Michael Wayman is a financial advisor with Equitable Advisors in Rochester, NY, holding a Series 66 designation and three years of industry experience. Prior to joining Equitable Advisors in 2022, he worked at SUNY Brockport and held various community roles including positions at Perinton Community Center and Fairport High School. 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 asset managers. The firm operates a hybrid referral and implementation model and offers a range of advisory and brokerage services tailored to client goals and risk tolerance.

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. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, and institutional investors, 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 a broker-dealer, working extensively with program sponsors and third-party managers to provide advisory and brokerage solutions.

Stefan Muoio is a financial advisor with Equitable Advisors in Rochester, NY, holding Series 66 and Series 63 licenses and 11 years of industry experience. He has been with Equitable Advisors since 2015, including its predecessor, AxA Advisors. Equitable Advisors serves a diverse client base, including individuals, high-net-worth clients, retirement plans, corporations, charitable organizations, and institutions, providing 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, collaborating extensively with program sponsors and third-party managers to offer advisory and brokerage solutions.

Jessica Petterson is a financial advisor with Equitable Advisors in Rochester, NY, holding a Series 66 designation and two years of industry experience. She has worked with Equitable and its affiliated entities since 2020 and has prior experience at Ann Inc. Outside of her advisory role, she serves as a successor executor and power of attorney for several family estates. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs through a dual registration as an SEC-registered investment adviser and broker-dealer.

Justen Cruz is a financial advisor with Equitable Advisors, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Opticool Technologies and The Lighting Division. 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 third-party asset managers. The firm uses a hybrid referral and implementation model and offers both advisory and brokerage/insurance services to clients.

Christopher Kenney is a financial advisor at Equitable Advisors with one year of industry experience. He holds a Series 66 designation and previously worked in various roles outside the financial industry, including positions at Bob Johnson Toyota and Nazareth College. He serves as a trustee of a family trust for his grandfather, Edward Kenney. Equitable Advisors provides financial planning, retirement-plan support, and asset management services to individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm operates a hybrid referral and implementation model, utilizing third-party asset managers and offering both advisory and brokerage channels.

Christopher Harmon is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, he held various roles across healthcare, hospitality, and service industries, including positions at Brooks Memorial Hospital and Entertainment Partners Services LLC. 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 as a dual-registered SEC investment adviser and broker-dealer, working extensively through program sponsors and endorsed manager platforms to deliver advisory and brokerage solutions.

Kaitlin Patt is a financial advisor at Equitable Advisors with a Series 66 designation and less than one year of industry experience. Her prior work includes roles in education and community services within the Rochester, NY area. 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 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.

Michael Tornatore II is a financial advisor with Equitable Advisors in Rochester, NY, holding a Series 66 designation and seven years of industry experience. He has been with Equitable Advisors since 2018 and previously worked at Axa Advisors, LLC and Paychex Inc. Tornatore serves on the board of the Greece Regional Chamber of Commerce and is an active member of several local business organizations. Equitable Advisors provides financial planning, retirement plan support, and access to asset management for individual investors, plan sponsors, corporations, and charitable organizations. The firm uses a hybrid referral and implementation model, partnering with LPL and multiple third-party asset managers to deliver tailored advisory and brokerage services.

Raymond Bauman is a financial advisor with Equitable Advisors in Rochester, NY. He holds a Series 66 designation and has recently begun his career in the industry. His prior experience includes roles at BlueZone Sports and Rochester Cornerstone Group. 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 third-party programs, operating a hybrid advisory and brokerage model.

Alex Lincoln is a financial advisor at Equitable Advisors in Rochester, NY. He holds a Series 66 designation and began his advisory career in 2026. Prior to joining Equitable Advisors, his work experience includes roles at Park Maple City CDJR, Wegmans, Eastern Gateway Community College, and the United States Postal Service. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, relying extensively on LPL-sponsored programs and endorsed third-party managers.

Jeremy Krog is a financial advisor with Equitable Advisors, holding Series 65 and Series 66 licenses and bringing 24 years of industry experience. He has been with Equitable Advisors since 2001, including its predecessor Axa Advisors, Llc. Outside of his advisory role, he serves as power of attorney and executor for his spouse. 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 third-party asset managers, employing a hybrid referral and implementation model that combines advisory and brokerage channels.

Jacob Shea is a financial advisor at Equitable Advisors with four years of industry experience. He holds a Series 66 credential and has worked with Equitable Advisors since 2021. Prior to his advisory role, Shea held positions at Jcrew and Inspire Physical Therapy & Fitness, and has been involved in student government activities during his time at SUNY Brockport. 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’s delivery model leverages LPL-sponsored programs and endorsed third-party managers, with a mix of discretionary and non-discretionary management under controlled policies.

Sean Mallory is a financial advisor at Equitable Advisors with five years of industry experience. He holds a Series 66 designation and has worked at Equitable Advisors since 2020. Prior to his advisory role, Mallory has experience in the service and hospitality industries, including positions at a painting company, a restaurant, and a university. 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 access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and a broker-dealer, utilizing LPL-sponsored programs and a range of endorsed third-party managed account platforms.

Cole Weichman is a financial advisor at Equitable Advisors in Rochester, NY, holding a Series 66 designation and beginning his industry experience in 2026. Prior to joining Equitable Advisors, he worked at XLI Manufacturing and Pro-Tech Manufacturing. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients by offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs through a dual registration as an SEC-registered investment adviser and broker-dealer.

Atul Agarwal is a financial advisor with Equitable Advisors in Rochester, NY, holding Series 63 and Series 66 licenses and four years of industry experience. He has a diverse background including roles with several delivery and logistics companies as well as involvement with the University of Rochester Medical and Nursing School and the Monroe County Board of Elections. 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 as both an SEC-registered investment adviser and broker-dealer, utilizing a range of sponsored programs and third-party managers to deliver advisory and brokerage solutions.

Lucas Yankloski is a financial advisor at Equitable Advisors with seven years of industry experience. He holds the Series 66 designation and has prior experience at Axa Advisors and in academic roles at the State University of New York and Finger Lakes Community College. Yankloski also operates a sole proprietorship through which he manages administrative support. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions, providing 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 a delivery model focused on LPL-sponsored programs and a broad set of endorsed third-party managers.

Angel Alvarez is a financial advisor at Equitable Advisors with a Series 66 license and one year of industry experience. Prior to joining Equitable Advisors, he was involved with Men's Health Network and has academic experience from John Fisher University. He has also managed a family-owned restaurant business for six years. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients by 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, working extensively through program sponsors and third-party managers to deliver advisory and brokerage solutions.

Katherine Donegan is a financial advisor at Equitable Advisors with two years of industry experience. She holds Series 63 and Series 66 licenses. Her prior work includes managing contracting and pet sitting businesses, as well as an in-home daycare. Equitable Advisors serves a diverse client base, including individuals, high-net-worth clients, retirement plans, and institutions, offering financial planning and access to various advisory and brokerage solutions through third-party asset managers and program sponsors.

Carson Crandall is a financial advisor with Equitable Advisors holding a Series 66 designation and beginning his industry career in 2026. Prior to joining Equitable Advisors, he held various roles including positions at 7crest Financial Partners and St. John Fisher University. Outside of financial services, his background includes experience in education and local community roles in the Rochester, NY area. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, and institutions. The firm offers financial planning, brokerage, insurance, and access to third-party asset management programs, operating through extensive use of LPL-sponsored and endorsed program platforms.