Arnold Kuhs is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with Equitable Advisors since 2013, having previously worked at AXA Advisors, 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 a variety of third-party asset managers. The firm operates a hybrid referral and implementation model that combines advisory and brokerage channels, tailoring services through a detailed client intake process and offering both discretionary and non-discretionary management options.

Jacob Mattson is a financial advisor with Equitable Advisors in Brookfield, WI, holding a Series 66 designation and 15 years of industry experience. He has been with Equitable Advisors since 2010, previously affiliated with Axa Advisors, LLC. Outside of his advisory role, he serves as a youth basketball and football official and acts as an administrator or trustee for estates and trusts. 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 third-party programs, utilizing a hybrid referral and implementation model that incorporates various advisory and brokerage channels.

Tracy Pesl is a financial advisor with Equitable Advisors in Brookfield, WI, holding Series 63 and Series 65 licenses and 24 years of industry experience. She has been with Equitable Advisors since 2008 and previously worked at AXA Advisors, LLC. Outside of her advisory role, she has served as a poll worker for Menomonee Falls. 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 meet client needs.

Jack Stewart is a financial advisor with Equitable Advisors, holding a Series 66 designation and six years of industry experience. His prior roles include positions at AXA Advisors LLC, Paramount Financial Strategies, and several other firms. He also operates an outside business activity related to insurance through Paramount Financial Partners. Equitable Advisors serves a diverse client base, including individuals, high-net-worth clients, and institutional investors, offering financial planning, brokerage services, insurance distribution, and access to third-party asset management programs.

Michael Kilian is a financial advisor with Equitable Advisors in Mequon, WI, holding a Series 66 designation and six years of industry experience. He has worked at Equitable Advisors since 2018 and was previously with Axa Advisors, LLC. Outside of his advisory role, Kilian serves on the Stewardship Commission at Lumen Christi parish, where he assists with welcoming new parishioners and a planned giving project. 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.

Gregory Dorf is a financial advisor at Equitable Advisors with 11 years of industry experience. He holds the Series 63 and Series 66 credentials and has worked at Equitable Advisors since 2018, following previous roles at Axa Advisors and Wintrust Commercial Banking. Outside of finance, he is involved in several business activities including music performance, operating a coffee resale business, handyman and house painting services, and hosting on Airbnb. 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 heavily on LPL-sponsored programs and endorsed TAMPs to deliver advisory and brokerage solutions.

Luis Heredia is a financial advisor with Equitable Advisors, holding a Series 66 designation and four years of industry experience. Prior to joining Equitable Advisors in 2021, he worked at Rafa Nadal Academy and Marquette University. Outside of advising, he serves as an assistant tennis coach at Marquette Tennis facility. Equitable Advisors serves a diverse client base including individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm offers financial planning and asset management through third-party programs and employs a hybrid referral and implementation model to deliver tailored advisory services.

Kevin Barry is a financial advisor with Equitable Advisors in Brookfield, WI, holding Series 63 and Series 65 licenses and 13 years of industry experience. He has been with Equitable Advisors since 2012 and previously worked with Axa Advisors. Outside of his advisory role, he serves as a trustee and financial power of attorney for his parents. 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.

Timothy Ryan is a financial advisor with Equitable Advisors in Brookfield, WI, holding a Series 66 designation and five years of industry experience. He previously worked at Gordon Flesh Company for seven years before joining Equitable Advisors in 2020. Outside of his advisory role, he is involved as an administrator or executor of estates and trustee of trusts for family and non-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 utilizing multiple TAMPs and offers both advisory and brokerage/insurance channels to implement client recommendations.

Barney Moore is a financial advisor with Equitable Advisors in Brookfield, WI, holding Series 63 and Series 65 credentials and 21 years of industry experience. He has worked at Equitable Advisors since 2009 and was previously with AXA Advisors. Outside of his advisory role, Moore serves as a member of the Shorewood Police Commission in Shorewood, WI. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, offering financial planning and access to asset management through LPL programs and third-party managers. The firm employs a hybrid referral and implementation model, providing both advisory and brokerage services tailored to client goals and risk tolerance.