San Diego, CA La Jolla Village Dr. Office

Zachary Allums is a financial advisor with Equitable Advisors in San Diego, CA, holding a Series 66 designation and approximately one year of experience at the firm. Prior to joining Equitable Advisors, he worked at Allums Law, APC and was involved with OC Paddlesports. 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, tailoring services based on client goals, risk tolerance, and time horizon.

Jeremy Alexander is a financial advisor with Equitable Advisors in San Diego, CA, holding Series 63 and Series 66 licenses and 15 years of industry experience. He has been with Equitable Advisors and its predecessor firms since 2010 and is also a member of the California Bar, maintaining an active but non-practicing attorney license. 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 through a dual-registered model.

Jamie Smith is a financial advisor with Equitable Advisors in La Jolla, CA, holding a Series 66 designation and 22 years of industry experience. Jamie has been with Equitable Advisors since 2003 and previously worked at Axa Advisors. Equitable Advisors provides financial planning, retirement plan support, and access to asset management services for individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm utilizes a hybrid referral and implementation model that incorporates third-party asset managers and advisory programs tailored to clients' goals, risk tolerance, and time horizons.

Luc Bretin is a financial advisor at Equitable Advisors with a Series 66 designation and less than one year of industry experience. His prior work includes roles at Greystar and Wally and Buck LLC, as well as involvement with The University of Montana and other organizations. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charitable organizations, and institutions. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, relying heavily on LPL-sponsored programs and a variety of endorsed turnkey asset management platforms.

Andrew Chabot is a Certified Financial Planner (CFP®) with 23 years of experience in the financial services industry. He is currently an advisor at Equitable Advisors and has previously worked at firms including Securities America Advisors, Waddell & Reed, Rancho Wealth Management, and LPL Financial. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charitable organizations, and institutions. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, working extensively with program sponsors and third-party managers to provide advisory and brokerage solutions.

Dominic Mares Do is a financial advisor at Equitable Advisors with one year of industry experience. He holds a Series 66 designation and previously worked in education at Cal Poly, Pasadena High School, and Singapore American School. Equitable Advisors serves 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 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.

Rufino Autus is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He previously worked for E*Trade Securities LLC and E*TRADE Capital Management, LLC from 2013 to 2023. Autus also serves as a trustee for his own family trust. 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, combining advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.

Austin Kuetgens Brooks is a financial advisor at Equitable Advisors with one year of industry experience. He holds the Series 66 designation and has a diverse work background including roles at Puesto Bar and Grill, LA Fitness, and Chipotle Mexican Grill prior to joining Equitable Advisors. Austin is based in San Diego, CA. 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 a dual-registered SEC investment adviser and broker-dealer, utilizing LPL-sponsored programs and endorsed TAMPs to provide advisory and brokerage solutions.

Emily Nguyen is a financial advisor at Equitable Advisors with Series 66 registration and one year of industry experience. Prior to joining Equitable Advisors in 2026, she worked at the San Diego Registrar of Voters and attended San Diego 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 and offers advisory and brokerage/insurance channels to implement client recommendations.

Debra Patterson is a financial advisor with Equitable Advisors in San Diego, CA, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. She has been with Equitable Advisors since 1999, including its predecessor Axa Advisors, Llc. Patterson serves as a board member of the Copley-Price Family YMCA and is board member emeritus of the San Diego Humane Society. 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 a variety of third-party managers. The firm employs a hybrid referral and implementation model, combining advisory and brokerage channels, with a focus on tailored client intake processes and a mix of discretionary and non-discretionary asset management.

Brian Duckworth is a financial advisor with Equitable Advisors in San Diego, CA, holding a Series 66 designation and 17 years of industry experience. He previously worked at TIAA-CREF from 2016 to 2020. Outside of his advisory role, he is involved as a trustee for personal and family trusts. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, offering a range of financial planning and brokerage services. The firm is dual-registered as an SEC investment adviser and broker-dealer and collaborates with third-party asset managers and sponsors to deliver advisory and brokerage solutions.

Noelle Ohmann is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, she held various roles including customer service positions at The Cheesecake Factory and other companies. Outside of her advisory work, she continues to work as a waitress and delivery driver. 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 a variety of third-party programs. The firm operates a hybrid referral and implementation model, leveraging external asset managers and offering both advisory and brokerage channels.

Randle Schumacher is a financial advisor with Equitable Advisors, holding Series 66, 63, and 65 licenses and bringing 23 years of industry experience. His prior roles include positions at LPL Financial, Rubber Tree Productions, and AXA Advisors. He is also a trustee for various immediate family trusts. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charitable organizations, and institutions. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, working extensively through program sponsors and third-party managers to deliver advisory and brokerage solutions.

Brian Bickford is a financial advisor with Equitable Advisors, holding a Series 66 designation and 17 years of industry experience. He has been with Equitable Advisors since 2009 and previously worked at Axa Advisors, LLC. Outside of his advisory role, he is a partner in Bickford Ltd., an entity used for tax purposes. Equitable Advisors serves a diverse client base including individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm offers financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers, operating a hybrid referral and implementation model.

Leila Sharghi is a financial advisor with Equitable Advisors in San Diego, CA, holding Series 63 and Series 65 designations and bringing 34 years of industry experience. She has been with Equitable Advisors since 1999, including its predecessor AXA Advisors, LLC. Outside of her advisory role, she serves as vice president on the board of directors for a homeowners association and acts as a co-trustee for an immediate family trust. 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 operates a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.