Jack Garrison is a financial advisor with Equitable Advisors in Raleigh, NC, holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining Equitable Advisors, he held roles outside the financial industry, including positions at Hanes Geo Components and Appalachian State University. Outside of his advisory work, he operates as an independent contractor landscaper through ADG Properties LLC. Equitable Advisors serves individual clients across wealth levels, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset management programs. The firm’s approach includes matching clients to program models or discretionary managers and utilizes a network of third-party asset managers alongside firm-offered programs.

Taehee Lee is a financial advisor at Equitable Advisors in Los Angeles, CA, holding a Series 66 designation with one year of industry experience. Prior to joining Equitable Advisors, Lee worked for Hanmi Bank for 12 years. Equitable Advisors serves a broad client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and various asset-management programs through a network of Investment Adviser Representatives and third-party managers. The firm utilizes both proprietary and third-party models and offers a range of investment options including mutual funds, ETFs, and alternative investments.

Joseph Kodetsky is a financial advisor with Equitable Advisors, holding Series 63 and Series 66 licenses and six years of industry experience. He has worked at Equitable Advisors since 2020 and previously spent time at AXA Advisors and the University of Albany. Equitable Advisors serves individual investors, pension and profit-sharing plans, corporations, charitable organizations, and other 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 investment solutions.

Owen Giangrande is a financial advisor at Equitable Advisors with a Series 66 license and approximately one year of industry experience. His background includes roles at PV Kent & Associates and various positions during his time at Boston University. Outside of his advisory work, he has experience associated with the Salem Country Club. Equitable Advisors serves a broad client base including individuals, 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 incorporates third-party advisory models and offers ERISA fiduciary services, with a focus on both proprietary and third-party investment solutions.

Ryan Johnson is a financial advisor at Equitable Advisors with Series 66 registration and less than one year of industry experience. His prior background includes roles in property management and education. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a network of advisers and third-party program sponsors.

Brad Katzer is a financial advisor with Equitable Advisors in Port Washington, WI, holding a Series 66 designation and nine years of industry experience. His career includes roles at AXA Advisors, Northwestern Mutual, Voya Financial Advisors, and other firms. He also conducts business under the approved DBA Lake Financial Group. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients by providing financial planning, retirement consulting, and asset management programs. The firm offers access to various advisory models and third-party asset managers, supporting a broad range of investment options and ERISA fiduciary services.

Daniel Munroe is a financial advisor with Equitable Advisors, holding Series 63 and Series 66 licenses and over 22 years of industry experience. He has worked with Equitable Advisors since 2008 and Cmg Financial Planning Ltd. since 2010. Outside of his advisory work, Munroe officiates high school football games. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management programs to individuals, institutional clients, and charitable organizations. The firm emphasizes personalized client assessments and offers a range of advisory models through third-party managers, covering mutual funds, ETFs, separately managed accounts, and select alternative investments.

Levi Lynch is a Series 66-licensed financial advisor with Equitable Advisors in Scottsdale, AZ, bringing one year of industry experience. His prior experience includes roles at Heritage Advisors CPA LLC and several educational institutions. Equitable Advisors serves a broad 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. The firm utilizes third-party asset managers and advisory programs while providing ERISA fiduciary services to qualified plans.

Joseph Mc Keon is a financial advisor with Equitable Advisors in Cherry Hill, NJ, holding Series 63 and Series 66 licenses and seven years of industry experience. Before joining Equitable Advisors in 2022, he worked at The Vanguard Group from 2016 to 2022. 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 through a network of Investment Adviser Representatives and third-party managers.

Roman Hurt is a financial advisor at Equitable Advisors in Portland, OR, holding a Series 66 designation with one year of industry experience. Prior to joining Equitable Advisors in 2025, he held various roles at Washman Car Wash. Outside of finance, he is involved as a team member at Washman Car Wash, operating machinery and handling cashier duties. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset-management programs. The firm’s approach includes assessing client information and risk tolerance to match clients with program models or discretionary managers, utilizing both proprietary and third-party investment solutions.

