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Howard B

Series 63, Series 66

Cumming, GA

Equitable Advisors

Howard Burke is a financial advisor with Equitable Advisors, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. He has been with Equitable Advisors since 2014 and previously worked at Axa Advisors LLC. Outside of his advisory role, he is involved in insurance brokerage activities. Equitable Advisors serves 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, utilizing a range of program sponsors and third-party managers to deliver 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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Bradley G

Series 66

Cumming, GA

Equitable Advisors

Bradley Godfrey is a financial advisor at Equitable Advisors with 10 years of industry experience. He holds the Series 66 designation and has previously worked at MML Investors Services LLC, MassMutual Life Insurance Co, and Edward Jones. His other business activities include work in outside insurance. 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 uses a hybrid referral and implementation model, combining advisory and brokerage/insurance channels to deliver tailored client services.

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

Series 63, Series 65

Cumming, GA

Equitable Advisors

Howard Burke is a financial advisor with Equitable Advisors in Cumming, GA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Equitable Advisors and its predecessor AXA Advisors since 1999. Outside of his advisory role, he owns and manages a direct marketing business. 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 managers. The firm employs a hybrid referral and implementation model, utilizing multiple advisory platforms and offering both discretionary and non-discretionary investment services.

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

Series 63, Series 65

Cumming, GA

Equitable Advisors

Whitney Bryant is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. Prior to joining Equitable Advisors in 2023, Whitney worked at Next Financial Group Inc and Financial Strategies of Georgia. Whitney serves as a board member of the Johns Creek Chamber of Commerce, contributing to community and nonprofit activities. Equitable Advisors provides financial planning, retirement plan support, and asset management services to individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm operates a hybrid referral and implementation model, offering access to multiple third-party asset managers and tailored advisory programs.

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

Series 66

Cumming, GA

Equitable Advisors

Roger Kachinske is a financial advisor with Equitable Advisors in Roswell, GA, holding a Series 66 credential and 19 years of industry experience. He has been with Equitable Advisors since 2010, including its predecessor Axa Advisors, LLC. Outside of his advisory role, he is the president and sole proprietor of Kachinske Financial, 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 operates a hybrid referral and implementation model, combining advisory and brokerage/insurance services to tailor client solutions.

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

Series 63, Series 65

Cumming, GA

Equitable Advisors

Frederick Vanpatten is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 designations and bringing 42 years of industry experience. He has been with Equitable Advisors since 1999, including time with its predecessor Axa Advisors. Outside of his advisory role, Vanpatten volunteers to coordinate speakers and assist with registration for the Qualified Plan Southeast Conference and serves as a volunteer ambassador promoting community relations with local police and first responders. 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, combining advisory and brokerage/insurance channels to tailor services based on clients’ goals, risk tolerance, and time horizon.

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