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Stephen D

Series 66

Atlanta, GA

Equitable Advisors

Stephen Dunbar III is a financial advisor at Equitable Advisors with 19 years of industry experience. He holds a Series 66 designation and has been with Equitable Advisors since 2010, following a period with AXA Advisors, LLC. Outside of advising, he writes a monthly financial column for Kiplinger and is involved in a family-owned baking business. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement consulting, and asset-management programs, utilizing both proprietary and third-party advisory models.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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Karan C

Series 66

Atlanta, GA

Equitable Advisors

Karan Chainani is a financial advisor at Equitable Advisors with nine years of industry experience. He holds a Series 66 designation and has worked at Equitable Advisors since 2017, previously with Axa Advisors and Paramount Energy. Chainani serves as a board member for the Williamsburg neighborhood HOA, participating in community maintenance decisions. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension plans, corporations, and charitable organizations. The firm leverages a network of Investment Adviser Representatives and third-party asset managers to deliver tailored investment solutions across mutual funds, ETFs, separately managed accounts, and select alternative investments.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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Rodney F

Series 63, Series 65

Atlanta, GA

Equitable Advisors

Rodney Foster is a financial advisor with Equitable Advisors in Atlanta, GA, holding Series 63 and Series 65 credentials and over 42 years of industry experience. He has worked with Equitable Advisors and its predecessor, Axa Advisors, since 1999. Outside of his advisory work, he is an author of non-financial related material. 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 through a network of Investment Adviser Representatives and third-party managers.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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Jerusalem R

Series 66

Atlanta, GA

Equitable Advisors

Jerusalem Rutherford is a financial advisor with Equitable Advisors in Atlanta, GA, holding a Series 66 designation. He has been self-employed since 2014 and joined Equitable Advisors in 2026. 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. The firm utilizes third-party asset managers and advisory programs to implement its investment models and offers ERISA fiduciary services to qualified plans.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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Dustin P

Series 66

Atlanta, GA

Equitable Advisors

Dustin Paschal is a financial advisor with Equitable Advisors in Atlanta, GA, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Nichols Cauley & Associates, LLC, Angel Oak Capital Advisors, and Tidwell Group, LLC. Outside of his advisory work, he serves as CFO and Treasurer of Paschal Properties, LLC, a family-owned business. Equitable Advisors provides financial planning, retirement 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, focusing on matching clients to appropriate investment models and offering ERISA fiduciary services for qualified plans.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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Matthew P

Series 66

Atlanta, GA

Equitable Advisors

Matthew Patrick is a financial advisor at Equitable Advisors with Series 66 credentials and one year of industry experience. His prior work includes roles at NYLife Securities LLC and Equitable Advisors, as well as experience in education and logistics. Equitable Advisors serves a broad range of clients, including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset management through a network of Investment Adviser Representatives and third-party program sponsors.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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Kirk W

Series 66

Atlanta, GA

Equitable Advisors

Kirk Welcome is a financial advisor with Equitable Advisors in Atlanta, GA, holding a Series 66 designation and 25 years of industry experience. His work history includes prior roles at Wells Fargo Clearing, J.P. Morgan Securities, and Chase Investment Services Corp. Outside of his advisory role, he serves as an ambassador and member of the Conyers Rockdale Chamber of Commerce, participating in community networking and events. 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 programs and third-party asset managers, focusing on personalized client assessment and a broad selection of investment options including mutual funds, ETFs, separately managed accounts, and select alternative investments.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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Kathryn B

Series 63, Series 66

Atlanta, GA

Equitable Advisors

Kathryn Benton is a financial advisor with Equitable Advisors in Atlanta, GA, holding Series 63 and Series 66 credentials and bringing 20 years of industry experience. She has worked at various firms including PNC Wealth Management and Mass Mutual Investors Services and serves as a trustee of the Patricia Benton Trust. Outside of her advisory role, she is a public notary in Cherokee County, a state-appointed county and family mediator in Florida, and vice president of the Longleaf Woodstock Homeowners Association. 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’s approach involves assessing client risk tolerance and matching them to program models or discretionary managers, often utilizing third-party asset managers and advisory programs.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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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 bringing 39 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, since 1999. Outside of his advisory role, he is involved in various outside insurance brokerage activities. Equitable Advisors serves a broad client base including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset-management programs. The firm utilizes a range of advisory models and third-party asset managers to tailor investment solutions.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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Matthew H