William Ogburn is a financial advisor at Equitable Advisors in Columbia, SC, holding Series 63 and Series 65 licenses with 52 years of industry experience. He has been with Equitable Advisors since 1999, previously affiliated with Axa Advisors from 1999 to 2020. Outside of his advisory role, he is a partner at Carolina Financial Advisors, LLC, and serves on the board of the Citadel Alumni Association. 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 range of advisory programs delivered through a network of Investment Adviser Representatives, incorporating third-party asset managers and various model portfolios.

Kevin Dayton is a financial advisor at Equitable Advisors with 44 years of industry experience. He has been with Equitable Advisors since 1999, including its prior iteration as AXA Advisors. Outside of his advisory role, he is the managing member and founder of a real estate LLC focused on property transactions in the Detroit area. Equitable Advisors serves individual clients across wealth levels, as well as pension plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management programs. The firm utilizes a network of Investment Adviser Representatives and third-party managers to deliver tailored advisory solutions without sponsoring its own wrap fee program.

Benjamin Purvis is a financial advisor with Equitable Advisors in Scottsdale, AZ. He holds a Series 66 designation and has been with Equitable Advisors since 2026. Prior to his advisory role, he has worked at PGA Tour Superstore since 2014. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and various asset management programs through its network of Investment Adviser Representatives. The firm employs a range of investment models and third-party managers and offers ERISA fiduciary services to qualified plans.

Jameson Donahue is a Series 66-credentialed financial advisor with six years of industry experience, currently with Equitable Advisors since 2020. His prior roles include a position at Axa Advisors, LLC and eight years working at Overbrook Golf Club. Outside of his advisory work, he is involved as a sales associate for ancillary products and tax account programs through Realty Benefit Services and Dergalis Associates LLC. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management through various firm and third-party programs.

Mark Hiegel is a financial advisor with Equitable Advisors in Kalamazoo, MI, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has been with Equitable Advisors since 2007, including its predecessor Axa Advisors, LLC. Equitable Advisors serves a wide range of clients, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset-management programs. The firm’s approach involves assessing clients' risk tolerance and matching them to various program models or discretionary managers, utilizing both proprietary and third-party asset management solutions.

Macy Davis is a financial advisor at Equitable Advisors with Series 63 and Series 66 credentials and two years of industry experience. Prior to joining Equitable Advisors, she held positions at Vogt RV, Golf Genius, Leaderboard of Dallas, and Trophy Club Country Club. 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 range of advisory models and programs, including third-party asset managers and LPL-sponsored platforms, focusing on matching clients’ risk tolerance with appropriate investment solutions.

John Purcell is a financial advisor with Equitable Advisors in Melville, NY, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with Equitable Advisors since 1999 and previously worked with AXA Advisors, LLC. Outside of his advisory role, he serves as a trustee of a family trust. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension plans, corporations, charitable organizations, and institutional clients. The firm employs a range of advisory models and third-party asset managers, offering diversified investment options including mutual funds, ETFs, and alternative investments.

William Hager is a financial advisor with Equitable Advisors, holding a Series 66 designation and four years of industry experience. His background includes roles at the University of Dayton, the Country Club of Rochester, and Pittsford Central School District. He has been with Equitable Advisors since 2021. 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 offers a range of advisory programs and works with third-party asset managers to deliver tailored investment solutions.

Miah Schultz is a financial advisor at Equitable Advisors with three years of industry experience. She holds a Series 66 designation and has previously worked at Cardea Capital Group and the Georgia Institute of Technology. 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 through a network of Investment Adviser Representatives. The firm utilizes both proprietary and third-party advisory programs, focusing on risk assessment and matching clients to suitable investment models.

Keith Schreiber is a financial advisor with Equitable Advisors in Melville, NY, holding Series 63 and Series 65 credentials and having 42 years of industry experience. He has been with Equitable Advisors since 1999 and previously worked with Axa Advisors, LLC. Outside of his advisory role, he is involved in insurance-related business activities. Equitable Advisors serves a wide range of clients, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives. The firm utilizes a combination of proprietary and third-party advisory models and offers ERISA fiduciary services to qualified plans.