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Aaron S
Series 63, Series 65
Fort Worth, TX
Equitable Advisors
Aaron Samuels is a financial advisor with Equitable Advisors in Fort Worth, TX, holding Series 63 and Series 65 licenses and with 18 years of industry experience. He has been with Equitable Advisors since 2016 and previously worked at AXA Advisors, LLC. Outside of his advisory role, he serves as Board Chair of the Burleson Area Chamber of Commerce. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm’s approach involves assessing client information and risk tolerance to match clients with advisory programs or discretionary managers, utilizing a mix of proprietary and third-party solutions.
Nicholas D
Series 66
Fort Worth, TX
Equitable Advisors
Nicholas Davila is a financial advisor at Equitable Advisors in Fort Worth, TX, with one year of industry experience. He holds the Series 66 designation and previously worked at Blaies & Hightower, LLP, Hiley Subaru, and Burford & Ryburn, LLP. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients, offering financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives and third-party asset managers.
Alexandria H
Series 63, Series 65
Fort Worth, TX
Equitable Advisors
Alexandria Hughes is a financial advisor with Equitable Advisors in Fort Worth, TX, holding Series 63 and Series 65 licenses and having 10 years of industry experience. She has worked with Equitable Advisors since 2016 and was affiliated with Axa Advisors from 2016 to 2020. Outside of advising, she has activities as a property owner. Equitable Advisors serves individual clients—including both non-high-net-worth and high-net-worth individuals—pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by offering financial planning, retirement plan consulting, and asset management programs through a broad network of investment adviser representatives and third-party managers.
Gary W
Series 66
Fort Worth, TX
Equitable Advisors
Gary Willson is a financial advisor with Equitable Advisors in Fort Worth, TX, holding a Series 66 designation and 26 years of industry experience. He has been with Equitable Advisors and its predecessor entity, Axa Advisors, since 1999. Outside of his advisory role, Willson serves as a board member and deacon at Broadway Baptist Church and is an ordained minister performing weddings, funerals, and other ministerial functions. Equitable Advisors serves individual clients across wealth levels, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers financial planning, retirement plan consulting, and various asset management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party advisory models.
Maxwell L
Series 66
Fort Worth, TX
Equitable Advisors
Maxwell Landgraf is a Series 66-licensed financial advisor with Equitable Advisors in Fort Worth, TX, where he has worked for 23 years. His career includes 17 years at Axa Advisors, LLC. He holds various outside insurance and brokerage contracts. Equitable Advisors serves individual and institutional clients with financial planning, retirement plan consulting, and asset management, utilizing a range of firm-offered programs and third-party asset managers.
Nicholas D
Series 66
Fort Worth, TX
Equitable Advisors
Nicholas Deatherage is a financial advisor with Equitable Advisors, holding a Series 66 designation and four years of industry experience. Prior to joining Equitable Advisors in 2022, he worked at Rollo Insurance and has held various roles in education and sports organizations. He serves as an on-site tournament director for The Athletic Club. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm utilizes a range of advisory programs and third-party asset managers to tailor investment solutions based on client risk tolerance and goals.
William P
Series 66
Fort Worth, TX
Equitable Advisors
William Philips is a financial advisor with Equitable Advisors in Fort Worth, TX. He holds a Series 66 designation and has been with Equitable Advisors since 2026. His prior experience includes roles in nonprofit organizations such as Everynation Churches and Campus Ministries and The Heights Church. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individual clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm utilizes a range of advisory programs and third-party asset managers to tailor investment solutions based on client risk tolerance and personal information.
Kyle S
Series 66
Fort Worth, TX
Equitable Advisors
Kyle Smith is a financial advisor with Equitable Advisors based in Fort Worth, TX. He holds the Series 66 designation and has one year of industry experience. Prior to joining Equitable Advisors, his work history includes roles in education and automotive services. Equitable Advisors serves individuals across the wealth spectrum, as well as pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives. The firm utilizes a variety of third-party advisory programs and focuses on matching clients to appropriate investment models based on risk tolerance and personal information.
William E
Series 63, Series 65
Fort Worth, TX
Equitable Advisors
William Ellis Jr. is a financial advisor with Equitable Advisors in Fort Worth, TX, holding Series 63 and Series 65 credentials and over 23 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, LLC, since 2002. Ellis serves as president of Fort Worth Business Professionals and holds board or committee roles with several community organizations including Big Brothers Big Sisters Tarrant County, the Boy Scouts of America Longhorn Council, and Ducks Unlimited. Equitable Advisors provides financial planning, retirement consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm’s approach includes matching clients to program models or discretionary managers, often through third-party asset managers and advisory programs, and offers a range of investment options including mutual funds, ETFs, separately managed accounts, and select alternative investments.
