Seth Samuelson is a financial advisor at Equitable Advisors with six years of industry experience. He holds a Series 66 designation and has worked in various roles prior to his current position, including several in the food and entertainment sectors. Equitable Advisors serves individuals across a broad range of wealth levels, as well as pension plans, corporations, charitable organizations, and institutional clients. The firm offers financial planning, retirement plan consulting, and asset management programs utilizing both proprietary and third-party investment 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. Equitable Advisors serves individual and institutional clients with financial planning, retirement consulting, and asset-management services, delivering advice through a network of Investment Adviser Representatives and third-party asset managers. The firm offers a range of investment programs covering mutual funds, ETFs, separately managed accounts, and select alternative investments.

Samuel Elasky is a Series 66 licensed financial advisor with three years of industry experience, currently with Equitable Advisors in Scottsdale, AZ. His prior work includes roles at Prairie Line and the University of Wisconsin Eau Claire. Equitable Advisors serves a wide 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 a variety of advisory programs. The firm utilizes third-party asset managers and TAMPs, focusing on customized investment models and fiduciary services for qualified plans.

Alex Akers is a financial advisor at Equitable Advisors with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Equitable Advisors and Axa Advisors, Llc. He also served as a board member for Leadership West, a nonprofit organization focused on leadership education. 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 uses a range of investment programs, including third-party advisory models and proprietary tools, to tailor solutions based on clients’ risk tolerance and financial goals.

Caden Baggaley is a financial advisor with Equitable Advisors in Scottsdale, AZ, holding a Series 66 designation and three years of industry experience. He previously worked at LPL Financial and Mountain America Credit Union. Outside of financial advising, he works as a delivery driver for DoorDash. 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 offers a range of investment programs through a network of Investment Adviser Representatives and third-party asset managers.

Daniel La Cross is a financial advisor at Equitable Advisors with a Series 66 designation and two years of industry experience. Prior to his current role, he held various positions including independent contractor and event bartender, as well as roles outside finance such as working at Batchelor's Pad BBQ and North Pole Experience. He serves as a Power of Attorney and First Alternate Trustee for a family trust. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension plans, corporations, and charitable organizations through a network of Investment Adviser Representatives. The firm offers a range of advisory programs including firm-offered and third-party managed solutions without sponsoring its own wrap fee program.

Steven King is a financial advisor with Equitable Advisors in Scottsdale, AZ, holding Series 63 and Series 65 licenses and 30 years of industry experience. He has been with Equitable Advisors since 1999, including its predecessor AXA Advisors, LLC. Outside of his advisory work, he is a landowner in Valencia, New Mexico. 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. The firm uses a range of advisory models and third-party asset managers, offering mutual funds, ETFs, separately managed accounts, and select alternative investments.

Carson Goldmeer is a financial advisor at Equitable Advisors with Series 66 registration and one year of industry experience. Prior to joining Equitable Advisors, he worked at Raymond James for one year. Outside of finance, he has been involved with The Links Neighborhood Grill and Vampire Penguin Peoria for several years. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to a diverse client base including individuals, pension plans, corporations, and charitable organizations, utilizing a variety of third-party asset management programs and fiduciary services.

Jonah Geiger is a financial advisor with Equitable Advisors in Scottsdale, AZ, holding a Series 66 designation. He began his advisory career in 2026 and has previous experience in regional finance and vacation rental management, as well as a five-year tenure at Arizona State University. Equitable Advisors serves a wide range of clients, including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management programs. The firm utilizes various third-party advisory models and offers fiduciary services through credentialed representatives.

Cameron Mc Hale is a financial advisor at Equitable Advisors with eight years of industry experience. He holds the Series 63 and Series 65 licenses. His prior experience includes roles at Axa Advisors, Commonwealth Financial Network, and employment at Castleton University and a hardware store. 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 delivered through Investment Adviser Representatives and third-party managers.

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 food service and financial aid at Northern Arizona University. Additionally, he has worked as a food delivery driver for Uber Eats. Equitable Advisors serves individual and institutional clients, offering financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives. The firm emphasizes matching clients to program models or discretionary managers, using a range of mutual funds, ETFs, separately managed accounts, and select alternative investments.

Tyler Woods is a Series 66-licensed financial advisor with Equitable Advisors in Scottsdale, AZ, and has 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 in realty services. 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 delivers advice through a network of Investment Adviser Representatives using various program models and third-party asset managers.

Carmen Trivisonno is a financial advisor at Equitable Advisors with 20 years of industry experience. She holds the Series 66 designation and has worked at Equitable Advisors since 2010. Prior to that, she was with Ameriprise from 2006 to 2010. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, and charitable organizations by providing financial planning, retirement plan consulting, and various asset-management programs. The firm uses a range of third-party advisory models and offers ERISA fiduciary services through credentialed advisors.

Austin Schulze is a financial advisor with Equitable Advisors in Scottsdale, AZ. He holds the Series 66 designation and has been with the firm since 2025. Prior to joining Equitable Advisors, he held positions at Northwestern Mutual Investment Management and the Milwaukee World Festival, among other roles. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives and third-party asset managers.

Colton Allred is a financial advisor with Equitable Advisors, holding the Series 66 designation and beginning his advisory career in 2026. Prior to joining Equitable Advisors, he held various roles including positions at Moxie Pest Control Arizona LLC and Red Mountain Cleaners. Equitable Advisors serves a broad range of clients including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives. The firm utilizes third-party asset managers and advisory programs to deliver its services and provides fiduciary services to qualified plans.

Aydan Edwards is a financial advisor at Equitable Advisors with one year of industry experience. He holds a Series 66 designation. His prior work includes roles at Mountainside Fitness Acquisitions, Valet Living, UPS, and Ottawa University. 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 asset-management programs through a network of Investment Adviser Representatives. The firm utilizes both proprietary and third-party advisory models, focusing on matching client goals and risk tolerance with appropriate investment solutions.