Scott Poetzinger is a financial advisor with Equitable Advisors in Seattle, WA, holding Series 63 and Series 66 licenses and having two years of industry experience. Prior to joining Equitable Advisors in 2024, his background includes roles at Asado, Back Nine Bar and Grill, Amazon, and multiple positions at the University of Puget Sound. 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 works extensively with LPL-sponsored programs and third-party managers to deliver advisory and brokerage solutions.

Michael Phillips is a financial advisor with Equitable Advisors in Seattle, WA, holding Series 63 and Series 65 licenses and 13 years of industry experience. He has been with Equitable Advisors since 2012 and previously worked at Axa Advisors. Phillips serves as a board member of the LeMay Americas Car Museum. Equitable Advisors provides financial planning, retirement plan support, and access to asset management for individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm uses a hybrid advisory and brokerage model, leveraging third-party asset managers and offering tailored services based on client goals, risk tolerance, and time horizon.

Daniel Halos is a financial advisor with Equitable Advisors in Seattle, WA, holding the ChFC® designation and Series 66 license, with 20 years of industry experience. He has been with Equitable Advisors since 2006, including time at Axa Advisors, LLC prior to its rebranding. 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 various third-party asset managers. The firm operates a hybrid referral and implementation model and offers both advisory and brokerage/insurance channels to implement client recommendations.