Mark Nordbrock is a financial advisor at Equitable Advisors with 27 years of industry experience. He holds the Series 66 designation and has been with Equitable Advisors since 2005, previously working at Axa Advisors. In addition to his advisory role, Nordbrock is an attorney and serves as a trustee for an immediate family 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 third-party programs. The firm employs a hybrid referral and implementation model, utilizing multiple third-party asset managers and offering both advisory and brokerage services.

Ryan Sullivan is a financial advisor with Equitable Advisors in Agoura Hills, CA, holding a Series 66 designation and one year of industry experience. He previously worked for the Teachers Insurance and Annuities Association of America (TIAA) for 11 years. Outside of advising, he manages a rental property through a property management 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 and risk tolerance.

Franklin Chelebian is a financial advisor at Equitable Advisors with six years of industry experience. He holds the Series 66 designation and has previously worked at Chapman University, Hudson Pacific Properties, Trinium Technologies, Congressman Duncan Hunter’s office, and Stockwell, Harris, Wolverton & Muehl. Equitable Advisors serves a broad mix of 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 a dual-registered model and partners extensively with LPL-sponsored programs and endorsed third-party managers.

Myung Choe is a financial advisor with Equitable Advisors, holding a Series 65 designation and over 39 years of industry experience. He has been with Equitable Advisors since 1999 and previously affiliated with Axa Advisors, LLC. Outside of his advisory role, Choe serves as chairperson of the Korean Chamber of Commerce of Los Angeles and is an officer and long-standing member of the Los Angeles Central Lions Club. 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 asset managers. The firm operates a hybrid referral and implementation model utilizing LPL programs and emphasizes tailored services based on client goals, risk tolerance, and time horizon.

William Janney is a financial advisor with Equitable Advisors in Los Angeles, holding a Series 66 designation and two years of industry experience. His prior work includes roles at DB Fitzpatrick and Co., Wolf One Farms, The College of Idaho, and Pacific Palisades High School. 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 that offers both advisory and brokerage/insurance channels to implement client recommendations.

Jenny Jung is a financial advisor at Equitable Advisors with 31 years of industry experience. She has been with Equitable Advisors since 1999 and previously worked at Axa Advisors. Jenny holds Series 63 and Series 65 licenses. 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 a variety of third-party asset managers and LPL programs. The firm uses a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.

Ki Hyung Ryow is a financial advisor with Equitable Advisors, holding a Series 66 designation and 24 years of industry experience. He has been with Equitable Advisors since 2006 and previously worked with Axa Advisors. Outside of his advisory role, Ryow is involved in several community and nonprofit organizations, serving as a director of the Krossland Foundation, president and secretary of Saint Gabriel Korean School Inc., and a board member of the Korean American Chamber of Commerce Los Angeles and the Korean Institute of Southern California. He is also a restaurant owner and a member of the Los Angeles Koreatown Lions Club. 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.

Hye Ri Kim is a financial advisor with Equitable Advisors in Los Angeles, CA, holding Series 63 and Series 65 licenses and 11 years of industry experience. She has been with Equitable Advisors since 2014 and previously worked at 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 operates a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels tailored to client goals, risk tolerance, and time horizon.

Herbert Goodrich is a financial advisor with Equitable Advisors in Los Angeles, CA, holding Series 63 and Series 65 licenses and 31 years of industry experience. He has been with Equitable Advisors since 1999, including its predecessor AXA Advisors, LLC. Outside of his advisory role, he volunteers as a campaign committee member at St. Matthew Antiochian Orthodox Church. Equitable Advisors serves a diverse client base including individuals, high-net-worth, retirement plans, corporate, charitable, and institutional clients, offering financial planning, brokerage 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 heavily on LPL-sponsored programs and working with endorsed third-party asset managers.

Kevin Jung is a financial advisor with Equitable Advisors in Los Angeles, CA, holding Series 63 and Series 65 licenses and bringing 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 third-party asset managers. The firm uses a hybrid referral and implementation model and offers both advisory and brokerage/insurance services.

Daniel Howard is a financial advisor with Equitable Advisors in Westminster, CA, holding a Series 66 designation and two years of industry experience. Before joining Equitable Advisors in 2023, he served with the California Highway Patrol for 14 years. 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 uses a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on clients’ goals, risk tolerance, and time horizon.

