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Zakary F

Series 66

Greenwood Village, CO

Equitable Advisors

Zakary Flitter Bilello is a financial advisor at Equitable Advisors with three years of industry experience. He holds the Series 66 designation and has prior work experience including a role at Spicer Jeffries, LLP. Before his advisory career, he worked in various positions including at Moe's Broadway Bagels and uBreakiFix. 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 and offers both advisory and brokerage/insurance channels to implement client recommendations.

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

Series 66

Greenwood Village, CO

Equitable Advisors

Logan Van Wyk is a financial advisor with Equitable Advisors, holding a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, Logan held various roles outside the financial industry, including positions at Top Golf and Papa Johns. 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 a variety of third-party managers and LPL programs. The firm uses a hybrid referral and implementation model and offers both advisory and brokerage/insurance channels to meet client needs.

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

Series 66

Greenwood Village, CO

Equitable Advisors

Jonah Freund is a financial advisor with Equitable Advisors in Greenwood Village, CO. He holds a Series 66 designation and has one year of industry experience. Prior to joining Equitable Advisors, his work history includes roles at Sunfridge Brewery, Drakos Clinical Dynamics, and Yale School of Medicine, among others. Equitable Advisors serves a broad range of clients, including individuals, high-net-worth clients, retirement plans, and institutions, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, working extensively with program sponsors and third-party managers to deliver advisory and brokerage solutions.

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

Series 63, Series 66

Greenwood Village, CO

Equitable Advisors

Mathieu Niehues is a financial advisor with Equitable Advisors in Superior, Colorado, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. He has been with Equitable Advisors since 2013 and previously worked with Axa Advisors, LLC. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, offering financial planning, retirement plan support, and access to asset management through LPL programs and a range of third-party asset managers. The firm employs a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.

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

ChFC®, Series 63, Series 66

Greenwood Village, CO

Equitable Advisors

Kevin Reilly is a financial advisor at Equitable Advisors with 15 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 66 licenses. Prior to his current role, he was associated with AXA Advisors, LLC and Korucenter LLC. Outside of his advisory work, he is a licensed real estate agent in Denver, assisting clients with buying and selling properties. 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, offering both advisory and brokerage services tailored to 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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Grant S

Series 65, Series 63

Greenwood Village, CO

Equitable Advisors

Grant Sander is a financial advisor with Equitable Advisors, holding Series 65 and Series 63 licenses and five years of industry experience. His prior roles include positions at Robinhood Financial, LLC, and Open to the Public Investing, Inc. Equitable Advisors serves a diverse range of clients, including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, utilizing a delivery model that incorporates LPL-sponsored programs and endorsed third-party managers.

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

Series 65, Series 63

Greenwood Village, CO

Equitable Advisors

Matthew Brymer is a financial advisor at Equitable Advisors with 10 years of industry experience. He holds Series 65 and Series 63 licenses and has been with Equitable Advisors and its predecessor AXA Advisors LLC since 2015. Brymer serves as a board member for the Global Initiative For Talented Students and is on the advisory committee for the Digital Marketing Program at Texas A&M University–Texarkana. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating extensively through program sponsors and third-party managers to deliver advisory and brokerage solutions.

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

Series 66

Greenwood Village, CO

Equitable Advisors

Grant Lentz is a financial advisor with Equitable Advisors, holding a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors in 2024, he worked in various roles including positions at Gonzaga Bulletin and Tokki. 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, combining advisory and brokerage channels to deliver tailored financial solutions.

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

Series 66

Greenwood Village, CO

Equitable Advisors

Joseph Yurglich is a financial advisor with Equitable Advisors in Greenwood Village, CO, holding a Series 66 designation and seven years of industry experience. His prior work includes positions at Prime Capital Investment Advisors, Private Client Services, and Northwestern Mutual Investment Services LLC. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charitable organizations, and institutions, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and a broker-dealer, delivering advisory and brokerage solutions through program sponsors and endorsed third-party managers.

