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Justin B

Series 66

Franklin, TN

Equitable Advisors

Justin Barr is a financial advisor with Equitable Advisors in Franklin, TN, holding a Series 66 designation and three years of industry experience. Prior to joining Equitable Advisors, he was involved in various roles including sales activities related to tax account programs with Realty Benefit Services. 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 utilizes a range of advisory programs and third-party asset managers to implement client strategies.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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Kevin S

Series 66

Franklin, TN

Equitable Advisors

Kevin Sanders is a financial advisor at Equitable Advisors with approximately one year of experience. He holds a Series 66 designation and previously worked in education and service roles, including positions at multiple schools and AmeriCorps. Equitable Advisors serves a diverse client base including individuals, retirement plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and various asset management programs through a network of Investment Adviser Representatives and third-party managers.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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Anthony S

Series 63, Series 65

Franklin, TN

Equitable Advisors

Anthony Stevens is a financial advisor at Equitable Advisors with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Equitable Advisors since 2012, including work under the AxA Advisors name prior to rebranding. He is also involved as an outside insurance carrier. Equitable Advisors serves individual clients across wealth levels, pension and profit-sharing plans, corporations, charities, and institutional clients by providing financial planning, retirement consulting, and asset management programs. The firm delivers advice through a network of Investment Adviser Representatives, utilizing a range of third-party advisory programs and proprietary tools without sponsoring its own wrap fee program.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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Dallas G

Series 66

Franklin, TN

Equitable Advisors

Dallas George is a Series 66-licensed financial advisor with Equitable Advisors in Franklin, TN, where he has worked since 2003. He has 23 years of industry experience, including 17 years with Axa Advisors, LLC. Outside of advising, George is the owner of Waypoint Financial Partners, LLC, and holds patent filings through DG Technologies. 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 employs a variety of third-party asset managers and utilizes program models tailored to clients’ risk tolerance and goals.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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Jackson A

Series 66

Franklin, TN

Equitable Advisors

Jackson Austin is a Series 66-credentialed financial advisor at Equitable Advisors with two years of industry experience. His prior work includes roles at Lake Area Tax Service and Fredonia Valley Bank, as well as positions at the Office of Congressman James Comer’s Madisonville Field Office. He is also involved in sales of tax account programs and ancillary insurance products through Realty Benefit Services and Dergalis Associates LLC. Equitable Advisors serves a diverse client base ranging from individuals to institutional clients, providing financial planning, retirement plan consulting, and asset management programs. The firm utilizes a variety of advisory models and third-party asset management platforms to deliver customized investment solutions.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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Andrew K

Series 66

Franklin, TN

Equitable Advisors

Andrew Kaelin is a financial advisor with Equitable Advisors, holding a Series 66 designation and six years of industry experience. He has worked at Equitable Advisors since 2020 and has a background that includes roles in sports media relations and logistics. 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 services delivered through a network of Investment Adviser Representatives, utilizing both proprietary and third-party advisory programs.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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Cade G

Series 66

Franklin, TN

Equitable Advisors

Cade Graham is a financial advisor with Equitable Advisors in Franklin, TN, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Working Distributors and The Club at Olde Stone. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, charitable organizations, and institutional clients. The firm utilizes a network of Investment Adviser Representatives and third-party asset managers to offer a broad range of advisory programs.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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Jaejung Y

Series 66

Franklin, TN

Equitable Advisors

Jaejung Yoon is a financial advisor with Equitable Advisors in Franklin, TN, holding a Series 66 designation and five years of industry experience. Prior to joining Equitable Advisors in 2021, Yoon worked at Waypoint Financial Partners, LLC for one year and has experience outside of finance in automotive retail. Outside of advisory work, Yoon coaches kickers and punters in athletic education. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, offering financial planning and retirement consulting through a range of asset-management programs. The firm relies on third-party program sponsors and investment platforms to implement advisory models and provides ERISA fiduciary services to qualified plans.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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Kurt C

Series 66

Franklin, TN

Equitable Advisors

Kurt Coalmer is a financial advisor with Equitable Advisors in Franklin, TN, holding the Series 66 designation and bringing 17 years of industry experience. His prior roles include positions at Jackson National and Curian Capital, as well as earlier service at Equitable Advisors. Outside of his advisory work, he serves as an executor of an estate for a family member. Equitable Advisors provides financial planning, retirement consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm delivers its services through a network of Investment Adviser Representatives, utilizing various third-party programs and offering a range of investment options including mutual funds, ETFs, and select alternatives.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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Nicholas R

Series 66

Franklin, TN

Equitable Advisors

Nicholas Robinson is a financial advisor with Equitable Advisors in Franklin, TN, holding a Series 66 designation and three years of industry experience. His prior work includes roles at The Sackets Boathouse, General Brown Central School District, SUNY Oswego, Jefferson Community College, The Barracks Inn, Cracker Barrel, and General Brown High School. 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 advisory solutions.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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Isaac R

Series 66

Franklin, TN

Equitable Advisors

Isaac Rollins is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. His prior work includes roles at Bridgestone Americas and Lumen Technologies, as well as attending Harvard College. Equitable Advisors serves individuals of various net worths, pension plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives and third-party managers.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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Williams C

Series 66

Franklin, TN

Equitable Advisors

Williams Criley is a financial advisor with Equitable Advisors holding a Series 66 designation and beginning his career in 2026. Prior to joining Equitable Advisors, he was involved with several organizations including TV Paraphernalia and Vintage Vandy. Equitable Advisors serves a broad range of clients including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and various asset-management programs delivered through a network of Investment Adviser Representatives and third-party asset managers.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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Aidan W