Ellen R
Series 63, Series 65
Fort Worth, TX
Equitable Advisors
Ellen Rheinlaender is a financial advisor with Equitable Advisors in Fort Worth, TX, holding Series 63 and Series 65 credentials and bringing 12 years of industry experience. She has worked at Equitable Advisors since 2014, following her time with Axa Advisors. Outside of her advisory role, she facilitates a mentoring group for young women starting their careers, focusing on professional development and financial goals, and is involved in the distribution of a book titled *American Dream Women* through a family business entity. Equitable Advisors serves individual and institutional clients, providing financial planning, retirement plan consulting, and asset management programs. The firm’s approach includes utilizing third-party asset managers and LPL-sponsored advisory programs, with services tailored through risk assessments and personalized program matching.
Scott H
Series 63, Series 65
Fort Worth, TX
Equitable Advisors
Scott Hernandez is a financial advisor with Equitable Advisors in Fort Worth, TX, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He has been with Equitable Advisors since 2014, previously associated with Axa Advisors, LLC. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm provides financial planning, retirement plan consulting, and a range of asset-management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party advisory solutions.
Ronald H
Series 66
Fort Worth, TX
Equitable Advisors
Ronald Heath is a financial advisor with Equitable Advisors in Fort Worth, TX, holding a Series 66 designation and 24 years of industry experience. He has been with Equitable Advisors since 2002, including prior tenure with Axa Advisors. Outside of his advisory work, he operates a business under the name Seebeck & Associates and works as an Uber driver. Equitable Advisors serves individual and institutional clients, offering financial planning, retirement plan consulting, and various asset management programs. The firm utilizes a range of advisory models, including third-party TAMPs and LPL-sponsored programs, and provides ERISA fiduciary services to qualified plans through credentialed representatives.
Hailey T
Series 63, Series 65
Fort Worth, TX
Equitable Advisors
Hailey Thibodeaux is a financial advisor with Equitable Advisors in Fort Worth, TX, holding Series 63 and Series 65 licenses and having four years of industry experience. Her work history includes roles at MMR Group, BBP Sales, and Posh Boutique. Equitable Advisors serves a diverse client base that includes individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and various asset-management programs through a broad network of Investment Adviser Representatives and third-party managers.
Daniel K
Series 66
Fort Worth, TX
Equitable Advisors
Daniel Koech is a Series 66 licensed financial advisor with Equitable Advisors in Fort Worth, TX, and has five years of industry experience. His prior work experience includes roles at Quest Diagnostics, Toyota of Dallas, Uber, and University Hospital. He was also a member of the University of Kansas Men's Track & Field Team during his college years. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients, providing financial planning, retirement plan consulting, and various asset-management programs through a large network of Investment Adviser Representatives. The firm uses a combination of firm-offered programs and third-party advisory solutions to deliver personalized investment strategies.
Macy D
Series 63, Series 66
Fort Worth, TX
Equitable Advisors
Macy Davis is a financial advisor at Equitable Advisors with Series 63 and Series 66 credentials and two years of industry experience. Prior to joining Equitable Advisors, she held positions at Vogt RV, Golf Genius, Leaderboard of Dallas, and Trophy Club Country Club. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm utilizes a range of advisory models and programs, including third-party asset managers and LPL-sponsored platforms, focusing on matching clients’ risk tolerance with appropriate investment solutions.
Carrie K
Series 66
Fort Worth, TX
Equitable Advisors
Carrie King is a financial advisor with Equitable Advisors in Fort Worth, TX, holding a Series 66 designation and 17 years of industry experience. She has been with Equitable Advisors since 2009, including its predecessor Axa Advisors. Outside of her advisory work, she contributes as a writer for Quarter Horse News and is the owner of Reyalight Enterprises, a non-investment related business. Equitable Advisors provides financial planning, retirement consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm utilizes a range of advisory models and third-party managers, offering mutual funds, ETFs, separately managed accounts, and select alternative investments.
Shannon N
Series 66
Fort Worth, TX
Equitable Advisors
Shannon Norris is a financial advisor with Equitable Advisors in Fort Worth, TX, holding a Series 66 designation. Norris began their financial services career in 2026 and has prior work experience at JP Morgan Chase and in education and safety roles. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement consulting, and asset management programs delivered through a network of Investment Adviser Representatives, utilizing both proprietary and third-party investment solutions.
