Levi Lynch is a financial advisor at Equitable Advisors with one year of industry experience. He holds the Series 66 designation and previously worked at Heritage Advisors CPA LLC. 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, utilizing various LPL-sponsored solutions and endorsed third-party platforms.

Benjamin Purvis is a financial advisor with Equitable Advisors in Scottsdale, AZ, holding the Series 66 designation. He joined Equitable Advisors in 2026 and has prior work experience at PGA Tour Superstore beginning in 2014. 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 operates as both an SEC-registered investment adviser and a broker-dealer, leveraging program sponsors and endorsed third-party managers to provide advisory and brokerage solutions.

Jake Edwards is a financial advisor with Equitable Advisors based in Scottsdale, AZ. He holds Series 63 and Series 66 licenses and has three years of industry experience, including roles at Wells Fargo Clearing Services, Robinhood Financial, and other firms. Equitable Advisors serves a broad client base including individuals, high-net-worth clients, retirement plans, and institutional investors. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, working extensively through program sponsors and endorsed platforms.

John May is a financial advisor at Equitable Advisors in Scottsdale, AZ, with five years of industry experience. He holds the Series 66 designation and has previously worked at Royal Alliance Associates and Pacific Capital Resource Group. Outside of his advisory role, he is the owner of Friendly Pines Camp LLC, a third-party administrator and remitter. 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, combining advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.

Alex Police is a financial advisor with Equitable Advisors in Scottsdale, AZ, holding a Series 66 designation and beginning his industry career in 2026. Prior to joining Equitable Advisors, he worked at Core Spaces and has diverse experience including roles at Frog & Firkin and USA Gymnastics. 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 utilizes LPL-sponsored programs and endorsed TAMPs, providing a range of advisory and brokerage solutions through various program sponsors and managers.

Logan Adam is a financial advisor at Equitable Advisors with one year of industry experience. He holds the Series 66 designation and previously worked at LPL Financial LLC and JK Financial. Outside of his advisory role, he is involved with Future Financial, LLC, a business related to LPL activities. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, and institutions. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, working extensively through program sponsors and third-party managers to provide advisory and brokerage solutions.

Jakob Krygier is a financial advisor with Equitable Advisors in Scottsdale, AZ, holding a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, he worked at PNC Bank and has been involved with nonprofit and cultural organizations, including serving as Secretary and Officer for The Grace Foundation for the Preservation of Americana and as a cofounder and director of AZRoots, Inc. He is also a member of the Ahwatukee Chamber of Commerce. 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 asset managers and LPL programs. The firm uses a hybrid referral and implementation model that combines advisory and brokerage channels to tailor services based on client goals and risk tolerance.

Philip Kim is a financial advisor with Equitable Advisors in Cave Creek, AZ, holding a Series 66 credential and 23 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, since 2002. Outside of his advisory role, Kim serves as a founding member and managing director of Signature Wealth Concepts, LLC, and holds board positions with several cultural and nonprofit organizations, including the Asian Corporate & Entrepreneur Leaders, The Herberger Theater Center, and the Phoenix Symphony Orchestra. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, providing financial planning, retirement-plan support, and asset management access through LPL programs and a range of third-party asset managers. The firm operates a hybrid referral and implementation model that integrates advisory and brokerage channels to deliver tailored client solutions.

Joshua Jenkins is a financial advisor with Equitable Advisors in Scottsdale, AZ, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at AXA Advisors and the National Bank of Arizona. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating primarily through LPL-sponsored programs and various endorsed TAMPs.

Andres Rochet is a financial advisor at Equitable Advisors in Scottsdale, AZ. He holds Series 66 and Series 63 licenses and began his career at Equitable Advisors in 2025. Prior to entering the financial industry, he attended Arizona State University and worked in retail and education sectors. Equitable Advisors serves a diverse client base, including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, providing financial planning, brokerage, insurance, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, utilizing LPL-sponsored programs and various endorsed third-party managers to deliver advisory and brokerage solutions.

Nathan Werth is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, his work history includes roles in various sectors such as hospitality, education, and real estate. 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 employs a hybrid referral and implementation model, combining advisory and brokerage services tailored to client goals and risk tolerance.

