Austin Poythress is a financial advisor with Equitable Advisors in Raleigh, NC, holding a Series 66 designation and bringing 10 years of industry experience. He has worked with Equitable Advisors since 2016 and was previously with AXA Advisors, LLC. He also operates a business under the name Legacy Wealth Strategies. 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 various asset-management programs, utilizing both proprietary and third-party investment solutions delivered through a large network of Investment Adviser Representatives.

Benjamin Woodard Jr. is a financial advisor with Equitable Advisors in Raleigh, NC, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 52 years of industry experience, including 27 years at Equitable Advisors and 21 years at Axa Advisors, LLC. He is also approved to conduct insurance business with carriers outside of the Equitable network. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and a range of asset-management programs through a network of Investment Adviser Representatives, utilizing both in-house and third-party investment solutions.

Zachary Merritt is a financial advisor with Equitable Advisors in Raleigh, NC, holding a Series 66 credential and one year of industry experience. He has previously worked at several financial firms including Lincoln Financial Securities, Bank of America, and Merrill Lynch. Outside of his advisory role, Merritt assists with family business consulting and serves as a Notary Public. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension plans, corporations, and charitable organizations. The firm utilizes a range of advisory models and third-party asset managers to deliver tailored investment solutions.

Ryder Seiz is a financial advisor with Equitable Advisors in Raleigh, NC, holding a Series 66 designation and three years of industry experience. Prior to joining Equitable Advisors in 2023, his work history includes roles at DoorDash and UNC Aquatics. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm utilizes a range of advisory models implemented by third-party sponsors and offers access to mutual funds, ETFs, separately managed accounts, and select alternative investments.

Parker Tanner is a financial advisor with Equitable Advisors in Raleigh, NC, holding a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors in 2025, he worked at Lowe's Home Improvement in various roles. Equitable Advisors serves individuals across wealth levels, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients by providing financial planning, retirement plan consulting, and asset management programs. The firm utilizes a network of Investment Adviser Representatives and offers a range of third-party advisory models, focusing on personalized risk assessment and matching clients to suitable investment solutions.

Rushil Patel is a financial advisor with Equitable Advisors in Raleigh, NC. He holds the Series 66 designation and has experience working at firms including Northern Trust, PriceWaterhouseCoopers, and AXA Advisors. Patel is also involved with Peak Shift Holdings, LLC. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to a diverse client base including individuals, pension plans, corporations, and charitable organizations. The firm utilizes a range of advisory programs and third-party managers to tailor investment solutions based on client risk tolerance and objectives.

Calvin Dunham is a financial advisor at Equitable Advisors with Series 66 registration and one year of industry experience. Prior to joining Equitable Advisors, he held various roles in the food service industry and worked at East Carolina University. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, and charitable organizations with financial planning, retirement plan consulting, and asset-management programs. The firm utilizes a range of advisory models and third-party managers to deliver customized investment solutions.

Wednesday Cox is a Series 66-licensed financial advisor with one year of industry experience, currently practicing at Equitable Advisors in Raleigh, NC. Prior to joining Equitable Advisors, she worked in education for over two decades, including roles at Cherry Creek School District and Brunswick County School District, and was involved with Evolution Labs, Inc. outside of the financial services sector. Equitable Advisors serves a diverse client base, including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management programs through a broad network of Investment Adviser Representatives. The firm emphasizes matching clients to appropriate program models and discretionary managers, utilizing third-party asset managers and various advisory platforms.

Bryan Crolla is a financial advisor with Equitable Advisors in Raleigh, NC, holding Series 63 and Series 65 credentials and 14 years of industry experience. He has been with Equitable Advisors since 2012, including time when the firm was known as Axa Advisors. Outside of his advisory role, he is involved with Oakbridge Financial Group, LLC as a partner and managing member, and also works as a sales associate for Reality Benefits Services and Dergalis Associates LLC, focusing on ancillary insurance products. Equitable Advisors serves individual clients across a broad range of wealth levels, as well as pension plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management programs. The firm’s approach involves personalized risk assessment and matching clients to third-party advisory programs or discretionary management options.

