Bellevue, WA NE 8th Street Office

Cole Weaver is a financial advisor with Equitable Advisors based in Bellevue, WA, holding Series 63 and Series 65 credentials and five years of industry experience. Prior to his current role starting in 2020, he has worked with organizations including Seattle Sports Commission, Names Fitness Center, and Pacific Lutheran University. Outside of finance, he provides commentary for sports teams such as Ballard FC and Tacoma Stars and is a member of the French American Chamber of Commerce in Seattle. Equitable Advisors serves a diverse client base ranging from individual investors to institutional clients, offering financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives. The firm uses a variety of advisory models implemented through third-party sponsors and provides ERISA fiduciary services to qualified plans.

Daniel Sawyer is a financial advisor with Equitable Advisors in Bellevue, WA, holding a Series 66 designation and 23 years of industry experience. He has worked at Equitable Advisors since 2003, including its predecessor AXA Advisors. Sawyer serves as a trustee to the Sawyer Family estate. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management programs to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm utilizes a variety of advisory models and third-party asset managers to tailor investment solutions, offering services that include mutual funds, ETFs, separately managed accounts, and ERISA fiduciary services.

Jake Elfstrom is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. Prior to his current role, he was involved in several entrepreneurial and service positions, including work with Liberty Select Basketball Association and operating in the food service sector. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement consulting, and asset management programs through a network of Investment Adviser Representatives, utilizing a range of third-party advisory models and investment products.

Edward Balfour is a financial advisor with Equitable Advisors in Bellevue, WA, holding Series 63 and Series 65 licenses and having 30 years of industry experience. His prior roles include positions at VOYA Financial Advisors and Axa Advisors, with multiple tenures at Equitable Advisors dating back to 2000. Equitable Advisors serves a broad client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset-management programs. The firm’s approach integrates personal and plan information with risk assessments to match clients with various advisory models, utilizing both proprietary and third-party investment solutions.

Keith Whitten is a financial advisor at Equitable Advisors in Bellevue, WA, holding a Series 66 designation. He joined the firm in 2026 and has a prior background primarily in the hospitality and winery industries, including roles at Billesboro Winery and Lolawine LLC, which he operates as Lola Wine Lounge. Equitable Advisors serves a broad client base that includes individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset-management programs through a network of Investment Adviser Representatives and third-party managers.

Marisa Dilorenzo Davidson is a financial advisor at Equitable Advisors with 19 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Equitable Advisors since 2009, including its predecessor Axa Advisors. Outside of her advisory role, she serves as Board Treasurer for The Redemption Church and is a board member of the Renton Little League. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, charitable organizations, and other institutional clients. The firm employs a range of advisory models implemented through third-party managers and LPL-sponsored programs, offering a variety of investment options including mutual funds, ETFs, separately managed accounts, and select alternatives.

Aidan Collins is a financial advisor at Equitable Advisors with a Series 66 designation and less than one year of industry experience. His prior work history includes roles at Paccar, Inc. and McCaffery, Nolte & Associates, as well as lengthy employment with the Snoqualmie Valley School District. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset management through a network of Investment Adviser Representatives and third-party program sponsors.

Christopher Johnson is a CFP® professional with five years of industry experience, currently serving as a financial advisor at Equitable Advisors in Bellevue, WA. His work history includes positions at Seattle Public Schools, Oregon State University, and FirePro LLC. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individual clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm delivers advice through a network of Investment Adviser Representatives and utilizes both proprietary and third-party investment programs and managers.

Aidan Smith is a financial advisor with Equitable Advisors in Bellevue, WA, holding a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors in 2025, he has worked since 2019 at Quality Food Center. 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’s advisory approach involves matching clients to program models or discretionary managers, offering a range of investment options through third-party asset managers and its network of Investment Adviser Representatives.

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 been with Equitable Advisors since 2009, including time with its predecessor, Axa Advisors. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm offers financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives, utilizing both firm-offered and third-party advisory solutions.

Robin Robert is a financial advisor with Equitable Advisors in Bellevue, WA, holding Series 63 and Series 65 designations and bringing 40 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, since 1999. In addition to his advisory role, Robin volunteers approximately 10 hours per month assisting the Welfare for Animal Guild, a charity focused on caring for rescued animals. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset management programs, utilizing a mix of proprietary and third-party investment solutions.

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 and was previously affiliated with AXA Advisors. Plancic is a member of the Greater Seattle Business Association's LGBTQ+ Business Community. Equitable Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs, utilizing both proprietary and third-party advisory models delivered through a large network of Investment Adviser Representatives.

Cherise Briggs Hand is a Series 66-licensed advisor with Equitable Advisors, based in Bellevue, WA. She joined Equitable Advisors in 2025 and has one year of industry experience. Outside of financial advising, she works as a yoga instructor at several YogaSix locations and has experience in the hospitality and service industries. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives and third-party program sponsors.

Landon Hung is a financial advisor with Equitable Advisors in Bellevue, WA. He holds a Series 66 designation and has been in the industry for one year. Prior to joining Equitable Advisors, he worked briefly at LPL Financial and has experience in education at Punahou School and Mid-Pacific Institute. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset management programs delivered through a network of Investment Adviser Representatives and third-party asset managers.

Ryan Griffith is a financial advisor with Equitable Advisors in Bellevue, WA, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. He has worked at Equitable Advisors since 2014, including its predecessor Axa Advisors, LLC. In addition to his advisory role, he is the managing partner of Integrity Financial Wealth Management, LLC. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs through a large network of Investment Adviser Representatives, utilizing a range of firm-offered and third-party advisory models.