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Yiller A

Series 66

Houston, TX

Equitable Advisors

Yiller Auyon is a financial advisor at Equitable Advisors with a Series 66 designation and less than one year of industry experience. Prior to joining Equitable Advisors, Yiller held positions at J.Crew, First Financial Group of America, and Baylor University. 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 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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George H

Series 63, Series 65

Houston, TX

Equitable Advisors

George Hawkins is a financial advisor at Equitable Advisors with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Equitable Advisors since 1999, previously affiliated with Axa Advisors. Hawkins serves on multiple boards and committees at Legacy Community Health, including its Endowment Board and Finance Committee. Equitable Advisors provides financial planning, retirement plan support, and asset management services to individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm operates a hybrid advisory and brokerage model, leveraging third-party asset managers and a referral-based approach to tailor investment solutions 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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Brian K

Series 63, Series 65

Houston, TX

Equitable Advisors

Brian Kelly is a financial advisor with Equitable Advisors in Pearland, TX, holding Series 63 and Series 65 licenses and 13 years of industry experience. He has been with Equitable Advisors since 2013 and previously worked with Axa Advisors, LLC. Outside of his advisory role, he performs as a singer in a local acoustic band and serves as secretary on the board of the Houston Sigma Chi Alumni Chapter. 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 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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Robbie S

Series 66

Houston, TX

Equitable Advisors

Robbie Sitka is a financial advisor with Equitable Advisors in Houston, TX, holding a Series 66 designation and three years of industry experience. Prior to joining Equitable Advisors in 2022, he worked for Humble ISD for eleven years. Outside of his advisory role, Sitka teaches music lessons as an independent contractor. 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 employs a hybrid referral and implementation model that combines 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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Owen D

Series 63, Series 66

Houston, TX

Equitable Advisors

Owen Drymond is a financial advisor at Equitable Advisors in Houston, TX, with 24 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Voya Financial Partners and Directed Services LLC prior to joining Equitable Advisors. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, and institutional investors, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm participates in LPL-sponsored programs and other endorsed platforms, providing both advisory and brokerage solutions with a focus on compliance and oversight of affiliated managers.

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

Series 66

Houston, TX

Equitable Advisors

Stephen Jones is a financial advisor with Equitable Advisors in Houston, TX, holding a Series 66 designation and 17 years of industry experience. He has worked at Equitable Advisors since 2008 and was previously with AXA Advisors, LLC from 2008 to 2020. Outside of his advisory role, he is involved in various insurance and brokerage contracts. 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/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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Molly W

Series 63, Series 65

Houston, TX

Equitable Advisors

Molly Ward is a financial advisor with Equitable Advisors in Houston, TX, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She has been with Equitable Advisors and its predecessor AXA Advisors since 1999. Outside of her advisory role, Ward serves on the board of Lone Oak Trust Company and is a member of the investment committee for St. Luke's United Methodist Church Foundation. Equitable Advisors serves a broad 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 third-party managers, employing a hybrid referral and implementation model that incorporates both advisory and brokerage channels.

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

Series 66

Houston, TX

Equitable Advisors

Richard White is a financial advisor with Equitable Advisors in Katy, Texas, holding a Series 66 designation and 26 years of industry experience. He has been with Equitable Advisors since 1999, having also worked with Axa Advisors, LLC during overlapping years. Outside of his advisory role, he is a member of the Rotary Club of Katy and serves as executor and trustee for his spouse’s estate. Equitable Advisors provides financial planning, retirement-plan support, and asset management services to individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm operates a hybrid referral and implementation model, utilizing third-party asset managers and offering both advisory and brokerage 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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Jason F

Series 66

Houston, TX

Equitable Advisors

Jason Ferworn is a financial advisor at Equitable Advisors in Houston, TX, holding a Series 66 designation. He has less than one year of industry experience. His prior work includes roles outside of financial services, including positions at The Academy at Frisco, Wright Asphalt Products Co, and Aquatic Management of Houston. Equitable Advisors serves a broad mix of 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 as both an SEC-registered investment adviser and a broker-dealer and works extensively with 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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Jose S

Series 66

Houston, TX

Equitable Advisors

Jose Salgado is a financial advisor with Equitable Advisors in Houston, TX, holding a Series 66 designation and three years of industry experience. He previously worked at Molly Ward and Tate Lowe and has a diverse background including roles in education and self-employment. Salgado is also registered as a sales assistant with Molly Ward and Tate Lowe. Equitable Advisors serves a broad 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, utilizing a hybrid referral and implementation model.

