Hailey Grooms is a financial advisor with Equitable Advisors in Charlotte, NC, holding Series 63 and Series 65 credentials and 16 years of industry experience. She previously worked for The Vanguard Group, Inc. for 15 years before joining Equitable Advisors. 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 broad roster of third-party asset managers. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to implement client recommendations.

Patrick Duffy is a financial advisor with Equitable Advisors in Charlotte, NC, holding Series 63 and Series 65 registrations and 27 years of industry experience. His prior work includes roles at Eaton Vance Distributors, TIAA-CREF, Pensionmark Financial Group, and Acrisure Investment Advisory. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, and charitable organizations, 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 various third-party managers to deliver advisory and brokerage solutions.

Viktoria Bunkovsky is a financial advisor with Equitable Advisors in Charlotte, NC, holding a Series 66 designation and 19 years of industry experience. She has been with Equitable Advisors and related entities since 2012, including roles at Equitable Distributors, LLC and AXA Distributors, 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 operates a hybrid advisory and brokerage model, emphasizing tailored client intake processes and a mix of discretionary and non-discretionary asset management.

Muni Bhambri is a financial advisor with Equitable Advisors, holding Series 63, 65, and 66 licenses and bringing 17 years of industry experience. His prior roles include positions at UBS Financial Services and TIAA-CREF. 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 uses a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.