Heather Mc Daniel is a financial advisor with Equitable Advisors in Plano, TX, holding Series 63 and Series 65 licenses and eight years of industry experience. She has worked at Equitable Advisors since 2017, previously affiliated with Axa Advisors and SIUe. Outside of her advisory role, she serves as Marketing Director for the LPGA Amateur Golf Association. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, and institutions, providing financial planning, broker-dealer services, and access to third-party asset management programs. The firm participates in LPL-sponsored programs and offers both discretionary and non-discretionary advisory services.

Mollie Greenwood is a financial advisor at Equitable Advisors in Plano, TX, with 12 years of industry experience. She holds Series 65 and Series 63 licenses and has been with Equitable Advisors since 2014, previously associated with Axa Advisors. Outside her advisory work, she serves as a board member for the volunteer committee at the Kaleidoscope Park Foundation and is a 50% partner in GEM Wealth LLC. Equitable Advisors serves a diverse range of clients, including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates through program sponsors and third-party managers, focusing on both discretionary and non-discretionary asset management.