Bala Cynwyd, PA Belmont Avenue Office

Austin Hodgens is a financial advisor with Equitable Advisors, holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining Equitable Advisors, he worked in various roles including positions at United States Liability Insurance and Lifetime Fitness. 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 programs. The firm utilizes a hybrid referral and implementation model, combining advisory and brokerage channels with a focus on tailored client intake and ongoing relationship management.

David Kalapos is a financial advisor with Equitable Advisors in Bala Cynwyd, PA, holding a Series 66 designation and 25 years of industry experience. He has worked 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 and chairs the Glassboro High School Sports Hall of Fame Committee. Equitable Advisors provides financial planning, retirement plan support, and access to asset management for individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm operates a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels, and utilizes a broad roster of third-party asset managers alongside LPL programs.

Michael Fiori is a financial advisor with Equitable Advisors in Cinnaminson, NJ, holding a Series 66 designation and 19 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, since 2006. Outside of his advisory role, he is associated with Karr Barth Associates, a branded private client group. 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 various third-party programs. The firm operates a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals and risk tolerance.

Christopher Strivieri is a financial advisor with Equitable Advisors in Bala Cynwyd, PA, holding Series 63 and Series 65 licenses and possessing 33 years of industry experience. He has been with Equitable Advisors since 1999, including its predecessor AXA Advisors, LLC. Equitable Advisors serves a wide range of clients, including individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm offers financial planning, retirement-plan support, and access to asset management through LPL programs and multiple third-party asset managers, operating a hybrid referral and implementation model that emphasizes individualized client service.

Nadia Ekezue is a financial advisor with Equitable Advisors, holding a Series 66 designation and beginning her advisory career in 2026. Her prior work includes roles at Brian Sharkey, Bank of America, Merrill, and Cetera Wealth Services. Outside of finance, her background includes several positions in the food and beverage industry and experience at the University of North Carolina at Chapel Hill and Greensboro. Equitable Advisors serves a wide range of clients including individuals, high-net-worth investors, retirement plans, and institutions. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, working extensively through LPL-sponsored platforms and third-party managers to deliver its solutions.

Dennis Long is a financial advisor with Equitable Advisors in Bala Cynwyd, PA, holding a Series 66 designation and seven years of industry experience. He has worked at Equitable Advisors since 2018 and previously held roles at AXA Advisors, LLC, York College of PA, and other organizations. His outside business activities include serving as an administrator or executor of an estate and trustee of a trust for family members. Equitable Advisors serves a diverse client base, including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, 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, working extensively with program sponsors and third-party managers to deliver advisory and brokerage solutions.

Drew Venit is a financial advisor with Equitable Advisors, holding a Series 66 license and two years of industry experience. His prior roles include positions at Thrivent Investment Management, Bryn Mawr Trust Advisors, and Janney Montgomery Scott, among others. Outside of advising, he has been involved with several entrepreneurial ventures including Innovative Vending Solutions LLC and Alex Electric LLC. 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 operates as both an SEC-registered investment adviser and broker-dealer, utilizing LPL-sponsored programs and endorsed third-party managers to offer advisory and brokerage solutions.

Grayson Wingert Jr. is a financial advisor with Equitable Advisors in Bala Cynwyd, PA, holding a Series 66 designation and three years of industry experience. Prior to joining Equitable Advisors in 2022, he held roles at De Lazy Lizard and 85 N'Sunny, and studied at West Chester University. He serves as a trustee for a family trust, a role unrelated to investment activities. 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 leverages multiple third-party platforms and offers both advisory and brokerage services.

Louis Manon III is a CFP® professional affiliated with Equitable Advisors in Bala Cynwyd, PA, with 18 years of industry experience. He previously worked at Lincoln Investment for 16 years and operated his own practice, Louis Manon, for over two decades. Equitable Advisors serves a diverse client base including individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm provides financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers, utilizing a hybrid referral and implementation model.

Bridget Green is a financial advisor at Equitable Advisors in Philadelphia, holding a Series 66 designation with 15 years of industry experience. She has worked at Equitable Advisors since 2010 and previously at Axa Advisors, LLC. Outside of her advisory role, she serves as a trustee on her own children's accounts and is involved in life and long-term care insurance sales through Firstrust Financial Resources. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement plan support, and access to asset management via 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.

Justin Levy is a financial advisor with Equitable Advisors and holds a Series 66 designation. He has four years of industry experience, including prior roles at Bank of America, Merrill, Triad Advisors, and Auctus Wealth Management. 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 client goals, risk tolerance, and time horizon.

Gregory Scott is a financial advisor with Equitable Advisors in Bala Cynwyd, PA, holding a Series 66 designation and 18 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, since 2007. Scott serves as a board member of the Magee Rehabilitation Hospital Foundation in Philadelphia. 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 is dual-registered as an SEC-registered investment adviser and broker-dealer and utilizes LPL-sponsored programs and endorsed turnkey asset management platforms to deliver advisory and brokerage solutions.

Eric Nichols is a financial advisor with Equitable Advisors in Reading, PA, holding a Series 66 designation and 22 years of industry experience. He has been with Equitable Advisors since 2003, previously associated with Axa Advisors. Outside of advising, Eric is an author of a financial planning book, a role he has maintained since 2015. 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 utilizes a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.

Kyleigh Bowman is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. Her prior work includes roles at SEI Wealth Management and Care.com, as well as academic experience at Lafayette College. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by offering 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 provides both advisory and brokerage/insurance channels to implement client recommendations.

Joseph Gambone III is a financial advisor at Equitable Advisors with 10 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Equitable Advisors since 2015, previously associated with Axa Advisors. Outside of his advisory role, he is involved as an insurance agent with Ashar Group. 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 utilizes a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on clients’ goals, risk tolerance, and time horizon.