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Stephen B

Series 63, Series 65

Dallas, TX

Equitable Advisors

Stephen Belt is a financial advisor with Equitable Advisors in McKinney, TX, holding Series 63 and Series 65 licenses and having 29 years of industry experience. He has worked with Equitable Advisors since 1999, including 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 range 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 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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Carson T

Series 66

Dallas, TX

Equitable Advisors

Carson Tjaden is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. Prior to his current role, he worked at Pleasant Valley Golf Course and attended The University of Iowa. Equitable Advisors serves a broad mix of 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 both an SEC-registered investment adviser and broker-dealer and collaborates extensively with program sponsors and third-party managers to provide 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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Crockett S

Series 63, Series 66

Dallas, TX

Equitable Advisors

Crockett Speer is a financial advisor with Equitable Advisors in Dallas, TX, holding Series 63 and Series 66 credentials and six years of industry experience. His prior roles include positions at Denovo Advisory Group and 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 various third-party asset managers. The firm operates a hybrid referral and implementation model, combining advisory and brokerage channels to tailor investment solutions based on client 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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Ronnie R

Series 66

Dallas, TX

Equitable Advisors

Ronnie Rombs is a financial advisor at Equitable Advisors with two years of industry experience. He holds the Series 66 designation and has prior experience at Hunt Oil Company and in various roles including with FC Dallas and the University of Dallas. He is also a member of Sending Smiles VIP LLC, a business he has been involved with since 2023. Equitable Advisors serves a broad range of clients, including individual, high-net-worth, retirement plan, 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 programs sponsored by LPL and various endorsed third-party managers.

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

Series 66

Dallas, TX

Equitable Advisors

Trinity Nelson is a financial advisor with Equitable Advisors in Dallas, TX, holding a Series 66 designation and less than one year of industry experience. Prior to joining Equitable Advisors, Nelson worked at Bankers Life and Casualty Company and has experience in marketing and event management. Outside of financial services, Nelson is involved with Casino Events. Equitable Advisors serves a diverse range of clients, including individuals, high-net-worth, retirement plans, and institutional investors, offering financial planning, brokerage, insurance distribution, and access to third-party asset management programs. The firm utilizes multiple program sponsors and third-party managers, with a significant focus on non-discretionary asset management and credentialed ERISA services.

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

Series 63, Series 65

Dallas, TX

Equitable Advisors

Benjamin Brackett is a financial advisor at Equitable Advisors in Dallas, TX, with nine years of industry experience. He holds Series 63 and Series 65 designations and has worked at Equitable Advisors since 2017, including a prior period with AXA Advisors. Before entering the financial industry, he was affiliated with Texas Tech University from 2013 to 2017. Equitable Advisors serves individual, high-net-worth, retirement plan, 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 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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Cole C

Series 66

Dallas, TX

Equitable Advisors

Cole Cable is a financial advisor at Equitable Advisors with a Series 66 designation and less than one year of industry experience. Prior to his current role beginning in 2026, his background includes various positions outside the financial industry, such as working at Mess Waffles and Whataburger, as well as involvement with Texas A&M and local community organizations like the McKinney Soccer Association. Equitable Advisors serves a diverse clientele including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates through LPL-sponsored programs and endorsed TAMPs, providing both advisory and brokerage solutions across discretionary and non-discretionary asset management.

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

Series 63, Series 65

Dallas, TX

Equitable Advisors

Garrett Sampson is a financial advisor with Equitable Advisors in Dallas, TX, holding Series 63 and Series 65 licenses and three years of industry experience. His work history includes roles outside finance in event management and hospitality, as well as experience in education. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs through a combination 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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Ojore H

Series 63, Series 65

Dallas, TX

Equitable Advisors

Ojore Hathaway is a financial advisor with Equitable Advisors in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He has been with Equitable Advisors since 2014, having previously worked at Axa Advisors. Outside of his advisory role, Hathaway serves on the finance team as a board steward at a local church and works as a self-defense instructor. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by offering financial planning, retirement plan support, and access to asset management through various third-party managers. The firm uses a hybrid referral and implementation model, combining advisory and brokerage 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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Emily G

Series 66

Dallas, TX

Equitable Advisors

Emily Grego is a financial advisor with Equitable Advisors in Dallas, TX. She holds a Series 66 designation and began her career in financial services in 2026. Prior to joining Equitable Advisors, her background includes roles in retail and education. Equitable Advisors serves a diverse range of clients 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 through multiple program sponsors and endorsed TAMPs.

