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Gary A

ChFC®, Series 63

Dallas, TX

EQ Wealth Advisors

Gary Ahr is a ChFC® professional with 45 years of experience in the financial services industry. He joined EQ Wealth Advisors in 2023 after spending 25 years with Lincoln Financial Advisors Corporation. In addition to his advisory role, he is also licensed as an agent involved in the sale of fixed life and health insurance and offers life settlements. EQ Wealth Advisors provides investment management, financial planning, and retirement plan advisory services to individuals, trusts, foundations, and employer-sponsored plans. The firm employs an active, tactical investment approach that includes a mix of ETFs, mutual funds, individual securities, fixed income, and alternative investments, alongside tax-aware strategies and third-party research tools.

Tax-loss harvesting Active portfolio management Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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Toby H

Series 66

Dallas, TX

EQ Wealth Advisors

Toby Harris is a financial advisor at EQ Wealth Advisors in Dallas, TX, holding a Series 66 designation with 21 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments and Commonwealth Financial Network. EQ Wealth Advisors provides discretionary and non-discretionary investment management, financial planning, and retirement plan advisory services to individuals, trusts, foundations, and employer-sponsored plans. The firm employs an active, tactical investment approach combining ETFs, mutual funds, individual equities, fixed income, and alternative investments, along with tax-aware trading and regular rebalancing.

Tax-loss harvesting Active portfolio management Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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Taylor R

CFP®

Lubbock, TX

EQ Wealth Advisors

Taylor Reasoner is a CFP® professional with one year of industry experience, currently serving as an advisor at EQ Wealth Advisors in Lubbock, TX. Prior to joining EQ Wealth Advisors, Taylor worked at Texas Tech University and held roles in mortgage and administrative consulting. Outside of financial advising, Taylor has provided administrative support consulting for Oberkampf Supply. EQ Wealth Advisors offers discretionary and non-discretionary investment management, financial planning, and retirement plan advisory services to individuals, trusts, foundations, and employer-sponsored plans. The firm employs an active, tactical investment approach that incorporates a mix of ETFs, mutual funds, equities, fixed income, and alternative investments, with a focus on tax-aware strategies and broad financial planning, including tax preparation services.

Tax-loss harvesting Active portfolio management Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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