Jason Valliant is a financial advisor at Equitable Advisors with a Series 66 designation and no prior industry experience. Before joining the firm, he worked in various roles including at Whole Foods Market and engaged with several educational institutions. 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 delivered through a network of Investment Adviser Representatives and third-party managers.

Boris Zrnic is a financial advisor with Equitable Advisors in Bellevue, WA, holding Series 63 and Series 66 licenses and bringing eight years of industry experience. His prior experience includes roles at Merrill/Bank of America, Fidelity Investments, Edward Jones, and JPMorgan Chase Bank. Outside of his advisory work, he owns Boka Fragrance LLC, a perfume business based in Port Orchard, WA. 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. The firm offers a variety of advisory models through a network of Investment Adviser Representatives and third-party program sponsors, covering mutual funds, ETFs, separately managed accounts, and select alternative investments.

Avery Hultgren is a financial advisor with Equitable Advisors holding a Series 66 designation and has one year of industry experience. Prior to joining Equitable Advisors, Avery held various roles including positions at Optistaffing, Manpower Group/EXPERIS, and Seattle University. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, and charitable organizations by providing financial planning, retirement plan consulting, and asset-management programs. The firm utilizes a network of Investment Adviser Representatives and third-party asset managers to deliver tailored investment solutions.

Stephanie Scheidegger is a Series 66-licensed financial advisor with Equitable Advisors in Bellevue, WA, bringing six years of industry experience. Her background includes ten years with Richard Stewart, followed by five years at Stewart Financial Group DBA, before joining Equitable Advisors. 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 investment programs and third-party asset managers to tailor solutions based on client risk tolerance and goals.

Stephen Webb is a financial advisor at Equitable Advisors in Bellevue, WA, holding a Series 66 designation with 16 years of industry experience. He has worked at Equitable Advisors since 2009 and was previously associated with AXA Advisors, LLC. Outside of his advisory role, he is involved with Cascade Wealth Strategies, LLC. Equitable Advisors serves individuals across a range of wealth levels, as well as pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives and utilizes third-party managers and proprietary tools to deliver customized investment solutions.

Sheehan Trippel is a financial advisor at Equitable Advisors with two years of industry experience and holds the Series 66 designation. Prior to joining Equitable Advisors, Trippel worked as a freelance writer and spent several years involved in academic roles at the University of Washington and Pierce College. Outside of advising, Trippel is active as a freelance writer and serves as co-executor of a family estate, and participates in the Eastside Action Rotary Club. Equitable Advisors serves individual clients across wealth levels, as well as institutional clients, providing financial planning, retirement consulting, and asset management programs primarily through a network of Investment Adviser Representatives and third-party asset managers. The firm’s approach includes assessing client risk tolerance and matching clients to advisory models or discretionary managers, with offerings that cover mutual funds, ETFs, separately managed accounts, and select alternative investments.

Cyrus Asasy is a financial advisor with Equitable Advisors in Bellevue, WA, holding Series 63 and Series 66 licenses and eight years of industry experience. His prior work includes roles at Axa Advisors, Cetera Advisor Networks, and Brian Torgerson, CFP. Equitable Advisors serves individuals across wealth levels, as well as pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and diverse asset-management programs through a network of Investment Adviser Representatives, relying primarily on third-party and affiliated program sponsors to implement advisory models.

Nicholas Bowar is a financial advisor with Equitable Advisors in Bellevue, WA, holding a Series 66 designation and two years of industry experience. Prior to joining Equitable Advisors, he worked at Engel & Voelkers Kirkland and Summit at Snoqualmie. Outside of advising, he is involved in family property management and is a partner in an LLC that ships products through Amazon. 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 various asset-management programs. The firm implements client solutions through its network of Investment Adviser Representatives and third-party asset managers, covering mutual funds, ETFs, separately managed accounts, and select alternative investments.

Zachary Tuss is a financial advisor with Equitable Advisors in Bellevue, WA, holding a Series 66 designation and three years of industry experience. Prior to his current role at Equitable Advisors, he has been involved as a baseball coach with EL1 Sports since 2022 and has experience with the City of Bellevue Parks Department. He also has an ongoing affiliation with Carroll University dating back eight years. 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 information and risk tolerance to match clients with appropriate advisory programs, utilizing both proprietary and third-party investment solutions.

