Susan Vidalon Suzuki is a Series 66 licensed financial advisor with eight years of industry experience, currently serving at Equitable Advisors since 2018. Her prior work includes roles at AXA Advisors, Pandora Media Inc., and Santa Clara University. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to a diverse client base including individuals, pension plans, corporations, and charitable organizations. The firm offers a range of investment solutions through a network of Investment Adviser Representatives, utilizing both third-party program sponsors and proprietary resources.

Joseph Theam is a financial advisor with Equitable Advisors in Oakland, CA, holding Series 63 and Series 66 designations and 12 years of industry experience. He has been with Equitable Advisors since 2014 and previously worked with AXA-Advisors, LLC for six years during the same period. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management programs. The firm delivers its services through a network of Investment Adviser Representatives and utilizes third-party asset managers and advisory programs alongside its own offerings.