Peter Senick is a financial advisor with Equitable Advisors in Ridgeway, SC, holding a Series 66 designation and 19 years of industry experience. He has been with Equitable Advisors since 2006, including its predecessor Axa Advisors, LLC. Outside of his advisory role, he serves as Board Chair for the Academy of Finance at Olympic High School and owns Senter Rock Capital 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 a variety of third-party managers and LPL programs. The firm operates a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.

Evan Ferguson is a financial advisor at Equitable Advisors with two years of industry experience. He holds the Series 66 designation and has worked in various roles including positions at Castaways Raw Bar & Grill and UNC Charlotte. Evan is based in Charlotte, NC. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporate, charitable, and institutional clients. The firm offers financial planning and broker-dealer services, leveraging third-party asset management programs and operates primarily through LPL-sponsored platforms and endorsed TAMPs.

Matthew Mc Donough is a financial advisor at Equitable Advisors with two years of industry experience. He holds a Series 66 credential and has worked at Equitable Advisors since 2023. Outside of his advisory role, he is a sales associate for Realty Benefit Services, involved in the sales of a tax account program. 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, combining advisory and brokerage channels to tailor services based on clients’ goals, risk tolerance, and time horizon.

William Owens is a financial advisor with Equitable Advisors in Charlotte, NC. He holds the Series 66 designation and has been with Equitable Advisors since 2026. Before joining the firm, he held various positions including roles in the furniture and data technology sectors and has experience working in hospitality and automotive services. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, relying heavily on LPL-sponsored solutions and affiliated managers.

Paige Kilburn is a financial advisor with Equitable Advisors in Charlotte, NC, holding Series 63 and Series 66 credentials and four years of industry experience. She previously worked at BB&T from 2016 to 2021 before joining Equitable Advisors, where she has been since 2021. Equitable Advisors serves a diverse range of clients including individuals, high-net-worth individuals, 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, working extensively through program sponsors and third-party managers to deliver advisory and brokerage solutions.

Jacob Strickland is a financial advisor at Equitable Advisors in Charlotte, NC, holding a Series 66 credential with one year of industry experience. His prior work includes roles outside the financial industry, such as at DeBary Country Club and Security First Insurance. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporate, charitable, and institutional clients, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates primarily through program sponsors and third-party managers, offering a mix of discretionary and non-discretionary advisory solutions.

Michael Claiborne 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 with the American Chamber of Commerce in Korea and the Ministry of Trade, Industry and Energy. 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 employs a hybrid referral and implementation model, utilizing multiple asset managers and offering both advisory and brokerage services.

Wesley Beulah is a financial advisor with Equitable Advisors in Charlotte, NC, holding a Series 66 designation and four years of industry experience. Prior to joining Equitable Advisors in 2022, he held roles at RKW Residential and Hawthorne Residential. Outside of his advisory work, he manages a property rental company. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as a dual-registered SEC investment adviser and broker-dealer, utilizing LPL-sponsored programs and endorsed TAMPs to deliver advisory and brokerage solutions.

Cooper Gower is a financial advisor at Equitable Advisors in Charlotte, NC, holding a Series 66 designation. He joined the firm in 2026 and has prior experience working in retail and service roles, including positions at Lowe's and various car wash businesses. 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 and offers a range of advisory and brokerage services tailored to client goals and risk tolerance.

Anna Cooper is a financial advisor at Equitable Advisors with a Series 66 designation and approximately one year of experience. Her background includes roles at Carepoint, Inc., The McIntosh Law Firm, P.C., and the US House of Representatives. She has also been involved in entrepreneurial ventures such as Pelican's Snoballs and Basilico Italiano. Equitable Advisors serves a diverse client base 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, working extensively through program sponsors and third-party managers.

Daniel Maday is a financial advisor with Equitable Advisors in Waxhaw, NC, holding a Series 66 designation and over 22 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, since 2002. Maday also operates under the DBA Royal Financial Partners. 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 execute client recommendations.

Phoebe Son Oh is a financial advisor at Equitable Advisors with four years of industry experience. She holds Series 65 and Series 63 designations and has previously worked at Safe Alliance and Davidson College. Outside of her advisory role, she is a commissioned artist and volunteers as a childcare worker at New City Church in Charlotte, NC. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, 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 a range of sponsored programs and endorsed third-party managers.

Benjamin Slone is a financial advisor with Equitable Advisors in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He has worked at Equitable Advisors since 2013, including time when the firm operated as Axa Advisors, Llc. Equitable Advisors serves individual investors, retirement plan sponsors and participants, corporations, and charitable organizations, 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.

Tracy Levering is a financial advisor with Equitable Advisors in Charlotte, NC, holding Series 63 and Series 65 licenses and having 11 years of industry experience. She has been with Equitable Advisors since 2015 and previously worked at Axa Advisors, LLC. Outside of her advisory role, she serves as a Notary Public in Mecklenburg County. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, offering financial planning and access to asset management through various third-party managers. The firm employs a hybrid referral and implementation model, utilizing LPL and multiple third-party asset managers to tailor advisory services.

