Peter Senick is a financial advisor with Equitable Advisors in Charlotte, NC, holding a Series 66 designation and 20 years of industry experience. He has been with Equitable Advisors since 2006, including its predecessor Axa Advisors, LLC, where he also worked starting in 2006. Outside of his advisory role, Senick serves as board chair for the Academy of Finance at Olympic High School and owns Senter Rock Capital LLC. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm’s advisory approach includes matching clients to program models or discretionary managers, utilizing third-party asset managers and LPL-sponsored advisory programs.

Evan Ferguson is a financial advisor with Equitable Advisors in Charlotte, NC, holding a Series 66 designation and two years of industry experience. Prior to his current role, he was involved in various hospitality and service businesses, including Castaways Raw Bar & Grill and RuRu's Taco's & Tequila. Equitable Advisors serves a diverse client base ranging from individuals to institutional clients, providing financial planning, retirement plan consulting, and asset management through a network of Investment Adviser Representatives. The firm employs a variety of third-party and proprietary programs to tailor investment solutions.

Matthew Mc Donough is a financial advisor with Equitable Advisors, holding a Series 66 credential and three years of industry experience. His background includes roles in various sectors, including entrepreneurship with Perplexed Clothing Company LLC and experience in sales through Realty Benefit Services. He is based in Charlotte, NC. Equitable Advisors serves a diverse client base, including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management programs through a network of Investment Adviser Representatives. The firm utilizes both proprietary and third-party investment solutions and provides ERISA fiduciary services to qualified plans.

William Owens is a financial advisor with Equitable Advisors in Charlotte, NC. He holds a Series 66 designation and has been with Equitable Advisors since 2026. Prior to his advisory role, his background includes positions at Northwestern Mutual and experience in several other industries. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients, providing financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives. The firm utilizes third-party advisory models and offers services across mutual funds, ETFs, separately managed accounts, and select alternative investments.

Paige Kilburn is a financial advisor with Equitable Advisors in Charlotte, NC. She holds Series 63 and Series 66 licenses and has four years of industry experience, including prior roles at BB&T. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and nonprofit organizations by offering financial planning, retirement plan consulting, and various asset management programs. The firm relies on a network of Investment Adviser Representatives and third-party program sponsors to deliver tailored investment solutions.

Jacob Strickland is a financial advisor at Equitable Advisors in Charlotte, NC, holding a Series 66 designation with one year of industry experience. His prior work includes roles at Security First Insurance and DeBary Country Club, as well as varied positions before entering the advisory field. Equitable Advisors serves a wide range of clients, including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset management through a network of Investment Adviser Representatives and third-party program sponsors.

Wesley Beulah is a financial advisor with Equitable Advisors in Charlotte, NC, holding a Series 66 credential and four years of industry experience. Prior to joining Equitable Advisors, he worked at RKW Residential and Hawthorne Residential. Outside of his advisory role, he is involved in managing Hippo Investments, a property rental company. 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 services through a network of investment adviser representatives. The firm utilizes a variety of third-party advisory programs and offers ERISA fiduciary services for qualified plans.

Cooper Gower is a financial advisor at Equitable Advisors with Series 66 credentials and one year of industry experience. Prior to joining Equitable Advisors, he held various roles including positions at Lowe's and Appalachian State University. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset management programs primarily delivered through a network of Investment Adviser Representatives. The firm utilizes both proprietary and third-party investment solutions, including managed accounts and ERISA fiduciary services for qualified plans.

Anna Cooper is a Series 66 licensed financial advisor at Equitable Advisors in Charlotte, NC, with approximately one year of experience. Her prior work includes roles at Carepoint, Inc., The McIntosh Law Firm, P.C., Wake Forest University, and service in the US House of Representatives. She has also been involved with Pelican's Snoballs and Basilico Italiano. Equitable Advisors serves a diverse client base including individual, pension, corporate, charitable, and institutional clients, providing financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives. The firm utilizes third-party asset managers and advisory programs and offers a range of investment options and fiduciary services.

Daniel Maday is a financial advisor with Equitable Advisors in Charlotte, NC, holding a Series 66 designation and 23 years of industry experience. He has been with Equitable Advisors since 2002, including its predecessor Axa Advisors, and operates under the DBA Royal Financial Partners. 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 asset management through a network of Investment Adviser Representatives and various third-party programs.

