Chiaoting Yang is a financial advisor at Equitable Advisors in Irvine, CA, holding Series 63 and Series 65 licenses with 11 years of industry experience. Yang has been with Equitable Advisors since 2014 and previously worked at Axa Advisors, LLC during the same period. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients with financial planning, retirement plan consulting, and asset-management programs. The firm uses a range of advisory models and third-party asset managers to tailor investment solutions, supporting mutual funds, ETFs, separately managed accounts, and select alternative investments.

Mazhar Mahmood is a financial advisor at Equitable Advisors with 29 years of industry experience. He previously worked at Ameriprise for 26 years before joining Equitable Advisors in 2024. Outside of advising, he is the owner of J.K. Bailey & Associates, LLC. Equitable Advisors serves a broad range of clients, including individual investors, 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.

Kevin Guns is a Series 66 licensed financial advisor with Equitable Advisors in Irvine, CA. He joined the firm in 2026 and has previous work experience in education and retail, including roles with several school districts and Costco Wholesale Corporation. Equitable Advisors provides financial planning, retirement plan consulting, and asset management to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers advisory services through a network of Investment Adviser Representatives using a range of firm-offered and third-party investment programs.

David Bayeh is a financial advisor with Equitable Advisors in Irvine, CA. He holds the Series 66 designation and has experience working at firms including Charles Schwab, Wilmington Trust, and Arb Trading Group. His background also includes an MBA from the University of Southern California and roles at Nasdaq, Inc. and Edwards Lifesciences. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by providing financial planning, retirement plan consulting, and various asset-management programs. The firm uses a range of advisory models and third-party managers, focusing on personalized client information and risk assessment to guide investment solutions.

Michelle Felendes is a financial advisor with Equitable Advisors in Irvine, CA, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. She has been with Equitable Advisors and its predecessor, Axa Advisors, LLC, since 2008. Outside of her advisory role, 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 individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by offering financial planning, retirement plan consulting, and various asset-management programs. The firm’s approach involves assessing client information and risk tolerance to match clients with suitable program models or discretionary managers, utilizing both proprietary and third-party solutions.

Madison Beiswenger is a financial advisor at Equitable Advisors with a Series 66 credential and one year of industry experience. Prior to joining Equitable Advisors, Madison held positions in various organizations including Flatrock Wealth Partners and educational institutions such as the University of Santa Barbara and Santa Barbara City College. 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 asset management programs through a network of Investment Adviser Representatives, utilizing third-party asset managers and advisory programs for implementation.

David Bolduc is a financial advisor at Equitable Advisors with nine years of industry experience. He holds 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, he serves as a board member for the Gingerwood HOA and volunteers as a baseball coach for Golden Hills Little League in Fullerton, CA. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm utilizes a range of advisory programs and third-party asset managers to deliver its investment solutions.

Brent Koch is a financial advisor with Equitable Advisors in Irvine, CA, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with Equitable Advisors since 2000, following a 20-year period with Axa Advisors, LLC. Outside of his advisory role, he owns Fanactivate, LLC, a sports media platform, and is involved in group medical insurance through ownership of Paramount Strategies Group and WMS Management Inc. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset-management programs. The firm uses a risk-based approach to match clients with investment models or managers, often utilizing third-party advisory programs and offering a range of investment options, including mutual funds, ETFs, and alternative investments.

Anastasia Nikolaou is a CFP® professional with eight years of industry experience, currently with Equitable Advisors since 2024. She previously worked at Ameriprise for seven years and has a background in retail management at Nordstrom. She is a co-author of an unpublished general education financial book and owns Anastasia & Associates Wealth Management Solutions. Equitable Advisors serves a diverse client base including individuals, retirement plans, corporations, and nonprofit organizations, providing financial planning, retirement plan consulting, and various asset management programs through a network of Investment Adviser Representatives. The firm utilizes third-party advisory models and fiduciary services to deliver tailored investment solutions.

