Northbrook, IL Skokie Boulevard Office

Wendy Baum is a CFP®-certified financial advisor with 17 years of industry experience, currently with Equitable Advisors since 2008. She co-founded and manages Infinity Strategic Partners, LLC and serves on the Board of Directors at First Bank Chicago. Additionally, she is a Certified Divorce Financial Analyst, providing specialized financial planning services related to divorce. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement consulting, and asset management through various advisory programs and third-party asset managers.

Anthony Mariani is a financial advisor with Equitable Advisors in Northbrook, IL, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at Equitable Advisors and its predecessor, Axa Advisors, LLC, since 1999. Outside of his advisory role, he operates an outside insurance brokerage through INFINITY STRATEGIC PARTNERS, LLC. 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, utilizing various third-party advisory models and providing ERISA fiduciary services through credentialed representatives.

Brad Steinback is a financial advisor with Equitable Advisors in Northbrook, IL, holding a Series 66 designation and 23 years of industry experience. He has worked at Equitable Advisors since 2003, including its predecessor AXA Advisors. Outside of his advisory role, he is a partner in Infinity Strategic Partners, LLC, where he manages books, records, HR, and operations, and serves as an advisory board member for the Rhonda Abrams Legacy Impact Group. Equitable Advisors serves a wide range of clients, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset-management programs through a network of Investment Adviser Representatives. The firm emphasizes matching clients to program models or discretionary managers, using a variety of mutual funds, ETFs, separately managed accounts, and select alternative investments.

Eleni Patel is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and offering 10 years of industry experience. She previously worked at Grosvenor Capital Management for 12 years and took a brief career pause before joining Equitable Advisors in 2021. Outside of her advisory role, she serves as managing member of Surrey Commons, LLC, an investment property entity, and is involved in estate administration for family trusts. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to a range of clients including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm utilizes a combination of proprietary and third-party advisory programs, focusing on aligning client profiles with appropriate investment models and fiduciary services.

Kristy Ihle is a financial advisor with Equitable Advisors, holding a Series 66 license and three years of industry experience. Her work history includes multiple roles at Infinity Strategic Partners LLC and Equitable Advisors. Outside of financial advising, she has experience working in wellness and service industries, including Yoga Six and Elements Massage. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement consulting, and asset-management programs through a network of Investment Adviser Representatives, utilizing a range of proprietary and third-party investment solutions.

Michael Resnick is a CFP® and holds a Series 66 designation with 15 years of industry experience. He currently serves as a financial advisor at Equitable Advisors and has previously worked at firms including OSAIC, Alera Investment Advisors, Triad Advisors, GCG Financial, and Securian Financial Services. He is also a member of the University Alumni Board at Brandeis University. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individual clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm delivers advice through a network of Investment Adviser Representatives and utilizes both proprietary and third-party investment programs.

Stacey Woehrle is a financial advisor with Equitable Advisors, holding a Series 66 designation and seven years of industry experience. She has worked with Equitable Advisors since 2019 and was previously affiliated with Axa Advisors, LLC for one year. Outside of her advisory role, she is a member of the Women's Club of Wilmette and is a sales associate with Realty Benefit Services. Equitable Advisors serves a diverse 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 broad network of Investment Adviser Representatives and third-party managers.

Christopher Schneider is a Series 66-licensed financial advisor with Equitable Advisors in Northbrook, IL, where he has worked since 2009. He has 17 years of industry experience, including tenure at Axa Advisors, LLC. Outside of his advisory work, Schneider serves as a volunteer firefighter for the Western Springs Fire Department. Equitable Advisors provides financial planning, retirement consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm utilizes a variety of advisory programs and third-party asset managers to tailor solutions based on client risk tolerance and financial goals.

Bruce Karman is a financial advisor with Equitable Advisors in Northbrook, IL, holding Series 63 and Series 65 licenses and 38 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, LLC, since 1999. Outside of his advisory role, he conducts outside insurance brokerage through entities DBA Karman & Associates and Infinity Strategic Partners, LLC. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management programs. The firm’s approach involves personalized risk assessment and utilizes a mix of firm-offered and third-party advisory models without sponsoring its own wrap fee program.