Mount Pleasant, SC Wando Park Blvd Office

William Milton Jr. is a financial advisor at Equitable Advisors with 26 years of industry experience. He has been with Equitable Advisors since 2001 and previously worked at AXA Advisors, LLC. Outside of his advisory role, he serves as Chairman of the financial stewardship committee at Mt. Moriah Missionary Baptist Church. Equitable Advisors serves a diverse range of clients including individuals, high-net-worth clients, retirement plans, corporate, charitable, and institutional investors. The firm offers a combination of financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating as both an SEC-registered investment adviser and a broker-dealer.

Daniel Dupuis is a financial advisor with Equitable Advisors in Mount Pleasant, SC, holding Series 63 and Series 65 licenses and having 23 years of industry experience. He has been with Equitable Advisors since 2002, including its predecessor Axa Advisors, LLC. Outside of his advisory role, Dupuis is involved in local business networking groups, serving as vice president and secretary of the Park Circle Group and running the bi-weekly Liberty Networking meetings. Equitable Advisors serves a broad client base including individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm offers financial planning, retirement-plan support, and access to asset management through third-party managers and operates a hybrid model combining advisory and brokerage services.

Huy Le is a financial advisor with Equitable Advisors, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at Edward Jones and UBS Financial Services. He also operates Oak Capital Management, LLC, an independent business involving fixed insurance products. 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 third-party programs. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage/insurance services tailored to client goals and risk tolerance.

Colin Johannessen is a financial advisor at Equitable Advisors with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at firms including Citigroup Global Markets and Commonwealth Financial Group. Johannessen operated as a self-employed advisor from 2019 to 2021. 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 various third-party programs. The firm employs a hybrid referral and implementation model, leveraging multiple advisory platforms and offering both discretionary and non-discretionary investment solutions.

James Plair Jr. is a financial advisor with Equitable Advisors, holding the ChFC® designation and Series 63 and 65 licenses, with 40 years of industry experience. He has worked at Equitable Advisors since 1999 and was previously with Axa Advisors, LLC. Outside of his advisory role, he operates a group health insurance brokerage business under James B. Plair Jr & Associates. 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 employs a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels tailored to client goals, risk tolerance, and time horizons.

Sean Dambaugh is a financial advisor with Equitable Advisors in Mount Pleasant, SC, holding a Series 66 designation and 13 years of industry experience. He has been with Equitable Advisors since 2013 and previously worked at Axa Advisors. Outside of his advisory role, he is a partner in OCM Real Estate, 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 operates a hybrid referral and implementation model, combining advisory and brokerage channels to tailor investment solutions based on client goals, risk tolerance, and time horizon.

George Holmes IV is a Series 66-licensed financial advisor with Equitable Advisors, where he has worked since 2004, totaling 22 years in the industry. Prior to the firm's rebranding, he was associated with Axa Advisors, LLC for 16 years. Outside of advising, Holmes is a partner in OCM Real Estate, LLC. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charitable organizations, and institutions. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs through a dual-registered model as both an SEC-registered investment adviser and broker-dealer.

Charlotte Littleton is a financial advisor with Equitable Advisors, holding a Series 66 designation and one year of industry experience. Her prior roles include positions at Oak Capital Management and Daniel Dupuis. Outside of advising, she is involved with The Sustainable Warehouse, a nonprofit where she serves as a bookkeeper, and owns The Blank House LLC, an appraisal photography business. 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 various third-party managers. The firm operates a hybrid referral and implementation model, utilizing both advisory and brokerage channels to implement client recommendations.

Troy Barrentine is a CFP® and ChFC® with 31 years of industry experience, currently serving at Equitable Advisors since 1999. Prior to the firm’s current branding, he was associated with AXA Advisors, LLC for 21 years. Outside of his advisory role, Barrentine holds board and financial roles in several entities, including serving as Treasurer on the Board of Directors for Portside Center, LLC. Equitable Advisors serves a diverse client base 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 operates primarily through program sponsors and third-party managers, offering a mix of discretionary and non-discretionary advisory services.