Heather West is a Series 66-licensed financial advisor with Equitable Advisors in Bellevue, WA, where she has worked since 2004. She has 24 years of industry experience, including a prior position at Merrill from 2001 to 2002. Equitable Advisors serves individual clients across a broad wealth spectrum, as well as pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party investment solutions.

Joseph Pearce is a financial advisor with Equitable Advisors in Bellevue, WA, holding Series 63 and Series 66 designations and four years of industry experience. His prior work includes roles at Leith Mercedes Benz and service at the United States Military Academy. Equitable Advisors serves a broad 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 through a network of Investment Adviser Representatives and third-party managers.

Mitchell Maurer is a financial advisor with Equitable Advisors in Bellevue, WA, holding Series 63 and Series 65 licenses and offering 37 years of industry experience. He has been with Equitable Advisors since 1999, including its prior affiliation as Axa Advisors, LLC. Outside of his advisory role, he is also a licensed attorney. Equitable Advisors serves a broad client base, including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management programs. The firm utilizes a range of advisory models and third-party asset managers to deliver tailored investment solutions.

Nathan Mc Vay is a financial advisor at Equitable Advisors in Bellevue, WA, holding Series 63 and Series 66 licenses with seven years of industry experience. His prior roles include positions at Axa Advisors, IMG College, Washington State University, and Mcvay Brothers Siding and Windows. Outside of financial advising, he has involvement in dental insurance and health-related business activities. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations by providing financial planning, retirement plan consulting, and various asset-management programs. The firm utilizes a network of Investment Adviser Representatives and offers both proprietary and third-party advisory solutions.

Miles Spahr is a financial advisor at Equitable Advisors in Bellevue, WA, holding a Series 66 designation with one year of industry experience. Prior to joining Equitable Advisors, he worked briefly at Ladenburg Thalmann and participated in the University of Oregon’s Business Accelerator Program. He also has experience as a student-athlete with the University of Oregon Football team. Equitable Advisors serves individuals across wealth levels, as well as pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and various asset-management programs. The firm’s advisory services utilize a range of third-party managers and emphasize matching clients to suitable investment models and discretionary management solutions.

Thomas Cox is a Series 66-registered financial advisor with Equitable Advisors in Bellevue, WA, where he has worked for five years. Prior to joining Equitable Advisors, he was involved with the University of California's Managerial Economics Department and held various roles at the university from 2017 to 2021. 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 program sponsors to deliver tailored investment solutions and fiduciary services.

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.

Matthieu Braem is a financial advisor with Equitable Advisors in Bellevue, WA, holding a Series 66 designation and two years of industry experience. Prior to his financial advisory role, he has been involved in professional and private soccer training activities, including playing for the Tacoma Stars in the Major Arena Soccer League and owning Frenchy Elite Football, a private soccer training business. He is also affiliated with the French-American Chamber of Commerce in Seattle. 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 variety of advisory models delivered through its network of Investment Adviser Representatives and third-party asset managers.

Aaron Schulz is a financial advisor with Equitable Advisors in Bellevue, WA, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Alexa's Catering and Cafe, Cintas, Edgerock Wealth Management, and Troon: The Ridge at Castle Pines. 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 employs various advisory models and programs, relying on third-party sponsors and discretionary managers to deliver solutions across mutual funds, ETFs, separately managed accounts, and select alternative investments.

Loren Lo is a financial advisor with Equitable Advisors in Bellevue, WA, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. He has worked at Equitable Advisors since 2013 and previously at Axa Advisors, LLC. Outside of his advisory role, he is involved with Hidden Point LLC, a short-term rental business, and operates under the Retirement Path Advisors brand. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management programs. The firm’s approach involves assessing client risk tolerance and matching them to appropriate advisory models, utilizing third-party asset managers and multiple investment options while providing ERISA fiduciary services for qualified plans.

Arash Borhani is a financial advisor with Equitable Advisors in Bellevue, WA, holding Series 63 and Series 65 licenses and three years of industry experience. His prior work includes roles at Wells Fargo Clearing and AXA Advisors, as well as diverse experience outside finance, including working as an Instacart driver and operating a resale business specializing in CDs and vinyl records. Equitable Advisors serves individual and institutional clients with financial planning, retirement consulting, and asset management services, utilizing a range of proprietary and third-party advisory programs.