Frank Elgin Jr. is a financial advisor with Equitable Advisors in Richmond, VA, holding a Series 66 designation and 15 years of industry experience. He has worked at Equitable Advisors since 2010, including its predecessor firm Axa Advisors LLC. 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 third-party asset managers. The firm uses a hybrid referral and implementation model and offers both advisory and brokerage/insurance channels to implement client recommendations.

Alexander Daniel is a financial advisor at Equitable Advisors with a Series 66 credential and one year of industry experience. Prior to joining Equitable Advisors, he held roles in banking and the restaurant industry, including ownership interests in local dining establishments. 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 and manages substantial assets both on a discretionary and non-discretionary basis.

Andrew Mc Daniel is a financial advisor at Equitable Advisors with one year of industry experience. He holds the Series 66 designation. Prior to joining Equitable Advisors, Andrew worked at Guidehouse and Hess Financial. Outside of finance, he has experience working in the hospitality industry at Chill's Grill and Bar. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs through a delivery model that includes LPL-sponsored programs and endorsed TAMPs.

Christopher Hogge is a financial advisor with Equitable Advisors and holds the Series 66 designation. He has two years of industry experience, including roles at Cary Street Partners and Capital Financial Group. Outside of his advisory work, he volunteers as the middle school head basketball coach at Saint Patrick Catholic School in Norfolk, VA. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charitable organizations, and institutions. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating as both an SEC-registered investment adviser and a broker-dealer.

Alberta Marx is a financial advisor at Equitable Advisors with one year of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley and Wells Fargo Clearing Service. Outside of her advisory role, she serves as Director of Economic Development for Power Global Ministries, assisting individuals in developing business ideas. 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 third-party asset managers. The firm employs a hybrid referral and implementation model, offering advisory and brokerage channels tailored to client goals and risk tolerance.

Nicholas Osborne is a financial advisor at Equitable Advisors with three years of industry experience. He holds the Series 66 designation and previously worked at Prudential Financial Advisers and Parham's Service Center, Inc. Outside of his advisory role, he is involved as a sales associate for a tax account program with Realty Benefit Services. 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 a range of third-party asset managers and LPL programs. The firm utilizes a hybrid referral and implementation model that includes both advisory and brokerage channels.

Alexander Howell is a financial advisor with Equitable Advisors in Richmond, VA, holding a Series 66 designation and one year of industry experience. His prior roles include positions at BlackBox Research and Jones, Swanson, Huddel & Daschbach, as well as academic experience at Villanova University and Islesboro Central School. 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 various third-party asset managers. The firm employs a hybrid referral and implementation model, utilizing programs from LPL and other sponsors to tailor services based on client goals, risk tolerance, and time horizon.

Jeremy Johnson is a financial advisor with Equitable Advisors holding a Series 66 designation and has less than one year of industry experience. Prior to joining Equitable Advisors, he worked at Arrabon and spent 16 years at FedEx Express. He also has a background of involvement with Bon Air Baptist Church. Equitable Advisors serves a diverse range of clients including individuals, high-net-worth individuals, retirement plans, corporate, charitable, and institutional entities, 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, working extensively with program sponsors and third-party managers to offer advisory and brokerage solutions.

Peter Switzer is a financial advisor with Equitable Advisors in Richmond, VA, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. He has been with Equitable Advisors since 2017, following a brief period at AXA Advisors LLC and prior experience at Fastsigns. He also operates a separate business under the name Community Financial Group. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, and institutions, 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 LPL-sponsored programs and other endorsed third-party managers to deliver a range of advisory and brokerage solutions.

Samuel Sager is a financial advisor with Equitable Advisors in Richmond, VA, holding a Series 66 designation and two years of industry experience. His prior roles include positions at DoorDash and ABC Supply Co, as well as work with Brandermill Community Association and Longwood University. Equitable Advisors serves a diverse client base, 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 a combination of advisory and brokerage solutions, relying on LPL-sponsored programs and endorsed TAMPs to deliver services.

Richard Cota III is a financial advisor at Equitable Advisors with four years of industry experience. He holds a Series 66 designation and has worked at Equitable Advisors since 2021. His prior work experience includes roles in mortgage services, hospitality, and education. 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 asset managers and LPL programs. The firm utilizes a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.

Nicholas Yellets is a financial advisor at Equitable Advisors with seven years of industry experience and holds the Series 66 designation. His prior roles include positions at AXA Advisors, Packsaddle Ridge Golf Club, Corolla Watersports, and Zocalo. Equitable Advisors serves a diverse client base, including individuals, high-net-worth clients, retirement plans, corporate, charitable, and institutional entities, offering 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 LPL-sponsored programs and third-party managers to deliver advisory and brokerage solutions.

David Stables IV is a financial advisor with Equitable Advisors in Midlothian, VA, holding a Series 66 designation and 16 years of industry experience. He has been with Equitable Advisors since 2009 and previously worked at Axa Advisors, LLC. 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 third-party asset managers. The firm uses a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.

Blake Mason is a financial advisor at Equitable Advisors with four years of industry experience. He holds the Series 66 designation. Prior to joining Equitable Advisors in 2022, he worked at the University of Mary Washington and Patrick Henry High School. Equitable Advisors serves a broad range of clients including individuals, high-net-worth families, retirement plans, corporate, charitable, and institutional entities. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, delivering solutions through program sponsors and endorsed managers.

Matthew Mckenna is a financial advisor with Equitable Advisors in Richmond, VA, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has been with Equitable Advisors since 2007, previously affiliated with AXA Advisors, LLC. Outside of his advisory role, he serves as a director of the Warren Mckenna Foundation, organizing an annual charity golf tournament, and participates on the Saint Bridget Athletic Board to support student access to sports. Equitable Advisors provides financial planning, retirement plan support, and asset management services to individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm employs a hybrid advisory model utilizing third-party asset managers and LPL programs, offering both advisory and brokerage/insurance channels to implement client recommendations.

Chiles Mason Jr. is a financial advisor at Equitable Advisors with five years of industry experience. He holds a Series 66 designation and has worked at Equitable Advisors since 2020. Outside of his advisory role, he occasionally assists in the bottling process for Cirrus Vodka in Richmond, VA. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients by offering 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, working extensively through program sponsors and third-party managers to deliver advisory and brokerage solutions.

Charles Altizer is a financial advisor with Equitable Advisors in Richmond, VA, holding Series 63 and Series 66 licenses and possessing 21 years of industry experience. He has been with Equitable Advisors since 2004, previously operating under Axa Advisors until 2020. Outside of his advisory role, Altizer is principal and owner of AM Financial Group Benefits, focusing on group and individual benefits. 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 and various third-party asset managers. The firm uses a hybrid referral and implementation model combining advisory and brokerage channels tailored to client goals, risk tolerance, and time horizon.