Richard Wu is a financial advisor with Equitable Advisors and holds Series 65 and Series 63 licenses. He has one year of industry experience and prior work history includes roles in mortgage services, real estate, and healthcare. Outside of his advisory work, he has been involved with multiple firms across different sectors, including real estate and health care. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs, utilizing a network of Investment Adviser Representatives and third-party asset managers to deliver tailored advice and implementation.

Brendan Herriman is a financial advisor with Equitable Advisors in Bellevue, WA, holding Series 63 and Series 66 licenses and three years of industry experience. His prior work includes roles at KBC Advisors and PACCAR Parts, as well as positions at Gonzaga University and Pacific Coast Ventures. Equitable Advisors provides financial planning, retirement consulting, and asset-management services to individuals, pension plans, corporations, and charitable organizations. The firm offers a range of investment programs through its network of Investment Adviser Representatives, utilizing both proprietary and third-party solutions.

Ariana Singleton is a financial advisor with Equitable Advisors in Bellevue, WA, holding a Series 66 credential and one year of industry experience. She has worked at Equitable Advisors since 2023 and is also involved in a family restaurant and catering business, Branks BBQ & Catering, where she has served as a waitress, hostess, and caterer since 2019. Equitable Advisors serves a broad client base including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset-management programs through a network of Investment Adviser Representatives and third-party managers.

David Lenvin is a Series 66-credentialed financial advisor with 19 years of experience, currently practicing at Equitable Advisors since 2007. He previously worked with Axa Advisors, LLC from 2007 to 2020. Outside of his advisory role, he is involved in managing investment real estate through several LLCs. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients with financial planning, retirement consulting, and asset management. The firm utilizes a variety of advisory models and third-party asset managers, offering services that include mutual funds, ETFs, separately managed accounts, and ERISA fiduciary services.

Kathryn Kelleher is a Series 66 licensed financial advisor with Equitable Advisors in Bellevue, WA, and has two years of industry experience. Before joining Equitable Advisors, she worked at Boston Consulting Group and the Allen Institute, among other roles. She has a background that includes experience in consulting, research, and banking. Equitable Advisors serves individual clients—including both non-high-net-worth and high-net-worth individuals—as well as pension plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs, utilizing both firm-offered and third-party advisory solutions.

Emmanuel Bofa is a financial advisor at Equitable Advisors with a Series 66 designation. He has one year of industry experience and previously worked in various roles within school districts and at the YMCA Center for Community Impact. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by offering financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives. The firm utilizes a range of third-party advisory programs and provides ERISA fiduciary services, focusing on matching clients to appropriate investment models and discretionary managers.

Koen Solis is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. His prior roles include positions at Cascade Wealth Services, Pierce Community College, Kemper Sports, Mill Creek Country Club, and the Washington Referee Association. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives. The firm utilizes a range of third-party advisory programs and implements various investment models while providing ERISA fiduciary services to qualified plans.

Bryan Tessier is a financial advisor at Equitable Advisors with nine years of industry experience. He holds Series 63 and Series 66 licenses. Bryan has worked with Equitable Advisors since 2017 and previously with AXA Advisors, LLC. Equitable Advisors serves individual and institutional clients, providing financial planning, retirement plan consulting, and various asset management programs. The firm uses a network of Investment Adviser Representatives and offers a range of third-party and proprietary advisory solutions without sponsoring its own wrap fee program.

Nickolas Rubin is a financial advisor at Equitable Advisors with three years of industry experience. He holds the Series 63 and Series 66 credentials. His prior work experience includes roles in education at Washington State University, Grays Harbor Community College, Southwestern Oregon Community College, and Bothell High School. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients, offering financial planning, retirement plan consulting, and various asset-management programs. The firm’s approach centers on assessing client risk tolerance and matching clients to program models or discretionary managers, using both proprietary and third-party solutions.

