Megan Koopman is a CFP®-certified financial advisor at Equitable Advisors with 20 years of industry experience. She previously worked at Next Financial Group Inc for 15 years and Woodbury Financial Services, Inc. for two years. Outside of her advisory role, she serves as Secretary for the Arizona Sailing Foundation, a community sailing and education organization based in Tempe, AZ. Equitable Advisors serves individual and institutional clients with financial planning, retirement plan consulting, and asset-management programs. The firm utilizes a range of third-party advisory platforms and provides ERISA fiduciary services, focusing on matching clients to program models or discretionary managers without sponsoring its own wrap fee program.

Adam Cooley is a financial advisor with Equitable Advisors in Phoenix, AZ, holding a Series 66 designation and seven years of industry experience. Prior to joining Equitable Advisors, he worked at AXA Advisors and has experience in the restaurant industry as well as at The University of Arizona. Outside of his advisory role, Cooley is involved in real estate ventures, including partnerships in entities focused on house flipping and Airbnb management. Equitable Advisors serves a broad client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement consulting, and asset management programs delivered through a network of investment adviser representatives and utilizes both proprietary and third-party investment solutions.

Youssef Elkamash is a financial advisor at Equitable Advisors with three years of industry experience. He holds Series 63 and Series 66 credentials. Outside of his advisory work, he is a swim clinician with Fiitter & Faster and works as a driver for Lyft in Phoenix, AZ. Equitable Advisors serves individual and institutional clients, offering financial planning, retirement plan consulting, and asset management programs delivered through a network of Investment Adviser Representatives. The firm utilizes a range of proprietary and third-party advisory models and provides ERISA fiduciary services to qualified plans.