Gianni Farese is a financial advisor at Equitable Advisors with seven years of industry experience. He holds the Series 66 designation and previously worked at Axa Advisors, LLC. Farese is also a Certified Divorce Financial Analyst, assisting clients and their attorneys in understanding the financial implications of divorce-related decisions. Equitable Advisors serves a broad 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 delivered through a network of Investment Adviser Representatives, utilizing both proprietary and third-party investment models.

Markus De Jesus is a Series 66 licensed financial advisor with 10 years of industry experience, currently serving at Equitable Advisors since 2016. He previously worked at AXA Advisors from 2016 to 2020. Outside of his advisory role, he is a board member and Vice President of Membership for a nonprofit organization. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients by providing financial planning, retirement plan consulting, and various asset-management programs. The firm’s approach includes matching clients to advisory models and discretionary managers, utilizing both proprietary and third-party investment solutions.

Daniel Beck is a financial advisor with Equitable Advisors, holding Series 65 and Series 66 licenses and has 13 years of industry experience. He has worked at Equitable Advisors since 2016 and previously at Axa-Advisors and Beck Investment Partners, LLC. His outside activities include membership in ProVisors, trusteeship roles within his family, co-authoring a book, and taking standup comedy classes. Equitable Advisors serves a broad client base including individuals, retirement plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management through various programs and third-party advisory platforms.

Lisa Petz is a financial advisor with Equitable Advisors in San Francisco, CA, holding a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors in 2025, she worked as a restaurant server at McCormick & Kuleto's. Equitable Advisors provides financial planning, retirement plan consulting, and a variety of asset management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients through a network of Investment Adviser Representatives.

Bernhard Christianson is a financial advisor at Equitable Advisors in San Francisco, holding a Series 66 designation with one year of industry experience. His prior work experience includes roles at the University of Notre Dame and Saints Peter and Paul High School. 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, utilizing both proprietary and third-party investment solutions.

Brandon Nakamura is a financial advisor at Equitable Advisors with nine years of industry experience. He holds a Series 66 designation and has worked in roles at Equitable Advisors, Axa-Advisors, Bank of America, and in sports marketing. Outside of his advisory work, he operates a sole proprietorship and serves as successor trustee of his parents' trust. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management through various programs and third-party managers. The firm emphasizes matching clients to appropriate advisory models and provides services that include ERISA fiduciary support and a range of investment options.

Ethan Elmore is a financial advisor at Equitable Advisors with six years of industry experience. He holds the Series 66 designation and has previously worked at Axa Advisors, Welks Resorts, and the University of California Davis. He also has a background with the Oregon Shakespeare Festival. Equitable Advisors serves individual clients across a range of wealth levels, as well as pension plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management programs, utilizing both proprietary and third-party investment solutions.

Christopher Conklin Moore is a financial advisor at Equitable Advisors with two years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining Equitable Advisors, he worked at JPMorgan Chase Bank and J.P. Morgan Securities from 2023 to 2025. He serves as vice president of the Baywood Terrace HOA in San Rafael, California. 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 delivers advice through a network of Investment Adviser Representatives and utilizes a variety of third-party advisory programs and discretionary managers.

Nicolas Perez is a financial advisor at Equitable Advisors with one year of industry experience. He holds a Series 66 designation and has previously worked at Hoamsy and held various roles during his education at UC Berkeley. 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 using a network of Investment Adviser Representatives and third-party asset managers.

Rex Moar is a financial advisor at Equitable Advisors with 20 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Equitable Advisors, he worked at Money Concepts Capital Corp. and had a period of retirement. Outside of his advisory role, he serves as trustee of a family irrevocable trust and holds power of attorney for his parents. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, institutions, and charitable organizations. The firm utilizes a range of third-party asset managers and advisory programs, focusing on matching clients to appropriate investment models based on risk tolerance and plan information.

Sean Prior is a financial advisor at Equitable Advisors with three years of industry experience. He holds the Series 66 designation and previously worked at LPL Financial. Prior also has experience outside the financial sector, having worked at Barleymash and studied at San Diego State University. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients with financial planning, retirement plan consulting, and various asset-management programs. The firm uses a network of investment adviser representatives and third-party program sponsors to deliver its services, including proprietary and third-party investment solutions.

Kurtis Louie is a financial advisor with Equitable Advisors in San Francisco, holding a Series 66 designation and one year of industry experience. His prior work experience includes roles at LPL Financial, Right Side Up, and several technology companies such as SnapLogic and BlackBerry. Equitable Advisors serves a broad client base, including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management services through a network of Investment Adviser Representatives and third-party program sponsors.

Andrew Smilovici is a financial advisor at Equitable Advisors with four years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes roles at Empower Financial Services, J.P. Morgan Securities, and JPMorgan Chase Bank. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset-management programs. The firm utilizes a range of third-party model portfolios and discretionary managers, offering services across mutual funds, ETFs, separately managed accounts, and select alternative investments.

Hayden Wellbeloved is a financial advisor with Equitable Advisors in San Francisco, holding a Series 66 designation. He began his advisory role at Equitable Advisors in 2026 and has prior experience in media and marketing, including positions at NBC Sports Bay Area and Echo Marketing. Outside of finance, he has been involved with China Live, a hospitality business. 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, utilizing a network of Investment Adviser Representatives and third-party asset managers to deliver tailored investment solutions.

Marc Mcintosh is a financial advisor with Equitable Advisors in San Francisco, holding the Series 66 designation. He began his advisory career in 2026 and previously worked in various roles including positions in education and small business. Outside of finance, he has experience with several entrepreneurial and community-oriented activities. Equitable Advisors serves a broad client base ranging from individual investors to institutional clients, offering financial planning, retirement consulting, and asset management through a network of advisers. The firm utilizes a variety of advisory programs and focuses on aligning client risk profiles with appropriate investment models and managers.

Nathan Cobert is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and over 37 years of industry experience. He has worked with Equitable Advisors and its predecessor, AXA Advisors, LLC, since 1999. Cobert serves as a board member and officer of the Rotary Club of Terra Linda Foundation. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, charitable organizations, and institutional clients. The firm utilizes a variety of advisory models, including third-party TAMPs and LPL-sponsored programs, offering mutual funds, ETFs, separately managed accounts, and select alternative investments.