Cal C
Series 66
Fort Worth, TX
Equitable Advisors
Cal Crabtree is a financial advisor at Equitable Advisors in Fort Worth, TX, holding a Series 66 designation with five years of industry experience. Prior to joining Equitable Advisors in 2021, he worked at Sprint Energy Services, LLC, and US Ecology Inc. He has three years of experience specifically with Equitable. 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 advisory models.
Pierre B
Series 66
Fort Worth, TX
Equitable Advisors
Pierre Beasley is a Series 66–licensed advisor at Equitable Advisors with one year of industry experience. Prior to joining Equitable Advisors, he held roles at RSM US LLP and worked at Dallas Baptist University. He has also worked for Uber/UberEats and Topgolf. Equitable Advisors serves individuals, retirement plans, corporations, and charitable organizations by offering financial planning, retirement plan consulting, and asset management services. The firm utilizes a variety of third-party advisory programs and fiduciary tools, providing access to mutual funds, ETFs, separately managed accounts, and alternative investments.
Justin G
Series 66
Fort Worth, TX
Equitable Advisors
Justin Gentry is a financial advisor with Equitable Advisors in Fort Worth, TX, holding a Series 66 designation and beginning his advisory career in 2026. He previously served 22 years in the United States Air Force and is involved in entrepreneurial ventures including ownership of OnPoint Handyman Services LLC and OnPoint Cleaning Services LLC, as well as work as a home inspector with Overwatch Property Solutions. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, plans, corporations, and charitable organizations, utilizing a network of Investment Adviser Representatives and both proprietary and third-party investment programs.
Sara A
Series 66
Fort Worth, TX
Equitable Advisors
Sara Altom is a financial advisor with Equitable Advisors in Fort Worth, TX, holding a Series 66 designation. She has one year of industry experience and previously worked at Amerilife and in public school districts. Equitable Advisors serves a broad range of clients, including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management services. The firm utilizes a variety of advisory programs and third-party managers, focusing on personalized client risk assessments and portfolio solutions.
Eva A
Series 63, Series 65
Fort Worth, TX
Equitable Advisors
Eva Amaya is a financial advisor with Equitable Advisors in Fort Worth, TX, holding Series 63 and Series 65 licenses and four years of industry experience. Prior to her current role, she held various positions in the food service and insurance industries and worked at the University of Texas at Arlington. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm uses a range of advisory models and third-party programs to tailor solutions based on client risk tolerance and personal information.
Christopher R
Series 66
Fort Worth, TX
Equitable Advisors
Christopher Roberts is a financial advisor with Equitable Advisors in Fort Worth, TX, holding a Series 66 credential and 22 years of industry experience. He has been with Equitable Advisors since 2003, including its predecessor Axa Advisors. Outside of his advisory work, he has participated as a movie and series extra. Equitable Advisors serves a broad client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement consulting, and asset management programs through a network of Investment Adviser Representatives, utilizing a range of proprietary and third-party investment models and solutions.
Robert L
Series 66
Fort Worth, TX
Equitable Advisors
Robert Landgraf is a financial advisor at Equitable Advisors with Series 66 credentials. He has been with Equitable Advisors since 2026 and has prior experience in education, having worked at multiple schools including Edward S. Marcus High School and Newman University. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset-management programs. The firm emphasizes personalized advice through a network of Investment Adviser Representatives and offers a variety of investment solutions including third-party advisory programs and ERISA fiduciary services.
Sergio J
Series 66
Fort Worth, TX
Equitable Advisors
Sergio Jaramillo is a financial advisor with Equitable Advisors in Fort Worth, TX, holding a Series 66 designation and bringing 10 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, LLC, since 2016. Equitable Advisors serves a diverse client base including individual clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives and third-party managers.
Michael B
Series 66
Fort Worth, TX
Equitable Advisors
Michael Barron is a financial advisor with Equitable Advisors in Fort Worth, TX, holding a Series 66 designation and two years of industry experience. His background includes prior roles at Opportunity Resource Services and several positions outside the financial sector, including work at University of Texas at Arlington and in the food service industry. Equitable Advisors serves a broad client base, including individual investors, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers financial planning, retirement plan consulting, and a variety of asset management programs through a network of Investment Adviser Representatives and third-party managers.
Robert D
Series 63, Series 65
Fort Worth, TX
Equitable Advisors
Robert De Lozier is a financial advisor with Equitable Advisors in Fort Worth, TX, holding Series 63 and Series 65 licenses and having six years of industry experience. His prior work includes roles at Axa Advisors, Ridglea Country Club, BJ's Restaurant & Brewhouse, and Lake Bryan & Lakeside Icehouse & Grill. He serves as a board trustee for The Leukemia & Lymphoma Society. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm’s investment approach includes using third-party advisory programs and discretionary managers, covering a range of investment products and offering ERISA fiduciary services to qualified plans.
