Richard Sweet is a financial advisor with Equitable Advisors in Palm Beach, FL, holding Series 63 and Series 66 credentials and bringing 39 years of industry experience. His prior work includes roles at CMG Financial Planning Ltd., AXA Advisors, LLC, and Kestra Investment Services, LLC. Outside of advising, he owns several limited liability companies. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives and third-party program sponsors.

Daniel Morales is a Series 66-licensed financial advisor with Equitable Advisors in Palm Beach, FL, where he has worked since 2018. He has eight years of industry experience and previously worked with AXA Advisors, LLC. Morales also has professional experience outside finance, including roles at Polo Club Apartments and Dotaciones y Escolares SAS. 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 investment solutions.