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Scott H
Series 66
Roseville, CA
Equitable Advisors
Scott Hilbert is a financial advisor with Equitable Advisors, holding a Series 66 designation and six years of industry experience. He has been with Equitable Advisors since 2019 and previously worked at Axa Advisors. Outside of his advisory role, he serves as Secretary/Treasurer for a local chapter of Business Networking International and acts as an administrator or executor of an estate and trustee of a family trust. 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 programs. The firm operates a hybrid referral and implementation model, offering advisory and brokerage services tailored to client goals and risk tolerance.
Mercy M
Series 66
Roseville, CA
Equitable Advisors
Mercy Maina is a Series 66-credentialed financial advisor with six years of industry experience, currently with Equitable Advisors in Roseville, CA. Her background includes roles at Tesla, various educational institutions, and the California Air Resources Board. Mercy is also involved with Impact Wealth Management, a separate wealth management activity. 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 works extensively with program sponsors and third-party managers, delivering advisory and brokerage solutions across a mix of discretionary and non-discretionary accounts.
Cortney W
Series 66
Roseville, CA
Equitable Advisors
Cortney Williams is a financial advisor with Equitable Advisors in Roseville, CA, holding a Series 66 designation and 24 years of industry experience. She has been with Equitable Advisors since 2002, including the firm's previous entity, AXA Advisors. Williams also serves as a successor trustee for multiple trusts. Equitable Advisors serves a broad mix of 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 primarily through program sponsors and third-party managers, providing both advisory and brokerage solutions with a significant portion of assets managed on a non-discretionary basis.
Michael S
Series 66
Roseville, CA
Equitable Advisors
Michael Schuler is a financial advisor with Equitable Advisors in Roseville, CA, holding a Series 66 designation and seven years of industry experience. Prior to joining Equitable Advisors, he worked at Axa Advisors and has experience in hospitality and nonprofit sectors, including roles at Pour House Restaurant and Siskiyou Family YMCA. Equitable Advisors serves a diverse client base, including individuals, high-net-worth clients, retirement plans, and institutions, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm relies on LPL-sponsored programs and endorsed third-party managers to provide a range of advisory and brokerage solutions.
Jennifer L
Series 63, Series 65
Roseville, CA
Equitable Advisors
Jennifer Littlefield is a financial advisor with Equitable Advisors in Roseville, CA, holding Series 63 and Series 65 licenses and 13 years of industry experience. She has been with Equitable Advisors since 2013, including time when the firm operated as AXA-Advisors, LLC. In addition to her advisory role, Jennifer is the owner of IWM Advisors LLC. 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.
James Y
CFP®, Series 66
Roseville, CA
Equitable Advisors
James Yancey is a CFP® professional with seven years of industry experience, currently advising clients at Equitable Advisors. He previously worked at Edward Jones for seven years and spent three years at the Sacramento Municipal Utility District. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, 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, working through program sponsors and third-party managers to deliver tailored advisory and brokerage solutions.
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