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Riley L
Series 66
Minneapolis, MN
Equitable Advisors
Riley La Mott is a financial advisor at Equitable Advisors in Minneapolis, MN, holding a Series 66 designation with one year of industry experience. Prior to joining Equitable Advisors, Riley attended the University of Minnesota and held positions at several local businesses including Daily Printing Inc./Wallace Carlson and Forest Lake Automotive Group. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm utilizes LPL-sponsored programs and various endorsed TAMPs to deliver advisory and brokerage 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. Prior to joining Equitable Advisors in 2025, his work experience includes roles at MosquitoRator, Lyman Lumber, and Iowa State University. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, providing 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 a broker-dealer, collaborating extensively with program sponsors and third-party managers to offer advisory and brokerage solutions.
Alex J
Series 66
Minneapolis, MN
Equitable Advisors
Alex Jacobson is a financial advisor with Equitable Advisors in Minneapolis, MN. He holds a Series 66 designation and has one year of industry experience. Prior to joining Equitable Advisors, his work history includes roles in construction, retail, and education. Equitable Advisors serves a diverse client base, including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, working extensively with program sponsors and managers to provide advisory and brokerage solutions.
James H
Series 63, Series 65
Minneapolis, MN
Equitable Advisors
James Healy is a financial advisor with Equitable Advisors in Chaska, MN, holding Series 63 and Series 65 credentials and 39 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, since 1999. Outside of his advisory work, Healy 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 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 managers. The firm employs a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.
Alex F
Series 66
Minneapolis, MN
Equitable Advisors
Alex Fjeld is a financial advisor at Equitable Advisors in Minneapolis, MN, holding a Series 66 designation. He has one year of industry experience, having joined Equitable Advisors in 2026. Prior to his current role, his background includes positions at Northwestern Mutual and involvement in hospitality businesses such as 2 Brothers Sports Bar & Grill and Zaza's Pub & Pizzera LLC. 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, working extensively with program sponsors and third-party managers to deliver advisory and brokerage solutions.
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 diverse client base including individuals, high-net-worth clients, retirement plans, corporates, 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 and utilizes various sponsored and endorsed programs to deliver advisory and brokerage solutions.
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 12 years of industry experience. He has worked at Equitable Advisors since 2014 and was previously associated with Axa Advisors, LLC. Outside of his advisory role, he serves as a board member of the Gracelyn Group. 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 employs a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.
Raymond E
Series 66
Minneapolis, MN
Equitable Advisors
Raymond Elderd III is a financial advisor with Equitable Advisors in Prior Lake, MN, holding a Series 66 credential and eight years of industry experience. His prior work includes roles at First Command Advisory Services, Inc., and Brocade Communications Inc., as well as a 34-year career in the US Army and Army Reserve. Outside of advising, he serves as president of a homeowners association and treasurer for the Minnesota Chapter of the Military Officers Association of America. Equitable Advisors serves a diverse client base including individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm offers financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers, using a hybrid referral and implementation model.
Jeff W
Series 66
Minneapolis, MN
Equitable Advisors
Jeff Wunsch is a financial advisor at Equitable Advisors in Minneapolis, MN, holding a Series 66 designation with nine years of industry experience. He has been with Equitable Advisors since 2017, including time under the AXA Advisors, LLC name. Wunsch operates a separate business as Woodbury Wealth Management. Equitable Advisors serves a diverse client base that includes individuals, high-net-worth clients, retirement plans, corporate entities, charities, and institutions. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs through a dual registration as an SEC-registered investment adviser and broker-dealer.
David S
Series 63, Series 65
Minneapolis, MN
Equitable Advisors
David Skraba is a financial advisor at Equitable Advisors with 33 years of industry experience. He has held Series 63 and Series 65 licenses and has worked at Equitable Advisors since 1999, previously affiliated with AXA Advisors, LLC. He also operates a business under the name Falcon Financial Group LLC. 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/insurance channels to meet client needs.
Liana W
Series 66
Minneapolis, MN
Equitable Advisors
Liana Whitlock is affiliated with Equitable Advisors and holds a Series 66 credential. She has no prior experience in the financial industry. Her background includes work and education experiences primarily in non-financial roles. 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 third-party asset management programs through a dual-registered investment adviser and broker-dealer model.
Kyle K
Series 63, Series 65
Minneapolis, MN
Equitable Advisors
Kyle Kirsch is a financial advisor at Equitable Advisors with 34 years of industry experience. He has been with the firm and its predecessor, AXA Advisors, since 1999. Outside of his advisory role, Kirsch serves as a board director for Quinns Cup and holds various trustee and treasurer positions in community organizations. Equitable Advisors serves a broad range of clients, including individuals, high-net-worth individuals, retirement plans, and institutions, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates primarily through program sponsors and endorsed third-party managers, offering both advisory and brokerage solutions with a focus on LPL-sponsored programs.
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 and previously worked at Axa Advisors, LLC. 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 employs a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels tailored through a detailed client intake process.
Samantha I
Series 66
Minneapolis, MN
Equitable Advisors
Samantha Ims is a financial advisor with Equitable Advisors in Minneapolis, MN. She holds a Series 66 designation and has been in the industry since 2024. Her background includes roles at Canopy Financial Group and the University of St. Thomas, as well as experience in education and contracting. 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 third-party programs. The firm operates a hybrid referral and implementation model, combining advisory and brokerage services tailored to client goals and risk tolerance.
Daniel J
Series 63, Series 66
Minneapolis, MN
Equitable Advisors
Daniel Johnson is a financial advisor at Equitable Advisors with 19 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Thrivent Financial and Thrivent Investment Management for 10 years. Outside of his advisory role, he serves as an assistant scout master for Troop 582, teaching life skills and leading outdoor activities for youth. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients by providing 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 and utilizes LPL-sponsored programs and endorsed third-party managers to deliver advisory and brokerage solutions.
Brendan D
Series 66
Minneapolis, MN
Equitable Advisors
Brendan Drager is a financial advisor at Equitable Advisors with one year of industry experience. He holds a Series 66 designation and has prior work experience that includes roles at Steel Bender Brewyard and Albuquerque Public Schools. Outside of financial advising, he serves as a soccer coach with Park Valley United. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charitable organizations, and institutions. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating through a combination of advisory and brokerage 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 designation and 11 years of industry experience. He has been with Equitable Advisors since 2014 and previously worked at Axa Advisors. Wanous also operates under the DBA Canopy Financial Group. 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 a broad range of third-party asset managers. The firm uses a hybrid referral and implementation model that incorporates both advisory and brokerage channels to deliver tailored client solutions.
Hunter A
Series 66
Minneapolis, MN
Equitable Advisors
Hunter Askland is a financial advisor with Equitable Advisors in Minneapolis, MN, holding a Series 66 designation and two years of industry experience. Prior to joining Equitable Advisors in 2023, he worked at Ferguson Enterprises and Doran Companies. Outside of his advisory role, he is involved in youth soccer as a referee and coach. 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 client intake process to tailor services and offers a hybrid referral and implementation model that includes both advisory and brokerage/insurance channels.
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 four years of industry experience. Prior to his current role, he worked at DoorDash and has experience in education and outdoor services. 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 employs a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.
Dominic S
Series 66
Minneapolis, MN
Equitable Advisors
Dominic Stencel is a financial advisor with Equitable Advisors in Minneapolis, MN. He holds a Series 66 designation and has been with the firm since 2026. Prior to joining Equitable Advisors, he worked in the restaurant industry and has been involved with Minnesota Youth Athletic Service. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs through a dual-registered delivery model.
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