Cumming, GA Office

Howard Burke is a financial advisor with Equitable Advisors in Cumming, GA, holding Series 63 and Series 66 designations and possessing 11 years of industry experience. He has worked at Equitable Advisors since 2014 and previously at Axa Advisors LLC from 2014 to 2020. Additionally, he is involved in outside insurance brokerage activities. 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 variety of advisory models, many implemented through third-party programs, and offers ERISA fiduciary services to qualified plans via credentialed investment adviser representatives.

Bradley Godfrey is a financial advisor with Equitable Advisors, holding a Series 66 designation and 11 years of industry experience. His prior roles include positions at MML Investors Services LLC, MassMutual Life Insurance Co, and Edward Jones. He is also involved in outside insurance activities. Equitable Advisors serves individual and institutional clients with financial planning, retirement consulting, and asset management programs, leveraging a range of firm-offered and third-party advisory solutions.

Howard Burke is a financial advisor with Equitable Advisors in Cumming, GA, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked with Equitable Advisors since 1999, including during its period as AXA Advisors, LLC. Outside of advising, he owns and manages a direct marketing business. Equitable Advisors serves individual and institutional clients, offering financial planning, retirement plan consulting, and a variety of asset-management programs through a broad network of Investment Adviser Representatives. The firm’s approach involves assessing client risk tolerance to match them with advisory models or discretionary managers, utilizing both proprietary and third-party solutions.

Whitney Bryant is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. Prior to joining Equitable Advisors, Bryant worked at Next Financial Group Inc and Financial Strategies of Georgia. Bryant serves as a board member of the Johns Creek Chamber of Commerce, participating in nonprofit activities and decision-making. 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 range of advisory models, including third-party asset managers and LPL-sponsored programs, offering diversified investment solutions without sponsoring its own wrap fee program.

Roger Kachinske is a Series 66-credentialed financial advisor with 19 years of industry experience, currently with Equitable Advisors since 2010. His prior experience includes roles at Axa Advisors, LLC and Waddell & Reed. Outside of his advisory work, he is president and sole proprietor of Kachinske Financial, Inc. 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 through a network of Investment Adviser Representatives utilizing both proprietary and third-party programs.

Frederick Vanpatten is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 credentials and possessing 42 years of industry experience. He has been with Equitable Advisors since 1999, previously associated with Axa Advisors. Outside of his advisory role, Vanpatten volunteers at the Qualified Plan Southeast Conference and serves as an honor ambassador promoting community involvement with local police and first responders. 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. The firm’s approach integrates third-party advisory models and offers ERISA fiduciary services through credentialed representatives.