Nicholas Zahos is a financial advisor with Equitable Advisors in New York, NY, holding a Series 66 designation and seven years of industry experience. He has worked at Equitable Advisors since 2019, with prior positions at AXA Advisors LLC and ARX Specialty Pharmacy. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, utilizing programs sponsored by LPL and other endorsed third-party managers to provide advisory and brokerage solutions.

Oren Yoskowitz is a financial advisor with Equitable Advisors in New York, NY, holding Series 63 and Series 65 designations and bringing 24 years of industry experience. He has worked at Equitable Advisors since 2002 and was previously affiliated with Axa Advisors, LLC. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, utilizing LPL-sponsored programs and a range of endorsed TAMPs to deliver advisory and brokerage solutions.

Daniel O'Rourke is a financial advisor with Equitable Advisors, holding a Series 66 designation and three years of industry experience. Prior to joining Equitable Advisors, he worked at James L O'Rourke Law Office and has experience in academic roles at the State University of New York at Albany and Yale University. Equitable Advisors serves a diverse clientele including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates through dual registration as an SEC-registered investment adviser and broker-dealer and collaborates extensively with program sponsors and third-party managers to deliver advisory and brokerage solutions.

Anthony Sages is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Equitable Advisors since 1999 and was previously affiliated with Axa Advisors, LLC. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and a broad range of third-party asset managers. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage/insurance services tailored to client goals, risk tolerance, and time horizon.

Christopher Yang is a Series 66-licensed financial advisor at Equitable Advisors with one year of industry experience. Prior to joining Equitable Advisors in 2025, he held positions at companies including GameStop and Gartner. Equitable Advisors serves a diverse range of clients including individuals, high-net-worth investors, retirement plans, and institutions, offering financial planning, brokerage, insurance, and access to third-party asset management programs. The firm operates through program sponsors and endorsed platforms, providing both advisory and brokerage solutions with a focus on a mix of discretionary and non-discretionary asset management.

Maxwell Oppong Jr. is a financial advisor at Equitable Advisors in New York, NY, holding the Series 66 designation. He has been with Equitable Advisors since 2026. His prior work experience includes roles at KIA West Nyack, New Balance, Protiviti, and several retail and service positions. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, working extensively through program sponsors and third-party managers to provide advisory and brokerage solutions.

Matthew Eccher is a financial advisor at Equitable Advisors with two years of industry experience. He holds a Series 66 designation and previously worked in educational roles at Hoboken High School and The Harvey School. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporate, charitable, and institutional clients. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs through a dual registration as an SEC-registered investment adviser and broker-dealer.

Alix Bien Aime is a financial advisor with Equitable Advisors in New York, NY, holding a Series 66 designation and bringing 21 years of industry experience. Prior to joining Equitable Advisors in 2023, Alix worked at Penn Mutual Life Insurance Co and Hornor Townsend & Kent Inc for 13 years each. Outside of financial advising, Alix is the founder and officer of Skydive 4 Causes, a charity focused on promotion, awareness, and fundraising, and is involved in coaching athletes and commercial photography. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through third-party programs. The firm employs a hybrid referral and implementation model, leveraging a range of asset managers and advisory programs tailored to client goals, risk tolerance, and time horizon.

Denny Mendez is a financial advisor with Equitable Advisors in New York, NY, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He previously worked at Axa Advisors, LLC and Columbus Advisory Group. Mendez has an outside insurance appointment with Exceptional Risk Advisors focused on disability insurance. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model, combining advisory and brokerage/insurance channels to deliver tailored financial solutions.

Douglas Rothman is a financial advisor with Equitable Advisors in New York, NY, holding Series 63 and Series 66 credentials and two years of industry experience. He has worked at Castle Placement Investment Bank and Guardhill Financial Corp. before joining Equitable Advisors. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, and institutions, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates through program sponsors and third-party managers to provide advisory and brokerage solutions.

Edward Morehouse Jr. is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Equitable Advisors and its predecessor AXA Advisors since 1999. Outside of his advisory role, Morehouse serves as a volunteer trustee of the Fairview Cemetery Board in Chappaqua, NY, and is involved with the Village of Ardsley court activities. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions. The firm offers financial planning, broker-dealer services, insurance products, and access to third-party asset management programs, with a delivery model that emphasizes program sponsors and endorsed TAMPs.

Stephanie Marine is a financial advisor with Equitable Advisors in New York, NY, holding Series 63 and Series 66 designations and two years of industry experience. Her prior work includes roles at Herno USA, M5 Showroom, The Vanity Room, and LIM College. She has also been involved with Sapphire Night Club through Club at 39th, LLC. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating as both an SEC-registered investment adviser and a broker-dealer.

Spencer Latterman is a financial advisor at Equitable Advisors with a Series 66 credential and two years of industry experience. His prior roles include positions at Eagle Point Funding and Aon, as well as academic experience at the University of Michigan. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, delivering advisory and brokerage solutions through program sponsors and third-party managers.

Aidan Brusey is a financial advisor with Equitable Advisors in New York, NY. He holds a Series 66 designation and has been in the industry since 2024, with prior experience at Prospect Select and various roles related to Ridgewood Parks and Recreation and minor league baseball teams. He attended Gettysburg College from 2021 to 2025. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement plan support, and access to asset management through LPL programs and third-party asset managers. The firm uses a hybrid referral and implementation model and offers both advisory and brokerage/insurance services.

Rahul Swaminathan is a financial advisor at Equitable Advisors in New York, NY, holding a Series 66 designation. He has been with Equitable Advisors since 2025 and has prior experience in education roles at Stevens Institute of Technology, The Tutoring Center, Mount Olive High School, and Mount Olive Middle School. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model that combines advisory and brokerage channels to meet client needs.

Ainka Munroe is a financial advisor with Equitable Advisors in Brooklyn, NY, holding Series 63 and Series 66 credentials and 13 years of industry experience. She has been with Equitable Advisors since 2012 and was previously affiliated with AxA Advisors. Munroe serves as a director for NY Lifting while We Climb Inc., a nonprofit organization. Equitable Advisors provides financial planning, retirement plan support, and asset management services to individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm operates a hybrid referral and implementation model, offering advisory and brokerage channels through partnerships with LPL and various third-party asset managers.

Stephen Kozuch is a financial advisor with Equitable Advisors in New York, NY, holding Series 63 and Series 65 licenses and 33 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, since 1999. Outside of his advisory work, he is involved with Ashar Group-Life Settlements, an outside insurance business. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement plan support, and access to asset management through third-party managers and LPL programs. The firm operates a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.

Frances Petersen is a financial advisor with Equitable Advisors in New York, NY, holding a Series 66 designation and beginning her advisory career in 2026. Her prior experience includes roles at The Trade Collective and Newly Weds Foods Inc., as well as attending the University of Wisconsin - Madison. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model that combines advisory and brokerage channels to tailor services according to client goals, risk tolerance, and time horizon.

Sofia Posada is a financial advisor at Equitable Advisors with two years of industry experience. She holds a Series 66 designation. Prior to joining Equitable Advisors, she held roles at The Tombs and worked in education at Washington Latin Public Charter School and Georgetown University’s Walsh School of Foreign Service. Equitable Advisors serves a diverse client base including individuals, high-net-worth, retirement plans, corporate, charitable, and institutional clients, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates primarily through LPL-sponsored programs and endorsed TAMPs, managing significant assets on both discretionary and non-discretionary bases.

Raymond Chen is a financial advisor with Equitable Advisors in New York, NY, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Capital Management Group of New York and AXA Advisors LLC. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model, offering both advisory and brokerage channels to implement client recommendations.