Isaac Martinez is a financial advisor at Equitable Advisors in San Antonio, TX, holding a Series 66 designation with three years of industry experience. Prior to joining Equitable Advisors, he held roles at DoorDash and in education with Weslaco Independent School District and Our Lady of the Lake University. 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 programs. The firm operates a hybrid referral and implementation model, utilizing both advisory and brokerage channels to deliver tailored financial solutions.

Jeffrey Conflitti is a financial advisor with Equitable Advisors in San Antonio, TX, holding Series 63 and Series 65 licenses and having seven years of industry experience. His prior roles include positions at Axa Advisors, Michigan PGA, and the University of the Incarnate Word. 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 as a dual-registered SEC investment adviser and broker-dealer, working extensively with program sponsors and endorsed third-party managers to provide advisory and brokerage solutions.

Kenneth Foley is a financial advisor with Equitable Advisors in San Antonio, TX, holding a Series 66 designation and 23 years of industry experience. Prior to joining Equitable Advisors in 2024, he worked at Wells Fargo Clearing from 2016 to 2024 and Wells Fargo Advisors, LLC from 2013 to 2016. He is also the president and owner of Paradigm 20/20 Financial Strategies Group, LLC. Equitable Advisors serves a diverse client base including 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 employs a hybrid referral and implementation model, combining advisory and brokerage services, and emphasizes individualized financial planning and fiduciary engagements.

Jonah While is a financial advisor with Equitable Advisors in San Antonio, TX, holding a Series 66 designation and beginning his advisory career in 2026. His prior experience includes roles at First Commercial Bank and Ameriprise Financial Services, as well as work outside finance at Dos Rios Mexican Bar and Grill. Equitable Advisors serves a broad range of clients including individuals, high-net-worth, retirement plans, corporate, charitable, and institutional clients, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates through LPL-sponsored programs and various third-party managers to deliver advisory and brokerage solutions.

Craig Veach is a financial advisor with Equitable Advisors in San Antonio, TX, holding Series 63 and Series 65 credentials and two years of industry experience. His prior work includes roles at Andeavor, LLC and managing Veach Management for five years. He serves as a trustee to his parents' children's trust. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, and institutions, offering financial planning and brokerage services through a range of third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, frequently partnering with program sponsors and offering non-discretionary and discretionary advisory solutions.

Cristian Campos is a financial advisor with Equitable Advisors in San Antonio, TX. He holds a Series 66 designation and joined the firm in 2026. Prior to his role at Equitable Advisors, his work history includes positions with the George Gervin Youth Center and Workforce Solutions Alamo. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates extensively through program sponsors and third-party managers, offering both advisory and brokerage solutions.

David Chandler is a financial advisor with Equitable Advisors in San Antonio, TX, holding Series 63 and Series 65 licenses and seven years of industry experience. He has worked at Equitable Advisors since 2019 and previously held roles at AXA Advisors, Abilene Glass & Mirror, and Abilene Christian University. 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 variety of LPL-sponsored programs and endorsed turnkey asset management platforms.

Justin Hanna is a CFP® with 19 years of industry experience, currently serving at Equitable Advisors since 2007. His work history includes 13 years with Axa Advisors, LLC, overlapping with his tenure at Equitable. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs through a dual-registered model as an SEC-registered investment adviser and broker-dealer.

Misty Jones is a financial advisor with Equitable Advisors in San Antonio, TX, holding a Series 66 credential and one year of industry experience. Prior to joining Equitable Advisors, she was self-employed in childcare for four years. 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 uses a hybrid referral and implementation model, combining advisory and brokerage services tailored to client goals and risk tolerance.

Jared Gaddis is a financial advisor with Equitable Advisors in San Antonio, TX, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He has been with Equitable Advisors since 2011 and previously associated with Axa Advisors, LLC. Outside of his advisory role, Jared is involved in commercial, residential, and agricultural real estate investments through his ownership of MJG Real Estate, 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 utilizes a hybrid referral and implementation model, offering both advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.

Kevin Gray is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 credentials and bringing 13 years of industry experience. He has been with Equitable Advisors since 2012, including its predecessor Axa Advisors, Llc. Gray is also involved in a rental property business outside of his advisory role. 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, offering both advisory and brokerage channels tailored to clients’ goals, risk tolerance, and time horizon.

Emily Persyn is a financial advisor with Equitable Advisors in San Antonio, TX, holding a Series 66 designation and 18 years of industry experience. She has been with Equitable Advisors since 2007 and previously worked at Axa Advisors, LLC. Persyn serves as a board member of the Northside Education Foundation. 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 and a hybrid referral and implementation model.

David Dowd is a financial advisor with Equitable Advisors in San Antonio, TX. He holds a Series 66 designation and has experience in the insurance and mortgage industries, having worked at Nationwide Insurance and Nexa Mortgage. Outside of finance, he is involved in managing 24-7 Air Conditioning, where he serves in administrative and IT roles. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and asset management access through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, combining advisory and brokerage services tailored to client goals and risk tolerances.

Jose Velasco is a financial advisor with Equitable Advisors in San Antonio, TX, holding a Series 66 designation and 14 years of industry experience. He has been with Equitable Advisors since 2011, having previously worked at Axa Advisors. Outside of his advisory role, he serves as a trustee for his mother. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, providing financial planning and retirement-plan support alongside access to asset management through LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.

Angel Cantu is a financial advisor at Equitable Advisors with one year of industry experience. He holds a Series 66 designation and has a diverse background that includes roles at Bill Miller B-B-Q and The University of Texas at San Antonio. 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 as both an SEC-registered investment adviser and a broker-dealer, working extensively with program sponsors and third-party managers to deliver advisory and brokerage solutions.

