David Jeffries is a financial advisor with Equitable Advisors in Knoxville, TN, holding Series 63 and Series 65 licenses and 26 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, since 1999. Outside of his advisory role, he is a general member of the Financial Planning Association of East Tennessee and serves as executor of his mother’s will. 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 utilizes a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels tailored to clients’ goals and risk profiles.

Jillinn Wilson is a financial advisor with Equitable Advisors, holding a Series 66 designation and two years of industry experience. Prior to joining Equitable Advisors, she worked at Edward Jones and operated as an independent insurance agent. Outside of advising, she is involved with Oneill Marketing Florida and holds a health insurance agent role. 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 a range of third-party asset managers. The firm employs a hybrid referral and implementation model, providing both advisory and brokerage/insurance channels to implement client recommendations.

Michael Ogle III is a financial advisor with Equitable Advisors in Knoxville, TN, holding a Series 66 designation and three years of industry experience. His prior roles include positions at David Jeffries and Northwestern Mutual, and he has been involved with Central Baptist Bearden Church as an organist for over ten years. Outside of finance, he is active in the American Guild of Organists and operates Trey Ogle Music, providing musical entertainment for various events. 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, providing advisory and brokerage/insurance services tailored to clients’ goals, risk tolerance, and time horizons.