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Zachary B
Series 66
Minneapolis, MN
Equitable Advisors
Zachary Bollom is a financial advisor with Equitable Advisors based in Minneapolis, MN. He holds a Series 66 designation and has been with Equitable Advisors since 2026. Prior to this role, he has experience working in various educational and appraisal positions. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement consulting, and asset management programs, utilizing a network of Investment Adviser Representatives and third-party asset managers.
Riley L
Series 66
Minneapolis, MN
Equitable Advisors
Riley La Mott is a financial advisor with Equitable Advisors in Minneapolis, MN. He holds the Series 66 designation and joined the industry in 2026. Prior to entering financial advising, he has work experience at the University of Minnesota, Daily Printing Inc./Wallace Carlson, Forest Lake Automotive Group, and Clives Roadhouse. Equitable Advisors serves individual clients across wealth levels, as well as pension, profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement consulting, and asset management programs delivered through a network of Investment Adviser Representatives, utilizing both proprietary and third-party investment solutions.
Samuel S
Series 66
Minneapolis, MN
Equitable Advisors
Samuel Streetar is a financial advisor at Equitable Advisors in Minneapolis, MN, holding a Series 66 designation with one year of industry experience. His prior work includes roles at MosquitoRator and Lyman Lumber, as well as a period as a student at Iowa State University. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management through a network of Investment Adviser Representatives and third-party asset managers.
James H
Series 63, Series 65
Minneapolis, MN
Equitable Advisors
James Healy is a financial advisor with Equitable Advisors in Minneapolis, MN, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Equitable Advisors since 1999, following his tenure at Axa Advisors. Outside of his advisory role, he is involved as a sales associate with Realty Benefit Services and Dergalis Associates and is a member of Clarity Solutions Group LLC. 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 programs. The firm utilizes a range of third-party advisory models and provides ERISA fiduciary services through credentialed representatives.
Alex F
Series 66
Minneapolis, MN
Equitable Advisors
Alex Fjeld is a financial advisor at Equitable Advisors with the Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, he held various positions including roles in the hospitality and retail industries. He was involved in operating hospitality businesses such as 2 Brothers Sports Bar & Grill and Zaza's Pub & Pizzera LLC. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers a range of investment solutions through a network of Investment Adviser Representatives, utilizing third-party advisory programs and diversified investment products.
Nicholas T
Series 66
Minneapolis, MN
Equitable Advisors
Nicholas Tawil is a financial advisor with Equitable Advisors in Minneapolis, MN, holding a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, he worked at Allianz Life for five years. Outside of his advisory role, he is a self-employed musician and serves as a football coach at Providence Academy. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives and third-party managers.
Wolfgang H
Series 66
Minneapolis, MN
Equitable Advisors
Wolfgang Hilse is a financial advisor with Equitable Advisors in Minneapolis, MN, holding a Series 66 designation and possessing 12 years of industry experience. He has worked at Equitable Advisors since 2014 and was previously with Axa Advisors, LLC for six years. He serves as a board member of Gracelyn Group. 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 uses a range of advisory programs and third-party asset managers to tailor investment solutions based on client risk tolerance and needs.
Raymond E
Series 66
Minneapolis, MN
Equitable Advisors
Raymond Elderd III is a Series 66 licensed advisor at Equitable Advisors with eight years of industry experience. His prior roles include positions at First Command Advisory Services and Brocade Communications, as well as a 34-year career with the US Army and Army Reserve. Outside of his advisory work, he serves as President of the Jeffers South Townhomes Association and Treasurer of the Minnesota Chapter Military Officers Association of America. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm uses a range of advisory programs and third-party asset managers to tailor solutions across mutual funds, ETFs, separately managed accounts, and select alternative investments.
Jeff W
Series 66
Minneapolis, MN
Equitable Advisors
Jeff Wunsch is a financial advisor with Equitable Advisors in Minneapolis, MN, holding a Series 66 registration and nine years of industry experience. He has been with Equitable Advisors since 2017, including its predecessor AXA Advisors. Wunsch also operates a financial planning business under the name Woodbury Wealth Management. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management programs. The firm employs a range of advisory models and works with third-party asset managers and solutions, focusing on client risk assessment and tailored investment strategies.
David S
Series 63, Series 65
Minneapolis, MN
Equitable Advisors
David Skraba is a financial advisor with Equitable Advisors in Minneapolis, MN, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Equitable Advisors since 1999, including time when the firm operated as AXA Advisors. Skraba also operates Falcon Financial Group LLC as an outside business activity. Equitable Advisors serves a diverse client base, including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and various asset management programs through a network of Investment Adviser Representatives and third-party asset managers.
Liana W
Series 66
Minneapolis, MN
Equitable Advisors
Liana Whitlock is a financial advisor with Equitable Advisors holding a Series 66 credential. She is based in Minneapolis, MN, and has no prior industry experience. Her work history includes roles in education and marketing, as well as various positions during her college years. Equitable Advisors serves individuals ranging from non-high-net-worth to high-net-worth clients, as well as 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.
