Michael Mccormick is a financial advisor at Equity Services, Inc. with three years of industry experience. He holds a Series 66 designation and has previously worked at Northfield Savings Bank, TD Bank, and Merchants Bank. Outside of his advisory role, Mccormick serves as a volunteer school board member for Rice Memorial High School and is a notary public. Equity Services, Inc., doing business as ESI Financial Advisors, provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm utilizes multiple advisory platforms and third‑party asset managers, combining long-term and specialized investment strategies.

Tyler Tutino is a financial advisor with Equity Services, Inc. in Montpelier, VT, holding a Series 66 designation and eight years of industry experience. His prior firms include MML Investors Services, MassMutual Life Insurance Company, and AXA Advisors, LLC. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms utilizing both long-term strategies and shorter-term trading through a network of investment adviser representatives.

Abram Nunes is a financial advisor at Equity Services, Inc. with 13 years of industry experience. He holds a Series 66 designation and has been with Equity Services since 2012. Outside of his advisory work, he serves as a basketball official for youth AAU and recreational basketball leagues. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms incorporating both long-term strategies and options for shorter-term trading, and utilizes third-party asset managers and model portfolios.

Kyle Sanger is a financial advisor with Equity Services, Inc., holding a Series 66 designation and two years of industry experience. He has worked at firms including National Life Group and Equitable Advisors. Outside of finance, he maintains involvement with Solar Dad and Sons, a business he has been connected to for over ten years. Equity Services, Inc., also known as ESI Financial Advisors, provides financial planning, consulting, and asset management services to a range of clients including individuals, corporations, and charitable organizations. The firm offers multiple advisory platforms, utilizing third-party asset managers and combines long-term strategies with options for shorter-term trading.

Matthew Marino is a financial advisor with Equity Services, Inc. in Red Bank, NJ, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His career includes roles at firms such as MetLife Securities, MassMutual Investors Services, and The Prudential Insurance Company of America. He is also involved in insurance sales as a broker agent with Integrated Financial Concepts LLC/National Life Insurance Co. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm combines a variety of advisory platforms with both long-term and shorter-term investment strategies, utilizing third-party asset managers and model portfolios.

Jared Quentin Davis is a financial advisor with Equity Services, Inc. (ESI Financial Advisors) in Columbus, OH, holding a Series 63 designation and with 10 years of industry experience. His prior work includes roles at National Life Group, IFS Financial Services, and Touchston Securities. Outside of his advisory role, he serves as an elder and board member for the New Burlington Church of Christ and writes communion meditations for the Christian Standard. Equity Services, Inc. provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms incorporating third-party asset managers and model portfolios, combining long-term investment strategies with options for shorter-term trading.

Daniel Reitz is a financial advisor with Equity Services, Inc. in Whitehall, PA, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. His prior roles include positions at National Life, Guardian Life Insurance Company, and Morgan Stanley. Outside of advisory services, he is also an insurance agent with Thoroughbred Advisors. Equity Services, Inc., doing business as ESI Financial Advisors, provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms and frequently incorporates third-party asset managers and model portfolios, combining long-term strategies with options for shorter-term trading.

Michael Clark is a financial advisor with Equity Services, Inc. in Hauppauge, NY, holding Series 63 and Series 65 licenses and having four years of industry experience. He has worked at National Life Group and Equity Services since 2022 and has over three decades of experience with Fidelity National Title Insurance Company. Outside of his advisory role, Clark is involved in tax preparation through DAC Tax & Accounting Services during tax season. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to a broad client base including individuals, corporations, trusts, and employer retirement plans. The firm offers multiple advisory platforms often using third-party asset managers, combining long-term strategies with options for shorter-term trading.

Leland Landes is a financial advisor at Equity Services, Inc. with 40 years of industry experience. He holds the Series 63 and Series 65 credentials and has been with Equity Services Inc since 2001. Landes also serves as president of The Legacy Group, Inc., a marketing company related to insurance sales. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, often utilizing third-party asset managers and model portfolios, and combines long-term investment strategies with options for shorter-term trading.

