Jacob Arnold is a financial advisor with Equitable Advisors, holding a Series 66 designation and beginning his advisory career in 2026. His prior work includes roles at Baylor University and various other positions outside the investment industry. Equitable Advisors serves a diverse client base, including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions, 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 endorsed TAMPs to deliver advisory and brokerage solutions.

Justin Green is a financial advisor at Equitable Advisors with two years of industry experience. He holds the Series 66 designation and has previously worked at LPL Enterprise, The Prudential Insurance Company of America, and Pruco Securities LLC. Outside of finance, he has experience with Chess In The Schools and The Princeton Review. 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 to implement client recommendations.

Stefan Sikorski is a financial advisor with Equitable Advisors in Austin, TX, holding a Series 66 designation and 18 years of industry experience. He has been with Equitable Advisors since 2007, including the period when it operated as Axa Advisors, 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. The firm employs a hybrid referral and implementation model and offers both advisory and brokerage channels to implement client recommendations.

Brissa Mejia is a financial advisor with Equitable Advisors holding a Series 66 designation and no prior industry experience. Her previous work includes positions at Vista Equity Partners and C.R. Wannanaker Law PLLC. 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 third-party managers and LPL programs. The firm operates a hybrid referral and implementation model with both advisory and brokerage/insurance channels.

Charles Larkam II is a financial advisor with Equitable Advisors in Austin, TX, holding Series 63 and Series 65 credentials and possessing 44 years of industry experience. He has been with Equitable Advisors since 1999, including time at its predecessor, Axa Advisors. Outside of his advisory role, he serves as a board member of Christian Life Church and volunteers on the board of the SCS Residential Property Owners' Association. 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 meet client needs.

Ryan O'hare is a financial advisor with Equitable Advisors in Austin, TX. He holds a Series 66 designation and has been with Equitable Advisors since 2026. Prior to joining the firm, he worked as an independent contractor and has experience in various roles including at SThree and several educational institutions. Outside of finance, he has been involved with Squirrel Island Village Corp. in multiple capacities. Equitable Advisors serves a diverse client base including 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 primarily through LPL-sponsored programs and endorsed third-party managers.

Kyle Fernandez is a financial advisor at Equitable Advisors in Austin, TX, holding a Series 66 designation with one year of industry experience. Prior to joining Equitable Advisors, he worked at Borderlands Brewing Company and Mission Steel and spent several years affiliated with the University of Arizona and GDF Law Firm. His background includes roles outside finance, such as in the brewing industry. 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 third-party programs. The firm operates a hybrid referral and implementation model, utilizing multiple third-party asset managers and offering both advisory and brokerage services.

Jordan Nolden is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, he held positions at Charles Schwab and Kasasa. 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 works extensively through program sponsors and third-party managers to provide advisory and brokerage solutions.

Jeffrey Moore is a financial advisor with Equitable Advisors in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Equitable Advisors and its predecessor AXA Advisors since 1999. Outside of his advisory work, he is involved with Fairway Ventures, LLC. Equitable Advisors serves a broad client base including individual investors, retirement plan sponsors, corporations, and charitable organizations, offering financial planning, retirement-plan support, and access to asset management through LPL programs and various third-party managers. The firm operates a hybrid referral and implementation model that incorporates client-specific financial plans and leverages multiple advisory platforms.

Peter Mc Donnell is a financial advisor with Equitable Advisors in Austin, TX, holding Series 63 and Series 66 licenses and five years of industry experience. Prior to joining Equitable Advisors in 2021, he worked at Calytera Inc/Cranicus, Anchor Glass Container Corp, Corning Inc, and Anthony King Construction. His other business activities include various outside insurance roles. 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 through multiple program sponsors and third-party managers, providing both discretionary and non-discretionary advisory solutions.

Bernard Adelstein is a financial advisor with Equitable Advisors in Austin, TX. He holds a Series 66 designation and has been with the firm since 2026. Prior to his current role, Bernard's background includes positions in various industries such as hospitality and community services. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, and institutions, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm’s model emphasizes partnerships with program sponsors and third-party managers to deliver both advisory and brokerage solutions.

Claire Ricks is a financial advisor at Equitable Advisors with Series 65 and Series 63 licenses and two years of industry experience. Prior to her current role, she worked in various positions including at Oracle NetSuite and several restaurant groups. Claire also has experience at the University of Texas. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates through a dual registration as an SEC-registered investment adviser and broker-dealer, utilizing LPL-sponsored programs and endorsed third-party managers.

Greg Cataldo is a financial advisor with Equitable Advisors in Austin, TX, holding Series 63 and Series 65 licenses and two years of industry experience. He has been with Equitable Advisors since 2023 and also operates The Cataldo Agency, a separate business. Prior to his advisory career, he spent nearly a decade in the wine industry. 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. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage channels to meet client needs.

