Zachary Allums is a financial advisor at Equitable Advisors in San Diego, CA, holding a Series 66 designation with one year of industry experience. His prior work includes founding Allums Law, APC, and involvement with OC Paddlesports. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives and third-party providers.

Jeremy Alexander is a financial advisor with Equitable Advisors in San Diego, CA, holding Series 66 and Series 63 licenses and bringing 15 years of industry experience. He has spent much of his career at various iterations of Equitable Advisors and AXA Advisors since 2007. In addition to his financial services career, he is an active member of the California Bar and maintains a non-practicing law license. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management programs to individuals, pension and profit-sharing plans, corporations, nonprofit organizations, and other institutional clients. The firm utilizes both proprietary and third-party advisory models to tailor services according to client needs and risk tolerance.

Jamie Smith is a financial advisor with Equitable Advisors in San Diego, CA, holding a Series 66 designation and 23 years of industry experience. Jamie has been with Equitable Advisors since 2003, including its prior affiliation with Axa Advisors. Outside of advisory work, Jamie is involved in an outside fixed business. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients by providing financial planning, retirement plan consulting, and asset-management programs. The firm delivers services through a network of Investment Adviser Representatives and employs a range of advisory models, including third-party program sponsors and discretionary portfolio advisory within selected programs.

Luc Bretin is a financial advisor at Equitable Advisors in San Diego, CA, holding a Series 66 designation. He has no prior industry experience and has held multiple roles in educational and association settings before joining Equitable Advisors. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension plans, corporations, and charitable organizations. The firm delivers solutions through a network of Investment Adviser Representatives and offers a range of programs, including referrals to third-party asset managers and LPL-sponsored advisory options.

Andrew Chabot is a CFP® practitioner with 23 years of industry experience, currently with Equitable Advisors since 2024. His prior roles include positions at Securities America Advisors, Waddell & Reed, Rancho Wealth Management, LPL Financial, and CUSO Financial Services. 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. The firm emphasizes personalized advice through program models and third-party asset managers, providing a range of investment options and ERISA fiduciary services.

Dominic Mares Do is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors in 2025, he worked in education at Cal Poly-San Luis Obispo, Pasadena High School, and Singapore American School. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension plans, corporations, and charitable organizations. The firm uses a range of third-party advisory programs and emphasizes matching clients’ risk tolerance with appropriate investment models and managers.

Rufino Autus is a financial advisor with Equitable Advisors in San Diego, CA, holding Series 63 and Series 65 licenses and more than 30 years of industry experience. His previous roles include positions at E*Trade Securities, E*trade Capital Management, Citigroup Global Markets, and Centaurus Financial. He also serves as a trustee for his own family trust. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to a wide range of clients, including individuals, pension plans, corporations, and charitable organizations. The firm utilizes various advisory programs and third-party asset managers to tailor investment solutions, offering mutual funds, ETFs, separately managed accounts, and alternative investments.

Emily Nguyen is a financial advisor with Equitable Advisors holding a Series 66 designation. She joined the firm in 2026 and has experience working with the San Diego Registrar of Voters and San Diego State University in prior roles. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives and third-party asset managers.

Debra Patterson is a financial advisor with Equitable Advisors in San Diego, CA, holding Series 63 and Series 65 licenses and 39 years of industry experience. She has been with Equitable Advisors and its predecessor firm Axa Advisors since 1999. Patterson serves as a board member of the Copley-Price Family YMCA and is board member emeritus of the San Diego Humane Society. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management programs to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm works through a network of Investment Adviser Representatives offering various advisory models, including third-party asset managers and LPL-sponsored programs.

Brian Duckworth is a financial advisor with Equitable Advisors, holding a Series 66 designation and 17 years of industry experience. His prior roles include work at TIAA-CREF from 2016 to 2020 and earlier years at Equitable Advisors from 2009 to 2016. Outside of his advisory work, he serves as a trustee for both an immediate family trust and a personal living trust. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients, offering financial planning, retirement plan consulting, and various asset management programs through a network of Investment Adviser Representatives. The firm utilizes a range of advisory models and relies on third-party program sponsors and affiliated asset managers to deliver investment solutions.

Noelle Ohmann is a financial advisor with Equitable Advisors in San Diego, CA, holding the Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, she worked in various customer service roles including at The Cheesecake Factory, where she continues to work as a waitress alongside her advisory career. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset-management programs through a network of Investment Adviser Representatives and third-party asset managers.

Randle Schumacher is a financial advisor at Equitable Advisors with 23 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has previously worked at LPL Financial, AXA Advisors, and New England Securities. Outside of his advisory role, he serves as a trustee for various immediate family trusts. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm utilizes a range of advisory programs and third-party asset managers to tailor investment solutions based on clients’ risk tolerance and financial goals.

