Port Washington, WI Office

Brad Katzer is a financial advisor with Equitable Advisors in Port Washington, WI, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at Axa Advisors, Northwestern Mutual, Voya Financial Advisors, and Schniess and Associates. He also conducts business under an approved DBA, Lake Financial Group. 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 operates a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.

Brian Barber is a financial advisor with Equitable Advisors in Port Washington, WI, holding Series 63 and Series 65 credentials and 18 years of industry experience. He has been with Equitable Advisors since 2007, previously affiliated with Axa Advisors LLC. Outside of his advisory role, Barber co-owns Trifecta Worldwide, LLC, a local business producing commemorative T-shirts for Port Washington’s annual Fish Day festival. 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 uses a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.

Paul Baldino is a financial advisor at Equitable Advisors with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Equitable Advisors since 2012, including time when the firm operated as AXA Advisors, LLC. Outside of his advisory role, Baldino serves as a board member for the Milwaukee Community Sailing Center and assists with tastings at Waterford Wine. Equitable Advisors provides financial planning, retirement plan support, and asset management services to individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm employs a hybrid referral and implementation model, offering access to multiple third-party asset managers and tailoring services based on individual client goals and risk tolerance.

John Plumley is a financial advisor at Equitable Advisors with 15 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Equitable Advisors since 2010, previously affiliated with Axa Advisors. Outside of his advisory role, he is the founder and president of the MPD Mounted Patrol Foundation, a nonprofit organization. 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/insurance channels to implement client recommendations.

Justin Behm is a financial advisor with Equitable Advisors in Port Washington, WI, holding a Series 66 designation and 18 years of industry experience. He has been with Equitable Advisors since 2011, previously associated with Axa Advisors. Outside of advising, he serves as treasurer for the Community Education Foundation of Port Washington and is a silent partner involved in event planning activities. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, providing financial planning, retirement-plan support, and access to asset management through a range of third-party programs. The firm employs a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals and risk tolerance.