Bryan Tessier is a financial advisor with Equitable Advisors in Bellevue, WA, holding Series 63 and Series 66 licenses and nine years of industry experience. He has worked with Equitable Advisors since 2017 and previously with AXA Advisors, LLC. In 2023, he established a sole proprietorship to hire an administrative assistant for client support. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charitable organizations, and institutions, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer and utilizes LPL-sponsored programs and endorsed TAMPs to deliver advisory and brokerage solutions.

Nickolas Rubin is a financial advisor with Equitable Advisors in Bellevue, WA, holding Series 66 and Series 63 designations and three years of industry experience. His prior work history includes multiple terms with Equitable Advisors and roles in education at Washington State University, Grays Harbor Community College, Southwestern Oregon Community College, and Bothell High School. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporate, charitable, and institutional clients. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs through a dual-registered SEC investment adviser and broker-dealer model.

Jeremy Riggs is a financial advisor at Equitable Advisors in Bellevue, WA, holding a Series 66 designation. He joined Equitable Advisors in 2025 and has prior work experience in various roles, including positions at Amazon, Arizona Grand Resort, Lake Wilderness Golf Course, and in education with Tahoma School District and Tahoma High School. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by offering financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, providing both advisory and brokerage channels tailored to clients' goals, risk tolerance, and time horizon.

Bas Van Diepen is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, he held various positions including roles in education and hospitality. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model and offers both advisory and brokerage channels to meet client needs.

Kathleen Steele is a financial advisor with Equitable Advisors in Bellevue, WA, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. She has been with Equitable Advisors since 1999 and was previously with Axa Advisors, LLC. Outside of her advisory role, she serves as a board member of Fauntleroy Church in Seattle. Equitable Advisors provides financial planning and retirement-plan support to individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm offers access to asset management through third-party programs and employs a hybrid referral and implementation model that incorporates both advisory and brokerage channels.

Olamide Aje 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, Aje worked for Marian BNA LLC and spent nearly two decades at The Boeing Company. Outside of his advisory role, he manages a rental property in Seattle. Equitable Advisors serves a diverse client base, including individuals, high-net-worth clients, retirement plans, corporations, and charities, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as a dual-registered investment adviser and broker-dealer, working extensively with program sponsors and third-party managers to deliver advisory and brokerage solutions.

Aileen Sarmiento Velasco is a financial advisor with Equitable Advisors in Bellevue, WA. She holds a Series 66 designation and has one year of industry experience. Prior to joining Equitable Advisors, she worked in various roles including contracting with Fuse Washington and positions related to Gonzaga University and Seattle Preparatory School. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients by providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and a broker-dealer and utilizes a variety of program sponsors and endorsed third-party managers to deliver advisory and brokerage solutions.

John Hosmer is a financial advisor with Equitable Advisors in Bellevue, Washington, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. His prior experience includes four years at AXA Advisors, LLC. Outside of his advisory role, he is a co-founder and partner of J&R Gemini, LLC, where he is involved in tenant supervision and relationship management. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates dual-registered as both an SEC-registered investment adviser and broker-dealer, utilizing a delivery model that integrates LPL-sponsored programs and endorsed third-party managers.

Joseph Chiocca III is a financial advisor with Equitable Advisors in Bellevue, WA, holding a Series 66 designation and two years of industry experience. His prior work includes roles at TransWest and RTC Delivery, Inc. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through third-party programs and platforms. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage services tailored to client goals and risk tolerance.

Dorian Hardin is a financial advisor at Equitable Advisors with a Series 66 credential and one year of industry experience. Prior to joining Equitable Advisors, he held positions at Washington Wolfpack, Walmart, and other organizations across various sectors. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charitable organizations, and institutional entities. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating as both an SEC-registered investment adviser and broker-dealer.

Gregory Peloquin is a financial advisor with Equitable Advisors in Bellevue, WA. He holds a Series 66 designation and has been with Equitable Advisors since 2026. Prior to joining the firm, his experience includes roles at Lifestream Blood Bank and Cascade Regional Blood Services. Equitable Advisors serves a diverse client base, including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions. The firm offers financial planning, brokerage services, insurance distribution, and access to third-party asset management programs, working extensively with LPL-sponsored platforms and other endorsed managers.

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. Prior to joining Equitable Advisors in 2023, he worked at Dudek and Paleo West, among other roles. Outside of finance, Hirsch owns Leo Hirsch Photography, LLC. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, and institutional investors. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating primarily through LPL-sponsored platforms and endorsed TAMPs.

Emily Brooks is a financial advisor at Equitable Advisors with one year of industry experience. She holds a Series 66 designation and previously worked in roles outside finance, including positions at Orangetheory Fitness and King Family Fun Center. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by offering financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model, providing both advisory and brokerage channels to implement client recommendations.

Forrest Piatt is a financial advisor at Equitable Advisors with a Series 66 designation and less than one year of industry experience. Prior to joining Equitable Advisors, he worked in education and coaching roles within the Selah School District and Selah Middle School District, where he currently serves as a head coach. Equitable Advisors serves individual investors, retirement plan sponsors and participants, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model and offers both advisory and brokerage/insurance channels to implement client recommendations.

Jonathan Gratz is a financial advisor at Equitable Advisors with 10 years of industry experience. He holds the Series 66 designation and has worked at Equitable Advisors since 2016, including a prior role at Axa Advisors, LLC. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm uses a hybrid referral and implementation model, combining advisory and brokerage/insurance channels to tailor services based on client goals, risk tolerance, and time horizon.

Zachary Martinson is a CFP® with nine years of industry experience, currently advising at Equitable Advisors in Bellevue, WA. His work history includes roles at Equitable Advisors and its predecessor entities since 2017, as well as prior experience with Seattle Sounders and Pacific Lutheran University. He is also involved with DABYN Wealth Strategies, LLC. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, and institutions. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating primarily through LPL-sponsored and endorsed platforms.

Donald O Donnell is a financial advisor at Equitable Advisors with 33 years of industry experience. He has been with Equitable Advisors since 1999 and previously worked at AXA Advisors, LLC. He holds Series 63 and Series 65 designations. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model and offers both advisory and brokerage/insurance channels to implement client recommendations.

Paulo Lee is a financial advisor at Equitable Advisors in Bellevue, WA, holding a Series 66 designation. He joined Equitable Advisors in 2026 and has prior experience working at companies such as PayScale and Botify. Outside of his advisory role, he volunteers with the Church of the Beloved. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, offering financial planning and retirement-plan support. The firm employs a hybrid referral and implementation model, partnering with LPL and third-party asset managers to provide tailored advisory and brokerage services.

Jonathan Worner is a financial advisor with Equitable Advisors and holds the Series 66 designation. He has one year of industry experience and previously served in the Army National Guard. His work history includes roles across multiple sectors such as security services, materials, and nonprofit organizations. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, and institutions. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating through various program sponsors and endorsed advisory platforms.

Thomas Specht is a financial advisor at Equitable Advisors with 21 years of industry experience. He holds a Series 66 designation and has been with Equitable Advisors since 2004, following prior service at Axa Advisors. Outside of his advisory role, he is involved with Expect Financial Services as a financial consultant. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement plan support, and access to asset management through LPL programs and a variety of third-party asset managers. The firm employs a hybrid referral and implementation model and offers both advisory and brokerage/insurance services.