Joseph Kohn is a financial advisor at Equitable Advisors with a Series 66 credential and two years of industry experience. Before joining Equitable Advisors, he held positions at DoorDash, Bleakley Financial Group, and Lucra Sports. Outside of finance, he manages inventory for Kneaded Bread Inc., a bakery business he has been involved with since 2014. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, and charitable organizations by offering financial planning, retirement plan consulting, and various asset management programs. The firm utilizes a combination of proprietary and third-party advisory models, focusing on personalized client information and risk assessment to tailor investment solutions.

Shane Keane is a financial advisor with Equitable Advisors in New York, NY, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Private Advisor Group and Premium Merchant Funding, as well as non-financial work at Forte Pizzaria and Tamarack Day Camp. Equitable Advisors serves a broad client base including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset-management programs through a network of Investment Adviser Representatives and third-party managers. The firm employs a range of investment vehicles and provides ERISA fiduciary services, relying on third-party sponsors rather than proprietary wrap fee programs.

Christopher Borello is a financial advisor with Equitable Advisors, holding a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors in 2025, he worked at Channel Methods Partners, LLC for two years and has held various roles across different sectors. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm utilizes a network of Investment Adviser Representatives and partners with third-party asset managers and advisory programs to deliver customized investment solutions.

Rodrigo Arauz is a financial advisor with Equitable Advisors in New York, NY, holding Series 63 and Series 66 registrations and nine years of industry experience. He has been with Equitable Advisors since 2017, following prior roles at AXA Advisors, LLC and Lynne R. Salsbury. He also operates businesses under the names The Emergy Group and BLUE COVE CAPITAL. 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 delivers advice through a network of representatives and utilizes third-party asset managers and advisory programs without sponsoring its own wrap fee program.

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. His career includes roles at Mass Mutual Investors Services and Mass Mutual Life Insurance Company, as well as NYLife Securities and New York Life Insurance. Outside of his advisory work, he serves as an independent agent for fixed insurance and acts as an executor of an estate. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management programs to individuals, pension plans, corporations, and charitable organizations. The firm utilizes a range of third-party asset managers and advisory programs to deliver customized investment solutions across mutual funds, ETFs, separately managed accounts, and select alternative investments.

Matthew Derasmo is a financial advisor with Equitable Advisors in New York, NY, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at AXA Advisors LLC, Xceleration, First Empire Securities, and Centerport Yacht Club. 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 asset-management programs. The firm’s advisory approach combines client risk assessment with access to various third-party asset managers and proprietary tools, offering a range of investment options including mutual funds, ETFs, and select alternative investments.

Reylon Robinson is a financial advisor at Equitable Advisors with a Series 66 designation and two years of industry experience. His prior work includes roles at Morgan Stanley and Wells Fargo. Equitable Advisors serves a 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.

Michael Berz is a financial advisor with Equitable Advisors in New York, NY, holding Series 63 and Series 65 licenses and possessing 17 years of industry experience. He has been with Equitable Advisors since 2008, including its predecessor AXA Advisors. Equitable Advisors serves a broad client base that includes individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset-management programs through a network of Investment Adviser Representatives and third-party asset managers.

Walter Davenport is a Series 66-licensed financial advisor with six years of industry experience, currently with Equitable Advisors in New York. His prior experience includes roles at AXA Advisors and Parker-Anderson Enrichment, as well as a period outside the industry. Equitable Advisors serves a broad client base, including individuals and institutional entities, providing financial planning, retirement plan consulting, and asset management through a network of Investment Adviser Representatives. The firm utilizes various advisory models and third-party sponsors to deliver customized investment solutions.

Thomas Grlic is a financial advisor at Equitable Advisors with one year of industry experience. He holds the Series 66 designation and has worked in several roles including at J C Broderick & Associates and Columbia University. Outside of finance, he is involved in security services as a licensed NYS security guard and performs computer coding and technical work for a medical practice. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement consulting, and asset management services, utilizing a range of advisory programs and third-party asset managers.