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

Series 66

Houston, TX

Equitable Advisors

Carson Smith is a financial advisor at Equitable Advisors in Houston, TX, holding a Series 66 designation with one year of industry experience. Prior to joining Equitable Advisors, he worked at the Mark & Paula Hurd Welcome Center as a student assistant. 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 broad roster of third-party asset managers. The firm operates a hybrid referral and implementation model, offering 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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Austin W

Series 63, Series 65

Houston, TX

Equitable Advisors

Austin Webb is a financial advisor with Equitable Advisors in Houston, TX, holding Series 63 and Series 65 licenses and having 10 years of industry experience. He has worked at Equitable Advisors since 2016, including its predecessor Axa Advisors. His other business activities include involvement in various outside insurance ventures. Equitable Advisors serves a diverse client base, 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, operating primarily through LPL-sponsored programs and endorsed TAMPs.

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

Series 66

Houston, TX

Equitable Advisors

Perrin Langlois is a financial advisor at Equitable Advisors with 19 years of industry experience. He holds a Series 66 designation and has been with Equitable Advisors since 2005, including time when the firm operated as Axa Advisors, LLC. Outside of his advisory role, he serves as an executor and trustee of a family beneficiary trust. 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 various third-party programs. The firm employs 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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Ross W

Series 66

Houston, TX

Equitable Advisors

Ross Weidner is a financial advisor with Equitable Advisors in Houston, TX, holding a Series 66 designation and three years of industry experience. He previously attended Texas A&M University and has worked at The Home Depot. 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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Adil B

Series 63, Series 65

Houston, TX

Equitable Advisors

Adil Berrada is a financial advisor with Equitable Advisors in Houston, TX, holding Series 63 and Series 65 licenses and three years of industry experience. He has worked at Equitable Advisors since 2022 and is also self-employed in language interpretation and translation. Berrada serves as Treasurer on the volunteer Board of Directors for the Houston Interpreters & Translators Association. 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 various third-party programs. The firm operates 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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Joshua S

Series 66

Houston, TX

Equitable Advisors

Joshua Sanchez is a financial advisor at Equitable Advisors with four years of industry experience. He holds a Series 66 designation and has previously worked at Hawkins Laakso Wealth Management and AXA Advisors. Outside of his advisory role, Sanchez is involved in several community activities, including serving as Director of Socials for the Association of Latino Professionals for America and as a board member on the Student Scholarship Committee for Rio Grande Valley Gives Back. Equitable Advisors serves a diverse range of clients, including individuals, high-net-worth investors, retirement plans, and institutions, providing financial planning, broker-dealer services, and access to third-party asset management programs. The firm operates through multiple program sponsors and third-party managers, emphasizing both 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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Katherine R

Series 66

Houston, TX

Equitable Advisors

Katherine Rac is a financial advisor at Equitable Advisors with 17 years of industry experience. She holds the Series 66 designation and has worked at Equitable Advisors since 2009, including through its prior affiliation as AXA Advisors, LLC. She serves as a board member of the Harris County Domestic Violence Coordinating Council. Equitable Advisors serves a diverse client base, 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, operating as both an SEC-registered investment adviser and broker-dealer.

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

Series 65, Series 63

Houston, TX

Equitable Advisors

James Syrewicz II is a financial advisor with Equitable Advisors in Houston, TX, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. His prior roles include positions at Provident Wealth Advisors and AXA Advisors. Equitable Advisors serves a diverse client base 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 through LPL-sponsored programs and various endorsed TAMPs, providing both discretionary and non-discretionary management under defined policies.