Emily Harris is a financial advisor with Equitable Advisors in Charlotte, NC, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. She has been with Equitable Advisors since 2005, including its predecessor Axa Advisors. Outside of her advisory role, she serves as a leader of Girl Scout Troop 603 and is on the board of directors for Heart of a Lion Rescue. 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 managers. The firm operates a hybrid referral and implementation model, combining advisory and brokerage/insurance channels to tailor services based on client goals, risk tolerance, and time horizon.

Emily Morreale is a financial advisor at Equitable Advisors with seven years of industry experience. She holds a Series 66 designation and has prior work experience at AXA Advisors, Nephron Pharmaceuticals Corporation, and OneLife Fitness. In addition to her advisory role, she is involved as a sales associate for a tax account program with Realty Benefit Services. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, and institutions, offering financial planning, brokerage, insurance distribution, and access to third-party asset management programs through a dual-registered adviser and broker-dealer platform.

Samuel Stringfellow is a financial advisor with Equitable Advisors in Charlotte, NC, holding a Series 66 designation and two years of industry experience. Prior to joining Equitable Advisors, he worked at ScentAir Technologies and BIC Distribution Center. 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 LPL programs and third-party asset managers, operating a hybrid referral and implementation model that combines advisory and brokerage channels.

Ethan Rahrig is a financial advisor at Equitable Advisors in Charlotte, NC, holding a Series 66 designation. He has been with Equitable Advisors since 2025 and has prior experience at Carepoint, Inc. and Benestar Brands. 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 operates a hybrid referral and implementation model and offers both advisory and brokerage/insurance channels to implement client recommendations.

Lauren Barricklow is a financial advisor at Equitable Advisors with three years of industry experience and holds the Series 66 credential. Prior to joining Equitable Advisors, she has held diverse positions across various industries and is also the owner and CEO of Pyre Investments LLC. Equitable Advisors serves a broad range of clients including individual, high-net-worth, retirement plan, corporate, charitable, and institutional investors, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs.

Robert Crigler is a financial advisor with Equitable Advisors in Charlotte, NC, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He has been with Equitable Advisors since 2007 and previously worked at Axa Advisors, LLC. Outside of his advisory role, he is a member of BUCK HOLLAR, LLC and serves as a co-executor of a will. 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 various third-party asset managers. The firm operates a hybrid referral and implementation model and offers both advisory and brokerage/insurance channels to implement client recommendations.

Benner Crigler Jr. is a financial advisor with Equitable Advisors in Charlotte, NC, holding Series 63 and Series 65 licenses and 47 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, since 1999. Crigler serves on the board of The Good Samaritan Foundation and is involved in business ventures including BUCK HOLLAR, LLC and BBCJR LLC. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients by offering 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 and relies heavily on LPL-sponsored programs and endorsed third-party managers to deliver advisory and brokerage solutions.

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 role, he manages two residential rental properties as a sole proprietor. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, and institutions, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates through multiple program sponsors and emphasizes non-discretionary management alongside selective discretionary programs.

David Wilburn is a financial advisor with Equitable Advisors in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He has worked at Equitable Advisors since 2015 and previously was 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. 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 and offers both advisory and brokerage/insurance channels to implement client recommendations.

Clayton Wise is a financial advisor at Equitable Advisors in Charlotte, NC, holding a Series 66 credential with six years of industry experience. He has worked at Equitable Advisors since 2019 and previously held positions at Axa Advisors, Levine Jewish Community Center of Charlotte, and Red Ventures. 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 various third-party asset managers. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.

Adam Snelling is a financial advisor with Equitable Advisors in Charlotte, NC, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has been with Equitable Advisors since 2011 and previously worked at Axa Advisors, LLC. Outside of his advisory role, Snelling is involved in real estate sales as a sales associate with Realty Benefit Services. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, providing financial planning, retirement-plan support, and access to asset management through LPL programs and various third-party asset managers. The firm employs a hybrid referral and implementation model that utilizes multiple advisory programs and emphasizes individualized client planning.

Winston Huie is a financial advisor at Equitable Advisors with 39 years of industry experience. He has held roles at Equitable Advisors and Axa Advisors, Llc, spanning over two decades. Huie holds Series 63 and Series 65 licenses. He also serves as power of attorney and healthcare proxy for his wife, a role he established in 2005. 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 range of third-party asset managers. The firm operates a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.

Alexander Weinberg is a financial advisor with Equitable Advisors in Charlotte, NC, holding a Series 66 designation and two years of industry experience. Prior to joining Equitable Advisors in 2023, he worked at Relational Wealth Management and has experience in various roles including sales and online marketplaces. Outside of financial advising, he is involved in buying and selling merchandise on platforms like eBay and Facebook. 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 managers. The firm operates a hybrid referral and implementation model, tailoring services based on client goals, risk tolerance, and time horizon.

