Johnstown, PA Office

Joseph Zolna is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 credentials and seven years of industry experience. His prior roles include positions at Osaic Institutions, Infinex Investments, InFirst Bank, and AXA Advisors. Outside of his advisory work, he owns JZMotorsport and Christy Oak Holdings 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 third-party managers and LPL programs. The firm operates a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.

Donald Cowie is a financial advisor at Equitable Advisors with 42 years of industry experience. He has been with Equitable Advisors since 1999 and previously worked at Axa Advisors, LLC. Outside of his advisory work, he serves as treasurer for both the Johnstown East Hills Kiwanis Club and the Business Networking Group of Johnstown. 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, combining advisory and brokerage channels to tailor services based on clients’ goals, risk tolerance, and time horizon.

Matthew Zima is a financial advisor at Equitable Advisors with 21 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at AmeriServe Financial Services and LPL Financial. Since 2016, he has also maintained outside appointments for fixed annuity, term insurance, and whole life insurance through GBU Financial. Equitable Advisors serves 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 broker-dealer, utilizing LPL-sponsored programs and various endorsed third-party managers to provide advisory and brokerage solutions.

Michael Lesney is a financial advisor at Equitable Advisors with 12 years of industry experience. He holds the Series 66 designation and has worked at Equitable Advisors since 2014, previously associated with Axa Advisors. Outside of his advisory role, he serves as President of the Ogletown Recreation Board in Windber, PA. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions. The firm offers financial planning, brokerage, insurance distribution, and access to third-party asset management programs, operating as both an SEC-registered investment adviser and broker-dealer.

Jennings Mcgraw is a financial advisor at Equitable Advisors with 18 years of industry experience. He holds the Series 66 designation and has been with Equitable Advisors since 2007, following his tenure at AXA Advisors, LLC. Mcgraw serves on the Finance Committee Board of the Civil Air Patrol Squadron 258 in Johnstown, PA, and is the owner of Horizon Flying LLC. Equitable Advisors provides financial planning and retirement plan support to individual investors, corporations, and charitable organizations, offering access to asset management through LPL programs and various third-party asset managers. The firm operates a hybrid referral and implementation model, combining advisory and brokerage services to tailor solutions based on client goals, risk tolerance, and time horizon.