Louisville, KY Watterson Center Ct Office

Arnold Staton Jr. is a financial advisor at Equitable Advisors with 10 years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at GWN Securities, AIG, Valic Financial Advisors, AXA Advisors, and Optum. Outside of advising, he is an independent agent involved in fixed insurance sales. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients by 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, using a delivery model that emphasizes LPL-sponsored programs and a range of third-party managers.

Matthew Mc Dowell is a financial advisor at Equitable Advisors in Louisville, KY, holding a Series 66 designation. He joined Equitable Advisors in 2026 and has experience working in various roles prior to his current position. 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 programs offered by LPL and third-party asset managers. The firm utilizes a hybrid referral and implementation model and offers both advisory and brokerage/insurance services.

Ryan Wolfe is a financial advisor with Equitable Advisors in Louisville, KY. He holds the Series 66 designation and has been in the industry since 2025. His prior work experience includes positions at Meritrust Wealth Management, Tri-Arrows Aluminum, First Kentucky Securities, and roles outside finance such as at Woodhaven Country Club and Kentucky Kingdom & Hurricane Bay. He also worked at Bellarmine University for five years. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, and institutions, 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, working extensively with program sponsors and third-party managers to deliver advisory and brokerage solutions.

Dallas Tuggle is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. Before becoming an advisor, he worked at Epic Systems for four years and has a background including time at Eastern Kentucky University. Equitable Advisors serves a wide range of clients, including individuals, high-net-worth investors, retirement plans, corporations, and charitable and institutional entities. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating through various program sponsors and endorsed platforms to provide advisory and brokerage solutions.

John Scott is a financial advisor with Equitable Advisors holding a Series 66 designation. He has one year of industry experience, including prior roles at Louis T. Roth & Co., PLLC, and experience outside finance in education and hospitality sectors. 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 combining advisory and brokerage channels.

Mason Morris Frey is a financial advisor with Equitable Advisors holding a Series 66 designation and has been with the firm since 2026. He has no prior industry experience before joining Equitable Advisors. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, 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 endorsed third-party platforms to deliver advisory and brokerage solutions.

Alaya Walker is a financial advisor at Equitable Advisors with five years of industry experience. She holds a Series 66 designation and has worked at Equitable Advisors since 2020. Prior to her current role, she was employed at Super Chefs and Parallon (NPAS). Outside of her advisory work, she assists with operating a mobile food truck business in Louisville, KY. 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 asset managers. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage channels tailored to client goals and risk tolerance.

John Bossle Jr. is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He has been with Equitable Advisors since 2015 and previously worked at AXA Advisors. Outside of his advisory role, he serves as a basketball and youth football official in multiple regional and collegiate conferences. 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 tailored to client goals, risk tolerance, and time horizon.

Christopher Schoenfelder is a financial advisor with Equitable Advisors, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. His career includes roles at JP Morgan Chase Bank and JP Morgan Securities LLC, where he worked for eight years, as well as involvement with New Albany Lindy Blues and You. Outside of finance, he is an incorporator for Meyer Manor HOA, Inc. 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 broad network of third-party asset managers. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels tailored to client goals, risk tolerance, and time horizon.

Camden Grandstaff is a financial advisor at Equitable Advisors with one year of industry experience. He holds a Series 66 designation and has prior work experience at the University of Southern Indiana, French Lick Resort, and Springs Valley. 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 channels to implement client recommendations.

Seth Smith is a financial advisor at Equitable Advisors with Series 66 credentials and approximately one year of industry experience. His prior roles include positions at Encore Wealth Management and various non-financial employment at restaurants and the University of Kentucky. Equitable Advisors serves 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 through program sponsors and endorsed third-party managers, providing both discretionary and non-discretionary advisory solutions.