Milford, CT Office

Steven Nester is a financial advisor with Equitable Advisors in Naugatuck, CT, holding a Series 66 designation and 16 years of industry experience. He has been with Equitable Advisors since 2009, including time 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 third-party asset managers. The firm utilizes a hybrid referral and implementation model and offers both advisory and brokerage/insurance channels to implement client recommendations.

Kazi Hossain is a financial advisor at Equitable Advisors with a Series 66 credential and less than one year of industry experience. Prior to joining Equitable Advisors, Kazi held various roles, including positions at Steel Fitness Premier and Walmart, and studied at Penn State University. 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 a dual-registered SEC investment adviser and broker-dealer, working extensively with program sponsors and third-party managers to deliver advisory and brokerage solutions.

Randy Makles is a financial advisor at Equitable Advisors with 10 years of industry experience. He holds the Series 66 designation and has been with Equitable Advisors since 2015, previously working at Axa Advisors. Outside of his advisory role, he is involved in direct carrier appointments. 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 that includes both advisory and brokerage channels to meet client needs.

Kevin Linn is a financial advisor at Equitable Advisors with a Series 66 credential and one year of industry experience. His prior work includes roles at Total Wine & More and employment at various country clubs and educational institutions. 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 and works extensively with program sponsors and third-party managers to provide advisory and brokerage solutions.

Joseph Norvish is a financial advisor with Equitable Advisors in Hamden, CT, holding a Series 66 designation and 12 years of industry experience. He has been with Equitable Advisors since 2013 and previously worked at Axa Advisors, LLC. Equitable Advisors serves individual investors, retirement plan sponsors and participants, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and a broad roster of third-party asset managers. 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.

Gregory Geloso is a financial advisor with Equitable Advisors in Milford, CT, holding Series 63 and Series 66 licenses and 25 years of industry experience. He has been with Equitable Advisors since 2001. 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 uses a hybrid referral and implementation model and offers both advisory and brokerage/insurance channels to implement client recommendations.

Beth Botti is a financial advisor with Equitable Advisors in Milford, CT, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. She has been with Equitable Advisors since 2003 and previously worked with Axa Advisors, LLC. Outside of her advisory role, she serves as a liaison for the American Field Service, connecting exchange students with their host families. Equitable Advisors serves a diverse client base, including individuals, high-net-worth clients, retirement plans, corporations, charitable organizations, and institutions, offering financial planning, brokerage, insurance, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, utilizing a variety of program sponsors and third-party managers to provide advisory and brokerage solutions.

Melissa Morley is a financial advisor at Equitable Advisors with one year of industry experience. She holds a Series 66 designation and previously worked for the Department of Veterans Affairs from 2012 to 2025. 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 a variety of LPL-sponsored programs and endorsed TAMPs to deliver advisory and brokerage solutions.

Shan Diao is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 28 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 a board member and officer of Overton Development Corporation. 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 a variety of third-party asset managers and LPL programs. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to meet client needs.

James Czajkowski is a financial advisor with Equitable Advisors in Milford, CT, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with Equitable Advisors since 1999 and previously worked with AXA Advisors, LLC from 1999 to 2020. 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 uses a hybrid referral and implementation model and offers tailored advisory services based on client goals, risk tolerance, and time horizon.

Edward Fredericks is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Equitable Advisors since 2005 and previously worked at 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 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.

Todd Murphy is a financial advisor with Equitable Advisors in Milford, CT, holding Series 65 and Series 63 licenses and bringing 11 years of industry experience. His prior roles include positions at Pruco Securities, Prudential Insurance, Hornor, Townsend & Kent, Penn Mutual Life Insurance, AXA Advisors, and Heirloom Financial. Outside of his advisory role, Murphy facilitates courses on interpersonal and group dynamics at Yale University School of Management and runs a small group coaching practice; he also serves on the boards of several nonprofit organizations focused on mental health, early childhood education, and the study of social systems. Equitable Advisors serves a diverse client base including individuals, high‑net‑worth clients, retirement plans, corporations, charities, and institutions, providing financial planning, broker‑dealer services, insurance distribution, and access to third‑party asset management programs. The firm operates primarily through sponsored programs and third‑party managers, with a substantial portion of assets managed on a non‑discretionary basis.