Michael Sendowski is a financial advisor with Equitable Advisors in Beverly Hills, CA, holding a Series 66 license and 38 years of industry experience. He has been with Equitable Advisors since 1999 and previously worked at Axa Advisors, LLC for 21 years. He holds a non-practicing CPA license and a non-practicing attorney license, and serves on the board of the Jewish Big Brothers Big Sisters Foundation for Camp Bob Waldorf. 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.

Valerio Chiarotti is a financial advisor with Equitable Advisors in Los Angeles, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Merrill, Bank of America, and Paulson Investment Company, LLC. Outside of his advisory work, he is the owner of Terrarossa LLC, a wine service company, and serves as CFO and board member of the Italian Heritage Culture Foundation, a nonprofit promoting Italian heritage. 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 a range of third-party managers. The firm employs a hybrid referral and implementation model and offers both advisory and brokerage channels to implement client recommendations.

Jay Oh is a financial advisor at Equitable Advisors in Los Angeles, CA, with 25 years of industry experience. He has been with Equitable Advisors since 2001 and previously worked at Axa Advisors, LLC for 19 years. Outside of his advisory role, he is involved in an unrelated fixed business activity. 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 as both an SEC-registered investment adviser and broker-dealer, utilizing LPL-sponsored programs and endorsed third-party management platforms in delivering advisory and brokerage solutions.

Emily Crouse is a financial advisor with Equitable Advisors in Los Angeles, holding a Series 66 designation and beginning her industry career in 2026. Prior to joining Equitable Advisors, she was involved in academic and community roles, including work with the Church of the Good Shepherd and participation in undergraduate journal and theater activities at Occidental College. Outside of finance, she has experience with entrepreneurial ventures such as Pressed and Flower. Equitable Advisors serves a wide range of clients, including individuals, 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 under a dual-registered model and works closely with program sponsors and endorsed third-party managers to provide advisory and brokerage solutions.

Scott Chen is a financial advisor with Equitable Advisors, holding a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors in 2024, he worked at Apple and the University of Southern California. 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 to implement client recommendations.

John Fahmy is a financial advisor at Equitable Advisors with three years of industry experience. He holds the Series 63 and Series 65 licenses and has worked previously at Farmers Financial Solutions, Apple Inc., and other firms. Outside of his advisory role, Fahmy is president of Fly Insurance Agency and creates licensed content from viral videos and photos of the Hermosa Beach fireworks explosion. 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 with both advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.

Carson Phillips is a financial advisor with Equitable Advisors in Los Angeles, holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining Equitable Advisors, he gained experience in various roles including positions at Western Governors University, GreenBear Industries Inc, and Media Dot Com. His background also includes several years in education at multiple schools. 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 through a dual-registered advisory and broker-dealer model.

Christopher Nesbitt is a financial advisor at Equitable Advisors based in Los Angeles, CA, holding a Series 66 license with one year of industry experience. Prior to joining Equitable Advisors, he was employed at Morgan Stanley and has business activity auditing expenses in the aerospace manufacturing sector for Northrop Grumman. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, and institutions, offering financial planning, broker-dealer services, insurance, and access to third-party asset management programs.

Taehee Lee is a financial advisor at Equitable Advisors in Los Angeles, CA, holding a Series 66 credential with 12 years of prior experience at Hanmi Bank. Lee joined Equitable Advisors in 2025. Equitable Advisors serves individual investors across wealth levels, 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 uses a hybrid referral and implementation model that combines advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.

Ehsan Safavi is a financial advisor at Equitable Advisors in Los Angeles, CA, holding a Series 66 designation with 19 years of industry experience. He has been with Equitable Advisors since 2007, including its predecessor, Axa Advisors, LLC, where he worked for 13 years. Safavi is also the owner and president of The Safavi Group, LLC and acts as a life settlement agent through The Ashar Group LLC. Equitable Advisors serves a diverse range of clients, including individuals, high-net-worth investors, retirement plans, corporate, charitable, and institutional entities. 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.

John Lefferts is a financial advisor with Equitable Advisors in Los Angeles, CA, holding Series 66 and Series 63 licenses and three years of industry experience. He previously worked at Alliantgroup, LP and StepStone Group. Outside of his advisory role, he serves as Board Member and President of the Southern California Chapter for the Episcopal School of Dallas Alumni Association. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, offering financial planning, brokerage, insurance, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and a broker-dealer and works extensively with program sponsors and third-party managers to deliver advisory and brokerage solutions.

