Sheila Cook is a financial advisor with Equitable Advisors in Irvine, CA, holding Series 63 and Series 66 credentials and possessing 36 years of industry experience. She has been with Equitable Advisors and its predecessor AXA Advisors since 1999. She serves as a trustee for her immediate family. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm’s approach involves matching clients to advisory program models or discretionary managers, utilizing a range of investment vehicles and offering ERISA fiduciary services for qualified plans.

Marc Didomenico is a financial advisor with Equitable Advisors in Irvine, CA, holding Series 63 and Series 65 designations and bringing 34 years of industry experience. He has been with Equitable Advisors since 1999, including its predecessor AXA Advisors, LLC. Outside of his advisory work, Didomenico serves as a board member of Newport Social Group and is an ambassador for the Newport Beach Chamber of Commerce. Equitable Advisors serves a broad range of clients including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives and utilizes a variety of third-party program sponsors and advisory models.

Tony Rhee is a financial advisor with Equitable Advisors in Irvine, CA, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked at Equitable Advisors and its predecessor, Axa Advisors, LLC, since 2002. Outside of his advisory role, he serves as a trustee of a family trust. Equitable Advisors serves a broad client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset-management programs. The firm uses a range of third-party advisory models and offers ERISA fiduciary services, focusing on matching clients to program models or discretionary managers through its network of Investment Adviser Representatives.

Rendong Wu is a financial advisor at Equitable Advisors with one year of industry experience. Prior to joining Equitable Advisors in 2025, he worked for nine years at China International Engineering Consulting Corporation. He holds the Series 66 designation. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients, providing financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives and third-party asset managers.

Anchi Liu is a financial advisor with Equitable Advisors in Irvine, CA, holding a Series 66 designation and 23 years of industry experience. She has been with Equitable Advisors since 2003 and previously worked at Axa Advisors, LLC until 2020. Liu is also a trustee of her own trust. Equitable Advisors serves a broad 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 through a network of Investment Adviser Representatives, utilizing third-party program sponsors and proprietary resources.

Justin Lam is a financial advisor with Equitable Advisors in Irvine, CA, holding Series 63 and Series 65 licenses and three years of industry experience. He has worked at several firms including Ameriprise, Rockefeller Financial LLC, Wedbush Securities, Inc., and Merrill. Lam serves as a board member of the University of Southern California Marshall Alumni Association in Orange County. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, charitable organizations, and institutional clients. The firm utilizes a range of advisory programs and third-party asset managers to tailor investment solutions.

Aaron Griffin is a financial advisor with Equitable Advisors in Irvine, CA, holding a Series 66 designation and 11 years of industry experience. He has been with Equitable Advisors since 2015, including time when the firm operated as AXA-Advisors, LLC. 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 delivered through a network of Investment Adviser Representatives and partnerships with third-party asset managers and advisory platforms.

Daniel Venegas is a financial advisor with Equitable Advisors in Irvine, CA, holding a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, his work history includes roles at Capstone Partners Financial & Insurance Services and Lendistry. Outside of his advisory work, he is the founder and organizer of the Business & Bullets Gun Club in Newport Beach and co-manages recurring networking events for the Cigar Night Business Mixer Group. Equitable Advisors serves a range of clients including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management programs through a network of Investment Adviser Representatives and third-party asset managers.

Kenneth Park is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. His prior roles include positions at the Office of John Murayama & Jonathan Cox, One Pacific Financial Strategies, and Network Capital. Outside of finance, he worked at Nekter Juice Bar and has experience in higher education institutions. 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 various asset management programs through a network of Investment Adviser Representatives. The firm employs a model-based and discretionary investment approach, utilizing third-party managers and a range of investment products without sponsoring its own wrap fee program.

Vishal Patel is a financial advisor with Equitable Advisors in Irvine, CA, holding the Series 66 designation and 23 years of industry experience. He has worked at Equitable Advisors since 2003 and previously spent time at Ameriprise. Outside of his advisory role, he is also a licensed property and casualty insurance agent and serves as a trustee for his own family trust. 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 through a network of Investment Adviser Representatives, utilizing a combination of third-party asset managers and proprietary advisory programs.

