Peter Novak is a financial advisor with Equitable Advisors, holding a Series 66 designation and 21 years of industry experience. He has worked at Equitable Advisors since 2005 and previously at Axa Advisors, LLC. Novak serves as a board member of Air Technical Industries. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension plans, corporations, and charitable organizations. The firm utilizes a range of advisory programs, including third-party managed models and proprietary services, to serve clients across various wealth levels.

Jason Bennett is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He has worked at Equitable Advisors since 2016 and previously at Axa Advisors. He serves as the treasurer of the Rocky River Soccer Organization. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm employs a range of advisory programs, including third-party asset managers and LPL-sponsored solutions, emphasizing client-specific risk assessment and tailored investment models.

Nicholas Vaglia is a Series 66-licensed financial advisor with six years of industry experience. He has worked at Equitable Advisors since 2020 and previously held roles at Mellon Investments Corp., Mellon Capital Management, and BNY Mellon. Equitable Advisors serves individual clients across wealth levels, pension and profit-sharing plans, corporations, charitable organizations, and institutions. The firm offers financial planning, retirement consulting, and asset management programs through a network of advisors, utilizing a range of third-party manager platforms and proprietary solutions.

Katherine White is a financial advisor with Equitable Advisors in Sheffield, Ohio, holding a Series 66 designation and 13 years of industry experience. She has been with Equitable Advisors since 2013, previously associated with Axa Advisors, LLC. Outside of her advisory role, she is a member of Epik Wealth Holdings, LLC, an entity created to purchase an office building. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset management programs. The firm utilizes a range of third-party advisory models and provides ERISA fiduciary services through credentialed representatives.

Eric Heilmann is a Series 66 licensed advisor with 24 years of industry experience. He has worked at Equitable Advisors since 2001, following his tenure at Axa Advisors, Llc. He is also a partner in EPIK Wealth Holdings LLC. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by providing financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives. The firm uses a range of advisory models and third-party asset managers to deliver customized investment solutions.