San Diego, CA La Jolla Village Dr. Office

Zachary Allums is a financial advisor at Equitable Advisors in San Diego, CA, holding a Series 66 designation with one year of industry experience. His prior work includes founding Allums Law, APC, and involvement with OC Paddlesports. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives and third-party providers.

Jeremy Alexander is a financial advisor with Equitable Advisors in San Diego, CA, holding Series 66 and Series 63 licenses and bringing 15 years of industry experience. He has spent much of his career at various iterations of Equitable Advisors and AXA Advisors since 2007. In addition to his financial services career, he is an active member of the California Bar and maintains a non-practicing law license. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management programs to individuals, pension and profit-sharing plans, corporations, nonprofit organizations, and other institutional clients. The firm utilizes both proprietary and third-party advisory models to tailor services according to client needs and risk tolerance.

Jamie Smith is a financial advisor with Equitable Advisors in San Diego, CA, holding a Series 66 designation and 23 years of industry experience. Jamie has been with Equitable Advisors since 2003, including its prior affiliation with Axa Advisors. Outside of advisory work, Jamie is involved in an outside fixed business. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients by providing financial planning, retirement plan consulting, and asset-management programs. The firm delivers services through a network of Investment Adviser Representatives and employs a range of advisory models, including third-party program sponsors and discretionary portfolio advisory within selected programs.

Luc Bretin is a financial advisor at Equitable Advisors in San Diego, CA, holding a Series 66 designation. He has no prior industry experience and has held multiple roles in educational and association settings before joining Equitable Advisors. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension plans, corporations, and charitable organizations. The firm delivers solutions through a network of Investment Adviser Representatives and offers a range of programs, including referrals to third-party asset managers and LPL-sponsored advisory options.

Andrew Chabot is a CFP® practitioner with 23 years of industry experience, currently with Equitable Advisors since 2024. His prior roles include positions at Securities America Advisors, Waddell & Reed, Rancho Wealth Management, LPL Financial, and CUSO Financial Services. Equitable Advisors serves a broad client base including 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. The firm emphasizes personalized advice through program models and third-party asset managers, providing a range of investment options and ERISA fiduciary services.

Dominic Mares Do is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors in 2025, he worked in education at Cal Poly-San Luis Obispo, Pasadena High School, and Singapore American School. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension plans, corporations, and charitable organizations. The firm uses a range of third-party advisory programs and emphasizes matching clients’ risk tolerance with appropriate investment models and managers.

Rufino Autus is a financial advisor with Equitable Advisors in San Diego, CA, holding Series 63 and Series 65 licenses and more than 30 years of industry experience. His previous roles include positions at E*Trade Securities, E*trade Capital Management, Citigroup Global Markets, and Centaurus Financial. He also serves as a trustee for his own family trust. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to a wide range of clients, including individuals, pension plans, corporations, and charitable organizations. The firm utilizes various advisory programs and third-party asset managers to tailor investment solutions, offering mutual funds, ETFs, separately managed accounts, and alternative investments.

Emily Nguyen is a financial advisor with Equitable Advisors holding a Series 66 designation. She joined the firm in 2026 and has experience working with the San Diego Registrar of Voters and San Diego State University in prior roles. 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 and third-party asset managers.

Debra Patterson is a financial advisor with Equitable Advisors in San Diego, CA, holding Series 63 and Series 65 licenses and 39 years of industry experience. She has been with Equitable Advisors and its predecessor firm Axa Advisors since 1999. 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 provides financial planning, retirement plan consulting, and asset-management programs to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm works through a network of Investment Adviser Representatives offering various advisory models, including third-party asset managers and LPL-sponsored programs.

Brian Duckworth is a financial advisor with Equitable Advisors, holding a Series 66 designation and 17 years of industry experience. His prior roles include work at TIAA-CREF from 2016 to 2020 and earlier years at Equitable Advisors from 2009 to 2016. Outside of his advisory work, he serves as a trustee for both an immediate family trust and a personal living trust. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients, offering financial planning, retirement plan consulting, and various asset management programs through a network of Investment Adviser Representatives. The firm utilizes a range of advisory models and relies on third-party program sponsors and affiliated asset managers to deliver investment solutions.

Noelle Ohmann is a financial advisor with Equitable Advisors in San Diego, CA, holding the Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, she worked in various customer service roles including at The Cheesecake Factory, where she continues to work as a waitress alongside her advisory career. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset-management programs through a network of Investment Adviser Representatives and third-party asset managers.

Randle Schumacher is a financial advisor at Equitable Advisors with 23 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has previously worked at LPL Financial, AXA Advisors, and New England Securities. Outside of his advisory role, he serves as a trustee for various immediate family trusts. 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 utilizes a range of advisory programs and third-party asset managers to tailor investment solutions based on clients’ risk tolerance and financial goals.

Brian Bickford is a financial advisor with Equitable Advisors in San Diego, CA, holding a Series 66 designation and 18 years of industry experience. He has been with Equitable Advisors since 2009, including its predecessor Axa Advisors, LLC. Outside of advising, he is a partner in Bickford Ltd., a separate business entity used for tax purposes. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management programs. The firm utilizes a variety of advisory models and third-party asset managers, providing services that include mutual funds, ETFs, separately managed accounts, and fiduciary services for qualified plans.

Leila Sharghi is a financial advisor with Equitable Advisors in San Diego, CA, holding Series 63 and Series 65 licenses and 35 years of industry experience. She has been with Equitable Advisors and its predecessor, AXA Advisors, LLC, since 1999. She serves as vice president on the board of directors for her homeowners association and acts as co-trustee for her immediate family. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and various asset-management programs. The firm delivers its services through a network of Investment Adviser Representatives, utilizing both firm-offered and third-party advisory programs, with a focus on matching clients to appropriate investment models and discretionarily managed portfolios.

Douglas Karney is a financial advisor at Equitable Advisors with 31 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, LLC, since 1999. Karney holds the Series 63 and Series 65 licenses. He is also a trustee of a personal family trust shared with his spouse. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients, offering financial planning, retirement plan consulting, and various asset-management programs. The firm’s approach includes matching clients to program models or discretionary managers, often utilizing third-party asset managers and LPL-sponsored advisory programs.