Brian Sherwin is a financial advisor with Equitable Advisors in Los Angeles, holding a Series 66 credential and one year of industry experience. Prior to joining Equitable Advisors in 2025, he worked in the entertainment industry with companies such as Warner Bros. Entertainment, Sony Pictures Entertainment, Media Res Studios, Paramount Network, Paramount Television, and The Weinstein Company. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charitable organizations, and institutions. 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.

David Oganyan is a financial advisor with Equitable Advisors in Los Angeles, holding Series 63 and Series 65 credentials. He has been with Equitable Advisors since 2024 and has prior experience at HCR Wealth Advisors and operating Oganyan & Associates. Outside of finance, he has worked in the food service industry and has teaching experience at California State University - Northridge. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs through a dual-registered SEC investment adviser and broker-dealer model.

Thomas Lynch is a financial advisor with Equitable Advisors in Los Angeles, CA, holding a Series 66 license and five years of industry experience. His prior work includes roles at ClearEdge Partners LLC and RoseGrove Capital Management LLC. Lynch is also co-owner of Granite State Partners LLC, a music group business based in Manhattan Beach, CA. Equitable Advisors serves 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 through a dual-registered investment adviser and broker-dealer platform.

Clare Brodersen is a financial advisor at Equitable Advisors with two years of industry experience. She holds a Series 66 designation and has worked at Equitable Advisors since 2023. Her prior experience includes roles at Rover and various self-employed and educational positions. 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.

Felipe Campos is a financial advisor with Equitable Advisors in Los Angeles, holding a Series 66 designation. He began his career in the financial services industry in 2025, including a position at Northwestern Mutual. Prior to that, he spent ten years at Colegio Santo Agostinho Nova Lima. Equitable Advisors serves a diverse client base including individuals, high-net-worth investors, retirement plans, and institutions, offering financial planning, broker-dealer services, and access to third-party asset management programs. The firm operates as a dual-registered investment adviser and broker-dealer and utilizes LPL-sponsored programs and endorsed TAMPs to deliver advisory and brokerage solutions.

Jason Luan is a financial advisor with Equitable Advisors in Los Angeles, CA, holding a Series 66 designation and 15 years of industry experience. He has been with Equitable Advisors since 2010 and previously worked at Axa Advisors, LLC. Outside of his advisory work, he serves as a board member for a condominium homeowners association in Idaho. 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 third-party programs. The firm uses a hybrid referral and implementation model and provides both advisory and brokerage channels to implement client recommendations.

Patrick Chance is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with Equitable Advisors and its predecessor AXA Advisors since 1999. Outside of his advisory role, he operates a healthcare business under the name Patrick Chance and Associates and serves as a trustee and executor of personal trusts. 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 uses a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals and risk tolerance.

Phillip Fiore is a financial advisor with Equitable Advisors in Los Angeles, California, holding Series 65 and Series 63 licenses and bringing 12 years of industry experience. He has been with Equitable Advisors since 2014, including six years previously with Axa Advisors LLC. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charitable organizations, and institutions. 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.

Ruri Im is a financial advisor with Equitable Advisors in Los Angeles, CA, holding Series 65 and Series 63 licenses and five years of industry experience. Prior to joining Equitable Advisors in 2021, Ruri worked at First Center Equity from 2015 to 2020. 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.

Darion Allen is a financial advisor with Equitable Advisors in Los Angeles, holding a Series 66 credential. He has approximately one year of industry experience and has held roles outside finance, including work with the National Football League and educational organizations such as Connect with Kids Network Inc. and Loyola Marymount University’s School of Film & TV. 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 works extensively through program sponsors and third-party managers, providing both advisory and brokerage solutions.

Jerrold Smith is a financial advisor with Equitable Advisors in Los Angeles, CA, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, since 1999. Smith serves as an uncompensated successor trustee and executor for an immediate family 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 a wide range of third-party asset managers. The firm operates a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.

Yongsoo Park is a financial advisor with Equitable Advisors in Los Angeles, CA, holding Series 63 and Series 65 licenses and 28 years of industry experience. He has been with Equitable Advisors since 2001, including its predecessor Axa Advisors, LLC. Park serves as a board member of the Korean Institute of Southern California, a nonprofit organization. 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.