Series 63, Series 66

Atlanta, GA

Equitable Advisors

Matthew Hossom is a financial advisor with Equitable Advisors in Atlanta, GA, holding Series 63 and Series 66 licenses and bringing seven years of industry experience. His background includes roles at AXA Advisors LLC and entrepreneurial ventures such as Gata Movers LLC, UME Lawn Service, and Corners Cut LLC. 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 through a network of Investment Adviser Representatives and third-party programs. The firm emphasizes personalized client assessments and utilizes a range of investment vehicles including mutual funds, ETFs, separately managed accounts, and select alternative investments.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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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 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.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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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 credentials and 29 years of industry experience. He has been with Equitable Advisors since 1999, including time under its prior name, Axa Advisors, LLC. Outside of advising, Williams serves on the board of Family Health Centers of Georgia, a nonprofit hospital, and participates in the Atlanta Business League’s Education Committee as a board member. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and a range of asset management programs. The firm utilizes a network of investment adviser representatives and third-party program sponsors to deliver customized advisory solutions.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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Zaria B

Series 66

Atlanta, GA

Equitable Advisors

Zaria Brown is a Series 66-licensed financial advisor with Equitable Advisors, based in Atlanta, GA, and has three years of industry experience. She is the owner and founder of Knotlimited, LLC, a clothing business, and participates in the Delta Sigma Pi alumni network. Equitable Advisors serves a broad client base including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management services primarily through a network of Investment Adviser Representatives and third-party program sponsors.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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Michelle V

Series 66

Atlanta, GA

Equitable Advisors

Michelle Vancica is a financial advisor at Equitable Advisors with a Series 66 designation and one year of experience. Her prior roles include work at Porsche Cars North America and various positions in retail and education sectors. Equitable Advisors serves individuals ranging from non-high-net-worth to high-net-worth clients, as well as pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and asset management through a network of Investment Adviser Representatives and third-party program sponsors.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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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. His prior roles include positions at AXA Advisors, Merrill, Valic Financial Advisors, Morgan Stanley, and Citigroup Global Markets. Outside of his advisory work, he serves as a consultant at the University of Miami Miller School of Medicine's BSFT Institute. 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 and third-party asset managers to deliver customized investment solutions.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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Jackson H

Series 63, Series 65

Atlanta, GA

Equitable Advisors

Jackson Hamel is a financial advisor with Equitable Advisors in Atlanta, GA. He holds Series 63 and Series 65 licenses and has been with Equitable Advisors since 2026. Prior to joining the firm, he worked in academic coaching and provided event assistance and yard sign services. 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, utilizing a network of Investment Adviser Representatives and both proprietary and third-party investment solutions.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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Daryl V

Series 66

Atlanta, GA

Equitable Advisors

Daryl Vining Jr. is a financial advisor at Equitable Advisors with six years of industry experience. He holds the Series 66 designation and has previously worked at AXA Advisors LLC, Georgia State University, and Wofford College. 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 offers a range of services through its network of Investment Adviser Representatives, utilizing third-party asset managers and advisory programs alongside its own portfolio advisory services.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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Samantha D

Series 66

Atlanta, GA

Equitable Advisors

Samantha Decker is a financial advisor with Equitable Advisors in Atlanta, holding a Series 66 designation and beginning her advisory career in 2025. Prior to joining Equitable Advisors, she has worked in entertainment and consulting roles, including as an independent contractor at Warner Discovery LLC, where she performed bartending and employee training duties. Equitable Advisors serves individual and institutional clients by offering financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives and third-party managers. The firm emphasizes client risk assessment and utilizes a variety of advisory models implemented by third-party sponsors and discretionary managers.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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Lynda S

Series 63, Series 65

Atlanta, GA

Equitable Advisors

Lynda Scribbins is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 45 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, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and a range of asset-management programs delivered through a network of Investment Adviser Representatives and third-party asset managers.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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Elizabeth C

Series 66

Atlanta, GA

Equitable Advisors

Elizabeth Caffey is a financial advisor with Equitable Advisors in Atlanta, holding a Series 66 designation and beginning her career in 2026. She has served in leadership roles with the Episcopal Diocese of Atlanta since 2006 and has been involved with multiple Episcopal Church organizations. Equitable Advisors serves a broad range of clients including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives and third-party program sponsors.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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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, since 1999. Outside of his advisory work, he serves on the boards of several Jewish community organizations, including Hillels of Georgia, the Marcus Jewish Community Center of Atlanta, and the Jewish Federation of Greater Atlanta, and he is president of the Zeta Beta Tau National Fraternity Foundation. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, institutions, and charitable organizations. The firm utilizes a range of advisory programs and third-party asset managers to deliver customized investment solutions.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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