Kailen Coelho is a financial advisor at Equitable Advisors in New York, NY, holding a Series 66 designation. Coelho began their advisory career in 2025 and previously worked at Gemini Shippers Group and held various positions during college and earlier education roles. 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 utilizes a hybrid referral and implementation model, offering both advisory and brokerage/insurance services tailored to client goals and risk tolerance.

Dror Nir is a financial advisor with Equitable Advisors in New York, NY, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at Equitable Advisors since 1999 and previously at Axa Advisors, LLC. He serves as a member of the Board of Governors for the Middle East Forum. Equitable Advisors provides financial planning, retirement-plan support, and access to asset management for individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm operates a hybrid referral and implementation model using third-party asset managers and offers both advisory and brokerage/insurance services.

Steven Abbott 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 current role, he worked at SaLaurMor Capital and CJ's Bar. He has been involved with the Rye Golf Club through the City of Rye Department of Recreation since 2020. 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 distribution, and access to third-party asset management programs, operating as both an SEC-registered investment adviser and broker-dealer.

Maggie Huang is a financial advisor at Equitable Advisors with 13 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Equitable Advisors since 2012, having previously worked at AXA Advisors. 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 tailor services based on client goals, risk tolerance, and time horizon.

Wilfredo Gil is a financial advisor at Equitable Advisors with three years of industry experience. He holds Series 63 and Series 66 licenses and has worked in various roles including at Westphal Orthopedics and Beat The Streets Lancaster. 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 uses a hybrid referral and implementation model with a focus on tailored client intake and ongoing advisory relationships.

Spencer Glaser is a financial advisor at Equitable Advisors in New York, NY, holding a Series 66 designation. He has prior experience in various financial and business development roles, including positions at Capfront Funding, Biz2Credit, and Eastern Funding LLC. Equitable Advisors serves a diverse client base, including individual investors, retirement plan sponsors, corporations, and charitable organizations, offering financial planning, retirement-plan support, and access to asset management through multiple third-party programs and platforms. The firm operates a hybrid referral and implementation model, combining advisory and brokerage services with a focus on tailored financial plans and client-specific investment strategies.

Michele Fajardo is a financial advisor with Equitable Advisors in New York, NY, holding a Series 66 designation and 24 years of industry experience. She has been with Equitable Advisors and its predecessor Axa Advisors since 1998. Equitable Advisors serves a wide range of clients, including individuals, high-net-worth individuals, 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 various third-party programs and managers to deliver advisory and brokerage solutions.

Riley Franklin is a financial advisor with Equitable Advisors in New York, NY, holding a Series 66 designation and with one year of industry experience. Prior to joining Equitable Advisors, Riley’s background includes roles in academia and community service, such as positions at the University of Pittsburgh, St. Bonaventure University, and the Punxsutawney Public Library. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm works extensively with LPL-sponsored programs and other endorsed platforms, offering both discretionary and non-discretionary asset management solutions.

Karan Mirchandani is a financial advisor at Equitable Advisors in New York, NY, holding Series 63 and Series 65 licenses with 12 years of industry experience. He has been with Equitable Advisors since 2013 and previously worked at AXA Advisors, LLC. His career has been focused on providing financial planning and investment advisory services. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by offering 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 solutions based on clients’ goals, risk tolerance, and time horizon.

Jeremy Klomberg is a financial advisor at Equitable Advisors with three years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Equitable Advisors in 2022, he worked in education and hospitality, including roles at Rockland Community College and Confetti Ristorante and Vinoteca. 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.

Mark Winklmeier is a financial advisor at Equitable Advisors holding a Series 66 designation. He has no prior industry experience. His background includes roles outside of finance, such as work at Town Bar and Kitchen and various positions at the University of Rhode Island. 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 operates a hybrid referral and implementation model, utilizing external asset managers and offering both advisory and brokerage services.

Benjamin Lubowitz is a financial advisor at Equitable Advisors in New York, NY, holding a Series 66 designation with two years of industry experience. Prior to joining Equitable Advisors in 2023, he worked at Bruin Capital and has experience at the University of Michigan and Camp Greylock. 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 services tailored to client goals, risk tolerance, and time horizon.

Mason Fabricant is a financial advisor at Equitable Advisors with one year of industry experience. He holds a Series 66 designation. Prior to joining Equitable Advisors, his background includes education at the University of Wisconsin-Madison and work at Camp Pontiac and the N.Y.C. Lab School for Collaborative Studies. Equitable Advisors serves a broad range of clients including individuals, high-net-worth, 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, operating as both an SEC-registered investment adviser and broker-dealer.

Leslie Dickert is a financial advisor at Equitable Advisors with three years of industry experience. She holds a Series 66 designation and previously worked at Ingalls & Snyder LLC. Outside of finance, Leslie is a principal and part-time self-employed lighting designer at Dickert Design LLC and also serves as a guest lecturer. 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 managers. The firm employs a hybrid referral and implementation model and offers both advisory and brokerage/insurance services.

Robert Zuhone is a financial advisor at Equitable Advisors in New York, NY, holding a Series 66 designation. He has less than one year of industry experience, with prior work history including positions at DoorDash Inc and CVS Pharmacy. Equitable Advisors serves a diverse range of clients including individuals, high-net-worth clients, retirement plans, corporations, charitable organizations, and institutions. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating primarily through LPL-sponsored platforms and various endorsed third-party managers.

Samuel Del Propost is a financial advisor with Equitable Advisors in New York, NY, holding a Series 66 credential and 25 years of industry experience. He has been with Equitable Advisors since 2000 and previously affiliated with Axa Advisors, LLC. Outside of his advisory role, he holds various outside insurance appointments offering fixed, non-variable products, including with Empire Blue Cross Blue Shield. 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.

Samuel Drum is a financial advisor at Equitable Advisors holding a Series 66 designation with one year of industry experience. His prior work includes roles at Northern Bank & Trust Company and the Massachusetts Department of Developmental Services. Drum also has experience outside finance, having worked at Boatyard Bar & Grill. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, and institutions, providing 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.

John Gaven is a financial advisor at Equitable Advisors in New York, NY, holding a Series 66 credential with one year of industry experience. He previously worked at Jorge Perez/Equitable and has a background that includes time at Florida State University and Metuchen Golf & Country Club. 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 through LPL-sponsored programs and endorsed third-party managers, providing both discretionary and non-discretionary advisory solutions.

Terrence Leong is a financial advisor at Equitable Advisors with eight years of industry experience. He holds the Series 66 designation and has worked at Equitable Advisors since 2018, following a prior role at AXA Advisors, LLC, and a seven-year career at Pulmonary & Critical Care Consultants PC. 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.

Andrew Lafontaine is a financial advisor at Equitable Advisors in New York, NY, holding Series 63 and Series 66 licenses with two years of industry experience. His previous work includes roles at West Mountain Ski Resort and Martha's Dandee Creme. 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 and offers both advisory and brokerage/insurance channels to implement client recommendations.