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Alex M

Series 63, Series 65

Onalaska, WI

Equitable Advisors

Alex Mashak is a financial advisor at Equitable Advisors with four years of industry experience. He holds Series 63 and Series 65 licenses. Prior to his current role, Mashak worked in various school districts in Wisconsin, including Edgar, Merrill Area, and Auburndale. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, 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 channels tailored to client goals and risk tolerance.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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Ethan A

Series 66

Onalaska, WI

Equitable Advisors

Ethan Anderson is a financial advisor with Equitable Advisors in Onalaska, WI, holding a Series 66 designation and two years of industry experience. Prior to his current role, he has been self-employed as a basketball trainer since 2021 and serves as an assistant varsity basketball coach at Onalaska High School. 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, utilizing multiple program sponsors and offering both advisory and brokerage services.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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Tarren H

Series 66

Onalaska, WI

Equitable Advisors

Tarren Hall is a financial advisor at Equitable Advisors with two years of industry experience and holds a Series 66 designation. His prior roles include positions at LL Financial LLC and BMO Bank N.A., as well as work in unrelated fields including beverage distribution and education. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, and institutions, 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 a broker-dealer, utilizing LPL-sponsored programs and endorsed TAMPs to deliver advisory and brokerage solutions.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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Todd A

Series 63, Series 65

Onalaska, WI

Equitable Advisors

Todd Anderson is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has worked at Equitable Advisors and its predecessor, AXA Advisors, since 1999. Outside of his advisory role, he is a member of the Black River Falls Rotary Club and serves as trustee for family and non-family estates. Equitable Advisors serves a diverse client base, including individuals, high-net-worth clients, retirement plans, corporations, and charitable organizations. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating as both an SEC-registered investment adviser and broker-dealer.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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