Dallas, TX Merit Drive Office

Laura Marquard is a financial advisor with Equitable Advisors in Irving, TX, holding Series 63 and Series 66 registrations and possessing 21 years of industry experience. She has been with Equitable Advisors since 2009, including its predecessor Axa Advisors, 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 LPL programs and third-party asset managers. The firm uses a client intake process to tailor financial plans and advisory programs, operating a hybrid referral and implementation model with both advisory and brokerage channels.

Phillip Hearn is a financial advisor with Equitable Advisors, holding a Series 66 designation and 18 years of industry experience. He has been with Equitable Advisors since 2007 and previously worked with Axa Advisors, LLC. Outside of his advisory role, he is involved in various churches through teaching and supply preaching. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management via third-party programs. The firm employs a hybrid referral and implementation model, utilizing multiple third-party asset managers and offering both advisory and brokerage channels.

Cody Slawson is a financial advisor with Equitable Advisors in Dallas, TX, holding Series 65 and Series 63 licenses and bringing 11 years of industry experience. He has been with Equitable Advisors since 2015, including time at its predecessor, Axa Advisors. Equitable Advisors serves a diverse client base that includes individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating mainly through program sponsors and endorsed turnkey asset management platforms.

William Johnson is a financial advisor with Equitable Advisors in Dallas, TX, holding a Series 66 designation. He has no prior industry experience and has held various roles outside the financial sector, including positions at the University of Alabama, Bay Mortgage, Walmart, and St. Pauls Episcopal School. 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 supports both advisory and brokerage/insurance channels to implement client recommendations.

Joel Cochran is a financial advisor with Equitable Advisors in Dallas, TX, holding Series 65 and Series 63 licenses and having four years of industry experience. He previously worked at Soci, LP for six years prior to joining Equitable Advisers, LLC in 2021. Equitable Advisors serves a diverse range of clients including individuals, high-net-worth, 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 through a dual-registered model as both an SEC-registered investment adviser and a broker-dealer.

Jonathan Cott is a CFP® professional with 27 years of experience at Equitable Advisors, where he has worked since 1999. Prior to the rebranding of AXA Advisors, LLC, he served at that firm as well, spanning over two decades. Outside of his advisory role, Cott is a majority partner in BEYOND STOWE, LLC, and acts as a trustee for a family member trust. 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 various third-party asset managers. The firm employs a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.

Barrett Koerner is a financial advisor with Equitable Advisors in Dallas, TX, holding a Series 66 designation and eight years of industry experience. He has worked at Equitable Advisors since 2018 and previously was associated with AXA Advisors. Outside of his advisory role, he is involved in sales of tax account programs and group ancillary products through separate business activities. Equitable Advisors serves a broad range of individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients by offering 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 a broker-dealer, utilizing LPL-sponsored programs and endorsed TAMPs to deliver advisory and brokerage solutions.

Shane Rooney is a financial advisor with Equitable Advisors in Dallas, TX, holding Series 63 and Series 66 credentials and two years of industry experience. His prior work includes roles at Shake Smart and Aflac, as well as experience during his time at Southern Methodist University. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, and institutions, offering financial planning, brokerage services, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, utilizing LPL-sponsored programs and endorsed TAMPs to deliver advisory and brokerage solutions.

Jaxon Malaby is a financial advisor at Equitable Advisors in Dallas, TX, with two years of industry experience. He holds Series 63 and Series 65 designations and has worked at Wells Fargo and within academic roles at the Spears School of Business and Oklahoma State University. Outside of finance, he has been involved in entrepreneurial activities through SubPar Disc Golf, LLC. Equitable Advisors serves a diverse client base including individuals, high-net-worth, retirement plans, and institutional clients, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates through program sponsors and third-party managers, with a significant portion of assets managed non-discretionarily.

Mark Jenison is a financial advisor with Equitable Advisors in Dallas, TX, holding Series 63 and Series 65 licenses and 27 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, since 1999. Outside of advising, he participates in the Business Alliance Round Table leadership group and serves as a trustee of a living trust for his parents. Equitable Advisors serves individual investors, retirement plan sponsors and participants, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through a range of third-party programs. The firm operates a hybrid advisory and brokerage model, tailoring services to client goals and risk tolerance while offering both discretionary and non-discretionary investment management options.

Andrew Mc Clure is a financial advisor with Equitable Advisors, holding a Series 66 designation and 10 years of industry experience. He has been with Equitable Advisors since 2016 and previously worked at AXA Advisors, LLC for four years. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charitable organizations, and institutions. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating as both an SEC-registered investment adviser and broker-dealer.

Nicole Ramirez is a Series 66-licensed financial advisor with Equitable Advisors in Dallas, TX, where she has worked since 2006. She has 19 years of industry experience and previously worked with Axa Advisors, 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 LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model that combines advisory and brokerage channels to tailor services based on client goals and risk tolerance.

Kyra Laird is a financial advisor with Equitable Advisors in Dallas, TX, holding a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, she held various roles including positions at Palm Beach Tan and The Emporium. 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 a range of third-party asset managers. The firm operates a hybrid referral and implementation model that utilizes external program sponsors and offers both advisory and brokerage services.

William Philips is a financial advisor with Equitable Advisors in Dallas, TX. He holds a Series 66 designation and has been with Equitable Advisors since 2026. His prior experience includes roles in church ministries and various short-term positions in different industries. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, and institutional investors, providing financial planning, brokerage, insurance, and access to third-party asset management programs through a combination of advisory and brokerage solutions.

John Fleming is a financial advisor with Equitable Advisors in Dallas, TX, holding Series 63 and Series 65 licenses and five years of industry experience. His career includes prior roles at Axa Advisors, Hilltop Securities Independent Network, and Blue Goblin Inc. Fleming also worked at Southern Methodist University for four years. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions, offering 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 and works extensively with program sponsors and third-party managers to deliver advisory and brokerage solutions.