Advisors at this firm
June C
Series 63, Series 66
New York, NY
Southland Equity Partners, LLC.
June Chin is a financial advisor at Southland Equity Partners, LLC with 30 years of industry experience. She holds Series 63 and Series 66 credentials and has previously worked at Osaic Wealth, Inc. and FSC Securities Corporation. Outside of her advisory role, she is involved in mortgage brokerage activities as an assistant manager at Portico Mortgage. Southland Equity Partners, LLC serves individuals, pension and profit-sharing plans, and businesses, providing financial planning, direct asset management, access to unaffiliated portfolio managers, and retirement plan consulting. The firm employs both fundamental and technical analysis to create customized, primarily discretionary portfolios.
Richard R
Series 66
Windsor, CA
Southland Equity Partners, LLC.
Richard Rebello is a financial advisor with Southland Equity Partners, LLC, holding a Series 66 designation and 24 years of industry experience. He has worked at OSAIC since 2023 and has been affiliated with GRP Wealth Strategies Group and Fsc Securities since 2006. Rebello serves as a board member of St. Rose Catholic School, overseeing its profit and loss. Southland Equity Partners advises individuals, including high-net-worth clients, pension and profit-sharing plans, and businesses, offering financial planning, asset management, and retirement plan consulting. The firm employs a combination of fundamental and technical analysis to manage predominantly discretionary portfolios and evaluates third-party managers regularly.
Christopher S
Series 63, Series 65
Abingdon, VA
Southland Equity Partners, LLC.
Christopher Salyer is a financial advisor with Southland Equity Partners, LLC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His prior firms include Osaic Wealth, Inc. and FSC Securities Corporation. Outside of advising, he is managing partner of South Holston Ventures, LLC, and maintains an active law license while not practicing actively. He also participates in the Association of Financial Educators, providing free financial education to various organizations. Southland Equity Partners, LLC advises individuals, pension and profit-sharing plans, and businesses, offering financial planning, asset management, and retirement plan consulting. The firm employs a combination of fundamental and technical analysis to manage mostly discretionary portfolios and evaluates third-party managers for specific asset classes.
Eric T
Series 63, Series 65
Lexington, KY
Southland Equity Partners, LLC.
Eric Taylor is an investment advisor with Southland Equity Partners, LLC, based in Lexington, KY, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has worked at FSC Securities Corporation since 2008. Outside of his advisory role, he provides life, health, and long-term care insurance coverage through a sole proprietorship and is involved with Cornerstone Wealth Management. Southland Equity Partners advises individuals, pension and profit-sharing plans, and businesses, offering financial planning, asset management, and retirement plan consulting. The firm employs a blend of fundamental and technical analysis to manage customized, primarily discretionary portfolios and evaluates third-party managers for specific asset classes.
Peter K
Series 63, Series 65
Wildwood, MO
Southland Equity Partners, LLC.
Peter Krussel is a financial advisor with Southland Equity Partners, LLC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at Southland Equity Partners since 2011 and previously at FSC Securities Corporation. Southland Equity Partners advises individuals, including high-net-worth clients, pension and profit-sharing plans, and businesses, offering financial planning, direct asset management, and retirement plan consulting. The firm uses a combination of fundamental and technical analysis to manage mostly discretionary portfolios, with access to third-party portfolio managers and institutional custodians.
Thomas E
Series 63
West Chester, OH
Southland Equity Partners, LLC.
Thomas Ebner is a financial advisor at Southland Equity Partners, LLC with 38 years of industry experience. He holds a Series 63 designation and previously worked at FSC Securities Corporation for 26 years before joining Osaic Wealth, Inc. and Southland Equity Partners. In addition to his advisory role, he owns and operates an insurance business providing services to clients. Southland Equity Partners advises individuals, pension and profit-sharing plans, and businesses through financial planning, direct asset management, and retirement plan consulting. The firm employs a combination of fundamental and technical analysis to create customized, mostly discretionary portfolios and oversees third-party portfolio managers with regular reviews.
Alan C
CFP®, Series 66
Modesto, CA
Southland Equity Partners, LLC.
Alan Crosby is a CFP®-certified financial advisor with 15 years of industry experience. He is currently with Southland Equity Partners, LLC and previously worked at Osaic Wealth, Inc. and FSC Securities. Outside of his advisory role, he is a member of Brave Cycling Company LLC, which designs and sells premium cycling apparel and accessories. Southland Equity Partners advises individuals, pension and profit-sharing plans, and businesses, offering financial planning, direct asset management, and retirement plan consulting. The firm uses a combination of fundamental and technical analysis to create customized, mainly discretionary portfolios.
Dennis J
Series 66
Grover Beach, CA
Southland Equity Partners, LLC.
Dennis Jackson is a financial advisor at Southland Equity Partners, LLC with 25 years of industry experience. He holds a Series 66 designation and has worked at Osaic Wealth, Inc., FSC Securities Corporation, and has operated D&J Jackson & Associates, Inc. since 2003. Outside of financial advising, he teaches massage therapy and compassionate communication and is a fine art photographer. Southland Equity Partners advises individuals, including high-net-worth clients, pension and profit-sharing plans, and businesses. The firm offers financial planning, direct asset management, and retirement plan consulting, using a combination of fundamental and technical analysis to manage mostly discretionary portfolios.