Brianna Freeman is a Series 66 licensed financial advisor with two years of industry experience, currently with Equitable Advisors in Charlotte, NC. Her prior roles include positions at Wells Fargo Clearing and entrepreneurial work with Catch'em Collectibles LLC. Equitable Advisors serves a broad client base including individuals, institutions, and charitable organizations, providing financial planning, retirement consulting, and asset management through a variety of advisory programs and third-party managers.

Benjamin Slone is a financial advisor at Equitable Advisors in Charlotte, NC, with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Equitable Advisors since 2013, including time when the firm operated as Axa Advisors. 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 utilizes a variety of advisory models and third-party asset managers to tailor investment solutions.

Tracy Levering is a financial advisor with Equitable Advisors in Charlotte, NC, holding Series 63 and Series 65 licenses and 12 years of industry experience. She has been with Equitable Advisors since 2015 and previously worked at Axa Advisors. Levering also serves as a Notary Public for Mecklenburg County. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs through its network of Investment Adviser Representatives, utilizing third-party asset managers and model portfolios for client solutions.

Emily Harris is a financial advisor with Equitable Advisors in Charlotte, NC, holding Series 63 and Series 66 designations and 21 years of industry experience. She has worked at Equitable Advisors since 2005 and previously was with Axa Advisors, LLC for 15 years. Outside of her advisory work, Harris serves as a Girl Scout troop leader and is on the board of directors for Heart of a Lion Rescue. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to a broad client base that includes individuals, pension plans, corporations, and charitable organizations. The firm utilizes a range of advisory programs and third-party asset managers to tailor investment solutions across mutual funds, ETFs, separately managed accounts, and selective alternative investments.

Emily Morreale is a financial advisor at Equitable Advisors in Charlotte, NC, with seven years of industry experience. She holds a Series 66 designation and has been with Equitable Advisors since 2019, having previously worked at AXA Advisors and in roles outside the financial industry including at Nephron Pharmaceuticals and OneLife Fitness. Additionally, she is involved as a sales associate with Realty Benefit Services, focusing on tax account programs. Equitable Advisors serves a diverse 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 uses a range of advisory models and third-party asset managers, providing services that include mutual funds, ETFs, separately managed accounts, and ERISA fiduciary services.

Samuel Stringfellow is a Series 66-registered financial advisor with Equitable Advisors in Charlotte, NC, bringing two years of industry experience. Prior to joining Equitable Advisors in 2023, he held positions at ScentAir Technologies and BIC Distribution Center. Equitable Advisors serves a broad client base including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives. The firm utilizes a variety of advisory models and third-party asset managers, providing services that include mutual funds, ETFs, separately managed accounts, and select alternative investments.

Lauren Barricklow is a financial advisor with Equitable Advisors in Charlotte, NC, holding a Series 66 license and three years of industry experience. Prior to joining Equitable Advisors, she held various positions including self-employment and roles in education and service industries. She is also the owner and CEO of Pyre Investments LLC, a company involved in seeking and purchasing potential properties. 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 program sponsors.

Robert Crigler is a financial advisor with Equitable Advisors in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked at Equitable Advisors since 2001, with additional experience at Axa Advisors and Transamerica Financial Advisors. Outside of his advisory work, he is a member of Buck Hollar, LLC and serves as co-executor of a family will under Royal Financial Partners. Equitable Advisors serves a diverse client base, including individuals, retirement plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a network of investment adviser representatives and third-party managers.

Benner Crigler Jr. is a financial advisor at Equitable Advisors with 47 years of industry experience. He holds Series 63 and Series 65 designations and has been with Equitable Advisors since 1999. He serves on the board of The Good Samaritan Foundation and is involved in several business ventures including BUCK HOLLAR, LLC and BBCJR LLC. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management programs to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm’s approach involves matching clients to investment models or discretionary managers through a network of Investment Adviser Representatives and uses a range of investment products including mutual funds, ETFs, separately managed accounts, and select alternative investments.

Justin Long is a Series 66-credentialed financial advisor with Equitable Advisors in Charlotte, NC, bringing five years of industry experience. Prior to joining Equitable Advisors in 2021, he worked at Positec Tool Corporation and Stabilus Inc. Outside of his advisory work, Long manages two residential rental properties as a sole proprietor. Equitable Advisors serves a range of clients, including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset-management programs. The firm’s advisory approach involves assessing client risk tolerance and matching clients to program models or discretionary managers, often utilizing third-party asset management platforms and offering a variety of investment options including mutual funds, ETFs, and select alternative investments.