Lane Helt is a financial advisor at Equitable Advisors with a Series 66 designation and less than one year of industry experience. His prior roles include positions in retail and service industries such as Sweetwaters Coffee & Tea and Alexandra Madison Weddings. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, 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, delivering solutions through program sponsors and third-party managers.

Nicholas Walder is a financial advisor at Equitable Advisors with one year of industry experience. He holds the Series 66 designation. Prior to joining Equitable Advisors, he worked in various roles including at First Citizens Bank and Door Dash. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients by offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates through a mix of advisory and brokerage solutions and participates in several LPL-sponsored investment programs.

Dylan Kidd 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 Chili's Bar and Grill. Outside of his advisory role, Dylan works part-time as an expo at Empire Pizza in Pineville. 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 third-party programs. The firm operates a hybrid referral and implementation model, offering both advisory and brokerage services tailored to client goals and risk tolerance.

Leo Sbardella Jr. 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 and its predecessor, Axa Advisors, LLC, since 2005. 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 range of third-party asset managers. The firm operates a hybrid referral and implementation model, combining advisory and brokerage/insurance channels to tailor services based on client goals, risk tolerance, and time horizons.

Amy Schlager is a financial advisor with Equitable Advisors in Charlotte, NC, holding a Series 66 designation and 24 years of industry experience. She has been with Equitable Advisors since 2001, including its predecessor firm Axa Advisors. Outside of her advisory role, she serves on the executive leadership team for the American Heart Association's Go Red for Women Charlotte initiative and acts as a trustee for a family member. Equitable Advisors provides financial planning, retirement-plan support, and access to asset management for individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm uses a hybrid referral and implementation model, working with LPL and multiple third-party asset managers to deliver tailored advisory and brokerage services.

William Solomon III is a financial advisor with Equitable Advisors in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Equitable Advisors since 1999, including its predecessor Axa Advisors, LLC. Solomon serves as a director on the board of the Dilworth Center, a nonprofit organization. Equitable Advisors provides financial planning, retirement-plan support, and access to asset management for individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm operates a hybrid referral and implementation model, leveraging third-party asset managers and LPL programs to deliver tailored advisory and brokerage solutions.

Matthew Lester is a financial advisor at Equitable Advisors with eight years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones and Dereda Porter State Farm. Based in Charlotte, NC, Lester has been with Equitable Advisors since 2020. 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, with a delivery model that relies on LPL-sponsored programs and other endorsed platforms.

Derek Kucharski is a financial advisor with Equitable Advisors in Charlotte, NC, holding Series 65 and Series 63 credentials. He has been with Equitable Advisors since 2025 and has prior experience with 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, high-net-worth, retirement plans, corporations, charitable, and institutional clients, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates primarily through LPL-sponsored programs and third-party managers, providing both advisory and brokerage solutions.

Stephen Poulton is a financial advisor with Equitable Advisors in Charlotte, NC, holding a Series 66 designation and 15 years of industry experience. He has been with Equitable Advisors since 2010, following a concurrent period at Axa Advisors, LLC. Outside of his advisory role, he serves as an executor of his parent's estate. Equitable Advisors serves a diverse client base including individual investors, retirement plan sponsors, corporations, and charitable organizations, offering financial planning and access to asset management through LPL programs and third-party asset managers. The firm uses a hybrid referral and implementation model, providing both advisory and brokerage/insurance services tailored through a detailed client intake process.

Andrew Sbardella is a financial advisor with Equitable Advisors in Charlotte, NC, holding Series 63 and Series 65 credentials and two years of industry experience. He has been with Equitable Advisors since 2022. Outside of his advisory role, Sbardella serves as a referee for high school and middle school soccer through the NCHSAA and coaches for the Bethal Vikings Wrestling Club. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions. The firm provides financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating primarily through LPL-sponsored platforms and extensive third-party program offerings.

Bradley Turner Jr. is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Equitable Advisors since 2004 and was previously associated with Axa Advisors during the same period. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by offering financial planning, retirement-plan support, and access to asset management through LPL programs and a range of third-party asset managers. The firm employs a hybrid referral and implementation model, utilizing multiple program sponsors and third-party tools to tailor advisory services.

Kimberly Negre is a financial advisor with Equitable Advisors in Concord, NC, holding a Series 66 designation and five years of industry experience. Prior to joining Equitable Advisors in 2020, she worked for 15 years at Gerald Dry, PA. She also operates an accounting practice, Alpha Omega Financial, LLC, providing preparation services with limited client exposure. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by offering 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 and provides both advisory and brokerage/insurance channels to implement client recommendations.

Matthew Thibault is a financial advisor with Equitable Advisors in Charlotte, NC. He holds a Series 66 designation and began his advisory career in 2026. Prior to joining Equitable Advisors, his work experience included roles in retail, law enforcement, and hospitality. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, offering financial planning, broker-dealer services, insurance distribution, and third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, working extensively with program sponsors and endorsed third-party managers.