Xiuyi Li is a financial advisor at Equitable Advisors in New York, NY, holding a Series 66 designation with three years of industry experience. Prior to joining Equitable Advisors in 2022, Li worked at Tag Financial Institution Group, LLC, and has experience at Fordham University and Boston University. 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 includes both advisory and brokerage channels.

Adam Nielsen is a financial advisor with Equitable Advisors in New York, NY, holding Series 63, 65, and 66 licenses and bringing 13 years of industry experience. His career includes roles at Hunt Club Advisors, LLC and AXA Advisors, LLC before joining Equitable Advisors in 2018. Outside of advisory work, he owns a gym in the Hamptons and serves as a trustee for an immediate family member. Equitable Advisors serves a diverse clientele 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 through multiple program sponsors and third-party managers, with a substantial focus on non-discretionary asset management and collaborates with affiliated managers such as AllianceBernstein.

Max Steiger is a financial advisor at Equitable Advisors in New York, NY, holding a Series 66 designation with one year of industry experience. Prior to his advisory role, he worked at Café Altro Paradiso for two years and held multiple positions at Vassar College over a span of four years. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, and institutional investors, offering financial planning, broker-dealer services, insurance distribution, and access to various third-party asset management programs through a dual-registered model.

Abdul Rahman Khweis is a financial advisor with Equitable Advisors in New York, NY. He holds a Series 66 designation and began his advisory career in 2026. Prior to joining Equitable Advisors, he held various roles including positions at Vivint and Knight Financial Limited, and has experience working at Los Alamos National Laboratory and Columbia University. Outside of finance, he is involved with Arabian Nights Foods. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, and institutions. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating under a dual-registered model as both an SEC-registered investment adviser and a broker-dealer.

Vivian Kaufmann is a financial advisor at Equitable Advisors with 34 years of industry experience. She has held Series 63 and Series 65 licenses and has been with Equitable Advisors since 1999, following her time at AXA Advisors, LLC. Outside of her advisory role, she is involved in a health-related insurance carrier business called Moving For Life. 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 various third-party managers. The firm employs a hybrid referral and implementation model, utilizing LPL programs and third-party asset managers to deliver tailored advisory services.

Uttara Choudhury 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 Proactive Investors for five years and Forbes India for four years. She has also been self-employed since 2023. Equitable Advisors serves a diverse client base, including individuals, high-net-worth clients, 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 a broker-dealer, collaborating with program sponsors and managers to deliver advisory and brokerage solutions.

Benjamin Stephenson is a financial advisor at Equitable Advisors with seven years of industry experience. He holds the Series 66 designation and has worked at Equitable Advisors since 2018, following prior roles at Axa Advisors, Tao Group, and 230 Fifth. 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 employs a hybrid referral and implementation model that combines advisory and brokerage/insurance channels to deliver tailored client solutions.

Julian Fensterheim is a financial advisor with Equitable Advisors in New York, NY, holding Series 63 and Series 65 designations and having 12 years of industry experience. He has been with Equitable Advisors since 2013 and was also affiliated with Axa Advisors, LLC during part of that time. Outside of his advisory role, he is involved with Caplan Innovations 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 employs a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to implement client recommendations.

Connor Tracy 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 positions at Sax Wealth Advisors and Sky Path Private Wealth, and has been involved with youth baseball organizations. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, and institutional investors, delivering financial planning, brokerage, insurance, and access to third-party asset management programs through a dual-registered model.

Juan Nieto is a financial advisor at Equitable Advisors in New York, NY, holding Series 66 and Series 63 licenses with one year of industry experience. His prior work includes roles at Northwestern Mutual and Ellis & Partners. 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, utilizing a delivery model that incorporates LPL-sponsored programs and multiple endorsed third-party managers.

Daniel Tarallo is a financial advisor at Equitable Advisors with two years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Mass Development and was self-employed for five years. Outside of his advisory work, he is also a musician who uploads music to the Spotify streaming service. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charitable organizations, 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 endorsed third-party managers to provide advisory and brokerage solutions.

Sahil Dhir 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 held roles at JLL, Avantax Investment Services, and ATS Wealth Management, and was involved with Loyola Marymount University in both academic and event operations capacities. 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 that combines advisory and brokerage/insurance channels to deliver tailored client solutions.

Cristian Mercado is a financial advisor at Equitable Advisors with Series 65 and Series 63 designations and two years of industry experience. He has worked at Northwestern Mutual and Maharam, and has held positions at Wagner College and Shoreham Wading River High School. Equitable Advisors serves a wide range of clients including individuals, high-net-worth families, retirement plans, corporations, charities, and institutions. The firm provides financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating through multiple program sponsors and third-party managers.

Cameron Croghan is a financial advisor at Equitable Advisors in New York, NY, holding a Series 66 designation. He has been in the industry since 2024, with prior experience at Lionheart Wealth Management and Three Bridges Wealth Management. 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 channels to implement client recommendations.

Andrew Chrisomalis is a financial advisor with Equitable Advisors in New York, NY, holding Series 63 and Series 66 licenses and 14 years of industry experience. He has been with Equitable Advisors since 2011 and previously worked at AxA Advisors. Chrisomalis is also the founder of ARC Wealth Management. 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 channels to tailor services based on client goals, risk tolerance, and time horizon.

Aidan Czajka is a financial advisor with Equitable Advisors in New York, NY, holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining Equitable Advisors, he held various roles including positions at Charter Communications and several other companies. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, and institutional investors, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm utilizes a delivery model that includes LPL-sponsored programs and endorsed TAMPs, offering both discretionary and non-discretionary management solutions.

Jasmine Wu is a financial advisor at Equitable Advisors in New York, NY, holding a Series 66 designation with one year of industry experience. Prior to joining Equitable Advisors, she worked in legal and educational roles, including positions at Immigration Law Group, LLP, and as a teacher at Mathnasium and various schools. 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 employs a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals and risk tolerance.

Gavroche Gelin is a financial advisor at Equitable Advisors with 14 years of industry experience. He holds Series 63 and Series 66 designations and has been with Equitable Advisors since 2012, 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 third-party asset managers. The firm utilizes a hybrid referral and implementation model, combining advisory, brokerage, and insurance channels to deliver tailored investment solutions.

Trevor Wescott is a financial advisor at Equitable Advisors with a Series 66 credential and one year of industry experience. His prior work experience includes roles at Belles Beachhouse, Framework, and Skydeck, as well as positions in the hospitality sector. 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 through a dual-registered model as both an SEC-registered investment adviser and broker-dealer.

Jack Neary 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 Premium Merchant Funding and The Seth Levy Team at Signature Premier Properties. Outside of his advisory role, Neary is a volunteer firefighter with the Merrick Fire Department and is involved with Live Nation. Equitable Advisors serves a diverse range of clients including individuals, high-net-worth, retirement plans, and institutional investors, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates primarily through LPL-sponsored programs and third-party managers, offering both discretionary and non-discretionary advisory solutions.