Equitable Advisors Carolinas

We are excited to welcome Derek Kucharski as our newest Financial Advisor. He will be joining our team in the Charlotte office, working alongside Matt Lester. You can congratulate Derek by reaching out to him at (704) 540-2922 or via email at [email protected].

We are excited to welcome Jack Garrison as our newest Financial Advisor. He will be joining our team in the Raleigh office, working alongside James Bullard. You can congratulate Jack by reaching out to him at (919) 341-4644 or via email at [email protected].

We are pleased to announce that Daniel Wohlgemuth Wohlgemuth will be returning to Equitable and has been appointed Southeast Complex COO starting today, March 16, 2026

In this role, Dan will partner closely with the Complex President, branch leadership and HQ to support operational excellence, drive consistency, and enhance the overall advisor and client experience across the Southeast Complex. His leadership will focus on strengthening operational processes, supporting growth initiatives, and ensuring seamless ex*****on of business priorities.

Prior to rejoining Equitable, Dan served as Chief Compliance Officer and Senior Vice President of Field Operations, bringing valuable regulatory, operational, and field leadership experience to this role. Previously, Dan spent 14 years with Equitable, holding various positions across the organization, most notably serving as a Branch Operations Manager, where he developed a deep understanding of our business, culture, and field operations.

Dan’s combination of external leadership experience and long-standing knowledge of Equitable uniquely positions him to support the continued success of the Southeast Complex.

We are excited to welcome Ethan Rahrig as our newest Financial Advisor. He will be joining our team in the Charlotte office, working alongside Stephen Poulton. You can congratulate Ethan by reaching out to him at (704) 719-3079 or via email at [email protected].

We are excited to welcome Jackson Heinlen as our newest Financial Advisor. He will be joining our team in the Greenville office, working alongside Justin Bruce. You can congratulate Jackson by reaching out to him at (864) 214-2702 or via email at [email protected].

🍀 Happy St. Patrick’s Day! 🍀

Today brought a little extra sparkle of Irish luck as we celebrated St. Patrick’s Day with our Clover Challenge! Thank you to everyone who joined in the fun and spread a bit of festive cheer throughout the day.

A big congratulations to our four Lucky Winners who found their four‑leaf clovers and came out on top! 🌈✨

Your luck was shining bright today—and we’re thrilled to celebrate with you!
Wishing everyone a day filled with good fortune, good spirits, and a touch of that legendary Irish luck.

Happy St. Paddy’s Day! 💚

We are excited to welcome Zachery Merritt as our newest Financial Advisor. He will be joining our team in the Raleigh office, working alongside Dillon Burdette and Amanda Penrose. You can congratulate Zachery by reaching out to him at (984) 308-9896 or via email at [email protected].

We are excited to welcome Parker Tanner our newest Financial Advisor. He will be joining our team in the Raleigh office, working alongside James Bullard. You can congratulate Parker by reaching out to him at (984) 308-9892 or via email at [email protected].

I am so excited to announce that Scott Graham has been named the 2025 Southeast Regional Honor Associate by Equitable Advisors!

Since 1939, the Honor Guard has upheld a cherished tradition of recognizing five outstanding advisors each year. These individuals exemplify excellence not only in their professional roles but also in their service to clients, families, communities, and colleagues. They embody the concept of the WHOLE PERSON, serving as role models in every facet of life.

This award represents the highest level of recognition at Equitable Advisors. Scott will be formally celebrated at the Annual Bob Jones Awards Dinner in San Francisco, CA on February 24, 2026.

Please join me in congratulating Scott on this well-deserved honor. His dedication, leadership, and impact continue to inspire us all.

Congratulations, Scott!

We are excited to welcome Elijah De La Tour Dupavillon our newest Financial Advisor. He will be joining our team in the Raleigh office, working alongside James Bullard. You can congratulate Elijah by reaching out to him at (919) 341-1686 or via email at [email protected].