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

Series 66

Houston, TX

Equitable Advisors

Sarah Ogle is a financial advisor with Equitable Advisors in Houston, TX, holding a Series 66 designation and 17 years of industry experience. She has been with Equitable Advisors since 2008 and previously worked at AXA Advisors, LLC from 2008 to 2020. Equitable Advisors serves individual investors, retirement plan sponsors and participants, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and a broad roster of third-party asset managers. The firm operates a hybrid referral and implementation model, offering 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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Mohammed R

Series 63, Series 65

Houston, TX

Equitable Advisors

Mohammed Rahman is a financial advisor with Equitable Advisors in Houston, TX, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, since 1999. 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, utilizing program sponsors and third-party managers to provide 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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Cameron M

Series 63, Series 65

Houston, TX

Equitable Advisors

Cameron Michalski is a financial advisor with Equitable Advisors in Houston, TX, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has worked at Equitable Advisors since 2014 and was also affiliated with Axa Advisors, LLC during part of that time. Equitable Advisors serves individual investors, retirement plan sponsors and participants, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and a broad range of third-party asset managers. The firm operates 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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Liam D

Series 66

Houston, TX

Equitable Advisors

Liam Doherty James is a financial advisor with Equitable Advisors in Houston, TX, holding a Series 66 designation and four years of industry experience. His background includes roles at Hawkins Laakso Wealth Management and multiple positions in the restaurant industry prior to his current advisory work. 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 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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Aldo O

Series 66

Houston, TX

Equitable Advisors

Aldo Ochoa is a financial advisor with Equitable Advisors in Houston, TX, holding a Series 66 designation and 19 years of industry experience. He has worked with Equitable Advisors and its predecessor, Axa Advisors, LLC, since 2006. Outside of his advisory role, Ochoa is involved as a managing partner and manager in private wealth and equity-related entities and serves as a board member of the PWG Partners 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 LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model, combining 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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Keaton S

Series 66

Houston, TX

Equitable Advisors

Keaton Shaw is a financial advisor with Equitable Advisors in Houston, TX, holding a Series 66 designation and six years of industry experience. He has worked at Equitable Advisors since 2019 and previously held roles at AXA Advisors, Hawkins Laakso Wealth Management, and RSW Technologies. Outside of finance, he was involved with Bollo Woodfired Pizza for a year. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, and institutional investors, 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 heavily on LPL-sponsored programs and endorsed 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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Tyler N

Series 66

Houston, TX

Equitable Advisors

Tyler Neal is a financial advisor at Equitable Advisors with Series 66 credentials and one year of industry experience. Prior to joining Equitable Advisors, he worked at CaddieMaster in a golf customer service role. Equitable Advisors serves a diverse range of clients including individuals, high-net-worth investors, retirement plans, 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 model that includes 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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Emily H

Series 66

Houston, TX

Equitable Advisors

Emily Hardin is a financial advisor with Equitable Advisors in Houston, TX, holding a Series 66 designation. She began her career in the industry in 2022, previously affiliated with Texas A&M University before joining Equitable Advisors. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charitable organizations, and institutions. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs through a dual-registered model as an SEC-registered investment adviser and broker-dealer.

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

Series 65, Series 63

Houston, TX

Equitable Advisors

Alexander Soler is a financial advisor with Equitable Advisors in Houston, TX, holding Series 65 and Series 63 licenses and bringing 11 years of industry experience. He has worked at Equitable Advisors since 2015 and was previously with Axa Advisors, LLC. Outside of advising, he serves as a director for Harris County Municipal Utility District No. 213-A and is a board member of the PWG Partners Foundation. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporate, charitable, and institutional clients, offering financial planning, brokerage, insurance, and access to third-party asset management programs. The firm operates primarily through LPL-sponsored programs and endorsed third-party managers, with a substantial portion of assets managed on a non-discretionary basis.

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

Series 66

Houston, TX

Equitable Advisors

Patricio Hernandez is a financial advisor at Equitable Advisors with a Series 66 credential and one year of industry experience. Prior to his current role, he held positions at Cypress Point Wealth Management and Texas Tech University. 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 various program sponsors and third-party managers, providing both advisory and brokerage solutions with a substantial portion of assets managed on a non-discretionary basis.

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

Series 66

Houston, TX

Equitable Advisors

Brian Cass is a financial advisor with Equitable Advisors in Manvel, TX, holding a Series 66 credential and 16 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, LLC, since 2009. Outside of his advisory role, Cass is a franchise owner of a Reis & Irvy’s location and serves as an exchequer for the Pearland Manvel Fresno Alumni Chapter of Kappa Alpha Psi Inc. 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 operates a hybrid advisory and brokerage model, tailoring 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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Travis W

Series 66

Houston, TX

Equitable Advisors

Travis Wise is a financial advisor with Equitable Advisors in Sugar Land, TX, holding a Series 66 designation and 15 years of industry experience. He has been with Equitable Advisors since 2010, having previously worked at Axa Advisors. Outside of his advisory role, he serves as a church preacher and part-time Bible class teacher. 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/insurance services tailored to clients’ goals, risk tolerance, and time horizons.

