William Hager is a financial advisor with Equitable Advisors, holding a Series 66 designation and four years of industry experience. His background includes roles at the University of Dayton, the Country Club of Rochester, and Pittsford Central School District. He has been with Equitable Advisors since 2021. 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 offers a range of advisory programs and works with third-party asset managers to deliver tailored investment solutions.

Michael Wayman is a financial advisor with Equitable Advisors in Rochester, NY, holding a Series 66 credential and four years of industry experience. His prior work includes roles at SUNY Brockport and St. Bonaventure University, and he has been involved with community organizations such as the Perinton Community Center. 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. The firm utilizes both proprietary and third-party advisory models and provides services including ERISA fiduciary support for qualified plans.

Shawn Paylor is a ChFC® and Series 66-licensed financial advisor with five years of industry experience. He has worked at Equitable Advisors since 2021 and previously spent five years at ORKIN Pest Control. Based in Rochester, NY, Paylor is part of a large team of advisors serving diverse client needs. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension plans, corporations, charitable organizations, and institutional clients. The firm’s approach includes matching clients to investment program models or discretionary managers, utilizing both proprietary and third-party asset management solutions.

Stefan Muoio is a financial advisor with Equitable Advisors in Rochester, NY, holding Series 63 and Series 66 designations and 11 years of industry experience. He has been with Equitable Advisors and its predecessor, AxA Advisors, since 2015. Equitable Advisors serves a broad client base including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and various asset-management programs. The firm utilizes both proprietary and third-party advisory models, providing diverse investment solutions through a network of Investment Adviser Representatives.

Jessica Petterson is a financial advisor at Equitable Advisors in Rochester, NY, holding a Series 66 designation with three years of industry experience. Her prior work history includes roles at Ann Inc. from 2016 to 2020. She is appointed as successor executor and power of attorney on several family estates, a future responsibility that reflects prior trust placed in her. Equitable Advisors serves a range of clients including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives and third-party managers.

Jacob Zimmer is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. His prior work includes roles at Kitu Life Inc. and Zimmer Sales and Services Corp, as well as time spent at the University at Buffalo and McQuaid Jesuit High School. Equitable Advisors serves individuals across various wealth levels, as well as pension plans, corporations, and charitable organizations, providing financial planning, retirement consultation, and asset management through a network of Investment Adviser Representatives. The firm utilizes a range of proprietary and third-party advisory programs and emphasizes matching clients to models or discretionary managers based on risk tolerance and personal data.

Justen Cruz is a financial advisor at Equitable Advisors with two years of industry experience. He holds the Series 66 credential and has worked across various roles prior to joining Equitable Advisors in 2023, including positions at Opticool Technologies and The Lighting Division. Equitable Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management programs through a broad network of advisers and third-party managers.

Christopher Kenney is a financial advisor at Equitable Advisors with two years of industry experience. He holds the Series 66 designation and previously worked in automotive sales and education sectors, including roles at Bob Johnson Toyota and Nazareth College. He also serves as a trustee for a family trust. Equitable Advisors provides financial planning, retirement consulting, and asset-management services to a diverse client base, utilizing a range of third-party and proprietary investment programs supported by a network of Investment Adviser Representatives.

Christopher Harmon is a Series 66 licensed advisor with Equitable Advisors in Rochester, NY. He joined the firm in 2026 and has prior work experience across various industries including healthcare, hospitality, and logistics. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by providing financial planning, retirement plan consulting, and asset-management programs. The firm utilizes a network of Investment Adviser Representatives and third-party asset managers to deliver tailored advice and implementation across a range of investment products.

Kaitlin Patt is a Series 66-licensed financial advisor at Equitable Advisors with one year of industry experience. Prior to joining Equitable Advisors, her background includes roles in education and community services. Equitable Advisors serves a diverse 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 partners.

