Broadview Heights, OH Office

Daniel Cotter is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and possessing 37 years of industry experience. His prior firms include Rehmann Wealth, Waterstone Financial Group, and WS Griffith Securities. Outside of his advisory work, he serves as a board member for the Notre Dame Club of Cleveland and the Community West Foundation. Equitable Advisors provides financial planning, retirement consulting, and asset-management programs to individuals, pension plans, corporations, and charitable organizations. The firm’s approach includes assessing client risk tolerance and utilizing a range of advisory models, delivered primarily through third-party asset managers and firm-sponsored programs.

David Barth is a Series 66-licensed financial advisor with 24 years of industry experience. He has worked at Equitable Advisors since 2016, previously holding roles at AXA Advisors, Rehmann Wealth, Dawson Wealth Management, and Cetera Advisors. Barth serves on the board of directors for The Upside of Downs of Northeast Ohio and is a partner in Lakeside Holdings LLC. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm’s approach involves personalized risk assessment and matching clients to advisory programs or managers, utilizing both proprietary and third-party investment solutions.

Sean Mc Coy is a Series 66 licensed financial advisor with eight years of industry experience. He has been with Equitable Advisors since 2019 and previously worked at firms including Axa Advisors, MML Investors Services, and Mass Mutual Life Insurance Company. 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 through a network of Investment Adviser Representatives. The firm utilizes both proprietary and third-party advisory programs with a focus on matching clients to suitable investment models and managers.

Michael Lewis is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 designations and bringing 34 years of industry experience. He has been with Equitable Advisors since 1999, previously associated with AXA Advisors, LLC during the same period. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, plans, corporations, charitable organizations, and institutional clients. The firm’s approach involves assessing client information and risk tolerance to align clients with program models or discretionary managers, offering a range of investment solutions including mutual funds, ETFs, separately managed accounts, and select alternatives.

Timothy Cowdrick is a financial advisor with Equitable Advisors, holding Series 63 and Series 66 credentials and 15 years of industry experience. He has been with Equitable Advisors since 2011, including its prior affiliation as AXA Advisors, LLC. Outside of his advisory role, he is a partner and owner of Lakeside Holdings LLC. Equitable Advisors serves a diverse clientele, including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs, utilizing both proprietary and third-party investment solutions.

Timothy Holdsworth is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He has worked with Equitable Advisors and its predecessor entities since 2003, including AXA Advisors and Signator Investors. He serves on the board of A Kid Again, a nonprofit organization supporting children with life-threatening conditions. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm delivers advice through a network of representatives using both proprietary and third-party programs, covering a range of investment products and fiduciary services.

Steven Biltz is a Series 66-licensed financial advisor at Equitable Advisors with two years of industry experience. His prior work includes roles at Republic Finance and Youngstown State University. 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 a variety of asset management programs delivered through a network of Investment Adviser Representatives and third-party managers.

Alex Mckenna is a financial advisor with Equitable Advisors in Broadview Heights, OH, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. He has worked at Equitable Advisors since 2013 and previously held a role with Axa Advisors. Outside of finance, he provides operations support for Align K9 Training, LLC, a business based in Elyria, OH. Equitable Advisors serves individuals ranging from non‑high-net-worth to high-net-worth clients, as well as pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management through a network of Investment Adviser Representatives, utilizing a mix of internal programs and third-party asset managers.

Kyle Holdsworth is a Series 66-credentialed financial advisor with five years of industry experience. He is currently with Equitable Advisors, where he has worked since 2023, following three years at Fidelity Investments. Outside of his advisory role, he is involved as an independent agent for fixed insurance products and participates in a financial services LLC. Equitable Advisors serves a diverse clientele, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management programs. The firm utilizes a mix of proprietary and third-party advisory models to tailor investment solutions.

Ryan Radonich is a financial advisor with Equitable Advisors, holding a Series 66 designation and 20 years of industry experience. He has been with Equitable Advisors since 2006, including prior experience with Axa Advisors, LLC. Outside of his advisory role, Radonich serves as Chief Operations Officer at Chagrin Valley Dental and is involved in several business ventures, including ownership of Lakeside Holdings, LLC and a tree farm in Novelty, Ohio. 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’s approach emphasizes personalized assessment and matches clients to proprietary and third-party advisory programs.