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

Series 63, Series 65

Houston, TX

Equitable Advisors

Yaping Chen is a financial advisor with Equitable Advisors in Sugar Land, TX, holding Series 63 and Series 65 licenses and seven years of industry experience. Prior to joining Equitable Advisors in 2023, Chen worked at NYLIFE Securities LLC, New York Life Insurance Company, and Pruco Securities, LLC. Outside of advisory work, Chen is the owner of a design-related business, T&P Design 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, offering 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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Kaleb S

Series 66

Houston, TX

Equitable Advisors

Kaleb Sanders is a financial advisor with Equitable Advisors in Houston, TX, holding a Series 66 designation and four years of industry experience. His prior work includes roles at Lubbock National Bank, Mathnasium, Stanfield Properties, and teaching positions at Texas Tech University and Friendswood High School. 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 various third-party managers and LPL programs. The firm operates a hybrid referral and implementation model, offering both advisory and brokerage 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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Rossi S

Series 66

Houston, TX

Equitable Advisors

Rossi Selvaggi III is a financial advisor with Equitable Advisors in Houston, TX, holding a Series 66 designation and beginning his advisory career in 2025. His prior work experience includes roles at Well Lived Wealth LLC, Tulane University, and various service and gig economy positions. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, and institutional investors, 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 broker-dealer, employing 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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Christopher L

Series 66

Houston, TX

Equitable Advisors

Christopher Laakso is a financial advisor with Equitable Advisors in Houston, TX, holding a Series 66 designation and 24 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, since 2001. Outside of his advisory role, he serves as committee chair for a charity golf event at Legacy Community Health and is co-trustee for a family trust. 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 various third-party managers. The firm operates a hybrid referral and implementation model, combining advisory and brokerage services with a focus on tailored client solutions.

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

CFP®, Series 66

Houston, TX

Equitable Advisors

Jonathan Powell is a CFP® professional with 15 years of industry experience, currently serving as a financial advisor at Equitable Advisors since 2010. He previously worked at Axa Advisors, LLC, and holds Series 66 registration. Outside of his advisory role, Powell serves as treasurer of Sahalee Enterprises, Inc. and is involved as a member of PWG Operations LLC and the PWG Foundation. Equitable Advisors serves a diverse client base including 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 employs a hybrid referral and implementation model, offering 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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Adam Z

Series 66

Houston, TX

Equitable Advisors

Adam Zaske is a financial advisor with Equitable Advisors in Houston, TX, holding a Series 66 designation and 15 years of industry experience. He has been with Equitable Advisors since 2010 and previously worked at Axa Advisors, LLC. Outside of his advisory role, he is a member of an acoustic band and serves on the board of the Aldine Education Foundation. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, offering financial planning and access to asset management through a hybrid model that includes third-party asset managers and advisory programs. The firm combines advisory and brokerage channels to implement client recommendations and supports both 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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Kipp H

Series 66

Houston, TX

Equitable Advisors

Kipp Horrocks is a financial advisor with Equitable Advisors in Humble, TX, holding a Series 66 designation and bringing 23 years of industry experience. He has been with Equitable Advisors since 2002 and previously worked at Axa Advisors. Outside of his advisory role, he is a board member and 50% owner of HY-VIEW Pizza, Inc., a business he has been involved with since 1990, and volunteers with Meals on Wheels Inter Faith Ministries in Houston. 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 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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Natalie H

Series 63, Series 65

Houston, TX

Equitable Advisors

Natalie Hoyt is a financial advisor with Equitable Advisors in Houston, TX, holding Series 63 and Series 65 licenses. She has one year of industry experience, having started her advisory role in 2026. Her prior work includes positions in education and retail. Equitable Advisors serves a diverse client base, 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 through a range of program sponsors and endorsed platforms.

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

Series 63, Series 65

Houston, TX

Equitable Advisors

Tate Lowe is a financial advisor with Equitable Advisors in Houston, TX, holding Series 63 and Series 65 licenses and having 10 years of industry experience. He has been with Equitable Advisors since 2015 and previously worked at Axa Advisors, LLC. Outside of his advisory role, he is involved with Well Lived Wealth, LLC. 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 various third-party asset managers. The firm uses a hybrid referral and implementation model, offering 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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