Kimberly Williams is a financial advisor at Equitable Advisors with a Series 66 designation and over a decade of industry experience, including 12 years at M Financial Group. She operates a sole proprietorship, Yarn Posse Designs, which creates clothing designs for hand knitters. Kimberly also serves as a board member for the nonprofit Financial Beginnings. Equitable Advisors provides financial planning, retirement plan support, and access to asset management services for individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm utilizes a hybrid referral and implementation model, leveraging third-party asset managers and offering both advisory and brokerage channels to serve a broad client base.

Raymond Oliver Alvarez is a Series 66-licensed financial advisor with Equitable Advisors, bringing two years of industry experience. In addition to his advisory role, he is the owner of Mainely Kitchens and Baths Inc. and Summerhands Construction, two non-investment-related businesses. Equitable Advisors serves a wide range of clients including individuals, high-net-worth families, retirement plans, and institutions, offering financial planning, brokerage services, and access to third-party asset managers through a dual-registered model as both an SEC-registered investment adviser and broker-dealer.

Matthew Meader is a financial advisor with Equitable Advisors in Portsmouth, NH, holding a Series 66 designation and three years of industry experience. Prior to joining Equitable Advisors, he worked in various roles including at Troon Golf and Signature Flight Support. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, and institutional entities, offering 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, employing a delivery model that emphasizes LPL-sponsored programs and a variety of endorsed third-party asset management platforms.

Joel Kapelson is a financial advisor with Equitable Advisors, holding Series 63 and Series 66 credentials and 16 years of industry experience. His prior roles include positions at NYLIFE Securities LLC, New York Life Insurance Co, Pruco Securities LLC, Axa Advisors, LLC, and MassMutual Life Insurance Company. Outside of his advisory work, he is involved in independent insurance sales with providers such as Anthem, Harvard, Pilgrim, Tufts, and Humana. Equitable Advisors serves a diverse client base including individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm offers financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers, utilizing a hybrid referral and implementation model to tailor services to client goals and risk tolerance.

Brad Aham is a financial advisor with Equitable Advisors in Portsmouth, NH, holding a Series 66 credential and five years of industry experience. Prior to joining Equitable Advisors in 2021, he worked with Bluefish Property Group LLC and Bluefish Holdings LLC from 2011 to 2020. He serves as a volunteer board member and chair of the investment policy committee for the Essex County Greenbelt Association, a nonprofit land trust. Equitable Advisors serves a diverse client base including individuals, high-net-worth, 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 as both an SEC-registered investment adviser and broker-dealer, utilizing LPL-sponsored programs and third-party managers to deliver advisory and brokerage solutions.

Blake Bachry is a financial advisor at Equitable Advisors with a Series 66 credential and two years of industry experience. Prior to joining Equitable Advisors, he held various roles including positions at Haverhill High School and as a ride-share driver. Outside of his advisory work, he is employed as an Uber driver and works part-time at Bosa’s Coastal Italian Restaurant. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions, offering financial planning, broker-dealer services, insurance distribution, and third-party asset management programs. The firm operates as a dual-registered SEC investment adviser and broker-dealer, collaborating extensively with program sponsors and third-party managers to deliver both advisory and brokerage solutions.

Phillip Panici is a financial advisor at Equitable Advisors with seven years of industry experience. He holds a Series 66 credential and has worked at Equitable Advisors since 2019, with prior roles at Axa Advisors and Primus Management Group. Outside of his advisory work, Panici serves as a basketball referee for IAABO Board 130. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, and institutional investors, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates primarily through program sponsors and third-party managers, offering both advisory and brokerage solutions with a significant portion of assets managed on a non-discretionary basis.

Conor Aten is a financial advisor with Equitable Advisors, holding Series 63 and Series 66 licenses and six years of industry experience. He has worked at several firms including New York Life, Eagle Strategies, and AXA Advisors. Outside of his advisory role, he is involved in the restaurant industry as a bar back at Puritan Back Room in Manchester, NH. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of financial planning, brokerage, and advisory services, partnering extensively with third-party managers and program sponsors to deliver tailored investment solutions.

Matthew Sotir is a financial advisor with Equitable Advisors in Portsmouth, NH, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with Equitable Advisors since 2005, having previously worked at AXA Advisors, LLC. Outside of his advisory role, he serves in leadership and board positions with several Albanian cultural and religious organizations and founded Civic Voices of New England. 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 broad range of third-party asset managers. The firm uses a hybrid referral and implementation model and offers both advisory and brokerage channels to meet client needs.

Paul Ziolkowski is a financial advisor with Equitable Advisors in Portsmouth, NH, holding a Series 66 designation and 14 years of industry experience. He has been with Equitable Advisors since 2012, including time with its predecessor, Axa Advisors. 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 programs. The firm uses a hybrid referral and implementation model, combining advisory and brokerage services with a focus on tailored client solutions.

John Sargent is a financial advisor at Equitable Advisors with a Series 66 credential and less than one year of industry experience. Prior to joining Equitable Advisors, his work history includes various roles outside the financial industry. Equitable Advisors serves a diverse client base including individuals, high-net-worth, retirement plans, corporate, charitable, and institutional clients, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates with a dual registration as an SEC-registered investment adviser and broker-dealer, utilizing LPL-sponsored programs and endorsed TAMPs to deliver advisory and brokerage solutions.

Katie Mc Donald is a financial advisor with Equitable Advisors in Portsmouth, NH, holding Series 63 and Series 65 licenses and seven years of industry experience. She has been with Equitable Advisors since 2019 and previously worked at Axa Advisors, Llc. Katie’s background includes roles outside finance, such as positions at Lululemon and Sheraton Myrtle Beach Convention Center Hotel. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating primarily through LPL-sponsored programs and endorsed TAMPs.

Luke Sotir is a financial advisor with Equitable Advisors in Portsmouth, NH, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Equitable Advisors since 2005 and previously worked at AXA Advisors, LLC. Outside of his advisory role, Sotir serves as a board member and treasurer for Christ Revolution Church. 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 multiple 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.

Robert Rubano is a financial advisor with Equitable Advisors in Portsmouth, NH, holding a Series 66 designation and nine years of industry experience. He has previously worked at John Hancock/Manulife Asset Management, Merrill, and several wealth management firms. Outside of his advisory role, Rubano operates Phillips Academy Ice Rinks as a rink operator and ice hockey instructor and serves as Treasurer for the Triton Youth Hockey nonprofit organization. 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 managers. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage channels to tailor investment solutions to clients’ goals and risk tolerances.

Abednego Nakoma is a financial advisor at Equitable Advisors with a Series 66 credential and one year of industry experience. Prior to joining Equitable Advisors, he worked at the International Institute of New England and Natural Air. 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 through program sponsors and endorsed third-party managers and holds a dual registration as an SEC-registered investment adviser and broker-dealer.