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Our team

Our financial professionals are active members of their communities, dedicated to helping individuals and businesses build the financial futures they envision. Through education, experience, and professional affiliations, our financial professionals' have built a practical approach to offering financial services and strategies to their clients. Each maintains a strong sense of community and a solid professional foundation.

Our Leadership Team

The combined experience, credentials, and knowledge of our leadership team allows the financial professionals in our firm to provide top-quality, cost-effective financial strategies, designed to help our clients realize their financial goals.

Equitable Advisors has been helping our clients plan for their best financial future, using a team approach for over 20 years.

Stephen Dunbar

Stephen B. Dunbar, III, JD, CLU

EXECUTIVE VICE PRESIDENT AT THE GEORGIA ALABAMA GULF COAST BRANCH

404-760-2303

404-760-2390

Karan Chainani

Karan Chainani

EXECUTIVE VICE PRESIDENT AT THE GEORGIA ALABAMA GULF COAST BRANCH

404-760-2361

404-760-2390


Matthew Hossom

Matthew Hossom, ChFC® 

VICE PRESIDENT AT THE GEORGIAL ALABAMA GULF COAST BRANCH

404-760-2383

404-760-2390

Miah Schultz

Miah Schultz

FINANCIAL ADVISOR

404-760-2310

4047602390

Daryl Vining

Daryl Vining Jr., MBA

VICE PRESIDENT AT THE GEORGIAL ALABAMA GULF COAST BRANCH

404-760-2320

404-760-2390

Kirk Welcome

Kirk Welcome

FINANCIAL ADVISOR

212-541-1950

212-542-0085

Kathryn Benton

Kathryn Benton, PhD

LEAD MANAGER - BRANCH CONTROLS

404-760-2340

404-760-2390

Jennifer Farris

Jennifer Farris

MANAGER-BRANCH CONTROLS

205-970-5287

Financial Professionals

You can always depend on the professionalism and experience of our dedicated staff members. Their job is to support you and help you reach your goals.

Find A Team Member

  • Alison Rhodes
  • Ameina Tressler
  • Bethany Joyner
  • Bradford "Woody" Merry
  • Bradley Godfrey
  • Brian Verchot
  • Bruce Weinstein, CLU
  • Carson McGraw
  • Chris Sullivan
  • Christopher Lee
  • Christopher "Chris" Vucovich
  • Daryl Vining Jr., MBA
  • David Tressler, CFP®, ChFC®, CLU®
  • Dena Sellers
  • Dorian Peric
  • Dustin Paschal, CPA
  • Fatima Finley
  • Fred Van Patten, JD, LUTCF
  • Gary Finley, Sr.
  • George "Ronnie" Ray
  • Gregory Salvatore
  • Gwendolyn "Gwen" Reese
  • Heath Goodson
  • Howard Burke, CFP®
  • J. Todd Johnson, CLU®
  • Jai-Hong Park
  • James "Jimmy" Crooke, Jr. CLU®
  • James "Jimmy" R. Cook
  • James "Russ" Henry, CFP®, ChFC®, RICP
  • Jan J. Williams, MBA
  • Jane Shropshire
  • Jennifer Farris
  • Jerry Sowell, III
  • Joe Moore
  • John "Johnny" B. Morris, ChFC®, CLU®
  • Joseph Faxio
  • Karan Chainani
  • Kathryn Benton, PhD
  • Kimberly Wyatt, CFP®
  • Kimberly "Kim" Edge
  • Kirk Welcome
  • Kyle Snipes
  • Les Brackett, ChFC® , CLU®
  • Leslie Mitchell, QPFC
  • Luke Koehler
  • Lynda S. Scribbins
  • Malcolm Lewis
  • Mark Nall, CFP®, CLU®
  • Matthew Hossom, ChFC® 
  • Miah Schultz
  • Mitchell Sink
  • Murch Moorer
  • Nasha Knowles, CFP®, CRPC
  • Neil Eggers
  • Nicole Koehler
  • Raja Mahtani
  • Rob Herndon, CFP®
  • Robert "Rob" A. Neale
  • Rodney Foster, ChFC®, CLU
  • Ronnie Triplett II
  • Samantha Decker
  • Stephen B. Dunbar, III, JD, CLU
  • Steve McClelland, ChFC®, CLU
  • Steven M. Howell, CFP®, ChFC®
  • Steven South
  • Steven Junge, CHFC, CLU
  • Stuart Roberts
  • Thomas "T.J." Henriques, CFP®
  • Tony Vitulli, CFP®
  • Weston Cramer
  • Whitney Bryant, CFP®
  • Zaria Brown
Les Brackett