Nathan Podbielski is a financial advisor with Equitable Advisors in Raleigh, NC. He holds the Series 66 designation and has one year of industry experience. Prior to joining Equitable Advisors, his work history includes roles in various service and retail positions. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm’s approach includes utilizing third-party asset managers and advisory programs, offering a range of investment options including mutual funds, ETFs, separately managed accounts, and select alternative investments.

Michael Wilson is a financial advisor with Equitable Advisors in Raleigh, NC, holding Series 63 and Series 65 licenses and having 13 years of industry experience. He has been with Equitable Advisors since 2013, including a prior affiliation with Axa Advisors. Outside of his advisory role, he serves as managing partner of Oakbridge Financial Group, LLC. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm’s offerings include both proprietary programs and third-party asset manager referrals, serving a diverse client base through a network of Investment Adviser Representatives.

Angela Mackinnon is a financial advisor with Equitable Advisors in Raleigh, NC, holding Series 63 and Series 65 licenses and having seven years of industry experience. Her work history includes roles at Equitable Advisors, W&S Brokerage Services, Omnistar Financial Group, and periods of self-employment. She serves as Vice President on the executive board of a Child Development Center in Wilmington, NC. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm utilizes a variety of advisory models implemented through third-party managers and programs, offering a broad range of investment products and ERISA fiduciary services.

Alyssa Potts is a financial advisor at Equitable Advisors in Raleigh, NC, holding a Series 66 designation with less than one year of industry experience. Her prior work experience includes roles in the United States Navy, retail, and the hospitality sectors. Equitable Advisors serves a broad range of clients, including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and various asset management programs. The firm utilizes a network of Investment Adviser Representatives to deliver customized investment solutions, often implementing models through third-party managers and providing fiduciary services to qualified plans.

Amanda Penrose is a financial advisor with Equitable Advisors in Raleigh, NC, holding a Series 66 designation and having three years of industry experience. Prior to joining Equitable Advisors, she worked at Oakbridge Financial Group and Dillon Burdette. In addition to her advisory work, she owns and operates Amanda Michele Photography. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, and charitable organizations by providing financial planning, retirement plan consulting, and asset-management programs. The firm employs a network of Investment Adviser Representatives and relies on both proprietary and third-party investment solutions, including discretionary portfolio management and alternative investments.

Ellie Campion is a financial advisor at Equitable Advisors with a Series 66 designation and less than one year of industry experience. Prior to joining Equitable Advisors, she held positions at The Meeting Ground and Aquatic Management, among other roles. Equitable Advisors serves a wide range of clients including individuals, pension and profit-sharing plans, corporations, and charitable organizations by providing financial planning, retirement consulting, and various asset-management programs. The firm utilizes a network of Investment Adviser Representatives to deliver services through both proprietary and third-party advisory programs.

Elijah De La Tour Dupavillon is a financial advisor at Equitable Advisors with one year of industry experience and holds a Series 66 designation. Prior to entering the financial industry, his work history includes roles in the food service sector and education. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations by providing financial planning, retirement plan consulting, and a variety of asset management programs. The firm utilizes a combination of proprietary and third-party advisory models to deliver tailored investment solutions.

William Herring is a financial advisor at Equitable Advisors with five years of industry experience. He holds the Series 66 designation and has worked at Equitable Advisors since 2021. Prior to that, he held positions at Hog Slat Inc, Southeastern Interiors, and was self-employed for a year. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients, providing financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives. The firm utilizes a range of advisory models, including third-party and proprietary offerings, and provides ERISA fiduciary services to qualified plans.

Jack Garrison is a financial advisor with Equitable Advisors in Raleigh, NC, holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining Equitable Advisors, he held roles outside the financial industry, including positions at Hanes Geo Components and Appalachian State University. Outside of his advisory work, he operates as an independent contractor landscaper through ADG Properties LLC. Equitable Advisors serves individual clients across wealth levels, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset management programs. The firm’s approach includes matching clients to program models or discretionary managers and utilizes a network of third-party asset managers alongside firm-offered programs.

Daniel Paradise is a financial advisor with Equitable Advisors in Raleigh, NC, holding a Series 66 designation and 18 years of industry experience. He has been with Equitable Advisors since 2008, previously affiliated with AXA Advisors, LLC. In addition to his advisory role, he is the managing partner of Oakbridge Financial Group, LLC. Equitable Advisors serves a wide range of clients, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and various asset management programs. The firm utilizes a network of investment adviser representatives and relies on third-party program sponsors and endorsed TAMPs for most advisory models, offering both proprietary and third-party investment solutions.

