James Fesperman is a financial advisor with Equitable Advisors in Ocala, FL, holding Series 63 and Series 66 licenses and bringing eight years of industry experience. His background includes roles at J.P. Morgan Securities, Wells Fargo Mortgage, and Blackston Financial Group. Outside of financial services, he is a managing member of Rising Sun Home Care, LLC, an assisted living and home care business. Equitable Advisors serves a diverse client base ranging from individuals to institutional clients, providing financial planning, retirement plan consulting, and asset management through various programs and third-party managers.

Grant McMahon is a Series 66 licensed financial advisor with Equitable Advisors, where he has worked since 2004. He has 21 years of industry experience and previously worked under the Axa Advisors name during part of his tenure. Outside of his advisory role, he serves as Director and Managing Partner of Private Wealth Partners LLC, a separate business focusing on marketing management. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individual clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm’s approach includes matching clients to program models or discretionary managers, with a focus on third-party advisory programs and a range of investment options, including mutual funds, ETFs, and select alternative investments.

Shawn White is a financial advisor with Equitable Advisors in Ocala, FL, holding a Series 66 credential and four years of industry experience. His prior roles include work at Ayanna and the St. Petersburg Country Club, along with periods outside the workforce and as a student. Equitable Advisors serves a broad client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and various asset management programs. The firm utilizes a network of Investment Adviser Representatives and relies on third-party asset managers and advisory programs to deliver tailored investment solutions.