Brian Bickford is a financial advisor with Equitable Advisors in San Diego, CA, holding a Series 66 designation and 18 years of industry experience. He has been with Equitable Advisors since 2009, including its predecessor Axa Advisors, LLC. Outside of advising, he is a partner in Bickford Ltd., a separate business entity used for tax purposes. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management programs. The firm utilizes a variety of advisory models and third-party asset managers, providing services that include mutual funds, ETFs, separately managed accounts, and fiduciary services for qualified plans.

Leila Sharghi is a financial advisor with Equitable Advisors in San Diego, CA, holding Series 63 and Series 65 licenses and 35 years of industry experience. She has been with Equitable Advisors and its predecessor, AXA Advisors, LLC, since 1999. She serves as vice president on the board of directors for her homeowners association and acts as co-trustee for her immediate family. 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. The firm delivers its services through a network of Investment Adviser Representatives, utilizing both firm-offered and third-party advisory programs, with a focus on matching clients to appropriate investment models and discretionarily managed portfolios.

Douglas Karney is a financial advisor at Equitable Advisors with 31 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, LLC, since 1999. Karney holds the Series 63 and Series 65 licenses. He is also a trustee of a personal family trust shared with his spouse. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients, offering financial planning, retirement plan consulting, and various asset-management programs. The firm’s approach includes matching clients to program models or discretionary managers, often utilizing third-party asset managers and LPL-sponsored advisory programs.

Matthew Mcclure is a financial advisor with Equitable Advisors in San Diego, CA, holding a Series 66 designation and bringing 10 years of industry experience. Prior to his current role, he worked at Axa Advisors and was involved with La Jolla Beach & Tennis Club. Equitable Advisors serves a diverse client base, including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and various asset-management programs through a network of Investment Adviser Representatives and third-party asset managers. The firm emphasizes personalized risk assessment and employs a range of investment vehicles, including mutual funds, ETFs, separately managed accounts, and select alternative investments.

Nicholas Sanchez is a financial advisor with Equitable Advisors in San Diego, CA, holding a Series 66 designation and bringing 10 years of industry experience. He has worked at Equitable Advisors since 2015 and previously spent four years at My Lineage. Equitable Advisors serves a wide range of clients including individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers financial planning, retirement plan consulting, and various asset management programs delivered through a network of Investment Adviser Representatives and third-party asset managers.

Arman Ahranjani is a financial advisor with Equitable Advisors, holding a Series 66 designation and seven years of industry experience. His prior work includes roles at AXA Advisors, GoodeSelling, and Coastal Sports. Outside of advising, he is involved in rental property ownership. Equitable Advisors serves a broad client base including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and various asset-management programs delivered through a network of Investment Adviser Representatives and third-party managers.

Evan Nassar is a financial advisor at Equitable Advisors with four years of industry experience and holds the Series 66 designation. His career includes roles at Discoveryblock and DoorDash as well as concurrent involvement with the University of San Diego. Equitable Advisors serves a diverse client base including individuals across wealth levels, retirement plans, corporations, and nonprofit organizations, providing financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives and third-party program sponsors.

Noah Dutcher is a financial advisor at Equitable Advisors in San Diego, CA, holding a Series 66 designation with one year of industry experience. Prior to joining Equitable Advisors, he has held various roles in the restaurant and hospitality sectors. Outside of finance, he is involved with the San Diego Yacht Club. Equitable Advisors serves a wide range of clients, including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives and third-party advisory programs.

Ryan Perry is a financial advisor at Equitable Advisors in San Diego, CA, with 18 years of industry experience. He holds the Series 66 designation and has been with Equitable Advisors since 2007, previously associated with AXA Advisors, LLC. His outside business activities include involvement with an outside fixed business and serving as a trustee for an immediate family member. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm utilizes a network of Investment Adviser Representatives and offers a range of advisory programs that include both proprietary and third-party solutions.

Laurel Stanton is a financial advisor with Equitable Advisors, holding a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, she worked at Cascade Wealth Strategies and Springs Wealth Group. Equitable Advisors serves a diverse 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. The firm utilizes third-party advisory programs and provides ERISA fiduciary services to qualified plans.

Chad Hines is a financial advisor at Equitable Advisors with one year of industry experience. He holds a Series 66 designation and has held various roles including positions at Bestawan Pizza Cardiff and SunRun prior to joining Equitable Advisors. 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 through a network of Investment Adviser Representatives. The firm utilizes third-party program sponsors and offers a range of investment options including mutual funds, ETFs, and alternative investments, while providing ERISA fiduciary services to qualified plans.

Anya Loar is a Series 66-licensed financial advisor with Equitable Advisors in San Diego, CA, where she has worked since 2025. She has one year of industry experience and has previously held roles at The Neon Museum and Stella Moda Thrift, among others. Equitable Advisors serves a wide range of clients including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management through advisor-led and third-party programs.