Rick H
CFP®, Series 63
Pioneer, CA
Southland Equity Partners, LLC.
Rick Healy is a CFP® with 43 years of industry experience, currently serving at Southland Equity Partners, LLC since 2024. He previously worked at Osaic Wealth, Inc. and FSC Securities Corporation. Healy is co-president of the Amador Flyfishers club, a local community organization. Southland Equity Partners advises individuals, pension and profit-sharing plans, and businesses, providing financial planning, direct asset management, and retirement plan consulting. The firm employs a mix of fundamental and technical analysis to manage mostly discretionary portfolios and evaluates third-party managers for specific asset classes.
Robert W
CFP®, Series 63
Asheville, NC
Southland Equity Partners, LLC.
Robert Wood is a CFP® with 39 years of industry experience, currently serving at Southland Equity Partners, LLC since 2016. He also maintains a role with FSC Securities Corporation since 2009. Wood is involved in an investment advisory and portfolio management business outside of his primary firm. Southland Equity Partners advises individuals, pension and profit-sharing plans, and businesses, providing financial planning, discretionary and non-discretionary asset management, and retirement plan consulting. The firm uses a combination of fundamental and technical analysis to create customized portfolios and manages the majority of accounts on a discretionary basis.
Brian T
Series 63, Series 65
Makawao, HI
Southland Equity Partners, LLC.
Brian Thomas is a financial advisor with Southland Equity Partners, LLC, holding Series 63 and Series 65 licenses and 27 years of industry experience. He has been with Southland Equity Partners since 2014 and also maintains a long-term affiliation with FSC Securities Corporation. In addition to his advisory roles, Thomas owns Fair Winds Wealth Management, where he manages client accounts. Southland Equity Partners, LLC serves individuals, including high-net-worth clients, pension and profit-sharing plans, and businesses by providing financial planning, direct asset management, and retirement plan consulting. The firm uses a combination of fundamental and technical analysis to create customized portfolios, primarily managing accounts on a discretionary basis.
Erich C
ChFC®, Series 63
Lexington, KY
Southland Equity Partners, LLC.
Erich Castillo is a ChFC® credentialed financial advisor with 28 years of industry experience, currently serving at Southland Equity Partners, LLC since 2014. He also operates Cornerstone Wealth Management, providing insurance, Medicare/Medicaid planning, social security planning, and personal debt and mortgage consulting. Castillo is involved in community activities as the head lacrosse coach at Douglass High School and serves on the board of The Well of Lexington, a nonprofit supporting women affected by sex trafficking. Southland Equity Partners, LLC advises individuals, pension and profit-sharing plans, and businesses through financial planning, direct asset management, and retirement plan consulting. The firm employs a blend of fundamental and technical analysis to manage customized portfolios, primarily on a discretionary basis, and works with unaffiliated portfolio managers and institutional custodians.
Larry G
Series 63, Series 66
Glendora, CA
Southland Equity Partners, LLC.
Larry Gunstream is a financial advisor at Osaic Wealth, Inc. with 44 years of industry experience. He holds the Series 63 and Series 66 designations and previously worked at FSC Securities Corporation for 32 years. In addition to his advisory role, he operates a sole proprietorship as an insurance agent and provides portfolio review and technical analysis services through Southland Equity Partners LLC. Osaic Wealth, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base including individuals, pension plans, corporations, and charitable organizations. The firm employs a comprehensive investment process combining risk-tolerance assessments, asset-allocation planning, and portfolio optimization, offering a wide range of investment products and access to multiple custodial platforms.
Eric A
Series 63, Series 65
Earlysville, VA
Southland Equity Partners, LLC.
Eric Antrobius is a financial advisor at Southland Equity Partners, LLC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Osaic Wealth, Inc. and FSC Securities Corporation. He is also the owner of Service First Brokerage, where he oversees marketing and processing of various insurance and annuity products. Southland Equity Partners advises individuals, pension and profit-sharing plans, and businesses, offering financial planning, direct asset management, and retirement plan consulting. The firm employs a combination of fundamental and technical analysis to create customized, mostly discretionary portfolios, and maintains relationships with third-party portfolio managers and institutional custodians.
David C
Series 63, Series 65
Lexington, KY
Southland Equity Partners, LLC.
David Cunningham is a financial advisor with Southland Equity Partners, LLC in Lexington, KY. He holds Series 63 and Series 65 licenses and has 22 years of industry experience, including 13 years at FSC Securities Corporation prior to joining Southland Equity Partners in 2020. He also provides operational support and administrative assistance at Cornerstone Wealth Management, a DBA for Castillo and Associates, LLC. Southland Equity Partners advises individuals, pension and profit-sharing plans, and businesses, offering financial planning, asset management, access to unaffiliated portfolio managers, and retirement plan consulting. The firm employs a mix of fundamental and technical analysis to manage primarily discretionary accounts and maintains relationships with institutional custodians for trade execution and reporting.