Jennifer Morales is a financial advisor with Equitable Advisors in Tampa, FL, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. Her prior roles include positions at RBI, AGIA, VALIC Financial Advisors, Platinum Wealth Partners, and Primerica Advisors. She volunteers as a troop leader with the Girl Scouts of Central Florida. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, and institutions, offering financial planning, brokerage services, insurance distribution, and access to third-party asset management programs through a range of sponsored and endorsed platforms.

Nicholas Karl is a financial advisor at Equitable Advisors with one year of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Florida Financial Advisors. His background includes roles outside finance, such as employment at Mothers Peninsula Grille and involvement with the Maryland Yacht Club. 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 employs a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to implement client recommendations.

Michael Tippin is a financial advisor with Equitable Advisors in Tampa, FL, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Equitable Advisors since 1999, including time with its predecessor, AXA Advisors. Outside of his advisory role, he is a member of Bourbon Brau LLC, an entity formed to purchase an airplane, and maintains an outside business website. Equitable Advisors serves a broad client base including individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm offers financial planning and asset management access through LPL programs and third-party managers, operating a hybrid referral and implementation model with both advisory and brokerage channels.

Fernando Vidal Otero is a financial advisor with Equitable Advisors in Land O' Lakes, FL, holding Series 63 and Series 65 licenses and 16 years of industry experience. He has been with Equitable Advisors since 2009 and previously worked at Axa Advisors, LLC. Outside of his advisory role, he is the managing member of FVOESQ, LLC, a non-investment-related business based in Orlando, FL. 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 various third-party asset managers. The firm operates a hybrid referral and implementation model and offers both advisory and brokerage/insurance channels to implement client recommendations.

Michael Cosentino Jr. is a financial advisor with Equitable Advisors in Odessa, FL, holding a Series 66 designation and 21 years of industry experience. He has been with Equitable Advisors since 2003 and previously associated with Axa Advisors, LLC. Outside of his advisory role, he serves on the advisory board of the Northwest YMCA in Tampa, FL, contributing to fundraising and improvement projects. 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 employs a hybrid referral and implementation model that emphasizes tailored client intake, written financial plans, and a combination of advisory and brokerage services.

Matthew Cassity is a financial advisor with Equitable Advisors in Tampa, FL, holding a Series 66 designation and eight years of industry experience. He has been with Equitable Advisors since 2017 and previously worked at Axa Advisors, LLC and Bajas/Prive. 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 employs a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.

Jonathan Zollo is a financial advisor with Equitable Advisors, holding a Series 66 designation and 29 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, LLC, since 1999. Outside of his advisory role, he teaches music at the Tarpon Springs High School Leadership and Music Conservatory and serves as treasurer of the Leadership Conservatory Foundation, Inc. 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 employs a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to implement client recommendations.

Noah Chaberek is a financial advisor with Equitable Advisors in Tampa, FL, holding a Series 66 designation and three years of industry experience. Prior to joining Equitable Advisors, he worked at Murphy's Taproom and Carriage House and has served as a marketing specialist and advertising professional in a general contracting and roofing business. 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 through program sponsors and third-party managers, with a significant portion of assets managed on a non-discretionary basis.

Grieta Patenaude is a financial advisor with Equitable Advisors in Tampa, FL, holding Series 63 and Series 66 designations and one year of industry experience. Her prior roles include positions at Primerica Advisors and Primerica Financial Services, as well as work with Encompass Health LLC and the Hillsborough County School District. She has been involved with the Boys & Girls Club of the Suncoast since 2024. Equitable Advisors serves a diverse range of 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 a broker-dealer, relying heavily on LPL-sponsored programs and endorsed third-party managers to deliver advisory and brokerage solutions.

Jacob Bubenik is a financial advisor with Equitable Advisors in Tampa, FL, holding Series 63 and Series 65 credentials and over 31 years of industry experience. He has been with Equitable Advisors since 2005, including its predecessor AXA Advisors, and has a background spanning more than two decades at these firms. Outside of his advisory role, he manages a small non-investment-related business involving a condominium rental and owns Bubenik Enterprises, LLC, which supports his business operations. 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 employs a hybrid referral and implementation model, offering both advisory and brokerage channels tailored through a client intake process.

Joshua Smith is a financial advisor with Equitable Advisors in Tampa, FL, holding Series 63 and Series 65 credentials and 19 years of industry experience. He previously worked at Pruco Securities, LLC and Prudential Insurance Company of America from 2007 to 2022. 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, delivering advisory and brokerage solutions through program sponsors and endorsed third-party managers.

Logan Fairbanks is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and seven years of industry experience. He has worked at Equitable Advisors since 2018, previously affiliated with Axa Advisors, LLC. Outside of his advisory role, he is involved in an outside insurance business through The Bailey Group. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, offering financial planning, retirement-plan support, and access to asset management via LPL programs and third-party managers. The firm employs a hybrid referral and implementation model, combining advisory and brokerage/insurance channels to deliver tailored client solutions.

Clay Knuth is a financial advisor with Equitable Advisors in Tampa, FL, holding a Series 66 designation and 12 years of industry experience. He has been with Equitable Advisors since 2013, including the period when the firm operated as Axa Advisors, LLC. 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 various third-party asset managers. The firm operates a hybrid referral and implementation model that utilizes multiple advisory programs and supports both advisory and brokerage/insurance channels.

