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John E
Series 63, Series 65
Southport, NC
Equitable Advisors
John Erwin is a financial advisor with Equitable Advisors in Southport, NC, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Equitable Advisors and its predecessor AXA Advisors since 1999. Outside of his advisory work, he serves on the boards of The Heritage Foundation and Dosher Memorial Hospital Foundation and is a partner in Garden Partners, LLC. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, plans, corporations, and institutions. The firm utilizes a range of investment programs, including third-party managers and proprietary solutions, focusing on aligning client information and risk tolerance with appropriate advisory models.
Joseph Y
Series 66
Greenwood Village, CO
Equitable Advisors
Joseph Yurglich is a financial advisor at Equitable Advisors with seven years of industry experience. He holds the Series 66 designation and has worked at several firms including Prime Capital Investment Advisors and Northwestern Mutual Investment Services LLC. 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 various asset-management programs through a network of Investment Adviser Representatives, utilizing third-party asset managers and advisory platforms.
Michael D
Series 66
San Francisco, CA
Equitable Advisors
Michael Damir is a financial advisor at Equitable Advisors based in San Francisco, CA, holding a Series 66 designation. He began his advisory role in 2026 and has experience in diverse activities including involvement with Quandry Surf, LLC and the Wishing Star Foundation. Equitable Advisors serves a broad client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management services. The firm uses a variety of third-party asset management programs and focuses on assessing client risk tolerance to tailor investment solutions.
Colin G
Series 66
Lynchburg, VA
Equitable Advisors
Colin Gardner is a financial advisor with Equitable Advisors in Lynchburg, VA. He holds the Series 66 designation and has been with Equitable Advisors since 2026. His prior experience includes roles in retail and banking sectors, as well as attending James Madison University. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to a broad client base, including individuals, institutions, and charitable organizations. The firm utilizes a variety of advisory programs and third-party asset managers to tailor investment solutions.
David R
Series 63, Series 65
Melville, NY
Equitable Advisors
David Rispler is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and possessing 39 years of industry experience. He has been with Equitable Advisors since 1986, including prior tenure with Axa Advisors. Outside of his advisory role, he serves as Vice President of Equitable Agents Reinsurance Company and is a managing partner at Premier Consulting Partners LLC. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to a wide range of clients, including individuals, pension plans, corporations, and charitable organizations. The firm utilizes various advisory models, including third-party program sponsors and LPL-sponsored advisory programs, and offers ERISA fiduciary services to qualified plans.
Jessica D
Series 66
Scottsdale, AZ
Equitable Advisors
Jessica Dahmen is a financial advisor with Equitable Advisors in Scottsdale, AZ, holding a Series 66 designation and beginning her advisory career in 2026. Prior to joining Equitable Advisors, she held roles at The Vanguard Group, BetTenders, and Family First Life, among others. Outside of finance, she has experience in real estate, working with Russ Lyon Sotheby's International Real Estate since 2019. Equitable Advisors serves individual and institutional clients, providing financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives. The firm employs a range of third-party advisory models and offers services including ERISA fiduciary consulting and access to mutual funds, ETFs, and select alternative investments.
Michael M
Series 66
Honolulu, HI
Equitable Advisors
Michael Miura is a financial advisor at Equitable Advisors with 15 years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones for nine years. He also serves as an administrator or executor of estates and trustee of trusts for family and non-family members. 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 focuses on matching clients to program models or discretionary managers, utilizing both proprietary and third-party investment solutions.
James D
Series 63, Series 65
Stockton, CA
Equitable Advisors
James Diserio is a financial advisor at Equitable Advisors with 49 years of industry experience. He has been with Equitable Advisors since 1999 and previously worked at Axa Advisors, LLC for 21 years. His credentials include Series 63 and Series 65 licenses. Equitable Advisors serves individuals, 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 emphasizes personalized client assessments and utilizes third-party advisory programs alongside proprietary options.
Glenn W
CFP®, Series 66
Vancouver, WA
Equitable Advisors
Glenn Wanner is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Equitable Advisors since 2008. He previously worked with AXA Advisors, LLC for 12 years. He holds Powers of Attorney for family members, including his mother and spouse. 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, offering solutions across mutual funds, ETFs, separately managed accounts, and select alternative investments.
Robert Z
Series 63, Series 65
San Angelo, TX
Equitable Advisors
Robert Zesch is a financial advisor with Equitable Advisors in San Angelo, TX, holding Series 63 and Series 65 credentials and having 48 years of industry experience. He has been with Equitable Advisors and its predecessor Axa Advisors since 1999. Outside of his advisory work, he is involved in insurance agency operations and family ranching activities. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations, utilizing a range of proprietary and third-party investment programs.
