Giuseppe Benedetti is a financial advisor at Equitable Advisors with one year of industry experience. He holds a Series 66 designation and has previously worked at Santa Clara University and Starting Line Up. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients by 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 a broker-dealer, working extensively with program sponsors and third-party managers to deliver advisory and brokerage solutions.

Collin Kahal is a financial advisor with Equitable Advisors in San Francisco, holding a Series 66 designation and four years of industry experience. Prior to joining Equitable Advisors in 2022, he worked at Washington University in St. Louis and has a background that includes roles in sports training and coaching. He serves as an assistant baseball coach for Miramonte Baseball in Orinda, CA. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party managers. The firm operates a hybrid referral and implementation model, combining advisory and brokerage/insurance channels to deliver tailored client solutions.

Ana De Loizaga is a financial advisor with Equitable Advisors holding a Series 66 designation and beginning her industry career in 2025. Prior to joining Equitable Advisors, she worked at Target and Blenders in the Grass, and she owns a sales role at Deja and Company Exquisite Jewels since 2021. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients by providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates through a variety of program sponsors and third-party managers, focusing on both discretionary and non-discretionary asset management.

Ricardo Medrano Narvaez is a financial advisor with Equitable Advisors in San Jose, California, holding a Series 66 designation and six years of industry experience. His prior work includes roles at AXA-Advisors, LLC and California Polytechnic 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, offering both advisory and brokerage/insurance services tailored to clients’ goals, risk tolerance, and time horizon.

Michael Bartolozzi is a financial advisor with Equitable Advisors in San Francisco, holding a Series 66 designation and two years of industry experience. His prior work includes roles at La Crema Winery and Moss Adams. Outside of advising, he is involved as a beverage server and estate host at La Crema Winery. Equitable Advisors serves a diverse client base including individuals, high-net-worth, retirement plans, corporate, charitable, and institutional clients, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates primarily through program sponsors and third-party managers, providing both discretionary and non-discretionary advisory solutions.

Allan Dong is a financial advisor with Equitable Advisors in San Francisco, holding a Series 66 designation and 19 years of industry experience. He has been with Equitable Advisors since 2006 and was previously affiliated with Axa Advisors, LLC. Outside of his advisory role, he owns and operates a business exporting machinery and parts internationally. 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 managers and LPL programs. The firm employs a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.

Lucas Sam is a financial advisor with Equitable Advisors in San Francisco, holding a Series 66 designation and six years of industry experience. He has worked with Equitable Advisors since 2019 and has prior experience at AXA-Advisors, Allstate Insurance, and Alliance Residential Company. Sam is also involved in several business ventures, including ownership and controller roles in multiple LLCs. Equitable Advisors serves a broad range of clients, including individuals, high-net-worth clients, retirement plans, and institutions, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates through LPL-sponsored programs and third-party managers, offering both advisory and brokerage solutions with a significant portion of assets managed on a non-discretionary basis.

Samuel Chavez is a financial advisor at Equitable Advisors in San Francisco, CA, holding Series 65 and Series 63 licenses. He joined Equitable Advisors in 2026 and has prior work experience in various roles including at Dumpling Time Berkeley and Frank's Engineering Clinic. 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 through a dual registration as an SEC-registered investment adviser and broker-dealer.

Leo Jacobo is a financial advisor with Equitable Advisors in San Francisco, holding a Series 66 designation and one year of industry experience. He has prior experience at PriceWaterhouseCoopers LLC and ApplePie Capital, and he serves as a graduate school professor at the Wharton School of the University of Pennsylvania. Additionally, he is the owner and head coach of ScholarAthLead.com. 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 uses a client intake process to tailor written financial plans and offers advisory services through a hybrid referral and implementation model.

Robert Winder is a financial advisor at Equitable Advisors with three years of industry experience. He holds a Series 66 designation and has worked at Equitable Advisors since 2022. Prior to his financial advisory career, he was involved in the hospitality and painting industries and attended California State University Chico. 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 various third-party asset managers. The firm operates a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to implement client recommendations.

