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Daniel S
Series 63, Series 66
Springfield, IL
Equitable Advisors
Daniel Schraeder is a financial advisor with Equitable Advisors in Springfield, IL, holding Series 63 and Series 66 licenses and six years of industry experience. He has been with Equitable Advisors since 2019 and previously worked at AXA Advisors. Outside of his advisory role, he serves as Treasurer for the Hurstbourne Homeowners Association, overseeing the association's financial records and funds. Equitable Advisors provides financial planning, retirement plan support, and asset management services to individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm operates a hybrid referral and implementation model, leveraging third-party asset managers and LPL programs to tailor investment solutions.
Mitch W
Series 66
Springfield, IL
Equitable Advisors
Mitch Wallner is a financial advisor with Equitable Advisors in Springfield, IL, holding a Series 66 credential and 15 years of industry experience. He has been with Equitable Advisors since 2010 and previously worked at Axa Advisors. Outside of his advisory role, he is involved in several business ventures including a restaurant and entertainment space, as well as management and oversight roles in storage unit operations and residential rental property investments. Equitable Advisors serves a diverse client base including individual investors, retirement plan sponsors, corporations, and charitable organizations, providing financial planning and retirement-plan support along with access to asset management through multiple third-party managers. The firm operates a hybrid referral and implementation model that incorporates both advisory and brokerage channels and emphasizes individualized client planning.
Eric U
Series 66
Springfield, IL
Equitable Advisors
Eric Ullian is a financial advisor with Equitable Advisors in Springfield, IL, holding a Series 66 designation and five years of industry experience. His prior work includes roles at Amazon, Dober, and teaching positions at St. Ambrose University and Lincoln-Way West High School. 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, combining advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.
Noah A
Series 66
Springfield, IL
Equitable Advisors
Noah Albin is a financial advisor at Equitable Advisors with one year of industry experience. He holds the Series 66 designation and previously worked at RMG Capital and operated Albin Accounting. Outside of finance, he has been involved with Springfield YMCA and Lake Springfield Christian Assembly. Equitable Advisors serves a diverse client base including individuals, high-net-worth, retirement plans, corporate, charitable, and institutional clients. 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.
Jalen P
Series 66
Springfield, IL
Equitable Advisors
Jalen Ping is a financial advisor with Equitable Advisors in Springfield, IL, holding a Series 66 credential and two years of industry experience. Prior to joining Equitable Advisors, he has been involved in managing Ping's Machines and Spartan Sports 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 a broad roster of third-party asset managers. The firm employs a hybrid referral and implementation model, tailoring services based on client goals, risk tolerance, and time horizons.
Riley L
Series 66
Springfield, IL
Equitable Advisors
Riley Lewis is a financial advisor at Equitable Advisors with one year of industry experience. He holds the Series 66 designation and has worked in various roles including a product flow specialist at Best Buy. Equitable Advisors serves individual investors, retirement plan sponsors and participants, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and a broad range of 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.
Grace V
Series 63, Series 65
Springfield, IL
Equitable Advisors
Grace Vincent is a financial advisor at Equitable Advisors with Series 63 and Series 65 licenses. She joined the firm in 2025 and has prior experience working in various roles at establishments such as 1st Street Lounge and Southern Illinois University Edwardsville. 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 channels to implement client recommendations.
James G
Series 63, Series 65
Springfield, IL
Equitable Advisors
James Gibbs is a financial advisor with Equitable Advisors in Springfield, IL, holding Series 63 and Series 65 credentials and 23 years of industry experience. He has been with Equitable Advisors since 2009 and previously worked at Axa Advisors, LLC. Outside of his advisory role, he co-owns RMG Capital, LLC with his wife. 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 uses a hybrid referral and implementation model, emphasizing tailored client intake processes and a mix of discretionary and non-discretionary advisory services.
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