Chiaoting Yang is a financial advisor at Equitable Advisors with 11 years of industry experience. Yang holds Series 63 and Series 65 credentials and has been with Equitable Advisors since 2014, previously affiliated with 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 employs a hybrid referral and implementation model and offers both advisory and brokerage/insurance channels to implement client recommendations.

Mazhar Mahmood is a financial advisor at Equitable Advisors with 29 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Ameriprise for 26 years before joining Equitable Advisors. Outside of advising, he owns J.K. Bailey & Associates, LLC. Equitable Advisors serves a wide range of clients including individuals, high-net-worth, retirement plans, corporate, charitable, and institutional clients, 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 a delivery model heavily reliant on LPL-sponsored programs and endorsed TAMPs.

Kevin Guns is a financial advisor with Equitable Advisors holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining Equitable Advisors, he worked in various roles within the education sector and retail industry. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, 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 a broker-dealer, utilizing LPL-sponsored programs and other endorsed platforms to provide advisory and brokerage solutions.

David Bayeh is a financial advisor with Equitable Advisors in Irvine, CA. He holds a Series 66 designation and has experience in the financial industry through prior roles at Arb Trading Group, Wilmington Trust, and Charles Schwab. His background also includes an MBA from the University of Southern California and positions at Edwards Lifesciences, Nasdaq, Inc., and Chapman University. Equitable Advisors serves a diverse range of clients including individuals, high-net-worth, 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, operating as both an SEC-registered investment adviser and broker-dealer.

Michelle Felendes is a financial advisor with Equitable Advisors in Irvine, CA, holding Series 63 and Series 65 licenses and 18 years of industry experience. She has been with Equitable Advisors since 2008 and previously worked with Axa Advisors, LLC. Outside of advising, she serves on the Publications Committee for the Constitutional Rights Foundation and volunteers with the MDRT Top of the Table Division Speaker Program and Program Development Committee. 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 operates a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to implement client recommendations.

David Bolduc is a financial advisor at Equitable Advisors with nine years of industry experience. He holds the Series 63 and Series 66 licenses and has previously worked at LPL Financial and The Prudential Insurance Company of America. Outside of his advisory role, Bolduc serves as a board member for Gingerwood HOA and volunteers as a baseball coach for Golden Hills Little League in Fullerton, CA. 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 a model heavily reliant on LPL-sponsored programs and endorsed TAMPs, providing both discretionary and non-discretionary advisory services.

Brent Koch is a financial advisor with Equitable Advisors in Irvine, CA, holding Series 63 and Series 65 credentials and 39 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, since 2000. Outside of advising, Koch owns Fanactivate, LLC, a sports media platform, and serves as vice president and board member for Equitable Agents Reinsurance Company. 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, offering both advisory and brokerage/insurance services tailored to client goals, risk tolerance, and time horizon.

Anastasia Nikolaou is a CFP®-certified financial advisor with eight years of industry experience. She is currently with Equitable Advisors and previously worked at Ameriprise and Nordstrom. Outside of her advisory role, she is a co-author of an unpublished general education financial book and owns Anastasia & Associates Wealth Management Solutions. 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, utilizing a hybrid referral and implementation model.

Erica Sylvia is a financial advisor at Equitable Advisors in Irvine, CA, with 12 years of industry experience. She holds a Series 66 designation and has been with Equitable Advisors since 2013, previously associated with Axa Advisors. Outside of her advisory role, she is involved as an owner of a health insurance business and serves on the board of the Association for Early Learning Leaders, among other activities. Equitable Advisors provides financial planning, retirement-plan support, and access to asset management for individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm operates a hybrid referral and implementation model using third-party asset managers and offers both advisory and brokerage/insurance channels to clients.

Ziyi Lu is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, Ziyi had roles related to business administration and international programs at Pepperdine University, as well as experience at Langco + Partners and ProMazo. 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 utilizes a delivery model that includes LPL-sponsored programs and multiple endorsed third-party asset management platforms.