Timothy Dunigan is a financial advisor with Equitable Advisors in Irvine, CA, holding Series 63 and Series 65 credentials and 15 years of industry experience. He has worked with Equitable Advisors and its predecessor AXA Advisors since 2011. Outside of his advisory role, Dunigan is the owner and founder of Dunigan Creative, a photography company based in Costa Mesa, CA. Equitable Advisors serves individual clients across wealth levels, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers financial planning, retirement plan consulting, and asset-management programs, utilizing a range of third-party advisory models and programs alongside proprietary solutions.

Rachelle Rivera is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, she held various roles predominantly in educational institutions and youth organizations. She has been involved with the United Spirit Association for over a decade. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, and charitable organizations by offering financial planning, retirement plan consulting, and asset-management programs. The firm utilizes a range of third-party advisory models and provides ERISA fiduciary services through credentialed representatives.

Matthew Chabot is a financial advisor with Equitable Advisors in Irvine, CA, holding Series 63 and Series 65 credentials and nine years of industry experience. Prior to joining Equitable Advisors in 2025, he worked at Northwestern Mutual in various roles from 2016 to 2025. Outside of his advisory work, he owns a premium activewear business called Chabot Capital LLC, operating under the name Krunkie. Equitable Advisors serves individuals across a broad wealth spectrum, pension and profit-sharing plans, corporations, and charitable organizations by offering financial planning, retirement plan consulting, and asset management programs. The firm utilizes a range of third-party advisory models and provides ERISA fiduciary services, avoiding proprietary wrap fee programs and relying on endorsed TAMPs and affiliated asset managers for client solutions.

Hieu Nguyen is a financial advisor at Equitable Advisors with three years of industry experience. He holds the Series 66 designation and has worked at several firms, including Morgan Stanley and MassMutal Life Insurance Company. Prior to his advisory career, he was employed at K-V Engineering, Inc. Equitable Advisors serves a wide range of clients, including individuals, pension plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management programs, utilizing a network of Investment Adviser Representatives and third-party asset managers.

Fei Chen is a financial advisor at Equitable Advisors with five years of industry experience and holds a Series 66 designation. Prior to joining Equitable Advisors in 2023, Chen worked at several firms including Avantax and Prudential Insurance Company of America. Outside of advisory work, Chen is involved in multiple accounting and tax-related ventures, including serving as CEO of Biz Friend, Inc. and as a board member of the Chinese American CPA Association. Equitable Advisors serves individual and institutional clients, offering financial planning, retirement plan consulting, and asset management through a network of Investment Adviser Representatives. The firm utilizes a range of third-party advisory programs and provides ERISA fiduciary services without sponsoring its own wrap fee program.

Natalie Rosenthal is a financial advisor at Equitable Advisors with five years of industry experience. She holds Series 63 and Series 66 licenses and has been with Equitable Advisors since 2020. Her background includes roles in various organizations such as the Costa Mesa Chamber of Commerce and Whole Foods Market. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management programs to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm uses a range of advisory models implemented by third-party managers and offers ERISA fiduciary services through credentialed representatives.

Andrae Miller is a financial advisor with Equitable Advisors, holding a Series 66 designation and 14 years of industry experience. His prior roles include positions at B. Riley Wealth Management and Merrill. Outside of his advisory work, he is an independent agent involved in outside fixed insurance sales and serves as a durable power of attorney for his mother. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm uses a range of advisory models, including third-party managers and proprietary programs, to tailor investment solutions across mutual funds, ETFs, separately managed accounts, and select alternative investments.

Benjamin Caday is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His prior roles include positions at Axa Advisors, Victra, Kestra Investment Services, and Forta Financial Group. He has been with Equitable Advisors since 2020. Equitable Advisors serves a diverse client base, including individuals, retirement plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives. The firm utilizes a range of third-party advisory models and provides ERISA fiduciary services, focusing on tailored client solutions without sponsoring its own wrap fee program.

Quentin Biebel is a financial advisor with Equitable Advisors in Irvine, CA, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Equinox, Inc., Gold Coast Logistics, and involvement with the Orange County Football Academy, Inc. Equitable Advisors serves individual clients across a range of wealth levels, as well as 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 and employs third-party managers and advisory platforms to implement client solutions.

Ian Ellis is a financial advisor at Equitable Advisors with 15 years of industry experience. He holds a Series 66 designation and has been with Equitable Advisors since 2011. Outside of his advisory role, Ellis is involved in operating a family photography business through a personal family LLC. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and various asset management programs, utilizing a network of Investment Adviser Representatives and a range of third-party advisory platforms.