Robert Courtney is a Series 66-licensed financial advisor with Equitable Advisors in San Antonio, TX. He joined the firm in 2026 and has prior experience at Partners Real Estate and SP Plus, as well as roles during his education at Texas A&M University. Outside of advisory work, he has been involved with Seymour's Garage. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, and charitable organizations with financial planning, retirement consulting, and asset management. The firm uses a network of Investment Adviser Representatives and offers programs including third-party asset managers and LPL-sponsored advisory solutions.

Jeffrey Conflitti is a financial advisor with Equitable Advisors in San Antonio, TX, holding Series 65 and Series 63 licenses and seven years of industry experience. His prior work includes roles at AXA Advisors, Michigan PGA, and the University of the Incarnate Word. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management through a network of Investment Adviser Representatives and a variety of third-party and proprietary advisory programs.

Kenneth Foley is a financial advisor with Equitable Advisors, holding a Series 66 designation and bringing 24 years of industry experience. His career includes roles at Wells Fargo Clearing, Morgan Stanley, and UBS Financial Services. He is also the president and owner of Paradigm 20/20 Financial Strategies Group, LLC. Equitable Advisors serves a broad range of clients, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset-management programs. The firm’s approach involves matching clients to program models or discretionary managers, utilizing third-party asset managers and advisory programs, and offering fiduciary services to qualified plans.

Maria Perez is a financial advisor with Equitable Advisors in San Antonio, TX. She holds the Series 66 designation and has one year of industry experience. Her background includes roles at New York Life Insurance Company, American Income Life Insurance Company, and DoorDash, as well as nine years with the American Bar Association’s Pro BAR program. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by providing financial planning, retirement plan consulting, and various asset-management programs. The firm relies on third-party asset managers and advisory programs and offers services that include mutual funds, ETFs, separately managed accounts, and selected alternative investments.

Craig Veach is a financial advisor at Equitable Advisors with two years of industry experience. He holds Series 63 and Series 65 licenses and has prior experience at Veach Management and Andeavor, LLC. He also serves as a trustee to his parents' children's trust. Equitable Advisors serves a diverse client base including individuals, retirement plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management programs, utilizing a range of investment options and third-party advisory solutions.

Cristian Campos is a financial advisor with Equitable Advisors in San Antonio, TX. He holds the Series 66 designation and has less than one year of industry experience. Prior to joining Equitable Advisors, his work history includes roles outside the financial industry, including involvement with the George Gervin Youth Center. Equitable Advisors serves a range of clients from individuals to institutional investors, providing financial planning, retirement plan consulting, and asset-management programs. The firm utilizes a variety of investment models and third-party managers to tailor advice and solutions according to client needs.

David Chandler is a financial advisor with Equitable Advisors in San Antonio, TX, holding Series 63 and Series 65 licenses. He has seven years of industry experience, including prior roles at AXA Advisors, Abilene Glass & Mirror, and Abilene Christian University. Equitable Advisors serves a broad client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and various asset-management programs. The firm uses a combination of proprietary resources and third-party asset managers to deliver tailored investment solutions.

Korson Hastings is a financial advisor at Equitable Advisors holding a Series 66 designation with one year of industry experience. His prior experience includes roles at the University of Texas at Dallas and Trinity University. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, and charitable organizations by providing financial planning, retirement plan consulting, and a variety of asset-management programs. The firm utilizes a network of Investment Adviser Representatives and third-party asset managers to offer a range of investment solutions without sponsoring its own wrap fee program.

Misty Jones is a Series 66 licensed financial advisor with Equitable Advisors in San Antonio, TX, with two years of industry experience. Her background includes roles at Texas A&M University and Palo Alto College, as well as operating a self-employed childcare business. Equitable Advisors serves a broad client base, including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives and third-party program sponsors.

Nicholas La Valley is a financial advisor with Equitable Advisors based in San Antonio, TX. He holds a Series 66 designation and has been with Equitable Advisors since 2026. His prior experience includes multiple roles at Higginbotham and various positions outside the financial industry, including work in education and food service. Equitable Advisors serves individual and institutional clients, providing financial planning, retirement plan consulting, and asset management through a network of Investment Adviser Representatives. The firm utilizes a range of advisory programs and third-party managers, focusing on matching clients with appropriate investment models and fiduciary services.

Jared Gaddis is a financial advisor with Equitable Advisors in San Antonio, TX, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has been with Equitable Advisors since 2011, including its predecessor Axa Advisors. Outside of his advisory work, he owns MJG Real Estate, LLC, a business involved in commercial, residential, and agricultural real estate investments. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and various asset management programs through a network of Investment Adviser Representatives and third-party managers.

Kevin Gray is a CFP® professional with 14 years of experience in the financial advisory industry. He has been with Equitable Advisors since 2012, following prior work at Axa Advisors, LLC. Gray is based in San Antonio, TX. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement consulting, and asset management programs delivered through a network of Investment Adviser Representatives and utilizes both firm-offered and third-party advisory solutions.

David Dowd is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, he worked at Nexa Mortgage and Equity Smart Home Loans, and has over a decade of experience with Nationwide Insurance. Outside of finance, he is involved in managing a small HVAC business in San Antonio. Equitable Advisors serves a wide range of clients including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives, utilizing a variety of third-party and proprietary investment solutions.

Angel Cantu is a Series 66 licensed financial advisor with Equitable Advisors in San Antonio, TX, bringing one year of industry experience. Prior to this, he held roles at Bill Miller B-B-Q and The University of Texas at San Antonio. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party investment solutions.

