Harvey Small is a financial advisor with Equitable Advisors in Sarasota, FL, holding Series 63 and Series 65 credentials and over 39 years of industry experience. He has been with Equitable Advisors since 1999, including its prior iteration as Axa Advisors. Outside of his advisory role, he operates a small woodworking business, Whispering Winds Woodcrafting. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and various asset management programs through a network of Investment Adviser Representatives. The firm emphasizes personalized risk assessment and matches clients to suitable advisory programs, utilizing both proprietary and third-party investment solutions.

Douglas Roselieb is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He has been with Equitable Advisors since 1999, including time under its prior name, Axa Advisors. Roselieb serves on the boards of the Red Door Program, which funds Methodist churches in Northern Illinois, and Watts of Love, a nonprofit that provides solar lighting to families. Equitable Advisors serves a broad client base that includes 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 asset managers.