Sheila Cook is a financial advisor with Equitable Advisors in Laguna Niguel, CA, holding Series 63 and Series 66 licenses and bringing 36 years of industry experience. She has been with Equitable Advisors since 1999 and previously worked with AXA Advisors, LLC. Outside of her advisory work, she serves as a trustee for her immediate family. 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 various third-party asset managers. The firm uses a hybrid referral and implementation model that combines advisory and brokerage channels, tailoring services based on client goals, risk tolerance, and time horizon.

Marc Didomenico is a financial advisor with Equitable Advisors in Irvine, CA, holding Series 63 and Series 65 credentials and 33 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, since 1999. Outside of his advisory role, he serves as an ambassador for the Newport Beach Chamber of Commerce and is a board member of the Newport Social Group. 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 managers. The firm uses a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels tailored to clients' goals and risk tolerance.

Tony Rhee is a financial advisor with Equitable Advisors in Irvine, CA, holding Series 63 and Series 65 licenses and possessing 26 years of industry experience. He has worked at Equitable Advisors since 2002 and was previously associated with Axa Advisors, LLC. Outside of his advisory role, he serves as a trustee of a family trust. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions, offering 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, utilizing LPL-sponsored programs and other third-party managers to deliver advisory and brokerage solutions.

Rendong Wu is a financial advisor at Equitable Advisors with one year of industry experience. He holds a Series 66 designation and previously worked for China International Engineering Consulting Corporation from 2014 to 2023. 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 managers. The firm uses a hybrid referral and implementation model, combining advisory and brokerage services tailored to client goals and risk tolerance.

Anchi Liu is a financial advisor with Equitable Advisors in Irvine, CA, holding a Series 66 designation and 22 years of industry experience. Liu has been with Equitable Advisors since 2003 and previously worked at Axa Advisors, LLC. Outside of advising, Liu serves as a trustee of a personal trust. 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 various third-party programs. The firm operates a hybrid advisory and brokerage model, utilizing multiple third-party asset managers and offering tailored financial plans based on client goals and risk profiles.

Justin Lam is a financial advisor with Equitable Advisors in Irvine, CA, holding Series 63 and Series 65 credentials and two years of industry experience. His prior experience includes roles at Ameriprise, Rockefeller Financial LLC, Wedbush Securities, Inc., and Merrill. He serves as a board member of the University of Southern California Marshall Alumni Association in Orange County. 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 various third-party managers. The firm operates a hybrid referral and implementation model and offers both advisory and brokerage/insurance services.

Aaron Griffin is a financial advisor with Equitable Advisors in Huntington Beach, 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 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 a wide range of third-party asset managers. The firm utilizes a hybrid referral and implementation model and offers both advisory and brokerage/insurance channels to implement client recommendations.

Daniel Venegas is a financial advisor at Equitable Advisors in Irvine, CA. He holds a Series 66 designation and has been with Equitable Advisors since 2025. Outside of his advisory role, he is the founder and organizer of the Business & Bullets Gun Club in Newport Beach and co-manages a recurring networking event called the Cigar Night Business Mixer Group. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, and institutional investors, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as a dual-registered SEC investment adviser and broker-dealer, utilizing LPL-sponsored programs and various endorsed TAMPs to deliver advisory and brokerage solutions.

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 has experience working at Nekter Juice Bar. Equitable Advisors serves a diverse client base, including individuals, high-net-worth clients, retirement plans, corporate, charitable, and institutional clients, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates a dual-registered model and relies on LPL-sponsored programs and endorsed third-party managers to provide advisory and brokerage solutions.

Vishal Patel is a financial advisor with Equitable Advisors in Irvine, CA, holding a Series 66 designation and 23 years of industry experience. He has been with Equitable Advisors since 2003 and previously worked with Axa Advisors, LLC. Outside of his advisory role, he serves as a trustee for his own family trust and is active as a property and casualty insurance agent. 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, offering both advisory and brokerage/insurance channels tailored to client goals and risk tolerance.