Abigail Morrow is a financial advisor with Equitable Advisors in Austin, TX, holding Series 63 and Series 66 designations and eight years of industry experience. She has worked at Equitable Advisors since 2018 and previously held roles at AXA Advisors, LLC, and the University of Texas. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, and institutions, offering financial planning and broker-dealer services alongside access to third-party asset management programs. The firm operates primarily through LPL-sponsored programs and third-party managers, providing both discretionary and non-discretionary advisory solutions.

Connor Hansen is a financial advisor with Equitable Advisors in Austin, TX, holding Series 63 and Series 65 licenses and eight years of industry experience. He previously worked at Axa Advisors, Llc, and has roles as a trustee for multiple family trusts. Outside of his financial advisory work, Hansen is also a content provider on Twitch.TV. Equitable Advisors serves a broad client base including individuals, high-net-worth clients, 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 a dual-registered SEC investment adviser and broker-dealer, utilizing LPL-sponsored programs and endorsed third-party managers to deliver advisory and brokerage solutions.

Maxwell Ruthart is a financial advisor at Equitable Advisors in Austin, TX, holding Series 63 and Series 65 licenses with two years of industry experience. Prior to joining Equitable Advisors, he was involved with Innovation of Peace and Development and held roles at the University of Texas at Austin and Americorps in Austin Public Health. He has also worked in educational and community settings including Camp Walden. 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 uses a hybrid referral and implementation model combining advisory and brokerage channels.

Jaclyn Taylor is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, she held various roles including work with the Austin Independent School District and other organizations in Austin, TX. Outside of finance, she has experience in educational and recreational settings. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, and institutional investors, offering financial planning and brokerage services along with access to third-party asset management programs. The firm operates through multiple program sponsors and third-party managers, emphasizing both discretionary and non-discretionary asset management.

Hector Elizondo Jr. is a financial advisor with Equitable Advisors in Austin, TX, holding Series 63 and Series 65 licenses and accumulating 27 years of industry experience. He has been with Equitable Advisors since 1999, having also worked at AXA Advisors, LLC during the same period through 2020. His other business activities include involvement in various insurance-related businesses. 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 that utilizes multiple advisory platforms and offers both advisory and brokerage/insurance channels to implement client recommendations.

Kevin Douglas is a financial advisor with Equitable Advisors in Austin, TX, holding a Series 66 designation and 13 years of industry experience. He has been with Equitable Advisors since 2012 and previously worked at Axa Advisors, LLC. Outside of his advisory role, he serves as a board member and treasurer of the Epilepsy Foundation Central & South Texas. Equitable Advisors provides financial planning, retirement-plan support, and asset management services to individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm employs a hybrid referral and implementation model, leveraging third-party asset managers and LPL programs to tailor advisory solutions.

Dawn Ornelas is a financial advisor at Equitable Advisors in Austin, TX, holding a Series 66 designation with 21 years of industry experience. Her career includes roles at Fidelity Investments and Jared Gaddis prior to joining Equitable Advisors. 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 as both an SEC-registered investment adviser and broker-dealer.

Robert Flores is a Series 66 credentialed financial advisor with 19 years of industry experience, currently practicing at Equitable Advisors in Austin, TX. He has been with Equitable Advisors and its predecessor, AXA Advisors, LLC, since 2007. Flores serves on multiple boards, including the Ingleside Education Foundation, the Corpus Christi Estate Planning Council, the Greater Austin Hispanic Chamber of Commerce, and FINSECA, among others. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, relying heavily on LPL-sponsored programs and endorsed TAMPs to deliver advisory and brokerage solutions.

Zachary Champine is a financial advisor at Equitable Advisors in Austin, TX, holding a Series 66 designation with one year of industry experience. Prior to joining Equitable Advisors, he worked in various roles including at Favor and the Old West Christmas Light Fest. He also serves as the administrator of his father’s estate. 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 third-party programs. The firm employs a hybrid referral and implementation model, utilizing multiple advisory platforms and offering both discretionary and non-discretionary asset management options.

Breanne Maupin is a financial advisor with Equitable Advisors in Austin, TX, holding a Series 66 designation and beginning her advisory career in 2026. Prior to joining Equitable Advisors, her work experience includes roles at Meade Engineering, Clarity Sober Living, Breast Pump Genie, Beverly Hills Fertility, and teaching at Pepperdine University and Santiago High School. Breanne’s varied background encompasses both educational and entrepreneurial activities. Equitable Advisors serves a diverse client base, including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating through a delivery model that emphasizes program sponsors and endorsed third-party managers.