Sean Lowry is a financial advisor at Equitable Advisors based in San Diego, CA. He holds a Series 66 designation and has been with Equitable Advisors since 2026. His prior work experience includes roles at Parspec, Eightfold, Domo, and positions in education at the University of California, Berkeley, Santa Barbara City College, and Redwood High School. 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 third-party asset managers to deliver personalized investment solutions across various products, including mutual funds, ETFs, separately managed accounts, and select alternative investments.

Wyatt Montague is a financial advisor with Equitable Advisors in San Diego, CA, holding a Series 66 designation and four years of industry experience. He has been with Equitable Advisors since 2021. 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 various asset-management programs through a broad network of Investment Adviser Representatives.

Richard Ratner is a CFP® professional with 20 years of industry experience, currently serving at Equitable Advisors since 2008. His prior work history includes roles at Axa Advisors, Banc of America Investment Services, and Ameriprise. 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 range of advisory programs delivered through a network of Investment Adviser Representatives, emphasizing tailored client assessments and the use of third-party asset managers.

Jonathan Cox is a financial advisor at Equitable Advisors in San Diego, CA, with 15 years of industry experience. He holds the Series 63 and Series 66 designations. Cox has been with Equitable Advisors and its predecessor, AxA Advisors, since 2011. Equitable Advisors serves individual clients across wealth levels, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives, utilizing both firm-offered and third-party advisory programs.

Michael Losse II is a financial advisor with Equitable Advisors in San Diego, CA, holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining Equitable Advisors, he held positions at Silvergate and has experience in various roles outside the financial industry, including teaching and retail. Equitable Advisors serves a broad client base ranging from individual investors to institutional clients, providing financial planning, retirement plan consulting, and asset management through a network of Investment Adviser Representatives. The firm utilizes a combination of proprietary and third-party advisory programs and offers a diverse range of investment options, including mutual funds, ETFs, separately managed accounts, and certain alternative investments.

Kenneth Andrews is a financial advisor with Equitable Advisors in San Diego, CA, holding a Series 66 designation and 11 years of industry experience. He has been with Equitable Advisors since 2014 and previously worked with Axa Advisors. In addition to his advisory role, he serves as a successor trustee for a family trust. Equitable Advisors serves a diverse client base, including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and various asset-management programs. The firm utilizes a range of advisory models and third-party asset managers to tailor investment solutions.

T Max Nyumah is a financial advisor with Equitable Advisors, holding a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, he has held various roles including mentorship with New Vision Urban Impact, where he mentors high school students. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives and third-party advisory programs.

James Frame is a financial advisor with Equitable Advisors in San Diego, CA, holding a Series 66 designation and three years of industry experience. Prior to joining Equitable Advisors, he worked in various roles including at Senior Care Entertainment Intl, LLC, and has been involved in developing musical interface applications and websites since 2013. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management programs to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm utilizes a range of advisory models and third-party asset managers to tailor investment solutions based on client risk tolerance and plan goals.

Justin Leano is a financial advisor with Equitable Advisors in San Diego, CA. He holds Series 63 and Series 65 credentials and has recently transitioned into the financial industry after five years of operating boba tea businesses. Prior to his current role, he worked at Equitable Advisors in various capacities since 2024. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives and third-party asset managers.

Matthew Jung is a financial advisor with Equitable Advisors in San Diego, CA, holding Series 66 and Series 63 licenses and having seven years of industry experience. Prior to joining Equitable Advisors, he worked at TD Ameritrade for eight years and Madison Avenue Securities. Outside of his advisory role, he serves as Treasurer for the North Park View HOA, overseeing building management finances. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations by providing financial planning, retirement consulting, and various asset management programs. The firm’s approach involves assessing client risk tolerance and matching them with program models or discretionary managers, utilizing both proprietary and third-party asset management platforms.

Aidan Stewart is a financial advisor with Equitable Advisors in San Diego, CA, holding Series 63 and Series 65 licenses. He has been with Equitable Advisors since 2026 and previously held roles at Broker's Choice of America, College for Financial Planning, and several educational institutions. Equitable Advisors serves a wide range of clients, including individuals, pension and profit-sharing 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 a model-based approach that incorporates both proprietary and third-party solutions, focusing on aligning client risk tolerance with appropriate investment strategies.

Joseph Sloan is a financial advisor with Equitable Advisors, holding a Series 66 designation. He has been with Equitable Advisors since 2026 and has prior experience as an independent contractor. Outside of advising, he is involved with the Gas Lamp Bartending School and El Pueblo Mexican Restaurant. Equitable Advisors serves individual clients across wealth levels, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement consulting, and asset management through a range of third-party programs and internal offerings, focusing on matching clients with appropriate investment models and discretionary managers.

Lucas Fischer is a financial advisor with Equitable Advisors in San Diego, CA. He holds the Series 66 designation and has been with Equitable Advisors since 2026. Prior to this, his work experience includes roles at San Diego State University and Dick's Sporting Goods. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives, utilizing third-party asset managers and multiple advisory platforms.