Ainka Munroe is a financial advisor with Equitable Advisors in New York, NY, holding Series 63 and Series 66 credentials and 14 years of industry experience. She has been with Equitable Advisors since 2012, including during its time as AxA Advisors. Munroe serves as a director for the nonprofit NY Lifting while We Climb Inc. Equitable Advisors provides financial planning, retirement consulting, and asset management to individuals, pension plans, corporations, and institutional clients. The firm uses a range of advisory programs and third-party asset managers to deliver personalized investment solutions.

Stephen Kozuch is a financial advisor with Equitable Advisors in New York, NY, holding Series 63 and 65 licenses and bringing 33 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, since 1999. Outside of his advisory role, he is involved with Ashar Group-Life Settlements, an outside insurance business. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset-management programs. The firm leverages both in-house and third-party advisory platforms and provides ERISA fiduciary services through credentialed representatives.

Frances Petersen is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, she worked at The Trade Collective and Newly Weds Foods Inc. Frances attended the University of Wisconsin - Madison from 2021 to 2025. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and various asset-management programs. The firm delivers these services through a network of Investment Adviser Representatives and relies on third-party asset managers and advisory programs for implementation.

Sofia Posada is a Series 66-registered financial advisor with Equitable Advisors, based in New York, NY. She has two years of industry experience and previously worked at The Tombs and Georgetown University Walsh School of Foreign Service. Equitable Advisors serves a broad range of clients, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives and third-party managers.

Raymond Chen is a financial advisor with Equitable Advisors and holds a Series 66 credential. He has seven years of industry experience, including prior roles at Capital Management Group of New York and AXA Advisors LLC. His career also includes periods at the University of Pennsylvania and PNC. 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 offers a range of advisory programs, utilizing third-party asset managers and tailored investment models delivered through a network of Investment Adviser Representatives.

Xiuyi Li is a financial advisor with Equitable Advisors in New York, NY, holding a Series 66 designation and three years of industry experience. Prior to joining Equitable Advisors in 2022, Li worked at Tag Financial Institution Group, LLC, and has also held positions at Fordham University and Boston University. 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 various asset-management programs. The firm utilizes a range of advisory models implemented through third-party managers and proprietary programs, and offers services covering mutual funds, ETFs, separately managed accounts, and select alternative investments.

Adam Nielsen is a financial advisor with Equitable Advisors in New York, NY, holding Series 63, 65, and 66 designations and 13 years of industry experience. He previously worked at AXA Advisors, LLC and Hunt Club Advisors, LLC. Outside of advising, he owns a gym business in the Hamptons. Equitable Advisors serves individuals, pension plans, corporations, and charitable organizations with financial planning, retirement plan consulting, and asset-management programs. The firm utilizes a variety of investment models and third-party managers, delivering services through a network of Investment Adviser Representatives.

Max Steiger 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 worked at Café Altro Paradiso and held multiple roles at Vassar College. Equitable Advisors serves a wide range of clients, including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and various asset-management programs through a network of Investment Adviser Representatives and third-party managers.

Abdul Rahman Khweis is a financial advisor with Equitable Advisors in New York, NY. He holds a Series 66 designation and has been with Equitable Advisors since 2026. Prior to this role, his background includes work with Arabian Nights Foods, Vivint, and Knight Financial Limited. Khweis also studied at Columbia University and has experience at Los Alamos National Laboratory. Equitable Advisors serves individual and institutional clients, 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 investment solutions and offers ERISA fiduciary services for qualified plans.

Vivian Kaufmann is a financial advisor at Equitable Advisors with 35 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Equitable Advisors since 1999, including its predecessor AXA Advisors. Outside of her advisory role, she is involved with Moving For Life, a health insurance carrier. Equitable Advisors serves a wide range of clients, including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and various asset management programs. The firm utilizes both proprietary and third-party advisory models and provides ERISA fiduciary services to qualified plans.

Uttara Choudhury is a financial advisor with Equitable Advisors in New York, NY, holding a Series 66 designation. She has a background that includes roles at Proactive Investors and Forbes India, and has experience as a self-employed professional. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, offering financial planning and retirement consulting alongside asset management programs. The firm relies on a network of Investment Adviser Representatives and third-party asset managers to deliver customized investment solutions and fiduciary services.

Benjamin Stephenson 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 2018 and previously held roles at Axa Advisors, Tao Group, and 230 Fifth. 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 various asset-management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party investment solutions.

Julian Fensterheim is a financial advisor with Equitable Advisors in New York, NY, holding Series 63 and Series 65 licenses and having 13 years of industry experience. He has worked at Equitable Advisors since 2013 and was previously with Axa Advisors, LLC. Outside of his advisory role, he is involved with Caplan Innovations LLC. Equitable Advisors serves a diverse client base that includes individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement consulting, and asset management programs through a network of Investment Adviser Representatives and relies on third-party asset managers and advisory programs for many of its investment solutions.

Connor Tracy is a financial advisor with Equitable Advisors 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 Sax Wealth Advisors and Sky Path Private Wealth, and has been involved with Mountainside Youth Baseball and Kent Place Summer Camp. Equitable Advisors serves a broad 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, leveraging both proprietary and third-party advisory models.

Juan Nieto is an advisor at Equitable Advisors in New York, NY, holding Series 63 and Series 66 designations with one year of industry experience. His prior work includes positions at Northwestern Mutual, Ellis & Partners, and involvement with the U.S. Open. Equitable Advisors serves a broad client base, including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives and third-party program sponsors.

Talia Dantus is a financial advisor with Equitable Advisors in New York, NY, holding a Series 66 designation and beginning her industry experience in 2026. Prior to joining Equitable Advisors, she held roles in various sectors including consulting and education. 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 a range of asset management programs delivered through a network of Investment Adviser Representatives and third-party managers.

Sahil Dhir is a financial advisor with Equitable Advisors in New York, NY. He holds the Series 66 designation and has one year of industry experience. Prior to joining Equitable Advisors, he worked at JLL, Avantax Investment Services, and ATS Wealth Management. Equitable Advisors serves individual and institutional clients with financial planning, retirement plan consulting, and various asset-management programs, utilizing a range of firm-offered and third-party advisory solutions.

Cristian Mercado is a financial advisor at Equitable Advisors with Series 63 and Series 65 credentials and two years of industry experience. His prior work includes roles at Northwestern Mutual and Maharam, as well as employment at Wagner College and Shoreham Wading River High School. Equitable Advisors serves a broad client base including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset management through a network of Investment Adviser Representatives. The firm utilizes a range of third-party advisory programs and provides ERISA fiduciary services to qualified plans.

Cameron Croghan is a financial advisor with Equitable Advisors, holding a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, he worked at Lionheart Wealth Management and Three Bridges Wealth Management. He has also been involved in youth soccer coaching. Equitable Advisors serves individual and institutional clients by providing financial planning, retirement plan consulting, and a variety of asset-management programs. The firm uses a network of Investment Adviser Representatives and leverages third-party asset managers and advisory programs for portfolio management.

Andrew Chrisomalis is a financial advisor at Equitable Advisors in New York, NY, with 14 years of industry experience. He holds Series 63 and Series 66 designations and has been with Equitable Advisors and its predecessor, AxA Advisors, since 2011. Chrisomalis is also the founder of ARC Wealth Management. 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 combination of firm-offered and third-party advisory solutions.