Melanie Straughan is a Financial Consultant I at Fidelity Investments, where she has been working since 2024. Prior to this role, she served as a Planning Consultant at Fidelity Investments from 2022 to 2024. Before joining Fidelity, Melanie was a Financial Consultant at Equitable from 2019 to 2022. In her roles, Melanie partners with clients to understand their short- and long-term financial goals and helps build customized financial plans tailored to their unique needs. She focuses on enabling clients to make measurable changes in their financial lives through comprehensive financial planning and investment guidance.

Orion Richardson is a financial advisor with Equitable Advisors in Upland, CA, holding a Series 66 credential and 12 years of industry experience. He has been with Equitable Advisors since 2014, having previously worked at Axa Advisors LLC. Outside of his advisory work, he is involved with various outside insurance companies. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm’s approach includes matching clients to advisory program models or discretionary managers, often through third-party asset managers, and offers a broad range of investment options including mutual funds, ETFs, and alternative investments.

Kacey Boothe is a financial advisor with Equitable Advisors, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. Prior to joining Equitable Advisors in 2024, Boothe worked at Transamerica Financial Advisors, World Financial Group, Employee Benefit Professionals, and spent 30 years with American Fidelity. 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 network of Investment Adviser Representatives, using both proprietary and third-party solutions.

Raymond Offenburger is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Equitable Advisors. His prior roles include positions at Prudential Insurance Company of America, Northwestern Mutual, and Edward Jones. Outside of his advisory work, he holds treasurer roles at the Sons of the American Legion and the Knights of Columbus, both nonprofit organizations. Equitable Advisors serves a broad range of clients including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through various programs and third-party managers. The firm’s approach emphasizes personalized assessment and matching clients to appropriate advisory models, offering a wide array of investment options and ERISA fiduciary services.

Charles Eshelman is a financial advisor with Equitable Advisors in Richardson, TX, holding Series 63 and Series 66 credentials and with 39 years of industry experience. He has been with Equitable Advisors since 1999, including time under the AXA Advisors name prior to 2020. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management programs to individual, institutional, and charitable clients. The firm uses a network of Investment Adviser Representatives and offers a range of advisory models implemented by third-party managers and sponsored programs.

Ryan Okamoto is a financial advisor at Equitable Advisors with a Series 66 designation. He has been with the firm since 2026 and has previous experience in retail and education sectors. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, institutional clients, and charitable organizations. The firm utilizes a range of advisory models and third-party asset managers to deliver tailored investment solutions.

Anthony Miller is a Series 66-licensed financial advisor with 10 years of industry experience. He currently works at Equitable Advisors and previously spent eight years with Lincoln Financial Advisors Corporation. He also serves as a power of attorney for his father. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management programs to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm delivers services through a network of Investment Adviser Representatives and utilizes both proprietary and third-party advisory programs.

Jorn Erik Madsen is a financial advisor at Equitable Advisors with seven years of industry experience. He holds a Series 66 designation and has worked at firms including Edward Jones and Mutual of Omaha. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, and charitable organizations with financial planning, retirement plan consulting, and asset management programs. The firm uses a variety of advisory models and third-party managers to deliver services, covering mutual funds, ETFs, separately managed accounts, and select alternative investments.

Peter Novak is a financial advisor with Equitable Advisors, holding a Series 66 designation and 21 years of industry experience. He has worked at Equitable Advisors since 2005 and previously at Axa Advisors, LLC. Novak serves as a board member of Air Technical Industries. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension plans, corporations, and charitable organizations. The firm utilizes a range of advisory programs, including third-party managed models and proprietary services, to serve clients across various wealth levels.

Brian Duckworth is a financial advisor with Equitable Advisors, holding a Series 66 designation and 17 years of industry experience. His prior roles include work at TIAA-CREF from 2016 to 2020 and earlier years at Equitable Advisors from 2009 to 2016. Outside of his advisory work, he serves as a trustee for both an immediate family trust and a personal living trust. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients, offering financial planning, retirement plan consulting, and various asset management programs through a network of Investment Adviser Representatives. The firm utilizes a range of advisory models and relies on third-party program sponsors and affiliated asset managers to deliver investment solutions.

