Equitable Advisors

Willie Myles is a financial advisor at Equitable Advisors with 16 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Equitable Advisors since 2016, previously affiliated with Axa Advisors. Outside of his advisory role, he serves as co-chairman of a fundraising campaign for Alpha Light Fund Inc., 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 various third-party programs. The firm operates a hybrid referral and implementation model, offering both advisory and brokerage channels to implement client recommendations.

Matthew Fortenberry is a financial advisor with Equitable Advisors in Denver, NC, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Prudential-related firms and Wells Fargo Clearing Services. He also operates a separate business, Alpha Omega Financial, 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 managers. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to implement client recommendations.

Charles Colby is a financial advisor at Equitable Advisors with one year of industry experience. He holds the Series 66 designation and has worked previously at Sound Point Capital Management and Bienville Capital. 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 and offers both advisory and brokerage/insurance channels to implement client recommendations.

Stephen Dunbar III is a financial advisor with Equitable Advisors in Atlanta, GA, holding a Series 66 designation and 19 years of industry experience. He has been with Equitable Advisors since 2010, previously associated with AXA Advisors, LLC during the same period. Outside of advising, he writes a monthly financial column for Kiplinger and is involved as an owner and investor in a family-run baking business. 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 operates a hybrid referral and implementation model that combines advisory and brokerage services tailored to clients’ goals, risk tolerance, and time horizons.

Zakary Flitter Bilello is a financial advisor at Equitable Advisors with three years of industry experience. He holds the Series 66 designation and has prior work experience including a role at Spicer Jeffries, LLP. Before his advisory career, he worked in various positions including at Moe's Broadway Bagels and uBreakiFix. 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 and offers both advisory and brokerage/insurance channels to implement client recommendations.

David Kendig is a financial advisor at Equitable Advisors in Rochester, NY, holding a Series 66 designation with two years of industry experience. Prior to joining Equitable Advisors, he worked at NanoArk Corporation and held various roles including a position at SUNY Geneseo College. Outside of his advisory role, Kendig is the sole proprietor of Swamp Dog Games Entertainment, hosts the RocPulse podcast on non-investment topics, and volunteers as a coordinator for Boys State in Monroe County and as a member of the Rochester Rotary. 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.

Collin Goldschmidt is a financial advisor with Equitable Advisors in De Pere, WI, holding a Series 66 designation and 23 years of industry experience. He has been with Equitable Advisors since 2002, formerly known as Axa Advisors, and is involved in other business activities including a financial services partnership and serving as secretary for a homeowners association. 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 multiple third-party programs. The firm employs a hybrid referral and implementation model, utilizing external asset managers and providing both advisory and brokerage/insurance services.

Matthew Price is a financial advisor with Equitable Advisors in Winter Springs, FL, holding a Series 66 designation and five years of industry experience. Prior to joining Equitable Advisors in 2020, he worked at Chick-fil-A for two years and attended Samford University from 2014 to 2018. 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.

Sara Bove is a financial advisor at Equitable Advisors with three years of industry experience. She holds Series 63 and Series 65 licenses. Outside of her advisory role, she works as a bartender at Nepenthe Home Brew LLC, a business she has been involved with since 2019. Equitable Advisors serves individual investors, retirement plan sponsors and participants, 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 and offers both advisory and brokerage channels to implement client recommendations.

Yiller Auyon is a financial advisor at Equitable Advisors with a Series 66 designation and less than one year of industry experience. Prior to joining Equitable Advisors, Yiller held positions at J.Crew, First Financial Group of America, and Baylor University. 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 combining advisory and brokerage channels to deliver tailored financial solutions.

Garrison Mc Cauley is a financial advisor with Equitable Advisors in Oklahoma City, holding a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors in 2024, he worked at ONEOK for seven years and was affiliated with the University of Oklahoma. He also serves as a wrestling official for the Oklahoma Secondary School Activities Association. 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 third-party asset managers. The firm employs a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals and risk tolerance.

John Lauer II is a financial advisor with Equitable Advisors in Lancaster, PA, holding Series 63 and Series 65 licenses and having 26 years of industry experience. He has worked at Equitable Advisors since 1999 and previously spent 11 years at Karr Barth Financial Planning, Inc. 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 asset managers and LPL programs. The firm operates a hybrid referral and implementation model that combines advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.

Joanne Crowley is a financial advisor with Equitable Advisors in Simi Valley, CA, holding a Series 66 designation and 14 years of industry experience. She has worked at Equitable Advisors since 2011 and previously at Axa Advisors, LLC. Outside of her advisory role, she serves as a trustee for an immediate family member's trust and is conditionally approved as a task force member with the Simi Valley YMCA. 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 and offers advisory and brokerage/insurance services tailored to client goals, risk tolerance, and time horizon.

Christian Crays is a financial advisor with Equitable Advisors in Wellesley, MA, holding Series 63 and Series 65 credentials and six years of industry experience. His prior work includes roles at Axa Advisors, Northwestern Mutual Investment Services, and Northwestern Mutual Life Insurance Company. Outside of financial services, he has experience working in the hospitality industry. 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 execute client recommendations.

Anne London is a CFP® with 28 years of industry experience, currently serving at Equitable Advisors since 1999. She was previously associated with Axa Advisors, LLC for over two decades. Outside of her advisory role, she is involved as an investment committee member and honorary National Vice President of the National Council of Jewish Women and serves on the board of the Hebrew Burial and Social Services Society in Baltimore. 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 channels to clients.