Jakob Huddleston is a Series 66-licensed financial advisor at Equitable Advisors with three years of industry experience. Prior to joining Equitable Advisors in 2023, he held positions at Heartland Industrial Colutions and various roles at Vassar College. 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 through a network of Investment Adviser Representatives and third-party asset managers.

Amy Oliver is a financial advisor with Equitable Advisors in New York, NY, holding a Series 66 designation and 11 years of industry experience. Her prior roles include positions at JP Morgan Chase Bank, J.P. Morgan Securities, and Charles Schwab. She is also an independent insurance agent outside of her advisory work. Equitable Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives. The firm utilizes third-party asset managers and model platforms for portfolio implementation and provides ERISA fiduciary services to qualified plans.

Forrest Demetri is a financial advisor at Equitable Advisors in New York, NY, with one year of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley and EisnerAmper. Demetri graduated from Brown University in 2025. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients by providing financial planning, retirement plan consulting, and asset-management programs. The firm delivers services through a network of Investment Adviser Representatives, using a range of investment models and third-party advisory programs.

Mark De Bease is a financial advisor with Equitable Advisors in New York, NY, holding Series 63 and Series 65 licenses and having 45 years of industry experience. He has worked at Equitable Advisors since 1999 and previously at Axa Advisors, LLC. His outside activities include employee benefits brokerage, life settlement administration, and serving as an administrator or trustee of estates and trusts. Equitable Advisors serves a broad client base including individuals, retirement plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset-management programs through a network of Investment Adviser Representatives. The firm uses a combination of proprietary and third-party investment solutions and offers ERISA fiduciary services to qualified plans.

William Alston III is a financial advisor with Equitable Advisors in New York, NY, holding the Series 66 designation. He joined the firm in 2026 and has no prior experience in the financial advisory industry. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and various asset management programs through a large network of Investment Adviser Representatives. The firm emphasizes matching clients with program models or discretionary managers and offers access to a range of investment products from mutual funds to alternative investments.

Brian Keane is a financial advisor with Equitable Advisors in New York, NY, holding a Series 66 designation and one year of industry experience. His work history includes academic roles at Boston College, Bryant University, and Babson College. Equitable Advisors serves individual and institutional clients by providing financial planning, retirement plan consulting, and asset management through a network of investment adviser representatives. The firm utilizes third-party asset managers and advisory programs to implement investment strategies across various asset classes while offering ERISA fiduciary services to qualified plans.

Christopher Grimes is a financial advisor at Equitable Advisors with eight years of industry experience. He holds a Series 66 designation and previously worked at AXA Advisors and the Woodbridge Township School District. Outside of his advisory role, he is a member of an LLC managing rental property. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and a range of asset management programs. The firm utilizes a variety of third-party asset managers and advisory platforms to deliver client solutions, offering mutual funds, ETFs, separately managed accounts, and select alternative investments.

Dennis De Bellis is a financial advisor with Equitable Advisors in New York, NY, holding a Series 66 designation and one year of industry experience. His prior work includes roles in education, law enforcement, and facility management. Equitable Advisors serves a broad client base including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management programs through a network of Investment Adviser Representatives and third-party managers.

Daniel Moreno is a financial advisor with Equitable Advisors based in New York, NY, holding Series 63 and Series 66 licenses and having 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, he is involved as a travel consultant through Gradcity and holds various outside insurance contracts under Premier Capital Management Group. 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 asset-management programs. The firm’s approach emphasizes gathering client information and risk assessment to match clients with appropriate advisory models or discretionary managers, often utilizing third-party program sponsors and offering ERISA fiduciary services for qualified plans.

Bryan Rice is a financial advisor at Equitable Advisors in New York, NY, holding a Series 66 credential with four years of industry experience. His background includes roles at Equitable Advisors and as a registered representative with Andrew Gillman. Prior to his advisory career, he worked in various positions within the restaurant and fitness industries. Equitable Advisors serves a diverse clientele including individuals, pension plans, corporations, and nonprofit organizations, offering financial planning, retirement plan consulting, and asset management through a network of Investment Adviser Representatives. The firm utilizes a range of advisory models implemented by third-party managers and focuses on matching clients to appropriate investment programs based on thorough risk and plan assessments.