Scott Poetzinger is a financial advisor with Equitable Advisors in Seattle, WA. He holds Series 66 and Series 63 licenses and has two years of industry experience. Prior to his current role, he worked in various positions including roles in the restaurant industry and at Amazon. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, and charitable organizations by offering financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives. The firm emphasizes client-specific risk assessment and utilizes a range of third-party advisory models and investment products.

Michael Phillips is a financial advisor with Equitable Advisors in Seattle, WA, holding Series 63 and Series 65 credentials and 13 years of industry experience. He has been with Equitable Advisors since 2012 and previously worked at Axa Advisors, LLC. He serves as a board member of the LeMay Americas Car Museum. 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 advisory programs through a network of Investment Adviser Representatives, utilizing both firm-offered and third-party solutions.

Daniel Halos is a Chartered Financial Consultant (ChFC®) with 20 years of experience in the financial services industry. He has been with Equitable Advisors since 2006 and previously worked at Axa Advisors, LLC from 2006 to 2020. Outside of his advisory role, he is involved with Bestow Agency LLC, a general agency specializing in term and universal life insurance. Equitable Advisors serves individual clients, 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 emphasizes matching clients to appropriate advisory models and discretionary managers through a network of Investment Adviser Representatives and offers a broad range of investment solutions including mutual funds, ETFs, and alternative investments.