Parkersburg, WV Office

David Lyle is a financial advisor at Equitable Advisors with six years of industry experience and holds the Series 66 designation. His prior work includes roles at Robert Morris University, SHIPT, Postmates, DoorDash, and St. Moritz Building Services Inc. He has also been involved with Lyle Enterprise. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients. The firm offers 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.

Wesley Misenheimer is a financial advisor with Equitable Advisors holding a Series 66 designation and less than one year of industry experience. Prior to joining Equitable Advisors, he worked at AAR Corp and in logistics roles at FedEx Ground and UPS. Equitable Advisors serves a diverse client base including 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 as both an SEC-registered investment adviser and broker-dealer and utilizes a range of program sponsors and endorsed platforms to deliver advisory and brokerage solutions.

Emillia Samosky is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, she worked at Ralph Lauren and has operated an Etsy shop called Critter Society. Equitable Advisors serves a diverse client base, including individuals, high-net-worth clients, retirement plans, and institutions, offering financial planning, brokerage services, insurance distribution, and access to third-party asset management programs. The firm uses a delivery model that includes LPL-sponsored programs and endorsed TAMPs, providing both discretionary and non-discretionary advisory services.

Ethan Travis is a financial advisor with Equitable Advisors holding Series 66 and Series 63 licenses, and has two years of industry experience. His prior work includes roles at R&R Logistics and Services and True North LLC. Equitable Advisors serves 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 utilizes LPL-sponsored programs and endorsed third-party managers to provide advisory and brokerage solutions.

Adam Kelly is a financial advisor at Equitable Advisors with one year of experience. He holds a Series 66 designation and has previously worked in educational and community settings, including roles at West Virginia University at Parkersburg and involvement with Warehouse Church and the Wood County Juvenile Drug Court. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, providing financial planning, retirement-plan support, and access to asset management through various third-party programs and a hybrid referral and implementation model.

Bethany Arnold is a financial advisor with Equitable Advisors in Parkersburg, WV. She holds a Series 66 designation and has one year of industry experience. Prior to her financial advisory role, she has worked in various positions including in the hospitality sector and at University Rio Grande. Outside of advisory work, she has ongoing involvement with Rivertown Grill. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients by offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates through program sponsors and endorsed third-party managers, providing both advisory and brokerage solutions with a mix of discretionary and non-discretionary asset management.

Dalton Adams 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 Pruco Securities LLC and the Bureau of Fiscal Service. Equitable Advisors serves a wide range of clients including individuals, high-net-worth clients, retirement plans, corporate, charitable, and institutional clients, 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, using numerous program sponsors and endorsed platforms to deliver advisory and brokerage solutions.

Brian Morgan is a financial advisor at Equitable Advisors with a Series 66 credential and one year of industry experience. Prior to joining Equitable Advisors, he held positions in various sectors including retail and food and nutrition. 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 channels to implement client recommendations.