Jeremy Riggs is a financial advisor with Equitable Advisors in Bellevue, WA, holding a Series 66 designation and one year of industry experience. His prior work history includes roles at Amazon, Arizona Grand Resort, and Lake Wilderness Golf Course. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm’s approach involves assessing client information and risk tolerance to match clients with investment models or discretionary managers, utilizing a range of proprietary and third-party programs.

Bas Van Diepen is a financial advisor with Equitable Advisors in Bellevue, WA, holding a Series 66 designation and one year of industry experience. Prior to his current role, he worked in various positions including roles in education and customer service. Equitable Advisors serves a diverse client base, including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives and third-party program sponsors.

Kathleen Steele is a financial advisor with Equitable Advisors in Bellevue, WA, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. She has been with Equitable Advisors and its predecessor, Axa Advisors, since 1999. Outside of her advisory role, she serves as a board member of Fauntleroy Church in Seattle. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm uses a variety of advisory models, including third-party programs and discretionary management, with a focus on matching clients’ needs to appropriate investment solutions.

Olamide Aje is a financial advisor at Equitable Advisors with one year of industry experience. He holds a Series 66 designation and previously worked at Marian BNA LLC and The Boeing Company, where he spent nineteen years. Outside of his advisory role, he is involved in managing a rental property in Seattle. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset-management programs. The firm leverages third-party managers and advisory programs to provide a range of investment solutions without sponsoring its own wrap fee program.

Aileen Sarmiento Velasco is a financial advisor with Equitable Advisors in Bellevue, WA, holding a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, she worked as a contractor with Fuse Washington and was involved with Ben Stuckart and Friends, alongside roles at Gonzaga University and Seattle Preparatory School. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset management programs. The firm utilizes a variety of advisory models primarily through third-party sponsors and provides ERISA fiduciary services to qualified plans.

John Hosmer is a financial advisor with Equitable Advisors in Bellevue, WA, holding Series 63 and Series 66 credentials and bringing 10 years of industry experience. He has been with Equitable Advisors since 2016, following a prior role at AXA Advisors, LLC. Outside of his advisory work, he is co-founder and partner of J&R Gemini, LLC, a company involved in tenant supervision and relationship management. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm utilizes a range of advisory programs and third-party asset managers to tailor solutions based on client needs and risk tolerance.

Dorian Hardin is a financial advisor at Equitable Advisors in Bellevue, WA. He holds the Series 66 designation and has one year of industry experience. Prior to joining Equitable Advisors, Hardin worked at Washington Wolfpack and Walmart, among other positions. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset management programs through a broad network of Investment Adviser Representatives and third-party managers.

Gregory Peloquin is a Series 66 credentialed financial advisor with Equitable Advisors in Bellevue, WA. He joined the firm in 2026 and has prior work experience in healthcare and education-related roles, including positions with Lifestream Blood Bank and South Sound STEM Fair Alliance. Equitable Advisors serves a broad range of clients, including individuals, pension plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives, utilizing a variety of proprietary and third-party investment solutions.

Leo Hirsch is a financial advisor with Equitable Advisors in Bellevue, WA, holding Series 63 and Series 66 licenses and three years of industry experience. His prior work includes roles at Dudek, Paleo West, and Historical Research Associates. Outside of finance, he owns Leo Hirsch Photography, LLC. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives and third-party program sponsors.

Emily Brooks is a financial advisor with Equitable Advisors in Bellevue, WA, holding a Series 66 license and one year of industry experience. Prior to joining Equitable Advisors, she worked in various roles including positions at Orangetheory Fitness and King Family Fun Center. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by providing financial planning, retirement plan consulting, and asset management programs. The firm offers a range of advisory models through third-party sponsors, delivering services via a network of Investment Adviser Representatives.

Forrest Piatt is a financial advisor at Equitable Advisors with one year of industry experience. He holds a Series 66 designation and previously worked in education, including six years with the Selah School District and currently serves as a head coach at Selah Middle School District. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients by providing financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives.