Daniel Dales is a financial advisor with Equitable Advisors in Tucson, AZ, holding a Series 66 designation and 17 years of industry experience. He has been with Equitable Advisors since 2008 and previously worked at AXA Advisors, LLC during the same period. He serves as a board member and officer of Signature Wealth Concepts, LLC. 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 operates a hybrid referral and implementation model, offering advisory and brokerage/insurance channels and utilizing third-party asset managers and LPL programs.

Jonathan Rankin is a financial advisor with Equitable Advisors in Tucson, AZ, holding a Series 66 designation and 14 years of industry experience. He has been with Equitable Advisors since 2011, including time when the firm operated as Axa Advisors, LLC. He also operates a separate business under the name Signature Wealth Concepts, LLC. 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, offering both advisory and brokerage/insurance channels tailored to client goals and risk tolerance.

Brandon Schmid is a financial advisor at Equitable Advisors with one year of industry experience and holds the Series 66 designation. Prior to joining Equitable Advisors, he served in the United States Army for four years and worked in academic roles at The University of Arizona, Eller College of Management, and Pima Community College. He is involved in community matters through his role with the Desert Park Townhouse Homeowner's Association, Inc. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients by providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, working extensively with program sponsors and third-party managers to deliver advisory and brokerage solutions.

James Padilla is a financial advisor with Equitable Advisors in Tucson, AZ, holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining Equitable Advisors, he worked for Walgreens for nine years and also has experience as a driver for Uber. 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 channels tailored to client goals, risk tolerance, and time horizon.

Bryan Cordova is a financial advisor with Equitable Advisors in Tucson, AZ, holding a Series 66 designation and six years of industry experience. He has been with Equitable Advisors since 2019 and previously worked at AXA Advisors. Cordova has served as past president of the Catalina Rotary Club and is involved in referral networking through BNI SoZona. 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, offering both advisory and brokerage/insurance channels to implement client recommendations.

Anissa Vasquez is a financial advisor with Equitable Advisors in Tucson, AZ, holding a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, she worked at Ameriprise and has additional experience tutoring K-12 students in math and reading at Sylvan Learning Center. 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 channels to implement client recommendations.

Sena Mortensen is a financial advisor at Equitable Advisors with two years of industry experience. She holds the Series 66 designation and has worked previously at firms including Keller Williams and Princeton One. Outside of advising, she serves as Marketing Officer for the Indianapolis Chapter of the American Payroll Association and works as a real estate agent with Nottingham Realty Group. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, and institutions. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating as both an SEC-registered investment adviser and broker-dealer.

Angela Van Blargan is a Series 66-credentialed financial advisor with nine years of industry experience. She has been with Equitable Advisors since 2017 and previously worked at AXA Advisors, LLC. Outside of her advisory role, she is involved in fixed insurance through Truluma, focusing on disability insurance. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients. The firm provides financial planning, brokerage, insurance distribution, and access to third-party asset management programs, operating as both an SEC-registered investment adviser and a broker-dealer.

Kalila Munoz is a financial advisor with Equitable Advisors in Tucson, AZ, holding Series 63 and Series 65 licenses and one year of industry experience. Before joining Equitable Advisors, she worked in various roles at companies including Agero, Inc., Adecco USA, DoorDash, Fry's Food Stores, and Pima Community College. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients by providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and a broker-dealer, utilizing LPL-sponsored programs and endorsed TAMPs to deliver advisory and brokerage solutions.

Patrick Chaboya is a financial advisor with Equitable Advisors in Tucson, AZ, holding Series 63 and Series 66 licenses and having seven years of industry experience. Prior to joining Equitable Advisors, he worked at AXA Advisors, LLC and has an ongoing affiliation with the University of Arizona and Banner University Medical Centers. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, 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.