Salt Lake City, UT E Cottonwood Parkway Office

Kyle Christensen is a financial advisor with Equitable Advisors in Salt Lake City, UT, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He previously worked at Mony Securities Corporation and AXA Advisors, LLC before joining Equitable Advisors in 2005. Outside of his advisory work, Christensen serves as a bishop for The Church of Jesus Christ of Latter-day Saints, dedicating approximately 80 hours per month to this role. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, and nonprofit organizations. The firm utilizes a range of advisory models and third-party asset managers, serving both non-high-net-worth and high-net-worth clients through a network of Investment Adviser Representatives.

Cameron Leavitt is a financial advisor with Equitable Advisors in Salt Lake City, holding Series 63 and Series 66 designations and bringing nine years of industry experience. His prior roles include four years at Morgan Stanley and multiple positions at E*TRADE Securities. Equitable Advisors serves a broad client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and various asset-management programs. The firm’s advisory approach involves matching clients to program models or discretionary managers, often through third-party sponsors, and offers a range of investment options including mutual funds, ETFs, separately managed accounts, and select alternative investments.

Daniel Murdock is a CFP® professional with 41 years of industry experience, currently serving at Equitable Advisors since 1996. He previously worked with Axa Advisors, LLC, from 1996 to 2020. Outside of his advisory role, Murdock is a senior executive coach providing training and development to executives and teams. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives and third-party managers.

Jonathan Wardenburg is a financial advisor at Equitable Advisors with Series 65 and Series 66 licenses and 12 years of industry experience. His prior roles include positions at Crump Life Insurance Services, Farmers Insurance Company, and Allstate Insurance Company. Outside of his advisory work, he is an owner and partner of JS Drinks LLC. Equitable Advisors serves a broad client base ranging from individuals to institutional clients, providing financial planning, retirement plan consulting, and asset management programs. The firm uses a variety of model portfolios and third-party asset managers, offering services through a network of Investment Adviser Representatives.

Ryan Thrasher is a financial advisor with Equitable Advisors in Salt Lake City, UT. He holds Series 63 and Series 66 licenses and has one year of industry experience. Prior to joining Equitable Advisors, he worked at Fidelity Investments and was involved with Adult Protective Services. Outside of his advisory work, he operates an eBay business called Guppayyyy. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, plans, corporations, and institutional clients. The firm utilizes a range of advisory programs implemented through third-party managers and focuses on matching clients to programs based on personal information and risk tolerance.

Jared Henderson is a CFP® and holds a Series 66 license, with 24 years of experience in financial advising. He has been with Equitable Advisors since 2001 and previously worked at Axa Advisors, LLC. Outside of his advisory role, he serves as a councilman in Herriman City and coaches youth soccer for the Utah Avalanche Soccer Club. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and various asset-management programs. The firm’s approach includes matching clients to program models or discretionary managers, utilizing both proprietary and third-party investment solutions.

Riley Montague is a financial advisor with Equitable Advisors and holds the Series 66 designation. He has four years of industry experience, including prior roles at Stifel Independent Advisors and Equitable Advisors. Before entering the financial industry, he worked in the restaurant and fitness sectors. Equitable Advisors serves individual and institutional clients, providing financial planning, retirement plan consulting, and asset management services. The firm utilizes a range of advisory programs, often delivered through third-party managers, and offers services covering mutual funds, ETFs, separately managed accounts, and select alternative investments.

Joseph Nielson is a CFP® professional with 10 years of industry experience, currently serving at Equitable Advisors since 2017. His prior roles include positions at Axa Advisors, LLC, Mass Mutual Investors Services, MassMutual Life Insurance Company, and ADP. Outside of his advisory work, Nielson is involved as a state referee with the United States Powerlifting Association and holds a leadership role with BNI Utah North, supporting local networking groups. Equitable Advisors provides financial planning, retirement consulting, and asset management services to a diverse client base including individuals, pension plans, corporations, and nonprofits. The firm’s approach integrates personalized risk assessment with advisory programs delivered through third-party managers and in-house portfolio advisors.

Marc Drew is a financial advisor with Equitable Advisors in Salt Lake City, UT, holding a Series 66 designation and 22 years of industry experience. He has worked at Equitable Advisors since 2003 with prior experience at Mass Mutual Investors Services and MSI Financial Services. Outside of his advisory work, he serves as Vice President of Sweet Shops, Inc. Equitable Advisors serves a diverse client base, including individual investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement consulting, and asset management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party investment solutions.

Devin Jones is a financial advisor with Equitable Advisors in Salt Lake City, holding a Series 66 designation and beginning his advisory career in 2026. His prior experience includes roles at In N Out, Nu Subs LLC, Tree House Foods, and Mod Pizza, as well as ongoing affiliation with Weber State University since 2022. Equitable Advisors serves a broad range of clients including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management programs through its network of Investment Adviser Representatives and partnerships with third-party asset managers.

William Croswhite is a financial advisor with Equitable Advisors in Salt Lake City, UT, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He has been with Equitable Advisors since 2017 and previously worked at AXA Advisors from 2017 to 2020. Outside of his advisory role, Croswhite serves as a pastor and music director at The Rock Church, a position he has held since 2003, and is involved in songwriting and music production through Dusty 3 Music. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, charitable organizations, and other institutional clients. The firm uses a model-based approach to match clients with program solutions and discretionary managers, working extensively with third-party asset managers and advisory programs.

Michael Hill is a financial advisor with Equitable Advisors in Salt Lake City, Utah, holding Series 63 and Series 65 licenses and having 20 years of industry experience. He previously worked at MSI Financial Services, Inc. and AXA Advisors LLC. Outside of his advisory work, he is involved with P2P Coaching and Training LLC, operating Path 2 Purpose Academy as a certified coach. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and various asset-management programs, utilizing both proprietary and third-party investment solutions delivered through a large network of advisors.

Jake Nelson is a financial advisor with Equitable Advisors in Salt Lake City, holding a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, he held various roles including at Banner Bank and has an ongoing involvement with JRN LLC, an online home goods sales business. Equitable Advisors serves individual and institutional clients by providing financial planning, retirement plan consulting, and asset management through a network of Investment Adviser Representatives, utilizing both proprietary and third-party program models.

Jesse Bollinger is a financial advisor with Equitable Advisors in Salt Lake City, UT, holding a Series 66 designation and 20 years of industry experience. His prior roles include positions at Ameriprise Financial Services and Morgan Stanley, spanning from 2006 to 2023. He is also the principal owner of Bollinger Advisors, LLC. Equitable Advisors serves a broad client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs, utilizing both proprietary and third-party advisory solutions.

Luke Fryer is a financial advisor with Equitable Advisors in Salt Lake City, holding Series 63 and Series 65 licenses and two years of industry experience. He previously worked at Fidelity Investments and has held positions in education, real estate, and nonprofit organizations. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by providing financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives. The firm utilizes a variety of advisory models implemented through third-party platforms and offers a range of investment options, including mutual funds, ETFs, separately managed accounts, and select alternative investments.