Heather Mc Daniel is a financial advisor with Equitable Advisors in Plano, TX, holding Series 63 and Series 65 licenses and having nine years of industry experience. She has worked at Equitable Advisors since 2017 and previously with Axa Advisors and SIUe. Outside of her advisory role, she serves as Marketing Director for the LPGA Amateur Golf Association’s Executive Women’s Golf Association and is a managing partner at GEM Wealth LLC. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm utilizes a variety of advisory models and third-party managers to deliver customized investment solutions, serving a broad client base from non-high-net-worth individuals to institutional clients.

Mollie Greenwood is a financial advisor with Equitable Advisors in Plano, TX, holding Series 65 and Series 63 licenses and having 12 years of industry experience. She has worked at Equitable Advisors since 2014, including when it was affiliated with Axa Advisors. Greenwood is a 50% partner in GEM WEALTH LLC and serves on the volunteer committee board of the Kaleidoscope Park Foundation. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, institutions, and charitable organizations. The firm offers a range of advisory programs and works with third-party asset managers, focusing on personalized client information and risk assessment to align clients with suitable investment models.