Raleigh, NC Smoketree Court Office

Austin Poythress is a financial advisor with Equitable Advisors in Raleigh, NC, holding a Series 66 designation and 10 years of industry experience. He has been with Equitable Advisors since 2016 and previously worked at AXA Advisors, LLC. He also operates Legacy Wealth Strategies as part of his other business activities. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm is dual-registered as an SEC-registered investment adviser and broker-dealer, working extensively with program sponsors and third-party managers to deliver advisory and brokerage solutions.

Benjamin Woodard Jr. is a financial advisor with Equitable Advisors in Chapel Hill, NC, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 51 years of industry experience, including over two decades at Equitable Advisors and its predecessor, Axa Advisors. He is also approved to conduct insurance business with carriers outside of the Equitable network. 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 tailored through a detailed client intake process.

Zachary Merritt is a financial advisor with Equitable Advisors in Raleigh, NC, holding a Series 66 designation and beginning his advisory career in 2025. He has prior experience with firms including Bank of America, Merrill Lynch, and Lincoln Financial Securities. Outside of his advisory role, he provides consulting services and handyman support for family businesses and related ventures. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by offering financial planning, retirement-plan support, and access to asset management through third-party managers and LPL programs. The firm employs a hybrid referral and implementation model utilizing multiple advisory programs and emphasizes individualized client planning.

Ryder Seiz is a financial advisor at Equitable Advisors in Raleigh, NC, holding a Series 66 credential with three years of industry experience. Prior to joining Equitable Advisors in 2023, Ryder's work history includes various roles outside the financial sector, such as positions at DoorDash and UNC Aquatics. Equitable Advisors serves a diverse client base 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, utilizing program sponsors and third-party managers to deliver advisory and brokerage solutions.

Parker Tanner is a financial advisor at Equitable Advisors in Raleigh, NC, holding a Series 66 designation. He has one year of industry experience and joined Equitable Advisors in 2025. Prior to his advisory role, Tanner worked in various positions including at Lowe's Home Improvement and other service roles. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, 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 combining advisory and brokerage services tailored to client goals and risk tolerance.

Calvin Dunham is a Series 66-licensed financial advisor at Equitable Advisors with one year of industry experience. Prior to joining Equitable Advisors, he held various positions in the hospitality sector and worked at educational institutions. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs through a dual registration as an SEC-registered investment adviser and broker-dealer.

Wednesday Cox is a Series 66-licensed financial advisor with one year of industry experience, currently with Equitable Advisors in Raleigh, NC. Prior to entering the financial industry, she worked in education for over two decades, including roles at Cherry Creek School District and Brunswick County School District. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions, offering financial planning, brokerage 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 LPL-sponsored programs and various third-party managers to provide advisory and brokerage solutions.

Bryan Crolla is a financial advisor with Equitable Advisors in Garner, NC, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He has been with Equitable Advisors since 2012 and previously worked with AXA Advisors. Outside of his advisory role, he is a partner and managing member of Oakbridge Financial Group, LLC, and is involved as a sales associate with Reality Benefits Services and Dergalis Associates LLC. 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 various third-party asset managers. The firm uses a hybrid referral and implementation model that combines advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.

Nathan Podbielski is a financial advisor with Equitable Advisors in Raleigh, NC. He holds a Series 66 designation and began his career in the financial industry in 2026. Prior to joining Equitable Advisors, his work experience includes positions in various service and retail roles. 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, relying significantly on LPL-sponsored solutions and third-party managers to deliver advisory and brokerage services.

Michael Wilson is a financial advisor with Equitable Advisors in Raleigh, NC, holding Series 63 and Series 65 licenses and having 12 years of industry experience. He has been with Equitable Advisors since 2013 and previously worked at Axa Advisors. Outside of his advisory role, he is a managing partner at Oakbridge Financial Group, LLC. 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 that incorporates both advisory and brokerage channels to deliver tailored client solutions.

Angela Mackinnon is a financial advisor with Equitable Advisors in Raleigh, NC, holding Series 63 and Series 65 credentials and seven years of industry experience. Her career includes roles at Equitable Advisors, W&S Brokerage Services, Inc., and Omnistar Financial Group, as well as periods of self-employment. She serves as Vice President on the executive board of a Child Development Center in Wilmington, NC. Equitable Advisors serves a diverse client base, including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients. The firm provides financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating through a range of sponsored programs and endorsed third-party managers.

Alyssa Potts is a financial advisor at Equitable Advisors based in Raleigh, NC, holding a Series 66 designation with one year of industry experience. Her prior roles include positions in the United States Navy and several retail and hospitality companies. Equitable Advisors serves a diverse range of clients including individuals, high-net-worth, 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, utilizing extensively LPL-sponsored programs and endorsed third-party managers to deliver advisory and brokerage solutions.

Amanda Penrose is a financial advisor with Equitable Advisors in Zebulon, NC, holding a Series 66 designation and three years of industry experience. She has worked at Equitable Advisors and Oakbridge Financial Group and is also the owner and photographer of Amanda Michele Photography, a part-time business she has operated since 2012. 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 a variety of third-party asset managers. The firm employs a hybrid referral and implementation model that combines advisory and brokerage channels, tailoring services through a structured client intake process and offering both discretionary and non-discretionary investment management.

Elijah De La Tour Dupavillon is a financial advisor at Equitable Advisors in Raleigh, NC, holding a Series 66 designation. He began his advisory career in 2025 after prior experience in various roles outside the financial industry, including positions at Cookout and Perry's Steakhouse & Grille. 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.

William Herring is a financial advisor with Equitable Advisors in Raleigh, NC, holding a Series 66 designation and five years of industry experience. His prior work includes roles at Hog Slat Inc, Southeastern Interiors, and self-employment. Equitable Advisors serves a diverse client base that includes individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs through a dual-registered model as both an SEC-registered investment adviser and a broker-dealer.