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Anthony B
Series 66
Bellevue, WA
Equitable Advisors
Anthony Brondello is a financial advisor at Equitable Advisors with two years of industry experience. He holds a Series 66 designation and has worked at Equitable Advisors since 2024. Outside of financial advising, he is a research specialist at Stewart Title and a co-owner of a real estate business. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management through a network of representatives and third-party providers.
Travis W
Series 66
Bellevue, WA
Equitable Advisors
Travis Warnock is a Series 66-licensed financial advisor with Equitable Advisors in Bellevue, WA, where he has worked since 2010. He has 16 years of industry experience, including a decade at Axa Advisors. Outside of advising, he holds a role with American General insurance and has a partnership in a rental property business. Equitable Advisors serves a diverse client base, including individual and institutional clients, offering financial planning, retirement consulting, and asset management through various advisory programs and third-party managers. The firm emphasizes matching clients to appropriate investment models and provides ERISA fiduciary services for qualified plans.
Samuel F
Series 63, Series 66
Bellevue, WA
Equitable Advisors
Samuel Furseth is a financial advisor with Equitable Advisors in Bellevue, WA, holding Series 63 and Series 66 licenses and having two years of industry experience. His prior work includes roles at Impact Hamps Farm and Capitol Centre Market, as well as academic involvement at the University of Wisconsin - Madison. Equitable Advisors serves a broad client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives. The firm employs a range of third-party advisory programs and offers services across various investment types without sponsoring its own wrap fee program.
Daniel J
CFP®, Series 66
Bellevue, WA
Equitable Advisors
Daniel Jang is a CFP® and holds a Series 66 license with eight years of industry experience. He has been with Equitable Advisors since 2018 and previously worked with Axa Advisors, LLC. His background includes roles outside financial services, such as with Cascade Rehabilitation LLC and the University of Washington. 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 asset management programs, utilizing a range of third-party and proprietary investment solutions delivered through a large network of Investment Adviser Representatives.
Riley R
Series 66
Bellevue, WA
Equitable Advisors
Riley Reisner is a financial advisor at Equitable Advisors with one year of industry experience. He holds the Series 66 designation and has prior work experience at Allen & Company LLC and with Ice Cream Social. 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 programs, utilizing both proprietary tools and third-party advisory models.
Robert S
Series 66
Bellevue, WA
Equitable Advisors
Robert Spencer is a financial advisor at Equitable Advisors with a Series 66 designation and two years of industry experience. Before joining Equitable Advisors, he worked in the hospitality and retail sectors, including positions at Hotel Maison by Hilton and The Home Depot. 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 approach involves assessing client information and risk tolerance to match them with appropriate advisory models, utilizing both proprietary and third-party programs.
Brent W
Series 66
Bellevue, WA
Equitable Advisors
Brent Williams is a financial advisor with Equitable Advisors in Bellevue, WA, holding a Series 66 credential and 24 years of industry experience. He has worked exclusively with Equitable Advisors and its predecessor, AXA Advisors, since 2002. Outside of his advisory role, he owns and manages several vacation rental properties in Washington and Arizona through third-party property management companies. Equitable Advisors serves a broad client base including individuals, retirement plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management programs. The firm relies on a network of Investment Adviser Representatives and third-party program sponsors to deliver its advisory services.
Carson D
Series 66
Bellevue, WA
Equitable Advisors
Carson Davy is a financial advisor at Equitable Advisors with two years of industry experience. He holds the Series 66 designation and has held positions at various organizations including Tri-Mechanical Inc., Latitude One, Groundswell SPC, and the University of Washington Foster School of Business. 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 delivers services through a network of Investment Adviser Representatives and employs a variety of advisory models, often implemented by third-party asset managers and LPL-sponsored programs.
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