Jonathan Waterman is a financial advisor with Equitable Advisors in Raleigh, NC, holding a Series 66 designation and 23 years of industry experience. He has been with Equitable Advisors since 2002, previously affiliated with Axa Advisors, LLC from 2002 to 2020. Outside of his advisory role, he is involved in guardianship and healthcare power of attorney responsibilities for his family. 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 range of third-party asset managers. The firm uses a hybrid referral and implementation model, tailoring services based on client goals, risk tolerance, and time horizon.

Stephen Scott is a financial advisor with Equitable Advisors in Raleigh, NC, holding a Series 66 designation and 24 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, LLC, since 2002. Scott also has an outside business activity related to managing a power of attorney for a family trust under Legacy Wealth Strategies. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients. The firm offers financial planning and brokerage services through a variety of third-party asset management programs and maintains dual registration as an SEC-registered investment adviser and broker-dealer.

Alfred Darakjian is a financial advisor with Equitable Advisors in Raleigh, NC, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Mass Mutual Investors Services, MassMutual Life Insurance Company, Duke University Health System, and Credit Suisse Securities LLC. He is also president of Alfred Darakjian Consulting, Inc., which provides tax and accounting services. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, offering 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 that combines advisory and brokerage/insurance channels tailored to client goals and risk tolerance.

Charles Stewart is a financial advisor with Equitable Advisors, holding a Series 66 designation and nine years of industry experience. He has been with Equitable Advisors since 2016, including time spent when the firm operated as AXA Advisors. He also conducts business under the name Legacy Wealth Strategies. Equitable Advisors serves a diverse clientele including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions. The firm provides financial planning, brokerage services, insurance distribution, and access to third-party asset management programs through a dual-registered model as both an SEC-registered investment adviser and broker-dealer.

Marcus Allen is a financial advisor with Equitable Advisors in Raleigh, NC, holding a Series 66 designation and nine years of industry experience. Prior to joining Equitable Advisors in 2017, he worked at Appalachian Ski Mountain and Appalachian State University. He also operates a business under the name Legacy Wealth Strategies. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients by providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, utilizing a model that includes LPL-sponsored programs and third-party managers to deliver advisory and brokerage solutions.

Glenn Woodlief is a financial advisor with Equitable Advisors in Raleigh, NC, holding Series 63 and Series 65 licenses and bringing 48 years of industry experience. He has been with Equitable Advisors since 1999 and previously worked with Axa Advisors, LLC. 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 various third-party asset managers. The firm employs a hybrid referral and implementation model, utilizing multiple advisory programs and emphasizes individualized client plans based on goals, risk tolerance, and time horizon.

Benjamin Kadlec is a financial advisor with Equitable Advisors in Raleigh, NC, holding Series 63 and Series 66 registrations and 19 years of industry experience. He has been with Equitable Advisors since 2013, including its predecessor AXA Advisors. Outside of his advisory role, Kadlec is a sole proprietor of Ashar Group, which provides life settlements, and serves on the Investment Policy Committee of PST Advisors, LLC. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, offering financial planning, retirement-plan support, and access to asset management through LPL and various third-party asset managers. The firm uses a hybrid referral and implementation model that combines advisory and brokerage channels to tailor services based on clients’ goals, risk tolerance, and time horizon.

Bonnie Clare Kunath is a financial advisor with Equitable Advisors in Raleigh, NC, holding Series 63 and Series 66 licenses and bringing 36 years of industry experience. She has been with Equitable Advisors since 2006 and previously worked at Axa Advisors, LLC. Outside of her advisory work, she serves as Sponsorship Chair for Festa Italiano, The Sons and Daughters of Italy in Raleigh. 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 asset managers. The firm operates a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to implement client recommendations.

Nidhi Alberti is a financial advisor with Equitable Advisors in Raleigh, NC. She holds the Series 66 designation and has one year of industry experience. Prior to joining Equitable Advisors, she worked at Travel Perk and ACI Worldwide among other roles. Outside of financial advising, Alberti owns a public relations consulting business and serves as Vice President of Membership for AMA Triangle. 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 third-party managers and LPL programs. The firm combines advisory and brokerage services with a hybrid referral and implementation model tailored to client goals and risk tolerance.