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Stephen D
Series 66
Atlanta, GA
Equitable Advisors
Stephen Dunbar III is a financial advisor with Equitable Advisors in Atlanta, GA, holding a Series 66 designation and 19 years of industry experience. He has been with Equitable Advisors since 2010, previously associated with AXA Advisors, LLC during the same period. Outside of advising, he writes a monthly financial column for Kiplinger and is involved as an owner and investor in a family-run baking business. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model that combines advisory and brokerage services tailored to clients’ goals, risk tolerance, and time horizons.
Karan C
Series 66
Atlanta, GA
Equitable Advisors
Karan Chainani is a financial advisor at Equitable Advisors with eight years of industry experience. He holds a Series 66 designation and has worked at Equitable Advisors since 2017, following prior roles at Axa Advisors, LLC and Paramount Energy. Chainani serves as a board member for the Williamsburg neighborhood HOA. Equitable Advisors provides financial planning, retirement-plan support, and access to asset management for individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm combines advisory and brokerage/insurance channels and employs a hybrid referral and implementation model utilizing third-party asset managers and LPL programs.
Rodney F
Series 63, Series 65
Atlanta, GA
Equitable Advisors
Rodney Foster is a financial advisor at Equitable Advisors with 42 years of industry experience. He holds Series 63 and Series 65 designations and has been with Equitable Advisors since 1999. Outside of his advisory role, he is an author of non-financial related material. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement plan support, and access to asset management through LPL programs and a wide range of third-party asset managers. The firm operates a hybrid referral and implementation model, offering both advisory and brokerage services tailored to client goals and risk tolerance.
Albert M
Series 66
Atlanta, GA
Equitable Advisors
Albert Mc Gee is a Series 66-credentialed financial advisor with two years of industry experience, currently with Equitable Advisors in Atlanta, GA. He has held roles at multiple financial services firms including Allstate and Park Avenue Securities. Outside of advising, he owns a health and life insurance agency specializing in Medicare and under-65 health products and also works as a ride-share driver. Equitable Advisors serves a diverse client base, including individuals, high-net-worth clients, and institutions, offering financial planning, brokerage, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, utilizing a delivery model centered on LPL-sponsored programs and endorsed TAMPs.
Dustin P
Series 66
Atlanta, GA
Equitable Advisors
Dustin Paschal is a Series 66-licensed financial advisor with Equitable Advisors, based in Atlanta, GA, with one year of industry experience. Prior to joining Equitable Advisors in 2025, he worked at Nichols Cauley & Associates, LLC, Angel Oak Capital Advisors, and Tidwell Group, LLC. Outside of his advisory role, he serves as CFO and Treasurer of Paschal Properties, LLC, a family-owned business, and is involved in volunteer leadership with the Delta Sigma Pi Atlanta Alumni Chapter. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, offering financial planning, broker-dealer services, insurance distribution, and third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer and works extensively with program sponsors and third-party managers to deliver advisory and brokerage solutions.
Matthew P
Series 66
Atlanta, GA
Equitable Advisors
Matthew Patrick is a financial advisor with Equitable Advisors in Atlanta, GA. He holds the Series 66 designation and has been in the industry since 2026. Prior to his current role, he worked with NYLife Securities LLC and has experience in various positions including at Georgia Gwinnett College and Lutheridge Camp and Conference Center. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charitable organizations, and institutions. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating primarily through program sponsors and endorsed TAMPs.
Kirk W
Series 66
Atlanta, GA
Equitable Advisors
Kirk Welcome is a financial advisor at Equitable Advisors with 24 years of industry experience. He holds a Series 66 designation and has worked previously at Wells Fargo Clearing and J.P. Morgan Securities. Outside of his advisory role, he serves as an ambassador and member of the Conyers Rockdale Chamber of Commerce, participating in local business networking activities. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and asset management access through LPL programs and third-party managers. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels tailored to client goals and risk tolerance.
Kathryn B
Series 63, Series 66
Atlanta, GA
Equitable Advisors
Kathryn Benton is a financial advisor at Equitable Advisors in Atlanta, GA, with 20 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Equitable Advisors since 2014, previously working at Axa Advisors LLC. Outside of her advisory role, Benton serves as a public notary, a court-appointed family mediator in Florida, and vice president of the Longleaf Woodstock Homeowners Association. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, and institutions, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates through LPL-sponsored programs and third-party managers, providing both discretionary and non-discretionary investment management solutions.
Steve M
Series 63, Series 65
Atlanta, GA
Equitable Advisors
Steve Mcclelland is a financial advisor with Equitable Advisors in Atlanta, GA, holding Series 63 and Series 65 credentials and 38 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 various outside insurance brokerage activities. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to implement client recommendations.
Matthew H
Series 66, Series 63
Atlanta, GA
Equitable Advisors
Matthew Hossom is a financial advisor with Equitable Advisors in Atlanta, GA, holding Series 66 and Series 63 licenses and having seven years of industry experience. His prior roles include positions at AXA Advisors LLC and involvement in small business ventures such as Gata Movers LLC, UME Lawn Service, and Corners Cut LLC. Equitable Advisors serves a diverse range of clients including individuals, high-net-worth individuals, retirement plans, corporations, charities, and institutions, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, emphasizing third-party program sponsorship and a delivery model that includes non-discretionary and discretionary management strategies under controlled policies.
