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Darrel B

Series 63, Series 65

Centerville, OH

Equitable Advisors

Darrel Bender is a financial advisor with Equitable Advisors in Centerville, OH, holding Series 63 and Series 65 licenses and 27 years of industry experience. He has been with Equitable Advisors and its predecessor AXA Advisors since 1999. Outside his advisory role, he participates as a finance team member with American Caribbean Experience and is involved with Washington Park Financial Group, LLC as a member. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individual and institutional clients. The firm employs a disciplined process to match clients with program models or discretionary managers and offers a range of investment options through in-house and third-party platforms.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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Edward B

Series 63, Series 65

Centerville, OH

Equitable Advisors

Edward Buffington is a financial advisor at Equitable Advisors with 34 years of industry experience. He has been with Equitable Advisors since 2011 and previously worked at Axa Advisors and Valic Financial Advisors. He is a senior partner at Washington Park Financial LLC and serves as a board member of the Park Villa Homeowners Association in Denver, Colorado. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm employs a range of advisory models and programs delivered through a network of representatives, offering both proprietary and third-party investment solutions.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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Brett B

Series 66

Centerville, OH

Equitable Advisors

Brett Bartlow is a Series 66-licensed financial advisor with Equitable Advisors in Centerville, OH, where he has worked for 21 years. Prior to the rebranding to Equitable Advisors, he was with AXA Advisors, LLC for 15 years. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management programs to individuals, plans, corporations, charitable organizations, and institutional clients. The firm delivers services through a network of Investment Adviser Representatives using both proprietary and third-party advisory programs.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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Jonathan C

Series 66

Centerville, OH

Equitable Advisors

Jonathan Chapman is a financial advisor with Equitable Advisors in Centerville, OH, holding a Series 66 license and 14 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors LLC, since 2012. Outside of his advisory work, he serves as board member and treasurer for Miami Valley Housing Opportunities, Inc., and is the local chapter president of Game Changers BNI. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives and third-party advisory programs.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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