Daniel Beck is a financial advisor with Equitable Advisors in San Francisco, holding Series 65 and Series 66 credentials and 13 years of industry experience. He has been with Equitable Advisors since 2016 and previously worked at Axa-Advisors. Outside of his advisory role, he is a member of ProVisors, serves as a trustee and financial power of attorney for family trusts, and has taken standup comedy classes. 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. The firm operates through a combination of advisory and brokerage solutions with a focus on LPL-sponsored programs and endorsed third-party managers.

Lisa Petz is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, she has worked in the hospitality industry as a restaurant server at McCormick & Kuleto's since 2022. 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, providing both advisory and brokerage/insurance channels tailored to clients’ goals and risk tolerance.

Bernhard Christianson is a financial advisor at Equitable Advisors with Series 66 credentials and one year of industry experience. Prior to joining Equitable Advisors, he spent five years at the University of Notre Dame and four years at Saints Peter and Paul High School. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating through multiple program sponsors and endorsed third-party managers.

Brandon Nakamura is a financial advisor with Equitable Advisors in San Francisco, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Axa-Advisors, Bank of America, and the Golden State Warriors. He is also the sole proprietor of his own business and serves as successor trustee of his parents' trust. Equitable Advisors serves a broad range of clients, including individuals, high-net-worth investors, retirement plans, 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 various program sponsors and endorsed third-party managers to deliver advisory and brokerage solutions.

Ethan Elmore is a financial advisor at Equitable Advisors in San Francisco, CA, holding a Series 66 designation with five years of industry experience. His prior work includes roles at AXA Advisors, Welks Resorts, the University of California Davis, and the Oregon Shakespeare Festival. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions. The firm offers 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.

Christopher Conklin Moore is a financial advisor at Equitable Advisors with two years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities. He serves as Vice President of the Baywood Terrace HOA in San Rafael, CA. Equitable Advisors serves a diverse client base that includes individuals, high-net-worth clients, retirement plans, and institutional investors. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating largely through LPL-sponsored platforms and endorsed third-party managers.

Nicolas Perez is a financial advisor at Equitable Advisors with one year of industry experience. He holds the Series 66 designation and has worked at Equitable Advisors since 2025. His prior experience includes roles at Hoamsy and Green Power Network, and he is a graduate of UC Berkeley. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, and institutional clients, 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 LPL-sponsored programs and third-party managers to deliver advisory and brokerage solutions.

Rex Moar is a financial advisor with Equitable Advisors in San Francisco, holding Series 63 and Series 65 licenses and 20 years of industry experience. His prior roles include positions at Money Concepts Capital Corp. and a period of retirement. He serves as a trustee of an irrevocable trust for his family. 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 advisory services based on client goals and risk tolerance.

Thomas Barber is a financial advisor at Equitable Advisors in San Francisco, holding a Series 66 designation with one year of industry experience. Prior to his current role, Barber's background includes a variety of positions in hospitality and small business operations. He is also involved with Bidwell Park Golf Course. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporate, charitable, and institutional clients, 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 broker-dealer, utilizing LPL-sponsored programs and endorsed third-party managers to deliver advisory and brokerage solutions.

Sean Prior is a financial advisor at Equitable Advisors with three years of industry experience. He held previous roles at LPL Financial and Barleymash. Equitable Advisors serves a wide range of clients, including individuals, high-net-worth investors, retirement plans, 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, employing various program sponsors and endorsed third-party managers to deliver advisory and brokerage solutions.

Kurtis Louie is a financial advisor with Equitable Advisors in San Francisco, holding a Series 66 designation. He has been in the financial industry since 2025, with prior experience at LPL Financial and Right Side Up. Before entering the financial sector, he worked in the technology industry at companies including SnapLogic, Lumigo, Redis, United Imaging Healthcare, and BlackBerry. 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 and offers both advisory and brokerage/insurance services.

Hayden Wellbeloved is a financial advisor at Equitable Advisors with a Series 66 credential and one year of industry experience. Prior to joining Equitable Advisors in 2026, Hayden held roles in marketing, media, and hospitality, including positions at NBC Sports Bay Area and China Live. 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 as both an SEC-registered investment adviser and a broker-dealer, working with a variety of program sponsors and managers to provide advisory and brokerage solutions.

Marc Mcintosh is a financial advisor with Equitable Advisors in San Francisco, CA. He holds the Series 66 designation and began his advisory career in 2026. Prior to joining Equitable Advisors, his work experience includes roles in education and various other fields. 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 that combines advisory and brokerage services tailored to client goals and risk tolerance.

Nathan Cobert is a financial advisor at Equitable Advisors with 36 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, LLC, since 1999. Outside of his advisory work, he serves as a board member and officer of the Rotary Club of Terra Linda Foundation. 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 tailor services based on client goals, risk tolerance, and time horizon.