Steven Pirtle Jr. is a financial advisor at Equitable Advisors in Dallas, TX, with 10 years of industry experience. He holds the Series 66 designation and has worked at Equitable Advisors since 2015, previously associated with Axa Advisors. His outside business activities include various insurance-related engagements. 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, offering both advisory and brokerage/insurance channels to implement client recommendations.

Michael Knudson is a financial advisor at Equitable Advisors in Dallas, TX, holding a Series 66 designation. He has been with Equitable Advisors since 2026 and has no prior industry experience. Before joining the firm, he attended Auburn University and the University of Dallas. Equitable Advisors serves a diverse range of clients, 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, operating largely through LPL-sponsored programs and endorsed third-party managers.

Nasmi Morales is a financial advisor at Equitable Advisors with 24 years of industry experience. She holds the Series 66 designation and has been with Equitable Advisors and its predecessor, Axa Advisors, since 2002. Morales serves as a committee member at Good Shepherd Episcopal School in Dallas, Texas. Equitable Advisors provides financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs to a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, and institutions. The firm operates as both an SEC-registered investment adviser and a broker-dealer, utilizing program sponsors and third-party managers to offer advisory and brokerage solutions.

Ryan Kelly is a financial advisor with Equitable Advisors in Dallas, TX, holding Series 65 and Series 63 credentials and two years of industry experience. He worked at Third Bridge Group from 2016 to 2024 before joining Equitable Advisors. Equitable Advisors serves a diverse range of clients, including individuals, high-net-worth individuals, retirement plans, corporate, charitable, and institutional entities. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating primarily through program sponsors and third-party managers.

Lily Qian is a financial advisor at Equitable Advisors with 22 years of industry experience. She holds the Series 66 designation and has been with Equitable Advisors since 2003. In addition to her advisory role, she owns LQ Financial, 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 referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.

Jaime Ablaza is a financial advisor with Equitable Advisors in Frisco, TX, holding Series 63 and Series 65 licenses and 41 years of industry experience. He has worked with Equitable Advisors since 1999 and was previously affiliated with Axa Advisors, 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 programs. The firm operates a hybrid referral and implementation model, leveraging LPL and multiple third-party asset managers to deliver customized advisory and brokerage services.

Daniel Davidson is a financial advisor at Equitable Advisors in Dallas, TX, holding a Series 66 designation with 17 years of industry experience. He has been with Equitable Advisors since 2008, including time at its predecessor, AXA Advisors, 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 broad selection of third-party asset managers. The firm uses a hybrid referral and implementation model, combining advisory and brokerage/insurance channels to tailor services based on client goals, risk tolerance, and time horizon.

Jabulani Lovelace is a financial advisor with Equitable Advisors in Dallas, TX, holding Series 63 and Series 65 designations and 15 years of industry experience. He has worked at Equitable Advisors since 2010 and was previously with Axa Advisors, 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 third-party asset managers. The firm employs a hybrid referral and implementation model, combining advisory and brokerage/insurance services tailored to client goals and risk tolerance.

Jake Pollitt is a financial advisor with Equitable Advisors in Dallas, TX, holding Series 63 and Series 65 designations and five years of industry experience. His prior work includes roles at AXA Advisors and Leger Ketchum & Cohoon, PLLC. Outside of financial services, he was involved with The Garage Burgers & Beer for two years. 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 is dual-registered as an SEC-registered investment adviser and broker-dealer and collaborates extensively with program sponsors and third-party managers to offer advisory and brokerage solutions.

Kenneth Head is a financial advisor at Equitable Advisors in Dallas, TX, holding a Series 66 license with 10 years of industry experience. He has been with Equitable Advisors since 2016 and previously worked at Axa Advisors, LLC. He is also involved with Royal Wealth Partners outside of his primary advisory role. 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, operating as both a registered investment adviser and broker-dealer.

