Waightstill Scales IV is a financial advisor with Equitable Advisors in Greenville, NC, holding a Series 66 designation and 14 years of industry experience. He has worked at Equitable Advisors since 2011 and previously at Axa Advisors and The Scales Agency. Scales serves on the boards of the Barnie and Ed Rawl Scholarship Fund, East Carolina Vocational Center, and ECU Health Foundation, and is involved in life settlements through Ashar Group. 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 third-party asset managers and LPL programs. The firm uses a hybrid referral and implementation model that combines advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.

Daniel Stieh is a financial advisor at Equitable Advisors with 10 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Equitable Advisors since 2016. He also operates a business under the name Sound Partners. Equitable Advisors serves a diverse clientele including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm is dual-registered as an SEC-registered investment adviser and broker-dealer and employs a delivery model that leverages LPL-sponsored programs and endorsed TAMPs.

Gentry Porter is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been with Equitable Advisors since 1999 and was previously affiliated with Axa Advisors. Porter is a partner at CP Financial Group and an owner/partner of Sound Partners, 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 third-party asset managers. The firm uses a hybrid referral and implementation model, tailoring services based on client goals and risk tolerance.

Patrick Porter is a financial advisor with Equitable Advisors in Greenville, NC, holding a Series 66 designation and 21 years of industry experience. He has been with Equitable Advisors since 2004 and previously worked at Axa Advisors, LLC. Outside of his advisory role, he serves on the advisory board of the Salvation Army in Greenville. Equitable Advisors provides financial planning, retirement plan support, and asset management services to individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm uses a hybrid referral and implementation model, offering access to multiple third-party asset managers and LPL programs to tailor solutions based on client goals and risk tolerance.

Robert Powell III is a financial advisor with Equitable Advisors in Greenville, NC, holding Series 63 and Series 65 licenses and bringing 50 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, since 1999. Outside of his advisory role, Powell serves in leadership and board positions at several companies, including chairman of the board at Glen Raven Global, LLC, and trustee of multiple family trusts. 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 services tailored through a detailed client intake process.

Robert Powell IV is a financial advisor with Equitable Advisors in Greenville, NC, holding a Series 66 designation and 25 years of industry experience. He has been with Equitable Advisors since 2000, including its predecessor Axa Advisors. Outside of his advisory role, he is involved in several business ventures, including ownership and management roles in Sound Partners, LLC, Sound Operations, LLC, and Sound Properties, LLC, and serves on the board of directors for Glen Raven Global, 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 third-party asset managers. The firm employs a hybrid referral and implementation model, tailoring services through a client intake process and offering both advisory and brokerage/insurance channels to implement client recommendations.