Louisville, KY Watterson Center Ct Office

Arnold Staton Jr. is a financial advisor with Equitable Advisors in Louisville, KY, holding Series 63 and Series 66 licenses and having 10 years of industry experience. His prior roles include positions at Gwn Securities, AIG, Valic Financial Advisors, AXA Advisors, and Optum. Outside of advisory work, he operates as an independent agent for fixed insurance sales. Equitable Advisors serves a broad range of clients, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives and third-party managers. The firm emphasizes matching clients to appropriate advisory models and offers a mix of proprietary and third-party investment solutions.

Matthew Mc Dowell is a financial advisor at Equitable Advisors in Louisville, KY, holding a Series 66 designation with one year of industry experience. Prior to joining Equitable Advisors, his work background includes roles outside the financial industry, including positions at Taco Bell and Chuys. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs, utilizing both proprietary programs and third-party advisory models.

Ryan Wolfe is a financial advisor at Equitable Advisors with a Series 66 credential. He has industry experience beginning in 2025, including prior roles at Meritrust Wealth Management, First Kentucky Securities, and Tri-Arrows Aluminum. He also has five years of experience associated with Bellarmine University. Equitable Advisors serves a diverse client base that includes individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs using both proprietary and third-party advisory models.

Dallas Tuggle is a financial advisor with Equitable Advisors in Louisville, KY. He holds a Series 66 designation and joined the firm in 2025. Prior to entering the industry, he worked at Epic Systems for four years and attended Eastern Kentucky University. Equitable Advisors serves a broad 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 works with a variety of investment models and third-party managers, offering services that include ERISA fiduciary consulting and a range of mutual funds, ETFs, separately managed accounts, and select alternative investments.

Mason Morris Frey is a financial advisor with Equitable Advisors in Louisville, KY, holding a Series 66 designation. He began his advisory career in 2026 at Equitable Advisors. Prior to that, his work experience includes roles in various industries such as logistics, technology, and retail. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and asset management through a network of Investment Adviser Representatives and utilizes a range of third-party asset management programs.

Alaya Walker is a financial advisor at Equitable Advisors in Louisville, KY, holding a Series 66 designation with five years of industry experience. Prior to joining Equitable Advisors in 2020, she worked at Parallon (NPAS) and was involved with Super Chefs. Outside of financial advising, she assists her spouse in operating a mobile food truck business, Chicagos Jerk Tacos. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm uses a variety of advisory models and third-party asset managers to deliver customized investment solutions.

John Bossle Jr. is a financial advisor with Equitable Advisors in Louisville, KY, holding Series 63 and Series 65 licenses and possessing 11 years of industry experience. He has worked at Equitable Advisors since 2015, following time at Axa Advisors, LLC. Outside of his advisory work, he serves as a basketball and youth football official in multiple local and collegiate leagues. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm utilizes a range of advisory programs and third-party asset managers to tailor investment solutions based on client risk tolerance and personal or plan information.

Christopher Schoenfelder is a financial advisor with Equitable Advisors in Louisville, KY, holding Series 63 and Series 66 designations and 12 years of industry experience. He previously worked at JP Morgan Chase Bank and JP Morgan Securities LLC for eight years and was involved with the New Albany Lindy Blues and You organization. Schoenfelder is also an incorporator of Meyer Manor HOA, Inc. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients by offering financial planning, retirement consulting, and various asset management programs. The firm utilizes a network of Investment Adviser Representatives and leverages third-party advisory programs and asset managers to deliver tailored investment solutions.

Camden Grandstaff is a financial advisor with Equitable Advisors in Louisville, KY, holding a Series 66 designation and two years of industry experience. His prior work includes roles at the University of Southern Indiana and French Lick Resort. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives. The firm uses a variety of advisory models and third-party asset managers, providing services across mutual funds, ETFs, separately managed accounts, and select alternative investments.