Aaron Arditi is a financial advisor with Equitable Advisors in New York, NY, holding Series 63 and Series 66 credentials and three years of industry experience. His prior work includes roles at Thomas Shortman Training Fund - 32BJ and Tri-Star Equities. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by providing financial planning, retirement plan consulting, and asset management programs. The firm uses a range of advisory models implemented through third-party investment platforms and offers ERISA fiduciary services to qualified plans.

Hannah Schechter is a Series 66-licensed financial advisor with Equitable Advisors in New York, NY. She joined the firm in 2026 and has prior experience working at NBC Universal and Ernst and Young, among other organizations. Schechter has a background in education and nonprofit roles, including several years at Yeshiva University and Michlalah College. Equitable Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management through a network of Investment Adviser Representatives and third-party program sponsors.

Jake Sacco is a Series 66-licensed financial advisor with Equitable Advisors in New York, NY. He has been with the firm since 2026 and has prior experience working at Martells Tiki Bar and attending the University of Delaware. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives. The firm utilizes both proprietary and third-party advisory programs and offers ERISA fiduciary services to qualified plans.

Brianna Ross is a financial advisor with Equitable Advisors in New York, NY, holding the Series 66 designation. She has one year of industry experience, including prior roles at Banco Santander International and involvement with the Bass River Yacht Club. Equitable Advisors serves a broad client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management programs through a network of Investment Adviser Representatives. The firm’s approach incorporates risk assessment and tailored program matching, utilizing third-party asset managers and various proprietary and endorsed advisory programs.

Julian Karagounis is a financial advisor with Equitable Advisors in New York, NY, holding a Series 66 designation. He has one year of industry experience and previously worked in the coffee and entertainment sectors, including a role at Pulley Coffee and Emagine Entertainment. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives. The firm offers access to multiple advisory models and third-party asset managers, emphasizing a structured approach to client risk assessment and program matching.

Alexander Carpanini is a financial advisor with Equitable Advisors in New York, NY, holding a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors in 2024, he worked at Vector Marketing Group and the James F McGuire Senior Center. He also spent over a decade at Madeleines Petit Paris. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party investment solutions.

Ermir Celaj is a financial advisor at Equitable Advisors with four years of industry experience. He holds the Series 66 designation and has previous work history including roles at Northeast Rush/CT Rush, Cosmopolitan Management Group, Columbus House Inc, Cela Realty, IQVIA/QuintilesIMS, Inc., and Sacred Heart University. Equitable Advisors serves a diverse client base that includes individuals, pension plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management programs delivered through a network of Investment Adviser Representatives, utilizing both firm-offered and third-party advisory solutions.

Ryan Acosta is a financial advisor with Equitable Advisors based in New York, NY. He holds a Series 66 designation and has one year of industry experience. Prior to joining Equitable Advisors, he worked at several firms including Capital Management Group and Score Capital, and was also employed at the BOCES Lumina School at Viola. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management programs to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm’s advisory approach involves assessing client risk tolerance and matching clients to program models or discretionary managers, relying on third-party sponsors and offering a range of investment options including mutual funds, ETFs, and select alternative investments.

Kevin Sullivan is a financial advisor at Equitable Advisors in New York, NY, holding Series 63 and Series 66 licenses with 10 years of industry experience. He has been with Equitable Advisors since 2016 and previously worked at AXA Advisors, LLC. Outside of his advisory role, he is involved with Caplan Innovations LLC. Equitable Advisors serves a broad range of clients, including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs delivered through a network of Investment Adviser Representatives, utilizing both proprietary and third-party models and managers.

Jonathan Siemsen is a financial advisor at Equitable Advisors with one year of industry experience. He holds the Series 66 designation and has prior experience with Ingalls & Snyder. Outside of his advisory role, he is a part-time employee at the Ramsey Department of Public Works. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, and charitable organizations by providing financial planning, retirement plan consulting, and various asset-management programs. The firm’s advice incorporates multiple third-party asset managers and advisory programs, covering mutual funds, ETFs, separately managed accounts, and certain alternative investments.