Austin Todd is a financial advisor with Equitable Advisors, holding a Series 66 designation and two years of industry experience. Prior to joining Equitable Advisors, he attended California State University and was involved with Berryessa Watersports. 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 combines advisory and brokerage channels to deliver tailored financial solutions.

George Chammas is a financial advisor with Equitable Advisors in San Francisco, holding a Series 66 designation and 20 years of industry experience. He has been with Equitable Advisors since 2005 and previously worked at Axa Advisors for 15 years. Outside of his advisory role, he serves as an investor and board member for Lawmatics San Diego and acts as a trustee for an immediate family member. 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 deliver tailored services based on client goals, risk tolerance, and time horizon.

Aidan Case is a financial advisor with Equitable Advisors in San Francisco, holding a Series 66 designation and beginning his industry experience in 2026. Prior to joining Equitable Advisors, he worked at Concordia University Irvine and Abercrombie & Fitch. Equitable Advisors serves a diverse range of clients including individuals, high-net-worth individuals, retirement plans, corporate, charitable, and institutional clients. The firm provides financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs through a dual registration as an SEC-registered investment adviser and broker-dealer.

Chase Green is a financial advisor with Equitable Advisors, holding a Series 66 designation and based in San Francisco, CA. Green joined Equitable Advisors in 2026 and has prior experience working at the Office of Markus DeJesus within the same firm. Before entering the financial industry, Green held various roles including positions at Berevino Italian Pub and Pasta Primavera. He completed his education at Arizona State University. 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, operating through multiple advisory and brokerage solutions with a significant focus on LPL-sponsored programs.

Willem Kruse is a financial advisor with Equitable Advisors in San Francisco, holding a Series 66 designation and five years of industry experience. His previous work includes roles at TriNet and California's Great America, as well as a four-year period at Chapman University School of Business and Economics. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm is dual-registered as an SEC investment adviser and broker-dealer and works extensively through program sponsors and third-party managers.

Ryan Ta is a financial advisor with Equitable Advisors in San Francisco, holding a Series 66 designation and two years of industry experience. His prior work includes positions at Ernst & Young LLP and Novogradac and Company LLP. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charities, 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 broker-dealer, utilizing a delivery model that incorporates LPL-sponsored programs and various endorsed third-party asset managers.

Dillon Horner is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, he worked at the University of Oregon Student Rec Center and Spangler's Market. 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 utilizes a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on clients’ goals, risk tolerance, and time horizon.

Julian Beal is a financial advisor with Equitable Advisors in San Francisco, holding a Series 66 designation and nine years of industry experience. He has worked at Equitable Advisors since 2018 and was previously affiliated with Axa-Advisors and Waddell & Reed. His other business activities include involvement with Anthem Blue-Cross. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm is dual-registered as an SEC-registered investment adviser and broker-dealer and utilizes LPL-sponsored programs and endorsed TAMPs to provide advisory and brokerage solutions.

Gianni Farese is a financial advisor at Equitable Advisors with six years of industry experience and holds a Series 66 designation. He has worked at Equitable Advisors since 2019 and previously at Axa Advisors. In addition to his advisory role, he is a Certified Divorce Financial Analyst, assisting clients and their attorneys with the financial implications of divorce. 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.

Markus De Jesus is a financial advisor at Equitable Advisors with 10 years of industry experience. He holds the Series 66 designation and has been with Equitable Advisors since 2016, previously working at AXA-ADVISORS, LLC. He serves as a board member and vice president of membership for a local organization, contributing approximately five hours per month without compensation. Equitable Advisors provides financial planning, retirement plan support, and asset management access to individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm employs a hybrid referral and implementation model, utilizing third-party asset managers and LPL programs to tailor investment strategies to client goals and risk tolerance.