Equity Advisors, LLC

Kerry Worden is a financial advisor with Equity Advisors, LLC, holding Series 63 and Series 65 licenses and four years of industry experience. He is also the owner and president of KA Worden Inc DBA American Mortgage Management, a mortgage brokerage business he has operated since 2000. Equity Advisors provides portfolio management and model-portfolio services to individual clients, trusts, estates, retirement accounts, and certain business entities. The firm employs a combination of fundamental, cyclical, and technical analysis across various investment vehicles and offers discretionary management with periodic rebalancing and tax-focused consulting coordinated with clients’ tax professionals.

Jason Groth is a financial advisor with Equity Advisors, LLC in San Diego, CA, holding Series 63 and Series 65 designations and bringing 27 years of industry experience. His prior roles include positions at Kinetic Investment Management, Safe Harbor Solutions, Change Path LLC, Crown Capital Securities, Reliant Capital Group, and Independent Financial Group. Outside of advising, he is involved in life insurance sales and tax preparation through his business activities with Safe Harbor Insurance and Safe Harbor Tax. Equity Advisors provides portfolio management and model-portfolio services to individuals, trusts, estates, retirement accounts, and certain business entities. The firm employs fundamental, cyclical, and technical analysis in managing discretionary accounts and offers tax-focused consulting coordinated with clients’ tax professionals.

Jacquelyn Hunt is a financial advisor at Equity Advisors, LLC with 22 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at PFS Investment Inc. and Primerica Financial Services. Outside of her advisory role, she serves as Vice President of Tax Strategies Marketing, a business focused on tax minimization options. Equity Advisors, LLC provides portfolio management and model-portfolio services to individual clients, trusts, estates, retirement accounts, and certain business entities. The firm employs fundamental, cyclical, and technical analysis in its investment approach and offers discretionary management with periodic rebalancing and client-imposed restrictions.

James Morris is a financial advisor at Equity Advisors, LLC in Los Gatos, CA, holding a Series 65 designation. He has one year of experience in financial advising and has been the president of James Morris Homes, a real estate and general contracting firm focused on residential real estate transactions, since 2012. Equity Advisors provides portfolio management and model-portfolio services to individual clients, trusts, estates, retirement accounts, and certain business entities. The firm employs fundamental, cyclical, and technical analysis in managing discretionary accounts and offers tax-focused consulting coordinated with clients’ tax professionals.

Christopher Shockowitz is a financial advisor at Equity Advisors, LLC with four years of industry experience. He holds a Series 65 designation and previously worked at Intel Corporation for 25 years before becoming self-employed in 2016. Outside of advising, Shockowitz is the Chief Operating Officer of Tax Deferral Strategies LLC and is also a science fiction author, marketing his books independently. Equity Advisors provides portfolio management and model-portfolio services to individual clients, trusts, estates, retirement accounts, and certain business entities. The firm uses fundamental, cyclical, and technical analysis in discretionary investment management and offers consulting on tax deferral and minimization, coordinating with clients’ tax professionals.

David Williamson is a financial advisor with Equity Advisors, LLC in El Dorado Hills, CA, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. Prior to joining Equity Advisors in 2022, he worked at Cambridge Investment Research Advisors, Inc. and Cambridge Investment Research, Inc. from 2016 to 2022. Outside of his advisory role, he is an owner and partner of Foothills Regional Insurance & Financial Solutions and serves on the boards of the El Dorado Hills Chamber of Commerce, a local political action committee, and the Marshall Foundation for Community Health. Equity Advisors provides portfolio management and model-portfolio services to individual clients, trusts, estates, retirement accounts, and certain business entities. The firm employs fundamental, cyclical, and technical analysis across various investment vehicles and offers tax-focused consulting coordinated with clients’ tax professionals.

Michael Wienandt is a financial advisor with Equity Advisors, LLC in San Diego, CA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His prior roles include positions at Kinetic Investment Management, Safe Harbor Solutions, and Client One Securities. Outside of his advisory work, he also works part-time as a cashier at Home Depot. Equity Advisors provides portfolio management and model-portfolio services to individuals, trusts, estates, retirement accounts, and certain business entities. The firm employs a blend of fundamental, cyclical, and technical analysis in managing discretionary accounts and offers tax-focused consulting coordinated with clients’ tax professionals.

Michelle Ford is a CFP® with 24 years of experience in the financial services industry. She is the principal of Lifelong Advisory Corp, where she has worked since 2025. Her prior experience includes roles at Equity Advisors LLC, Advisory Advocates LLC, Woodbury Financial Services, and Questar Asset Management. In addition to her advisory work, Ford serves as a board member and continuing education instructor for Underwriters Marketing Service and acts as an independent 1031 exchange consultant. Lifelong Advisory Corp provides investment management through model portfolios and institutional strategist programs, along with employer retirement plan consulting and limited-scope financial consulting focused on tax-related strategies. The firm serves individuals, high-net-worth clients, corporations, and pension/profit-sharing plans, implementing portfolios via Orion Portfolio Solutions and AssetMark platforms.

Carl Worden III is a financial advisor with Equity Advisors, LLC, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has held roles at Saxony Securities, Inc. and Concorde Asset Management, LLC, among others, and leads Tax Deferral Strategies, LLC, a training platform for financial advisors focused on tax deferral strategies. Equity Advisors provides portfolio management and model-portfolio services to individual clients, trusts, estates, retirement accounts, and certain business entities. The firm employs a combination of fundamental, cyclical, and technical analysis across various investment vehicles and offers tax-focused consulting coordinated with clients’ tax professionals.