Macdara Treanor is a financial advisor with Equitable Advisors in New York, NY, holding a Series 66 designation and having one year of industry experience. Prior to joining Equitable Advisors, Treanor held various positions including roles at Kelley's Bar and Brasserie On the Corner. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management programs to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm utilizes a range of advisory models implemented through third-party managers and offers ERISA fiduciary services to qualified plans.

Garret Rofheart is a Series 66-licensed financial advisor with Equitable Advisors in New York, NY, and has three years of industry experience. His prior roles include positions at Trillium Trading LLC and Plateia. Equitable Advisors serves a diverse client base ranging from individual investors to institutional clients, offering financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives. The firm emphasizes personalized client assessments and utilizes third-party advisory programs and models for portfolio management.

Giani Villasis is a financial advisor with Equitable Advisors in New York, NY, holding a Series 66 designation and 11 years of industry experience. He has worked with Equitable Advisors since 2015 and previously with AXA Advisors, LLC. He is also the president and founder of Covenant Capital Group. Equitable Advisors serves a range of clients including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset-management programs. The firm utilizes third-party asset managers and advisory programs and provides ERISA fiduciary services to qualified plans.

Jefferson Vieira is a financial advisor with Equitable Advisors based in New York, NY. He holds a Series 66 designation and has two years of industry experience. Prior to joining Equitable Advisors, he held various roles including positions at Newtown Savings Bank and the University of Connecticut, and he has experience working in small businesses such as a pizzeria and plumbing services. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs, utilizing a range of advisory models implemented through both proprietary and third-party platforms.

Jayson Jones is a financial advisor with Equitable Advisors in New York, NY, holding a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, he has worked in various roles including at BJ's Restaurants, Inc., Schuyler Meadows Club Inc, and Akasaka. Outside of his financial advisory work, Jones is also active as a disc jockey. Equitable Advisors serves individual clients across wealth levels, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management programs. The firm emphasizes matching clients to advisory models or managers based on personal information and risk tolerance, delivering services through a network of Investment Adviser Representatives and third-party program sponsors.

Paul Torre is a financial advisor with Equitable Advisors, holding a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors in 2026, he worked at Iovance and EFG LLC in 2023 and was affiliated with the University of Cincinnati from 2020 to 2024. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm delivers its offerings through a network of Investment Adviser Representatives, utilizing third-party asset managers and advisory programs while providing ERISA fiduciary services to qualified plans.

Morton Lembeck is a financial advisor with Equitable Advisors in New York, NY, holding Series 63 and Series 66 credentials and 62 years of industry experience. He previously worked at Citigroup for seven years and Wunderlich Securities, Inc. for five years. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, and charitable organizations by providing financial planning, retirement plan consulting, and asset management programs. The firm uses both proprietary and third-party investment models and offers ERISA fiduciary services through credentialed representatives.

Jordan Hubal is a financial advisor at Equitable Advisors with four years of industry experience. He holds Series 63 and Series 66 designations and is based in New York, NY. His background includes work with Brooklyn Heights Synagogue and Maimonides Medical Center prior to joining Equitable Advisors. Equitable Advisors serves individual clients, retirement plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management through a network of Investment Adviser Representatives. The firm offers a range of advisory models and emphasizes the use of third-party program sponsors and endorsed TAMPs for portfolio management.

Henry Di Capua is a financial advisor with Equitable Advisors in New York, NY. He holds Series 63 and Series 66 designations and has recently started his career in the industry. Prior to joining Equitable Advisors, he held brief positions at JP Morgan Chase & Co. and Morgan Stanley and was employed at Buitoni Food Company. Di Capua also has experience associated with the Shinnecock Yacht Club. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm uses a variety of advisory models and collaborates with third-party managers, offering a range of investment options including mutual funds, ETFs, and alternative investments.

Jake Quadagno is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, he held various roles in the hospitality sector and worked at Binghamton University. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, and charitable organizations by providing financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives. The firm utilizes both proprietary and third-party advisory programs to tailor solutions across a range of investment products and fiduciary services.