Heather Mc Daniel is a financial advisor with Equitable Advisors in Plano, TX, holding Series 63 and Series 65 licenses and having nine years of industry experience. She has worked at Equitable Advisors since 2017 and previously with Axa Advisors and SIUe. Outside of her advisory role, she serves as Marketing Director for the LPGA Amateur Golf Association’s Executive Women’s Golf Association and is a managing partner at GEM Wealth LLC. 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 a variety of advisory models and third-party managers to deliver customized investment solutions, serving a broad client base from non-high-net-worth individuals to institutional clients.

Braden Warnert is a financial advisor with Equitable Advisors, holding a Series 66 designation and based in Moscow, Idaho. He began his advisory career in 2026 and has previous work experience in education and retail. Equitable Advisors serves individual and institutional clients, providing financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives and third-party managers.

Gary Clancy is a financial advisor with Equitable Advisors in The Villages, FL, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, LLC, since 1999. Outside of his advisory work, he is a partner in Healthcare Business Planning Group, LLC, providing marketing services to physician practices, and serves as Vice President of Ascendancy Insurance Solutions. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and various asset-management programs. The firm employs a model-centric approach, often leveraging third-party asset managers and advisory programs, and provides ERISA fiduciary services without sponsoring its own wrap fee program.

William Owens is a financial advisor with Equitable Advisors in Bala Cynwyd, PA. He holds the Series 66 designation and has 17 years of industry experience, including prior work with Axa Advisors, LLC. He is also involved in other business activities under the name Karr Barth Associates. Equitable Advisors serves a wide range of clients, 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 network of Investment Adviser Representatives, utilizing both proprietary and third-party investment solutions.

Andrew Gradolph is a financial advisor with Equitable Advisors in Williamsville, NY, holding Series 63 and Series 65 licenses and three years of industry experience. Prior to joining Equitable Advisors in 2023, he held various roles including positions at Buffalo State University and Gannon University. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, and charitable organizations with financial planning, retirement consulting, and asset management programs. The firm’s approach involves matching clients to advisory models or discretionary managers, utilizing both proprietary and third-party solutions, including mutual funds, ETFs, separately managed accounts, and alternative investments.

Richard Gianni Jr. is a financial advisor at Equitable Advisors in Cincinnati, OH, holding Series 63 and Series 65 credentials with 27 years of industry experience. He has been with Equitable Advisors since 2000, including its predecessor AXA Advisors. Outside of advisory work, he is a partner and investor in YOGA ALIVE LLC. Equitable Advisors serves a broad client base, 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 and third-party asset managers.

Emma Kulikowski is a financial advisor at Equitable Advisors with a Series 66 designation. She has one year of industry experience. Prior to joining Equitable Advisors, her work history includes roles at PNC Bank, Bartaco, and several other organizations. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party advisory solutions.

William Lewallen II is a Series 66-licensed financial advisor with one year of industry experience, currently with Equitable Advisors in Irvine, CA. His prior work includes roles at Varis, SADA, and Microsoft Corporation. He serves as a trustee for the Lewallen Living Trust. 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 employs a range of advisory programs and third-party asset managers to tailor investment solutions to client needs.

Megan Koopman is a CFP®-certified financial advisor at Equitable Advisors with 20 years of industry experience. She previously worked at Next Financial Group Inc for 15 years and Woodbury Financial Services, Inc. for two years. Outside of her advisory role, she serves as Secretary for the Arizona Sailing Foundation, a community sailing and education organization based in Tempe, AZ. Equitable Advisors serves individual and institutional clients with financial planning, retirement plan consulting, and asset-management programs. The firm utilizes a range of third-party advisory platforms and provides ERISA fiduciary services, focusing on matching clients to program models or discretionary managers without sponsoring its own wrap fee program.

T Newman is a financial advisor with Equitable Advisors in Omaha, NE, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. His prior firms include Axa Advisors, LLC and PRUCO Securities, LLC. He serves on the Boards of Directors for the West Omaha Chamber of Commerce, KOF Inc. (a 501(c)(3) organization), and the I-80 Cosmopolitan Club Omaha. Equitable Advisors provides financial planning, retirement consulting, and asset management services to individuals, plans, corporations, and nonprofit organizations. The firm utilizes a range of advisory programs, many implemented through third-party managers, and offers ERISA fiduciary services for qualified plans.

