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Thomas K
Series 66
Oak Brook, IL
Equitable Advisors
Thomas Klupchak Jr. is a Series 66 licensed financial advisor with Equitable Advisors, based in Oak Brook, IL. He has one year of industry experience, including roles at Temperature Equipment Corporation and involvement with Infant Jesus of Prague. Equitable Advisors serves a diverse client base, including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives. The firm utilizes third-party asset managers and LPL-sponsored advisory programs, offering a range of investment options and ERISA fiduciary services.
Donald K
Series 63, Series 66
Oak Brook, IL
Equitable Advisors
Donald Kent is a financial advisor with Equitable Advisors in Oak Brook, IL, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with Equitable Advisors since 2017 and previously worked with Axa Advisors. Outside of his advisory role, he owns and operates Tall Corn Alpacas, LLC, a farm business involved in raising animals for fleece production. Equitable Advisors serves individual clients across wealth levels, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives. The firm emphasizes risk assessment and client-specific program matching, utilizing both third-party asset managers and proprietary advisory models.
Delali A
Series 66
Oak Brook, IL
Equitable Advisors
Delali Afenya is a Series 66–licensed financial advisor with seven years of industry experience, currently practicing at Equitable Advisors in Oak Brook, IL. Prior to joining Equitable Advisors in 2019, he worked at AXA Advisors, LLC, Mike Fultz, and Elmhurst College. Equitable Advisors serves a diverse client base that includes individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers financial planning, retirement plan consulting, and various asset-management programs, utilizing both proprietary and third-party investment solutions delivered through a network of Investment Adviser Representatives.
Ravi L
Series 66
Oak Brook, IL
Equitable Advisors
Ravi Lakhani is a financial advisor with Equitable Advisors in Oak Brook, IL, holding a Series 66 designation and 18 years of industry experience. He has been with Equitable Advisors and its predecessor AXA Advisors since 2008. 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. The firm utilizes a range of advisory models implemented through third-party managers and focuses on matching clients to appropriate investment solutions without sponsoring its own wrap fee program.
Jackson G
Series 66
Oak Brook, IL
Equitable Advisors
Jackson Glisson is a financial advisor with Equitable Advisors, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Paychex, Inc., Arrive Logistics, and United Healthcare. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party advisory models.
Francis P
Series 66
Oak Brook, IL
Equitable Advisors
Francis Popernik is a financial advisor with Equitable Advisors and holds a Series 66 designation. He has one year of industry experience, including prior roles at Benefit Plan Administrators of Eau Claire and R. Popernik Co, Inc. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by providing financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives. The firm utilizes both proprietary and third-party investment models and offers ERISA fiduciary services to qualified plans.
Candice M
Series 63, Series 66
Oak Brook, IL
Equitable Advisors
Candice Monroe is a financial advisor with Equitable Advisors in Oak Brook, IL, holding Series 63 and Series 66 licenses and having 19 years of industry experience. Her prior roles include positions at Morgan Stanley and Commonwealth Financial Network. She volunteers with the Naperville Area Humane Society. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives and third-party program sponsors.
Stephen K
Series 66
Oak Brook, IL
Equitable Advisors
Stephen Kurka is a financial advisor with Equitable Advisors in Oak Brook, IL, holding a Series 66 designation and 17 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, LLC, since 2009. Outside of his advisory role, he is involved with an outside insurance brokerage under the name Wells, Roselieb and Raia Wealth Management, LLC. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients by providing financial planning, retirement plan consulting, and various asset management programs. The firm uses a range of advisory models implemented through third-party sponsors and offers ERISA fiduciary services to qualified plans.
Benjamin L
Series 66
Oak Brook, IL
Equitable Advisors
Benjamin Lally is a financial advisor at Equitable Advisors with the Series 66 designation and one year of industry experience. His prior work includes roles at Richardson Electronics and McCormick Construction & Development, as well as time at the University of Dayton. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm utilizes a network of Investment Adviser Representatives and offers various advisory programs through both proprietary and third-party managers.
Ashley E
Series 63, Series 65
Oak Brook, IL
Equitable Advisors
Ashley Edgeworth is a financial advisor with Equitable Advisors in Oak Brook, IL. She holds Series 63 and Series 65 licenses and has been with Equitable Advisors since 2026. Prior to her current role, her background includes positions in retail and hospitality sectors. Equitable Advisors serves a range of clients, including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management through a variety of firm-offered programs and third-party advisory platforms.
Joshua M
Series 63, Series 65
Oak Brook, IL
Equitable Advisors
Joshua Morris is a financial advisor at Equitable Advisors with Series 63 and Series 65 licenses and no prior industry experience. His background includes roles in education and construction, including positions at Calumet College of St. Joseph and MBP Construction. Equitable Advisors serves a range of clients from individuals to institutional entities, offering financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives and partnerships with third-party asset managers.
