Michael Morelli is a financial advisor with Equitable Advisors, holding a Series 66 designation and four years of industry experience. He previously worked at The Prudential Insurance Company of America, Pruco Securities LLC, Spectrum, and Prime Communications. In addition to his advisory role, he is active as a health insurance agent, enrolling clients in Medicare and ACA contracts. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives and third-party program sponsors.

Michael Holt is a financial advisor at Equitable Advisors with Series 63 and Series 65 credentials. He has worked in the financial industry since 2016, previously holding positions at Smith Viceroy Capital, Atlas Group LTD, and Tyger Asset Holdings before joining Equitable Advisors in 2026. Equitable Advisors serves a broad client base including individuals of varying net worth, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management programs delivered through a network of Investment Adviser Representatives, utilizing both proprietary and third-party advisory models.