Justin Sambado Sambado is a financial advisor at Equitable Advisors with one year of industry experience and holds the Series 66 designation. His previous work includes positions at Bizhaven and Prima Frutta Packing, as well as studies at Texas Christian University. 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 as a dual-registered SEC investment adviser and broker-dealer, working extensively through program sponsors and endorsed third-party managers to deliver advisory and brokerage solutions.

Audrey Caldwell is a financial advisor at Equitable Advisors in Dallas, TX, holding a Series 66 designation. She has recently begun her career in financial advising, joining Equitable Advisors in 2026. Prior to this role, her experience includes various positions outside the financial industry, including work at J. Crew Factory and Kung Fu Tea, as well as involvement with Ridgetop Church. 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 third-party asset management programs, operating as both an SEC-registered investment adviser and broker-dealer.

Benjamin Pratt is a financial advisor at Equitable Advisors in Dallas, TX, holding a Series 66 designation with one year of industry experience. His prior work history includes roles outside the financial industry, such as at P.F. Changs and the University of Albany. He is also involved with Rodeo Goat. Equitable Advisors serves a diverse set of clients including individuals, high-net-worth families, retirement plans, corporations, and charitable organizations, 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 a broker-dealer, utilizing a delivery model that relies on LPL-sponsored programs and endorsed third-party managers.

Michael Grante is a financial advisor with Equitable Advisors in Flower Mound, TX, holding Series 63 and Series 65 licenses and having 14 years of industry experience. He has been with Equitable Advisors since 2011, including its predecessor Axa Advisors. Outside of his advisory role, he is involved in outsourcing corporate benefits for a client through an insurance brokerage. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management via LPL programs and third-party managers. The firm uses a hybrid referral and implementation model tailored through client intake processes to align investment strategies with client goals and risk tolerance.

David Vicha is a financial advisor with Equitable Advisors in Dallas, TX, holding a Series 66 designation and seven years of industry experience. He previously worked at Edward Jones for six years and has experience in the equipment and automotive sectors with Four Season Equipment, Mahindra USA, and Hyundai Americas. His other business activities include various outside insurance-related roles. 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 through a dual-registered model as both an SEC-registered investment adviser and broker-dealer.

Nathaniel Beam is a financial advisor at Equitable Advisors with six years of industry experience. He holds the Series 66 designation and has worked at firms including Wit Capital Management, AXA Advisors, and Lighthouse Financial. Outside of his advisory role, he is a managing member of the partnership Crown Opportunities, LLC. 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 as both an SEC-registered investment adviser and broker-dealer, using a delivery model that emphasizes LPL-sponsored programs and endorsed TAMPs.

Gregory Krewson is a financial advisor with Equitable Advisors in Flower Mound, TX, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, since 1999. 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.

Crispin Hocate is a financial advisor with Equitable Advisors in Dallas, TX, holding a Series 66 designation and six years of industry experience. He previously worked at Edward Jones for four years and has held roles at Trinity University, Sozo Strategies LLC, HCA - Medical City Healthcare, and Texas Health Resources. Outside of his advisory work, he is the owner and manager of CJB RELIENT 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 third-party asset managers. The firm operates a hybrid referral and implementation model, offering both advisory and brokerage/insurance services tailored to client goals and risk tolerance.

Joseph Crowel is a financial advisor with Equitable Advisors in Dallas, TX, holding a Series 66 designation and 18 years of industry experience. He has been with Equitable Advisors since 2007, including time at Axa Advisors, LLC. Outside of his advisory role, Crowel serves on the board of FINSECA’s Nominating Committee and is a board member for Make-A-Wish Arizona. 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 utilizes a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to meet client needs.

Zachary Cable is a financial advisor with Equitable Advisors in Dallas, TX, holding Series 65 and Series 63 designations and three years of industry experience. His prior roles include positions at Mohr Partners Inc. and involvement in educational and tutoring services. He also worked at Southern Methodist University’s School of Business and has experience in youth education through Mathnasium and McKinney High School. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, and institutions, offering financial planning, broker-dealer services, insurance, 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 managers to deliver advisory and brokerage solutions.