Bala Cynwyd, PA Belmont Avenue Office

Austin Hodgens is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. His prior work includes roles at United States Liability Insurance, Lifetime Fitness, and Munich Re, as well as education at Saint Josephs University and teaching positions at Saint Josephs Preparatory School and Saint Katherine of Sienna School. 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 asset management through a network of Investment Adviser Representatives and third-party program sponsors.

David Kalapos is a financial advisor with Equitable Advisors in Bala Cynwyd, PA, holding a Series 66 designation and 26 years of industry experience. He has worked extensively with Equitable Advisors since 2000 and previously spent 18 years at Karr Barth Financial Planning, Inc. Kalapos serves as vice president and trustee of the Glassboro Education Foundation, Inc., and chairs the Glassboro High School Sports Hall of Fame Committee. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm’s approach involves assessing client risk tolerance and matching clients to program models or discretionary managers, utilizing both proprietary and third-party investment solutions.

Michael Fiori is a Series 66-registered financial advisor with Equitable Advisors, located in Bala Cynwyd, PA. He has 20 years of industry experience, having worked at Equitable Advisors since 2006 and previously at Axa Advisors. He is associated with Karr Barth Associates, a branded producer group. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, and charitable organizations by offering financial planning, retirement plan consulting, and asset-management programs. The firm uses a range of third-party advisory models and provides ERISA fiduciary services, focusing on matching clients to appropriate investment solutions through a network of Investment Adviser Representatives.

Christopher Strivieri is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 designations and bringing 34 years of industry experience. He has worked with Equitable Advisors and its predecessor, AXA Advisors, LLC, since 1999. He operates a business known as KARR BARTH ASSOCIATES | Intuitive Planning Group. 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. The firm utilizes a range of third-party advisory models along with proprietary programs, and offers fiduciary services to qualified plans through credentialed representatives.

Nadia Ekezue is a Series 66-registered financial advisor with Equitable Advisors in Bala Cynwyd, PA, and has one year of industry experience. Her prior work includes roles at Bank of America, Merrill, and Cetera Wealth Services, as well as various positions in the food and beverage sector. Equitable Advisors serves individual clients ranging from non-high-net-worth to high-net-worth, 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, utilizing third-party asset managers and advisory programs.

Dennis Long is a financial advisor with Equitable Advisors, holding a Series 66 designation and eight years of industry experience. He previously worked at AXA Advisors, LLC, the Country Club of York, LentzCaping Inc., and York College of Pennsylvania. Outside of his advisory role, he serves as an administrator or executor of an estate and trustee of a trust for a family member. Equitable Advisors serves a broad 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, utilizing both proprietary and third-party investment solutions.

Drew Venit is a financial advisor with Equitable Advisors in Bala Cynwyd, PA, holding a Series 66 designation and two years of industry experience. His work history includes roles at multiple firms such as Thrivent Investment Management Inc., Bryn Mawr Trust Advisors, and Janney Montgomery Scott LLC. Outside of advising, he has been involved in business ventures including Innovative Vending Solutions LLC and Shamrocks Lacrosse LLC. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management programs to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm employs a range of advisory models implemented through third-party managers and affiliated programs, serving both non-high-net-worth and high-net-worth clients.

Grayson Wingert Jr. is a financial advisor with Equitable Advisors in Bala Cynwyd, PA, holding a Series 66 designation and four years of industry experience. His prior work includes roles at L2 Brands and various entrepreneurial ventures. He serves as trustee of the Grayson P Wingert Revocable Trust. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management programs to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm utilizes a range of advisory models implemented through third-party asset managers and LPL-sponsored programs, offering mutual funds, ETFs, separately managed accounts, and select alternative investments.

Louis Manon III is a CFP® professional at Equitable Advisors with 18 years of industry experience. He previously worked at Lincoln Investment for 16 years and operated his own advisory business for over two decades. Equitable Advisors serves individual clients across wealth levels, 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 utilizes both proprietary programs and third-party managed account platforms, offering a range of investment options including mutual funds, ETFs, separately managed accounts, and select alternatives.

Bridget Green is a financial advisor with Equitable Advisors, holding a Series 66 designation and 16 years of industry experience. She has worked with Equitable Advisors since 2010, including its prior iteration as Axa Advisors, LLC. Outside of her advisory role, she serves as a trustee on her own children's accounts. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to a diverse client base, including individuals, pension plans, corporations, and charitable organizations. The firm delivers its services through a large network of Investment Adviser Representatives and utilizes a variety of advisory models and third-party asset managers.

Justin Levy is a financial advisor with Equitable Advisors in Bala Cynwyd, PA, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Bank of America, Merrill, Triad Advisors, and Auctus Wealth Management. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations by providing financial planning, retirement plan consulting, and a variety of asset management programs. The firm’s approach involves assessing client information and risk tolerance to match clients with program models or discretionary managers, often utilizing third-party asset managers and advisory programs.

Gregory Scott is a Series 66-licensed financial advisor at Equitable Advisors with 18 years of industry experience. He has been with Equitable Advisors since 2007 and previously held a role at Axa Advisors. Scott serves on the board of the Magee Rehabilitation Hospital Foundation in Philadelphia. Equitable Advisors provides financial planning, retirement consulting, and asset management services to individuals, plans, corporations, and nonprofit organizations. The firm uses a combination of proprietary and third-party advisory programs delivered by a broad network of advisors.

Joseph Gambone III is a financial advisor with Equitable Advisors in Bala Cynwyd, PA, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has worked at Equitable Advisors since 2015 and was previously with Axa Advisors. Outside of his advisory role, he is involved as an agent with Ashar Group and maintains activities with several insurance firms including Aetna and Cigna. 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’s approach involves assessing client information and risk tolerance to recommend advisory models and discretionary management, utilizing both proprietary programs and third-party asset managers.

Rachel Goodman is a financial advisor with Equitable Advisors in Bala Cynwyd, PA, holding a Series 66 designation and one year of industry experience. She has worked at Equitable Advisors since 2024 and is also involved with 5 Star Appraisals, a real estate firm where she performs data entry. Equitable Advisors serves a wide range of clients including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management through various advisory programs and third-party managers.

James Frank is a financial advisor with Equitable Advisors in Bala Cynwyd, PA, holding Series 63 and Series 65 licenses and 43 years of industry experience. He has been associated with Equitable Advisors since 1999, with prior experience at Karr Barth Financial Planning, Inc. from 2002 to 2021 and Financial Planning Partners LLC from 2021 to 2023. Outside of advising, he is also an attorney specializing in estate planning and provides estate administration and trustee services. Equitable Advisors serves individual clients across wealth levels, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers financial planning, retirement consulting, and diverse asset-management programs, utilizing third-party managers and its SAM program to implement advisory models.