Timothy B
Series 66
Oak Brook, IL
Equitable Advisors
Timothy Barry is a financial advisor with Equitable Advisors in Oak Brook, IL, holding a Series 66 designation and nine years of industry experience. His prior work includes roles at AXA Advisors, Royal Box Co., and the University of Dayton. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm uses a range of advisory programs and third-party asset managers, focusing on client risk assessment and tailored investment solutions without sponsoring its own wrap fee program.
Marshall M
Series 66
Oak Brook, IL
Equitable Advisors
Marshall Mc Donnell is a Series 66 credentialed financial advisor with Equitable Advisors, based in Oak Brook, IL. He has three years of industry experience, including previous roles at State Farm and teaching positions at University of St Francis and Joliet Junior College. Outside of his advisory work, he conducts private baseball coaching lessons. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to a diverse client base including individuals, pension plans, corporations, and nonprofits. The firm utilizes a range of third-party advisory programs and asset managers, offering mutual funds, ETFs, separately managed accounts, and select alternative investments through a network of Investment Adviser Representatives.
Brendan P
Series 66
Oak Brook, IL
Equitable Advisors
Brendan Pasquale is a financial advisor at Equitable Advisors with a Series 66 credential and less than one year of industry experience. His background includes various roles in education and retail, as well as attendance at Carthage College. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives. The firm utilizes third-party asset managers and advisory programs while providing ERISA fiduciary services to qualified plans.
Conner B
Series 66
Oak Brook, IL
Equitable Advisors
Conner Boyer is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. His prior work includes roles outside the financial sector, such as at PHOENIX Closures and 7 Mile Cycles. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives and third-party managers.
Howell G
Series 66
Oak Brook, IL
Equitable Advisors
Howell Granger III is a Series 66-licensed financial advisor with 17 years of industry experience. He has been with Equitable Advisors since 2009 and previously worked at Axa Advisors, LLC. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by providing financial planning, retirement plan consulting, and a variety of asset-management programs. The firm’s approach involves assessing client information and risk tolerance to align them with appropriate advisory models, utilizing both proprietary and third-party investment solutions.
Andrew B
Series 63, Series 65
Oak Brook, IL
Equitable Advisors
Andrew Bennett is a financial advisor with Equitable Advisors in Oak Brook, IL, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with Equitable Advisors since 2009 and previously worked at Midwest Professional Planners, Ltd. from 2005 to 2010. Bennett serves as Stewardship Chairman and Trustee at First Presbyterian Church of Arlington Heights and is a board member of the Western Golf Association. Equitable Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management. The firm utilizes both proprietary and third-party advisory programs to deliver customized investment solutions.
Grant S
Series 66
Oak Brook, IL
Equitable Advisors
Grant Snyder is a Series 66-licensed financial advisor with Equitable Advisors in Oak Brook, IL, and has 17 years of industry experience. He has been with Equitable Advisors since 2008 and was previously associated with Axa Advisors, LLC. Snyder serves on the boards of multiple education foundations, including the N.E.W. 200 Education Foundation, Maercker Education Foundation, and Kaneland Education Foundation, participating in fundraising activities. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm employs a variety of advisory models and third-party asset managers, offering a broad range of investment options without sponsoring its own wrap fee program.
Roshan P
Series 63, Series 65
Oak Brook, IL
Equitable Advisors
Roshan Patel is a financial advisor with Equitable Advisors in Oak Brook, IL, holding Series 63 and Series 65 licenses and one year of industry experience. His work history includes roles at Primerica and Hatch Staffing, as well as an extended involvement with Dream Occasions from 2016 to 2024. Equitable Advisors serves individual clients across various wealth levels, pension and profit-sharing plans, corporations, and charitable organizations by offering financial planning, retirement plan consulting, and asset-management programs. The firm emphasizes matching clients to program models or discretionary managers, utilizing both proprietary and third-party solutions.
Roger N
Series 66
Oak Brook, IL
Equitable Advisors
Roger Nulton is a financial advisor with Equitable Advisors in Oak Brook, IL, holding a Series 66 designation and 15 years of industry experience. He has been with Equitable Advisors since 2011 and previously worked at Axa Advisors, LLC. Outside of his advisory role, he is a member and partner of Life Loyal Advisors, LLC, and serves as a trustee and power of attorney for family trusts. Equitable Advisors serves individuals, qualified plans, corporations, and institutions by providing financial planning, retirement plan consulting, and asset management programs. The firm offers a range of advisory models, including third-party managed programs and discretionary portfolio management, covering mutual funds, ETFs, separately managed accounts, and select alternative investments.
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