Our Team

OUR TEAM

Find Your Advisor

Benjamin UySmith, CFP®
Bill Thompson
Daniel Corley
Henry Kuo, CFP®, ChFC, CLU
Hank Fiumara, CFP®, MBA
Jerri Batts
Lauren Barricklow, CDFA®
Nicole Guernsey, CDFA®
Seth Ellington
Steve Siegel, MBA
Thomas Macrone, MBA, RICP®, Credentialed Holistic Financial Coach
Willie Myles, CFA, CIPM, CFP®, FRM

Henry Kuo, CFP^®, ChFC, CLU

Financial Advisor & Retirement Planning Specialist

Henry provides assistance in planning for qualified retirement plans, retirement, college funding, and risk management to individuals and small business clients. He helps clients establish sound financial strategies and goals, with a...

Thomas Macrone, MBA, RICP®, Credentialed Holistic Financial Coach

Financial Advisor & Retirement Income Certified Professional

(919) 554-1791

(919) 414-1029 (voice only)

thomas.macrone@equitable.com

Thomas Macrone, MBA, RICP®, is a financial advisor and credentialed holistic financial coach with more than 20 years of experience helping individuals and families make informed financial decisions. A member of Prestige Financial Group...

Steve Siegel, MBA

Financial Consultant

(919) 765-9954

steve.siegel@equitable.com

Steve grew up in Bethesda, Maryland. and obtained a BS in Mechanical Engineering from Cornell University in 1984 and an MBA from Wright State University in 1987. Steve moved to Cary, NC in 1991 to raise his family which now consists...

Jerri Batts

Financial Advisor & Retirement Planning Specialist

(252) 234-9355

jerri.batts@equitable.com

Hank Fiumara, CFP^®, MBA

Retirement Planning Specialist

(919) 765-9940

hank.fiumara@equitable.com

Daniel Corley

Retirement Planning Specialist

(919) 765-9945

daniel.corley@equitable.com

Daniel Corley has been a financial consultant with Equitable Advisors, since 1998. Daniel provides his personal and corporate clients with insurance and investment services. Daniel enjoys developing long-term relationships with his...

Willie Myles, CFA, CIPM, CFP^®, FRM

Financial Advisor

(919) 765-9956

willie.myles@equitable.com

California Insurance License #4478181

Benjamin UySmith, CFP^®

Financial Planner

(919) 765-9957

benjamin.uysmith@equitable.com

With over 12 years in financial planning, Ben is dedicated to helping his clients achieve their financial goals using proven strategies and systems. As a Certified Financial Planner, as well as being PMP certified, Ben’s expertise is...

Nicole Guernsey, CDFA^®

Financial Advisor

(919) 341-1679

nicole.guernsey@equitable.com

Nicole is not your father’s financial advisor–her mission is to bring innovative and practical financial strategies to her clients through a foundation built on education and collaboration. She focuses her practice on fee-based...

Bill Thompson

Financial Advisor

919-765-9951

bill.thompson@equitable.com

Seth Ellington

Financial Advisor

919-341-1643

seth.ellington@equitable.com

Seth helps his clients use their finances to reach their goals in life. He recognizes that every person’s situation is unique and requires more than a “one size fits all” approach. With the heart of a teacher, Seth is gifted at...

Lauren Barricklow, CDFA^®

Financial Advisor

704-540-2937

704-540-2999

lauren.barricklow@equitable.com

Lauren's goal is to help you connect the dots from your desires to your finances by focusing on relationships over transactions. She knows good financial planning can only be effective if it is practical for your lifestyle, leveraging...