Erica Sylvia is a financial advisor with Equitable Advisors in Irvine, CA, holding a Series 66 designation and 13 years of industry experience. She has worked at Equitable Advisors since 2013 and previously with Axa Advisors, LLC. Sylvia serves as a board member for the Association for Early Learning Leaders and is involved with Olive Crest in Orange County. 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 delivers its services through a network of Investment Adviser Representatives and offers a variety of advisory models implemented both internally and via third-party managers.

Ziyi Lu is a financial advisor with Equitable Advisors holding a Series 66 designation and is based in Irvine, CA. Lu joined Equitable Advisors in 2026 and has previously held roles related to business administration and international programs at Pepperdine University. Equitable Advisors serves a diverse client base including individuals across wealth levels, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs, utilizing both proprietary and third-party solutions delivered through a network of Investment Adviser Representatives.

Reilly O'Connor is a financial advisor at Equitable Advisors with a Series 66 designation and two years of industry experience. His prior work includes roles at Makena Golf and Beach Club and Chapman University. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients by offering financial planning, retirement plan consulting, and various asset-management programs. The firm uses a range of advisory models implemented by third-party sponsors and provides ERISA fiduciary services through credentialed Investment Adviser Representatives.

Suzanne Peters is a Series 66-registered financial advisor with Equitable Advisors in Irvine, CA, where she has worked for 21 years. She has 23 years of industry experience, including 15 years at Axa Advisors, LLC. 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 delivers services through a network of Investment Adviser Representatives and relies on third-party program sponsors and TAMPs for many investment models.

Siddhartha Lodhia is a financial advisor with Equitable Advisors in Irvine, CA, holding a Series 66 designation and three years of industry experience. Prior to his current role, he held positions at Stanford University Athletics, Chapman University, and the University of California Irvine. Outside of advising, he is president and owner of Lodson, a family commercial property management business. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and various asset management programs primarily implemented through third-party asset managers and advisory platforms.

Andrew Rourke 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, he held positions at West Coast Fire and Water, UPS, and has entrepreneurial experience operating businesses including Andrew Rourke Surfboards and Andrew's Spoon Rings. He also has a background in education through The Master's University. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by providing financial planning, retirement plan consulting, and various asset-management programs. The firm’s advisory services involve personalized risk assessment and the use of third-party asset managers and model portfolios, with offerings spanning mutual funds, ETFs, separately managed accounts, and select alternative investments.

Kent Shuster is a financial advisor at Equitable Advisors with 36 years of industry experience. He has been with Equitable Advisors since 1999, including its predecessor firm AXA Advisors. Outside of his advisory role, he coaches girls beach volleyball at Capistrano Valley High School. 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 asset-management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party advisory models.

Michael Shieh is a financial advisor with Equitable Advisors in Irvine, CA, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at Cetera, Cathay Bank, Sagepoint Financial, and GTBG Consulting. Outside of advising, he is a passive owner of an accounting firm, CMK Accountancy Corp. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management. The firm utilizes various advisory models and third-party programs to tailor investment solutions and offers ERISA fiduciary services to qualified plans through credentialed representatives.

Steven Stakley is a financial advisor with Equitable Advisors in Irvine, CA, holding Series 63 and Series 65 credentials and with 31 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, since 2002. Outside of his advisory role, he serves as President and CEO of Dream Retirement Strategies, LLC. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party investment models and programs.

Keevin Murray is a financial advisor at Equitable Advisors in Irvine, CA, holding Series 63 and Series 66 licenses with two years of industry experience. His prior roles include positions at Dream Retirement Strategies, JPMorgan Chase Bank, and PHP Agency Inc. 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 employs a variety of third-party advisory models and offers ERISA fiduciary services to qualified plans through credentialed representatives.

Chang Hsin Sun is a Series 66 licensed financial advisor with Equitable Advisors in Irvine, CA, with 13 years of industry experience. He has been with Equitable Advisors since 2013 and previously worked at Axa Advisors, 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 asset management through a network of Investment Adviser Representatives, utilizing a variety of third-party advisory programs and discretionary management models.