Reilly O'Connor is a financial advisor at Equitable Advisors with two years of industry experience. He holds a Series 66 designation and has prior work experience that includes roles at Makena Golf and Beach Club and Chapman University. 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/insurance channels to implement client recommendations.

Suzanne Peters is a financial advisor with Equitable Advisors in Costa Mesa, CA, holding a Series 66 designation and 22 years of industry experience. She has worked at Equitable Advisors since 2005 and was previously affiliated with Axa Advisors, LLC from 2005 to 2020. 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, offering both advisory and brokerage/insurance channels to implement client recommendations.

Siddhartha Lodhia is a financial advisor at Equitable Advisors with two years of industry experience. He holds a Series 66 designation. His work history includes roles at Stanford University Athletics and Chapman University. Outside of advising, he is president and owner of Lodson, a family commercial property management business. 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/insurance channels to implement client recommendations.

Kent Shuster is a financial advisor with Equitable Advisors in Dana Point, CA, holding Series 63 and Series 65 licenses and 35 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, since 1999. Outside of his advisory work, Shuster coaches girls beach volleyball at Capistrano Valley High School. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, 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.

Michael Shieh is a financial advisor at Equitable Advisors with eight years of industry experience. He holds a Series 66 designation and has worked previously at Cetera, Cathay Bank, Sagepoint Financial, and GTBG Consulting. Outside of his advisory role, he is a passive owner of CMK Accountancy Corp. 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, offering both advisory and brokerage/insurance channels to implement client recommendations.

Steven Stakley is a financial advisor with Equitable Advisors in Irvine, CA, holding Series 63 and Series 65 licenses and over 31 years of industry experience. He has been with Equitable Advisors since 2002 and previously worked at AXA Advisors, LLC. Outside of his advisory role, Stakley is President and CEO of Dream Retirement Strategies, LLC. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients by 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, working extensively with program sponsors and third-party managers to provide advisory and brokerage solutions.

Keevin Murray is a financial advisor with Equitable Advisors in Irvine, CA. He holds Series 63 and Series 66 licenses and has two years of industry experience. Prior to his current role, he worked at JPMorgan Chase Bank and several other firms, including Dream Retirement Strategies. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, and institutional investors, providing financial planning, brokerage services, insurance distribution, and access to various third-party asset management programs. The firm operates through multiple sponsored programs and emphasizes both discretionary and non-discretionary management solutions.

Chang Hsin Sun is a financial advisor at Equitable Advisors with 12 years of industry experience. He holds the Series 66 designation and has been with Equitable Advisors since 2013, following a prior role at Axa Advisors. Outside of his advisory work, he is a trustee of his own 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 LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model, combining advisory and brokerage/insurance services tailored to client goals and risk tolerance.

Gregg La Spisa is a financial advisor with Equitable Advisors in Irvine, CA, holding Series 63 and Series 65 licenses and over 30 years of industry experience. He has been with Equitable Advisors and its predecessor AXA Advisors since 1999. 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 wide range of third-party asset managers. The firm utilizes a hybrid referral and implementation model that combines advisory and brokerage channels to tailor services based on clients’ goals, risk tolerance, and time horizon.

Anthony Agoni is a financial advisor at Equitable Advisors with 29 years of industry experience. He holds Series 63 and Series 66 designations and has been with Equitable Advisors since 2002, following his tenure at AXA Advisors. Outside of his advisory role, he serves as Treasurer and board member of the Columbia University Alumni Association of Southern California and is President of the Columbia Business School Club of Orange County. He also operates a sole proprietorship consulting on spreadsheet analysis for commercial real estate, start-up companies, and other business proposals. Equitable Advisors provides financial planning, retirement plan support, and access to asset management for individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm employs a hybrid referral and implementation model, leveraging third-party asset managers and programs to deliver tailored advisory services.