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. Prior to joining Equitable Advisors, he worked at Rocket Mortgage, Inc. for seven years. Outside of his advisory role, he owns Phresh LLC and has been a driver for Lyft since 2015. 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 through a dual SEC-registered investment adviser and broker-dealer model.

Ryan Bontorin is a financial advisor with Equitable Advisors in Scottsdale, AZ, holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining Equitable Advisors, he has worked in a variety of roles including at Hendrix Law and several sports and energy-related positions. Ryan’s background includes entrepreneurial experience running a bakery for six years. 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 operates through program sponsors and endorsed third-party managers, with a mix of discretionary and non-discretionary asset management, and participates in LPL-sponsored wrap programs.

Leroy Moncada is a financial advisor at Equitable Advisors with 34 years of industry experience. He holds Series 65 and Series 63 licenses and has been with Equitable Advisors and its predecessor AXA Advisors since 1999. Outside of advising, he serves as an associate board member for the Boys and Girls Club, is a board member of the University of Arizona Eller College of Business ethics committee, and is a 50% owner and partner in Nyce Cyber Security Solutions, LLC. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, and institutions, offering financial planning, brokerage services, insurance distribution, and access to third-party asset management programs. The firm operates as a dual-registered investment adviser and broker-dealer and participates in multiple LPL-sponsored programs and endorsed third-party platforms.

David Debellis is a financial advisor with Equitable Advisors in Scottsdale, AZ, holding a Series 66 designation and seven years of industry experience. He has worked at Equitable Advisors since 2018 and previously spent time at Axa Advisors, Llc. Outside of finance, he has experience in the hospitality sector through involvement with Tailgaters Sports Bar & Grill. Equitable Advisors serves individual investors, retirement plan sponsors and participants, 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 employs a hybrid referral and implementation model, offering both advisory and brokerage/insurance services tailored to client goals and risk tolerance.

Lucas Shea is a financial advisor at Equitable Advisors in Scottsdale, AZ, with two years of industry experience. He holds a Series 66 designation and has prior work experience in various sectors including healthcare, food service, and education. Equitable Advisors serves a diverse client base including individual investors, high-net-worth clients, retirement plans, and institutional accounts. The firm offers financial planning, brokerage services, insurance distribution, and access to third-party asset management programs, operating through a dual-registered model as both an SEC-registered investment adviser and broker-dealer.

Dylan Temple is a financial advisor with Equitable Advisors in Scottsdale, AZ, holding a Series 66 designation and eight years of industry experience. He has been with Equitable Advisors since 2017 and previously worked at Axa Advisors, LLC, as well as at the University of Arizona A-Store at Maingate. 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 employs a hybrid referral and implementation model, offering both advisory and brokerage/insurance services tailored through a structured client intake process.

Seth Samuelson is a financial advisor with Equitable Advisors in Scottsdale, AZ, holding a Series 66 designation and five years of industry experience. Prior to joining Equitable Advisors in 2020, he worked in various roles including positions at Grimaldi's Pizzeria, Joe's Crab Shack, Whole Foods, and in sports organizations such as the Toronto Blue Jays and Los Angeles Dodgers. He was also involved with MING Entertainment for seven years. 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 both a registered investment adviser and broker-dealer, frequently utilizing third-party program sponsors and managers to provide advisory and brokerage solutions.

Shay Desai is a financial advisor at Equitable Advisors with a Series 66 designation and less than one year of industry experience. Prior to joining Equitable Advisors, Desai held roles at Awake Energy, Singularity Capital, and Chipotle, as well as studying at Arizona State 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 a dual-registered SEC investment adviser and broker-dealer, leveraging LPL-sponsored programs and third-party managers to deliver advisory and brokerage solutions.

Samuel Elasky is a financial advisor with Equitable Advisors in Scottsdale, AZ. He holds the Series 66 designation and has two years of industry experience. Prior to joining Equitable Advisors in 2023, he worked at Prairie Line from 2020 to 2023 and attended the University of Wisconsin Eau Claire from 2019 to 2023. 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 various 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.