Seth B
Series 66
Minneapolis, MN
Equitable Advisors
Seth Burg is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. Prior to his current role, he has worked at Bob's Cycle Supply for seven years. Equitable Advisors serves a broad range of clients, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and various asset-management programs. The firm’s approach involves matching clients to program models or discretionary managers through a network of Investment Adviser Representatives and utilizes a combination of proprietary and third-party investment solutions.
Kyle K
Series 63, Series 65
Minneapolis, MN
Equitable Advisors
Kyle Kirsch is a financial advisor with Equitable Advisors in Minneapolis, MN, holding Series 63 and Series 65 credentials and 34 years of industry experience. He has been with Equitable Advisors and its predecessor firm AXA Advisors since 1999. Outside of his advisory role, Kirsch serves as a board director for Quinns Cup and treasurer for the Edina Flats HOA Board, among other business and fiduciary activities. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to a diverse client base including individuals, pension plans, corporations, and charitable organizations. The firm delivers advice through a network of Investment Adviser Representatives and uses a range of third-party and proprietary program models to implement client strategies.
Jay B
Series 66
Minneapolis, MN
Equitable Advisors
Jay Bibelheimer is a financial advisor with Equitable Advisors in Minneapolis, MN, holding a Series 66 designation and 19 years of industry experience. He has been with Equitable Advisors since 2006, including time when the firm operated as Axa Advisors, LLC. Equitable Advisors serves individuals ranging from non-high-net-worth to high-net-worth clients, as well as pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm offers financial planning, retirement plan consulting, and a variety of asset management programs, leveraging both proprietary and third-party solutions delivered through a large network of Investment Adviser Representatives.
Samantha I
Series 66
Minneapolis, MN
Equitable Advisors
Samantha Ims is a financial advisor with Equitable Advisors in Minneapolis, MN, holding a Series 66 designation and beginning her advisory career in 2025. Her prior experience includes roles at Canopy Financial Group and the University of St. Thomas, as well as work outside finance at IMS Contracting and Northfield Community Education. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and a variety of asset-management programs through a network of Investment Adviser Representatives. The firm utilizes third-party asset managers and advisory programs, delivering services that include mutual funds, ETFs, separately managed accounts, and select alternatives.
Brendan D
Series 66
Minneapolis, MN
Equitable Advisors
Brendan Drager is a financial advisor with Equitable Advisors in Minneapolis, MN, holding a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, he worked in various roles including at Park Valley United and Service Point Pro. Outside of his advisory work, he coaches soccer with Park Valley United. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, and charitable organizations by providing financial planning, retirement plan consulting, and asset-management programs. The firm works through a network of Investment Adviser Representatives, offering access to both proprietary and third-party investment solutions.
Brian W
Series 66
Minneapolis, MN
Equitable Advisors
Brian Wanous is a financial advisor with Equitable Advisors in Minneapolis, MN, holding a Series 66 credential and 12 years of industry experience. He has been with Equitable Advisors since 2014 and previously worked at Axa Advisors, LLC. He also operates a separate business under the name Canopy Financial Group. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management solutions. The firm utilizes a range of advisory programs and third-party managers to tailor investment strategies across mutual funds, ETFs, separately managed accounts, and select alternative investments.
Hunter A
Series 66
Minneapolis, MN
Equitable Advisors
Hunter Askland is a financial advisor at Equitable Advisors with three years of industry experience and holds the Series 66 designation. Prior to joining Equitable Advisors in 2023, he held roles in various organizations including Ferguson Enterprises, Doran Companies, and Saint Martin's University. Outside of his advisory work, he serves as a soccer referee and coach for local soccer leagues in Minnesota. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension plans, corporations, and charitable organizations. The firm utilizes a variety of investment programs and third-party managers to tailor advice and solutions for clients across different wealth levels.
Reid S
Series 66
Minneapolis, MN
Equitable Advisors
Reid Saarela is a financial advisor with Equitable Advisors in Minneapolis, MN, holding a Series 66 designation and five years of industry experience. His background includes roles at DoorDash, TLC of Duluth, and the University of Minnesota Duluth. Equitable Advisors serves a range of clients including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset management programs through a network of Investment Adviser Representatives and third-party asset managers.
Dominic S
Series 66
Minneapolis, MN
Equitable Advisors
Dominic Stencel is a Series 66-registered advisor with Equitable Advisors in Minneapolis, MN, beginning his financial advisory career in 2026. Prior to joining Equitable Advisors, he held positions outside the financial industry, including roles at Chesters Kitchen and Bar and Buffalo Wild Wings. He has also been involved with the Minnesota Youth Athletic Service since 2018. Equitable Advisors serves a broad client base, including individuals, plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management services through a network of Investment Adviser Representatives and third-party program sponsors.
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