Kathleen Mc Afee is a financial advisor with Equitable Advisors, holding Series 63 and Series 66 credentials and eight years of industry experience. She has worked at Equitable Advisors since 2017 and has prior experience with AXA Advisors and Kimbelry Phillips Financial LLC. Outside of advising, she serves as treasurer for a family farm and is the controlling shareholder of KAMM Financial LLC. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm utilizes a range of advisory models and third-party asset managers to deliver customized investment solutions without sponsoring its own wrap fee program.

Alex Matz is a financial advisor at Equitable Advisors with four years of industry experience and holds the Series 66 designation. He has worked at multiple institutions including Kimberly Phillips Financial LLC and Firefighters Credit Union, and is a controlling shareholder of KAMM Financial, an outside business. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, institutional clients, and charitable organizations. The firm utilizes a network of Investment Adviser Representatives and offers various advisory programs and third-party asset management solutions.