Joseph Stuart is a financial advisor with Equitable Advisors in Fort Myers, FL, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with Equitable Advisors since 1999, including its predecessor entity Axa Advisors, LLC, where he worked for 21 years. Outside of his advisory role, he holds network appointments with insurers such as The Hartford, United Healthcare, Guardian, American Family, and Cigna. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party solutions.

Duane Daniels is a financial advisor with Equitable Advisors in Fort Myers, FL, holding CFP® and ChFC® designations and possessing 27 years of industry experience. He previously worked for Stifel Independent Advisors, LLC for 26 years prior to joining his current firm. Daniels is also a partner at Community Financial Management, LLC, where he engages in tax preparation and advisory services. Equitable Advisors serves a broad range of clients, including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset management programs. The firm utilizes a combination of proprietary and third-party advisory models and provides fiduciary services through credentialed representatives.

Michael Sawyer is a financial advisor at Equitable Advisors with 40 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Equitable Advisors since 2005, previously serving at Axa Advisors and Mony Securities Corporation. Outside of his advisory role, he operates an outside insurance brokerage business under the name Educated Wealth Strategies. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs, utilizing both proprietary and third-party investment solutions delivered through a broad network of Investment Adviser Representatives.

William Griggs is a financial advisor with Equitable Advisors in Fort Meyers, FL, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, since 2005. Outside of advisory work, he is involved in employee benefits insurance sales through his own firm, Griggs and Griggs, and supervises the Barrington Bowling Center, Inc. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients with financial planning, retirement plan consulting, and asset-management programs. The firm delivers services through Investment Adviser Representatives using both firm-offered and third-party asset management programs.