Oklahoma City, OK Office

Garrison Mc Cauley is a financial advisor with Equitable Advisors holding a Series 66 designation and two years of industry experience. Prior to joining Equitable Advisors, he worked at OneOK for seven years. He serves as an OSSAA wrestling official in Oklahoma City. 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 through various program sponsors and third-party managers to offer advisory and brokerage solutions.

Charles Dahlgren is a financial advisor with Equitable Advisors in Oklahoma City, holding Series 63 and Series 65 credentials and 21 years of industry experience. He has worked with Equitable Advisors since 2012 and previously was associated with Axa Advisors. Outside of his advisory role, Dahlgren is president and majority owner of Wealth Preservation Strategies. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, offering financial planning and retirement plan support alongside access to asset management through LPL programs and third-party asset managers. The firm uses a hybrid referral and implementation model that combines advisory and brokerage channels to deliver tailored financial solutions.

Graham Gore is a financial advisor at Equitable Advisors with Series 63 and Series 65 credentials and four years of industry experience. Prior to joining Equitable Advisors in 2022, he held roles at Gores Phillips 66 and worked in education at the University of Oklahoma and Seiling Junior and High Schools. He serves as a board member of the Edmond Area Chamber of Commerce. Equitable Advisors serves a broad mix of individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, offering 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, with regulatory assets managed on both discretionary and non-discretionary bases.

Darren Telford is a financial advisor with Equitable Advisors in Oklahoma City, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with Equitable Advisors and its predecessor Axa Advisors since 1999. Outside of his advisory role, he volunteers as the treasurer for Healthy Living OKC and serves as a committee member at Putnam City Baptist Church. 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 channels to meet client needs.

Michael Visina is a financial advisor with Equitable Advisors in Oklahoma City, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Equitable Advisors since 2014 and previously worked at Axa Advisors, LLC. Outside of his advisory role, he is involved in property and casualty insurance through Freeland Insurance LLC and various other insurance and brokerage contracts. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, providing financial planning, retirement-plan support, and access to asset management via LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to address client needs.

Tyler Fields is a financial advisor at Equitable Advisors with 12 years of industry experience and holds Series 65 and Series 63 licenses. His prior experience includes roles at Copper Financial Network, Ameriprise Financial Services, LPL Financial, and J.P. Morgan Securities, among others. Outside of finance, he is involved in stand-up comedy. Equitable Advisors serves a diverse client base, including individuals, high-net-worth clients, retirement plans, and institutions, offering 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.

Kevin Schwarz is a financial advisor with Equitable Advisors in Oklahoma City, holding Series 63 and Series 65 credentials and 32 years of industry experience. He has been with Equitable Advisors since 1999 and previously worked at AXA Advisors, LLC. Schwarz also holds various outside insurance contracts. 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 and offers both advisory and brokerage/insurance channels to execute client recommendations.

John Coburn is a financial advisor with Equitable Advisors in Oklahoma City, holding Series 63 and Series 65 credentials and over 33 years of industry experience. He has been with Equitable Advisors since 1999, previously associated with AXA Advisors, LLC. Outside of his advisory role, he is the owner of Coburn Companies, LLC and co-founder and president of a tax entity. 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 uses a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.

Joseph Hladik is a financial advisor with Equitable Advisors in Oklahoma City, holding a Series 66 designation and 18 years of industry experience. He has been with Equitable Advisors since 2015 and has prior experience at Axa Advisors, LLC. Outside of his advisory role, he is involved in managing the Hladik Family Farm and serves as Chair of the Stewardship Committee at St. Francis Xavier Catholic Church. 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, combining advisory and brokerage channels to tailor services according to clients’ goals, risk tolerance, and time horizon.

John Wilson is a financial advisor with Equitable Advisors in Oklahoma City, holding a Series 66 designation and 25 years of industry experience. He has worked at Equitable Advisors since 2006 and previously was affiliated with Axa Advisors. Equitable Advisors serves individual investors, retirement plan sponsors and participants, 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 uses a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to implement client recommendations.

Anthony Howard is a financial advisor with Equitable Advisors in Oklahoma City, holding Series 63 and Series 65 credentials and bringing 50 years of industry experience. He has been with Equitable Advisors since 1999 and previously worked with Axa Advisors, LLC for 21 years. Outside of his financial services career, he is an ordained minister with no compensation. 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 managers. The firm operates a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to implement client recommendations.

Clark Telford is a financial advisor with Equitable Advisors in Oklahoma City, holding a Series 66 designation and four years of industry experience. Prior to joining Equitable Advisors in 2021, he worked at DoorDash and the University of Central Oklahoma. He also maintains a contract role with DoorDash. 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 a broad roster of third-party asset managers. The firm employs a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services to client goals and risk tolerance.

Michael Brown is a financial advisor at Equitable Advisors with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Equitable Advisors since 2012, previously working at AXA Advisors, LLC. Outside of his advisory role, he serves as power of attorney for his spouse. Equitable Advisors provides financial planning, retirement-plan support, and access to asset management for individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm employs a hybrid referral and implementation model utilizing LPL programs and third-party asset managers to tailor services based on client goals, risk tolerance, and time horizon.