William Milton Jr. is a financial advisor at Equitable Advisors with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Equitable Advisors since 2001. Outside of his advisory work, Milton serves as Chairman of the financial stewardship committee at Mt. Moriah Missionary Baptist Church. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, charitable organizations, and other institutional clients. The firm utilizes a range of investment programs and third-party managers, focusing on tailored advice based on client risk tolerance and needs.

Daniel Dupuis is a financial advisor with Equitable Advisors in Mount Pleasant, SC, holding Series 63 and Series 65 licenses and having 23 years of industry experience. He has worked with Equitable Advisors and its predecessor, Axa Advisors, since 2002. Outside of his advisory role, he is involved in business networking groups and participates in managing commercial real estate ventures related to his financial advisory business. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management programs. The firm employs a range of advisory models implemented through third-party and proprietary programs and provides ERISA fiduciary services to qualified plans via credentialed representatives.

Huy Le is a financial advisor with Equitable Advisors, holding a Series 66 designation and bringing 13 years of industry experience. His prior roles include positions at Edward Jones, Newport Group, UBS Financial Services, and Merrill. Additionally, he operates Oak Capital Management, LLC and works as an independent agent focusing on fixed insurance products. 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’s approach involves assessing client information and risk tolerance to match clients with program models or discretionary managers, utilizing both proprietary and third-party solutions.

Colin Johannessen is a financial advisor at Equitable Advisors with 11 years of industry experience. He holds Series 63 and Series 65 licenses. His prior work includes roles at Citigroup Global Markets and Edward Jones, as well as two years as a self-employed advisor. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management programs through a network of Investment Adviser Representatives and third-party asset managers.

James Plair Jr. is a ChFC® credentialed financial advisor with 41 years of industry experience, currently practicing at Equitable Advisors since 1999. Prior to that, he was associated with Axa Advisors, LLC. In addition to his advisory work, he operates an insurance brokerage business through his sole proprietorship, James B. Plair Jr & Associates. 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 employs a model-driven approach to match clients with appropriate investment strategies and utilizes a mix of proprietary and third-party asset management platforms.

Sean Dambaugh is a financial advisor with Equitable Advisors in Mount Pleasant, SC, holding a Series 66 designation and 13 years of industry experience. He has been with Equitable Advisors since 2013 and also worked at Axa Advisors, LLC from 2013 to 2020. Outside of his advisory role, he is a partner in OCM Real Estate, LLC. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by providing financial planning, retirement plan consulting, and various asset-management programs. The firm uses a model-driven approach, often utilizing third-party asset managers and advisory programs, and offers ERISA fiduciary services to qualified plans.

George Holmes IV is a financial advisor with Equitable Advisors, holding a Series 66 designation and having 22 years of industry experience. He has been with Equitable Advisors since 2004, including time with its predecessor firm, Axa Advisors, LLC. Holmes is involved with Oak Capital Management, LLC, as well as OCM Real Estate, LLC as a partner. Equitable Advisors serves a diverse client base that includes individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives, typically utilizing third-party asset managers and advisory programs.

Charlotte Littleton is a financial advisor with Equitable Advisors in Mount Pleasant, SC, holding a Series 66 designation and two years of industry experience. Her prior roles include positions at Daniel Dupuis, Oak Capital Management, and ownership of The Blank House LLC, where she provides appraisal photography services. She is also involved with The Sustainable Warehouse, a nonprofit organization where she performs bookkeeping duties. Equitable Advisors serves individual and institutional clients with financial planning, retirement consulting, and asset-management programs. The firm implements a range of advisory models through third-party sponsors and provides ERISA fiduciary services, focusing on matching clients to suitable strategies without sponsoring its own wrap fee program.

Troy Barrentine is a financial advisor at Equitable Advisors with 31 years of industry experience. He holds the CFP® and ChFC® designations and has been with Equitable Advisors since 1999. Outside of his advisory work, he serves on the board of directors as treasurer for Portside Center, LLC. Equitable Advisors serves a broad range of clients including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and various asset management programs through its network of Investment Adviser Representatives and third-party model sponsors.