Frank Elgin Jr. is a financial advisor with Equitable Advisors in Richmond, VA, holding a Series 66 designation and 16 years of industry experience. He has been with Equitable Advisors since 2010, following his tenure at Axa Advisors LLC from 2010 to 2020. Equitable Advisors serves individual clients, including both non‑high-net-worth and high-net-worth individuals, as well as pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm provides financial planning, retirement plan consulting, and asset-management programs, utilizing a combination of firm-offered programs and referrals to third-party managers.

Alexander Daniel is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, he held various roles including ownership in restaurant businesses and positions at Primis Bank and Longwood University. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management through a network of Investment Adviser Representatives. The firm utilizes a range of advisory programs, many implemented by third-party managers, and offers services covering mutual funds, ETFs, separately managed accounts, and select alternative investments.

Andrew Mc Daniel is a Series 66-licensed financial advisor with Equitable Advisors in Richmond, VA, bringing two years of industry experience. Prior to joining Equitable Advisors, he worked at Guidehouse for four years and has a background that includes experience at Hess Financial and employment outside the financial sector at Chill's Grill and Bar. Equitable Advisors serves a broad client base including individual investors, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management programs. The firm uses a comprehensive advisory approach that incorporates client risk assessment and the use of third-party asset managers and model portfolios.

Christopher Hogge is a Series 66-licensed financial advisor with Equitable Advisors, based in Richmond, VA, and has two years of industry experience. Prior to joining Equitable Advisors in 2024, he worked at Cary Street Partners and Capital Financial Group. Outside of his advisory role, he volunteers as the middle school head basketball coach at Saint Patrick Catholic School. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and asset management services delivered through various advisory programs and third-party managers.

Alberta Marx is a Series 66-licensed financial advisor with two years of industry experience, currently with Equitable Advisors. She previously held roles at Morgan Stanley and Wells Fargo Clearing Service. Outside of her advisory work, she is involved with Power Global Ministries as Director of Economic Development, assisting individuals in developing business ideas for income generation. Equitable Advisors serves a broad client base, including individuals, retirement plans, and institutions, offering financial planning, retirement consulting, and asset management programs through a network of Investment Adviser Representatives. The firm employs a model-driven approach utilizing third-party asset managers and discretionary programs, focusing on a range of investment vehicles and ERISA fiduciary services.

Nicholas Osborne is a financial advisor with Equitable Advisors based in Richmond, VA, holding a Series 66 designation and three years of industry experience. He previously worked at Prudential Financial Advisers and spent nine years at Parham's Service Center, Inc. Outside of advisory work, he is involved as a sales associate with Realty Benefit Services, focusing on tax account program sales. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, institutional clients, and organizations. The firm uses a network of Investment Adviser Representatives and a range of third-party investment programs to tailor advice and portfolio management to client needs.

Alexander Howell is a financial advisor with Equitable Advisors, holding a Series 66 designation and one year of industry experience. His prior roles include positions at BlackBox Research and Jones, Swanson, Huddel & Daschbach. Equitable Advisors serves individuals—including non‑HNW and high‑net‑worth clients—corporations, pension plans, and charitable organizations, offering financial planning, retirement plan consulting, and asset-management programs. The firm leverages a network of Investment Adviser Representatives and third-party asset managers to provide customized investment solutions.

Jeremy Johnson is a financial advisor with Equitable Advisors, holding a Series 66 designation and currently beginning his career in the industry. He has prior work experience at Arrabon and a 16-year tenure at FedEx Express. He was also involved with Bon Air Baptist Church for over a decade. 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 network of Investment Adviser Representatives and third-party asset managers.

Peter Switzer is a financial advisor with Equitable Advisors in Richmond, VA, holding Series 63 and Series 66 licenses and nine years of industry experience. He has been with Equitable Advisors since 2017 and previously worked at AXA Advisors LLC and Fastsigns. He also operates a business called Community Financial Group. Equitable Advisors serves a diverse client base, including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management services. The firm utilizes both proprietary and third-party programs and offers advice across mutual funds, ETFs, separately managed accounts, and select alternative investments.

Samuel Sager is a Series 66-licensed financial advisor at Equitable Advisors with two years of industry experience. Prior to joining Equitable Advisors, he held positions at DoorDash and ABC Supply Co, and he has experience working in educational and community organizations. Equitable Advisors serves individual and institutional clients, providing financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives. The firm utilizes both proprietary and third-party models and offers a range of investment options including mutual funds, ETFs, separately managed accounts, and select alternative investments.

Richard Cota III is a financial advisor with Equitable Advisors in Richmond, VA, holding a Series 66 designation and five years of industry experience. His background includes roles in mortgage services and hospitality prior to joining Equitable Advisors in 2021. Equitable Advisors serves individual, corporate, and institutional clients with financial planning, retirement plan consulting, and various asset management programs, utilizing both proprietary and third-party investment models and offering ERISA fiduciary services through credentialed advisors.

Nicholas Yellets is a financial advisor with Equitable Advisors in Richmond, VA, holding a Series 66 designation and seven years of industry experience. Prior to joining Equitable Advisors in 2019, he held roles at AXA Advisors, Packsaddle Ridge Golf Club, Corolla Watersports, and Zocalo. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients by providing financial planning, retirement plan consulting, and asset-management programs. The firm uses a network of Investment Adviser Representatives to deliver personalized advice and access a range of third-party asset management programs and products.

David Stables IV is a financial advisor with Equitable Advisors in Richmond, VA, holding a Series 66 designation and 17 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, LLC, since 2009. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset-management programs. The firm employs a range of advisory models, including third-party sponsored programs and discretionary management, covering mutual funds, ETFs, separately managed accounts, and select alternatives.

Blake Mason is a financial advisor at Equitable Advisors in Richmond, VA, holding a Series 66 designation with four years of industry experience. Prior to joining Equitable Advisors in 2022, he spent time at the University of Mary Washington and Patrick Henry High School. Equitable Advisors serves individual clients across various wealth levels, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients, offering financial planning, retirement plan consulting, and asset-management programs. The firm utilizes a range of advisory models implemented through third-party managers and LPL-sponsored programs, focusing on personalized risk assessment and tailored investment solutions.

Matthew Mckenna is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 credentials and 18 years of industry experience. He has worked with Equitable Advisors since 2007, including its predecessor AXA Advisors. Outside of his advisory role, he serves as Director of the Warren Mckenna Foundation, a nonprofit organization that organizes 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 consulting, and asset management services to individuals, pension plans, corporations, charitable organizations, and institutional clients. The firm employs a network of Investment Adviser Representatives and uses a variety of third-party asset managers and advisory programs to implement client investment strategies.

Chiles Mason Jr. is a financial advisor at Equitable Advisors with five years of industry experience and holds a Series 66 designation. Prior to joining Equitable Advisors in 2020, he held various roles including positions at Hampden-Sydney College, Cooper-Hurley Law Firm, Mass Mutual, and Jamestowne Investments. Outside of his advisory work, he occasionally assists with the bottling process for Cirrus Vodka in Richmond, VA. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management programs. The firm utilizes a range of advisory models, often implemented through third-party managers and platforms, and offers ERISA fiduciary services to qualified plans.

Charles Altizer is a financial advisor with Equitable Advisors in Richmond, VA, holding Series 63 and Series 66 credentials and possessing 21 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, since 2004. Outside of his advisory role, he is principal and owner of AM Financial Group, which focuses on group and individual benefits including medical, health, and dental coverage, and he also serves as a financial consultant for Ashar Group Life Settlement. 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 utilizes a range of third-party advisory programs and asset managers, delivering customized investment solutions through a network of representatives.