Anne Briggs is a financial advisor at Equitable Advisors with 30 years of industry experience. She has held positions at Equitable Advisors since 1999 and previously worked at AXA Advisors, LLC. Her credentials include Series 63 and Series 65 licenses. Outside of her advisory role, she has activities involving various outside insurance companies. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients by providing financial planning, retirement plan consulting, and asset-management programs. The firm’s approach includes matching clients to program models or discretionary managers, utilizing both proprietary and third-party solutions through a network of Investment Adviser Representatives.

Conor Naughton is a financial advisor with Equitable Advisors in San Francisco, holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining Equitable Advisors, he worked in various roles including positions at Ace Parking, Propark Inc, and Jeff Duerson Staffing, as well as experience in education at San Francisco State University, El Toro High School, and Serrano Middle School. Outside of his advisory work, he has been involved with a pet grooming business. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement consulting, and asset management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party solutions.

Giuseppe Benedetti is a financial advisor at Equitable Advisors with one year of industry experience. He holds a Series 66 designation and has prior work experience that includes roles at Santa Clara University and Starting Line Up. Equitable Advisors serves individuals across a range of wealth levels, pension plans, corporations, and nonprofits by providing financial planning, retirement consulting, and various asset management programs. The firm’s approach involves assessing client information and risk tolerance to align them with appropriate advisory models, utilizing both proprietary and third-party investment solutions.

Collin Kahal is a financial advisor at Equitable Advisors with four years of industry experience. He holds the Series 66 designation and has previously worked at Washington University - St. Louis and in sports training roles. Outside of his advisory work, he serves as an assistant baseball coach in Orinda, California. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension plans, corporations, and charitable organizations. The firm uses a variety of advisory models and third-party asset managers to deliver tailored investment solutions.

Ana De Loizaga is a financial advisor with Equitable Advisors in San Francisco, holding a Series 66 designation and beginning her advisory career in 2025. Prior to joining Equitable Advisors, she has held positions at Target and Blenders in the Grass, and is currently involved with Deja and Company Exquisite Jewels as a sales professional. She has also worked in educational roles at the University of California, Santa Barbara, and the American School of Madrid. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients by offering financial planning, retirement plan consulting, and asset-management programs. The firm delivers its services through a network of Investment Adviser Representatives and employs a range of third-party advisory programs and fiduciary services.

Ricardo Medrano Narvaez is a financial advisor at Equitable Advisors with six years of industry experience and a Series 66 designation. He has been with Equitable Advisors since 2020 and previously worked briefly at AXA-Advisors, LLC. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives, often utilizing third-party asset managers and advisory programs.

Michael Bartolozzi is a financial advisor at Equitable Advisors with two years of industry experience. He holds the Series 66 designation and has prior work experience with La Crema Winery, Moss Adams, and United Parcel Service. Outside of advising, he is involved as a beverage server and estate host at La Crema Winery. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients by offering financial planning, retirement plan consulting, and various asset-management programs. The firm’s advisory approach includes matching clients to program models or discretionary managers, utilizing third-party asset managers and LPL-sponsored programs.

Allan Dong is a financial advisor at Equitable Advisors with 20 years of industry experience. He holds a Series 66 designation and has worked at Equitable Advisors since 2006, with prior roles at Axa Advisors and Ameriprise. Outside of his advisory work, he owns a business that exports machinery and parts internationally. Equitable Advisors serves individual clients—including both non-high-net-worth and high-net-worth individuals—as well as 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 and uses a combination of third-party asset managers and proprietary programs to tailor investment solutions.

Lucas Sam 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, Allstate Insurance, and Alliance Residential Company. He is an owner and investor in several business entities, including Park & Sam LLC and Farese & Sam Partners LLC. Equitable Advisors serves a diverse client base ranging from individuals to institutional clients, providing financial planning, retirement plan consulting, and asset management programs through a broad network of Investment Adviser Representatives. The firm utilizes both proprietary and third-party investment programs and maintains a focus on matching clients to appropriate advisory models and discretionary managers.