Les Brackett, ChFC® , CLU®

SENIOR PARTNER AT BLUEWATER WEALTH STRATEGIES, LLC

850-763-0308

Zaria Brown

Zaria Brown

FINANCIAL ADVISOR

404-760-2398

404-760-2390

Whitney Bryant

Whitney Bryant, CFP®

CERTIFIED FINANCIAL PLANNER™ professional AT PEACH STATE ADVISORS

770-640-7884

Howard Burke

Howard Burke, CFP®

CERTIFIED FINANCIAL PLANNER™ professional AT PEACH STATE ADVISORS RETIREMENT PLANNING SPECIALIST

678-455-4848

James

James "Jimmy" R. Cook

FINANCIAL ADVISOR AT COOK & ASSOCIATES

251-341-0622

251-341-0613

Weston Cramer

Weston Cramer

FINANCIAL ADVISOR

850-470-2424

James

James "Jimmy" Crooke, Jr. CLU®

FINANCIAL PROFESSIONAL

850-433-7108

850-433-7206

Samantha Decker

Samantha Decker

FINANCIAL ADVISOR

404-760-2438

Kimberly

Kimberly "Kim" Edge

FINANCIAL PROFESSIONAL

706-733-3190

Neil Eggers

Neil Eggers

FINANCIAL ADVISOR AT FAMILY LEGACY WEALTH SOLUTIONS

205-601-6702

Joseph Faxio

Joseph Faxio

FINANCIAL ADVISOR AT FAXIO PRIVATE WEALTH

678-571-3395

Fatima Finley

Fatima Finley

FINANCIAL REPRESENTATIVE AT THE FINLEY GROUP

205-970-5232

Gary Finley

Gary Finley, Sr.