Sager K
Series 66
Fort Worth, TX
Equitable Advisors
Sager Koheel is a Series 66-licensed financial advisor at Equitable Advisors with two years of industry experience. Prior to joining Equitable Advisors in 2024, Koheel worked at Pioneer Technology & Arts Academy and held positions in education and healthcare. Equitable Advisors serves individuals ranging from non‑high-net-worth to high-net-worth clients, as well as pension plans, corporations, and charitable organizations. The firm offers financial planning, retirement consulting, and asset-management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party investment solutions.
James T
Series 63, Series 65
Fort Worth, TX
Equitable Advisors
James Taylor is a financial advisor at Equitable Advisors in Fort Worth, TX, with 29 years of industry experience. He has held his current position since 1999 and holds Series 63 and Series 65 licenses. Equitable Advisors serves a broad 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 investment solutions.
Ana S
Series 66
Fort Worth, TX
Equitable Advisors
Ana Stallard is a financial advisor with Equitable Advisors in Fort Worth, TX, holding a Series 66 designation and beginning her advisory career in 2026. Her prior work experience includes roles at Baylor University, Pinnacle Bank, and Sodalis Senior Living. Equitable Advisors serves a broad client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives and third-party managers.
Miles S
Series 66
Fort Worth, TX
Equitable Advisors
Miles Sawyer Wicker is a Series 66-credentialed financial advisor with 17 years of experience, currently with Equitable Advisors since 2009. He previously worked with Axa Advisors, LLC from 2009 to 2020. Outside of his advisory role, he is involved with the Texas Dental Association Insurance Benefit and holds ownership in several business entities. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset-management programs through a large network of Investment Adviser Representatives. The firm utilizes a range of third-party advisory programs and focuses on matching clients to suitable investment models and managers.
Corwyn Y
Series 63, Series 65
Fort Worth, TX
Equitable Advisors
Corwyn Yeske is a financial advisor with Equitable Advisors in Fort Worth, TX, holding Series 63 and Series 65 licenses and three years of industry experience. He also operates CSN LLC as a network field technician on a part-time basis. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients, utilizing a range of advisory programs including third-party asset managers and LPL-sponsored offerings.
Bryan M
Series 63, Series 65
Fort Worth, TX
Equitable Advisors
Bryan Montenegro is a financial advisor at Equitable Advisors in Fort Worth, TX, holding Series 63 and Series 65 credentials with five years of industry experience. Prior to joining Equitable Advisors in 2020, he held positions at Uber, multiple dining establishments, and the University of Texas at Arlington. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management through a network of Investment Adviser Representatives and third-party program sponsors.
Johnny M
Series 66
Fort Worth, TX
Equitable Advisors
Johnny Meador is a financial advisor with Equitable Advisors in Fort Worth, TX. He holds the Series 66 designation and has one year of industry experience. Prior to joining Equitable Advisors, he worked at Park Avenue Securities, Guardian Life Insurance Company, and Lone Star Financial. Outside of his advisory role, Meador works part-time as a golf fitter with Callaway Golf and is a licensed real estate agent with Your Home Free. 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 delivered through a network of Investment Adviser Representatives and third-party asset managers.
Mark S
Series 63, Series 65
Fort Worth, TX
Equitable Advisors
Mark Seebeck is a financial advisor with Equitable Advisors in Fort Worth, TX, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has been with Equitable Advisors and its predecessor firms since 2005, following eight years at Mony Securities Corporation. He is a partner in SEEBECK & ASSOCIATES I, LP, a holding company. Equitable Advisors serves a broad 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 a range of third-party asset managers and advisory platforms.
Jordan L
Series 66
Fort Worth, TX
Equitable Advisors
Jordan Lenderman is a financial advisor at Equitable Advisors in Fort Worth, TX, holding a Series 66 designation with six years of industry experience. Prior to joining Equitable Advisors, he worked at AXA Advisors and has experience in roles at Postmates, DoorDash, and the Walton College of Business. He is also the owner of Jordan Lenderman LLC. Equitable Advisors serves a broad 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 and third-party managers.
Andrew R
Series 63, Series 65
Fort Worth, TX
Equitable Advisors
Andrew Ruiz is a financial advisor with Equitable Advisors in Fort Worth, TX, holding Series 63 and Series 65 licenses and three years of industry experience. His prior work includes roles at Ameriprise Financial Services, MomentUs Wealth Management, Bank of America, and Bank of Texas. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and various asset management programs through a network of Investment Adviser Representatives. The firm relies on third-party program sponsors and offers a range of investment solutions including mutual funds, ETFs, separately managed accounts, and select alternative investments.
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