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Grant A

Series 63, Series 65

Wichita, KS

Equitable Advisors

Grant Ash is a financial advisor at Equitable Advisors with one year of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Equitable Advisors, Ash worked at Goolsby's and held positions at Kansas State University and Neosho County Community College. He was also involved in a business named Ash's to Ashes. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm utilizes a range of advisory programs and works with third-party asset managers and LPL-sponsored advisory platforms to tailor solutions based on clients’ risk tolerance and needs.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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Douglas S

Series 63, Series 65

Wichita, KS

Equitable Advisors

Douglas Shoopman is a financial advisor with Equitable Advisors in Wichita, KS, holding Series 63 and Series 65 licenses and four years of industry experience. His career includes roles outside financial services, such as positions at Menards, Gateway Wireless, and Benedictine College. Equitable Advisors serves individuals ranging from non-high-net-worth to high-net-worth clients, as well as institutional clients, providing financial planning, retirement plan consulting, and various asset management programs through a network of Investment Adviser Representatives and third-party asset managers.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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Jacob S

Series 66

Wichita, KS

Equitable Advisors

Jacob Schwartz is a financial advisor at Equitable Advisors in Wichita, KS, holding a Series 66 credential. He has one year of advisory experience and previously worked at Strategic Resources Inc., Magellan Health, Verizon, and served 11 years in the Kansas Air National Guard. He also operates Schwartz Trading LLC, an independent business activity. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm’s approach includes matching clients to program models or discretionary managers, utilizing third-party asset managers and LPL-sponsored advisory programs.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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Matthew O

Series 66

Wichita, KS

Equitable Advisors

Matthew O'Malley is a financial advisor with Equitable Advisors in Wichita, KS, holding a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, he worked at Textron Aviation and has experience in various roles including at the University of Kansas and Angelo's Italian. Equitable Advisors serves individual clients across the wealth spectrum, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm offers financial planning, retirement plan consulting, and asset management programs utilizing a range of third-party and proprietary investment solutions.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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Nallely H

Series 66

Wichita, KS

Equitable Advisors

Nallely Hinojos is a financial advisor at Equitable Advisors in Wichita, KS, holding a Series 66 designation with one year of industry experience. Her background includes diverse roles across several small businesses and educational institutions, alongside her advisory work. Outside of finance, she is involved with Sabores Hinojos and King D's Detailing. Equitable Advisors serves a broad range of clients including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management services. The firm offers client solutions through a network of representatives and third-party managers, focusing on personalized advice integrated with various investment programs and fiduciary services.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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