Michael Tornatore II is a financial advisor with Equitable Advisors in Rochester, NY, holding a Series 66 designation and eight years of industry experience. His prior work includes roles at AXA Advisors and Paychex Inc. He serves on the board of the Greece Regional Chamber of Commerce and is active in several local business organizations. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension plans, corporations, charitable organizations, and institutional clients. The firm utilizes a range of third-party advisory programs and focuses on matching clients to suitable investment models and discretionary managers.

Raymond Bauman is a financial advisor with Equitable Advisors in Rochester, NY, holding the Series 66 designation and one year of industry experience. His prior work includes roles at BlueZone Sports and Rochester Cornerstone Group. 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. The firm employs a network of Investment Adviser Representatives and utilizes both firm-offered and third-party advisory programs to tailor services to client needs.

Alex Lincoln is a financial advisor at Equitable Advisors with a Series 66 credential and one year of industry experience. Prior to joining Equitable Advisors, his work history includes roles at Park Maple City CDJR, Wegmans, Eastern Gateway Community College, and the United States Postal Service. Equitable Advisors serves a broad 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 programs, relying on a network of Investment Adviser Representatives and third-party asset managers to implement tailored investment solutions.

Jeremy Krog is a financial advisor with Equitable Advisors in Rochester, NY, holding Series 65 and Series 66 licenses and 25 years of industry experience. He has worked at Equitable Advisors since 2001 and was previously associated with AXA Advisors, LLC during its affiliation period. He serves as power of attorney and executor for his spouse. 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 combination of proprietary and third-party advisory programs to tailor investments based on client risk tolerance and personal or plan information.

Jacob Shea is a financial advisor with Equitable Advisors in Rochester, NY, holding a Series 66 designation and five years of industry experience. Prior to joining Equitable Advisors in 2021, he worked in retail and physical therapy settings, including roles at J.Crew and Inspire Physical Therapy & Fitness. He has also been involved in student government and nonprofit organizations during his academic career. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm uses a range of advisory models and third-party managers to tailor investment solutions, serving both high-net-worth and non-high-net-worth clients.

Sean Mallory is a financial advisor at Equitable Advisors with five years of industry experience. He holds the Series 66 designation and has worked at Equitable Advisors since 2020. Prior to his advisory career, he was involved in operations at Ladder 91 Painting Co and Dibella's Old Fashioned Subs, and he also has work experience at University at Buffalo and Agatina's Restaurant. Equitable Advisors serves individuals ranging from non-high-net-worth to high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm offers financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives and third-party asset managers.

Cole Weichman is a financial advisor at Equitable Advisors in Rochester, NY, holding a Series 66 designation. He has less than one year of industry experience and previously worked in manufacturing roles at Pro-Tech Mfg. and XLI Mfg. 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 through a network of Investment Adviser Representatives. The firm offers both proprietary and third-party investment programs, focusing on customized client solutions and a range of asset classes including mutual funds, ETFs, and alternative investments.

Lucas Yankloski is a financial advisor with Equitable Advisors in Rochester, NY, holding a Series 66 designation and having seven years of industry experience. Prior to joining Equitable Advisors, he worked at Axa Advisors, Llc, and held positions at the State University of New York and Finger Lakes Community College. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives. The firm’s approach includes matching clients to program models or discretionary managers, with offerings that encompass mutual funds, ETFs, separately managed accounts, alternative investments, and ERISA fiduciary services.

Angel Alvarez is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. His prior work includes roles at Men's Health Network and John Fisher University, as well as entrepreneurial experience running Caraglio's Pizza. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individual clients, pension plans, corporations, and charitable organizations. The firm utilizes a variety of advisory programs and third-party asset managers to tailor investment solutions based on client risk tolerance and needs.

Katherine Donegan is a financial advisor at Equitable Advisors in Rochester, NY, holding Series 63 and Series 66 licenses with three years of industry experience. Prior to her current role, she operated small businesses including Katie's Pet Sitting Services and Katie's In Home Daycare. She also worked at Cino Contracting for four years. 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 and third-party managers.