Jonathan Gratz is a financial advisor with Equitable Advisors in Bellevue, WA. He holds a Series 66 designation and has 11 years of industry experience. His prior experience includes roles at Axa Advisors and Edward Jones. 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 various asset-management programs. The firm uses a network of Investment Adviser Representatives and offers multiple advisory models through in-house and third-party solutions.

Zachary Martinson is a CFP® and holds a Series 66 license, with nine years of experience in the financial advisory industry. He has been with Equitable Advisors since 2017, having previously worked with Axa Equitable and Axa Advisors LLC. Prior to his advisory career, he was employed by the Seattle Sounders and Pacific Lutheran University. Equitable Advisors serves individual and institutional clients, providing financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives. The firm uses client information and risk assessments to match clients with suitable investment models and discretionary managers, often implementing these through third-party sponsors and proprietary programs.

Donald O Donnell is a financial advisor with Equitable Advisors in Bellevue, WA, holding Series 63 and Series 65 licenses and possessing 34 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, LLC, since 1999. Equitable Advisors serves individuals—including both non-high-net-worth and high-net-worth clients—as well as pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. 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 advisory models.

Paulo Lee is a financial advisor with Equitable Advisors in Bellevue, WA, holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining Equitable Advisors, he worked in various roles across multiple companies and volunteers weekly at the Church of the Beloved. Equitable Advisors serves a diverse client base, including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset management through a combination of firm-offered and third-party programs.

Jonathan Worner is a financial advisor with Equitable Advisors in Bellevue, WA. He holds a Series 66 designation and has been with Equitable Advisors since 2026. His prior work experience includes roles in the Army National Guard and various positions in the private sector. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and asset management through a network of Investment Adviser Representatives, utilizing both firm-offered programs and third-party asset managers.

Thomas Specht is a financial advisor with Equitable Advisors in Bellevue, WA, holding a Series 66 designation and 22 years of industry experience. He has worked with Equitable Advisors since 2004 and was previously associated with Axa Advisors, LLC. He also operates Expect Financial Services as a financial consultant. 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, using both proprietary and third-party advisory models.

Daniel Nash is a financial advisor at Equitable Advisors with 12 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Equitable Advisors and its predecessor, Axa Advisors, LLC, since 2014. He is also involved with Cascade Wealth Strategies, LLC. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients by providing financial planning, retirement plan consulting, and asset-management programs. The firm uses a range of advisory models, including third-party TAMPs and LPL-sponsored programs, and offers ERISA fiduciary services to qualified plans.

Archisha Gupta is a financial advisor with Equitable Advisors in Bellevue, WA, holding a Series 66 designation and beginning her industry experience in 2026. Her prior background includes roles in technology, education, and retail, as well as time spent at the University of Washington Foster School of Business. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management programs through a network of Investment Adviser Representatives. The firm utilizes various third-party advisory models and provides ERISA fiduciary services for qualified plans.

Shane Thomas is a financial advisor at Equitable Advisors with three years of industry experience. He holds a Series 66 designation and previously worked in various roles including in the United States Navy and in the food service industry. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and a range of asset-management programs delivered through a network of Investment Adviser Representatives and third-party managers.

Burke O'Neil is a financial advisor with Equitable Advisors in Bellevue, WA, holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining Equitable Advisors, he held roles at Project Destined and Washington State University and has experience outside finance through involvement with Snoqualmie Falls Brewery. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and various asset management programs primarily delivered through a network of Investment Adviser Representatives and third-party sponsors.

Eamon Simmonds 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 various roles including positions at LA Fitness, UPS, and Proscapes Inc. He has also worked in retail and university environments. Equitable Advisors provides financial planning, retirement consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm utilizes a range of advisory programs and third-party managers, offering diverse investment solutions including mutual funds, ETFs, and alternative investments.

Sean Kelleher is a financial advisor with Equitable Advisors in Bellevue, WA, holding Series 63 and Series 65 designations and nine years of industry experience. He has worked with Equitable Advisors since 2017 and previously with AXA Advisors. Equitable Advisors serves individuals across wealth levels, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm offers financial planning, retirement plan consulting, and various asset management programs, utilizing a range of third-party advisory models and proprietary offerings.

Robert Lee is a financial advisor at Equitable Advisors in Bellevue, WA, holding a Series 66 designation. He has been with Equitable Advisors since 2026 and has prior experience in various industries, including medical technology and roofing. 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’s advisory approach involves assessing client information and risk tolerance to match clients with program models or discretionary managers, often utilizing third-party asset managers and affiliated investment offerings.

Ethan Froula is a financial advisor with Equitable Advisors in Bellevue, WA, holding a Series 66 designation. He has been with Equitable Advisors since 2026 and has diverse prior work experience, including roles in education and nonprofit organizations. Equitable Advisors serves a broad client base, including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and various asset management programs. The firm uses a range of advisory models and third-party program sponsors to deliver investment solutions.

Terry Terrell is a financial advisor with Equitable Advisors in Bellevue, WA, holding a Series 66 designation and 19 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, LLC, since 2007. Outside of his advisory work, he manages an LLC that provides administrative support for his personal financial consulting practice. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs, utilizing a range of third-party advisory models and discretionary management through its network of Investment Adviser Representatives.

Justin Cykler is a CFP® with 24 years of industry experience, currently serving at Equitable Advisors since 2001. He was previously affiliated with Axa Advisors, LLC for 19 years. His outside activities include acting as a beneficiary and service agent for insurance policies of immediate family members. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, charities, and institutional clients. The firm delivers advice through a network of Investment Adviser Representatives using a variety of third-party advisory programs and proprietary resources.

Davis Noblat is a Series 66-licensed advisor with Equitable Advisors and has two years of industry experience. Prior to joining Equitable Advisors, his work history includes roles in the food service sector and at Montana State University. Equitable Advisors provides financial planning, retirement consulting, and asset management services to individuals, pension plans, corporations, charitable organizations, and institutional clients. The firm utilizes a variety of advisory models and third-party managers to deliver tailored investment solutions.

Ryan Nielsen is a financial advisor with Equitable Advisors in Bellevue, WA. He holds the Series 66 designation and has recently started his advisory career, having joined Equitable Advisors in 2026. Prior to his current role, he worked at Wells Fargo Bank and spent several years in marketing and management positions. Equitable Advisors serves a diverse client base including individuals, 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, utilizing a combination of firm-offered programs and third-party asset managers.

Timothy Ibach is a financial advisor with Equitable Advisors in Bellevue, WA, holding Series 63 and Series 66 licenses and 14 years of industry experience. He has been with Equitable Advisors since 2012, having previously worked at Axa Advisors, LLC. Equitable Advisors serves individual and institutional clients including pension plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and various asset management programs through a network of Investment Adviser Representatives. The firm employs a range of advisory models and third-party asset managers, offering diverse investment options without sponsoring its own wrap fee program.

Charles Stanton is a financial advisor with Equitable Advisors in Bellevue, WA, holding Series 63 and Series 65 licenses and 31 years of industry experience. He has worked at Equitable Advisors and AXA Advisors, LLC since 1999. Outside of his advisory role, Stanton is the sole owner of Stanton Solar, LLC. 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 programs. The firm utilizes a variety of advisory models and third-party asset managers to tailor investment solutions.