Charlotte, NC North Community House Rd Office

Peter Senick is a financial advisor with Equitable Advisors in Ridgeway, SC, holding a Series 66 designation and 19 years of industry experience. He has been with Equitable Advisors since 2006, including its predecessor Axa Advisors, LLC. Outside of his advisory role, he serves as Board Chair for the Academy of Finance at Olympic High School and owns Senter Rock Capital 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 managers and LPL programs. 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 horizon.

Evan Ferguson is a financial advisor at Equitable Advisors with two years of industry experience. He holds the Series 66 designation and has worked in various roles including positions at Castaways Raw Bar & Grill and UNC Charlotte. Evan is based in Charlotte, NC. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporate, charitable, and institutional clients. The firm offers financial planning and broker-dealer services, leveraging third-party asset management programs and operates primarily through LPL-sponsored platforms and endorsed TAMPs.

Matthew Mc Donough is a financial advisor at Equitable Advisors with two years of industry experience. He holds a Series 66 credential and has worked at Equitable Advisors since 2023. Outside of his advisory role, he is a sales associate for Realty Benefit Services, involved in the sales of a tax account program. 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, combining advisory and brokerage channels to tailor services based on clients’ goals, risk tolerance, and time horizon.

William Owens is a financial advisor with Equitable Advisors in Charlotte, NC. He holds the Series 66 designation and has been with Equitable Advisors since 2026. Before joining the firm, he held various positions including roles in the furniture and data technology sectors and has experience working in hospitality and automotive services. Equitable Advisors serves a diverse client base 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, relying heavily on LPL-sponsored solutions and affiliated managers.

Paige Kilburn is a financial advisor with Equitable Advisors in Charlotte, NC, holding Series 63 and Series 66 credentials and four years of industry experience. She previously worked at BB&T from 2016 to 2021 before joining Equitable Advisors, where she has been since 2021. Equitable Advisors serves a diverse range of clients including individuals, high-net-worth individuals, 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 both an SEC-registered investment adviser and broker-dealer, working extensively through program sponsors and third-party managers to deliver advisory and brokerage solutions.

Jacob Strickland is a financial advisor at Equitable Advisors in Charlotte, NC, holding a Series 66 credential with one year of industry experience. His prior work includes roles outside the financial industry, such as at DeBary Country Club and Security First Insurance. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, 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 primarily through program sponsors and third-party managers, offering a mix of discretionary and non-discretionary advisory solutions.

Michael Claiborne is a financial advisor with Equitable Advisors in Charlotte, NC, holding a Series 66 designation and three years of industry experience. Prior to joining Equitable Advisors, he worked with the American Chamber of Commerce in Korea and the Ministry of Trade, Industry and Energy. 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 various third-party programs. The firm employs a hybrid referral and implementation model, utilizing multiple asset managers and offering both advisory and brokerage services.

Wesley Beulah is a financial advisor with Equitable Advisors in Charlotte, NC, holding a Series 66 designation and four years of industry experience. Prior to joining Equitable Advisors in 2022, he held roles at RKW Residential and Hawthorne Residential. Outside of his advisory work, he manages a property rental company. 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 as a dual-registered SEC investment adviser and broker-dealer, utilizing LPL-sponsored programs and endorsed TAMPs to deliver advisory and brokerage solutions.

Cooper Gower is a financial advisor at Equitable Advisors in Charlotte, NC, holding a Series 66 designation. He joined the firm in 2026 and has prior experience working in retail and service roles, including positions at Lowe's and various car wash businesses. 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 and offers a range of advisory and brokerage services tailored to client goals and risk tolerance.

Anna Cooper is a financial advisor at Equitable Advisors with a Series 66 designation and approximately one year of experience. Her background includes roles at Carepoint, Inc., The McIntosh Law Firm, P.C., and the US House of Representatives. She has also been involved in entrepreneurial ventures such as Pelican's Snoballs and Basilico Italiano. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, 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, working extensively through program sponsors and third-party managers.

Daniel Maday is a financial advisor with Equitable Advisors in Waxhaw, NC, holding a Series 66 designation and over 22 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, since 2002. Maday also operates under the DBA Royal Financial Partners. 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 execute client recommendations.

Phoebe Son Oh is a financial advisor at Equitable Advisors with four years of industry experience. She holds Series 65 and Series 63 designations and has previously worked at Safe Alliance and Davidson College. Outside of her advisory role, she is a commissioned artist and volunteers as a childcare worker at New City Church in Charlotte, NC. 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 operates as both an SEC-registered investment adviser and broker-dealer, utilizing a range of sponsored programs and endorsed third-party managers.

Benjamin Slone is a financial advisor with Equitable Advisors in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He has worked at Equitable Advisors since 2013, including time when the firm operated as Axa Advisors, Llc. Equitable Advisors serves individual investors, retirement plan sponsors and participants, 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, offering both advisory and brokerage/insurance channels to implement client recommendations.

Tracy Levering is a financial advisor with Equitable Advisors in Charlotte, NC, holding Series 63 and Series 65 licenses and having 11 years of industry experience. She has been with Equitable Advisors since 2015 and previously worked at Axa Advisors, LLC. Outside of her advisory role, she serves as a Notary Public in Mecklenburg County. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, offering financial planning and access to asset management through various third-party managers. The firm employs a hybrid referral and implementation model, utilizing LPL and multiple third-party asset managers to tailor advisory services.

Emily Harris is a financial advisor with Equitable Advisors in Charlotte, NC, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. She has been with Equitable Advisors since 2005, including its predecessor Axa Advisors. Outside of her advisory role, she serves as a leader of Girl Scout Troop 603 and is on the board of directors for Heart of a Lion Rescue. 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 managers. The firm operates a hybrid referral and implementation model, combining advisory and brokerage/insurance channels to tailor services based on client goals, risk tolerance, and time horizon.