Bellevue, WA NE 8th Street Office

Cole Weaver is a financial advisor at Equitable Advisors in Bellevue, WA, with five years of industry experience. He holds Series 63 and Series 65 credentials. Outside of his advisory role, Weaver works as a commentator for Ballard FC and Tacoma Stars soccer matches and is a member of the French American Chamber of Commerce in Seattle. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, and institutional investors, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates through a range of sponsored programs and managers, managing substantial assets on both discretionary and non-discretionary bases.

Daniel Sawyer is a financial advisor with Equitable Advisors in Bellevue, WA, holding a Series 66 designation and 22 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, LLC, since 2003. Outside of his advisory role, he serves as a trustee to the Sawyer Family estate. Equitable Advisors serves a broad client base including individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm offers financial planning, retirement plan support, and access to asset management through third-party programs, employing a hybrid referral and implementation model that leverages multiple program sponsors and emphasizes individualized client planning.

Jake Elfstrom is a financial advisor with Equitable Advisors in Bellevue, WA. He holds a Series 66 designation and has one year of industry experience. Prior to his advisory role, Jake was involved with the Liberty Select Basketball Association and worked in the food service industry. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions. The firm offers financial planning, brokerage services, insurance distribution, and access to third-party asset management programs, operating through a dual SEC-registered investment adviser and broker-dealer model.

Edward Balfour is a financial advisor at Equitable Advisors with 29 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Equitable Advisors since 2017. Prior to that, he was with VOYA Financial Advisors and 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 LPL programs and third-party asset managers. The firm uses a hybrid referral and implementation model that combines advisory and brokerage/insurance channels to implement client recommendations.

Marisa Dilorenzo Davidson is a financial advisor at Equitable Advisors with 18 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Equitable Advisors since 2009, previously associated with Axa Advisors, LLC. She serves as Board Treasurer for The Redemption Church and is a board member of the Renton Little League, participating in community activities without compensation. 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 operates a hybrid referral and implementation model, offering both advisory and brokerage/insurance services tailored to client goals and risk tolerance.

Aidan Collins is a financial advisor with Equitable Advisors in Bellevue, WA, holding a Series 66 designation. He joined Equitable Advisors in 2025 and has prior experience at Paccar, Inc., McCaffery, Nolte & Associates, and the Snoqualmie Valley School District. Collins attended Gonzaga University from 2021 to 2025. 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, combining advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.

Christopher Johnson is a CFP® professional at Equitable Advisors with four years of industry experience. He has worked at Equitable Advisors since 2021 and has also been involved with Seattle Public Schools during the same period. Prior to his current roles, he spent seven years with FirePro LLC and two years at Oregon State University. Equitable Advisors serves a diverse client base including individuals, high-net-worth, retirement plans, corporate, charitable, and institutional clients, 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, utilizing LPL-sponsored programs and endorsed TAMPs to deliver advisory and brokerage solutions.

Aidan Smith is a financial advisor at Equitable Advisors in Bellevue, WA, holding a Series 66 designation with one year of industry experience. Prior to joining Equitable Advisors, he has worked at Quality Food Center since 2019. Equitable Advisors serves individual investors, retirement plan sponsors and participants, corporations, and charitable organizations by offering financial planning, retirement-plan support, and access to asset management through various third-party programs. The firm utilizes a hybrid referral and implementation model and provides both advisory and brokerage/insurance channels to implement client recommendations.

Tokiko Uchiyama is a financial advisor with Equitable Advisors in Bellevue, WA, holding a Series 66 designation and 17 years of industry experience. She has worked at Equitable Advisors since 2009 and previously at AXA Advisors, LLC. Equitable Advisors serves a broad range of clients including individuals, high-net-worth clients, retirement plans, corporations, charities, 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 a broker-dealer.

Robin Robert is a financial advisor with Equitable Advisors in Bellevue, WA, holding Series 63 and Series 65 licenses and possessing 40 years of industry experience. He has worked at Equitable Advisors since 1999 and previously at Axa Advisors. Outside of his advisory role, he volunteers with the Welfare for Animal Guild, assisting rescued animals in his community. Equitable Advisors serves a wide range of clients, including individuals, high-net-worth investors, retirement plans, and institutions. The firm provides financial planning, brokerage, insurance, and access to third-party asset management programs, operating through a dual registration as both an SEC-registered investment adviser and a broker-dealer.

Leanne Plancic is a financial advisor with Equitable Advisors in Bellevue, WA, holding a Series 66 designation and 17 years of industry experience. She has been with Equitable Advisors since 2008, previously working under AXA Advisors during that time. Plancic is a member of the Greater Seattle Business Association’s LGBTQ+ Business Community. 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 operates a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizons.

Cherise Briggs Hand is a financial advisor at Equitable Advisors with a Series 66 credential and less than one year of industry experience. Before joining Equitable Advisors in 2025, she held various roles primarily outside the financial sector, including positions in hospitality and as a yoga instructor. She continues to work as a yoga instructor at multiple locations, including YogaSix Mercer Island and YogaSix West Seattle. Equitable Advisors serves a wide range of clients, including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs through a delivery model that emphasizes LPL-sponsored solutions and endorsed third-party managers.

Ryan Griffith is a financial advisor with Equitable Advisors in Kenmore, WA, holding Series 63 and Series 66 licenses and having 11 years of industry experience. He has been with Equitable Advisors since 2014 and previously worked at Axa Advisors. Griffith is also the managing partner of Integrity Financial Wealth Management, LLC. 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, combining advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.

Cade Navilio is a financial advisor at Equitable Advisors with a Series 66 credential and one year of industry experience. Prior to joining Equitable Advisors, he held positions in the food service industry, including roles at Jacks BBQ and TopGolf. Outside of his advisory work, he maintains involvement with Jacks BBQ. Equitable Advisors serves a broad range of clients including individuals, high-net-worth, retirement plans, 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 third-party managers.

Richard Stewart is a financial advisor with Equitable Advisors in Bothell, WA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Equitable Advisors since 1999, including its predecessor Axa Advisors, LLC, where he worked for over two decades. 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 and offers both advisory and brokerage/insurance channels to implement client recommendations.