FINANCIAL REPRESENTATIVE AT THE FINLEY GROUP

205-970-5215

Rodney Foster

Rodney Foster, ChFC®, CLU

FINANCIAL ADVISOR RETIREMENT PLANNING SPECIALIST

404-501-9277

404-501-9132

Bradley Godfrey

Bradley Godfrey

FINANCIAL ADVISOR

404-760-2392

Thomas Henriques

Thomas "T.J." Henriques, CFP®

CERTIFIED FINANCIAL PLANNER™ professional AT PRIVATE CLIENT GROUP LLC

850-435-3797

James

James "Russ" Henry, CFP®, ChFC®, RICP

PARTNER CERTIFIED FINANCIAL PLANNER™ professional AT POINT NORTH FINANCIAL

478-476-0344

478-477-9673

Rob Herndon

Rob Herndon, CFP®

CERTIFIED FINANCIAL PLANNER™ professional AT 360 PLANNING PARTNERS

205-970-5299

205-292-8534

Matthew Hossom

Matthew Hossom, ChFC® 

VICE PRESIDENT AT THE GEORGIAL ALABAMA GULF COAST BRANCH

404-760-2383

404-760-2390

Steven Howell

Steven M. Howell, CFP®, ChFC®

MANAGING PARTNER CERTIFIED FINANCIAL PLANNER™ professional AT PARADIGM WEALTH MANAGEMENT

404-760-2332

404-760-2390

J. Todd Johnson

J. Todd Johnson, CLU®

FINANCIAL ADVISOR AT 360 PLANNING PARTNERS

205-970-5201

205-453-1698

Bethany Joyner

Bethany Joyner

FINANCIAL ADVISOR

404-760-2369

Steven Junge, CHFC, CLU

Steven Junge, CHFC, CLU

FINANCIAL ADVISOR AT PRIVATE CLIENT GROUP

(850) 429-4750

Luke Koehler

Luke Koehler

FINANCIAL ADVISOR

(704) 540-2927

Nicole Koehler

Nicole Koehler

FINANCIAL ADVISOR

(919) 719-8367

Nasha Knowles

Nasha Knowles, CFP®, CRPC

CERTIFIED FINANCIAL PLANNER™ professional AT FORTRESS WEALTH ADVISORY

770-337-4458

Christopher Lee

Christopher Lee

FINANCIAL ADVISOR AT 360 PLANNING PARTNERS

205-970-5238

205-453-1698

Malcolm Lewis

Malcolm Lewis

FINANCIAL ADVISOR AT L3P WEALTH SOLUTIONS

770-752-3033

Raja Mahtani

Raja Mahtani

FINANCIAL ADVISOR AT MAHTANI FINANCIAL

251-422-3103

Steve McClelland

Steve McClelland, ChFC®, CLU

FINANCIAL ADVISOR AT PEACH STATE ADVISORS

404-760-2349

404-760-2390

Carson McGraw

Carson McGraw

FINANCIAL PROFESSIONAL

251-341-0622

251-341-0613

Leslie Mitchell, QPFC

Leslie Mitchell, QPFC

FINANCIAL CONSULTANT

205-310-9986

Bradford

Bradford "Woody" Merry

FINANCIAL PROFESSIONAL RETIREMENT PLANNING SPECIALIST

706-733-3190

404-760-2390

Joe Moore

Joe Moore

FINANCIAL PROFESSIONAL AT MOORE WEALTH STRATEGIES, LLC

205-951-0092

844-270-4145

Murch Moorer

Murch Moorer

FINANCIAL PROFESSIONAL

843-708-4888

John Morris

John "Johnny" B. Morris, ChFC®, CLU®

FINANCIAL ADVISOR AT 360 PLANNING PARTNERS

334-605-1292

Mark Nall

Mark Nall, CFP®, CLU®

CERTIFIED FINANCIAL PLANNER™ professional AT 360 PLANNING PARTNERS

205-970-5235

205-453-1698

Robert Neale

Robert "Rob" A. Neale

PARTNER AT BLUEWATER WEALTH STRATEGIES, LLC

850-434-0673

850-895-3028

Jai-Hong Park

Jai-Hong Park

FINANCIAL ADVISOR RETIREMENT PLANNING SPECIALIST

201-592-2553

201-592-2512

Dustin Paschal, CPA

Dustin Paschal, CPA

FINANCIAL ADVISOR

404-760-2409

404-760-2390

Dorian Peric

Dorian Peric

FINANCIAL ADVISOR

404-760-2363

404-760-2390

George Ray

George "Ronnie" Ray

FINANCIAL PROFESSIONAL

850-434-0673

850-494-0287

Gwendolyn Reese

Gwendolyn "Gwen" Reese

FINANCIAL PROFESSIONAL

205-862-5280

205-453-8628

Alison Rhodes

Alison Rhodes

FINANCIAL ADVISOR AT BLUEWATER WEALTH STRATEGIES

334-343-0960

Stuart Roberts

Stuart Roberts

FINANCIAL ADVISOR AT FAMILY LEGACY WEALTH SOLUTIONS

205-527-4552

Gregory Salvatore

Gregory Salvatore

FINANCIAL ADVISOR AT WELLS, ROSELIEB & RAIA WEALTH MANAGEMENT

(630) 990-3094

Miah Schultz

Miah Schultz

FINANCIAL ADVISOR

404-760-2310

4047602390

Lynda Scribbins

Lynda S. Scribbins

FINANCIAL ADVISOR AT PEACH STATE ADVISORS

404-760-2341

404-760-2390

Dena Sellers

Dena Sellers

FINANCIAL ADVISOR

404-384-8499

Jane Shropshire

Jane Shropshire

FINANCIAL ADVISOR AT 360 PLANNING PARTNERS

251-633-6993

251-633-3953

Mitchell Sink

Mitchell Sink

MANAGING PARTNER AT POINT NORTH FINANCIAL

478-476-0370

Kyle Snipes

Kyle Snipes

FINANCIAL ADVISOR

404-760-2432

404-403-4522

404-760-2432

Steven South

Steven South

FINANCIAL ADVISOR AT 360 PLANNING PARTNERS

334-605-1292

334-605-1293

Jerry Sowell

Jerry Sowell, III

ASSOCIATE PARTNER FINANCIAL ADVISOR AT BLUEWATER WEALTH STRATEGIES, LLC

850-763-0308

850-872-8388

Chris Sullivan

Chris Sullivan

FINANCIAL ADVISOR

(404) 760-2292

Ameina Tressler

Ameina Tressler

FINANCIAL ADVISOR AT 360 PLANNING PARTNERS

251-343-4855

251-343-5537

David Tressler

David Tressler, CFP®, ChFC®, CLU®

CERTIFIED FINANCIAL PLANNER™ professional AT 360 PLANNING PARTNERS

251-343-4855

251-343-5537

Ronnie Triplett II

Ronnie Triplett II

FINANCIAL ADVISOR

404-720-7706

Fred Van Patten

Fred Van Patten, JD, LUTCF

FINANCIAL ADVISOR AT PEACH STATE ADVISORS RETIREMENT PLANNING SPECIALIST

678-273-4059

Daryl Vining

Daryl Vining Jr., MBA

VICE PRESIDENT AT THE GEORGIAL ALABAMA GULF COAST BRANCH

404-760-2320

404-760-2390

Brian Verchot

Brian Verchot

FINANCIAL ADVISOR

205-970-5241

205-914-6797

Tony Vitulli

Tony Vitulli, CFP®

CERTIFIED FINANCIAL PLANNER™ professional AT PEACH STATE ADVISORS RETIREMENT PLANNING SPECIALIST

678-569-7780

678-569-7770

Christopher Vucovich

Christopher "Chris" Vucovich

FINANCIAL PROFESSIONAL AT VUCOVICH & ASSOCIATES

334-239-9110

334-239-9185

Bruce Weinstein

Bruce Weinstein, CLU

FINANCIAL ADVISOR AT PARADIGM WEALTH MANAGEMENT

404-760-2286

Kirk Welcome

Kirk Welcome

FINANCIAL ADVISOR

212-541-1950

212-542-0085

Jan Williams

Jan J. Williams, MBA

FINANCIAL ADVISOR AT FAMILY LEGACY WEALTH SOLUTIONS RETIREMENT PLANNING SPECIALIST

404-760-2373

404-760-2390

Kimberly Wyatt

Kimberly Wyatt, CFP®

CERTIFIED FINANCIAL PLANNER™ professional AT PEACH STATE ADVISORS RETIREMENT PLANNING SPECIALIST

678-569-7780

678-569-7770