Daniel Nash is a financial advisor with Equitable Advisors in Mill Creek, WA, holding Series 63 and Series 66 licenses and having 11 years of industry experience. He has been with Equitable Advisors since 2014 and was also associated with Axa Advisors, LLC during that time. Outside of his advisory role, he is involved with Cascade Wealth Strategies, LLC. Equitable Advisors serves a broad client base including individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm offers financial planning and retirement plan support, utilizing a hybrid referral and implementation model with access to multiple third-party asset managers and programs.

Archisha Gupta is a financial advisor with Equitable Advisors and holds the Series 66 designation. She has one year of industry experience and has held roles ranging from academic positions to technology and retail before joining Equitable Advisors. 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 a dual-registered SEC investment adviser and broker-dealer, utilizing a delivery model focused on LPL-sponsored programs and endorsed third-party asset managers.

Shane Thomas is a financial advisor at Equitable Advisors with three years of industry experience. He holds a Series 66 designation and has worked in various roles including service in the United States Navy and positions in the food and retail sectors. Equitable Advisors serves a diverse clientele 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 with a delivery model that emphasizes LPL-sponsored programs and endorsed third-party managers, providing both discretionary and non-discretionary investment advisory services.

Sean Kelleher is a financial advisor with Equitable Advisors in Bellevue, WA, holding Series 63 and Series 65 designations and eight years of industry experience. He has worked with Equitable Advisors since 2017 and was previously affiliated with AXA Advisors, LLC. Equitable Advisors serves a diverse range of clients, including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, 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 broker-dealer, leveraging LPL-sponsored programs and endorsed TAMPs to deliver its advisory and brokerage solutions.

Robert Lee is a financial advisor at Equitable Advisors in Bellevue, WA, holding a Series 66 designation and beginning his advisory career in 2026. His prior work experience includes roles at Sherwin-Williams, Regie.ai, and Pacific View, LLC. Equitable Advisors serves a wide range of clients including individuals, high-net-worth families, retirement plans, and institutions. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating primarily through LPL-sponsored platforms and endorsed third-party managers.

Ethan Froula is a financial advisor with Equitable Advisors in Bellevue, WA. He holds the Series 66 designation and has been in the industry since 2026. His prior experience includes roles at Education at Work, McKinstry Essentions, and Baker Boyer National Bank, among others. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions. The firm provides 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.

Terry Terrell is a financial advisor with Equitable Advisors in Bellevue, WA, holding a Series 66 designation and 18 years of industry experience. He has been with Equitable Advisors since 2007 and previously worked at Axa Advisors, LLC. Outside of his advisory role, he manages an LLC that hires administrative support for his personal financial consulting practice. 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 operates a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.

Justin Cykler is a CFP® professional with 24 years of experience, currently serving at Equitable Advisors since 2001. He has a background with Axa Advisors, LLC, where he worked for 19 years. Outside of his advisory role, he acts as a beneficiary and service agent for insurance policies for immediate family members. 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 client goals, risk tolerance, and time horizon.

Davis Noblat is a financial advisor with Equitable Advisors in Bellevue, WA, holding a Series 66 designation and two years of industry experience. His prior work experience includes roles outside the financial industry at Green Apple Catering, Rainier Golf and Country Club, and several food service establishments. 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, relying on various program sponsors and endorsed third-party managers to deliver advisory and brokerage solutions.

Ryan Nielsen is a financial advisor at Equitable Advisors in Bellevue, WA, holding a Series 66 designation. He has experience working at Wells Fargo Bank and in marketing and management roles prior to joining Equitable Advisors. Nielsen has been with Equitable Advisors since 2026. 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, with a delivery model that includes LPL-sponsored programs and endorsed third-party managers.

Timothy Ibach is a financial advisor with Equitable Advisors in Edmonds, WA, holding Series 63 and Series 66 licenses and 13 years of industry experience. He has worked at Equitable Advisors since 2012 and was affiliated with Axa Advisors, LLC during part of that time. He is also associated with River Run Wealth Advisors DBA. 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 services tailored through a client intake process that documents goals, risk tolerance, and time horizon.

Charles Stanton is a financial advisor with Equitable Advisors in Bellevue, WA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Equitable Advisors since 1999, having also worked at AXA Advisors, LLC during a similar period. Outside of his advisory role, Stanton is the sole owner of Stanton Solar, 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 employs a hybrid referral and implementation model and offers both advisory and brokerage/insurance channels to implement client recommendations.

Anthony Brondello is a financial advisor with Equitable Advisors in Bellevue, WA, holding a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors in 2024, he worked at Stewart Title as a research specialist and has been involved with the University of Washington since 2020. Outside of his advisory role, he is a co-owner of a real estate company, ALB Properties, 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 employs a hybrid referral and implementation model, offering both advisory and brokerage channels tailored to client goals and risk tolerance.

Travis Warnock is a financial advisor with Equitable Advisors, holding a Series 66 designation and 15 years of industry experience. He has been with Equitable Advisors since 2010 and previously worked at Axa Advisors. Outside of his advisory role, he has a partnership in Warnavak LLC, a rental property 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 uses a hybrid referral and implementation model and offers both advisory and brokerage/insurance channels to implement client recommendations.

Samuel Furseth is a financial advisor at Equitable Advisors in Seattle, WA, holding Series 63 and Series 66 credentials with two years of industry experience. His prior work includes roles at Capitol Centre Market and Impact Hamps Farm. 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 uses a hybrid referral and implementation model and offers both advisory and brokerage/insurance channels to implement client recommendations.

Daniel Jang is a CFP®-certified financial advisor with eight years of industry experience, currently with Equitable Advisors in Bellevue, WA. His prior roles include positions at Axa Advisors and Cascade Rehabilitation LLC, as well as work at the University of Washington and UPS Store. Jang is also associated with Cascade Wealth Strategies, LLC. 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 primarily through LPL-sponsored programs and endorsed TAMPs, providing both discretionary and non-discretionary advisory solutions.

Riley Reisner is a financial advisor at Equitable Advisors in Bellevue, WA, holding a Series 66 designation. Riley has less than one year of industry experience, with prior roles at Allen & Company LLC and involvement with Ice Cream Social. Riley attended the University of Puget Sound from 2021 to 2025. Equitable Advisors serves a diverse client base including individual investors, retirement plan sponsors, corporations, and charitable organizations, providing financial planning, retirement-plan support, and access to asset management through LPL programs and multiple third-party asset managers. The firm uses a hybrid referral and implementation model combining advisory and brokerage channels to deliver tailored financial solutions.

Robert Spencer is a Series 66-registered financial advisor with Equitable Advisors, based in Bellevue, WA. He has one year of industry experience and previously worked in hospitality and retail sectors, including roles at Hotel Maison by Hilton and The Home Depot. 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 and LPL platforms. The firm uses a hybrid referral and implementation model that combines advisory and brokerage channels tailored to client goals and risk tolerance.

Brent Williams is a financial advisor with Equitable Advisors in Bellevue, WA, holding a Series 66 designation and over 23 years of industry experience. He has been with Equitable Advisors since 2002, previously affiliated with Axa Advisors, LLC until 2020. Outside of his advisory role, he owns and manages several vacation rental properties in Washington and Arizona. 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, combining advisory and brokerage/insurance channels to tailor services based on clients’ goals, risk tolerance, and time horizon.

Carson Davy is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors in 2024, he held roles at Tri-Mechanical Inc., Latitude One, and Groundswell SPC, among others. He also has experience associated with the University of Washington’s Foster School of 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, offering both advisory and brokerage/insurance channels to implement client recommendations.