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Keith R

Series 63, Series 65

Springfield, IL

Equitable Advisors

Keith Rechner is a financial advisor with Equitable Advisors in Springfield, IL, 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, LLC, since 1999. Outside of his advisory work, he serves on the Board of Directors and is president-elect of the SIU Center for Family Medicine FQHC, with plans to serve as president starting in 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, combining advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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Joseph I

Series 63, Series 65

Springfield, IL

Equitable Advisors

Joseph Iacono is a financial advisor with Equitable Advisors in Springfield, IL, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, since 1999. Outside of his advisory role, he serves as a board member for the Isles of Caloosa Homeowners Association and Isles of Caloosa Park. 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, tailoring services based on client goals, risk tolerance, and time horizon.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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Kolin O

Series 66

Springfield, IL

Equitable Advisors

Kolin O'Brien is a financial advisor at Equitable Advisors with 17 years of industry experience. He holds the Series 66 designation and has previously worked at LPL Financial and AXA Advisors. O'Brien serves as president of the St. Patrick’s Day Marching Band Parade executive board and is involved in fundraising and event planning with several charitable organizations, including SPARC and 100+ Who Care. 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 and offers both advisory and brokerage/insurance channels to implement client recommendations.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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Joe B

Series 66

Springfield, IL

Equitable Advisors

Joe Brummel is a financial advisor with Equitable Advisors in Springfield, IL, holding a Series 66 designation and 13 years of industry experience. He has been with Equitable Advisors since 2014 and previously worked at Axa Advisors. Outside of his advisory role, he is involved in an outside insurance brokerage business. 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 employs a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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