Dallas, TX Merit Drive Office

Laura Marquard is a financial advisor at Equitable Advisors in Dallas, TX, holding Series 63 and Series 66 licenses with 22 years of industry experience. She has been with Equitable Advisors since 2009 and previously worked at Axa Advisors. Equitable Advisors serves individuals, pension plans, corporations, charitable organizations, and other institutional clients, providing financial planning, retirement plan consulting, and a variety of asset-management programs delivered through a network of Investment Adviser Representatives and third-party managers.

Phillip Hearn is a financial advisor with Equitable Advisors in Dallas, TX, holding a Series 66 designation and 19 years of industry experience. He has worked at Equitable Advisors since 2007, including its predecessor Axa Advisors. Outside of his advisory role, he is involved in teaching and supply preaching at various churches. Equitable Advisors serves individual and institutional clients, providing financial planning, retirement plan consulting, and asset management through a network of Investment Adviser Representatives. The firm offers a range of advisory programs, including third-party models and discretionary management, and provides ERISA fiduciary services to qualified plans.

Cody Slawson is a financial advisor at Equitable Advisors in Dallas, TX, holding Series 63 and Series 65 licenses with 11 years of industry experience. He has been with Equitable Advisors since 2015 and previously worked at Axa Advisors, LLC for five years. Equitable Advisors serves individual clients including both non-high-net-worth and high-net-worth individuals, as well as pension 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 proprietary and third-party advisory models.

Jordy Sucilea Jr. is a financial advisor at Equitable Advisors in Dallas, TX, holding Series 65 and Series 63 licenses. He has been with Equitable Advisors since 2026 and previously worked at Logies on the Corner and spent four years at the University of Oklahoma. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm provides financial planning, retirement plan consulting, and asset-management programs delivered through a network of Investment Adviser Representatives, utilizing both proprietary and third-party advisory models.

William Johnson is a financial advisor at Equitable Advisors with one year of industry experience and holds the Series 66 designation. His prior work includes roles at the University of Alabama, Bay Mortgage, Walmart, and South Walton Beach Association. Equitable Advisors serves individual clients across wealth levels, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients, providing financial planning, retirement consulting, and asset management programs primarily through a network of Investment Adviser Representatives and third-party asset managers.

Joel Cochran is a financial advisor at Equitable Advisors in Dallas, TX, holding Series 63 and Series 65 licenses with four years of industry experience. He previously worked at Soci, LP for six years before joining Equitable Advisors, where he has been since 2021. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by providing financial planning, retirement plan consulting, and a range of asset-management programs. The firm uses a network of Investment Adviser Representatives and offers both proprietary and third-party asset-management solutions tailored to client needs.

Jonathan Cott is a CFP®-credentialed financial advisor with 27 years of experience, currently with Equitable Advisors in Dallas, TX. He has been with Equitable Advisors and its predecessor, AXA Advisors, since 1999. Outside of his advisory role, he serves as a trustee for a family member trust. 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 employs a variety of advisory models implemented through third-party sponsors and provides ERISA fiduciary services to qualified plans.

Barrett Koerner is a financial advisor with Equitable Advisors in Dallas, TX, holding a Series 66 designation and eight years of industry experience. Prior to joining Equitable Advisors, he worked at AXA Advisors and Texas Christian University. He is involved in sales of tax account programs and group ancillary products. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management programs to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm employs a range of advisory models primarily implemented by third-party managers and offers services covering mutual funds, ETFs, separately managed accounts, and select alternative investments.

Shane Rooney is a financial advisor with Equitable Advisors in Dallas, TX, holding Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Equitable Advisors in 2024, Rooney worked at Aflac and Shake Smart, and attended Southern Methodist University. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, and charitable organizations by providing financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives. The firm utilizes third-party asset managers and advisory programs, offering a range of investment options including mutual funds, ETFs, separately managed accounts, and select alternative investments.

Jaxon Malaby is a financial advisor with Equitable Advisors in Dallas, TX, holding Series 63 and Series 65 licenses and bringing two years of industry experience. His prior roles include positions at Wells Fargo and involvement with the Spears School of Business. Outside of finance, he has experience in media and entrepreneurship, including work with O'Colly Media Group and ownership of SubPar Disc Golf, LLC. Equitable Advisors serves a broad client base including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management programs primarily through a network of Investment Adviser Representatives and third-party program sponsors.

Mark Jenison is a financial advisor with Equitable Advisors in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Equitable Advisors since 1999, also working with AXA Advisors, LLC from 1999 to 2020. Outside of his advisory role, Jenison participates in the Business Alliance Round Table and serves as a trustee for a family living trust. Equitable Advisors serves individuals across the wealth spectrum, as well as pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset-management programs. The firm utilizes a range of in-house and third-party advisory models and focuses on aligning client portfolios with their risk tolerance and financial goals.

Andrew Mc Clure is a financial advisor with Equitable Advisors in Dallas, TX, holding a Series 66 designation and bringing 10 years of industry experience. He has been with Equitable Advisors since 2016 and previously worked at AXA Advisors, LLC. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and various asset-management programs. The firm’s approach involves matching clients to program models or discretionary managers, utilizing both proprietary and third-party investment solutions.

Nicole Ramirez is a financial advisor with Equitable Advisors in Dallas, TX, holding a Series 66 designation and 19 years of industry experience. She has been with Equitable Advisors and its predecessor, Axa Advisors, LLC, from 2006 to the present. Equitable Advisors serves individual clients, including both non-high-net-worth and high-net-worth individuals, as well as 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, utilizing both firm-offered and third-party advisory solutions.

Kyra Laird is a Series 66-credentialed financial advisor with Equitable Advisors in Dallas, TX, bringing two years of industry experience. Prior to joining Equitable Advisors, she worked in various roles including positions at Palm Beach Tan and Washington State University. Equitable Advisors serves a broad client base including individuals, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives and third-party sponsors.

Michael Carter is a financial advisor with Equitable Advisors in Dallas, TX. He holds a Series 66 designation and has one year of experience in the industry. Prior to joining Equitable Advisors, he worked in real estate and education roles, including positions at Realty One Group and The Children's Lighthouse of Oak Point. Equitable Advisors serves a broad client base ranging from individuals to institutional clients, providing financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives and third-party managers.