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Victoria B

Series 66

Kalamazoo, MI

Equitable Advisors

Victoria Brown is a financial advisor with Equitable Advisors and holds the Series 66 designation. She has one year of industry experience and a diverse background including roles in the Michigan House of Representatives, private tutoring, and work with Checker Records. Equitable Advisors serves a broad mix of individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, offering a range of financial planning, brokerage, insurance, and third-party asset management services. The firm operates through program sponsors and endorsed third-party managers, providing both discretionary and non-discretionary advisory solutions.

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

Series 66

Kalamazoo, MI

Equitable Advisors

David Ackley is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, he held roles at Western Michigan University and Alliance Beverage Distributing. 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 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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Mark H

Series 63, Series 65

Kalamazoo, MI

Equitable Advisors

Mark Hiegel is a financial advisor with Equitable Advisors in Grand Rapids, MI, holding Series 63 and Series 65 credentials and 19 years of industry experience. He has been with Equitable Advisors since 2007 and previously worked at Axa Advisors, LLC from 2007 to 2020. 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 range of third-party asset managers. 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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Emily C

Series 63, Series 66

Kalamazoo, MI

Equitable Advisors

Emily Celeski is a financial advisor with Equitable Advisors in Kalamazoo, MI. She holds Series 63 and Series 66 licenses and joined Equitable Advisors in 2026. Prior to her financial advising role, Emily has experience working with Doordash and in self-employment ventures. Equitable Advisors serves a diverse range of clients including individuals, high-net-worth investors, 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 with a dual registration 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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Carter A

Series 66

Kalamazoo, MI

Equitable Advisors

Carter Assink is a financial advisor with Equitable Advisors, holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining Equitable Advisors, he worked at J.Allen & Company and has experience in educational roles at Spring Arbor University. 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 a broker-dealer, with a focus on program sponsors and 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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Jacqueline V

Series 63, Series 66

Kalamazoo, MI

Equitable Advisors

Jacqueline Vermette is a financial advisor with Equitable Advisors in Kalamazoo, MI, holding Series 63 and Series 66 licenses and five years of industry experience. Her prior roles include positions at Oppenheimer & Co., Inc., Minnesota Life Insurance Company, and Securian Financial Advisors of Great Lakes. Before entering the financial sector, she worked at the Veteran Affairs Medical Center from 2015 to 2018. 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 multiple third-party asset managers. The firm operates a hybrid referral and implementation model, combining advisory and brokerage channels tailored to client goals and risk profiles.

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