Christopher Howard is a CFP® and CFA® with 16 years of experience in financial advising. He currently works at Equitable Advisors and previously spent 16 years at Stifel Independent Advisors. Outside of his advisory role, he is a partner in Community Financial Management, LLC, which provides tax preparation and accounting services. Equitable Advisors serves a range of clients, including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives and third-party managers.

Matthew Wischmeier is a CFP®-designated financial advisor with 16 years of industry experience. He is currently with Equitable Advisors and has previously worked at firms including Stifel Independent Advisors, Century Securities Associates, and KBW. Outside of his advisory role, he serves as a notary for the State of Missouri. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to a broad client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm utilizes a range of advisory programs and third-party asset managers to implement investment solutions tailored to client risk tolerance and needs.

Jonathan Daniels is a CFP® with 16 years of industry experience, currently advising at Equitable Advisors since 2026. He previously worked for Stifel Independent Advisors, LLC and STIFEL between 2010 and 2026. Outside of advisory services, Daniels is involved with a community tax accounting business. Equitable Advisors serves a range of clients including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management programs. The firm utilizes a mix of firm-offered and third-party advisory models, covering various investment products and offering ERISA fiduciary services.

Daniel Wombles is a financial advisor at Equitable Advisors with 29 years of industry experience. He holds Series 63 and Series 65 designations and served at Stifel Independent Advisors, LLC for 26 years prior to joining Equitable Advisors. Based in St. Louis, MO, he began with his current firm in 2026. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management programs through a network of Investment Adviser Representatives. The firm’s approach involves assessing client information and risk tolerance to align clients with suitable advisory models, employing a mix of proprietary and third-party investment solutions.