Brian Zellner is a financial advisor at Equitable Advisors in Charlotte, NC, holding Series 63 and Series 66 licenses with 17 years of industry experience. Prior to joining Equitable Advisors in 2026, he worked at D.A. Davidson & Co. for eight years. His background also includes diverse roles outside of finance, such as positions at Vail Resorts and Glacier Park Inc. 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 client goals, risk tolerance, and time horizon.

Tony Richardson is a financial advisor with Equitable Advisors in Charlotte, NC, holding a Series 66 designation and 13 years of industry experience. He has been with Equitable Advisors since 2014 and previously worked at Axa Advisors LLC. Outside of his advisory role, Tony tutors students in English, Japanese, Series 7 exam preparation, and Bible Studies through WyzAnt Tutoring Company. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, providing financial planning, retirement-plan support, and access to asset management via LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to implement client recommendations.

Christopher Zehetmaier is a financial advisor with Equitable Advisors in Charlotte, NC, holding a Series 66 designation and 11 years of industry experience. His prior roles include positions at Gladstone Wealth Partners, LPL Financial, and GWN Securities Inc. 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 a dual-registered SEC investment adviser and broker-dealer and utilizes various LPL-sponsored programs and third-party managers to deliver advisory and brokerage solutions.

Jason Brown is a financial advisor with Equitable Advisors in Mooresville, NC, holding a Series 66 designation and 13 years of industry experience. His career includes roles at Equitable Distributors, LLC, AXA Distributors, LLC, and Capital Guardian, 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 various third-party asset managers. The firm employs a hybrid referral and implementation model, combining advisory and brokerage channels, and offers tailored services based on clients’ goals, risk tolerance, and time horizon.

Mario Conelly is a financial advisor at Equitable Advisors with seven years of industry experience. He holds the Series 66 designation and has worked previously at Mass Mutual Investors Services. 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 a dual-registered SEC investment adviser and broker-dealer, delivering advisory and brokerage solutions through program sponsors and endorsed third-party managers.

Michael Warren is a financial advisor with Equitable Advisors in Charlotte, NC, holding a Series 66 credential and 10 years of industry experience. His career includes roles at Equitable Advisors and its predecessor firms AXA Advisors and Mass Mutual from 2016 to present. 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, utilizing LPL-sponsored solutions and endorsed TAMPs to deliver both advisory and brokerage services.

Janmall Broome is a financial advisor with Equitable Advisors in Charlotte, NC, holding a Series 66 designation and five years of industry experience. Prior to joining Equitable Advisors, Broome worked at firms including Wells Fargo Clearing Services, Better Mortgage, and The Vanguard Group. Equitable Advisors serves a wide range of clients including individuals, high-net-worth individuals, retirement plans, corporations, charities, and institutions, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates through multiple program sponsors and endorsed TAMPs, emphasizing a combination of non-discretionary and discretionary management approaches within regulatory guidelines.

Karl Curry is a financial advisor at Equitable Advisors with 22 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including Aon Hewitt Financial Advisors and Talentbridge. He is based in Charlotte, NC. 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 that combines advisory and brokerage channels to tailor services based on clients’ goals, risk tolerance, and time horizon.

Kristen Smith is a financial advisor at Equitable Advisors with 23 years of industry experience. She holds the Series 66 designation and has worked with AXA Distributors, LLC and Axa Advisors, LLC during her career. Outside of advising, she serves as a board member of the local chapter of Prospanica, focusing on educational outreach to universities, and is involved in a family business venture related to beauty products. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, and institutional investors, offering a range of financial planning, broker-dealer, and asset management services. The firm operates through several program sponsors and third-party managers, delivering advisory and brokerage solutions with a combination of discretionary and non-discretionary asset management.

Chad Poires is a financial advisor at Equitable Advisors in Charlotte, NC, holding Series 63 and Series 65 licenses with 13 years of industry experience. His prior roles include positions at LPL Financial, CUNA Brokerage Services, Santander Securities, and Citizens Bank. 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 that leverages multiple advisory platforms and offers both discretionary and non-discretionary investment solutions.

Andre Pitts is a financial advisor at Equitable Advisors with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at The Vanguard Group and LPL Financial. Outside of his advisory role, he operates as a notary public and works as a rideshare driver in Charlotte, NC. 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, tailoring services based on client goals, risk tolerance, and time horizon.

Joshua Richardson is a financial advisor with Equitable Advisors in Charlotte, NC, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at Morgan Stanley and McGriff Insurance Services. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, and charitable organizations, offering financial planning, brokerage, 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 a variety of endorsed third-party asset management platforms.

Franchester McNeill is a financial advisor at Equitable Advisors with 25 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Equitable Advisors since 1999. Prior to that, he worked at Axa Advisors, LLC, and he has also been affiliated with J.B. Oxford since 1996. 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 with a focus on tailored client intake processes and offers both advisory and brokerage/insurance channels.