Richard Colarossi is a financial advisor with Equitable Advisors in Irvine, CA, holding a Series 66 credential and 25 years of industry experience. He has been with Equitable Advisors since 2000, following a prior role at Axa Advisors. Outside of his advisory work, he serves as vice president and treasurer of The Highest Peak Foundation and is an assistant track coach at Sage Hill High School. Equitable Advisors provides financial planning, retirement-plan support, and access to asset management services for individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm operates a hybrid referral and implementation model that utilizes third-party asset managers and offers both advisory and brokerage channels to implement client recommendations.

Jordan Nelson 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 worked at CRS Insurance Brokerage and has served as a Senior Airman in the United States Air Force - Colorado Air National Guard since 2019. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, providing 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, offering both discretionary and non-discretionary advisory solutions.

Stuart Friedman is a financial advisor with Equitable Advisors in Irvine, CA, holding Series 63 and Series 65 licenses and bringing 48 years of industry experience. He has been with Equitable Advisors since 1999 and previously worked at Burnham Gibson Wealth Advisors and The BALDWIN GROUP WEALTH ADVISORS. Outside of his advisory role, he is involved in a fixed insurance business and acts as a life settlements broker with Ashar Group, LLC. Equitable Advisors serves a wide range of clients including individuals, high-net-worth, retirement plans, corporate, charitable, and institutional investors by providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm is dual-registered as an SEC investment adviser and broker-dealer and collaborates extensively with program sponsors and third-party managers to deliver advisory and brokerage solutions.

David Souter is a financial advisor with Equitable Advisors in Irvine, CA, holding Series 63, 65, and 66 licenses and over 20 years of industry experience. His prior experience includes roles at The Prudential Insurance Company of America and Pruco Securities, 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 a broad roster of third-party asset managers. The firm operates a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to implement client recommendations.

Nancy Pan is a financial advisor with Equitable Advisors in Irvine, CA. She holds the Series 66 designation and has one year of industry experience. Prior to joining Equitable Advisors, her work history includes roles at FinancialWorks, See's Candies, Target, and Lululemon. 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, utilizing both advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.