Paul Hay is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Equitable Advisors since 1999, having previously worked with AXA Advisors, LLC. In addition to his advisory work, he is a licensed attorney in the state of Georgia. 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 that combines advisory and brokerage channels to deliver tailored investment solutions.

Natalie Knaus is a financial advisor at Equitable Advisors with four years of industry experience. She holds Series 63 and Series 65 designations. Prior to joining Equitable Advisors, she worked at The Vanguard Group for two years and has held roles at Drexel University’s Thomas R. Kline School of Law and the Housing & Community Development Network of New Jersey. Equitable Advisors serves a diverse client base, including individual, high-net-worth, retirement plan, 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 a range of advisory and brokerage solutions.

Austin Orentlich is a Series 66-credentialed financial advisor with one year of industry experience, currently with Equitable Advisors. His prior experience includes roles at Thrivent Financial and self-employment in financial services. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, offering a range of financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates through multiple program sponsors and third-party managers, with a significant portion of assets managed on a non-discretionary basis.

Bruce Gelin is a financial advisor with Equitable Advisors in Tampa, FL, holding Series 63 and Series 65 licenses and 16 years of industry experience. His prior roles include positions at Valic Financial Advisors and Agia. Outside of finance, he is the president and owner of Bruce Gelin Enterprises LLC, where he writes articles and essays on basketball, music, and religion. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, and institutions, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm works extensively with LPL-sponsored programs and endorsed third-party managers to deliver advisory and brokerage solutions.

William Warner III is a financial advisor with Equitable Advisors in Bradenton, FL, holding a Series 66 designation and 14 years of industry experience. His career includes roles at Raymond James Financial Services, LPL Financial, and AXA Advisors prior to joining Equitable Advisors in 2017. 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 employs a hybrid referral and implementation model and offers both advisory and brokerage/insurance channels to implement client recommendations.

Darrell Runyon is a financial advisor at Equitable Advisors with three years of industry experience. He holds a Series 66 designation and has previously worked with Northwestern Mutual Investment Services LLC and served in educational roles with the Polk County and Wayne County School Boards. 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, combining advisory and brokerage channels to tailor services based on clients’ goals, risk tolerance, and time horizon.

Jessica Johnson is a financial advisor at Equitable Advisors with one year of industry experience. She holds the Series 66 designation. Prior to joining the firm, she worked for Hillsborough County Schools for four years. 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.

Vincenzo Losasso is a financial advisor with Equitable Advisors in Tampa, FL, holding a Series 66 designation and three years of industry experience. Prior to joining Equitable Advisors, he worked at RR Donnelley as an account manager and has experience with firms including Raymond James & Associates and AXA Advisors. 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, working extensively through program sponsors and third-party managers to deliver advisory and brokerage solutions.

Gregory Vaughn is a financial advisor with Equitable Advisors in Tampa, FL, holding a Series 66 designation and beginning his advisory career in 2024. His prior experience includes roles at Mark Hannah, Chopper Industries LLC, Elite Orthopedics LLC, Willie's, and Old Warson Country Club. He is also the executor of his parents’ will. 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 employs a hybrid referral and implementation model and offers both advisory and brokerage/insurance channels to implement client recommendations.

Diane Finn is a financial advisor with Equitable Advisors based in Tampa, FL. She holds Series 63 and Series 66 licenses and has 19 years of industry experience. She has worked at Equitable Advisors and its predecessor, Axa Advisors, LLC, since 2006. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, and charitable and institutional clients. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating through LPL-sponsored programs and a variety of endorsed third-party managers.

William Poole is a financial advisor with Equitable Advisors and holds a Series 66 designation. He has 15 years of industry experience, including roles at Equitable Advisors since 2010 and Axa Advisors from 2010 to 2020. He also operates a separate financial services business under the name William S. Poole Financial Services. 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 third-party managers and LPL programs. The firm uses a hybrid referral and implementation model that combines advisory and brokerage/insurance channels to deliver tailored financial solutions.

Andrew Brems is a financial advisor at Equitable Advisors in Tampa, FL, holding a Series 66 designation with one year of industry experience. Prior to joining Equitable Advisors, he worked in various roles at companies including Enterprise Mobility, Firehouse Subs, Blaze Pizza, and Papa John's, and was a full-time student from 2015 to 2019. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, 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 endorsed third-party managers to deliver its advisory and brokerage solutions.

Chelsea Hoagland is a financial advisor with Equitable Advisors in Wesley Chapel, FL, holding a Series 66 designation and 16 years of industry experience. She has been with Equitable Advisors and its predecessor, Axa Advisors, LLC, since 2009. Outside of her advisory role, Hoagland serves on the board of the PACE Center for Girls, a nonprofit focused on advocacy and fundraising, and acts as guardian for a family member with special needs. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, providing financial planning, retirement-plan support, and access to asset management through a range of third-party asset managers and LPL programs. The firm employs a hybrid referral and implementation model that leverages multiple advisory programs and offers both discretionary and non-discretionary portfolio management options.