John Mckinnon is a CFP® professional with 36 years of industry experience, currently serving at Equitable Advisors since 2024. His prior roles include positions at Lincoln Financial Advisors Corporation, LPL Financial, and Wells Fargo Investments. He is also an independent insurance agent. Equitable Advisors serves a wide range of clients, including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives. The firm uses various advisory models, often delivered via third-party managers and programs, and offers ERISA fiduciary services for qualified plans.

Patrick Enriquez is a financial advisor with Equitable Advisors in Newport Beach, CA, holding a Series 66 designation and 26 years of industry experience. His prior work includes roles at Wells Fargo Advisors and Morgan Stanley. He also owns Enriquez Capital, an investment-related business, and serves as a trustee for its 401(k) plan. Equitable Advisors serves individual clients, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives and third-party managers. The firm employs a range of advisory models and focuses on matching clients to appropriate investment programs without sponsoring its own wrap fee program.