Phoenix, AZ Office

Megan Koopman is a CFP® with 20 years of industry experience, currently with Equitable Advisors since 2024. She previously worked for Next Financial Group Inc for 15 years. She serves as Secretary for the Arizona Sailing Foundation, a community sailing and education organization based in Tempe, AZ. 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 is dual-registered as an SEC investment adviser and broker-dealer and utilizes LPL-sponsored programs and third-party managers to deliver advisory and brokerage solutions.

Adam Cooley is a financial advisor with Equitable Advisors in Phoenix, AZ, holding a Series 66 designation and seven years of industry experience. Prior to joining Equitable Advisors, he worked at AXA Advisors LLC and has held roles outside finance, including positions at Cheddar's Scratch Kitchen and Claim Jumper Restaurant. He is also involved in real estate ventures, including partnerships in entities that manage Airbnb rentals and house flipping. 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, utilizing a delivery model that emphasizes LPL-sponsored programs and endorsed third-party managers.

Youssef Elkamash is a financial advisor with Equitable Advisors in Phoenix, AZ, holding Series 63 and Series 66 designations and three years of industry experience. He has worked at Equitable Advisors since 2023 and has additional experience as a swim clinician with Fiitter & Faster and as a driver for Lyft during non-securities hours. 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 through a dual-registered SEC-registered investment adviser and broker-dealer platform.