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Seth J

Series 66

Scottsdale, AZ

Equitable Advisors

Seth Johnson is a financial advisor at Equitable Advisors in Scottsdale, AZ, holding a Series 66 designation. He has one year of industry experience and previously worked at ADP and other non-financial roles. Equitable Advisors serves a range of clients including individuals, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives and third-party asset managers.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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Daniel M

Series 66

Scottsdale, AZ

Equitable Advisors

Daniel Mc Keever V is a financial advisor with Equitable Advisors holding a Series 66 designation. He has one year of industry experience and joined Equitable Advisors in 2025. Outside of his advisory role, he is involved with his family business, The McKeever Group Inc., where he performs back office administrative duties. Equitable Advisors provides financial planning, retirement plan consulting, and asset management programs to individuals including non‑high-net-worth and high-net-worth clients, as well as pension plans, corporations, and charitable organizations. The firm leverages third-party advisory models and offers a range of investment options including mutual funds, ETFs, and alternative investments.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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Daniel E

Series 66

Scottsdale, AZ

Equitable Advisors

Daniel Eisenhour is a financial advisor with Equitable Advisors in Scottsdale, AZ, holding a Series 66 credential and one year of industry experience. Prior to joining Equitable Advisors in 2025, he worked at Walmart and attended Arizona State University. Outside of finance, he owns and operates Captured Marketing, LLC, a digital marketing firm specializing in SEO and advertising. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, and charitable organizations by offering financial planning, retirement plan consulting, and asset management programs. The firm delivers services through a network of Investment Adviser Representatives and collaborates with third-party asset managers and LPL-sponsored advisory programs.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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Levi L

Series 66

Scottsdale, AZ

Equitable Advisors

Levi Lynch is a Series 66-licensed financial advisor with Equitable Advisors in Scottsdale, AZ, bringing one year of industry experience. His prior experience includes roles at Heritage Advisors CPA LLC and several educational institutions. 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 through a network of Investment Adviser Representatives. The firm utilizes third-party asset managers and advisory programs while providing ERISA fiduciary services to qualified plans.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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Benjamin P

Series 66

Scottsdale, AZ

Equitable Advisors

Benjamin Purvis is a financial advisor with Equitable Advisors in Scottsdale, AZ. He holds a Series 66 designation and has been with Equitable Advisors since 2026. Prior to his advisory role, he has worked at PGA Tour Superstore since 2014. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and various asset management programs through its network of Investment Adviser Representatives. The firm employs a range of investment models and third-party managers and offers ERISA fiduciary services to qualified plans.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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Jake E

Series 63, Series 66

Scottsdale, AZ

Equitable Advisors

Jake Edwards is a financial advisor with Equitable Advisors in Scottsdale, AZ, holding Series 63 and Series 66 licenses and four years of industry experience. His prior roles include positions at Wells Fargo Clearing Services, Robinhood Financial, and other firms. Equitable Advisors serves a diverse client base including individuals, retirement plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives and third-party asset managers.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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John M

Series 66

Scottsdale, AZ

Equitable Advisors

John May is a financial advisor at Equitable Advisors with five years of industry experience. He holds the Series 66 designation and previously worked at Royal Alliance Associates and Pacific Capital Resource Group. Outside of advising, he is the owner of Friendly Pines Camp LLC, a third-party administrator and remitter. Equitable Advisors serves a broad 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. The firm utilizes a range of third-party managed account programs and provides ERISA fiduciary services without sponsoring its own wrap fee program.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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Logan A

Series 66

Scottsdale, AZ

Equitable Advisors

Logan Adam is a financial advisor at Equitable Advisors with one year of industry experience. He previously worked at LPL Financial LLC and JK Financial. Equitable Advisors serves individual clients—including both non‑high-net-worth and high-net-worth individuals—as well as pension plans, corporations, charitable organizations, and other institutional clients. The firm offers financial planning, retirement plan consulting, and a variety of asset-management programs delivered through a broad network of Investment Adviser Representatives.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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Jakob K

Series 66

Scottsdale, AZ

Equitable Advisors

Jakob Krygier is a financial advisor at Equitable Advisors with two years of industry experience. He holds a Series 66 credential and previously worked at PNC Bank. Krygier serves as Secretary and Officer for The Grace Foundation for the Preservation of Americana, a non-profit museum, and is a cofounder and director of AZRoots, Inc. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, charitable organizations, and institutional clients. The firm delivers advice through a network of Investment Adviser Representatives, utilizing various advisory programs and third-party asset managers.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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Philip K

Series 66

Scottsdale, AZ

Equitable Advisors

Philip Kim is a financial advisor with Equitable Advisors in Scottsdale, AZ, holding a Series 66 designation and bringing 23 years of industry experience. He has been with Equitable Advisors since 2002 and previously worked at Axa Advisors. Outside of his advisory role, he serves as Vice Chairman of the Asian Corporate & Entrepreneur Leaders and holds board positions with the Herberger Theater Center and Phoenix Symphony Orchestra. He is also an ambassador for the Translational Genomics Research Institute and participates in various community and nonprofit activities. Equitable Advisors serves a diverse client base, including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset management programs. The firm’s advisory approach involves assessing client risk tolerance to match them with program models or discretionary managers, utilizing a range of investment vehicles and third-party sponsored programs.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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Bradley K