Keith Onto is a financial advisor with Equitable Advisors in Wall, NJ, holding Series 63 and Series 65 licenses and 13 years of industry experience. He has been with Equitable Advisors since 2013, including time under its former name, Axa Advisors. Outside of his advisory role, he is involved in health insurance sales through Zenith Marketing Group 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 asset-management programs through a network of Investment Adviser Representatives using both proprietary and third-party advisory solutions.

Hayley Brunel is a financial advisor with Equitable Advisors, holding a Series 66 designation and based in Honolulu, HI. She has been with Equitable Advisors since 2026. Her prior work experience includes roles at Mid Pacific Country Club and various positions related to education and community activities. Equitable Advisors serves individual clients across wealth levels, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management programs primarily through a network of Investment Adviser Representatives and third-party asset managers.

Matthew Lesko is a financial advisor with Equitable Advisors, holding a Series 66 designation and 12 years of industry experience. He previously worked at RBC Capital Markets, LLC for eight years and Stifel Independent Advisors, LLC for four years before joining Equitable Advisors in 2026. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients, providing financial planning, retirement plan consulting, and a variety of asset-management programs. The firm uses a range of advisory models, including third-party TAMPs and LPL-sponsored programs, to tailor investment solutions without sponsoring its own wrap fee program or advertising hypothetical performance.

Frank List is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has been with Equitable Advisors since 1999 and previously worked at Axa Advisors, LLC. He is approved to conduct other insurance activities with companies outside of the Equitable network. Equitable Advisors serves a broad client base, including individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers financial planning, retirement plan consulting, and various asset-management programs delivered through a network of Investment Adviser Representatives and third-party asset managers.

Alaya Walker is a financial advisor at Equitable Advisors in Louisville, KY, holding a Series 66 designation with five years of industry experience. Prior to joining Equitable Advisors in 2020, she worked at Parallon (NPAS) and was involved with Super Chefs. Outside of financial advising, she assists her spouse in operating a mobile food truck business, Chicagos Jerk Tacos. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm uses a variety of advisory models and third-party asset managers to deliver customized investment solutions.

Edward Spence is a financial advisor at Equitable Advisors with 44 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Equitable Advisors since 1999. Spence is also the owner of Spence Agency, LLC, which offers health insurance products, and serves as a board member of the Eureka Planning Commission. 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 delivers advice through a network of representatives using various model portfolios and third-party asset managers.

Scott Budriss is a financial advisor with Equitable Advisors in Bala Cynwyd, PA, holding Series 63 and Series 65 licenses and 12 years of industry experience. He has been with Equitable Advisors since 2014 and previously worked at Axa Advisors. Budriss serves as a committee member involved in fundraising for the Human Rights Campaign. 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 and third-party asset managers to tailor investment solutions, offering both proprietary and third-party products.

Matthew Soto is a financial advisor with Equitable Advisors in Syracuse, NY. He holds a Series 66 designation and has five years of industry experience. Prior to joining Equitable Advisors in 2021, he was a student at St. Lawrence University from 2016 to 2020. Equitable Advisors serves a broad client base including individual, institutional, and charitable clients, offering financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives and third-party asset managers.

Brady Christensen is a financial advisor with Equitable Advisors in Draper, UT, holding a Series 66 designation and four years of industry experience. Prior to his current role, he worked with various organizations including Kyle B. Christensen and operated businesses such as Stewarts Lawn Care and Pest Control. He serves as an ambassador for the ChamberWest Chamber of Commerce and is a committee member for the Utah Valley University Prospective Student Association Alumni Committee. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm offers a range of investment programs delivered through Investment Adviser Representatives, utilizing both proprietary and third-party solutions.

Tripp Turchik is a financial advisor with Equitable Advisors holding a Series 66 designation and three years of industry experience. Prior to joining Equitable Advisors, he worked at Merrill Edge/Merrill Lynch and has experience outside finance with Accurate Electric Service. He serves as a Commission Member on the Special Events Commission for the Village of Arlington Heights, assisting in the planning and coordination of seasonal events. 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 delivers advice through a network of representatives, utilizing a range of advisory programs and third-party asset managers to meet client needs.