Cameron Chapman is a financial advisor with Equitable Advisors in Los Angeles, CA, holding a Series 66 credential and 23 years of industry experience. He has been with Equitable Advisors since 2003 and previously worked at Axa Advisors, LLC. He serves as a Successor Trustee for his immediate family. 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 through a combination of advisory and brokerage solutions, emphasizing partnerships with LPL Financial and other program sponsors.

Victor Hernandez is a financial advisor with Equitable Advisors in Los Angeles, holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining Equitable Advisors, he worked in the hospitality industry, including a current role as a server assistant at Shutters On the Beach. 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 third-party programs. The firm employs a hybrid referral and implementation model and offers both advisory and brokerage channels to meet client needs.

Daniel Greenfield is a Series 66-licensed financial advisor at Equitable Advisors in Los Angeles, CA, with six years of industry experience. His prior roles include positions at AXA Advisors, Welk Resorts, Chucks Valet, and the Daniel Hoff Agency, along with studies at the University of California Davis. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charitable organizations, and institutions. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating under a dual SEC-registered investment adviser and broker-dealer structure.

Samuel Frombgen is a financial advisor with Equitable Advisors in Los Angeles, CA. He holds a Series 66 designation and has been with Equitable Advisors since 2026. His prior experience includes various educational and community roles, including positions at Griffith University, the Jewish Community Center of San Francisco, and Skidmore College. 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, working extensively with program sponsors and third-party managers to deliver advisory and brokerage solutions.

Alyson Bruno is a financial advisor with Equitable Advisors in Los Angeles, CA, holding a Series 66 designation and currently in her first year in the industry. Her background includes diverse roles across multiple businesses, including involvement with Los Feliz Villas, Yoga Vibe, and Verdugo Bar. Equitable Advisors serves a wide range of clients, including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, offering financial planning and brokerage services along with third-party asset management programs. The firm operates primarily through LPL-sponsored programs and endorsed TAMPs, providing both discretionary and non-discretionary advisory solutions.

Owen King is a financial advisor with Equitable Advisors in Los Angeles, CA, holding a Series 66 designation and two years of industry experience. Prior to joining Equitable Advisors in 2023, he worked at several golf clubs including The Olympic Club and Hagadone Hospitality Co. Outside of his advisory role, he works as a golf caddie with Premier Caddie. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, and institutions, offering financial planning, brokerage, insurance, and access to third-party asset management programs through a dual-registered model as an SEC-registered investment adviser and broker-dealer.

Wynston Mackie is a financial advisor with Equitable Advisors in Los Angeles, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at KINECTA Federal Credit Union, LPL Financial, Bank of America, Merrill, AXA Equitable, and AXA Advisors. Outside of advisory work, he is involved in outside fixed insurance activities. Equitable Advisors serves a diverse client base that includes individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, providing financial planning, brokerage, insurance distribution, and access to third-party asset management programs. The firm operates primarily through program sponsors and endorsed third-party managers, offering both discretionary and non-discretionary advisory services.

Kyuhyun Shin is a financial advisor with Equitable Advisors in Los Angeles, CA, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has been with Equitable Advisors since 2005, including its predecessor Axa Advisors, LLC. Outside of advising, he serves as treasurer for Union West Insurance Services, Inc., an entity related to his outside business activities. Equitable Advisors provides financial planning, retirement-plan support, and asset management services to individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm employs a hybrid referral and implementation model, offering advisory and brokerage channels through LPL programs and third-party asset managers.

Lusha Liu is a financial advisor with Equitable Advisors in San Marino, CA, holding a Series 66 designation and 13 years of industry experience. She has been with Equitable Advisors since 2012 and previously worked with AXA Advisors during the same period. Liu is also involved in outside fixed insurance activities. 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 channels to tailor services based on client goals and risk tolerance.

Matthew Patterson is a financial advisor with Equitable Advisors in Los Angeles, CA, holding a Series 66 designation and six years of industry experience. His career includes roles at Equitable Advisors since 2020, as well as prior positions at the University of Oregon, True Blue Partners, LLC, GKM Public Accountants, and Labrador Capital. 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 through multiple program sponsors and endorsed third-party managers.