Joby Frey is a financial advisor with Equitable Advisors in Cedar Rapids, IA, holding a Series 66 designation and 11 years of industry experience. He has been with Equitable Advisors since 2014 and previously worked at Axa Advisors, LLC during the same period. Frey serves as a board member of the National Association of Insurance and Financial Advisors, Eastern Iowa Chapter. Equitable Advisors provides financial planning and retirement-plan support to individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm utilizes a hybrid referral and implementation model, offering access to asset management through LPL programs and third-party asset managers.

Spencer Reed is a financial advisor at Equitable Advisors with nine years of industry experience. He holds the Series 66 designation and has worked at Equitable Advisors since 2017. Prior to that, he was employed at Axa Advisors and also has experience in the automotive sector at Cedar Rapids Toyota. Equitable Advisors serves a diverse clientele including individuals, high-net-worth clients, 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, relying heavily on LPL-sponsored programs and endorsed third-party managers to deliver advisory and brokerage solutions.

Maxwell Lampe is a financial advisor with Equitable Advisors, holding a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors in 2024, he worked in the hospitality sector, including roles at Big Grove Brewery and Zeppelins Bar and Grill. Outside of finance, he continues to work as a bartender at Big Grove Brewery. 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 operates a hybrid referral and implementation model that utilizes multiple asset managers and offers both advisory and brokerage services.

Mark Rohloff is a financial advisor with Equitable Advisors in Cedar Rapids, IA. He holds the Series 63 and Series 65 licenses and began his advisory career in 2026. Prior to joining Equitable Advisors, he worked in various roles including positions at Sammy's Pizza Restaurant & Tavern and the University of Iowa. 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, operating as both an SEC-registered investment adviser and broker-dealer.

Daniel Mack is a financial advisor with Equitable Advisors in Cedar Rapids, IA, holding a Series 66 designation and eight years of industry experience. Prior to joining Equitable Advisors in 2018, he worked at Axa Advisors and Menards Inc. He serves as a board member of Little Bear Country Club. 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 tailored through a client intake process that considers goals, risk tolerance, and time horizon.

Ty Dinusson is a financial advisor at Equitable Advisors in Cedar Rapids, IA. He holds a Series 66 designation and has been with Equitable Advisors since 2026. His prior experience includes roles at Scheels, the University of Iowa, Mount Mercy University, and the Prairie College Community School District. Equitable Advisors serves a diverse range of clients, including individuals, high-net-worth investors, 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 a dual-registered SEC investment adviser and broker-dealer.

Blair Shepherd is a financial advisor with Equitable Advisors, holding a Series 66 designation and 10 years of industry experience. He has been with Equitable Advisors since 2016 and previously worked at Axa Advisors, LLC from 2016 to 2020. Equitable Advisors serves a diverse range of clients including individuals, high-net-worth investors, 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.

Sean Patrick is a financial advisor with Equitable Advisors in Cedar Rapids, IA, holding a Series 66 designation and four years of industry experience. Prior to joining Equitable Advisors in 2022, he worked for Helitech/CNC Foundations, Inc. for six years. Outside of his advisory role, he is a private baseball and softball instructor. 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, offering both advisory and brokerage/insurance channels to deliver tailored client services.

John Mack is a financial advisor with Equitable Advisors in Cedar Rapids, IA, holding the ChFC® designation and Series 63 and 65 licenses. He has 44 years of industry experience, including 27 years with Equitable Advisors and AXA Advisors. Outside of his advisory work, he serves as a hunter safety instructor for the Iowa Department of Natural Resources and holds multiple volunteer leadership roles with the Boy Scouts of America. 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 broker-dealer, working through program sponsors and endorsed TAMPs to deliver a variety of advisory and brokerage solutions.

Kyle Goerdt is a financial advisor with Equitable Advisors, holding a Series 66 designation and seven years of industry experience. His work history includes roles at AXA Advisors, Master Packing & Rubber Company, Scheels, Farmers State Bank, and the University of Northern Iowa. He is based in Cedar Rapids, IA. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions, 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, utilizing LPL-sponsored programs and endorsed third-party managed program platforms to deliver advisory and brokerage solutions.

Ryan Bosch is a financial advisor with Equitable Advisors in Cedar Rapids, IA, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with Equitable Advisors since 2011 and previously worked at Axa Advisors. Outside of his advisory role, Bosch serves as treasurer for a local homeowners association and participates on the Cedar Rapids Community School District’s School Improvement Advisory Committee. Equitable Advisors provides financial planning and retirement-plan support to individual investors, corporations, and charitable organizations, utilizing a hybrid referral and implementation model with access to multiple third-party asset managers and advisory programs.