Miah S
Series 66
Atlanta, GA
Equitable Advisors
Miah Schultz is a financial advisor at Equitable Advisors with three years of industry experience. She holds a Series 66 designation and has worked at Equitable Advisors since 2022. Prior to that, she was employed at Cardea Capital Group and held various roles including positions at Georgia Institute of Technology and Philanthropy Southeast. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model and offers both advisory and brokerage/insurance channels to implement client recommendations.
Jan W
Series 63, Series 65
Atlanta, GA
Equitable Advisors
Jan Williams is a financial advisor with Equitable Advisors in Atlanta, GA, holding Series 63 and Series 65 designations and bringing 28 years of industry experience. He has been with Equitable Advisors and its predecessor Axa Advisors since 1999. Outside of his advisory role, Williams serves as a board member of Family Health Centers of Georgia and the Atlanta Business League’s Education Committee, and he is involved with the Coneex American Israel Business Connector. Equitable Advisors provides financial planning, retirement plan support, and asset management services to individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm operates a hybrid referral and implementation model, leveraging third-party asset managers and LPL programs to tailor advisory solutions based on clients’ goals, risk tolerance, and time horizon.
Zaria B
Series 66
Atlanta, GA
Equitable Advisors
Zaria Brown is a financial advisor with Equitable Advisors in Atlanta, GA, holding a Series 66 designation and three years of industry experience. She is the owner and founder of Knotlimited, LLC, a clothing business. Brown is also involved as an alumni participant in the Delta Sigma Pi fraternity’s Atlanta chapter. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients by offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, emphasizing program sponsors and endorsed TAMPs to deliver advisory and brokerage solutions.
Michelle V
Series 66
Atlanta, GA
Equitable Advisors
Michelle Vancica is a financial advisor at Equitable Advisors with Series 66 credentials and approximately one year of experience. Her prior work history includes roles at Porsche Cars North America and involvement with Psi Gamma Chi Omega Fraternity, Tacomac, and Jinya Ramen Bar. She has also worked at Alfa Home Design and Intellatutor, with a background that includes studies at Mercer University. Equitable Advisors serves a broad mix of individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating as both an SEC-registered investment adviser and a broker-dealer.
Daniel J
Series 66
Atlanta, GA
Equitable Advisors
Daniel Johnson is a financial advisor with Equitable Advisors in Atlanta, GA, holding a Series 66 designation and 15 years of industry experience. He has worked at Equitable Advisors since 2018 and previously at AXA Advisors LLC. Johnson also serves as a consultant at the University of Miami Miller School of Medicine’s BSFT Institute. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, and institutions. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating through LPL-sponsored platforms and various endorsed TAMPs.
Jackson H
Series 65, Series 63
Atlanta, GA
Equitable Advisors
Jackson Hamel is a financial advisor with Equitable Advisors in Atlanta, GA. He holds Series 65 and Series 63 licenses and has been with Equitable Advisors since 2026. Prior to joining the firm, he held roles in academic coaching and operated a small event assistance and yard sign service business. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm utilizes a delivery model that relies on LPL-sponsored programs and endorsed third-party managers, offering both discretionary and non-discretionary advisory solutions.
Daryl V
Series 66
Atlanta, GA
Equitable Advisors
Daryl Vining Jr. is a financial advisor with Equitable Advisors in Atlanta, GA, holding a Series 66 designation and five years of industry experience. Prior to joining Equitable Advisors in 2020, he worked at AXA Advisors and has academic experience from Georgia State University and Wofford College. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage channels to tailor services based on client goals and risk tolerance.
Samantha D
Series 66
Atlanta, GA
Equitable Advisors
Samantha Decker is a financial advisor at Equitable Advisors in Atlanta, GA, holding a Series 66 designation with one year of industry experience. Prior to joining Equitable Advisors, she worked in roles including consulting and employee training at Warner Discovery LLC. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement plan support, and access to asset management through a variety of third-party programs and platforms. The firm employs a hybrid referral and implementation model that leverages external asset managers and offers both advisory and brokerage services.
Kyle S
Series 66
Atlanta, GA
Equitable Advisors
Kyle Snipes is a financial advisor at Equitable Advisors in Atlanta, GA, holding the Series 66 designation. He has been with Equitable Advisors since 2025 and previously worked at St. Pius X Catholic High School for 16 years. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm uses a hybrid referral and implementation model that combines advisory and brokerage/insurance channels to deliver tailored investment solutions.
Lynda S
Series 63, Series 65
Atlanta, GA
Equitable Advisors
Lynda Scribbins is a financial advisor with Equitable Advisors in Suwanee, GA, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. She has been with Equitable Advisors since 1999, including its predecessor AXA Advisors, LLC, where she worked for over two decades. Outside of her advisory role, she is a power of attorney and beneficiary for her husband. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels tailored to client goals, risk tolerance, and time horizon.
Bruce W
Series 63, Series 65
Atlanta, GA
Equitable Advisors
Bruce Weinstein is a financial advisor with Equitable Advisors in Atlanta, GA, holding Series 63 and Series 65 credentials and bringing 53 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, LLC, since 1999. Outside of his advisory role, Weinstein serves on the boards of several community organizations including the Hillels of Georgia and the Jewish Federation of Greater Atlanta, and he is president of the Zeta Beta Tau National Fraternity Foundation. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporate, charitable, and institutional clients, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, utilizing a range of program sponsors and third-party managers to deliver advisory and brokerage solutions.
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