Freeport, FL Office

Nicole Koehler is a financial advisor with Equitable Advisors, holding a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors in 2024, she worked in education with Wake County Public Schools and has served as a logistics officer in the U.S. Army since 2009. Equitable Advisors provides financial planning, retirement plan support, and access to asset management for individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm operates a hybrid referral and implementation model using third-party asset managers and offers both advisory and brokerage services.

Luke Koehler is a financial advisor with Equitable Advisors, holding a Series 66 designation and two years of industry experience. He has served in the United States Army since 2009 as a defense officer. 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, offering both advisory and brokerage channels to implement client recommendations.