Milwaukee, WI East Kilbourn Avenue Office

Devin Yates is a financial advisor with Equitable Advisors, holding a Series 66 designation and two years of industry experience. Before joining Equitable Advisors, he worked for the Wisconsin Institute of CPAs and has experience in various roles including lawn care services and sign manufacturing. Equitable Advisors serves a diverse client base ranging from individual investors to institutional clients, providing financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives. The firm utilizes a variety of third-party advisory programs and offers a range of investment solutions including mutual funds, ETFs, and alternative investments.

Brennen Tofson is a financial advisor at Equitable Advisors with Series 63 and Series 66 licenses and two years of industry experience. His prior work experience includes roles at Wilderness Resort, Wild Rock Golf Club, and Wealth Distribution Strategies. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients by providing financial planning, retirement plan consulting, and a variety of asset-management programs through a broad network of Investment Adviser Representatives. The firm utilizes both proprietary and third-party advisory models and offers services that include mutual funds, ETFs, separately managed accounts, and select alternative investments.

Alexander Werchowski is a financial advisor with Equitable Advisors, holding a Series 66 designation and beginning his industry experience in 2026. Prior to joining Equitable Advisors, he worked at KKCPA SC and Arena Americas. Equitable Advisors serves a broad 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 a range of third-party advisory models and in-house solutions across mutual funds, ETFs, and alternative investments.

Benjamin Elias is a financial advisor with Equitable Advisors in Milwaukee, WI, holding a Series 66 designation and four years of industry experience. His prior work includes roles at Cobra Puma Golf and Coldwell Banker Realty. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management programs. The firm uses a range of investment vehicles and collaborates with third-party managers, focusing on tailored advice based on client risk tolerance and plan information.

Madison Weschler is a financial advisor with Equitable Advisors in Milwaukee, WI, holding Series 63 and Series 66 licenses and five years of industry experience. Prior to joining Equitable Advisors, Madison’s work history includes roles at DoorDash and The Peaks Senior Living Community, as well as positions at Northern Arizona University and Edison High School. 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 programs. The firm utilizes a variety of third-party advisory programs and emphasizes matching clients to appropriate investment models and managers.

Nathan Bruno is a financial advisor at Equitable Advisors with Series 66 credentials and approximately one year of industry experience. His prior work includes roles at Hawkins Ash CPAs and Wisconsin Concrete Coatings, among others. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, and charitable organizations by providing financial planning, retirement plan consulting, and various asset-management services primarily delivered through a network of Investment Adviser Representatives and third-party asset managers.

Christian Wemmert is a Series 66-registered financial advisor with six years of industry experience, currently affiliated with Equitable Advisors in Milwaukee, WI. His prior work includes roles at Park Avenue Securities and Guardian Life Insurance Company. He also serves as an administrator or executor of an estate or trustee of a trust for non-family or family members. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory programs through Investment Adviser Representatives and third-party asset managers, emphasizing tailored client solutions without sponsoring its own wrap fee program.

Nicholas Pluemer is a financial advisor at Equitable Advisors with a Series 66 designation and less than one year of industry experience. His prior roles include positions at JP Morgan Chase & Co., the Wisconsin Army National Guard, and involvement with FOCUS Catholic. Equitable Advisors provides financial planning, retirement consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm utilizes a network of Investment Adviser Representatives and partners with third-party asset managers and advisory programs to deliver customized investment solutions.

Anthony Silva is a Series 66 licensed financial advisor with Equitable Advisors in Milwaukee, WI, with 19 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, since 2007. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm offers financial planning, retirement plan consulting, and asset-management programs delivered through a network of Investment Adviser Representatives, utilizing both firm-offered and third-party advisory solutions.

Nathan Laib is a financial advisor with Equitable Advisors in Milwaukee, WI, holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining Equitable Advisors, he worked at Fox Valley Metrology and was involved with the University of Wisconsin-Whitewater and the Oshkosh Chamber of Commerce. He also has experience with Laib Restoration Inc. and Lourdes Academy. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by providing financial planning, retirement plan consulting, and asset-management programs. The firm delivers its services through a network of Investment Adviser Representatives and offers both proprietary and third-party advisory solutions, including various model and wrap programs.

Colton Whitaker is a financial advisor with Equitable Advisors in Milwaukee, WI, holding a Series 66 designation and three years of industry experience. Before joining Equitable Advisors in 2022, he held various roles including positions at Miura Boiler and Generac Power Systems. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by providing financial planning, retirement plan consulting, and a variety of asset-management programs. The firm’s approach involves assessing client risk tolerance and matching clients to advisory models or discretionary managers, with a significant reliance on third-party program sponsors and TAMPs.

Vinh Ho is a financial advisor with Equitable Advisors in Milwaukee, WI, holding Series 63 and Series 65 licenses and seven years of industry experience. His prior work includes positions at NYLIFE Securities LLC, New York Life Insurance Company, and legal work at Xuan Law Firm. 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 through a network of Investment Adviser Representatives and third-party asset managers.

Cade La Fond is a financial advisor with Equitable Advisors in Milwaukee, WI, holding a Series 66 designation and beginning his industry career in 2023. Prior to advising, he has experience working at the University of Wisconsin Whitewater and the Kenosha Parks Department. Outside of finance, La Fond is involved in the restaurant industry as a bartender at Casa Capri, a role he has maintained since 2017. 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 through a network of Investment Adviser Representatives and third-party program providers.

Kaden Kubisz is a financial advisor with Equitable Advisors in Milwaukee, WI, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Wealthspire Advisors and the University of Wisconsin Madison. 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 various asset-management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party solutions.

Nicholas Sulla is a financial advisor with Equitable Advisors in Milwaukee, WI. He holds a Series 66 designation and has one year of industry experience. His prior work includes roles outside the financial industry and involvement with the Children's Hospital of Wisconsin. 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 delivered through a network of Investment Adviser Representatives, utilizing both proprietary and third-party advisory solutions.