Shaan Niazi is a financial advisor at Equitable Advisors in Austin, TX, holding a Series 66 designation. He has worked in financial services since 2023, including prior roles at Cain and Abels and Kearney. His background also includes experience in education and capital management. 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 a dual-registered model and utilizes LPL-sponsored programs and endorsed TAMPs to deliver advisory and brokerage solutions.

Kaila Passey is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, she spent over a decade working in the wine industry, including roles at Serendipity Wine Imports and Vinello Wines. Outside of financial advising, she serves as a Wine Society Advisor for the Boisset Collection, organizing wine and dinner events. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by offering 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 with both advisory and brokerage channels to execute client recommendations.

Alison Reznikov is a financial advisor at Equitable Advisors with four years of industry experience. She holds the Series 63 and Series 65 designations. Prior to joining Equitable Advisors in 2022, her work history includes roles at Primerica and Convert Wire, along with community involvement at Texas Hillel and Beth Tfiloh. 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 through an integrated advisory and brokerage model.

Joe Morris Jr. is a CFP®, ChFC®, and Series 66-licensed financial advisor with 21 years of industry experience. He has been with Equitable Advisors since 2004 and previously worked at Axa Advisors. Outside of his advisory work, he owns Anthem Wealth, LLC, a private wealth management firm based in Austin, Texas. 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 range of third-party asset managers. The firm employs a hybrid referral and implementation model and offers both advisory and brokerage channels to implement client recommendations.

Ruchir Elhence is a financial advisor at Equitable Advisors in Austin, TX, holding Series 63 and Series 66 designations with nine years of industry experience. He has worked at Equitable Advisors since 2017 and previously was affiliated with AXA Advisors, LLC. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions. The firm offers financial planning, insurance distribution, and access to third-party asset management programs, operating as both an SEC-registered investment adviser and broker-dealer.

Maria Politti is a financial advisor with Equitable Advisors in Austin, TX, holding Series 63, 65, and 66 designations and 20 years of industry experience. She has been with Equitable Advisors since 2011 and previously worked at Axa Advisors. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charitable organizations, and institutions, 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, working extensively through program sponsors and endorsed third-party managers.

Nicholson O'reilly is a financial advisor at Equitable Advisors with Series 63 and Series 66 credentials. He has recently begun his career in the industry, joining Equitable Advisors in 2025 after brief roles at Balentine and College Hunks. 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, combining advisory and brokerage channels to tailor services based on clients' goals, risk tolerance, and time horizon.

Nicolas Austin is a financial advisor at Equitable Advisors with one year of industry experience. He holds the Series 66 designation and has previously worked at Texas Tech University, Queens University of Charlotte, Escondido Grill, and Treaty Oak Distillery. Equitable Advisors serves a diverse client base, including individuals, high-net-worth clients, retirement plans, and institutional accounts, offering financial planning and brokerage services alongside access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, utilizing LPL-sponsored programs and endorsed third-party managers to deliver advisory solutions.

Colton Walter is a financial advisor with Equitable Advisors in Austin, TX, holding Series 63 and Series 65 licenses and having two years of industry experience. His prior work includes roles at HD Roofing and as a student at Texas State University. 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. The firm employs a hybrid referral and implementation model, leveraging multiple third-party asset managers and offering both advisory and brokerage channels to meet client needs.

John Elder is a financial advisor with Equitable Advisors in Austin, TX, holding a Series 66 designation and nine years of industry experience. He has worked with Equitable Advisors since 2017 and previously spent time at AXA Advisors, LLC and Expert Relocation Systems. 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 a broker-dealer, delivering advisory and brokerage solutions primarily through program sponsors and third-party managers.

Owen Bybee IV is a financial advisor at Equitable Advisors in Austin, TX, holding a Series 66 designation. He has one year of industry experience, with prior roles including positions at Amarillo National Bank and BOC Bank. Equitable Advisors serves a diverse client base, including individuals, high-net-worth clients, retirement plans, corporate, charitable, and institutional clients. The firm provides financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, working extensively through program sponsors and third-party managers to deliver advisory and brokerage solutions.

Austin Weber is a financial advisor with Equitable Advisors in Georgetown, TX, holding a Series 66 designation and 11 years of industry experience. He has worked at Equitable Advisors since 2014, including time when the firm operated as Axa Advisors LLC. Outside of his advisory role, Weber serves as a consultant for Texas Benefit Alliance, an independent insurance brokerage firm. 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.

John Driscoll is a financial advisor at Equitable Advisors with 31 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Lincoln Financial Advisors, Park Avenue Securities, Guardian Life Insurance Company, and Wells Fargo. He also operates Driscoll Wealth Management LLC. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm is dual-registered as an SEC-registered investment adviser and broker-dealer and collaborates extensively with program sponsors and third-party managers to deliver advisory and brokerage solutions.

