About Us

  • Dan Balderston Partner and Retirement Planning Specialist at Vista Wealth Partners LinkedIn
    Email Me
    Dallas, TX
  • Phone
    (972) 455-9013
  • Raylie Eshelman Financial Consultant at Eshelman & Associates Retirement Planning LinkedIn
    Email Me
    Dallas, TX
  • Phone
    972-407-9200
  • Ted Grant Regional Vice President
    Financial Consultant LinkedIn
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    Houston, TX
  • Phone
    516-510-9818
  • Sindy Kong, MBA Managing Partner, Atlas Advisor Group Retirement Planning Specialist
    Founder and CEO, Medical Professional Advisory Group (MedPro) LinkedIn
    Email Me
    Dallas, TX
  • Visit My Website
  • Phone
    (972) 455-9081
  • Kyle Lynch Director of Research & Analysis - Insurance
    Registered Sales Assistant Broker LinkedIn
    Email Me
    Dallas, TX
  • Cameron T. Michalski Director of Research and Analysis - CRP at DeNovo Advisory Group
    Financial Consultant LinkedIn
    Email Me
    Houston, TX
  • Phone
    (713) 402-9288
  • Derek Platt Associate Financial Consultant at Fitzgerald Wealth Management LinkedIn
    Email Me
    Houston, TX
  • Phone
    (713) 621-7900
  • Jeff Poole CERTIFIED FINANCIAL PLANNER™ Professional LinkedIn
    Email Me
    Houston, TX
  • Phone
    (281) 717-2171
  • Austin Webb Director of Corporate Retirement Planning at DeNovo Advisory Group
    Financial Consultant LinkedIn
    Email Me
    Houston, TX
  • Phone
    713-402-6411

Securities offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC registered investment advisor.

Annuity and insurance products offered through Equitable Network, LLC, which conducts business in CA as Equitable Network Insurance Agency of California, LLC, in UT as Equitable Network Insurance Agency of Utah, LLC, and in PR as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Please consult your tax and legal advisors regarding your particular circumstances. Individuals may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Equitable Advisors, LLC is an Equal Opportunity Employer M/F/D/V

For more information about Equitable Advisors, LLC you may visit equitable.com/crs to review the firm’s Relationship Summary for Retail Investors and General Conflicts of Interest Disclosure. Equitable Advisors and Equitable Network are brand names for Equitable Advisors, LLC and Equitable Network, LLC, respectively.

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