Kailen Coelho is a financial advisor with Equitable Advisors in New York, NY, holding a Series 66 license and having one year of industry experience. Prior to joining Equitable Advisors, Coelho worked at Gemini Shippers Group for three years and has a background that includes positions at Colgate University and Deerfield Academy. Equitable Advisors serves a broad client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management programs. The firm’s approach centers on assessing client information and risk tolerance to recommend investment models and discretionary managers, utilizing a mix of proprietary and third-party solutions.

Dror Nir is a financial advisor with Equitable Advisors based in New York, NY, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Equitable Advisors since 1999, overlapping with his tenure at Axa Advisors, LLC from 1999 to 2020. Outside of his advisory work, he serves as a member of the Board of Governors for the Middle East Forum. Equitable Advisors serves a broad client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management programs. The firm employs a variety of advisory models and third-party program sponsors to deliver tailored investment solutions without sponsoring its own wrap fee program.

Steven Abbott is a financial advisor at Equitable Advisors in New York, NY, holding the Series 66 designation with one year of industry experience. Before joining Equitable Advisors in 2026, he worked at SaLaurMor Capital and CJ's Bar, and he has been involved with the Rye Golf Club through the City of Rye Department of Recreation since 2020. 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. The firm utilizes a network of Investment Adviser Representatives and third-party asset managers to deliver tailored investment solutions.

Maggie Huang is a financial advisor with Equitable Advisors in New York, NY, holding Series 63 and Series 65 credentials and 13 years of industry experience. She has been with Equitable Advisors and its predecessor, AxA Advisors, since 2012. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and various asset management programs through a network of Investment Adviser Representatives and third-party partnerships.

Wilfredo Gil is a financial advisor with Equitable Advisors in New York, NY, holding Series 63 and Series 66 licenses and four years of industry experience. His prior work includes roles at Westphal Orthopedics and involvement with Beat The Streets Lancaster. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients by offering financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives. The firm emphasizes matching clients to program models or discretionary managers, utilizing both proprietary and third-party investment solutions.

Sydney Simpson is a financial advisor with Equitable Advisors, holding the Series 66 designation and beginning their career in 2026. Prior to joining Equitable Advisors, Simpson worked at Comprehensive Planning Associates and has experience in various roles including at Starbucks and the Bridgeport Police Department. Simpson also attended Yale University. Equitable Advisors serves a broad client base including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives. The firm utilizes a variety of third-party advisory programs and does not sponsor its own wrap fee program, relying instead on established external managers and affiliated asset managers.

Dominick Moye is a financial advisor with Equitable Advisors in New York, NY. He holds a Series 66 designation and began his advisory career with Equitable Advisors in 2026. Prior to this, his work experience includes roles in healthcare and retail sectors as well as a position at the University of Tennessee, Knoxville. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement consulting, and various asset management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party advisory models.

Michele Fajardo is a Series 66 licensed financial advisor with Equitable Advisors, based in New York, NY, and has 24 years of industry experience. She has been with Equitable Advisors since 1998, including its predecessor Axa Advisors LLC, totaling over two decades at the firm. 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 various asset-management programs through a network of Investment Adviser Representatives and third-party managers.

Riley Franklin is a financial advisor at Equitable Advisors with one year of industry experience. He holds the Series 66 designation and previously worked in educational and library settings, including positions at the University of Pittsburgh and Punxsutawney Public Library. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients, providing financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives. The firm utilizes third-party asset managers and LPL-sponsored advisory programs to implement various investment solutions.

Karan Mirchandani is a financial advisor with Equitable Advisors in New York, NY, holding Series 63 and Series 65 licenses and with 13 years of industry experience. He has been with Equitable Advisors since 2013 and previously worked at AXA Advisors, LLC. 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 delivered through a network of Investment Adviser Representatives and third-party asset managers.

Jeremy Klomberg is a financial advisor at Equitable Advisors with three years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Equitable Advisors since 2022. Prior to that, he held positions at SUNY College at Oneonta, Rockland Community College, Confetti Ristorante and Vinoteca, and Tappan Zee High School. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by offering financial planning, retirement plan consulting, and various asset-management programs. The firm utilizes a network of Investment Adviser Representatives and relies on third-party asset managers and advisory programs to deliver its services.