Timothy Dunigan is a financial advisor with Equitable Advisors in San Clemente, CA, holding Series 63 and Series 65 licenses and with 14 years of industry experience. He has been with Equitable Advisors since 2011 and previously worked at AXA Advisors, LLC. Outside of finance, he is the owner and founder of Dunigan Creative, a photography company based in Costa Mesa, CA. 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, combining advisory and brokerage/insurance channels to tailor services based on client goals, risk tolerance, and time horizon.

Rachelle Rivera is a financial advisor with Equitable Advisors in Irvine, CA, holding a Series 66 license and beginning her advisory career in 2026. Prior to joining Equitable Advisors, she held various roles primarily in educational settings and worked at Willis Towers Watson. Rivera has been involved with the United Spirit Association for over a decade. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, and institutions. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, relying significantly on LPL-sponsored programs and endorsed TAMPs to deliver advisory and brokerage solutions.

Matthew Chabot is a financial advisor at Equitable Advisors with 9 years of industry experience. He previously worked at Northwestern Mutual in various capacities from 2016 to 2025. In addition to his advisory role, he owns a premium activewear business called Chabot Capital LLC (DBA Krunkie). Equitable Advisors serves a diverse client base, including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, offering 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, relying extensively on LPL-sponsored programs and endorsed TAMPs to deliver advisory and brokerage solutions.

Hieu Nguyen is a financial advisor at Equitable Advisors in Irvine, CA, holding a Series 66 designation with two years of industry experience. His background includes roles at Morgan Stanley Private Bank, MassMutual Life Insurance Company, and K-V Engineering, Inc. Nguyen has worked in both wealth management and engineering sectors. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charities, 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 platforms and endorsed TAMPs.

Fei Chen is a financial advisor with Equitable Advisors in Irvine, CA, holding a Series 66 designation and five years of industry experience. Prior to joining Equitable Advisors, Chen worked at several firms including Pruco Securities LLC, The Prudential Insurance Company of America, and Avantax entities. Outside of advising, Chen is involved in multiple accounting and consulting roles, serving as CEO of Biz Friend, Inc., president of CMK Accountancy Corp., and holding board and officer positions in nonprofit and community organizations such as the Chinese American CPA Association and the Southern California Hunan Association. 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 various third-party programs. The firm uses a hybrid referral and implementation model that combines advisory and brokerage channels tailored to client goals, risk tolerance, and time horizon.

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 worked at Equitable Advisors since 2020. Her prior work includes roles at Whole Foods Market and involvement with the Costa Mesa Chamber of Commerce. 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 various advisory and brokerage channels. The firm employs a hybrid referral and implementation model, utilizing third-party asset managers and offering both discretionary and non-discretionary advisory services.

Andrae Miller is a financial advisor at Equitable Advisors with 13 years of industry experience. He holds a Series 66 designation and has previously worked at B. Riley Wealth Management and National Securities Corporation. Outside of his advisory role, he is also an independent agent involved in outside fixed insurance sales. 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 utilizes a hybrid referral and implementation model that combines advisory and brokerage channels to deliver tailored investment solutions.

Benjamin Caday is a financial advisor with Equitable Advisors in Irvine, CA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His prior work includes roles at AXA Advisors, Kestra Investment Services, and Presidential Brokerage, Inc. Caday has been with Equitable Advisors since 2020. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates through program sponsors and endorsed third-party managers to deliver advisory and brokerage solutions, with a significant portion of assets managed on a non-discretionary basis.

Quentin Biebel is a financial advisor at Equitable Advisors in Irvine, CA, holding a Series 66 designation. He has been with Equitable Advisors since 2025. Prior to his current role, his background includes positions at Equinox, Inc., Gold Coast Logistics, and involvement with the Orange County Football Academy, 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 LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, combining advisory and brokerage/insurance channels to deliver tailored client solutions.

Ian Ellis is a financial advisor with Equitable Advisors, holding a Series 66 designation and 14 years of industry experience. He has been with Equitable Advisors since 2011 and also maintains a role at Parkside Group, LLC, where he has been active since 2010. Outside of his advisory work, he is involved in a family LLC that operates his wife's photography business. 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, offering both advisory and brokerage/insurance services tailored to client goals and risk tolerance.