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Bradley M

Series 66

Martinsburg, WV

Equitable Advisors

Bradley Mullins is a financial advisor at Equitable Advisors with three years of industry experience. He holds a Series 66 designation and previously worked for the Commonwealth of Virginia and as a self-employed professional. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives and third-party program sponsors.

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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Nicholas A

Series 66

Martinsburg, WV

Equitable Advisors

Nicholas Aberegg is a financial advisor with Equitable Advisors in Martinsburg, WV, holding a Series 66 credential and 19 years of industry experience. He has been with Equitable Advisors since 2007, including its predecessor AXA Advisors, LLC. Outside of his advisory role, he serves on the boards of the Eastern Panhandle WVU Alumni Association and the Eastern West Virginia Community Foundation, where he is also a scholarship committee member. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm works through a network of Investment Adviser Representatives and partners with third-party managers to offer a broad range of investment 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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Kyle A

Series 66

Martinsburg, WV

Equitable Advisors

Kyle Anderson is a financial advisor with Equitable Advisors in Martinsburg, WV, holding a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, he spent ten years at Battery Mart of Winchester, Inc. 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 various asset-management programs, utilizing a range of proprietary and third-party advisory models and investment products.

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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Andrew B

Series 63, Series 66

Martinsburg, WV

Equitable Advisors

Andrew Beckwith is a financial advisor at Equitable Advisors in Martinsburg, WV, holding Series 63 and Series 66 credentials with two years of industry experience. Prior to joining Equitable Advisors, he spent eight years at Bank of Charles Town. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients, providing financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives and third-party 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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Baylee D

Series 66

Martinsburg, WV

Equitable Advisors

Baylee Dunham is a financial advisor at Equitable Advisors with a Series 66 credential and two years of industry experience. Prior to joining Equitable Advisors, Dunham held various roles across retail and hospitality sectors. She also serves as an executor of a will and trust for her grandparents. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, institutions, and charitable organizations, offering a range of advisory programs delivered 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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Amber C

Series 66

Martinsburg, WV

Equitable Advisors

Amber Connors is a financial advisor with Equitable Advisors holding a Series 66 designation. She has less than one year of industry experience. Prior to joining Equitable Advisors, Amber’s background includes roles at Navy Federal Credit Union and various entrepreneurial ventures related to yoga, including Amber Connors Yoga Lifestyle and Dancingyogiamber LLC. Equitable Advisors serves a broad client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives, using a combination of firm programs 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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Jessica R

Series 66

Martinsburg, WV

Equitable Advisors

Jessica Reid is a Series 66 licensed financial advisor with Equitable Advisors and has one year of industry experience. Prior to joining Equitable Advisors, she worked for eight years with Berkeley County Schools and eleven years at Walmart. Equitable Advisors serves individual clients—including both non‑high-net-worth and high-net-worth individuals—as well as pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm offers financial planning, retirement plan consulting, and various asset-management programs, utilizing 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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Colin W

Series 66

Martinsburg, WV

Equitable Advisors

Colin Waldeck is a financial advisor at Equitable Advisors with Series 66 credentials and no prior industry experience. His background includes roles at Massey Hyundai and Shepherd University. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, and charitable organizations by providing financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives. The firm implements client solutions using third-party asset managers and advisory programs, offering a range of investment products including mutual funds, ETFs, separately managed accounts, and select alternative investments.

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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Lauren E

Series 66

Martinsburg, WV

Equitable Advisors

Lauren Epperly is a financial advisor with Equitable Advisors, holding a Series 66 designation and four years of industry experience. She previously worked for Truist Financial Corporation (formerly BB&T) for eight years. 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. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management programs to individuals, pension plans, corporations, charitable organizations, and other institutional clients. The firm employs a range of advisory models implemented through third-party asset managers and offers services covering mutual funds, ETFs, separately managed accounts, and select alternative investments.

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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