Asefa Wetzel is a financial advisor with Equitable Advisors in San Antonio, TX, holding a Series 66 designation and having one year of industry experience. Prior to joining Equitable Advisors, Wetzel held various roles including positions at Frontline Financial Services and university-related services. Outside of advising, Wetzel works as a driver for DoorDash. Equitable Advisors serves a wide range of clients including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives, using both proprietary and third-party advisory models.

Carlin Green is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 credentials and eight years of industry experience. Prior to joining Equitable Advisors in 2018, Green worked at Axa Advisors, Dynamic Systems Inc, Quartr Circle 7 Hotel, and Sul Ross State University. Equitable Advisors serves a range of clients including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives, utilizing both proprietary programs and third-party asset managers.

William Freeman is a financial advisor at Equitable Advisors with one year of industry experience. He previously worked at American Century Investment Services, Inc. and has held roles outside the financial sector, including at Chick-Fil-A and Uber Eats. Equitable Advisors serves individual and institutional clients, offering financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives. The firm uses client information and risk assessment to match clients with advisory program models and third-party asset managers.

Braden Tate is a financial advisor with Equitable Advisors in San Antonio, TX, holding a Series 66 license and five years of industry experience. Prior to joining Equitable Advisors in 2021, his work history includes positions at Sam’s Club, InstaCart, and Illinois State University. Equitable Advisors serves individual clients across a range of wealth levels, pension and profit-sharing plans, corporations, and nonprofit entities, providing financial planning, retirement plan consulting, and asset management through a network of Investment Adviser Representatives. The firm uses a variety of third-party advisory programs and emphasizes matching clients to investment models based on their risk tolerance and financial goals.

Garret Sladek is a financial advisor with Equitable Advisors in San Antonio, TX, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. He has worked at Equitable Advisors since 2017 and previously served at Axa Advisors, LLC. Before his advisory career, he worked with Boerne ISD from 2013 to 2017. Equitable Advisors serves a wide range of clients including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs, utilizing a combination of third-party asset managers and proprietary advisory models.

Samuel Ribak is a financial advisor with Equitable Advisors in San Antonio, TX, holding the PFS™ designation along with Series 63 and 66 licenses. He has 33 years of industry experience, including 24 years at Equitable Advisors and 18 years at AXA Advisors, LLC. Ribak also operates a tax preparation practice outside of securities trading hours. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, and charitable organizations with financial planning, retirement plan consulting, and various asset-management programs. The firm delivers advice through a network of Investment Adviser Representatives and third-party asset managers, focusing on tailored investment solutions without sponsoring its own wrap fee program.

Daniel Langella is a financial advisor with Equitable Advisors in San Antonio, TX. He holds Series 63 and Series 66 credentials and has six years of industry experience. Prior to joining Equitable Advisors in 2020, he worked at Flamingo Reys and attended the University of Texas. 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 employs a range of advisory programs and works with third-party asset managers and LPL-sponsored programs to deliver investment solutions.

Jeffrey Marshall is a financial advisor with Equitable Advisors in San Antonio, TX, holding Series 63 and Series 66 licenses and possessing 30 years of industry experience. He has been with Equitable Advisors since 2005, including time with its predecessor, Axa Advisors. His outside business activities include various insurance brokerage contracts. Equitable Advisors serves a diverse client base, including individuals, retirement plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset-management programs through a network of Investment Adviser Representatives. The firm utilizes a range of third-party advisory models and provides ERISA fiduciary services, without sponsoring its own wrap fee program or advertising hypothetical performance.

Jacob Schlosser is a financial advisor with Equitable Advisors in San Antonio, TX, holding Series 63 and Series 66 licenses and four years of industry experience. Prior to joining Equitable Advisors in 2021, he worked in the education sector for over a decade. Schlosser also serves as a contracted coach and referee for Lonestar Field Hockey and as an NCAA umpire. Equitable Advisors provides financial planning, retirement consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm’s approach involves assessing client risk and matching them to proprietary or third-party advisory programs, covering a range of investment products including mutual funds, ETFs, separately managed accounts, and select alternatives.

Hayley Mattoon is a financial advisor with Equitable Advisors in San Antonio, TX. She holds a Series 66 designation and has been with Equitable Advisors since 2026. Prior to her current role, she worked in various industries including construction and hospitality. Equitable Advisors serves individual clients across wealth levels, pension and profit-sharing plans, corporations, charitable organizations, and other institutions. The firm offers financial planning, retirement plan consulting, and asset management through a network of Investment Adviser Representatives, utilizing both proprietary programs and third-party asset managers.

Annelisa Longoria is a financial advisor with Equitable Advisors in San Antonio, TX, holding Series 63 and Series 65 registrations and bringing 16 years of industry experience. She has worked with Equitable Advisors since 2010, including during its affiliation as Axa Advisors. 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 uses a range of advisory programs, including third-party asset managers and LPL-sponsored options, focusing on aligning client information and risk tolerance with appropriate investment models.

Ryan Langella is a financial advisor with Equitable Advisors in San Antonio, TX, holding Series 63 and Series 66 licenses. He has six years of industry experience, including prior roles at the University of Texas at San Antonio and Flamingo Reys. Equitable Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement consulting, and asset-management programs through a network of representatives and uses a mix of firm-offered and third-party advisory solutions.

Jerald Reiner is a Series 66 licensed financial advisor with 24 years of industry experience, currently working at Equitable Advisors in San Antonio, TX since 2002. Prior to the firm's rebranding, he was associated with Axa Advisors, LLC for 18 years. He is listed as the director of a dormant LLC called Basketball Bob. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm employs a range of advisory models and third-party asset managers to deliver customized investment solutions.