Mark Winklmeier is a financial advisor affiliated with Equitable Advisors in New York, NY. He holds the Series 66 designation and is new to the industry with no prior financial advisory experience. His background includes varied roles outside finance, including positions at Oracle NetSuite and Town Bar and Kitchen. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, and charitable organizations with financial planning, retirement plan consulting, and asset management programs. The firm employs a model-driven approach that integrates third-party asset managers and emphasizes fiduciary services for qualified plans.

Nicholas Cortino is a Series 66-licensed financial advisor at Equitable Advisors with one year of industry experience. Prior to his current role, he held positions outside the financial industry, including at Stir, Square One and Not Watson's Kitchen + Bar. 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 a variety of asset-management programs delivered through a network of Investment Adviser Representatives and third-party asset managers.

Benjamin Lubowitz is a Series 66-licensed financial advisor with three years of industry experience, currently with Equitable Advisors in New York, NY. His prior work includes positions at Bruin Capital and experience at the University of Michigan. 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 asset management programs. The firm utilizes a range of advisory models implemented through third-party managers and emphasizes a fiduciary approach for qualified plans.

Mason Fabricant is a financial advisor with Equitable Advisors, holding a Series 66 designation and one year of industry experience. He began his career at Equitable Advisors in 2025 following graduation from the University of Wisconsin-Madison. Equitable Advisors serves individual clients across a range of net worth levels, as well as pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers financial planning, retirement plan consulting, and asset management through a network of Investment Adviser Representatives, utilizing a mix of firm-offered programs and third-party asset managers.

Leslie Dickert is a financial advisor with Equitable Advisors in New York, NY, holding a Series 66 designation and four years of industry experience. Prior to joining Equitable Advisors, Leslie worked at Ingalls & Snyder LLC and also runs Dickert Design LLC, where she is a principal lighting designer. Additionally, she serves as a guest lecturer on a part-time basis. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension plans, corporations, and charitable organizations. The firm utilizes a network of Investment Adviser Representatives and third-party asset managers to deliver tailored investment solutions across various products and advisory models.

Robert Zuhone is a financial advisor with Equitable Advisors in New York, NY. He holds the Series 66 designation and has less than one year of industry experience. Prior to joining Equitable Advisors, his work history includes roles at DoorDash Inc, CVS Pharmacy, and YUM Media. Equitable Advisors serves individual clients across a range of wealth levels, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and asset management through a network of Investment Adviser Representatives, utilizing both proprietary and third-party program models.

Samuel Del Propost is a Series 66-registered financial advisor with Equitable Advisors in New York, NY, bringing 26 years of industry experience. He has worked at Equitable Advisors since 2000 and was affiliated with Axa Advisors, LLC from 2000 to 2020. 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 provides financial planning, retirement plan consulting, and asset-management programs to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm’s approach involves matching clients to suitable program models or discretionary managers, utilizing a range of investment vehicles and third-party advisory programs.

Samuel Wyllie is a financial advisor at Equitable Advisors based in New York, NY. He holds a Series 66 designation and has been with Equitable Advisors since 2026. Prior to joining the firm, his work experience includes positions in the hospitality and spirits industries. Equitable Advisors provides financial planning, retirement consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm utilizes a range of advisory programs, including third-party asset managers and LPL-sponsored offerings, focusing on aligning client information and risk tolerance with appropriate investment solutions.

Samuel Drum is a financial advisor with Equitable Advisors in New York, NY. He holds the Series 66 designation and has been with Equitable Advisors since 2026. His prior work experience includes roles at Northern Bank & Trust Company, the Massachusetts Department of Developmental Services, and UnitedHealthOne. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, and charitable organizations by offering financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives. The firm’s approach involves assessing personal and plan information to match clients with appropriate advisory models and third-party asset managers, delivering a range of investment options including mutual funds, ETFs, and alternative investments.