Peter Dobrus is a financial advisor with Equitable Advisors in San Francisco, CA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Equitable Advisors since 1999, including time when the firm operated as Axa Advisors, LLC. His other business activities include involvement with various outside insurance companies. 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.

Brendan McGrath is a financial advisor with Equitable Advisors in San Mateo, CA, holding Series 63 and Series 65 credentials and bringing 12 years of industry experience. He has worked at Equitable Advisors since 2013 and was previously affiliated with AXA-Advisors, LLC. Outside of his advisory role, he is involved as a managing member of Affordable Luxury Rentals - ABC, 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 to implement client recommendations.

Brett Villaume is a financial advisor at Equitable Advisors with 18 years of industry experience. He holds Series 63, 65, and 66 licenses and has previously worked at Dogpatch Wealth, Pacific Premier Bancorp, and Opus Bank. Villaume serves as an adjunct professor at Golden Gate University and is secretary of the Technical Analysis Educational Foundation, a nonprofit educational advocacy group. He is also treasurer of the Dogpatch Neighborhood Association. 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 managers and LPL programs. 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.

Christopher Lee is a financial advisor at Equitable Advisors with one year of industry experience. He holds the Series 66 designation and previously worked in various roles at companies including Uber Eats, Amazon, and DoorDash. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, 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 through a combination of advisory and brokerage solutions with a focus on LPL-sponsored programs and endorsed TAMPs.

Sidney Sall is a Series 65-licensed financial advisor with Equitable Advisors in San Francisco, CA, where he has worked since 1999. He has 52 years of industry experience, including over two decades at Axa Advisors. Outside of his advisory work, he is involved in community activities such as participating in annual fundraisers for Lifehouse Agency, which supports individuals with developmental disabilities, and contributing to long-term charitable planning as a member of the Planned Giving Community at Temple Rodef Shalom. Equitable Advisors serves a broad range of clients including individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm offers financial planning, retirement-plan support, and access to asset management through multiple third-party platforms, operating a hybrid advisory and brokerage model that emphasizes tailored client strategies and multiple program offerings.

Anthony Arch III is a financial advisor at Equitable Advisors with 40 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Equitable Advisors since 1999, following a tenure at Axa Advisors. Outside of his advisory role, he is involved as a landlord through a third party in Santa Clara, CA. 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 advisory and brokerage channels tailored to clients’ goals, risk tolerance, and time horizon.

Coleman Clemons is a financial advisor with Equitable Advisors based in San Francisco, CA. He holds the Series 66 designation and has one year of industry experience. Prior to joining Equitable Advisors, his work history includes roles in automotive sales and retail. 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, working extensively with LPL-sponsored programs and third-party managers.

Kristopher Ho is a financial advisor at Equitable Advisors with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Equitable Advisors since 2017, including time at AXA-Advisors. He serves as a board member of the Wah Mei School in San Francisco. 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 various program sponsors and third-party managers, maintaining a significant portion of its assets under non-discretionary management.

Cicely Jones is a financial advisor at Equitable Advisors with 10 years of industry experience. She holds a Series 66 designation and has worked at Equitable Advisors since 2016, including time with its predecessor, Axa-Advisors. Jones is an author who self-publishes a book on financial planning for young couples and contributes compliance-approved financial planning articles to Forbes.com. 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 utilizes LPL-sponsored programs and endorsed TAMPs to deliver advisory and brokerage solutions.

Dylan Holborn Welsh is a financial advisor at Equitable Advisors with seven years of industry experience. He holds a Series 66 designation and has worked at Equitable Advisors since 2018. Prior to that, he completed financial training at Morgan Stanley and was affiliated with AXA-Advisors, LLC. 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 a broad roster of third-party asset managers. The firm operates a hybrid referral and implementation model, utilizing both advisory and brokerage channels to implement client recommendations.

Travis Engler is a financial advisor with Equitable Advisors in San Francisco, holding a Series 66 designation and two years of industry experience. Prior to joining Equitable Advisors, he worked at Pet Food Express and Go Runner LLC, and spent five years at San Francisco State University. 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, combining advisory and brokerage services tailored to client goals, risk tolerance, and time horizon.

Ethan Burak is a financial advisor at Equitable Advisors with one year of industry experience. He holds a Series 66 designation and has worked at Equitable Advisors since 2024. Outside of finance, he has experience in the food and beverage industry, including roles as a server and bartender at The Cantina. 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 and risk tolerance.

Michael James is a financial advisor at Equitable Advisors with five years of industry experience. He holds a Series 66 designation and has worked previously at Bay Area News Group, Whole Foods Market, Saint Mary's College of California, and Amazon. 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 range of third-party asset managers. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to implement client recommendations.

Matthew Wang is a financial advisor with Equitable Advisors in San Francisco, holding a Series 66 credential and seven years of industry experience. His prior work includes roles at Axa Advisors and the Statefarm Maria Wang Agency, as well as operating involvement in the hospitality sector. He also has an ancillary activity related to health insurance with Kaiser. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, and institutions, providing financial planning, brokerage, insurance distribution, and access to third-party asset management programs through a dual-registered model.

Alexander Day is a financial advisor with Equitable Advisors in Pleasanton, CA, holding a Series 66 designation and one year of industry experience. He joined Equitable Advisors in 2024. 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.

Logan Sutter is a financial advisor with Equitable Advisors in San Francisco, holding a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors in 2025, he was involved with the Santa Barbara Premier Water Polo Club and attended the University of 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 operates a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to implement client recommendations.

Richard Patrick V is a financial advisor at Equitable Advisors with Series 63 and Series 65 credentials. He has been in the industry since 2025, with prior experience in a variety of roles including positions at Verdagy Inc and University of California-Santa Cruz. 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.

Ryan Okamoto is a financial advisor with Equitable Advisors in San Francisco, CA. He holds a Series 66 designation and has been with the firm since 2026. Prior to his current role, his work experience includes positions in retail and education sectors. 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.

Michael Damir is a financial advisor at Equitable Advisors in San Francisco, holding a Series 66 designation with one year of industry experience. His prior roles include work with Quandry Surf, LLC and the Wishing Star Foundation. Equitable Advisors serves a diverse range of clients, including individuals, high-net-worth individuals, retirement plans, corporations, charitable organizations, and institutions, 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 a broker-dealer, utilizing extensive program sponsor and third-party manager relationships.

Anne Briggs is a financial advisor with Equitable Advisors in San Francisco, CA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. She has been with Equitable Advisors and its predecessor, AXA Advisors, LLC, since 1999. Outside of her advisory role, she is involved with various outside insurance companies. Equitable Advisors serves individual investors across wealth levels, retirement plan sponsors and participants, corporations, and charitable organizations, 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, combining advisory and brokerage/insurance channels to tailor services based on client goals, risk tolerance, and time horizon.