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Trevor A

Series 66

Kirkland, WA

Equitable Advisors

Trevor Alger is a financial advisor with Equitable Advisors in Kirkland, WA, holding a Series 66 designation and two years of industry experience. He previously worked at Crump Life Insurance for ten years before joining Equitable Advisors in 2023. Outside of advising, he is a co-owner of Belle Maria Salon, a hair salon in Kirkland. Equitable Advisors serves a broad client base including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and various asset management programs through a network of Investment Adviser Representatives. The firm uses a combination of proprietary and third-party advisory programs, focusing on matching clients to models or discretionary managers while providing ERISA fiduciary services to qualified plans.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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Hironori M

Series 63, Series 65

Kirkland, WA

Equitable Advisors

Hironori Mikami is a financial advisor at Equitable Advisors with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Equitable Advisors since 2011, previously working with AXA Advisors, LLC. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management services through a network of Investment Adviser Representatives, utilizing both proprietary and third-party programs.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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Adam H

Series 66

Kirkland, WA

Equitable Advisors

Adam Harvey is a financial advisor at Equitable Advisors with 22 years of industry experience. He holds the Series 66 designation and has been with Equitable Advisors since 2004, having previously operated under Axa Advisors. Harvey also has an affiliation with Harvey Capital Group DBA. Equitable Advisors serves a range of clients, including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and asset-management programs delivered through a network of Investment Adviser Representatives, utilizing a combination of proprietary and third-party investment solutions.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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Jaycob D

Series 63, Series 66

Kirkland, WA

Equitable Advisors

Jaycob Dye Kuhman is a financial advisor with Equitable Advisors in Kirkland, WA, holding Series 63 and Series 66 licenses and five years of industry experience. His prior work includes roles with Elevate Sports Ventures, the Philadelphia Eagles, and Washington State University. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, charitable organizations, and institutional clients through a network of Investment Adviser Representatives and various third-party advisory programs.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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Jack R

Series 63, Series 65

Kirkland, WA

Equitable Advisors

Jack Robel is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 credentials and six years of industry experience. He has worked at Equitable Advisors since 2020 and has prior experience including roles at Adams Moving & Delivery Service and involvement with Bishop Blanchet High School. Outside of advisory work, Robel serves as an assistant wrestling coach for the junior varsity and varsity teams at Bishop Blanchet High School. Equitable Advisors serves individuals across a broad wealth spectrum as well as institutional clients, providing financial planning, retirement plan consulting, and asset management through a network of Investment Adviser Representatives. The firm offers various advisory programs and emphasizes risk assessment and matching clients to appropriate investment models, utilizing both proprietary and third-party asset management solutions.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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