David Wilburn is a financial advisor with Equitable Advisors in Charlotte, NC, holding Series 63 and Series 65 licenses and having 10 years of industry experience. He has been with Equitable Advisors since 2015, including a prior affiliation with Axa Advisors. Outside of his advisory role, Wilburn serves as Treasurer for the National Association of Health Services Executives’ North Carolina chapter and is President and CEO of Echelon Enterprises, LLC, a holding company for his 1099 income sources. Equitable Advisors provides financial planning, retirement plan consulting, and asset management programs to a diverse client base, including individual, institutional, and charitable clients. The firm utilizes a range of advisory models and third-party asset managers to deliver tailored investment solutions.

Clayton Wise is a financial advisor with Equitable Advisors, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Axa Advisors, the Levine Jewish Community Center of Charlotte, Red Ventures, and the University of South Carolina. Equitable Advisors serves a wide range of clients, including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management services through a network of Investment Adviser Representatives. The firm utilizes both proprietary and third-party advisory programs, emphasizing client-specific risk assessment and customized investment solutions.

Adam Snelling is a financial advisor with Equitable Advisors in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has been with Equitable Advisors since 2011 and previously worked with Axa Advisors, LLC. Outside of his advisory role, he is involved with Realty Benefit Services as a sales associate. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charities, and institutional clients, offering financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives. The firm emphasizes tailored advisory models implemented via third-party providers and offers a range of investment options including mutual funds, ETFs, and select alternative investments.

Winston Huie is a financial advisor with Equitable Advisors in Charlotte, NC, holding Series 63 and Series 65 licenses and having 40 years of industry experience. He has been with Equitable Advisors since 2004 and previously worked at Axa Advisors, LLC. He serves as power of attorney and healthcare proxy for his wife, a role he has held since 2005. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension plans, corporations, and charitable organizations. The firm works with a variety of investment programs and third-party managers, focusing on personalized client assessment and multi-faceted advisory solutions.

Alexander Weinberg is a financial advisor with Equitable Advisors in Charlotte, NC, holding a Series 66 designation and three years of industry experience. Prior to joining Equitable Advisors, he worked at Relational Wealth Management and has held various roles including teaching at the Darla Moore School of Business. Outside of his advisory work, he is involved in buying and selling merchandise through online marketplaces such as eBay and Facebook. Equitable Advisors serves a broad range of clients from individuals to institutional entities, providing financial planning, retirement plan consulting, and asset-management programs through its network of Investment Adviser Representatives. The firm utilizes third-party asset managers and advisory programs, focusing on personalized risk assessment and client matching to investment models.

Lane Helt is a financial advisor with Equitable Advisors in Charlotte, NC, holding a Series 66 designation and beginning his industry career in 2026. His prior experience includes roles in retail and hospitality sectors as well as in wedding services and coffee and tea sales. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm uses a range of third-party advisory programs and emphasizes matching client risk tolerance to appropriate investment models and discretionary managers.

Nicholas Walder is a financial advisor with Equitable Advisors in Charlotte, NC, holding a Series 66 designation and one year of industry experience. His prior work includes roles at First Citizens Bank and Door Dash. Equitable Advisors serves a diverse client base ranging from individual investors to institutional clients, providing financial planning, retirement consulting, and asset-management programs through a network of Investment Adviser Representatives. The firm utilizes a range of third-party advisory models and discretionary managers to deliver its services.

Dylan Kidd is a Series 66-licensed financial advisor with Equitable Advisors in Charlotte, NC, and has three years of industry experience. Before joining Equitable Advisors, he worked in the service industry and at Nester Hosiery, Inc. Outside of his advisory role, he works part-time as an expo at Empire Pizza in Pineville. Equitable Advisors serves individuals ranging from non-high-net-worth to high-net-worth clients, as well as pension plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs through a network of investment adviser representatives and third-party program sponsors.

Leo Sbardella Jr. is a financial advisor with Equitable Advisors in Charlotte, NC, holding a Series 66 designation and over 20 years of industry experience. He has been with Equitable Advisors since 2005 and previously worked at Axa Advisors, LLC from 2005 to 2020. 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 various asset-management programs delivered through a network of Investment Adviser Representatives, utilizing both proprietary and third-party investment solutions.

Amy Schlager is a Series 66-licensed financial advisor with Equitable Advisors in Charlotte, NC, where she has worked since 2001, bringing 25 years of industry experience. Prior to Equitable Advisors, she was affiliated with Axa Advisors, LLC for 19 years. Schlager serves on the executive leadership team of the American Heart Association's Go Red for Women Charlotte chapter and participates in recruiting and corporate sponsorship efforts. 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 utilizes a network of Investment Adviser Representatives and offers a range of advisory programs, including referrals to third-party asset managers and LPL-sponsored programs.

