Advisor at Equitable Advisors
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Port Huron, MI 48060
Credentials
Series 66
Industry experience
12 years
Matthew Gregor is a financial advisor at Equitable Advisors with 12 years of industry experience. He holds a Series 66 designation and has been with Equitable Advisors since 2013, including its predecessor firm AxA Advisors. Outside of his advisory role, he is a member of Aspen 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 a range 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.
Based on Equitable Advisors
$0+: 0.20% to 2.50% annually (varies by program and asset level; see product-specific minimum and maximum fees) $0+: Financial planning fixed fees: $250 - $25,000 for new plans; $250 - $12,500 for reviews $0+: Financial planning hourly fees: $100 - $400 per hour
Variable life and annuity sales commissions and renewal commissions are received in brokerage capacity, not advisory fees.
Financial planning hourly fees generally range from $100 to $400 per hour.
Minimum fee: Financial planning fixed fees may range from $250 to $25,000 for new clients; follow-on plan review fees generally range from $250 to $12,500; hourly fees generally range from $100 to $400 per hour. Fee-only: Fee-based financial planning services are offered, including fixed and hourly fees as noted above.
208 Huron Ave, Ste 208
Port Huron, MI 48060
Michigan · Texas
Equitable Advisors
2013 - Present (13 years)
AxA Advisors
2013 - 2020 (7 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, Series 66
Avoca, MI
LOTV Planning & Consulting
Emily Wetter is a CFP® and holds a Series 66 license with five years of industry experience. She is the principal of LOTV Planning & Consulting and has prior experience at firms including Morgan Stanley and Schwallier Wealth Management LLC. Outside of investment advising, she is involved with Monoceros Consultants LLC, a tax planning business, and works with Holistiplan LLC, a company providing advanced planning software solutions. LOTV Planning & Consulting offers financial planning, investment consultation, and portfolio monitoring services primarily to individual and high-net-worth clients. The firm provides tailored written plans and advice across various financial topics, emphasizing a consultative approach with individualized asset-allocation guidance and ongoing client reviews without discretionary asset management.
Series 65
Fort Gratiot, MI
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Ryan Mc Neill is a financial advisor at Insight Folios with eight years of industry experience. He holds a Series 65 designation and has worked at Legacy Life Financial, Insight Folios, Brookstone Capital Management, and Great Lakes Insurance. In addition to his advisory role, he is an insurance producer involved in the sale of life and health insurance and annuity products. Insight Folios provides portfolio management and financial planning services primarily for individual and high-net-worth clients, as well as ERISA plan consulting and participant advisory services. The firm serves other registered investment advisers through sub-advisory relationships and employs a team-based approach supplemented by proprietary planning software and artificial intelligence tools.
CFP®, Series 63, Series 65
Port Huron, MI
Mariner Independent
Michael Glenn is a CFP® with 25 years of industry experience, currently serving at Mariner Independent. His prior roles include positions at Huntington National Bank and Oppenheimer & Co Inc. He operates Sterling Private Wealth, offering investment services through the Mariner platform. Mariner Independent provides investment advisory, financial planning, and consulting services to a diverse client base, including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers portfolio management, model portfolios, and access to third-party managers, supported by integrated institutional and retirement plan resources.
Series 65
Port Huron, MI
Mariner Independent
Christine Newberry is a financial advisor at Mariner Independent with a Series 65 designation and over 20 years of experience, including a long tenure at Huntington National Bank. She has been affiliated with Mariner Platform Solutions and Sterling Private Wealth since 2025. Mariner Independent offers investment advisory, financial planning, and consulting services to individuals, trusts, charitable organizations, corporations, and employer-sponsored retirement plans. The firm provides access to model portfolios, third-party managers, and retirement plan services, supported by institutional resources and affiliated private funds.
Series 63, Series 66
Port Huron, MI
Stifel Independent Advisors, LLC
Scott Metzner is a financial advisor with Stifel Independent Advisors, LLC, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has worked with Stifel Independent Advisors since 2019 and previously spent nine years at Stifel Nicolaus & Co Inc. Outside of financial services, Metzner serves as a board member of the International Symphony Orchestra in Sarnia, Canada. Stifel Independent Advisors serves a diverse client base including individuals, corporations, trusts, and municipal entities, offering brokerage and fee-based advisory services. The firm employs a collaborative planning process supported by proprietary capital market assumptions and probabilistic modeling to develop tailored asset allocation recommendations.
Series 66
Port Huron, MI
SPC
Bailey Spencer is a financial advisor at SPC with a Series 66 designation and five years of industry experience. Prior to joining SPC, Spencer worked at Rei and LAZ Parking, among other roles. Outside of advising, Spencer also works part-time as a food delivery driver for Door Dash. SPC serves a diverse client base including high-net-worth individuals, charitable organizations, corporations, and employer-sponsored retirement plans. The firm offers portfolio management, financial planning, and ERISA-related retirement services, employing discretionary and nondiscretionary management strategies tailored to client needs.
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