Christopher Borello 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 Channel Methods Partners, LLC. Outside of finance, his background includes roles in hospitality and community service. 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 various third-party asset managers. The firm operates a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to implement client recommendations.

Rodrigo Arauz is a financial advisor at Equitable Advisors with nine years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Equitable Advisors since 2017, following prior roles at AXA Advisors, LLC and Lynne R. Salsbury. He is also involved in entrepreneurial activities under the DBAs The Emergy Group and BLUE COVE CAPITAL. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charitable organizations, and institutions. The firm provides financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs through a delivery model that includes LPL-sponsored programs and endorsed TAMPs.

Michael Schmoldt is a financial advisor with Equitable Advisors in New York, NY, holding Series 63 and Series 66 licenses and eight years of industry experience. He previously worked at Mass Mutual Investors Services and Mass Mutual Life Insurance Company for seven years and New York Life entities for two years. Outside of advising, he is involved as an independent agent for fixed insurance and serves as an executor of an estate. Equitable Advisors serves 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 program sponsors and third-party managers, delivering advisory and brokerage solutions with a mix of discretionary and non-discretionary asset management.

Matthew Derasmo 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 AXA Advisors LLC, Xceleration, and First Empire Securities. Outside of finance, he was involved with the Centerport Yacht Club for five years. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, 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, risk tolerance, and time horizon.

Reylon Robinson is a financial advisor at Equitable Advisors with two years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley and Wells Fargo. Outside of his advisory role, he has been associated with the Bastine Law Group. 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 through various endorsed programs and managers.

Michael Berz is a financial advisor with Equitable Advisors in Lodi, NJ, holding Series 63 and Series 65 licenses and 17 years of industry experience. He has been with Equitable Advisors since 2008, including the period when the firm operated as AXA Advisors. Outside of his advisory role, he operates a separate business under the name Trident 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 various third-party asset managers. The firm employs a hybrid referral and implementation model, combining advisory and brokerage services tailored to clients’ goals, risk tolerance, and time horizons.

Walter Davenport is a Series 66-credentialed financial advisor at Equitable Advisors with six years of industry experience. He has worked at Equitable Advisors since 2020, following brief roles at Axa Advisors, LLC and Parker-Anderson ENrichment. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporate, charitable, and institutional clients, offering financial planning, brokerage, insurance, and third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, utilizing LPL-sponsored programs and endorsed TAMPs to deliver advisory and brokerage solutions.

Thomas Grlic 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, he has held roles at J C Broderick & Associates and has experience in computer coding and technical work through New Health Medical PC. Additionally, he is a licensed New York State security guard working with Regulators Security. 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 a variety of third-party programs. The firm employs a hybrid referral and implementation model, leveraging multiple advisory platforms and offering both discretionary and non-discretionary asset management services.

Jakob Huddleston is a financial advisor with Equitable Advisors in New York, NY, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Heartland Industrial Colutions and various engagements with Vassar College. 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 services tailored to client goals and risk tolerance.

Amy Watson is a financial advisor with Equitable Advisors, holding a Series 66 designation and 10 years of industry experience. She previously worked at J.P. Morgan Chase Bank and J.P. Morgan Securities for a combined nine years. Outside of her advisory role, she is also an independent insurance agent. 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 channels tailored to clients’ goals and risk tolerance.

Forrest Demetri is a financial advisor at Equitable Advisors based in New York, NY. He holds a Series 66 designation and has recent experience working at Morgan Stanley and EisnerAmper. Forrest graduated from Brown University in 2025 and began his career in the financial industry that same year. 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, offering both advisory and brokerage channels tailored to client goals and risk tolerance.

Mark De Bease is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 credentials and bringing 45 years of industry experience. He has been with Equitable Advisors since 1999 and previously worked at Axa Advisors, LLC. Outside of his advisory role, he is involved in employee benefits brokerage, life settlement administration, and serves as an administrator or trustee for estates and trusts. 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 meet client needs.

William Alston III 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. Prior to his current role, his professional experience includes various positions outside the financial industry. 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, working extensively through program sponsors and third-party managers to deliver advisory and brokerage solutions.

Preston Kelsey is a financial advisor with Equitable Advisors in New York, NY. He holds a Series 66 designation and has one year of industry experience. His prior work includes roles at Intralink and various positions related to Dartmouth College and the Vail Recreation District. 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 that combines advisory and brokerage services.

Brian Keane is a financial advisor at Equitable Advisors with one year of industry experience. He holds the Series 66 designation and has worked previously in academic roles at Boston College, Bryant University, and Babson College. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, and institutions, offering financial planning, brokerage 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, utilizing multiple program sponsors and endorsed third-party managers to deliver a range of advisory and brokerage solutions.

Christopher Grimes is a Series 66-licensed financial advisor with Equitable Advisors in Bridgewater, NJ, where he has worked since 2018. He has eight years of industry experience, including prior roles at AXA Advisors and the Woodbridge Township School District. Outside of advising, he is involved in managing a rental property through an LLC. Equitable Advisors serves a broad range of clients including individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm offers financial planning, retirement plan support, and access to asset management via LPL programs and third-party managers, operating a hybrid referral and implementation model.

Dennis De Bellis is a financial advisor at Equitable Advisors in New York, NY, holding a Series 66 designation with less than one year of industry experience. His prior work includes roles at the Town of Ramapo Police Department, Suffern Central School District, and various other positions unrelated to financial services. Equitable Advisors serves a diverse clientele 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 endorsed platforms to deliver advisory and brokerage solutions.

Daniel Moreno is a financial advisor with Equitable Advisors in New York, NY, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. His prior roles include positions at Mass Mutual Life Insurance Company, Prudential Insurance Company of America, and MetLife Securities Inc. Outside of his advisory work, Moreno is involved as a travel consultant with Gradcity. 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 uses a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.

Bryan Rice is a financial advisor with Equitable Advisors in New York, NY, holding a Series 66 credential and four years of industry experience. Prior to his current role, he has worked with Andrew Gillman and has experience in the restaurant and hospitality sectors. Rice is also registered as an investment representative with Andrew Gillman. Equitable Advisors serves a diverse client base including individuals, high-net-worth investors, 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 primarily through LPL-sponsored programs and a range of endorsed third-party managers.

Joseph Cwietniewicz is a financial advisor with Equitable Advisors in New York, NY, holding Series 63 and Series 65 licenses and with 31 years of industry experience. He has worked at Equitable Advisors since 1999, previously affiliated with AXA Advisors. He is a board member of the Manhasset Bay Yacht Club and a member of the Penn Club in New York City. Equitable Advisors serves a diverse client base 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 as a dual-registered SEC investment adviser and broker-dealer.