Jonathan Palley 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 Centers Health Care from 2022 to 2024. 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.

Chase Di Miceli 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 in 2022, he worked at Seaview Private Investments for one year and spent four years at Hobart and William Smith College. 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 as both an SEC-registered investment adviser and broker-dealer, utilizing a delivery model that includes LPL-sponsored programs and endorsed third-party managers.

Demetrios Koutsidis is a financial advisor with Equitable Advisors in New York, NY, holding a Series 66 designation and five years of industry experience. His prior work includes roles at Tilosco Inc., SPIRE Interior Contractors, Sea Cliff Manor, Washington Tavern, and Avlee Greek Kitchen. 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, combining advisory and brokerage/insurance channels to tailor services based on clients’ goals, risk tolerance, and time horizon.

Kevin Madden Jr. is a financial advisor at Equitable Advisors in New York, NY, holding a Series 66 designation with three years of industry experience. His prior work includes roles outside of finance, such as at Trump National Golf Course and Bernards Salon. 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 channels to deliver tailored client solutions.

Philippe Bastide is a financial advisor with Equitable Advisors in New York, NY, holding Series 63 and Series 66 licenses and having eight years of industry experience. His prior work includes roles at AXA Advisors and Strategic Financial Solutions. He has been involved with the New York Greater Councils of the Boy Scouts of America. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, 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 endorsed third-party managers to deliver advisory and brokerage solutions.

Cynthia Hetner is a financial advisor with Equitable Advisors in Long Beach, NY, holding Series 63 and Series 66 credentials and 24 years of industry experience. She has worked with Equitable Advisors since 2006 and was previously associated 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 a broad range of third-party asset managers. The firm operates a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to implement client recommendations.

Benjamin Corshen is a financial advisor with Equitable Advisors in New York, NY. He holds a Series 66 designation and has been with Equitable Advisors since 2026. Prior to his current role, he was involved with Real NY, where he is also active as a real estate salesperson. His background includes experience in various roles across different industries since 2017. 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 employs a hybrid referral and implementation model, utilizing multiple asset managers and offering both advisory and brokerage services.

James Defelice is a financial advisor with Equitable Advisors in New York, NY, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. He has worked at Equitable Advisors since 2015 and previously at 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 uses a hybrid referral and implementation model and offers both advisory and brokerage/insurance channels to implement client recommendations.

Matthew Copland is a financial advisor at Equitable Advisors in New York, NY, with five years of industry experience. He holds a Series 66 designation and has previously worked at KPMG International and IDB Capital Corporation. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, and institutions. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating primarily through program sponsors and endorsed third-party managers.

Eric Scandurra is a financial advisor at Equitable Advisors with seven years of industry experience. He holds Series 63 and Series 66 designations and has worked at Equitable Advisors since 2019, following prior roles at AXA Advisors LLC and Columbia. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions, offering financial planning, broker-dealer services, insurance distribution, and third-party asset management access. The firm operates as both an SEC-registered investment adviser and broker-dealer, partnering with program sponsors and third-party managers to provide advisory and brokerage solutions.

John Bartleson is a financial advisor at Equitable Advisors with one year of industry experience. He holds the Series 66 designation and has previously worked at T3 Trading Group, LLC, and has been involved with Jared Dietch Music Matters since 2024. Equitable Advisors serves a diverse range of clients, including individuals, high-net-worth investors, retirement plans, and institutions, providing financial planning, broker-dealer services, insurance distribution, and access to various third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, utilizing LPL-sponsored programs and multiple endorsed third-party managers to deliver advisory and brokerage solutions.

Edward Gerdts is a financial advisor at Equitable Advisors with two years of industry experience. He holds the Series 66 designation and has worked at several firms including Truist Securities and JW Accountants. Outside of finance, he has experience working at Northside Bar and Grille. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, and institutions, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm uses a delivery model focusing on LPL-sponsored programs and endorsed TAMPs, with a significant portion of assets managed on a non-discretionary basis.

Matthew Brigham 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 was involved with True Lacrosse and worked at Aetna. Equitable Advisors serves a broad mix of 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 to deliver advisory and brokerage solutions, with a significant portion of assets managed on a non-discretionary basis.

Brandon Lou 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 roles including positions at the Royal Bank of Canada and attendance at Villanova University. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients by providing 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 and utilizes a variety of program sponsors and third-party managers to deliver advisory and brokerage solutions.

Yousaf Khan is a financial advisor with Equitable Advisors in New York, NY, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Project Destined, Jetzy, CVS, and Nisar Pharmacy Inc. Outside of his advisory work, he is a partner and investor in Lincoln Express Pharmacy Inc. 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.

Joseph Gaviria is a financial advisor at Equitable Advisors with three years of industry experience and holds the Series 66 designation. Prior to joining Equitable Advisors in 2022, he worked at Mazars USA LLP and Deloitte Tax LLP. Outside of finance, he owns Abstrax Productions LLC, an entertainment and DJ services business. 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, offering both advisory and brokerage/insurance channels to implement client recommendations.

Joshua Goodman is a financial advisor with Equitable Advisors based in New York, NY. He holds Series 63 and Series 65 licenses and joined Equitable Advisors in 2025. Prior to his financial advisory role, he worked with the New York Yankees and New York Jets and has experience in professional sports publications. 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 includes advisory and brokerage channels to execute client recommendations.

John Sloan is a financial advisor at Equitable Advisors holding a Series 66 designation with two years of industry experience. His prior work includes roles at Irving Levin Associates and various positions outside of finance. Equitable Advisors serves a diverse clientele including individuals, high-net-worth clients, retirement plans, and institutions, offering financial planning, brokerage, insurance, and access to third-party asset management programs through a dual-registered model.

Hugo Pierrel is a financial advisor at Equitable Advisors located in New York, NY, holding a Series 66 designation. He has one year of industry experience, including prior roles outside the financial sector. 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.

Benjamin Nir is a financial advisor at Equitable Advisors in New York, NY, with five years of industry experience. He holds the Series 63 and Series 66 designations. Prior to his current role beginning in 2020, his work history includes positions at the Watchung Police Department and various other organizations. Equitable Advisors serves a diverse range of clients, including individuals, high-net-worth individuals, 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.