Overland Park, KS W 95th St. Office

Max Detwiler is a financial advisor with Equitable Advisors in Overland Park, KS, holding a Series 66 designation and eight years of industry experience. His prior roles include work at Axa Advisors, Foresters Financial, and multiple positions at Kansas State University. Outside of finance, he works part-time as a delivery driver for DoorDash. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, and charitable organizations through financial planning, retirement plan consulting, and various asset-management programs. The firm leverages a network of Investment Adviser Representatives and third-party asset managers, offering a range of advisory models that include mutual funds, ETFs, separately managed accounts, and select alternative investments.

Kenneth Walton is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 designations and bringing 27 years of industry experience. He has worked with Equitable Advisors and its predecessor, AXA Advisors, since 1999. Walton also conducts business under the DBA name Reflection Financial Strategies, LLC. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients with financial planning, retirement plan consulting, and various asset-management programs. The firm employs a range of advisory models and third-party managers, focusing on personalized client assessments and offering both proprietary and third-party investment solutions.

Joseph Umscheid is a CFP® and holds a Series 66 license with nine years of industry experience. He has worked with Equitable Advisors since 2016 and previously at AXA Advisors, LLC. He is also an owner of an administrative LLC established for payroll purposes and serves as an administrator of a trust for himself and his spouse. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm’s approach involves assessing client risk tolerance and matching clients to investment program models and discretionary managers, often utilizing third-party asset managers and advisory programs.

Sam Walton is a financial advisor with Equitable Advisors, holding the Series 63 and Series 65 designations and four years of industry experience. His professional background includes roles at Equitable Advisors since 2020, as well as prior experience at Schulte Machine Works, Goosehead Insurance, Axa Advisors, and F.O.C.U.S. 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. The firm utilizes a range of advisory models and third-party asset managers, offering diversified investment solutions without sponsoring its own wrap fee program.

Gage Shirley is a financial advisor at Equitable Advisors with five years of industry experience. He holds a Series 66 designation and has worked at several organizations including SIFTED, UPS, and the St. Thomas Aquinas Catholic Center. Equitable Advisors serves a range of clients including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset management programs delivered through a network of Investment Adviser Representatives, utilizing both proprietary and third-party investment solutions.

Kyle Gabrielson is a Series 66-licensed financial advisor with Equitable Advisors, based in Overland Park, KS, and has six years of industry experience. Prior to joining Equitable Advisors in 2020, he worked at Paws & Co, the University of Arkansas, Nicklaus Golf Club, and Olathe East High School. 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 programs. The firm utilizes a range of advisory models and third-party asset managers to deliver its services, focusing on personalized risk assessment and tailored investment solutions.

Sarah Elyachar is a Series 66-licensed financial advisor with five years of industry experience, currently practicing at Equitable Advisors in Overland Park, KS since 2021. Her prior work includes roles at the Office of Kevin Fox, BDO Digital, NFI Management, and CROYA. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and various asset management programs. The firm combines personalized client assessments with a range of investment solutions delivered through third-party asset managers and proprietary programs.

Mark Jacobs is a financial advisor with Equitable Advisors in Overland Park, KS, holding a Series 66 designation and 15 years of industry experience. He has worked at Equitable Advisors since 2011 and was previously associated with Axa Advisors, LLC. Jacobs also has sales associate roles with Realty Benefit Services and Dergalis Associates, LLC. Equitable Advisors serves a broad range of clients including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party advisory solutions.