John O'Reilly is a financial advisor with Equitable Advisors in New York, NY, holding Series 63 and Series 66 licenses and three years of industry experience. His prior work includes roles at Douglas Elliman and Brown Harris Stevens, as well as entrepreneurial experience with ECCO III Enterprises 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 utilizes a hybrid referral and implementation model, offering both advisory and brokerage channels tailored through a client intake process that documents goals, risk tolerance, and time horizon.

Bar Itzhak is a financial advisor with Equitable Advisors in New York, NY, holding a Series 66 designation and seven years of industry experience. Prior to joining Equitable Advisors in 2019, he worked at Axa Advisors and has held roles outside financial services, including positions at Panorama Productions and Real NY Properties. Equitable Advisors serves a diverse client base, including individuals, high-net-worth clients, retirement plans, and institutional clients, offering financial planning, brokerage, insurance, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, utilizing a range of sponsored programs and endorsed third-party managers.

Zhimin Sun is a financial advisor at Equitable Advisors with a Series 66 designation and less than one year of industry experience. Prior to joining Equitable Advisors, Zhimin held roles at Kuaishou Technology as a social media journalist intern and has experience in marketing and athletics-related positions. 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 and partnerships. The firm employs a hybrid referral and implementation model and offers both advisory and brokerage channels to implement client recommendations.

Jack Schulte is a financial advisor with Equitable Advisors in New York, NY, holding a Series 66 credential and one year of industry experience. His prior roles include positions at Secure Investment Management, MassMutual Life Insurance Company, Retirement Security Centers, Lincoln Financial Advisors, and Northwestern Mutual. 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 operates as both an SEC-registered investment adviser and broker-dealer and works extensively with program sponsors and third-party managers to deliver advisory and brokerage solutions.

Jason Gold is a financial advisor with Equitable Advisors in New York, NY, holding a Series 66 designation and eight years of industry experience. He has been with Equitable Advisors since 2018 and previously worked at AXA Advisors, LLC. Outside of his advisory role, he is involved with Guardian Insurance, focusing on disability insurance. 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 various third-party managers. The firm operates a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals and risk tolerance.

Frederic Gamet is a financial advisor with Equitable Advisors in New York, NY, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Equitable Advisors since 2000 and previously worked 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 operates a hybrid referral and implementation model, offering both advisory and brokerage/insurance services tailored to client goals and risk tolerance.

Joseph Ames is a financial advisor with Equitable Advisors in New York, NY, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Piper Sandler & Co, Juniper Advisory, and Ros Capital Partners. 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 operates as both an SEC-registered investment adviser and a broker-dealer, relying heavily on LPL-sponsored programs and endorsed third-party managers to deliver a range of advisory and brokerage solutions.

Arthur Enloe 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 outside of finance in catering, construction, and municipal government. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions. The firm offers financial planning, brokerage, insurance distribution, and access to third-party asset management programs, operating through multiple program sponsors and maintaining a dual registration as an SEC-registered investment adviser and broker-dealer.

Aidan Levy is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, he held positions at 777 Partners, ConnectWise, and the Central Park Zoo. Outside of finance, he has worked as a freelancer with Winick Productions. 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, offering both advisory and brokerage channels to implement client recommendations.

Lin Xie is a financial advisor with Equitable Advisors in New York, NY, holding a Series 66 designation. Lin joined Equitable Advisors in 2025 and has prior experience at Rochetser Institute Technology and in the restaurant industry. 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, offering advisory and brokerage/insurance services tailored to client goals and risk tolerance.

Roselle Gerber is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. She previously worked at JPMorgan Chase Bank, N.A., J.P. Morgan Securities, and JPMorgan Chase NA from 2006 to 2022. 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/insurance channels to deliver tailored financial solutions.

Julia Yeroushalmi is a financial advisor with Equitable Advisors in New York, NY. She holds a Series 66 designation and joined the firm in 2026. Prior to her current role, her background includes work experience outside the financial industry and education at Boston University. 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 third-party programs. The firm operates a hybrid referral and implementation model, providing both advisory and brokerage/insurance services tailored to client goals and risk tolerance.

Kyle Virden is a financial advisor with Equitable Advisors in New York, NY, holding a Series 66 designation and two years of industry experience. His prior work experience includes roles outside of finance at Accurate Lock & Hardware and several positions in hospitality and education. 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, offering both advisory and brokerage channels tailored to client goals and risk tolerance.

Malcolm Mackenzie is a financial advisor at Equitable Advisors with eight years of industry experience. He holds a Series 66 designation and has been with Equitable Advisors since 2018, previously working briefly at AXA Advisors, LLC. Equitable Advisors serves a diverse client base, including individuals, high-net-worth clients, retirement plans, 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 a mix of advisory and brokerage solutions and utilizes LPL-sponsored programs and endorsed TAMPs to deliver its services.

William Kim is a financial advisor with Equitable Advisors in New York, NY, holding a Series 66 designation and one year of industry experience. Prior to his current role starting in 2025, he worked at J.P Lall in 2023 and has academic and varied work experience dating back to 2016. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charities, 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 broker-dealer, utilizing LPL-sponsored programs and endorsed third-party managers to deliver advisory and brokerage solutions.

Gabriella Mogollon is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. Her previous roles include positions at Rapaport and the Americas Society, as well as academic experience at New York University and George School. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charitable organizations, and institutional investors. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs through a dual registration as an SEC-registered investment adviser and broker-dealer.

William Thomas is a financial advisor with Equitable Advisors in New York, NY, holding the Series 63 and Series 66 designations and over one year of industry experience. Prior to joining Equitable Advisors, he worked at TH/RST Group and Forgeois Group, among other roles. Outside of finance, he works as a bartender at a restaurant/bar called Nobody Told Me Dumbo. Equitable Advisors serves a diverse client base 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, utilizing a delivery model that relies heavily on LPL-sponsored programs and endorsed TAMPs.

Sacha Serog is a financial advisor with Equitable Advisors in New York, NY, holding a Series 66 designation and beginning their industry career in 2026. Prior to joining Equitable Advisors, their background includes roles at PDS Development Corporation, Asphalt Green Soccer Club, and Baruch College. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients. The firm provides financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating through a dual registration as an SEC-registered investment adviser and broker-dealer.

Daniel Jeleniewicz is a financial advisor at Equitable Advisors with two years of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining Equitable Advisors, he held various roles including positions at Nike, Watermark, Lowes, and educational institutions such as Binghamton University and Berkeley 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 employs a hybrid referral and implementation model, offering advisory and brokerage services tailored to client goals and risk tolerance.

Galen Chen is a financial advisor with Equitable Advisors in New York, NY. He holds a Series 66 designation and has been in the industry since 2025, previously working with World Financial Group and Hearty Offer, Inc. outside the financial sector. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, and institutions, offering a range of financial planning, brokerage, and asset management solutions through various third-party programs and strategic partnerships.