Gregg La Spisa is a financial advisor with Equitable Advisors in Irvine, CA, holding Series 63 and Series 65 licenses and having 31 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, since 1999. 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 utilizes a network of Investment Adviser Representatives and offers access to various advisory programs, including third-party asset managers and LPL-sponsored solutions.

Anthony Agoni is a financial advisor at Equitable Advisors with 30 years of industry experience. He has held his current position since 2002, previously working with AXA Advisors, LLC. Agoni serves as Treasurer on the Board of Directors for the Columbia University Alumni Association of Southern California and is President of the Columbia Business School Club of Orange County. He also operates a consulting sole proprietorship specializing in spreadsheet analysis for commercial real estate, startups, and other business proposals. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm’s approach involves matching clients to investment programs or discretionary managers, utilizing third-party asset managers and proprietary tools without sponsoring its own wrap fee program.

Richard Colarossi is a financial advisor at Equitable Advisors with 25 years of industry experience. He holds a Series 66 designation and has been with Equitable Advisors and its predecessor, Axa Advisors, since 2000. Outside of advising, he serves as vice president and treasurer of The Highest Peak Foundation, a private family foundation, and works as an assistant track coach at Sage Hill High School. Equitable Advisors provides financial planning, retirement plan consulting, and a variety of asset-management programs to individuals, institutional clients, and charitable organizations. The firm’s advisory approach involves assessing client information and risk tolerance to match clients with various program models or discretionary managers, utilizing both proprietary and third-party solutions.

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 his current role, he worked in 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 broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and various asset management programs through a network of advisors and third-party managers.

Stuart Friedman is a financial advisor with Equitable Advisors in Irvine, CA, holding Series 63 and Series 65 designations and 48 years of industry experience. He has been with Equitable Advisors since 1999 and previously worked at Burnham Gibson Wealth Advisors, LLC and The BALDWIN GROUP WEALTH ADVISORS, LLC. His other business activities include working as a life settlements broker with Ashar Group, LLC. 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 through a network of Investment Adviser Representatives and third-party managers.

David Souter is a financial advisor with Equitable Advisors in Irvine, CA, holding Series 63, 65, and 66 licenses and has 21 years of industry experience. His work history includes roles at Equitable Advisors since 2022, Prudential Insurance Company of America and Pruco Securities from 2017 to 2022, and Kingsland Capital from 2003 to 2007. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients by providing financial planning, retirement plan consulting, and various asset-management programs. The firm uses multiple advisory models and third-party program sponsors to implement strategies covering mutual funds, ETFs, separately managed accounts, and select alternative investments.