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

Series 66

Greenwood Village, CO

Equitable Advisors

Brian Gibson is a financial advisor with Equitable Advisors in Honolulu, HI, holding a Series 66 designation and seven years of industry experience. He has worked at Equitable Advisors since 2018 and previously at Axa Advisors. Outside of his advisory role, he has engaged in a car-sharing activity through Turo. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management via LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model tailored to 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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W S

Series 66

Greenwood Village, CO

Equitable Advisors

W Spencer is a financial advisor with Equitable Advisors in Denver, CO, holding a Series 66 designation and 15 years of industry experience. He has worked at Equitable Advisors since 2010 and previously at Axa Advisors, LLC. Outside of his advisory role, he is involved as a sales associate with Realty Benefit Services and Dergalis Associates 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 and offers both advisory and brokerage/insurance channels to implement client recommendations.

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

Series 63, Series 66

Greenwood Village, CO

Equitable Advisors

Todd Ganton is a financial advisor with Equitable Advisors in Littleton, CO, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. His prior roles include positions at Axa Advisors, GoSpotCheck, Marketo, and Jackson National Life Distributors. 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 a variety of third-party asset managers. The firm employs a hybrid referral and implementation model and offers both advisory and brokerage/insurance channels to implement client recommendations.

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

Series 66

Greenwood Village, CO

Equitable Advisors

Ian Cook is a financial advisor with Equitable Advisors in Aurora, CO, holding a Series 66 designation and 20 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, since 2006. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, 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, combining advisory and brokerage/insurance channels tailored through a client intake process and written financial plans.

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

Series 63, Series 65

Greenwood Village, CO

Equitable Advisors

Mark Healiss is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 credentials and 25 years of industry experience. He previously worked at Lincoln Financial Advisors for 23 years before joining Equitable Advisors in 2025. His outside business activities include various insurance appointments. 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, combining advisory and brokerage/insurance channels to deliver tailored financial solutions.

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

Series 66

Greenwood Village, CO

Equitable Advisors

Brandon Mc Nairy is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, he was involved with the Student Investment Advisory Committee at Colorado Mesa University and has a varied background including roles at The Home Depot and CBM Equipment Services. 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, offering both advisory and brokerage/insurance channels tailored to 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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Benjamin L

Series 66

Greenwood Village, CO

Equitable Advisors

Benjamin Lindgren is a financial advisor at Equitable Advisors in Denver, CO, with 10 years of industry experience. He holds a Series 66 designation and has been with Equitable Advisors since 2015, previously working at Axa Advisors. Outside of his advisory role, he owns a small business entity registered for tax purposes. 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 programs. The firm utilizes a hybrid referral and implementation model, offering both advisory and brokerage channels to implement client recommendations.

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

Series 66

Greenwood Village, CO

Equitable Advisors

Samuel Oliver is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, he has held roles including freelance graphics operator for Kroenke Sports & Entertainment and seasonal part-time camera operator for the Colorado Rockies. 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 that includes advisory and brokerage channels to deliver tailored investment solutions.

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

Series 66

Greenwood Village, CO

Equitable Advisors

Hannah Moore is a financial advisor at Equitable Advisors with seven years of industry experience. She holds a Series 66 designation and has worked at firms including AXA Advisors and Freebird by Steven. Equitable Advisors serves a diverse client base, including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, relying on LPL-sponsored programs and various endorsed TAMPs to deliver advisory and brokerage solutions.

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

Series 63, Series 66

Greenwood Village, CO

Equitable Advisors

Jonathan Hume is a financial advisor with Equitable Advisors in Lakewood, Colorado, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with Equitable Advisors since 2002 and previously worked at AXA Advisors, LLC. In addition to his financial career, Hume has been a professional distance runner since 1993 and works as a personal running coach. 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 LPL programs and various third-party asset managers. The firm uses a hybrid referral and implementation model and provides both advisory and brokerage/insurance services.

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

Series 66

Greenwood Village, CO

Equitable Advisors

Mackenzie Beebe is a financial advisor with Equitable Advisors holding a Series 66 designation. Based in Greenwood Village, CO, Beebe has no prior industry experience. Previous roles include independent contractor work and positions in marketing and technology. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, and institutions. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, relying heavily on LPL-sponsored platforms and a combination of discretionary and non-discretionary advisory services.

