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Bradley M
Series 66
Martinsburg, WV
Equitable Advisors
Bradley Mullins is a financial advisor with Equitable Advisors, holding a Series 66 designation and two years of industry experience. Prior to joining Equitable Advisors, he was self-employed for five years and worked for the Commonwealth of Virginia for three years. 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 third-party asset managers. The firm uses a hybrid referral and implementation model and offers both advisory and brokerage/insurance channels to implement client recommendations.
Nicholas A
Series 66
Martinsburg, WV
Equitable Advisors
Nicholas Aberegg is a financial advisor with Equitable Advisors in Martinsburg, WV, holding a Series 66 designation and 18 years of industry experience. He has been with Equitable Advisors and its predecessor AXA Advisors since 2007. Outside of his advisory work, he serves on the boards of the Eastern Panhandle WVU Alumni Association and the Eastern West Virginia Community Foundation, where he is also involved in scholarship committee activities. 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 a range of third-party asset managers and LPL programs. The firm operates a hybrid referral and implementation model, offering both advisory and brokerage channels to implement client recommendations.
Kyle A
Series 66
Martinsburg, WV
Equitable Advisors
Kyle Anderson is a financial advisor at Equitable Advisors with one year of industry experience. Prior to joining Equitable Advisors, he worked for ten years at Battery Mart of Winchester, Inc. He holds the Series 66 designation. Equitable Advisors serves a diverse client base including 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 a dual-registered SEC investment adviser and broker-dealer, utilizing LPL-sponsored programs and endorsed TAMPs to deliver advisory and brokerage solutions.
Andrew B
Series 63, Series 66
Martinsburg, WV
Equitable Advisors
Andrew Beckwith is a financial advisor with Equitable Advisors in Martinsburg, WV. He holds Series 63 and Series 66 licenses and has nine years of industry experience, including eight years at Bank of Charles Town before joining Equitable Advisors. 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 uses a hybrid referral and implementation model, combining advisory, brokerage, and insurance channels to tailor services based on client goals, risk tolerance, and time horizon.
Baylee D
Series 66
Martinsburg, WV
Equitable Advisors
Baylee Dunham is a financial advisor at Equitable Advisors with a Series 66 designation and two years of industry experience. Prior to joining Equitable Advisors in 2024, Dunham held roles in various industries including retail and food service. Dunham also serves as executor of a will and trust for grandparents. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, 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, delivering advisory and brokerage solutions primarily through LPL-sponsored programs and endorsed third-party managers.
Amber C
Series 66
Martinsburg, WV
Equitable Advisors
Amber Connors is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, she worked at Navy Federal Credit Union and has been involved in personal business ventures related to yoga and lifestyle coaching. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, and institutional entities, offering a range of advisory, brokerage, and insurance services. The firm collaborates extensively with third-party asset managers and program sponsors to deliver tailored financial solutions.
Jessica R
Series 66
Martinsburg, WV
Equitable Advisors
Jessica Reid is a financial advisor with Equitable Advisors in Martinsburg, WV. She holds a Series 66 designation and has one year of industry experience. Prior to joining Equitable Advisors, she worked at Berkeley County Schools for eight years and Walmart for eleven years. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, 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, often delivering solutions through LPL-sponsored programs and endorsed TAMPs.
Colin W
Series 66
Martinsburg, WV
Equitable Advisors
Colin Waldeck is a financial advisor at Equitable Advisors with a Series 66 credential and less than one year of industry experience. His prior work includes roles at Massey Hyundai and teaching positions at Shepherd University and Jefferson High School. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, 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, operating as both an SEC-registered investment adviser and broker-dealer.
Lauren E
Series 66
Martinsburg, WV
Equitable Advisors
Lauren Epperly is a financial advisor with Equitable Advisors in Martinsburg, WV, holding a Series 66 designation and four years of industry experience. She previously worked at Truist Financial Corporation from 2013 to 2021 before joining Equitable Advisors in 2021. Outside of her advisory role, she serves on the board of the Panhandle Home Health Puttin' Tournament Committee and is involved with local community organizations including the Junior League of the Eastern Panhandle and youth sports clubs. 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 channels to meet client needs.
Kaleigh W
Series 66
Martinsburg, WV
Equitable Advisors
Kaleigh Weatherholtz is a financial advisor with Equitable Advisors, holding a Series 66 designation and one year of industry experience. She has worked previously as a non-registered assistant and has experience in education and community sports organizations. 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, delivering solutions through LPL-sponsored programs and endorsed third-party managers.
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