Neha Sukumar is a financial advisor with Equitable Advisors, holding Series 63 and Series 66 licenses and seven years of industry experience. Her work history includes roles at AXA Advisors, LLC and involvement with Texas Performing Arts and The University of Texas. Outside of finance, she operates a wedding planning business. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charitable, and institutional clients, offering financial planning, brokerage, insurance distribution, and access to third-party asset management programs. The firm operates through program sponsors and third-party managers, providing both advisory and brokerage solutions.

John Mc Coy is a financial advisor at Equitable Advisors with a Series 66 credential and less than one year of industry experience. His prior work includes roles with the Georgetown Chamber of Commerce, Southwestern University, and entrepreneurial activities through his self-employed business. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by offering financial planning, retirement plan support, and access to asset management via LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model that combines advisory and brokerage/insurance services.

Rachel Choate is a financial advisor at Equitable Advisors in Austin, TX, holding a Series 66 designation. She began her advisory career in 2023 with Edward Jones and has worked at Luminary Life Digital BGA before joining Equitable Advisors in 2025. Prior to entering the financial industry, her background includes roles at Betenbough Homes and Betenbough Business Services. 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 various third-party asset managers. The firm employs a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.

Cole Gaches is a financial advisor at Equitable Advisors with one year of industry experience. He holds a Series 66 designation and has prior work experience including roles at Arizona State University and NeuroPlay Academics. 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 range of third-party asset managers and programs. The firm operates a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.

Aljair Pimentel is a financial advisor at Equitable Advisors with one year of industry experience. He holds the Series 66 designation and previously worked at Uber Eats and AlphaSights. In addition to his advisory role, he operates a tax preparation business in Austin, Texas. 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, offering both advisory and brokerage channels to implement client recommendations.

Michael Stoehr is a financial advisor at Equitable Advisors with two years of industry experience. He holds Series 66 and Series 63 designations and has worked at Equitable Advisors since 2023. His prior experience includes roles at Newchip Accelerator, Crooer Inc., and Stoehr Companies, Inc. Equitable Advisors serves a diverse client base, including individuals, high-net-worth individuals, retirement plans, corporations, charities, 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 third-party managers.

Laurice Crain is a financial advisor with Equitable Advisors in Austin, TX, holding Series 63 and Series 65 credentials and bringing six years of industry experience. Prior to joining Equitable Advisors in 2019, she has worked at AXA Advisors, LLC, and held positions outside the financial sector, including roles at Austin Dustless Tile Removal and Apex Communications. Equitable Advisors serves a diverse range of clients, including individuals, high-net-worth investors, retirement plans, and institutions, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates under a dual registration as both an SEC-registered investment adviser and a broker-dealer, offering a mix of discretionary and non-discretionary asset management solutions.

Harry Campbell Lamerton is a financial advisor with Equitable Advisors, holding a Series 66 designation and two years of industry experience. Prior to joining Equitable Advisors in 2024, he worked at Valutrades Ltd and ADS Securities London Ltd. He is also the owner of Emelle Life LLC, a business he has maintained since 2021. 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 clients.

Samuel Moser is a financial advisor at Equitable Advisors in Austin, TX, with 10 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Equitable Advisors since 2015, including five years with Axa Advisors, 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 LPL programs and third-party asset managers. The firm uses a hybrid referral and implementation model, offering both advisory and brokerage/insurance services tailored through a client intake process to document goals, risk tolerance, and time horizon.

Annie Bao is a Series 66-licensed financial advisor with Equitable Advisors in Austin, TX, having joined the firm in 2026. Prior to her current role, she held positions at several organizations including Sunrun, Beverly Hills Auto Brokers, and Duke University Cardiovascular Research Center. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions by providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as a dual-registered SEC investment adviser and broker-dealer, utilizing a range of sponsored programs and endorsed third-party managers to deliver advisory and brokerage solutions.

Carter Rowles is a financial advisor with Equitable Advisors in Austin, TX, holding the ChFC® designation and Series 63 and 65 licenses. He has 42 years of industry experience, including over 20 years with Equitable Advisors and 15 years with AXA Advisors. Outside of his advisory role, he serves as a treasurer for a local homeowners association and is a trip leader for a community ski group. Equitable Advisors serves a broad range of clients, including individuals, high-net-worth investors, retirement plans, and institutions, and offers financial planning, brokerage, insurance distribution, and access to third-party asset management programs. The firm operates through multiple program sponsors and third-party managers to deliver advisory and brokerage solutions.

Silas Um is a financial advisor at Equitable Advisors with Series 63 and Series 65 licenses and two years of industry experience. His background includes positions at BNY Mellon and prior work in the restaurant industry. Equitable Advisors serves a diverse client base, including individuals, high-net-worth clients, retirement plans, and institutional investors, 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 various program sponsors and third-party managers to deliver its advisory and brokerage solutions.