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Mitchell C

Series 66

Cleveland, TN

Equitable Advisors

Mitchell Crispin is a financial advisor at Equitable Advisors with three years of industry experience. He holds the Series 66 designation and has prior experience at Waypoint Financial Partners. Crispin also worked in educational roles at Transylvania University and McCallie School. Equitable Advisors serves a diverse client base including individuals, high-net-worth, retirement plans, 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 both an SEC-registered investment adviser and broker-dealer, utilizing LPL-sponsored programs and endorsed third-party asset managers to deliver a range of advisory and brokerage solutions.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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Gabriel G

Series 66

Cleveland, TN

Equitable Advisors

Gabriel Gamble is a financial advisor with Equitable Advisors in Cleveland, TN, holding a Series 66 designation and 23 years of industry experience. He has been with Equitable Advisors since 2002 and previously worked at Axa Advisors, LLC. Outside of his advisory work, he serves as a notary public and acts as successor executor and power of attorney for his mother. 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 wide range of third-party asset managers. The firm operates a hybrid referral and implementation model, combining advisory and brokerage services to tailor solutions based on clients’ goals, risk tolerance, and time horizons.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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Matthew W

Series 66

Cleveland, TN

Equitable Advisors

Matthew Wiseman is a financial advisor at Equitable Advisors with 18 years of industry experience. He has held his current role since 2008, previously associated with AXA Advisors, LLC during part of that time. Wiseman serves on the Board of Directors and as Secretary of the Rotary Club of Cleveland and is involved with the United Way of the Ocoee Region as a board member and investment committee participant. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients by providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates through multiple program sponsors and managers, focusing on both discretionary and non-discretionary investment authority under regulated policies.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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