Franklin, TN Office

Justin Barr is a financial advisor with Equitable Advisors, holding a Series 66 designation and three years of industry experience. He has held various roles in educational institutions and athletics organizations prior to joining Equitable Advisors. Additionally, he works as a sales associate with Realty Benefit Services, involved in the sales of a tax account program. 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, delivering advisory and brokerage solutions primarily through LPL-sponsored and other endorsed programs.

Kevin Sanders is a financial advisor at Equitable Advisors with Series 66 credentials and approximately one year of industry experience. His prior work includes roles in education at several schools and brief positions at Thrivent Investment Management, Expeditors, and FedEx Express. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, 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 primarily through LPL-sponsored programs and endorsed third-party managers, delivering both discretionary and non-discretionary advisory solutions.

Anthony Stevens is a financial advisor with Equitable Advisors in Franklin, TN, holding Series 63 and Series 65 credentials and 14 years of industry experience. He has worked with Equitable Advisors and its predecessor AxA Advisors since 2012. Stevens is also associated with an outside insurance carrier. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, and institutions, offering financial planning, broker-dealer services, insurance, and access to third-party asset management programs through a dual-registered model.

Dallas George is a financial advisor at Equitable Advisors with 22 years of industry experience. He holds the Series 66 designation and has been with Equitable Advisors since 2003, previously associated with Axa Advisors, LLC. Outside of his advisory role, he is the owner and sole proprietor of Waypoint Financial Partners, LLC, and is involved in patent filings through DG Technologies. 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 LPL programs and third-party asset managers. The firm uses a hybrid referral and implementation model, offering both advisory and brokerage channels tailored through a client intake process that assesses goals, risk tolerance, and time horizon.

Jackson Austin is a Series 66 licensed financial advisor with Equitable Advisors in Franklin, TN, bringing two years of industry experience. His prior roles include positions at Lake Area Tax Service and Fredonia Valley Bank, as well as experience working in the Office of Congressman James Comer. Outside of his advisory role, he is involved in sales activities related to tax account programs and ancillary insurance products through Realty Benefit Services and Dergalis Associates LLC. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients. The firm offers financial planning, brokerage, insurance distribution, and access to third-party asset management programs, operating through a variety of sponsored platforms and endorsed managers.

Andrew Kaelin is a financial advisor with Equitable Advisors, holding a Series 66 designation and six years of industry experience. His background includes roles in logistics, sports media relations, and collegiate athletics support prior to joining Equitable Advisors in 2020. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, and institutions. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs through a dual-registered model that emphasizes both advisory and brokerage solutions.

Cade Graham is a financial advisor at Equitable Advisors with one year of industry experience. He holds the Series 66 designation and has previously worked at Working Distributors and The Club at Olde Stone. 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, offering both advisory and brokerage/insurance services tailored to client goals and risk tolerance.

Jaejung Yoon is a financial advisor with Equitable Advisors, holding a Series 66 credential and four years of industry experience. Prior to joining Equitable Advisors in 2021, Yoon worked at Waypoint Financial Partners, LLC. Outside of advisory work, Yoon coaches kickers and punters in athletic development. 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 managers and LPL programs. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage channels tailored to clients’ goals, risk tolerance, and time horizon.

Kurt Coalmer is a financial advisor with Equitable Advisors in Franklin, TN, holding a Series 66 designation and 16 years of industry experience. He has worked at Equitable Advisors since 2017, with prior experience at Axa Advisors, LLC and Jackson National. Outside of his advisory work, he serves as an executor of an estate for a family member. 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 operates a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels tailored through a client intake process.

Nicholas Robinson is a financial advisor with Equitable Advisors in Syracuse, NY, holding a Series 66 designation and three years of industry experience. His background includes roles in education and hospitality, including positions at SUNY Oswego and The Barracks Inn. 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 wide range of 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.

Williams Criley is a financial advisor with Equitable Advisors holding a Series 66 designation and beginning his industry career in 2026. Prior to joining Equitable Advisors, he was involved with several organizations including TV Paraphernalia, Vintage Vandy, and Vanderbilt University. 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 through a dual-registered investment adviser and broker-dealer model.

Aidan Wagner is a financial advisor with Equitable Advisors holding a Series 66 designation and beginning his advisory career in 2026. He has prior work experience at Wilson Bank & Trust and Kroger, as well as roles with the City of Tullahoma, TN, and Tullahoma High School. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporate, charitable, and institutional entities, 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 LPL-sponsored programs and various endorsed third-party managers to deliver advisory and brokerage solutions.

William Parker is a financial advisor with Equitable Advisors in Murfreesboro, TN, holding a Series 66 designation and 18 years of industry experience. He has been with Equitable Advisors since 2007, including its predecessor, Axa Advisors, LLC. Outside of his advisory role, he owns and operates Morning View Farm, a cattle farming business in Tennessee. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, providing financial planning, retirement plan support, and access to asset management through LPL programs and multiple third-party asset managers. The firm utilizes a hybrid referral and implementation model, combining advisory and brokerage channels to tailor financial solutions based on client goals and risk tolerance.

Parker Barton is a financial advisor at Equitable Advisors with four years of industry experience. He holds the Series 66 designation and has worked at firms including Dallas George and Waypoint Financial Partners. In addition to his advisory role, he is a registered sales assistant at Dallas George, focusing on client rapport and operational support. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, and institutions. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, relying on LPL-sponsored programs and endorsed TAMPs to deliver advisory and brokerage solutions.

Bryce Johnson is a financial advisor with Equitable Advisors holding a Series 66 designation and four years of industry experience. Prior to joining Equitable Advisors in 2022, he worked at Watertown Savings Bank and held various roles in education and recreation. He is also a sales associate for Realty Benefit Services and Dergalis Associates LLC in Cherry Hill, NJ. Equitable Advisors serves a diverse range of clients including individuals, high-net-worth clients, retirement plans, and institutions, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates through numerous program sponsors and third-party managers, focusing on both discretionary and non-discretionary asset management.