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Michael C

Series 66

Fredericksburg, VA

Equitable Advisors

Michael Cupp is a financial advisor with Equitable Advisors in Fredericksburg, VA, holding a Series 66 designation and nine years of industry experience. He has been with Equitable Advisors since 2017 and previously worked at AXA Advisors. Outside of advising, he is involved in managing short-term rental properties through an unrelated business he owns. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, and institutions, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates through program sponsors and third-party managers, offering both advisory and brokerage solutions 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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William M

Series 66

Fredericksburg, VA

Equitable Advisors

William Mears is a financial advisor with Equitable Advisors in Fredericksburg, VA, holding a Series 66 designation and 10 years of industry experience. He has been with Equitable Advisors since 2015 and previously worked at Axa Advisors, LLC. Mears maintains a client resource website approved by Equitable Advisors. 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 that combines advisory and brokerage channels, tailoring services through a client intake process and offering both discretionary and non-discretionary management options.

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

Series 66

Fredericksburg, VA

Equitable Advisors

Christopher Fines is a financial advisor with Equitable Advisors in Fredericksburg, VA, holding a Series 66 designation and 23 years of industry experience. He has been with Equitable Advisors since 2003, having previously worked with Axa Advisors, LLC. Outside of his advisory role, he is a member of a limited liability company involved in property management and serves as executor for his parents' will. 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, offering both advisory and brokerage channels tailored to clients' 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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Michael H

Series 66

Fredericksburg, VA

Equitable Advisors

Michael Hayes Jr. is a financial advisor with Equitable Advisors in Fredericksburg, VA, holding a Series 66 designation and 19 years of industry experience. He has been with Equitable Advisors since 2006, including prior affiliation with Axa Advisors, LLC. Outside of his advisory role, he is a member of Community Property Group LLC, which owns and occupies an office building. 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 a variety of third-party programs. The firm employs a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services 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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Joshua A

Series 63, Series 65

Fredericksburg, VA

Equitable Advisors

Joshua Alloway is a financial advisor with Equitable Advisors in Fredericksburg, VA, 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. He serves as a board member for Canterbury Nursery School, contributing to planning and creative processes for the institution. 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 employs a hybrid referral and implementation model with a focus on individualized financial planning and multiple advisory program options.

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

Series 66

Fredericksburg, VA

Equitable Advisors

Samuel Jerome is a financial advisor with Equitable Advisors, holding a Series 66 designation and nine years of industry experience. His career includes roles at Equitable Advisors since 2017 and at Axa Advisors from 2017 to 2020. Outside of his advisory work, he operates Community Financial Group, a separate business venture since 2021. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, and institutions, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm utilizes various LPL-sponsored and endorsed third-party programs to deliver advisory and brokerage solutions, managing substantial assets on both discretionary and non-discretionary bases.

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