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 credentials and bringing 32 years of industry experience. He has been with Equitable Advisors since 2005, following his tenure at AXA Advisors, LLC. Outside of his advisory role, he serves as a bishop for The Church of Jesus Christ of Latter-day Saints. Equitable Advisors serves a diverse client base including individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm offers financial planning, retirement-plan support, and access to asset management through LPL programs and various third-party asset managers, utilizing a hybrid referral and implementation model that combines advisory and brokerage/insurance services.

Cameron Leavitt is a financial advisor at Equitable Advisors with nine years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at Morgan Stanley and E*TRADE Securities. 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 through a dual-registered SEC investment adviser and broker-dealer model.

Daniel Murdock is a CFP® professional with 40 years of industry experience, currently affiliated with Equitable Advisors since 1996. He previously worked with Axa Advisors, LLC for 24 years. Outside of his advisory role, he serves as a senior executive coach providing training and development to executives and teams. 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 LPL programs and a broad range of third-party asset 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.

Jonathan Wardenburg is a financial advisor with Equitable Advisors in Salt Lake City, holding Series 66 and Series 65 licenses and bringing 12 years of industry experience. His prior roles include positions at Crump Life Insurance Services, Farmers Insurance Company, and Allstate Insurance Company. Outside of financial advising, he is an owner and partner of JS Drinks LLC. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions, providing a range of financial planning, brokerage, insurance, and asset management services. The firm operates as both an SEC-registered investment adviser and broker-dealer, utilizing third-party programs and managers to deliver advisory and brokerage solutions.

Ryan Thrasher is a financial advisor at Equitable Advisors in Salt Lake City, UT, holding Series 63 and Series 66 licenses with one year of industry experience. Prior to his current role, he worked at Fidelity Investments and Adult Protective Services. Outside of advising, he operates an online business selling items on eBay. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, offering a range of financial planning, brokerage, insurance, and asset management solutions. The firm collaborates extensively with program sponsors and third-party managers, providing both discretionary and non-discretionary advisory services.

Jared Henderson is a CFP® professional with 24 years of industry experience, currently affiliated with Equitable Advisors since 2001. Prior to the firm’s current branding, he was associated with Axa Advisors, LLC from 2001 to 2020. Outside of his financial advisory role, he serves as a councilman in Herriman, UT, and is a youth soccer coach with the Utah Avalanche Soccer Club. 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 combines advisory and brokerage channels to customize client solutions.

Riley Montague is a financial advisor at Equitable Advisors with four years of industry experience. He holds a Series 66 designation and has previously worked at Stifel Independent Advisors, LLC. Before entering the financial industry, Montague worked in the restaurant and fitness sectors. Equitable Advisors serves a broad range of clients, including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates through a combination of proprietary and third-party solutions with an emphasis on program sponsors and endorsed platforms.

Joseph Nielson is a CFP® professional with nine years of experience, currently serving as a financial advisor at Equitable Advisors since 2017. His prior experience includes roles at Axa Advisors, LLC, Mass Mutual Investors Services, and MassMutual Life Insurance Company. Outside of his advisory work, he officiates as a state referee for the United States Powerlifting Association in Utah and serves as a director consultant for BNI Utah North. Equitable Advisors provides financial planning, retirement-plan support, and access to asset management for individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm operates a hybrid referral and implementation model utilizing third-party asset managers and offers both advisory and brokerage/insurance services.

Marc Drew is a financial advisor with Equitable Advisors in Herriman, Utah, holding a Series 66 designation and 22 years of industry experience. He has been with Equitable Advisors since 2012, previously working with Axa Advisors. Outside of his advisory role, he serves as Vice President of Sweet Shops, Inc. 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 programs. The firm operates a hybrid referral and implementation model, providing both advisory and brokerage channels to implement client recommendations.

Devin Jones is a financial advisor with Equitable Advisors in Salt Lake City, holding a Series 66 designation. He has been with Equitable Advisors since 2026 and has experience working in various roles at companies including In N Out, Nu Subs LLC, and Tree House Foods. Jones is also affiliated with Weber State University. Equitable Advisors serves a broad mix of individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates through program sponsors and third-party managers, with a delivery model that includes both discretionary and non-discretionary asset management.

William Croswhite is a financial advisor at Equitable Advisors in Salt Lake City, Utah, holding Series 63 and Series 65 licenses with 10 years of industry experience. He has been with Equitable Advisors since 2017 and previously worked at AXA Advisors, LLC. Outside of financial advising, he serves as a pastor and music director at The Rock Church and is involved in music production as a songwriter. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporate, charitable, and institutional clients. The firm offers financial planning, brokerage services, insurance distribution, and access to third-party asset management programs, operating through a delivery model that emphasizes program sponsorships and third-party managers.

Michael Hill is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 credentials and 19 years of industry experience. He has worked at Equitable Advisors since 2015, previously affiliated with AXA Advisors LLC. Outside of his advisory role, Hill operates P2P Coaching and Training LLC, doing business as Path 2 Purpose Academy, where he is a certified coach through the Napoleon Hill Institute. 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 uses a hybrid referral and implementation model, emphasizing tailored client intake processes and a combination of advisory and brokerage channels.

Jake Nelson is a financial advisor at Equitable Advisors in Salt Lake City, UT. He holds a Series 66 designation and has one year of industry experience. Outside of his advisory role, he is a member of JRN LLC, an online home goods sales business. 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 utilizes a hybrid referral and implementation model, offering both advisory and brokerage channels to implement client recommendations.

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. He previously worked at Ameriprise Financial Services for seven years before joining Equitable Advisors. Bollinger is also the principal owner of Bollinger Advisors, LLC, an outside business activity he maintains alongside his advisory role. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plan sponsors, corporations, charities, and institutions. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating through multiple program sponsors and endorsed third-party managers.

Luke Fryer is a financial advisor with Equitable Advisors in Salt Lake City, holding Series 63 and Series 65 licenses and having two years of industry experience. Before joining Equitable Advisors in 2026, he worked at Fidelity Investments for three years and has a background that includes roles at Utah Valley University and Keller Williams Real Estate. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporate, charitable, and institutional clients. The firm provides financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating primarily through LPL-sponsored programs and endorsed TAMPs.