Patrick Mcevoy is a Series 66-licensed financial advisor with Equitable Advisors in New York, NY, where he has worked for 15 years. Prior to his current role, he was associated with Axa Advisors, LLC for nine years. He also operates under the DBA Periscope Wealth Partners. 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, utilizing a dual-registered model and partnerships with programs sponsored by LPL and other third parties.

Ross Ginsberg is a financial advisor with Equitable Advisors in New York, NY, holding a Series 66 designation and 20 years of industry experience. He has been with Equitable Advisors since 2006 and previously associated with Axa Advisors, LLC. Outside of his advisory role, he owns Plate & Cloth LLC, a print-on-demand online merchandise business. 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 as both an SEC-registered investment adviser and broker-dealer.

Brian Smith is a financial advisor at Equitable Advisors in New York, NY, holding a Series 66 designation. He joined Equitable Advisors in 2026 and has prior experience working with Greg Norman and ASICS. His background also includes roles in various industries such as fitness and food service, as well as teaching positions at Florida Gulf Coast University and Randolph High School. 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 channels to meet client needs.

Oscar Osborne 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 in 2025, he worked at Momentum Solar and Cutco Vector Marketing and attended the University of Miami. Equitable Advisors serves a diverse range of clients 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, relying heavily on LPL-sponsored programs and endorsed third-party managers to provide advisory and brokerage solutions.

Joshua Raj is a financial advisor at Equitable Advisors with five years of industry experience. He holds a Series 66 designation and has worked at Equitable Advisors since 2020. His previous roles include positions at LRT Sports and the University of Arizona Recreation Center. 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, with a delivery model that emphasizes LPL-sponsored programs and various endorsed third-party managers.

Austin Rispler is a financial advisor with Equitable Advisors holding a Series 66 designation. He has been with Equitable Advisors since 2026 and has prior experience at firms including Premier Consulting Partners, Chronograph, Lux Capital, and Nussbaum Berg Klein & Wolpow, CPAs LLP. 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 a broker-dealer and collaborates extensively with program sponsors and third-party managers to deliver advisory and brokerage solutions.

Nicolas Cochran is a financial advisor with Equitable Advisors in New York, NY. He holds a Series 66 designation and began his advisory career in 2026. Prior to joining Equitable Advisors, his background includes positions in various organizations such as Idexx, ICATALIST, and IES Study Abroad. Equitable Advisors serves a diverse clientele 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 as both an SEC-registered investment adviser and a broker-dealer.

Linus Carrier is a financial advisor at Equitable Advisors in New York, NY, holding a Series 66 designation. He has been with Equitable Advisors since 2026 and has prior experience with the American Academy of ADR Attorneys and engagements at Lehigh University. 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 works extensively through program sponsors and third-party managers to deliver advisory and brokerage solutions.

Aleezah Burhan is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. Her prior roles include work at Lifetime Squash and the Pottstown Ambulatory Center, as well as studying at Tufts University. 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 through a variety of sponsored platforms and endorsed programs.

Brandon La Mazza is a financial advisor at Equitable Advisors with Series 65 and Series 63 credentials and one year of industry experience. His background includes roles at Southern Connecticut State University, Concordia University, and Shchuyler Hill Funeral Home. Equitable Advisors serves a broad range of clients including individuals, high-net-worth families, 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, operating with a model that relies on LPL-sponsored programs and multiple endorsed third-party managers.

Lucas Hellman is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. Before joining Equitable Advisors, he held various roles including positions at North Shore Boulangerie and BMW Milwaukee North. Equitable Advisors serves a diverse range of clients including individuals, high-net-worth individuals, 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, relying on LPL-sponsored programs and endorsed TAMPs to deliver advisory and brokerage solutions.

Samuel Woodcock 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 2017, following a prior role at AXA Advisors. Woodcock also operates under the DBA The Summit Group. Equitable Advisors provides financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs for individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients. The firm is dual-registered as an SEC-registered investment adviser and broker-dealer and works extensively with program sponsors and third-party managers to deliver both advisory and brokerage solutions.

Matthew Schill 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. Prior to joining Equitable Advisors, he worked at BGC Financial and has experience in various businesses including Patricks Pools, Duryea's Orient Point, Southold Fish Market, and Surrey Lane Farm. 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 endorsed third-party managers, providing a mix of discretionary and non-discretionary asset management services.

Charles Samuelsohn is a financial advisor at Equitable Advisors with six years of industry experience. He holds a Series 66 designation and has previously worked at AXA Advisors, Northwestern Mutual, and Agecroft Partners LLC. Outside of finance, he has been involved with the Town of Bedford Parks and Recreation. Equitable Advisors serves a broad 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, operating as both an SEC-registered investment adviser and broker-dealer.

Shayan Khan is a financial advisor at Equitable Advisors with one year of industry experience. He holds the Series 66 designation and previously worked at Pepsico, Inc. and Amazing Edibles Catering. 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, tailoring services based on client goals, risk tolerance, and time horizon.

Kevin Huang is a financial advisor at Equitable Advisors in New York, NY, holding a Series 66 designation. He has one year of industry experience, having joined Equitable Advisors in 2026. Prior to this role, his work history includes positions outside the financial sector such as technical support and customer service roles. Equitable Advisors serves a diverse client base including individuals, high-net-worth investors, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of financial planning, brokerage, insurance, and asset management services, operating through program sponsors and third-party managers with both discretionary and non-discretionary account management.

Jiaxin Chen is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, Chen held positions at ForeBright Capital, China International Capital Corporation, and PricewaterhouseCoopers Zhong Tian LLP, Shenzhen Branch. Chen’s background also includes multiple roles at New York University. 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 range of third-party asset managers. The firm operates a hybrid referral and implementation model, offering both advisory and brokerage/insurance services tailored through a comprehensive client intake process.

Kristina Dabcevic is a financial advisor with Equitable Advisors in New York, NY, holding Series 63, 65, and 66 licenses and 17 years of industry experience. She worked at FCG Advisors LLC/Barley Mill Asset Management for 10 years before joining Equitable Advisors in 2020. Outside of her advisory role, she owns a rental property. 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 and risk tolerance.

Daniel Smith is a financial advisor at Equitable Advisors in New York, NY, holding a Series 66 credential with one year of industry experience. Prior to joining Equitable Advisors, he held various roles in the hospitality and media sectors, including positions at Matunuck Oyster Bar and Devv Media. 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 a broker-dealer, relying extensively on LPL-sponsored programs and endorsed TAMPs to deliver advisory and brokerage solutions.

Musabbir Noor is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. His prior work includes roles at Astor Harrington Holdings Inc and Montini Xavier's State Farm Agency. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charitable organizations, and institutions by providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates through multiple program sponsors and third-party managers, offering both discretionary and non-discretionary advisory solutions.