Series 66

Franklin, TN

Equitable Advisors

Aidan Wagner is a financial advisor with Equitable Advisors in Franklin, TN, holding a Series 66 designation and beginning his advisory career in 2026. His prior work experience includes roles at Wilson Bank & Trust, Kroger, City of Tullahoma, TN, and Tullahoma High School. Equitable Advisors serves a broad client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives. The firm employs both proprietary and third-party program models, focusing on matching client needs with appropriate advisory solutions without sponsoring its own wrap fee program.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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William P

Series 66

Franklin, TN

Equitable Advisors

William Parker is a financial advisor with Equitable Advisors in Franklin, TN, holding a Series 66 designation and 19 years of industry experience. He has worked at Equitable Advisors and its predecessor Axa Advisors, LLC since 2007. Outside of financial advising, he is the owner and operator of a cattle farming business, Morning View Farm, in Arrington, TN. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives. The firm utilizes a range of third-party asset managers and advisory programs and provides services including mutual funds, ETFs, separately managed accounts, and ERISA fiduciary services.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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Parker B

Series 66

Franklin, TN

Equitable Advisors

Parker Barton is a financial advisor with Equitable Advisors in Franklin, TN. He holds a Series 66 designation and has four years of industry experience. Parker is also registered as a sales assistant with Dallas George, where he maintains client rapport and assists with operational tasks. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives and third-party program sponsors.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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Bryce J

Series 66

Franklin, TN

Equitable Advisors

Bryce Johnson is a financial advisor with Equitable Advisors, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Watertown Savings Bank and Mercyhurst University. He also works as a sales associate with Realty Benefit Services and Dergalis Associates LLC in Cherry Hill, NJ. 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 through a network of Investment Adviser Representatives and third-party managers.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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Jacob L

Series 63, Series 65

Franklin, TN

Equitable Advisors

Jacob Lee is a financial advisor with Equitable Advisors in Franklin, TN, holding Series 63 and Series 65 licenses and 12 years of industry experience. He has worked at Equitable Advisors since 2014, including time when the firm was known as AXA Advisors. Outside of his advisory role, he is involved as a sales associate for Realty Benefit Services and Dergalis Associates, LLC, focusing on tax account programs and health product sales. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and various asset-management programs. The firm emphasizes matching clients to program models or discretionary managers, utilizing a network of third-party asset managers and proprietary advisory tools.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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Ethan K

Series 66

Franklin, TN

Equitable Advisors

Ethan Karr is a financial advisor at Equitable Advisors in Franklin, TN, holding a Series 66 designation with one year of industry experience. His prior work history includes roles at Statefarm, FedEx Ground, Transloop, and Waterway. Equitable Advisors serves individual and institutional clients, providing financial planning, retirement plan consulting, and asset-management programs through a network of investment adviser representatives. The firm uses both proprietary and third-party investment models and offers services covering mutual funds, ETFs, separately managed accounts, and select alternative investments.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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Tucker R

Series 66

Franklin, TN

Equitable Advisors

Tucker Rosbrook is a financial advisor with Equitable Advisors in Franklin, TN, holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining Equitable Advisors, he held positions at Anthony Stevens, General Brown Central School District, SUNY Oswego University, and The Channelside. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, charitable organizations, and institutional clients. The firm utilizes a variety of advisory models implemented through third-party asset managers and LPL-sponsored programs, offering a broad range of investment options including mutual funds, ETFs, separately managed accounts, and select alternative investments.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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Brian F

Series 63, Series 66

Franklin, TN

Equitable Advisors

Brian Fisher is a financial advisor with Equitable Advisors in Franklin, TN, holding Series 63 and Series 66 credentials and nine years of industry experience. Prior to joining Equitable Advisors in 2017, he was self-employed as an independent commodities trader for over two decades. Fisher serves as Chair of the Business Conduct Committee and Probable Cause Committee for CME Group’s regulatory committee and is a Certified Divorce Financial Analyst assisting clients during divorce proceedings. 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, including third-party asset managers and LPL-sponsored solutions, focusing on personalized risk assessment and tailored investment strategies.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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Samuel G

Series 66

Franklin, TN

Equitable Advisors

Samuel Greenwell is a financial advisor at Equitable Advisors holding a Series 66 designation with one year of industry experience. Prior to joining Equitable Advisors, he worked briefly at GuideWise Financial Group / Ameriprise Financial Services, LLC and has experience in education and other fields. 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 utilizes a range of advisory programs and third-party managers to deliver investment solutions tailored to client needs.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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Ethan W

Series 66

Franklin, TN

Equitable Advisors

Ethan Williams is a financial advisor with Equitable Advisors who holds a Series 66 designation and has four years of industry experience. Prior to joining Equitable Advisors in 2022, he was employed at Suny Oswego and has a role as a corporate compliance investigator with Tyda Services, LLC. 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 a range of third-party advisory models and ERISA fiduciary services for qualified plans.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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Alexander V

Series 63, Series 66

Franklin, TN

Equitable Advisors

Alexander Verrone is a financial advisor with Equitable Advisors in Franklin, TN, holding Series 63 and Series 66 licenses and having 12 years of industry experience. He previously worked with Prudential Insurance Company of America and Pruco Securities LLC from 2014 to 2022. 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 programs through a network of Investment Adviser Representatives. The firm utilizes a combination of proprietary and third-party investment solutions and offers services that include mutual funds, ETFs, separately managed accounts, alternative investments, and ERISA fiduciary services.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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