Asefa Wetzel is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, Wetzel held various roles including positions at the University of Wyoming and Frontline Financial Services. Outside of advising, Wetzel works as a delivery driver for DoorDash. 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 employs a hybrid referral and implementation model and offers both advisory and brokerage/insurance services to its clients.

James Keck is a financial advisor with Equitable Advisors in San Antonio, TX, holding a Series 66 designation and 20 years of industry experience. He has been with Equitable Advisors since 2006, including the time when the firm operated as Axa Advisors. Outside of his advisory role, Keck serves as a board member and treasurer for the Sons of the Republic of Texas, Chapter #7, and is on the endowment board for Saint George Episcopal School. 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 emphasizes a delivery model that leverages LPL-sponsored programs and endorsed third-party managers, providing both advisory and brokerage solutions across discretionary and non-discretionary structures.

Carlin Green is a financial advisor with Equitable Advisors in San Antonio, TX, holding Series 63 and Series 65 licenses and seven years of industry experience. His prior work includes roles at Axa Advisors, Dynamic Systems Inc, and Quartr Circle 7 Hotel. 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 operates a hybrid referral and implementation model, offering both advisory and brokerage/insurance services tailored to client goals and risk tolerance.

William Freeman is a financial advisor at Equitable Advisors with one year of industry experience. He holds Series 63 and Series 65 licenses and previously worked at American Century Investment Services. Outside of finance, he has held various roles including positions at Chick-Fil-A and Uber Eats. Equitable Advisors serves a diverse range of clients including individuals, high-net-worth, retirement plans, corporate, charitable, and institutional clients. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating through multiple program sponsors and endorsing various advisory platforms.

Marshall Frazier is a financial advisor at Equitable Advisors with Series 66 credentials and over a decade of industry experience. He previously worked at Sanger & Altgelt, LLC for 11 years and Harvest Future Financial/Justin Hanna for two years before joining Equitable Advisors in 2025. Based in San Antonio, TX, he has been active in the financial services field since 2012. 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 operates a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to implement client recommendations.

Braden Tate is a financial advisor with Equitable Advisors in San Antonio, TX, holding a Series 66 designation and four years of industry experience. He has been with Equitable Advisors since 2021. Prior to his advisory role, his work history includes positions at Sam's Club, InstaCart, and various other employers. 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 utilizes a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.

Garret Sladek is a financial advisor with Equitable Advisors in San Antonio, TX, holding Series 63 and Series 66 licenses and eight years of industry experience. He has worked at Equitable Advisors since 2017 and previously was employed by Axa Advisors, LLC and Boerne ISD. 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.

Samuel Ribak is a financial advisor with Equitable Advisors in San Antonio, TX, holding a PFS™ designation and Series 63 and 66 licenses. He has 33 years of industry experience, including 24 years with Equitable Advisors and prior work at AXA Advisors. Ribak also operates a tax preparation practice outside of securities trading hours. 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 various third-party managers. The firm employs a hybrid referral and implementation model and offers both advisory and brokerage channels to execute client recommendations.

Daniel Langella is a financial advisor at Equitable Advisors in San Antonio, TX, holding Series 63 and Series 66 licenses with five years of industry experience. He has been with Equitable Advisors since 2020 and previously worked at Flamingo Reys and the University of Texas. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions, 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, leveraging LPL-sponsored solutions and third-party managers to provide a range of advisory and brokerage services.

Jeffrey Marshall is a financial advisor with Equitable Advisors in San Antonio, TX, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. He has been with Equitable Advisors since 2005 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 and offers both advisory and brokerage/insurance channels to support client recommendations.

Jacob Schlosser is a financial advisor at Equitable Advisors with four years of industry experience. Prior to joining Equitable Advisors in 2021, he worked in education for over a decade, including roles at Conejo Valley Unified School District and Carden Conejo School. Outside of his advisory work, Schlosser is involved in sports officiating, serving as a contracted coach and referee for Lonestar Field Hockey and as an umpire for NCAA events. 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 various third-party programs. The firm operates a hybrid referral and implementation model, leveraging external asset managers and providing both advisory and brokerage services.

Hayley Mattoon is a financial advisor with Equitable Advisors in San Antonio, TX, holding a Series 66 credential. Mattoon has been with Equitable Advisors since 2026 and has prior work experience across various industries including construction and hospitality. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, and institutional investors, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates primarily through LPL-sponsored programs and third-party managers, with a significant portion of assets managed on a non-discretionary basis.

Annelisa Longoria is a financial advisor with Equitable Advisors in San Antonio, TX, holding Series 63 and Series 65 licenses and 15 years of industry experience. She has been with Equitable Advisors since 2010, previously associated with Axa Advisors. 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 various third-party asset managers. The firm operates a hybrid referral and implementation model, combining advisory and brokerage/insurance channels to tailor services based on client goals, risk tolerance, and time horizon.

Ryan Langella is a financial advisor with Equitable Advisors in San Antonio, TX, holding Series 63 and Series 66 licenses and six years of industry experience. Prior to joining Equitable Advisors in 2020, he worked at the University of Texas at San Antonio and Flamingo Reys. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions. The firm provides financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs through a combination of advisory and brokerage solutions.

Jerald Reiner is a financial advisor at Equitable Advisors in San Antonio, TX, holding a Series 66 designation with 23 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, since 2002. Outside of his advisory role, he is listed as the director of a dormant LLC named Basketball Bob. Equitable Advisors serves a broad client base including individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm offers financial planning, retirement plan support, and access to asset management through LPL programs and third-party asset managers, operating a hybrid referral and implementation model that includes both advisory and brokerage channels.