Fredericksburg, VA Amelia Street Office

Michael Cupp is a financial advisor at Equitable Advisors with nine years of industry experience. He holds a Series 66 credential and has worked at Equitable Advisors since 2017, following a period at AXA Advisors and a role at James Madison University. Outside of his advisory work, Cupp is involved in managing short-term rental properties through Cupps Properties LLC. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management programs to individuals, plans, corporations, and charitable organizations. The firm’s offerings include third-party advisory models and ERISA fiduciary services, with a focus on matching clients to appropriate investment programs and portfolio managers.

William Mears is a financial advisor with Equitable Advisors in Fredericksburg, VA, holding a Series 66 designation and 11 years of industry experience. He has been with Equitable Advisors since 2015 and previously worked at Axa Advisors, LLC. He maintains a client resource website approved by Equitable. 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’s approach involves assessing client information and risk tolerance to match clients with program models or discretionary managers, utilizing both proprietary and third-party solutions.

Christopher Fines is a financial advisor with Equitable Advisors in Fredericksburg, VA, holding a Series 66 designation and 23 years of industry experience. He has been with Equitable Advisors since 2003, previously associated with Axa Advisors, LLC. Outside of his advisory role, he is a member of a limited liability company involved in property management. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and a variety of asset-management programs through a network of Investment Adviser Representatives. The firm utilizes a range of third-party advisory programs and discretionary managers to tailor investment solutions for its clients.

Michael Hayes Jr. is a financial advisor with Equitable Advisors in Fredericksburg, VA, holding a Series 66 designation and 20 years of industry experience. He has worked at Equitable Advisors and its predecessor, Axa Advisors, LLC, since 2006. Outside of advisory work, he is a member of Community Property Group LLC, which owns his office space. Equitable Advisors serves individual clients across a broad spectrum, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset-management programs. The firm utilizes a combination of firm-offered programs and third-party advisory platforms to deliver customized investment solutions.

Joshua Alloway is a financial advisor with Equitable Advisors in Fredericksburg, VA, holding Series 63 and Series 65 credentials and 15 years of industry experience. He has been with Equitable Advisors since 2011 and previously worked at AXA Advisors. Additionally, he serves on the board of Canterbury Nursery School, contributing to planning and creative processes. Equitable Advisors serves individual and institutional clients, including pension plans and charitable organizations, providing financial planning, retirement plan consulting, and asset management through a network of Investment Adviser Representatives. The firm employs various advisory models implemented by third-party asset managers and offers ERISA fiduciary services to qualified plans.

Samuel Jerome is a financial advisor with Equitable Advisors, holding a Series 66 designation and nine years of industry experience. He previously worked at Axa Advisors, LLC, and has experience outside finance managing a liquor outlet. Since 2021, he has operated a separate business entity, Community Financial Group. Equitable Advisors serves a range of clients including individuals across wealth levels, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs primarily through a network of Investment Adviser Representatives and third-party asset managers.