Michael Cupp is a financial advisor at Equitable Advisors with nine years of industry experience. He holds a Series 66 credential and has worked at Equitable Advisors since 2017, following a period at AXA Advisors and a role at James Madison University. Outside of his advisory work, Cupp is involved in managing short-term rental properties through Cupps Properties LLC. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management programs to individuals, plans, corporations, and charitable organizations. The firm’s offerings include third-party advisory models and ERISA fiduciary services, with a focus on matching clients to appropriate investment programs and portfolio managers.

Jackson Mellina is a Series 66-licensed financial advisor at Equitable Advisors in Fort Worth, TX, with four years of industry experience. His prior roles include positions at Charis Resources and Mellina Animal Hospital. Equitable Advisors serves a diverse client base, including individual, institutional, and charitable organizations, offering financial planning, retirement plan consulting, and asset management programs. The firm utilizes a range of third-party and proprietary investment models and provides ERISA fiduciary services through a network of Investment Adviser Representatives.

Kevin Cosentino is a financial advisor with Equitable Advisors in Hartland, WI, holding a Series 66 designation and 22 years of industry experience. He has worked with Equitable Advisors since 2003, including its predecessor Axa Advisors from 2004 to 2020. Outside of his advisory role, he operates a business under the name Cosentino Financial Group, Ltd. Equitable Advisors serves a diverse client base that includes individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm offers financial planning, retirement plan consulting, and asset management through a broad network of Investment Adviser Representatives and relies heavily on third-party program sponsors and asset managers for implementation.

Cicely Jones is a financial advisor at Equitable Advisors with 10 years of industry experience. She holds a Series 66 designation and previously worked at Axa-Advisors, LLC. Jones is also an author who self-publishes a book on financial planning for young couples and contributes articles on related topics to Forbes.com. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individual and institutional clients, using a range of firm-offered programs and third-party asset managers.

Shelly Sypien is a financial advisor at Equitable Advisors with 24 years of industry experience. She holds Series 63, Series 65, and Series 66 designations and has worked at firms including Morgan Stanley, Edward Jones, and Cetera. Shelly is also the owner of Family Focused Financial, LLC, which she operates alongside her advisory work. Equitable Advisors serves a broad client base including individuals, corporations, and institutions, offering financial planning, retirement consulting, and asset management programs. The firm’s approach involves assessing client risk tolerance and utilizing third-party asset managers and advisory programs.

Ben Kissee is a financial advisor with Equitable Advisors in Mount Pleasant, MI, holding Series 63 and Series 65 credentials and 12 years of industry experience. He has been with Equitable Advisors since 2014, including time when it operated as Axa Advisors, LLC. Kissee also serves as treasurer for the Isabella County Sportsman's Club. 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 a range of advisory programs, including third-party model implementations and its SAM program, and offers ERISA fiduciary services via credentialed representatives.

Carolyn Parsons is a financial advisor with Equitable Advisors in Englewood, Colorado, holding a Series 66 designation and 15 years of industry experience. She has been with Equitable Advisors since 2011, including its predecessor, Axa Advisors. Parsons serves as business manager and bookkeeper for a medical consulting practice and is a board member and treasurer for a Christian ministry focused on healthcare professionals. 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 uses a range of advisory models and third-party managers to deliver customized investment solutions without sponsoring its own wrap fee program.

Abram Loper is a financial advisor with Equitable Advisors in Lynchburg, VA, holding Series 63 and Series 65 licenses and having nine years of industry experience. His prior roles include positions at Mass Mutual Investors Services and Northwestern Mutual. He serves on multiple nonprofit boards in Lynchburg and is president of the Liberty University Alumni Association chapter. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to a diverse client base, including individuals and institutional clients. The firm utilizes a network of Investment Adviser Representatives and third-party programs to deliver personalized investment solutions.

Leanne Plancic is a financial advisor with Equitable Advisors in Bellevue, WA, holding a Series 66 designation and 17 years of industry experience. She has been with Equitable Advisors since 2008 and was previously affiliated with AXA Advisors. Plancic is a member of the Greater Seattle Business Association's LGBTQ+ Business Community. Equitable Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs, utilizing both proprietary and third-party advisory models delivered through a large network of Investment Adviser Representatives.

Matthew Helms is a financial advisor at Equitable Advisors with 28 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, LLC, since 1999. Outside of his advisory work, he is the owner of Berkshire Group LLC. Equitable Advisors serves individual clients, including both non-high-net-worth and high-net-worth individuals, as well as pension plans, corporations, charitable organizations, and other institutional clients. The firm offers financial planning, retirement plan consulting, and a variety of asset-management programs through a network of Investment Adviser Representatives and third-party asset managers.