Samuel Chavez is a financial advisor at Equitable Advisors in San Francisco, CA. He holds the Series 63 and Series 65 licenses and has been with Equitable Advisors since 2026. Prior to his advisory role, his work experience includes positions at several companies across diverse industries, including Dumpling Time Berkeley and Frank's Engineering Clinic. Equitable Advisors serves 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 and third-party asset managers.

Leo Jacobo 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 PriceWaterhouseCoopers LLC and SmartBiz. In addition to advising, he is a graduate school professor at the Wharton School of the University of Pennsylvania and is the owner and head coach of ScholarAthLead.com. Equitable Advisors serves a broad client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and various asset management programs delivered through a network of Investment Adviser Representatives.

Robert Winder is a financial advisor at Equitable Advisors with a Series 66 credential and three years of industry experience. Prior to his advisory role, he worked at Heroes Bar and Grill and B&K Painting. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party investment solutions.

Austin Todd is a financial advisor with Equitable Advisors in San Francisco, holding a Series 66 designation and three years of industry experience. His background includes four years at California State University and six years at Berryessa Watersports prior to joining Equitable Advisors. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by providing financial planning, retirement plan consulting, and asset-management programs. The firm utilizes a range of third-party advisory models and offers services through a network of Investment Adviser Representatives, focusing on risk assessment and tailored investment solutions.

John Goldsmith is a financial advisor at Equitable Advisors with 29 years of industry experience. He holds a Series 63 designation and has worked previously at LPL Financial, Wells Fargo Clearing, and A. G. Edwards & Sons, Inc. Goldsmith operates a separate accounting business under John L. Goldsmith LLC in Ukiah, CA. Equitable Advisors serves a broad client base including individuals, institutions, and charitable organizations, offering financial planning, retirement plan consulting, and diverse asset-management programs through a network of Investment Adviser Representatives and third-party asset managers.

George Chammas is a Series 66-licensed financial advisor with Equitable Advisors in San Francisco, CA, where he has worked since 2005. He has 20 years of industry experience and previously was affiliated with Axa Advisors, LLC. Outside of advising, he serves as an investor and board member for Lawmatics and holds a trustee position for a family member. Equitable Advisors provides financial planning, retirement consulting, and asset-management services to individuals, pension plans, corporations, and charitable organizations. The firm utilizes a variety of advisory programs and third-party asset managers to tailor investment solutions across mutual funds, ETFs, separately managed accounts, and select alternative investments.

Aidan Case is a financial advisor at Equitable Advisors with a Series 66 credential and one year of industry experience. His work history includes roles at Equitable Advisors and prior employment at Concordia University Irvine, Abercrombie & Fitch, and The Novel Tech. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients by providing financial planning, retirement plan consulting, and asset-management programs. The firm utilizes a variety of advisory models and third-party asset managers to tailor investment solutions across mutual funds, ETFs, separately managed accounts, and select alternative investments.

Willem Kruse is a financial advisor with Equitable Advisors in San Francisco, holding a Series 66 designation and five years of industry experience. His prior professional background includes roles at TriNet, California's Great America, and as an instructor at Chapman University School of Business and Economics. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management programs to a diverse client base, including individuals, pension plans, corporations, and charitable organizations. The firm delivers services through a network of Investment Adviser Representatives, utilizing both proprietary and third-party investment models and advisory programs.

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 roles at Ernst & Young LLP and Novogradac and Company LLP. Equitable Advisors serves a broad client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset-management programs. The firm uses a range of advisory models often implemented through third-party managers and emphasizes customized matching of client needs to investment solutions.

Luke Parness is a Series 66-licensed financial advisor with Equitable Advisors in San Francisco, CA. His work history includes roles at E-WS.AI, CalX Institute, and Srubs Cafe, among others. Equitable Advisors serves a broad 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 utilizes a network of Investment Adviser Representatives and third-party program sponsors to offer diverse investment solutions.

Dillon Horner is a financial advisor at Equitable Advisors with one year of industry experience. He holds the Series 66 designation and previously worked at the University of Oregon Student Rec Center and Spangler's Market. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients by providing financial planning, retirement plan consulting, and a variety of asset-management programs. The firm delivers services through a network of Investment Adviser Representatives and relies on third-party program sponsors and advisory platforms for most model delivery and wrap-style solutions.