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Hannah S

Series 66

Peoria, IL

Equitable Advisors

Hannah Schertz is a financial advisor with Equitable Advisors holding a Series 66 designation and one year of industry experience. She also co-owns Clean Crew LLC. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charitable organizations, and institutions. The firm provides 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.

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

Series 66

Peoria, IL

Equitable Advisors

Thomas Lewis is a financial advisor at Equitable Advisors with four years of industry experience. He holds the Series 66 designation and has worked at Equitable Advisors since 2022. Prior to his advisory role, he held various positions at Dick's Sporting Goods from 2018 to 2022. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates through program sponsors and endorsed third-party managers, providing both discretionary and non-discretionary advisory solutions.

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

Series 66

Peoria, IL

Equitable Advisors

Brooks Flick is a financial advisor with Equitable Advisors in Peoria, IL, holding a Series 66 designation and beginning his advisory career in 2024. Prior to joining Equitable Advisors, he worked at Target for five years. Outside of finance, he is a personal trainer at Parkside Fitness. 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, offering both advisory and brokerage services 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 K

Series 63, Series 65

Peoria, IL

Equitable Advisors

Ethan King is a financial advisor at Equitable Advisors with two years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining Equitable Advisors, he served in the US Army and worked at Raul Walters Properties. Equitable Advisors serves a diverse range of clients, including individuals, high-net-worth, 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 multiple program sponsors and endorsed platforms.

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

Series 63, Series 65

Peoria, IL

Equitable Advisors

Anthony Linthicum is a financial advisor with Equitable Advisors in Peoria, IL, holding Series 63 and Series 65 credentials and over 33 years of industry experience. He has been with Equitable Advisors and its predecessor AXA Advisors since 1999. Outside of his advisory work, Linthicum volunteers assisting with Bible study programs at the Peoria County Jail. 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 managers. The firm uses a hybrid referral and implementation model, tailoring services based on client goals, risk tolerance, and time horizon.

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

Series 63, Series 65

Peoria, IL

Equitable Advisors

Steven Christe is a financial advisor with Equitable Advisors in Peoria, IL, holding the Series 63 and Series 65 designations and bringing 37 years of industry experience. He has been with Equitable Advisors since 1999 and was previously affiliated with Axa Advisors, LLC. Outside of his advisory work, he is a member of the Peoria Producer Group Inc. and serves as a healthcare power of attorney for an immediate family member. Equitable Advisors serves individual investors, retirement plan sponsors and participants, 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 uses a hybrid referral and implementation model and offers both advisory and brokerage/insurance channels to implement client recommendations.

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

Series 66

Peoria, IL

Equitable Advisors

Joseph Worms is a financial advisor with Equitable Advisors in Peoria, IL, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Clifton Larson Allen, Compeer Financial, and Illinois State University. Outside of advising, he operates JW Lawn Services, providing lawn care services. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by offering 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 and provides both advisory and brokerage channels to implement client recommendations.

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

Series 63, Series 65

Peoria, IL

Equitable Advisors

Peter Mangieri Jr. is a financial advisor with Equitable Advisors in Peoria, IL, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He has worked at Equitable Advisors since 2016 and was previously with Axa Advisors, LLC from 2016 to 2020. Outside of his advisory role, he serves as a board member for JLM Capital LLC, a single-family real estate portfolio focused on short-term rentals. Equitable Advisors serves a diverse range of clients including individuals, high-net-worth, retirement plans, corporations, charities, and institutions. 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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Andrew T

Series 66

Peoria, IL

Equitable Advisors

Andrew Thomas II is a financial advisor with Equitable Advisors, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Menards and Duck Inn. 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 roster of third-party asset managers. The firm uses a hybrid referral and implementation model, combining advisory and brokerage/insurance channels to deliver client recommendations.

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

Series 63, Series 65

Peoria, IL

Equitable Advisors

Jeffrey Crawmer is a financial advisor with Equitable Advisors in Peoria, IL, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been with Equitable Advisors since 1999, including its predecessor Axa Advisors, Llc. Outside of his advisory work, he serves as vice president of the Brooke E. Crawmer-Joseph Foundation, a nonprofit involved in organizing fundraising events. 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, offering advisory and brokerage channels tailored to client goals, risk tolerance, and time horizon.

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