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Mark P
Series 63, Series 65
St. Louis, MO
Equitable Advisors
Mark Pfeffer is a financial advisor with Equitable Advisors in St. Louis, MO, holding Series 63 and Series 65 credentials and 38 years of industry experience. He has been with Equitable Advisors since 1999, including its predecessor Axa Advisors. Outside of his advisory role, he owns and operates MVP Track Time, a race car track. Equitable Advisors serves a wide range of clients, including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset management programs. The firm utilizes a network of Investment Adviser Representatives and relies on third-party asset managers and advisory programs to implement tailored investment solutions.
Jonathan M
Series 63, Series 65
Boulder, CO
Equitable Advisors
Jonathan Massey is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked with Equitable Advisors since 2005 and previously with AXA Advisors, LLC for 15 years. Outside of financial advisory, he owns Jonny Massey Music, a music publishing and licensing startup, where he is the songwriter. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and various asset management programs. The firm uses a range of advisory models, including third-party programs and discretionary management, covering mutual funds, ETFs, separately managed accounts, and select alternatives.
Sara U
Series 63, Series 65
Melville, NY
Equitable Advisors
Sara Urban is a financial advisor with Equitable Advisors in Melville, NY, holding Series 63 and Series 65 credentials and possessing 32 years of industry experience. She has been with Equitable Advisors and its predecessor, AXA Advisors, LLC, since 1999. Equitable Advisors serves a diverse client base including individuals, retirement 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 tools and third-party asset managers.
Roger Q
Series 63, Series 66
Warwick, RI
Equitable Advisors
Roger Quintin is a financial advisor at Equitable Advisors with four years of industry experience. Before joining Equitable Advisors, he held roles at Edward Jones and MassMutual Life Insurance Company. He also spent sixteen years working at Dave's Fresh Marketplace. Outside of his advisory work, he serves as an administrator or executor of estates and trustee of trusts for family and non-family members. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients by providing financial planning, retirement plan consulting, and various asset-management programs. The firm’s approach includes matching clients to program models or discretionary managers, often utilizing third-party TAMPs and LPL-sponsored advisory programs.
Brissa M
Series 66
Austin, TX
Equitable Advisors
Brissa Mejia is a financial advisor at Equitable Advisors based in Austin, TX, holding a Series 66 designation with one year of industry experience. Prior to joining Equitable Advisors, Mejia held roles at Fizz, Vista Equity Partners, and C.R. Wannanaker Law PLLC. Equitable Advisors serves individuals across wealth levels, pension and profit-sharing plans, corporations, and charitable organizations by offering financial planning, retirement plan consulting, and a variety of asset-management programs. The firm’s approach involves assessing client information and risk tolerance to match them with program models or discretionary managers, utilizing both proprietary and third-party advisory solutions.
Charles L
Series 63, Series 65
Austin, TX
Equitable Advisors
Charles Larkam II is a financial advisor with Equitable Advisors in Austin, TX, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has been with Equitable Advisors since 1999, following his tenure at Axa Advisors. Outside of his advisory work, he serves as a board member for Christian Life Church and volunteers on the board of the SCS Residential Property Owners' Association. 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, utilizing both proprietary and third-party investment solutions.
Christopher M
Series 63, Series 66
Minneapolis, MN
Equitable Advisors
Christopher Mullin is a financial advisor with Equitable Advisors in Minneapolis, MN, holding Series 63 and Series 66 licenses and having 26 years of industry experience. He has worked at Equitable Advisors and its predecessor AXA Advisors since 2004, and previously at Ameriprise from 2001 to 2003. Outside of advising, he serves as secretary for an informal horse riding club and as treasurer for Horsemen Inc. Equitable Advisors serves individual clients across wealth levels, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients by providing financial planning, retirement plan consulting, and asset management through a network of Investment Adviser Representatives. The firm uses third-party advisory programs and model portfolios, offering a range of investment options including mutual funds, ETFs, separately managed accounts, and select alternatives.
Ronald G
Series 63, Series 65
Johnston, IA
Equitable Advisors
Ronald Gottl II is a financial advisor with Equitable Advisors in Johnston, IA, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. His prior work includes roles at Axa Advisors LLC, MSI Financial Services, Inc., and M HOLDINGS SECURITIES, Inc. He also has various outside insurance appointments. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients with financial planning, retirement plan consulting, and asset-management programs. The firm utilizes both proprietary and third-party models, focusing on risk assessment and tailored investment solutions without sponsoring its own wrap fee program.
James A
Series 63, Series 65
Valdosta, GA
Equitable Advisors
James Allred is a financial advisor with Equitable Advisors in Valdosta, GA, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked at Equitable Advisors and its predecessor AXA Advisors, LLC since 1997. Outside of his advisory role, he serves as an executor and beneficiary of multiple wills and life insurance policies and is involved in outside insurance activities. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management programs. The firm utilizes a range of proprietary and third-party advisory models and offers ERISA fiduciary services through credentialed representatives.
Josiah R
Series 66
Grand Rapids, MI
Equitable Advisors
Josiah Ryan is a financial advisor at Equitable Advisors with a Series 66 designation and approximately one year of experience in the industry. Prior to joining Equitable Advisors, he held roles at Thrivent Financial, Aflac, and was involved with Cornerstone University in multiple capacities over several years. Outside of his advisory work, he has held various educational positions within Hopkins Public Schools. Equitable Advisors serves a wide range of clients, including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement consulting, and asset management programs through a network of Investment Adviser Representatives and uses a combination of firm-offered and third-party advisory models.