David B
Series 63, Series 65
Melville, NY
Equitable Advisors
David Birns is a financial advisor with Equitable Advisors in Melville, NY, holding Series 63 and Series 65 licenses. He has 35 years of industry experience, including over two decades with AXA Advisors and more than 20 years at Equitable Advisors. Outside of his advisory role, he is a partner in a life insurance general agency. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, and charitable organizations by offering financial planning, retirement plan consulting, and various asset-management programs. The firm utilizes a network of Investment Adviser Representatives and third-party program sponsors to deliver tailored investment solutions.
Kyra I
Series 66
Falls Church, VA
Equitable Advisors
Kyra Irani is a financial advisor at Equitable Advisors with two years of industry experience and holds the Series 66 designation. Before joining Equitable Advisors, she worked in various roles including positions at Trader Joe's, BrewBike, and Commonwealth One Federal Credit Union. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, institutional clients, and charitable organizations. The firm offers a range of investment programs through a network of advisers and third-party managers, focusing on tailored advice based on client risk tolerance and personal plan information.
Cade G
Series 66
Franklin, TN
Equitable Advisors
Cade Graham is a financial advisor with Equitable Advisors in Franklin, TN, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Working Distributors and The Club at Olde Stone. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, charitable organizations, and institutional clients. The firm utilizes a network of Investment Adviser Representatives and third-party asset managers to offer a broad range of advisory programs.
Austin J
Series 66
Minneapolis, MN
Equitable Advisors
Austin Jacobus is a financial advisor at Equitable Advisors in Minneapolis, MN, holding a Series 66 designation. He has one year of experience in the financial industry and has previously worked in public works for the City of Rosemount as well as in various roles at Chipotle, University of Arizona, Securian Financial, Papa Murphy’s, and local schools. Equitable Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and a range of asset management programs through a wide network of Investment Adviser Representatives and third-party asset managers.
Dylan S
Series 66
Easton, PA
Equitable Advisors
Dylan Stroup is a financial advisor with Equitable Advisors in Easton, PA, holding a Series 66 designation and 16 years of industry experience. He has worked at Equitable Advisors since 2010, including time under its prior name, Axa Advisors. Outside of his advisory role, Stroup serves on the boards of Keyan Health Care Initiatives and the Boys & Girls Club of Bethlehem. Equitable Advisors serves a diverse client base, including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management through a range of in-house and third-party programs. The firm emphasizes client data gathering and risk assessment to align clients with appropriate advisory models and discretionary managers, providing ERISA fiduciary services and access to mutual funds, ETFs, and select alternative investments.
Jason A
Series 66
Chamblee, GA
Equitable Advisors
Jason Atchley is a financial advisor with Equitable Advisors in Chamblee, GA, holding a Series 66 designation and 11 years of industry experience. He has worked with Equitable Advisors since 2015, including its predecessor AxA Advisors. Outside of his advisory role, he is involved as a driver for Atlantic Coast Textiles and serves as an administrator or trustee for a family trust. Equitable Advisors serves a diverse client base, including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management programs. The firm delivers advice through a network of representatives using various third-party advisory models and program sponsors, focusing on matching clients with suitable investment strategies and providing ERISA fiduciary services.
Terrance B
Series 63, Series 65
Dumfries, VA
Equitable Advisors
Terrance Blount is a financial advisor with Equitable Advisors in Dumfries, VA, holding Series 63 and Series 65 credentials and 44 years of industry experience. He has been with Equitable Advisors since 1999 and previously worked at Axa Advisors, LLC for 21 years. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients, offering financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives. The firm utilizes third-party asset managers and advisory programs to implement investment strategies across mutual funds, ETFs, separately managed accounts, and select alternative investments.
Justin H
CFP®, Series 66
San Antonio, TX
Equitable Advisors
Justin Hanna is a Certified Financial Planner (CFP®) with 19 years of industry experience. He has been with Equitable Advisors since 2007, continuing from his time with Axa Advisors, LLC where he worked until 2020. Based in San Antonio, TX, he holds the Series 66 designation. Equitable Advisors serves a broad client base including individuals, 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 solutions.
Bryce M
Series 66
Canton, OH
Equitable Advisors
Bryce Mathie is a financial advisor at Equitable Advisors with eight years of industry experience. He holds the Series 66 designation and has worked with firms including AXA Advisors and WH Trading. He serves as a board member for the Local Boys & Girls Club of Massillon. Equitable Advisors provides financial planning, retirement consulting, and asset-management services to individuals, pension plans, corporations, and charitable organizations. The firm uses a range of advisory programs and third-party asset managers to tailor investment solutions for its clients.
Collin F
Series 66
Poughkeepsie, NY
Equitable Advisors
Collin Ford is a financial advisor at Equitable Advisors with two years of industry experience. He holds the Series 66 designation. Prior to joining Equitable Advisors, his work history includes positions in education and local service businesses, such as the University of Rhode Island and Dave's Tree Service. Equitable Advisors serves individual clients across a range of wealth levels, as well as pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management programs, utilizing both proprietary and third-party advisory solutions.
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