Charlotte, NC 7207 Ibm Drive Office

Brian Zellner is a financial advisor with Equitable Advisors in Charlotte, NC, holding Series 63 and Series 66 licenses and 18 years of industry experience. His prior work includes roles at D.A. Davidson & Co. for eight years and multiple positions at LPL Financial and Merrill. He also has experience outside the financial sector, including work with Vail Resorts and Bambis Christmas Trees. Equitable Advisors serves a broad client base, including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management programs. The firm utilizes a network of Investment Adviser Representatives and collaborates with third-party asset managers to deliver investment solutions tailored to clients’ risk tolerance and goals.

Tony Richardson is a financial advisor with Equitable Advisors in Charlotte, NC, holding a Series 66 designation and 13 years of industry experience. He has been with Equitable Advisors since 2014 and previously worked at Axa Advisors LLC. Outside of his advisory role, Tony tutors students in English, Japanese, Series 7 exam preparation, and Bible Studies through WyzAnt Tutoring Company. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset management programs. The firm’s approach involves assessing client information and risk tolerance to match clients with suitable advisory models or discretionary managers, utilizing both proprietary and third-party investment solutions.

Christopher Zehetmaier is a financial advisor with Equitable Advisors in Charlotte, NC, holding a Series 66 designation and 11 years of industry experience. His prior roles include positions at Gladstone Wealth Partners, LPL Financial, and GWN Securities Inc. before joining Equitable Advisors. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives. The firm utilizes a variety of third-party advisory models and offers services covering mutual funds, ETFs, separately managed accounts, alternative investments, and ERISA fiduciary services.

Jason Brown is a financial advisor with Equitable Advisors in Charlotte, NC, holding a Series 66 designation and 13 years of industry experience. His work history includes roles at Equitable Distributors, LLC, AXA Distributors, LLC, Axa Advisors LLC, and Capital Guardian, LLC. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and various asset-management programs. The firm utilizes both proprietary and third-party advisory models and provides ERISA fiduciary services through credentialed representatives.

Mario Conelly is a financial advisor with Equitable Advisors in Charlotte, NC, holding a Series 66 designation and seven years of industry experience. His prior work includes roles at AXA Advisors, LLC, Axa Equitable, and Mass Mutual Investors Services. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients by offering financial planning, retirement plan consulting, and various asset-management programs. The firm employs a model-based advisory approach implemented through third-party sponsors and discretionary portfolio management, providing a range of investment options and ERISA fiduciary services.

Michael Warren is a Series 66-licensed financial advisor with Equitable Advisors in Charlotte, NC, and has 10 years of industry experience. He has been with Equitable Advisors since 2017, including time under its prior affiliations with AXA Advisors and Axa Equitable. Equitable Advisors serves a broad client base, including individuals of varying net worth, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset-management programs. The firm utilizes a range of advisory models implemented through third-party managers and LPL-sponsored programs, providing services across mutual funds, ETFs, separately managed accounts, and select alternative investments.

Janmall Broome is a financial advisor with Equitable Advisors, holding a Series 66 designation and five years of industry experience. Prior to joining Equitable Advisors, Broome worked at firms including Wells Fargo Clearing Services, Better Mortgage, and The Vanguard Group. 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 utilizes a variety of advisory programs and third-party asset managers to deliver tailored investment solutions.

Charles Higdon is a financial advisor at Equitable Advisors in Charlotte, NC, holding a Series 66 designation with 12 years of industry experience. He previously worked at LPL Financial for 19 years before joining Equitable Advisors in 2026. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, charitable organizations, and institutional clients. The firm offers financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives and third-party managers.

Karl Curry is a financial advisor at Equitable Advisors with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Aon Hewitt Financial Advisors and Talentbridge prior to his current role. 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 asset management programs through a network of investment adviser representatives and utilizes third-party asset managers and advisory programs.

Kristen Smith is a financial advisor with Equitable Advisors in Charlotte, NC, holding a Series 66 designation and 23 years of industry experience. She has worked at Equitable Advisors and its affiliated firms since 2008 and previously at Cetera Wealth Services. Outside of advising, she serves as a board member on the Education Committee of Prospanica’s local chapter and supports a small entrepreneurial venture created by her daughter. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, plans, corporations, and institutions. The firm uses a range of third-party advisory programs and discretionary managers to tailor investment solutions and offers ERISA fiduciary services through credentialed representatives.

Chad Poires is a financial advisor at Equitable Advisors in Charlotte, NC, holding Series 63 and Series 65 licenses with 13 years of industry experience. His career includes roles at LPL Financial, CUNA Brokerage Services, Santander Bank, and Citizens Bank. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, and charitable organizations with financial planning, retirement plan consulting, and asset management programs delivered through a network of Investment Adviser Representatives. The firm utilizes various advisory models, including third-party TAMPs and LPL-sponsored programs, offering a range of investment options and ERISA fiduciary services for qualified plans.

Andre Pitts is a financial advisor with Equitable Advisors in Charlotte, NC, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. His prior roles include positions at The Vanguard Group and LPL Financial. Outside of his advisory work, Pitts operates as a notary public and works as an independent Uber and Lyft driver. Equitable Advisors serves a broad client base, including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management programs. The firm leverages third-party asset managers and a variety of advisory models to tailor investment solutions.

Joshua Richardson is a financial advisor at Equitable Advisors with nine years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley and McGriff Insurance Services. Richardson is based in Charlotte, NC. 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 programs. The firm relies on a network of Investment Adviser Representatives and third-party asset managers to deliver customized investment solutions.

Franchester Mcneill is a financial advisor with Equitable Advisors in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, since 1999, and also has a longstanding association with J.B. Oxford. Equitable Advisors serves individuals across wealth levels, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and a variety of asset-management programs, utilizing a combination of proprietary and third-party advisory models and platforms.