Taylor Gresham is a financial advisor with Equitable Advisors holding a Series 66 designation and two years of industry experience. Prior to joining Equitable Advisors, he worked at Securities America Advisors and Franklin Templeton. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients by offering financial planning, retirement plan consulting, and various asset-management programs. The firm uses a network of Investment Adviser Representatives and third-party managers to deliver its advisory services across multiple investment vehicles.

Timothy Nash is a financial advisor with Equitable Advisors in Raleigh, NC. He holds a Series 66 designation and has recently started his career in the financial industry, joining Equitable Advisors in 2026. Prior to his current role, he held positions at Prospera Financial Services and was affiliated with High Point University and Aquatic Management Group in various capacities. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management programs to individuals, pension plans, corporations, charitable organizations, and other institutional clients. The firm utilizes a network of Investment Adviser Representatives and third-party asset managers to deliver tailored investment solutions across mutual funds, ETFs, separately managed accounts, and select alternative investments.

Michael Langley is a financial advisor at Equitable Advisors with one year of industry experience. He holds a Series 66 designation. Prior to joining Equitable Advisors, he worked in the hospitality sector and briefly at Defender Capital. Equitable Advisors serves a broad client base including individuals, pension plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management programs delivered through a network of Investment Adviser Representatives and third-party asset managers.

Matthew Mason is a financial advisor at Equitable Advisors in Raleigh, NC, holding a Series 66 credential with less than one year of industry experience. His prior work includes roles at Ashby Furniture, Raleigh Rescue Mission, and East Carolina University. Equitable Advisors serves a diverse client base ranging from individual investors to institutional entities, providing financial planning, retirement consulting, and asset management programs through a network of Investment Adviser Representatives and partnerships with third-party managers.

Dillon Burdette is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has been with Equitable Advisors since 2015 and previously worked at Axa Advisors, LLC. Outside of his advisory role, he is a guest lecturer at NC State University’s Poole College of Management and is the owner and managing member of Oakbridge Financial Group, LLC. Equitable Advisors serves a broad client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives and third-party asset managers.

Stephen Murray is a financial advisor at Equitable Advisors in Raleigh, NC, holding a Series 66 designation with two years of industry experience. Before joining Equitable Advisors, he worked at Oakbridge Financial Group and has a background that includes roles in education and community services in the Raleigh area. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives, utilizing a range of firm-offered and third-party advisory solutions.

Alyssa Fields is a financial advisor at Equitable Advisors with one year of industry experience. She holds the Series 63 and Series 65 designations. Prior to joining Equitable Advisors, she spent six years working at Harris Teeter. Equitable Advisors serves a broad client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives, utilizing both firm-offered and third-party advisory solutions.

Juan Trujillo is a Series 66-credentialed financial advisor with 12 years of industry experience. He has worked at Equitable Advisors since 2014 and previously worked at Axa Advisors, LLC. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs, using both proprietary and third-party investment solutions.

Troy Huskey is a financial advisor with Equitable Advisors in Raleigh, NC, holding a Series 66 designation and five years of industry experience. His work history includes positions at Equitable Advisors since 2020 and previous roles at companies such as Sunset Slush and Omega Technology. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients by offering financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives. The firm’s approach involves assessing client information and risk tolerance to align clients with program models or discretionary managers, utilizing both proprietary and third-party solutions.

Logan Palmer is a financial advisor with Equitable Advisors in Raleigh, NC. He holds the Series 66 designation and has been with the firm since 2026. His background includes roles in education with Davidson County Schools, Watauga County Schools, Appalachian State University, and Ledford High School. Equitable Advisors serves a broad range of clients including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs, utilizing both proprietary and third-party solutions through a network of Investment Adviser Representatives.

Trevor Moyer is a financial advisor with Equitable Advisors in Raleigh, NC, holding a Series 66 designation and six years of industry experience. His career includes roles at Fidelity Investments, Jackson National Life, and several other firms. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives. The firm relies on third-party program sponsors and TAMPs for many advisory models and offers a range of investment products including mutual funds, ETFs, separately managed accounts, and select alternatives.