Lebanon, TN Office

William Bryson Jr. is a financial advisor with Equitable Advisors in Lebanon, TN, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with Equitable Advisors since 1999, including its predecessor Axa Advisors, and serves as a board member for Friendship Christian 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 a range of third-party programs and advisory services. The firm employs a hybrid referral and implementation model, combining advisory and brokerage channels to tailor investment solutions based on client goals and risk tolerance.

Tracey Hay is a financial advisor with Equitable Advisors in Lebanon, TN, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. She has been with Equitable Advisors since 1999, including time at AXA Advisors, LLC. Outside of advising, she is a 33 percent owner and partner in a commercial property leasing business. Equitable Advisors serves a broad range of clients including individuals, high-net-worth, retirement plans, corporate, charitable, and institutional clients, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm combines SEC-registered investment adviser and broker-dealer services, working extensively with program sponsors and third-party managers to deliver advisory and brokerage solutions.

Anthony Helton is a CFP® professional with 34 years of industry experience, currently serving at Equitable Advisors since 1999. Prior to that, he was affiliated with AXA Advisors, LLC for 21 years. He is involved in community leadership as an elder at The Greater Nashville Church, where he participates in ecclesiastical decision-making. 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 operates a hybrid referral and implementation model, combining advisory and brokerage/insurance channels to tailor services based on client goals, risk tolerance, and time horizon.

Kyle Setelin is a financial advisor at Equitable Advisors in Lebanon, TN, holding a Series 66 designation with three years of industry experience. Prior to his current role since 2022, he worked in sales and the hospitality industry, including positions at Crye-Leike and Cracker Barrel. Outside of advising, he continues to work part-time as a grill cook and is involved in sales of tax account programs with Realty Benefits Services. 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, operating under a dual-registered model combining advisory and brokerage solutions.