Ann Shubert is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Equita Financial Network, Inc. She has worked in various roles including at Waddell & Reed, Inc. and within insurance and financial firms such as Intentional Insurance, LLC and Intentional Finance, LLC. Equita Financial Network, Inc. is an SEC-registered advisory firm that provides comprehensive financial planning and investment management to individual and high-net-worth clients. The firm emphasizes market efficiency and strategic asset allocation, offering discretionary management and a network model that supports investment adviser representatives under independent DBAs.

Jennifer Dazols is a CFP® with four years of experience in the financial industry. She has worked at Equita Financial Network since 2023 and previously at Sincerus Advisory from 2021 to 2023. Prior to her financial advisory roles, she spent 13 years at eBay. Equita Financial Network provides financial planning, consulting, and discretionary investment management to individuals, high-net-worth clients, and other registered investment advisers. The firm emphasizes market efficiency and strategic asset allocation, using sub-advisers and third-party managers to create tailored portfolios aligned with client objectives and risk tolerance.

Bridget Grimes is a CFP® with 13 years of industry experience. She has worked at Equita Financial Network, Inc. since 2018 and has been associated with WealthChoice LLC since 2016. Equita Financial Network, Inc. serves individual and high-net-worth clients with comprehensive financial planning, investment management, and consulting services. The firm emphasizes market efficiency and strategic asset allocation, building client-specific investment policy statements to guide portfolio construction and risk tolerance.

Kathleen Burke is a CFP®-certified financial advisor with 14 years of industry experience. She is currently with Equita Financial Network, Inc. and has previously worked at Method Financial Planning, Inc. and The Investment Center, Inc. She holds Series 63 and Series 66 licenses. Equita Financial Network provides financial planning, ongoing consulting, and discretionary investment management to individuals, high-net-worth clients, and other registered investment advisers. The firm emphasizes market efficiency and strategic asset allocation, using sub-advisers and third-party managers to create tailored portfolios aligned with client objectives and risk tolerance.

Margaret Bonner is a financial advisor at Equita Financial Network, Inc. in New York, NY, holding a Series 65 designation with two years of industry experience. Her prior roles include positions at WealthChoice, Cask, and Cisco Systems. Equita Financial Network, Inc. is an SEC-registered advisory firm serving individual and high-net-worth clients with financial planning, investment management, and ongoing consulting services. The firm employs a market efficiency and strategic asset allocation approach, offering discretionary management and support through a network model that includes paraplanning and community membership programs.

Bernadette Huang is a financial advisor at Equita Financial Network, Inc. with 16 years of industry experience. She holds the CFP® and CFA® designations and has worked at firms including White Allium Wealth Advisors, Kreitler Financial, and Raymond James Financial Services. Outside of advising, she manages the maintenance of a residential property for personal use. Equita Financial Network, Inc. is an SEC-registered advisory firm serving individual and high-net-worth clients with comprehensive financial planning and investment management. The firm emphasizes market efficiency and strategic asset allocation, operating through a network model that supports independent adviser representatives with paraplanning and consulting services.

Szu Han Wang is a financial advisor at Equita Financial Network, Inc. with one year of industry experience. Wang holds a Series 65 designation and has previously worked at Modern Family Finance, Roche, and Genentech. Equita Financial Network provides financial planning, consulting, and discretionary investment management to individuals, high-net-worth clients, and other registered investment advisers. The firm focuses on market efficiency and strategic asset allocation, using sub-advisers and third-party managers to create tailored portfolios aligned with client objectives and risk tolerance.

Jaclynne Walsh is a CFP® with one year of industry experience, currently affiliated with Equita Financial Network, Inc. She has previously worked at Clarity Point Financial Planning, Cambridge Investment Research, North Light Financial Services, Barone & Associates, and Anser Advisory. Equita Financial Network, Inc. is an SEC-registered advisory firm serving individual and high-net-worth clients with financial planning, investment management, and ongoing consulting services. The firm emphasizes market efficiency and strategic asset allocation while providing discretionary management and utilizing sub-advisers and the Schwab Managed Account Marketplace to support client portfolios.

Diana Freeburg is a CFP® professional with five years of experience in financial advising. She is currently with Equita Financial Network, Inc. and has previously worked with firms including Northstar and Nayya. Outside of her advisory roles, she has been involved with the SF LGBT Community Center. Equita Financial Network, Inc. is an SEC-registered advisory firm serving individual and high-net-worth clients with financial planning, investment management, and ongoing consulting. The firm emphasizes market efficiency and strategic asset allocation, employing a network model that supports advisers through paraplanning and community programs.