Kenneth G
Series 63, Series 65
Woodbury, NY
Equitable Advisors
Kenneth Greenblatt is a financial advisor with Equitable Advisors who holds Series 63 and Series 65 licenses and has 41 years of experience in the industry. He has been with Equitable Advisors since 2007 and previously worked with Axa Advisors. Outside of his advisory role, he is involved as a trustee for multiple life insurance trusts and owns KRG Wealth Management, Inc. 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 through a network of Investment Adviser Representatives and third-party asset managers.
Robbie S
Series 66
Houston, TX
Equitable Advisors
Robbie Sitka is a financial advisor with Equitable Advisors in Houston, TX, holding a Series 66 credential and four years of industry experience. Prior to joining Equitable Advisors, he worked for Humble Independent School District for 11 years. Outside of advisory work, he teaches music lessons as an independent contractor. 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 through a network of Investment Adviser Representatives. The firm’s approach includes matching clients to program models or discretionary managers, with many advisory models implemented by third-party sponsors and approved advisory programs.
Joseph S
Series 63, Series 65
Shoreline, WA
Equitable Advisors
Joseph Smith Jr. is a financial advisor with Equitable Advisors in Shoreline, WA, holding Series 63 and Series 65 credentials and 19 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, LLC, since 2006. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm utilizes a range of advisory models, including third-party asset managers and LPL-sponsored programs, and offers ERISA fiduciary services to qualified plans.
Tony R
Series 66
Charlotte, NC
Equitable Advisors
Tony Richardson is a financial advisor with Equitable Advisors in Charlotte, NC, holding a Series 66 designation and 13 years of industry experience. He has been with Equitable Advisors since 2014 and previously worked at Axa Advisors LLC. Outside of his advisory role, Tony tutors students in English, Japanese, Series 7 exam preparation, and Bible Studies through WyzAnt Tutoring Company. 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 asset management programs. The firm’s approach involves assessing client information and risk tolerance to match clients with suitable advisory models or discretionary managers, utilizing both proprietary and third-party investment solutions.
Evan F
Series 66
Charlotte, NC
Equitable Advisors
Evan Ferguson is a financial advisor with Equitable Advisors in Charlotte, NC, holding a Series 66 designation and two years of industry experience. Prior to his current role, he was involved in various hospitality and service businesses, including Castaways Raw Bar & Grill and RuRu's Taco's & Tequila. Equitable Advisors serves a diverse client base ranging from individuals to institutional clients, providing financial planning, retirement plan consulting, and asset management through a network of Investment Adviser Representatives. The firm employs a variety of third-party and proprietary programs to tailor investment solutions.
Phillip H
Series 66
Dallas, TX
Equitable Advisors
Phillip Hearn is a financial advisor with Equitable Advisors in Dallas, TX, holding a Series 66 designation and 19 years of industry experience. He has worked at Equitable Advisors since 2007, including its predecessor Axa Advisors. Outside of his advisory role, he is involved in teaching and supply preaching at various churches. Equitable Advisors serves individual and institutional clients, providing financial planning, retirement plan consulting, and asset management through a network of Investment Adviser Representatives. The firm offers a range of advisory programs, including third-party models and discretionary management, and provides ERISA fiduciary services to qualified plans.
Grayson W
Series 66
Bala Cynwyd, PA
Equitable Advisors
Grayson Wingert Jr. is a financial advisor with Equitable Advisors in Bala Cynwyd, PA, holding a Series 66 designation and four years of industry experience. His prior work includes roles at L2 Brands and various entrepreneurial ventures. He serves as trustee of the Grayson P Wingert Revocable Trust. 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 utilizes a range of advisory models implemented through third-party asset managers and LPL-sponsored programs, offering mutual funds, ETFs, separately managed accounts, and select alternative investments.
Les B
Series 63, Series 65
Panama City, FL
Equitable Advisors
Les Brackett is a financial advisor with Equitable Advisors in Panama City, FL, holding Series 63 and Series 65 licenses with 45 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, since 1999. Outside of financial advising, he serves as a board member for Tech Farms, a nonprofit focused on technological advancement and innovation incubation in his area. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to a broad range of clients, including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm utilizes a variety of advisory models and third-party asset managers to deliver tailored investment solutions.
Jason R
Series 63, Series 66
Wall, NJ
Equitable Advisors
Jason Ritter is a financial advisor at Equitable Advisors with 12 years of industry experience. He holds the Series 63 and Series 66 credentials and previously worked at Axa Advisors, LLC. Outside of advisory services, he is involved with Professional Group Plans, Inc., a health insurance business. Equitable Advisors serves a wide range of clients including individual investors, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives. The firm utilizes both proprietary and third-party advisory solutions, offering services across mutual funds, ETFs, separately managed accounts, and selected alternative investments.
Robyn L
Series 66
Minneapolis, MN
Equitable Advisors
Robyn Lings is a financial advisor at Equitable Advisors with seven years of industry experience. She holds a Series 66 credential and has worked previously at Edward Jones and Ameriprise Financial Services. Lings serves as Vice President and Investment Committee member of the Superior Public Library Foundation Board and is a board member of the Lake Superior Zoological Society. 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 advisory programs delivered through Investment Adviser Representatives and third-party managers, focusing on matching client needs to appropriate investment models.
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