Lynn Beal is a financial advisor with Equitable Advisors in Austin, TX, holding the ChFC® designation along with Series 63 and Series 66 licenses. She has 14 years of industry experience, including prior roles at AXA Advisors LLC and AXA Distributors, LLC. Equitable Advisors serves a broad client base ranging from individual investors and charitable organizations to institutional clients, providing financial planning, retirement plan consulting, and various asset management programs through a network of Investment Adviser Representatives and third-party asset managers.

Robert Morris III is a financial advisor with Equitable Advisors in Austin, TX, holding Series 63 and Series 66 licenses and seven years of industry experience. His prior work includes roles at Axa Advisors and The Weitzman Group. Outside of his advisory career, he works as an Uber driver in Austin. 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 asset management through a network of Investment Adviser Representatives and various third-party advisory programs.