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 career includes roles at AXA Advisors, Northwestern Mutual, Voya Financial Advisors, and other firms. He also conducts business under the approved DBA Lake Financial Group. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients by providing financial planning, retirement consulting, and asset management programs. The firm offers access to various advisory models and third-party asset managers, supporting a broad range of investment options and ERISA fiduciary services.

Brian Barber is a financial advisor with Equitable Advisors in Port Washington, WI, holding Series 63 and Series 65 credentials and 19 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors LLC, since 2007. Outside of advising, Barber is a co-owner of Trifecta Worldwide, LLC, which produces apparel for the annual Port Washington Fish Day festival and serves as Board President of Lake Financial Group and a member of the Port Washington Lions Club. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives, utilizing a range of firm-offered and third-party advisory programs.

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 been with Equitable Advisors since 2012, including prior affiliation with AXA Advisors. Outside of his advisory role, Baldino serves as a board member for the Milwaukee Community Sailing Center and is involved in assisting with wine tastings at Waterford Wine. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension plans, corporations, and charitable organizations. The firm utilizes a variety of advisory models, including third-party managers and LPL-sponsored programs, to tailor investment solutions across mutual funds, ETFs, separately managed accounts, and select alternative investments.

John Plumley is a financial advisor at Equitable Advisors with 16 years of industry experience. He has held roles at Equitable Advisors since 2010 and previously worked at AXA Advisors, LLC. Outside of his advisory work, he serves as President and Founder of the MPD Mounted Patrol Foundation. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm uses a network of Investment Adviser Representatives and offers a range of advisory programs, often implemented through third-party managers, covering mutual funds, ETFs, separately managed accounts, and select alternative investments.

Justin Behm is a financial advisor with Equitable Advisors in Port Washington, WI, holding a Series 66 designation and 19 years of industry experience. He has been with Equitable Advisors since 2011, including time with its predecessor, Axa Advisors. Outside of his advisory role, Behm serves as treasurer for the Community Education Foundation of Port Washington and is a silent partner in an event space involved in event planning. Equitable Advisors serves a diverse client base, including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a network of investment professionals. The firm utilizes a range of advisory models and third-party program sponsors, offering solutions that include mutual funds, ETFs, separately managed accounts, and select alternative investments.