Kyle Medric is a financial advisor with Equitable Advisors, holding Series 7, 63 and Series 65 licenses and having two years of industry experience. Prior to joining Equitable Advisors, he worked as an independent contractor and held various roles including tech support for a Swiss manufacturing company and working for Verizon. Inside of financial advising, he is available for in-home visit services as well as virtual and office meetings. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, offering financial planning, retirement plan support, and asset management through LPL programs and third-party managers. The firm operates a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on clients’ goals, risk tolerance, and time horizon.

Jacob graduated from Indiana University’s Kelley School of Business with a degree in Finance. He holds FINRA Series 7, 63, 65, and 24 registrations, state insurance licenses, and the CPFA® designation. Jacob is passionate about helping individuals, families, and business owners build wealth, plan for retirement, protect what matters most, and prepare for the future. His planning-first approach focuses on personalized strategies, trusted relationships, and guidance that evolves with each client’s goals. Outside of work, Jacob enjoys spending time with his wife, Kennedy, staying active, and making memories with family and friends.

Nickolaos Sigas is a financial advisor with Equitable Advisors in Irvine, CA. He holds a Series 66 designation and is affiliated with a firm that employs over 4,600 advisors. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating through a combination of advisory and brokerage solutions.

Scott Latshaw is a financial advisor with Equitable Advisors, LLC in Baltimore, MD, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has worked at Stifel Independent Advisors since 2011. Equitable Advisors serves a diverse client base including individuals, corporations, trusts, and municipal entities, offering brokerage and investment advisory services. The firm uses a collaborative planning process with proprietary market models to develop tailored asset allocation recommendations and provides a range of services under both brokerage and fiduciary agreements. Latshaw Wealth Management's low fee framework utilizes a flat 0.50% fee based on assets under management. A simple low fee designed to maximize long-term return potential.

Willie Myles is a financial advisor with Equitable Advisors in Cary, NC, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has worked at Equitable Advisors since 2016, previously serving at Axa Advisors and MSI Financial Services. Outside of advising, he is a co-chairman of a fundraising campaign for Alpha Light Fund Inc., a nonprofit focused on renovating the House of Alpha. Equitable Advisors serves a range of clients including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a network of representatives and third-party managers. The firm offers various investment vehicles and ERISA fiduciary services, relying on third-party program sponsors and an affiliation with a publicly traded parent company.

Matthew Fortenberry is a financial advisor with Equitable Advisors, holding a Series 66 designation and eight years of industry experience. His prior work includes roles at Prudential-related firms, Wells Fargo Clearing Services, and AXA Advisors. Equitable Advisors serves individual clients—including both non‑high-net-worth and high-net-worth individuals—along with pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset management programs, utilizing a range of third-party asset managers and proprietary advisory models.

Katharine Blinn is a financial advisor at Equitable Advisors with a Series 66 designation and beginning industry experience. She has worked at Equitable Advisors since 2026 and previously held roles with Joshua Bublitz and Crius Energy. Outside of advising, she is involved with Gilded Lily Events. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients by providing financial planning, retirement plan consulting, and asset management programs. The firm utilizes both third-party investment managers and its own advisory representatives to implement a variety of investment solutions tailored to client risk tolerance and goals.

Charles Colby is a financial advisor with Equitable Advisors in New York, NY. He holds the Series 66 designation and has two years of industry experience. His prior roles include positions at Sound Point Capital Management and Bienville Capital, along with experience in educational institutions such as Hamilton College and St. Stephen's & St. Agnes School. Equitable Advisors serves a diverse client base that includes individual investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs delivered through a network of Investment Adviser Representatives, utilizing both proprietary and third-party investment models.

Stephen Dunbar III is a financial advisor at Equitable Advisors with 19 years of industry experience. He holds a Series 66 designation and has been with Equitable Advisors since 2010, following a period with AXA Advisors, LLC. Outside of advising, he writes a monthly financial column for Kiplinger and is involved in a family-owned baking business. 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 programs, utilizing both proprietary and third-party advisory models.

Zakary Flitter Bilello is a financial advisor at Equitable Advisors with a Series 66 designation and three years of industry experience. His prior work includes positions at Spicer Jeffries, LLP, and various roles in retail and education sectors. Equitable Advisors serves individual clients across wealth levels, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives and third-party program sponsors.