Series 63, Series 65, Series 66

Scottsdale, AZ

Equitable Advisors

Bradley Knowlton is a financial advisor with Equitable Advisors in Scottsdale, AZ, holding Series 63, 65, and 66 licenses and two years of industry experience. His prior work includes roles at Financial Engines Advisors, The Vanguard Group, and Luminvest Wealth Management. 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 referrals.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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Joshua J

Series 66

Scottsdale, AZ

Equitable Advisors

Joshua Jenkins is a Series 66–licensed financial advisor with seven years of industry experience. He has been with Equitable Advisors since 2019 and previously worked at AXA Advisors, National Bank of Arizona, and Flagstaff Buick GMC. Jenkins is based in Scottsdale, AZ. 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, utilizing a variety of third-party and proprietary investment solutions.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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Andres R

Series 63, Series 66

Scottsdale, AZ

Equitable Advisors

Andres Rochet is a financial advisor with Equitable Advisors in Scottsdale, AZ, holding Series 63 and Series 66 licenses and one year of industry experience. Prior to joining Equitable Advisors in 2025, he attended Arizona State University and worked at Frys Food. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients by providing financial planning, retirement plan consulting, and various asset management programs. The firm’s approach involves matching clients to advisory models or discretionary managers, with offerings that include mutual funds, ETFs, separately managed accounts, and select alternative investments, supported by a network of Investment Adviser Representatives.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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Nathan W

Series 66

Scottsdale, AZ

Equitable Advisors

Nathan Werth is a financial advisor at Equitable Advisors with one year of industry experience. He holds the Series 66 designation and is based in Scottsdale, AZ. His prior experience includes roles outside the financial industry, such as positions at Ace Parking and Newbury Homes Inc. Equitable Advisors serves individuals ranging from non-high-net-worth to high-net-worth clients, as well as pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs delivered through a network of Investment Adviser Representatives and third-party managers.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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Garrett S

Series 63, Series 65

Scottsdale, AZ

Equitable Advisors

Garrett Stewart is a financial advisor with Equitable Advisors in Scottsdale, AZ, holding Series 63 and Series 65 licenses and two years of industry experience. His background includes roles at Rocket Mortgage and AmeriSave Mortgage Corporation, among others. Outside of advising, he owns Phresh LLC, works as a Myotech Trainer with EOS Fitness, and contributes to family planning efforts. Equitable Advisors serves a broad range of clients 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.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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Ryan B

Series 66

Scottsdale, AZ

Equitable Advisors

Ryan Bontorin is a financial advisor with Equitable Advisors in Scottsdale, AZ. He holds a Series 66 designation and has been with Equitable Advisors since 2026. His prior work experience includes roles in legal services and various organizations such as Hendrix Law and Timmendorf Beach Devils. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension plans, corporations, and charitable organizations. The firm utilizes a range of advisory models delivered through Investment Adviser Representatives, third-party managers, and LPL-sponsored programs.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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Leroy M

Series 63, Series 65

Scottsdale, AZ

Equitable Advisors

Leroy Moncada is a financial advisor with Equitable Advisors in Scottsdale, AZ, holding Series 63 and Series 65 credentials and having 34 years of industry experience. He has worked at Equitable Advisors and its predecessor, AXA Advisors, LLC, since 1999. Moncada serves as an associate board member for the Boys and Girls Club, is a board member for the University of Arizona Eller College of Business ethics committee, and is a 50% owner and partner of Nyce Cyber Security Solutions, LLC. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers a range of advisory programs through Investment Adviser Representatives, using both third-party asset managers and firm-sponsored offerings.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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David D

Series 66

Scottsdale, AZ

Equitable Advisors

David Debellis is a financial advisor with Equitable Advisors in Scottsdale, AZ, holding a Series 66 designation and eight years of industry experience. He previously worked at Axa Advisors and has experience outside finance, including operating a sports bar and grill. Equitable Advisors serves a diverse client base ranging from individual investors to institutional clients, providing financial planning, retirement consulting, and asset management through a network of representatives and third-party programs.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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Lucas S

Series 66

Scottsdale, AZ

Equitable Advisors

Lucas Shea is a financial advisor at Equitable Advisors with two years of industry experience. He holds the Series 66 designation and has worked previously in various roles including at Blue Cross Blue Shield and Grand Canyon University. Equitable Advisors serves a diverse client base 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 assessing client information and risk tolerance to match clients with appropriate investment models or discretionary managers, utilizing a range of mutual funds, ETFs, separately managed accounts, and select alternative investments.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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Dylan T

Series 66

Scottsdale, AZ

Equitable Advisors

Dylan Temple is a financial advisor with Equitable Advisors in Scottsdale, AZ, holding a Series 66 designation and nine years of industry experience. He has worked at Equitable Advisors since 2017 and was previously employed by Axa Advisors, LLC. Before entering the financial industry, he worked at the University of Arizona A-Store at Maingate from 2014 to 2017. Equitable Advisors serves a broad range of clients including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives and utilizes various third-party asset managers and advisory programs.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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