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

Series 66

Dallas, TX

Equitable Advisors

Matthew Echelmeier is a financial advisor with Equitable Advisors in Dallas, TX. He holds a Series 66 designation and began his advisory career in 2026. Prior to joining Equitable Advisors, he worked with UberEats and the Mizzou Athletics Fund and was self-employed for five years. 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 a broker-dealer, utilizing multiple program sponsors and endorsed TAMPs 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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Darrell C

CFP®, Series 63, Series 65

Dallas, TX

Equitable Advisors

Darrell Christian is a CFP®-certified financial advisor with 36 years of industry experience. He has worked at Equitable Advisors since 1999, following a tenure with AXA Advisors, LLC. Based in Irving, TX, he holds Series 63 and Series 65 licenses. 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 channels to tailor services based on client 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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Adrian D

Series 65, Series 63

Dallas, TX

Equitable Advisors

Adrian Dizer is a financial advisor with Equitable Advisors in Dallas, TX, holding Series 65 and Series 63 licenses and bringing nine years of industry experience. His prior roles include positions at AXA Advisors, Principal Securities Inc, Principal Life Insurance Company, and Primerica Financial Services. Outside of his advisory work, he is involved with the Lonestar Sports and Social Club. Equitable Advisors serves a diverse range of clients 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 primarily through program sponsors and endorsed third-party managers, with a mix of discretionary and non-discretionary asset management.

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

Series 66

Dallas, TX

Equitable Advisors

Amine Rizk is a financial advisor with Equitable Advisors in Dallas, TX, holding a Series 66 designation and 22 years of industry experience. He has been with Equitable Advisors since 2003 and previously worked at Axa Advisors, LLC. Equitable Advisors serves individual investors, retirement plan sponsors and participants, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through third-party managers and LPL programs. The firm operates a hybrid referral and implementation model, combining advisory and brokerage 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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Blevin B

Series 66

Dallas, TX

Equitable Advisors

Blevin Brewer is a financial advisor with Equitable Advisors based in Dallas, TX. He holds the Series 66 designation and has recently entered the industry, beginning his career in 2026. Prior to joining the firm, his background includes roles at Legends Global and Citizens Bank of Edmond, as well as academic experience at the University of Oklahoma. Equitable Advisors serves a diverse client base that includes 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, often working through program sponsors and endorsed platforms to provide 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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John S

Series 63, Series 65

Dallas, TX

Equitable Advisors

John Santos is a financial advisor with Equitable Advisors in Dallas, TX, holding Series 63 and Series 65 licenses and eight years of industry experience. He has worked at Equitable Advisors since 2018 and previously held roles at Axa Advisors. Outside of financial advising, he is involved in sales of tax account programs and group ancillary products through separate business activities. Equitable Advisors serves a diverse range of clients, including individuals, high-net-worth families, retirement plans, corporations, charities, and institutions, offering financial planning, brokerage, insurance, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer and utilizes LPL-sponsored programs and endorsed third-party managers in delivering 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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Bruce M

Series 66

Dallas, TX

Equitable Advisors

Bruce Malmed is a financial advisor at Equitable Advisors with 15 years of industry experience. He holds a Series 66 designation and has been with Equitable Advisors since 2013. Prior to that, he was associated with Axa Advisors and has been involved with FAS REALTORS in a non-active real estate capacity since 1998. Equitable Advisors serves a diverse client base including individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm offers financial planning, retirement-plan support, and access to asset management through LPL programs and various third-party asset managers, employing a hybrid referral and implementation model.

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

Series 63, Series 65

Dallas, TX

Equitable Advisors

John Noonan is a financial advisor with Equitable Advisors in Dallas, TX, holding Series 63 and Series 65 credentials and 38 years of industry experience. He has been with Equitable Advisors since 1999 and previously worked with Axa Advisors, LLC. Outside of his advisory role, Noonan serves on the boards of Mental Training Inc. and Loreto House and acts as executor and trustee of his parents’ estate. 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, tailoring services through a structured client intake process and offering both advisory and brokerage/insurance channels to implement client recommendations.

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

Series 66

Dallas, TX

Equitable Advisors

Theodore Foster is a financial advisor with Equitable Advisors holding a Series 66 designation. He has one year of industry experience and previously worked in various roles including at United Real Estate Group and Oklahoma United FC. Foster attended The University of Oklahoma from 2020 to 2024. 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 uses a delivery model that leverages LPL-sponsored programs and endorsed third-party managers, providing both discretionary and non-discretionary advisory services.

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

Series 66

Dallas, TX

Equitable Advisors

David Means Jr. is a financial advisor with Equitable Advisors in Dallas, TX, holding a Series 66 designation and 16 years of industry experience. He has been with Equitable Advisors since 2009 and previously worked with AXA Advisors, LLC. Outside of his advisory role, he consults on fixed life and annuity business matters for Lion Street Affiliates. 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 investment solutions based on client goals and risk tolerance.

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