David Kendig is a financial advisor with Equitable Advisors in Rochester, NY, holding a Series 66 designation and three years of industry experience. His prior work experience includes roles at NanoArk Corporation and SUNY Geneseo College. Outside of his advisory role, Kendig is involved in community activities such as volunteering with the American Legion’s Boys State program in Monroe County, hosting the RocPulse podcast, and participating in the Rochester Rotary and East Rochester Chamber of Commerce. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm utilizes a variety of advisory models implemented through third-party managers and focuses on matching clients to appropriate investment programs based on personal and plan information.

Collin Goldschmidt is a financial advisor with Equitable Advisors, holding a Series 66 designation and 24 years of industry experience. He has been with Equitable Advisors since 2002, including its predecessor Axa Advisors, Llc. Outside of advising, he is a partner in Voyageur Financial Group, LLC, and serves as secretary for the Mason Ridge Homeowners Association. Equitable Advisors serves a broad client base, including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management. The firm utilizes a range of investment models, often implemented through third-party managers, and offers ERISA fiduciary services for qualified plans.

Matthew Price is a financial advisor with Equitable Advisors, holding a Series 66 designation and five years of industry experience. Prior to his current role, he worked at Chick Fil A and attended Samford University. Equitable Advisors serves individuals across wealth levels, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives. The firm utilizes a variety of third-party advisory models and provides ERISA fiduciary services to qualified plans, without sponsoring its own wrap fee program.

Yiller Auyon is a financial advisor with Equitable Advisors in Houston, TX, holding a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, Yiller held various roles outside the financial sector, including positions at J.Crew and First Financial Group of America. Equitable Advisors serves a broad range of clients, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives and third-party asset managers.

Garrison Mc Cauley is a financial advisor at Equitable Advisors with two years of industry experience and holds the Series 66 designation. Prior to joining Equitable Advisors, he worked for OneOK for seven years. Outside of his advisory role, he serves as a wrestling official for the Oklahoma Secondary School Activities Association (OSSAA). Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm utilizes both proprietary and third-party advisory programs, focusing on matching clients with suitable investment models and discretionary managers.

John Lauer II is a financial advisor with Equitable Advisors in Lancaster, PA, holding Series 63 and Series 65 designations and 27 years of industry experience. He has worked at Equitable Advisors since 1999 and was also affiliated with AXA Advisors, LLC for 21 years. From 2010 to 2021, he was associated with Karr Barth Financial Planning, Inc. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and various asset management programs, utilizing both proprietary and third-party investment solutions delivered through a network of Investment Adviser Representatives.

Grayson Clark is a financial advisor with Equitable Advisors holding a Series 66 credential and beginning his career in 2026. Prior to joining Equitable Advisors, he worked at Morgan Stanley Wealth Management and has been involved in several hospitality ventures including Coastal Swing Golf Bar and Jamestown Tavern. Equitable Advisors serves a broad client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management through a network of investment adviser representatives and third-party program sponsors.

Joanne Crowley is a Series 66-licensed financial advisor with Equitable Advisors, where she has worked for 15 years. Her industry experience also includes nine years at Axa Advisors, LLC. She serves as a trustee for an immediate family member’s trust and holds conditional approval as a task force member with the Simi Valley YMCA. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension plans, corporations, and charitable organizations. The firm uses a client-focused approach that matches investment models or discretionary managers to clients’ risk profiles and offers a range of third-party and proprietary advisory programs.

Christian Crays is a financial advisor at Equitable Advisors with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including AXA Advisors, Northwestern Mutual, and First Home Mortgage. Outside of finance, he was involved with Burtons Grill and Bar for six years. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm utilizes a network of Investment Adviser Representatives and third-party asset managers, offering a range of programs without sponsoring its own wrap fee program.

Anne London is a CFP® professional with 28 years of industry experience, currently serving at Equitable Advisors since 1999. She has held her position through the firm’s prior affiliation with Axa Advisors, LLC. Outside of her advisory role, she is an investment committee member and honorary national vice president of the National Council of Jewish Women and serves on the board of the Hebrew Burial and Social Services Society in Baltimore. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to a diverse client base, including individuals, pension plans, corporations, and charitable organizations. The firm’s approach involves assessing client needs and risk tolerance to match them with suitable program models or discretionary managers, utilizing a combination of third-party asset managers and firm-offered advisory programs.