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Abram L

Series 63, Series 65

Lynchburg, VA

Equitable Advisors

Abram Loper is a financial advisor with Equitable Advisors in Lynchburg, VA, holding Series 63 and Series 65 licenses and having nine years of industry experience. His prior roles include positions at Mass Mutual Investors Services and Northwestern Mutual. He serves on multiple nonprofit boards in Lynchburg and is president of the Liberty University Alumni Association chapter. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to a diverse client base, including individuals and institutional clients. The firm utilizes a network of Investment Adviser Representatives and third-party programs to deliver personalized 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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Jackson E

Series 66

Lynchburg, VA

Equitable Advisors

Jackson English is a financial advisor at Equitable Advisors with two years of industry experience. He holds a Series 66 designation and has worked at Equitable Advisors since 2023. His prior work includes roles at Risen Financial, Peaks Coaching Group/FUERZA, and several country clubs. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients by providing financial planning, retirement plan consulting, and asset-management programs. The firm utilizes a variety of third-party advisory models and delivers services through a network of Investment Adviser Representatives.

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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Colin G

Series 66

Lynchburg, VA

Equitable Advisors

Colin Gardner is a financial advisor with Equitable Advisors in Lynchburg, VA. He holds the Series 66 designation and has been with Equitable Advisors since 2026. His prior experience includes roles in retail and banking sectors, as well as attending James Madison University. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to a broad client base, including individuals, institutions, and charitable organizations. The firm utilizes a variety of advisory programs and third-party asset managers to tailor 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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Maxx M

Series 66

Lynchburg, VA

Equitable Advisors

Maxx Mitchell is a financial advisor at Equitable Advisors with four years of industry experience. He holds the Series 66 designation and has previous work experience in various roles including positions at Liberty University and Indian Rocks Christian School. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party advisory 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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Mark H

Series 63, Series 65

Lynchburg, VA

Equitable Advisors

Mark Hurley is a financial advisor with Equitable Advisors in Lynchburg, VA, holding Series 63 and Series 65 credentials and six years of industry experience. His background includes a brief tenure at Edward Jones and sixteen years at Lynchburg Nissan/Mazda prior to his current role. Equitable Advisors serves a broad client base, including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a range of in-house and third-party programs. The firm emphasizes matching clients to appropriate investment models and fiduciary services, utilizing both proprietary and non-proprietary 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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Logan D

Series 66

Lynchburg, VA

Equitable Advisors

Logan Dalton is a financial advisor with Equitable Advisors in Lynchburg, VA, holding a Series 66 designation and two years of industry experience. His prior work includes roles outside financial services, such as positions at Chick-fil-A, Liberty University, and Patrick Henry Community College. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives and third-party asset managers.

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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