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

Series 66

Greenwood Village, CO

Equitable Advisors

Thomas Hey is a financial advisor with Equitable Advisors in Denver, CO, holding a Series 66 designation and 22 years of industry experience. He has been with Equitable Advisors since 2003 and previously worked with Axa Advisors, LLC for 17 years. 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 LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model that combines advisory and brokerage channels to deliver tailored financial solutions.

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

Series 63, Series 65

Greenwood Village, CO

Equitable Advisors

James Reese is a financial advisor with Equitable Advisors in Westminster, CO, holding Series 63 and Series 65 licenses and possessing 34 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, LLC, since 1999. Outside of his advisory work, he serves as a trustee and board member for nonprofit organizations including the Adventure West Council of the Boy Scouts of America and the Ben C Delatour Foundation. 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 multiple third-party programs. The firm operates a hybrid advisory and brokerage model, tailoring services through a structured client intake process and offering both discretionary and non-discretionary investment management options.

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

Series 63, Series 65

Greenwood Village, CO

Equitable Advisors

Gabriel Caldwell is a financial advisor at Equitable Advisors with Series 63 and Series 65 credentials and one year of industry experience. Prior to joining Equitable Advisors, he held various roles including positions at Panera and Columbine Country Club, and was a student at Colorado State University. Equitable Advisors serves 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 works extensively through program sponsors and third-party managers to deliver advisory and brokerage solutions.

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

Series 63, Series 65, Series 66

Greenwood Village, CO

Equitable Advisors

Philip Hyatt is a financial advisor with Equitable Advisors in Denver, CO, holding Series 63, 65, and 66 licenses and totaling 34 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, LLC, since 1999. Outside of his advisory work, he serves as an agent for a life settlement firm, 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 LPL and various third-party asset managers. The firm uses a hybrid referral and implementation model and offers both advisory and brokerage/insurance channels to execute client recommendations.

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

Series 66

Greenwood Village, CO

Equitable Advisors

Willson Venrick is a financial advisor with Equitable Advisors in Greenwood Village, CO, holding a Series 66 designation and two years of industry experience. Prior to his current role, he has worked in various positions including with the Colorado Eagles Professional Hockey Team and Colorado State University. He also serves as a medical and financial power of attorney for his mother. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, 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 and offers both advisory and brokerage/insurance services.

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

Series 65, Series 63

Greenwood Village, CO

Equitable Advisors

Brian Lynch is a financial advisor with Equitable Advisors in Greenwood Village, CO, holding Series 65 and Series 63 designations and nine years of industry experience. He previously worked at Grant Thornton from 2014 to 2016. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients by 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 utilizes LPL-sponsored programs and endorsed TAMPs to deliver advisory and brokerage solutions.

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

Series 63, Series 66

Greenwood Village, CO

Equitable Advisors

Francis Semsem is a financial advisor at Equitable Advisors with six years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Johnson & Wales University and By Design Collective. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, and charitable organizations, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and a broker-dealer, working extensively with program sponsors and third-party managers to offer advisory and brokerage solutions.

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

Series 66, Series 63

Greenwood Village, CO

Equitable Advisors

Evan Whitington is a financial advisor with Equitable Advisors, holding Series 63 and Series 66 credentials and three years of industry experience. Prior to joining Equitable Advisors, he held various positions including a soccer coach with Colorado Rapids Youth Soccer Club and CFO of Calypso Farms. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporate, charitable, and institutional clients, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs.

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

Series 66

Greenwood Village, CO

Equitable Advisors

Halsten Barszcz is a financial advisor with Equitable Advisors, holding a Series 66 credential and one year of industry experience. Prior to joining Equitable Advisors, he worked in various roles including positions at MCM Business Management LLC and Murphy Oil USA. He has also held teaching roles at University of Colorado Colorado Springs and Pikes Peak State College. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients by offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates through LPL-sponsored programs and endorsed TAMPs, with both discretionary and non-discretionary management services.

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

Series 66

Greenwood Village, CO

Equitable Advisors

Mary Kenny is a financial advisor with Equitable Advisors in Lone Tree, Colorado. She holds the Series 66 designation and has 14 years of industry experience. Kenny has been with Equitable Advisors and its predecessor, Axa Advisors, since 2011. Equitable Advisors serves a diverse client base including individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm offers financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers, operating a hybrid referral and implementation model that combines advisory, brokerage, and insurance services.

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