Cary, NC Southhill Dr Office

Willie Myles is a financial advisor with Equitable Advisors in Cary, NC, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has worked at Equitable Advisors since 2016, previously serving at Axa Advisors and MSI Financial Services. Outside of advising, he is a co-chairman of a fundraising campaign for Alpha Light Fund Inc., a nonprofit focused on renovating the House of Alpha. Equitable Advisors serves a range of clients including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a network of representatives and third-party managers. The firm offers various investment vehicles and ERISA fiduciary services, relying on third-party program sponsors and an affiliation with a publicly traded parent company.

Seth Ellington is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 credentials and two years of industry experience. Prior to joining Equitable Advisors, he worked at Fidelity Investments and has a background that includes roles at Southeastern Baptist Theological Seminary and involvement with several church organizations. He serves as a power of attorney for his wife. 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 utilizes a range of advisory programs, including third-party model portfolios and discretionary management, offering access to mutual funds, ETFs, separately managed accounts, and select alternative investments.

Daniel Corley is a financial advisor with Equitable Advisors in Cary, NC, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has worked at Equitable Advisors and its predecessor, AXA Advisors, since 1999. Outside of his advisory role, he is the managing member of Prestige Financial Holdings LLC and serves as power of attorney for a family member. Equitable Advisors serves individuals across wealth levels, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management programs through a network of Investment Adviser Representatives. The firm emphasizes matching clients to program models or discretionary managers, using a range of investment vehicles and offering ERISA fiduciary services to qualified plans.

Henry Fiumara is a financial advisor with Equitable Advisors in Cary, NC, holding a Series 66 designation and 27 years of industry experience. He has been with Equitable Advisors since 1999, including time when the firm operated as AXA Advisors. Outside of his advisory role, he serves on multiple homeowners association boards. 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 employs a range of advisory programs and third-party asset managers to tailor solutions based on client risk tolerance and needs.

Nicole Guernsey is a financial advisor with Equitable Advisors in Cary, NC, holding a Series 66 designation and three years of industry experience. Prior to joining Equitable Advisors, she worked in various roles across multiple companies, including Pindrop Security and Bandwidth Inc. Outside of her advisory work, Guernsey owns Teal House Consulting, LLC, a marketing and social media consulting business, and serves on the marketing committee of the Harmony LGBT+ Allied Chamber of Commerce. Equitable Advisors serves individual and institutional clients with financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives. The firm emphasizes matching clients to program models or discretionary managers and utilizes a range of mutual funds, ETFs, separately managed accounts, and select alternative investments, delivering services through proprietary and third-party solutions.

Henry Kuo is a financial advisor based in Cary, NC, with 32 years of industry experience. He has been with Equitable Advisors since 1999 and holds Series 63 and Series 65 designations. Outside of his advisory work, he is a managing member of Prestige Financial Holdings, LLC and serves on the board of the North Carolina School of Science and Mathematics Foundation. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients with financial planning, retirement plan consulting, and asset-management programs. The firm’s approach involves assessing client risk tolerance to match them with program models or discretionary managers, utilizing primarily third-party investment platforms and a range of investment options including mutual funds, ETFs, and alternative investments.

William Thompson is a financial advisor with Equitable Advisors in Cary, NC, holding a Series 66 credential and five years of industry experience. He previously worked for Nortel, Genband, and Ribbon Communications from 1986 to 2020. Outside of finance, he serves as the head coach for the varsity boys basketball team at Cary Christian School. Equitable Advisors serves individual and institutional clients, providing financial planning, retirement plan consulting, and a variety of asset-management programs through a network of Investment Adviser Representatives. The firm utilizes third-party asset managers and advisory programs to deliver tailored investment solutions.

Steven Siegel is a financial advisor with Equitable Advisors in Cary, NC, 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 serves as executor of his mother’s estate. Equitable Advisors serves individual and institutional clients, including pension and profit-sharing plans, offering financial planning, retirement consulting, and asset management programs. The firm utilizes a variety of advisory models and third-party managers, focusing on matching clients to appropriate investment programs without sponsoring its own wrap fee program.

Benjamin Uysmith is a financial advisor with Equitable Advisors in Cary, NC, holding Series 63 and Series 65 credentials and 13 years of industry experience. He has worked at Equitable Advisors since 2014 and previously at Axa Advisors, LLC. Outside of his advisory role, he serves as a board director and treasurer for the LGBTQ+ Center of Durham and holds a board treasurer position with the Home Builders Association of Durham, Orange, and Chatham County. He also operates a photography and bartending business in Durham, NC. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, charitable organizations, and institutional clients. The firm employs a range of advisory programs through Investment Adviser Representatives and external managers, focusing on matching client needs with appropriate portfolio models and offering ERISA fiduciary services to qualified plans.