Danielle Pfeifer is a financial advisor with Equitable Advisors in Wauwatosa, WI, holding Series 63 and Series 65 licenses and 13 years of industry experience. She has worked at Equitable Advisors since 2012, including its predecessor Axa Advisors. Outside of her advisory role, she serves as an administrator or executor of estates and trusts for non-family and family members. 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, utilizing LPL and multiple third-party asset managers to deliver customized advisory services.

Taylor Fowler is a financial advisor with Equitable Advisors in Wauwatosa, WI, holding a Series 66 credential and five years of industry experience. Prior to joining Equitable Advisors, Fowler worked at Park Avenue Securities and Guardian Life Insurance and has held roles at the University of Wisconsin Whitewater and Milwaukee County Parks. Outside of advising, Fowler serves as Treasurer on the Board of Directors for Blessings in a Backpack, a nonprofit providing weekend meals to students, and is involved with the Brookfield Chamber of Commerce as an Ambassador. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, and institutions, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates primarily through LPL-sponsored programs and endorsed third-party managers, providing both discretionary and non-discretionary management options.

Andrew Mueller is a financial advisor with Equitable Advisors in Wauwatosa, WI, holding a Series 66 designation and five years of industry experience. Prior to joining Equitable Advisors in 2020, he worked at Lad Lake Inc for 18 years. He volunteers with Secure Futures and periodically teaches teenagers basic financial concepts. 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, offering both advisory and brokerage channels tailored to client goals and risk tolerance.

Jason Dummert is a financial advisor with Equitable Advisors in Wauwatosa, WI, holding a Series 66 designation and 23 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, since 2002. Outside of his advisory work, he is involved with Frozen River Coaching, LLC, providing independent coaching and consulting services. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, offering financial planning, retirement plan support, and access to asset management through third-party programs. The firm operates a hybrid referral and implementation model, utilizing multiple third-party asset managers and providing both advisory and brokerage channels.

Rodger Premeau is a Series 66-credentialed financial advisor with 22 years of industry experience, currently with Equitable Advisors since 2006. He previously worked at Axa Advisors, LLC from 2006 to 2020. Outside of his advisory role, he serves on the board of a family computer consulting 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 third-party asset managers. The firm operates a hybrid referral and implementation model, offering both advisory and brokerage channels to implement client recommendations.

William Strey is a financial advisor with Equitable Advisors, holding a Series 66 designation and three years of industry experience. Prior to joining Equitable Advisors in 2022, he worked at General Finishes for six years. Outside of his advisory role, he serves as treasurer for the Twin Lakes Chamber of Business Association and its foundation, presents community seminars at Wilmot High School, and acts as an administrator or trustee for estates and trusts. 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, offering both advisory and brokerage/insurance channels to implement client recommendations.

Jacob Reinhart is a financial advisor with Equitable Advisors in Wauwatosa, WI, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has been with Equitable Advisors since 2012 and previously worked at AXA Advisors, LLC. Reinhart serves as a board member of the Holy Apostles Church Investment Advisory Board and is involved in sales for National Guardian Life’s burial and funeral trust products. Equitable Advisors serves a diverse client base including individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm offers financial planning, retirement plan support, and asset management access through LPL programs and third-party asset managers, utilizing a hybrid referral and implementation model that integrates advisory and brokerage services.

Zachary Hietpas is a financial advisor with Equitable Advisors, holding a Series 66 designation and two years of industry experience. He has worked at Equitable Advisors since 2023. Outside of his advisory role, he serves as a basketball coach for the New Berlin Eisenhower Boys Basketball Booster Club. 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 operates as a dual-registered SEC investment adviser and broker-dealer, working extensively with program sponsors and third-party managers to provide advisory and brokerage solutions.