Minneapolis, MN Wayzata Boulevard Office

John Brey is a Series 66-licensed financial advisor with Equitable Advisors in Minneapolis, MN, where he has worked since 2020. He has six years of industry experience, including prior roles at AXA Advisors, St. Cloud State University, and the City of Brooklyn Park. He is also associated with Falcon Financial LLC. Equitable Advisors serves a diverse range of clients, including individuals, high-net-worth and institutional investors, offering financial planning, brokerage, insurance distribution, and access to third-party asset management programs. The firm operates as a dual-registered SEC investment adviser and broker-dealer, utilizing LPL-sponsored programs and endorsed TAMPs to deliver advisory and brokerage solutions.

Jeffrey Bemel is a financial advisor with Equitable Advisors in Minneapolis, MN, holding Series 63 and Series 65 licenses and 32 years of industry experience. He has been with Equitable Advisors since 1999, previously affiliated with AXA Advisors, LLC during overlapping years. Bemel also operates a separate business under the name Falcon Financial LLC. 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/insurance channels tailored through a client intake process that assesses goals, risk tolerance, and time horizon.

Shane Schiavo is a financial advisor with Equitable Advisors in Minneapolis, MN, holding a Series 66 designation and 12 years of industry experience. He has been with Equitable Advisors since 2013 and previously worked at AXA Advisors. Outside of his advisory role, he serves as the secretary for The Donegal Neighborhood HOA Board. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, 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/insurance channels tailored to client goals, risk tolerance, and time horizon.