William Solomon III is a financial advisor at Equitable Advisors in Charlotte, NC, holding Series 63 and Series 65 licenses with 30 years of industry experience. He has worked at Equitable Advisors since 1999, including during its period as Axa Advisors, LLC. Outside of his advisory role, he serves as a director on the board of a nonprofit organization, the Dilworth Center. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to a diverse client base, including individuals, institutions, and charitable organizations. The firm uses a range of advisory models and third-party asset managers, offering mutual funds, ETFs, separately managed accounts, and select alternative investments.

Matthew Lester is a Series 66-licensed financial advisor with eight years of industry experience, currently with Equitable Advisors since 2020. He previously worked at Edward Jones for three years and Dereda Porter State Farm for one year. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients, offering financial planning, retirement plan consulting, and various asset-management programs through a broad network of Investment Adviser Representatives and third-party sponsors.

William Fondo is a financial advisor with Equitable Advisors based in Charlotte, NC. He holds a Series 66 designation and has less than one year of industry experience. Prior to joining Equitable Advisors, he has worked with Ameriprise Financial in multiple periods and has held various roles outside the financial sector. Equitable Advisors serves a diverse client base including individuals, retirement plans, corporations, and nonprofit organizations, providing financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives and third-party program sponsors.

Derek Kucharski is a financial advisor at Equitable Advisors in Charlotte, NC, holding Series 65 and Series 63 licenses with one year of industry experience. Prior to his current role, he has held positions at New York Life and Dominion Payroll. Outside of finance, he works as an independent contractor providing pet care and boarding services through the Rover platform. Equitable Advisors serves a broad range of clients, including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and various asset-management programs. The firm emphasizes matching clients to advisory models or discretionary managers and incorporates both proprietary and third-party solutions in its service delivery.

Stephen Poulton is a Series 66 licensed financial advisor with Equitable Advisors in Charlotte, NC, and has 16 years of industry experience. He has been with Equitable Advisors since 2010, including its predecessor Axa Advisors. Outside of his advisory role, he serves as an executor of his parent’s estate. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individual and institutional clients. The firm uses a range of investment programs, including third-party advisory models and proprietary options, to tailor solutions based on client risk tolerance and needs.

Andrew Sbardella is a financial advisor at Equitable Advisors with Series 63 and Series 65 licenses and three years of industry experience. He serves as a referee for high school and middle school soccer with the NCHSAA and coaches for the Bethel Vikings Wrestling Club. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations through a network of Investment Adviser Representatives and third-party asset managers.

Devyn Joyce is a financial advisor at Equitable Advisors with Series 66 credentials and one year of industry experience. Prior to joining Equitable Advisors, Devyn’s background includes roles at Insteel Industries, Inc. and involvement with UNC Charlotte’s football program. Outside of finance, Devyn has experience working at Cross Creek Country Club. Equitable Advisors serves a range of clients 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, utilizing both proprietary and third-party solutions.

Bradley Turner Jr. is a financial advisor with Equitable Advisors in Charlotte, NC, holding Series 63 and Series 65 licenses and 26 years of industry experience. He has worked with Equitable Advisors since 2004, including time at its predecessor firms AxA Advisors and Mony Securities Corporation. Outside his advisory role, he is involved with Royal Financial Partners LLC, an entity used for managing staff and marketing expenses. Equitable Advisors serves a broad range of clients, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset management. The firm utilizes a network of Investment Adviser Representatives and relies on third-party asset managers and advisory programs, with offerings including mutual funds, ETFs, separately managed accounts, and select alternative investments.

Kimberly Negre is a financial advisor with Equitable Advisors in Charlotte, NC, holding a Series 66 designation and five years of industry experience. She previously worked at Gerald Dry, PA for 15 years. In addition to her advisory role, she is involved with Alpha Omega Financial, LLC, operating as an accountant. 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 network of Investment Adviser Representatives and emphasizes matching clients to model portfolios and third-party managers, offering a range of investment options including mutual funds, ETFs, and alternative investments.

Matthew Thibault is a financial advisor at Equitable Advisors with Series 66 credentials. He has been with the firm since 2026 and is based in Charlotte, NC. Prior to his current role, his work experience includes roles outside the financial industry ranging from university employment to positions in the service sector and law enforcement. Equitable Advisors serves a broad client base including individual investors, retirement plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and asset management through a network of Investment Adviser Representatives and utilizes third-party asset managers and advisory programs.