Alex Akers is a financial advisor with Equitable Advisors in Scottsdale, AZ, holding Series 63 and Series 65 licenses and 11 years of industry experience. He has worked with Equitable Advisors since 2015 and was previously with Axa Advisors, LLC. Akers serves as a board member of Leadership West, a nonprofit organization focused on leadership education. Equitable Advisors serves a diverse client base including individuals, high-net-worth investors, retirement plans, corporate, charitable, and institutional clients, offering financial planning, brokerage 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 LPL-sponsored programs and third-party managers to deliver advisory and brokerage solutions.

Caden Baggaley is a financial advisor at Equitable Advisors with three years of industry experience and holds a Series 66 designation. Prior to joining Equitable Advisors, he worked at LPL Financial and Mountain America Credit Union. Outside of advising, he works as a delivery driver for Doordash. 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 operates as both an SEC-registered investment adviser and broker-dealer, utilizing LPL-sponsored programs and endorsed TAMPs to deliver advisory and brokerage solutions.

Daniel La Cross is a Series 66 licensed financial advisor with Equitable Advisors, based in Scottsdale, AZ. He has one year of industry experience and has held roles including independent contractor and bartender for events. He serves as POA and First Alternate Trustee for a family trust. 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 LPL programs and third-party managers. The firm operates a hybrid referral and implementation model, providing both advisory and brokerage/insurance services tailored to client goals and risk tolerance.

Steven King is a financial advisor with Equitable Advisors in Scottsdale, AZ, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, since 1999. Outside of his advisory role, he is a landowner in Valencia, New Mexico. Equitable Advisors serves a wide range of clients 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 operates a hybrid referral and implementation model, combining advisory and brokerage services tailored to client goals and risk tolerance.

Carson Goldmeer is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, he was with Raymond James for one year. Outside the financial industry, he has been involved with The Links Neighborhood Grill and Vampire Penguin Peoria for several years. Equitable Advisors serves a diverse range of clients including individuals, high-net-worth, retirement plans, corporate, charitable, and institutional clients, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates through program sponsors and third-party managers with a significant portion of assets managed on a non-discretionary basis.

Cameron Mc Hale is a financial advisor with Equitable Advisors in Scottsdale, AZ, holding Series 63 and Series 65 credentials and eight years of industry experience. Prior to joining Equitable Advisors in 2018, he was associated with Axa Advisors, LLC and Commonwealth Financial Network. He also has experience outside the financial sector, including work at True Value of Litchfield Hardware Store and Castleton University. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions, providing financial planning, insurance distribution, broker-dealer services, and access to third-party asset management programs. The firm operates as a dual-registered investment adviser and broker-dealer and collaborates extensively with program sponsors and third-party managers to deliver advisory and brokerage solutions.

James Greaves is a financial advisor with Equitable Advisors in Scottsdale, AZ, holding a Series 66 designation and two years of industry experience. Prior to joining Equitable Advisors, he worked in various roles including at Lumberyard Brewing Co. and Northern Arizona University. Outside of advising, he has worked as an Uber Eats delivery driver. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, 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 extensively with program sponsors and offering a mix of discretionary and non-discretionary asset management solutions.

Tyler Woods is a financial advisor with Equitable Advisors in Scottsdale, AZ, holding a Series 66 designation and two years of industry experience. Prior to joining Equitable Advisors, he worked in retail operations at Dick's Sporting Goods and has experience as a sales associate with Realty Benefit Services. 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 roster of third-party asset managers. The firm employs a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.

Carmen Trivisonno is a financial advisor with Equitable Advisors in Minneapolis, MN, holding a Series 66 designation and 19 years of industry experience. She has been with Equitable Advisors since 2010, including time when the firm operated as Axa Advisors, LLC. Equitable Advisors serves individual investors, retirement plan sponsors and participants, corporations, and charitable organizations by offering 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/insurance channels to tailor services based on client goals, risk tolerance, and time horizon.

Austin Schulze is a financial advisor with Equitable Advisors in Scottsdale, AZ. He holds a Series 66 designation and began his advisory career in 2025. Prior to joining Equitable Advisors, his work experience includes roles outside the financial industry, such as positions at Milwaukee World Festival and Great Wolf Lodge. 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 to client goals and risk tolerance.

Colton Allred is a financial advisor with Equitable Advisors in Scottsdale, AZ, holding a Series 66 designation and beginning his advisory career in 2026. Prior to this role, he held various positions including roles at Moxie Pest Control Arizona LLC and Red Mountain Cleaners. 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, working extensively through program sponsors and endorsed third-party managers.

Aydan Edwards is a financial advisor with Equitable Advisors in Scottsdale, AZ. He holds the Series 66 designation and has been with Equitable Advisors since 2025. Prior to his current role, his work experience includes positions at Valet Living, UPS, and involvement with Mountainside Fitness Acquisitions, LLC and Crazy for Yogurt & Ice Cream Frozone, LLC. Edwards attended Ottawa University from 2021 to 2025. 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 that incorporates both advisory and brokerage/insurance channels.