Stephen Webb is a financial advisor with Equitable Advisors in Issaquah, WA, holding a Series 66 designation and 16 years of industry experience. He has been with Equitable Advisors since 2009, including time when the firm operated as Axa Advisors, LLC. Webb is also involved with Cascade Wealth Strategies, 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 operates a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to implement client recommendations.

Sheehan Trippel is a financial advisor at Equitable Advisors with a Series 66 designation and two years of industry experience. Prior to joining Equitable Advisors in 2024, Trippel worked as a freelance writer starting in 2023 and held positions at the University of Washington and ASTEX Business Services. Outside of advising, Trippel is active as a freelance writer and serves as Co-Executor of a family estate, as well as participating in the Eastside Action Rotary Club. Equitable Advisors serves a diverse range of clients including individuals, high-net-worth, retirement plans, and institutional clients, offering a combination of 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 investment solutions.

Cyrus Asasy is a financial advisor with Equitable Advisors, holding Series 63 and Series 66 licenses and bringing eight years of industry experience. His career includes roles at Axa Advisors and Cetera Advisor Networks, among others. Equitable Advisors serves 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 asset managers. The firm operates a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals and risk tolerance.

Nicholas Bowar is a financial advisor at Equitable Advisors with two years of industry experience. He holds the Series 66 designation and previously worked at Engel & Voelkers Kirkland for three years. Outside of his advisory role, Bowar is involved in managing family-owned properties and is a partner in an LLC that ships products through Amazon. 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 services tailored through a client intake process.

Zachary Tuss is a financial advisor with Equitable Advisors in Bellevue, WA, holding a Series 66 designation and two years of industry experience. Prior to his current role, he has been involved with EL1 Sports as a baseball coach and worked with the City of Bellevue Parks Department. He also has an ongoing affiliation with Carroll 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 LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on clients’ goals, risk tolerance, and time horizon.

Heather West is a financial advisor with Equitable Advisors in Seattle, WA, holding a Series 66 designation and 23 years of industry experience. She has been with Equitable Advisors since 2004. 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 execute client recommendations.

Joseph Pearce is a financial advisor with Equitable Advisors in Bellevue, WA. He holds Series 66 and Series 63 licenses and has three years of industry experience. Prior to joining Equitable Advisors in 2022, he worked in automotive sales and served six years at the United States Military Academy. Equitable Advisors serves a diverse range of clients, including individuals, high-net-worth investors, retirement plans, corporations, and charitable organizations. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, working extensively through sponsored platforms and endorsed managers to provide advisory and brokerage solutions.

Mitchell Maurer is a financial advisor with Equitable Advisors in Issaquah, WA, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, since 1999. Outside of his advisory role, Maurer is also a licensed attorney and owns wheat farmland in eastern Washington that participates in government conservation and crop-share programs. Equitable Advisors serves a diverse client base including individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm offers financial planning, retirement-plan support, and access to asset management through a range of third-party managers, utilizing a hybrid referral and implementation model.

Nathan Mc Vay is a financial advisor at Equitable Advisors with seven years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Equitable Advisors, he worked at IMG College and was involved in family business operations. Outside of advising, he has business interests in dental insurance and health services. 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 as both an SEC-registered investment adviser and broker-dealer.

Miles Spahr is a financial advisor with Equitable Advisors, holding a Series 66 designation and beginning his advisory career in 2026. His background includes experience at Ladenburg Thalmann and involvement with the University of Oregon's Business Accelerator and football programs. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients. The firm offers financial planning and brokerage services, utilizing a delivery model that emphasizes LPL-sponsored programs and third-party asset management solutions.

Thomas Cox is a financial advisor with Equitable Advisors in Bellevue, WA, holding a Series 66 designation and four years of industry experience. Prior to joining Equitable Advisors in 2021, he worked in the Managerial Economics Department at the University of California from 2020 to 2021 and was affiliated with the university from 2017 to 2021. 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 various third-party asset managers. The firm employs a hybrid referral and implementation model, combining advisory and brokerage/insurance channels to tailor services based on client goals and risk tolerance.

Ryan Johnson is a financial advisor at Equitable Advisors with a Series 66 designation and less than one year of industry experience. Prior to joining Equitable Advisors, he worked in property management and has experience in education at the high school and middle school levels. 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 through a dual-registered model that emphasizes collaboration with LPL-sponsored programs and endorsed third-party managers.

Matthieu Braem is a financial advisor with Equitable Advisors, holding a Series 66 designation and one year of industry experience. Prior to his current role, he has been involved in professional and private soccer training activities, including as a professional athlete with the Tacoma Stars in the Major Arena Soccer League and owner of Frenchy Elite Football, a private soccer training business. He is also associated with the French-American Chamber of Commerce in Seattle. 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 various third-party programs. The firm employs a hybrid referral and implementation model, utilizing external asset managers and offering both advisory and brokerage services.

Aaron Schulz is a financial advisor with Equitable Advisors in Bellevue, WA, holding a Series 66 license and one year of industry experience. Prior to joining Equitable Advisors, he worked at Edgerock Wealth Management and held roles in diverse industries including catering and hospitality. Equitable Advisors serves a wide range of clients including individuals, high-net-worth families, retirement plans, corporations, and institutions. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs through a delivery model that includes extensive use of LPL-sponsored and endorsed programs.

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 was affiliated with Axa Advisors. Outside of advising, Loren is involved with Hidden Point LLC, a short-term rental business. 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, tailoring services based on client goals, risk tolerance, and time horizon.

Arash Borhani is a financial advisor with Equitable Advisors in Bellevue, WA, holding Series 63 and Series 65 credentials and three years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Bank. Outside of advising, he operates a resale website selling CDs and vinyl records. 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, offering both advisory and brokerage/insurance services tailored to client goals and risk tolerance.

Brendan Herriman is a financial advisor at Equitable Advisors in Bellevue, WA, holding Series 63 and Series 66 licenses with three years of industry experience. His prior roles include positions at KBC Advisors and PACCAR Parts, as well as work in higher education and retail. Equitable Advisors serves a diverse range of individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients by 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 a broker-dealer, utilizing numerous sponsored programs and endorsed third-party managers to deliver advisory and brokerage solutions.

David Lenvin is a financial advisor at Equitable Advisors in Bellevue, WA, holding a Series 66 designation and with 19 years of industry experience. He has been with Equitable Advisors since 2007, previously affiliated with Axa Advisors LLC through 2020. Equitable Advisors serves a broad range of clients including individuals, high-net-worth families, retirement plans, corporations, charitable organizations, 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, relying significantly on LPL-sponsored programs and endorsed third-party managers to deliver advisory and brokerage solutions.

Kathryn Kelleher is a financial advisor at Equitable Advisors with two years of industry experience. She holds the Series 66 designation and has prior experience at Boston Consulting Group and the Allen Institute. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients by 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 a broker-dealer, utilizing LPL-sponsored programs and endorsed third-party managers to deliver advisory and brokerage solutions.

Emmanuel Bofa is a financial advisor with Equitable Advisors in Bellevue, WA. He holds a Series 66 designation and began his advisory career with Equitable Advisors in 2026. Prior to entering the financial industry, he worked in various roles within the Franklin Pierce and Puyallup School Districts and was involved with the YMCA Center for Community Impact. Equitable Advisors serves a diverse client base including individuals, high-net-worth, retirement plans, 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 and endorsed platforms.