Stefanie Crowe is a CFP® professional with 14 years of industry experience, currently serving at Equita Financial Network, Inc. since 2020. Her previous roles include positions at Stone Bridge Asset Management, LLC and Banc Of America Investment Services, Inc. She is co-founder and general partner of The Jump Fund, an angel capital investment fund focused on female-led ventures in the Southeast. Equita Financial Network, Inc. is an SEC-registered advisory firm that provides comprehensive financial planning and investment management services to individual and high-net-worth clients. The firm emphasizes market efficiency and strategic asset allocation, offering discretionary management and a unique network model that supports affiliated and unaffiliated advisers across multiple offices.

Stephen Witte is a CFP® with nine years of industry experience currently associated with Equita Financial Network, Inc. He has held roles at several firms including Midwest Capital Advisors, Mission Driven Finance, and Astraea Wealth Management. Witte also serves as Senior Manager of Compliance for Mission Driven Finance, where he manages compliance programs related to impact investing. Equita Financial Network, Inc. is an SEC-registered advisory firm serving individual and high-net-worth clients with financial planning, investment management, and consulting services. The firm employs a market efficiency and strategic asset allocation approach and operates a network model with legal DBAs, providing paraplanning support and community resources for advisors.

Cathleen Mc Kee is a CFP® and holds a Series 65 license with two years of industry experience. She has been with Equita Financial Network, Inc. since 2023. Prior to her financial advisory career, she worked at the University of Chicago Laboratory Schools for twelve years. Equita Financial Network, Inc. serves individual and high-net-worth clients with financial planning, investment management, and ongoing consulting. The firm emphasizes market efficiency and strategic asset allocation, using client-specific investment policy statements to guide portfolio construction and risk management.

Tricia Prehle is a CFP® and holds a Series 65 license, currently affiliated with Equita Financial Network, Inc. She has one year of experience in financial advisory roles, including prior positions at Kaleidoscope Financial Planning, LLC, Stevens Capital Partners, and Guiding Wealth Management, LLC. Before entering the advisory field, she worked at Computershare for over two decades. Equita Financial Network, Inc. is an SEC-registered advisory firm serving individual and high-net-worth clients with comprehensive financial planning, investment management, and ongoing consulting. The firm emphasizes market efficiency and strategic asset allocation, operating through a network model that supports independent advisers while providing paraplanning and a community membership program.

Shehara Wooten is a CFP® professional affiliated with Equita Financial Network, Inc., with 22 years of experience in the financial industry. She has held roles at Equita Financial Network since 2024 and previously led Your Story Financial, LLC and Your Story Financial Academy, LLC. She is the owner of Your Story Financial Academy, a financial empowerment and education business providing workshops and online courses. Equita Financial Network, Inc. serves individual and high-net-worth clients with comprehensive financial planning and investment management, emphasizing market efficiency and strategic asset allocation while employing client-specific investment policy statements.

Laura Corbiani is a CFP® with 11 years of industry experience, currently affiliated with Equita Financial Network, Inc. She has previously worked at Astraea Wealth Management, Midwest Capital Advisors, Merrill, and other financial firms. Outside of her advisory role, she is the founder and artist of I Draw Your Story, creating custom visual artwork and illustrated storybooks. Equita Financial Network, Inc. is an SEC-registered advisory firm serving individual and high-net-worth clients with comprehensive financial planning and investment management. The firm emphasizes market efficiency and strategic asset allocation, managing over $390 million in discretionary assets across multiple offices and providing customized investment guidance.

Kimberlee Spencer is a CFP®-certified financial advisor at Equita Financial Network, Inc. with 22 years of industry experience. She has previously worked at The Nalls Sherbakoff Group, LLC and currently operates Next Step Financial LLC alongside her role at Equita. Equita Financial Network provides financial planning, ongoing consulting, and discretionary investment management to individuals, high-net-worth clients, and other registered investment advisers. The firm emphasizes market efficiency and strategic asset allocation, using sub-advisers and third-party managers to tailor portfolios according to client objectives and risk tolerance.

Amy Hamasaki is a CFP® with eight years of industry experience, currently serving as a financial advisor at Equita Financial Network, Inc. She has previously worked at Origin Financial, Mountain Wealth Planning, Mariner Wealth Advisors, Block Advisors, and Dolphin Advisors. Equita Financial Network, Inc. is an SEC-registered firm that provides comprehensive financial planning and investment management services to individual and high-net-worth clients. The firm emphasizes market efficiency and strategic asset allocation, offering discretionary management supported by sub-advisers and tools from the Schwab Managed Account Marketplace.