Austin, TX N. Capital of Texas Highway Office

Jacob Arnold is a financial advisor with Equitable Advisors, holding a Series 66 designation and beginning his advisory career in 2026. His prior work includes roles at Baylor University and various other positions outside the investment industry. Equitable Advisors serves a diverse client base, including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions, offering 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, utilizing a range of program sponsors and endorsed TAMPs to deliver advisory and brokerage solutions.

Justin Green is a financial advisor at Equitable Advisors with two years of industry experience. He holds the Series 66 designation and has previously worked at LPL Enterprise, The Prudential Insurance Company of America, and Pruco Securities LLC. Outside of finance, he has experience with Chess In The Schools and The Princeton Review. 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/insurance channels to implement client recommendations.

Stefan Sikorski is a financial advisor with Equitable Advisors in Austin, TX, holding a Series 66 designation and 18 years of industry experience. He has been with Equitable Advisors since 2007, including the period when it operated as Axa Advisors, 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 a variety of third-party programs. The firm employs a hybrid referral and implementation model and offers both advisory and brokerage channels to implement client recommendations.

Brissa Mejia is a financial advisor with Equitable Advisors holding a Series 66 designation and no prior industry experience. Her previous work includes positions at Vista Equity Partners and C.R. Wannanaker Law PLLC. 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 third-party managers and LPL programs. The firm operates a hybrid referral and implementation model with both advisory and brokerage/insurance channels.

Charles Larkam II is a financial advisor with Equitable Advisors in Austin, TX, holding Series 63 and Series 65 credentials and possessing 44 years of industry experience. He has been with Equitable Advisors since 1999, including time at its predecessor, Axa Advisors. Outside of his advisory role, he serves as a board member of Christian Life Church and volunteers on the board of the SCS Residential Property Owners' Association. 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 meet client needs.

Ryan O'hare is a financial advisor with Equitable Advisors in Austin, TX. He holds a Series 66 designation and has been with Equitable Advisors since 2026. Prior to joining the firm, he worked as an independent contractor and has experience in various roles including at SThree and several educational institutions. Outside of finance, he has been involved with Squirrel Island Village Corp. in multiple capacities. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating primarily through LPL-sponsored programs and endorsed third-party managers.

Kyle Fernandez is a financial advisor at Equitable Advisors in Austin, TX, holding a Series 66 designation with one year of industry experience. Prior to joining Equitable Advisors, he worked at Borderlands Brewing Company and Mission Steel and spent several years affiliated with the University of Arizona and GDF Law Firm. His background includes roles outside finance, such as in the brewing industry. 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 third-party programs. The firm operates a hybrid referral and implementation model, utilizing multiple third-party asset managers and offering both advisory and brokerage services.

Jordan Nolden is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, he held positions at Charles Schwab and Kasasa. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporate, charitable, and institutional clients, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm works extensively through program sponsors and third-party managers to provide advisory and brokerage solutions.

Jeffrey Moore is a financial advisor with Equitable Advisors in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Equitable Advisors and its predecessor AXA Advisors since 1999. Outside of his advisory work, he is involved with Fairway Ventures, LLC. Equitable Advisors serves a broad client base including individual investors, retirement plan sponsors, corporations, and charitable organizations, offering financial planning, retirement-plan support, and access to asset management through LPL programs and various third-party managers. The firm operates a hybrid referral and implementation model that incorporates client-specific financial plans and leverages multiple advisory platforms.

Peter Mc Donnell is a financial advisor with Equitable Advisors in Austin, TX, holding Series 63 and Series 66 licenses and five years of industry experience. Prior to joining Equitable Advisors in 2021, he worked at Calytera Inc/Cranicus, Anchor Glass Container Corp, Corning Inc, and Anthony King Construction. His other business activities include various outside insurance roles. Equitable Advisors serves a diverse client base, including individuals, high-net-worth clients, retirement plans, corporate, charitable, and institutional clients, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates through multiple program sponsors and third-party managers, providing both discretionary and non-discretionary advisory solutions.

Bernard Adelstein is a financial advisor with Equitable Advisors in Austin, TX. He holds a Series 66 designation and has been with the firm since 2026. Prior to his current role, Bernard's background includes positions in various industries such as hospitality and community services. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, and institutions, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm’s model emphasizes partnerships with program sponsors and third-party managers to deliver both advisory and brokerage solutions.

Claire Ricks is a financial advisor at Equitable Advisors with Series 65 and Series 63 licenses and two years of industry experience. Prior to her current role, she worked in various positions including at Oracle NetSuite and several restaurant groups. Claire also has experience at the University of Texas. Equitable Advisors serves 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 through a dual registration as an SEC-registered investment adviser and broker-dealer, utilizing LPL-sponsored programs and endorsed third-party managers.

Greg Cataldo is a financial advisor with Equitable Advisors in Austin, TX, holding Series 63 and Series 65 licenses and two years of industry experience. He has been with Equitable Advisors since 2023 and also operates The Cataldo Agency, a separate business. Prior to his advisory career, he spent nearly a decade in the wine industry. 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 a variety of third-party programs. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage channels to meet client needs.

Abigail Morrow is a financial advisor with Equitable Advisors in Austin, TX, holding Series 63 and Series 66 designations and eight years of industry experience. She has worked at Equitable Advisors since 2018 and previously held roles at AXA Advisors, LLC, and the University of Texas. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, and institutions, offering financial planning and broker-dealer services alongside access to third-party asset management programs. The firm operates primarily through LPL-sponsored programs and third-party managers, providing both discretionary and non-discretionary advisory solutions.

Connor Hansen is a financial advisor with Equitable Advisors in Austin, TX, holding Series 63 and Series 65 licenses and eight years of industry experience. He previously worked at Axa Advisors, Llc, and has roles as a trustee for multiple family trusts. Outside of his financial advisory work, Hansen is also a content provider on Twitch.TV. Equitable Advisors serves a broad client base including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions, providing 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, utilizing LPL-sponsored programs and endorsed third-party managers to deliver advisory and brokerage solutions.