Brian Weyman is a financial advisor with Equity Services, Inc. (ESI Financial Advisors) in Marlton, NJ, holding Series 63 and Series 65 credentials and bringing 18 years of industry experience. His prior work includes roles at National Life Group, AXA Advisors LLC, and Mutual of Omaha Investor Services. Outside of his advisory work, he is involved in entrepreneurial ventures including home appraisals and college funding coaching. Equity Services, Inc. provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms using third-party asset managers and model portfolios, combining long-term strategies with options for shorter-term trading, and operates with both discretionary and non-discretionary client programs.

David Jacowitz is a ChFC® credentialed financial advisor with 24 years of industry experience. He has worked at Equity Services, Inc. since 2017 and has prior experience with National Life Group, MML Investors Services LLC, and Massachusetts Mutual Life Insurance Company. Jacowitz is also involved in charitable work as president of the EFG Charitable Foundation. Equity Services, Inc., known as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms with a mix of long-term strategies and shorter-term trading options, utilizing third-party asset managers and model portfolios.

Jeffrey Haller is a financial advisor with Equity Services, Inc. and holds Series 63 and Series 65 licenses. He has 20 years of industry experience, including a concurrent role at NL Financial Alliance where he is an agent selling life, disability, annuities, and health insurance products. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms that combine long-term strategies with options for shorter-term trading, utilizing third-party asset managers and model portfolios.

Robert Blake is a financial advisor with Equity Services, Inc. (ESI Financial Advisors) in Lexington, SC, holding Series 63 and Series 66 credentials and 19 years of industry experience. He has worked at National Life Group since 2021 and previously spent 18 years at Bankers Life and Casualty Company. Blake is also the owner of RT Blake Financial Group, LLC, and serves as managing director of Blake Insurance and Financial Group, LLC; he is a member of Business Network International, a lead-sharing organization. Equity Services, Inc. provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, frequently utilizing third-party asset managers and model portfolios, combining long-term strategies with options for shorter-term trading and specialized instruments.

Shana Dimarco is a financial advisor at Equity Services, Inc. with four years of industry experience. She holds Series 63 and Series 65 credentials and has worked previously at National Life Group, NYLIFE Securities LLC, New York Life Insurance Company, and Nexstar Media Group. Outside of her advisory role, she is active as an independent contractor for Uber Eats. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to a broad client base, including individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms and utilizes a range of third-party asset managers and model portfolios, combining long-term strategies with options for shorter-term trading.

Tyler Degeneffe is a CFP® and ChFC® with 20 years of industry experience. He is affiliated with Equity Services, Inc. and has prior experience with National Life Group, Mass Mutual, and MetLife. He serves as a member of the finance committee for the Green Bay Area Catholic Education School System. Equity Services, Inc., operating as ESI Financial Advisors, offers financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm employs multiple advisory platforms and frequently utilizes third-party asset managers, combining long-term strategies with options for shorter-term trading and specialized instruments.

Douglas Pi is a financial advisor at Equity Services, Inc. with 45 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including WealthBridge Financial and Ameritas Investment Corp. Outside of his advisory role, he is also an insurance agent affiliated with National Life Insurance Company. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm utilizes multiple advisory platforms and third-party asset managers, combining long-term strategies with options for shorter-term trading and specialized instruments.

David Jensen is a financial advisor with Equity Services, Inc. He holds Series 63 and Series 65 licenses and has eight years of industry experience. Prior to joining Equity Services in 2019, he worked at National Life Group, NYLIFE Securities LLC, and New York Life Insurance Company. Outside of his financial advisory role, Jensen is involved in janitorial and handyman services through his position as president of Quanasta, Inc., a business providing janitorial services. Equity Services, Inc., operating as ESI Financial Advisors, offers financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm combines long-term investment strategies with options for shorter-term trading, providing multiple advisory platforms that include the use of third-party asset managers and model portfolios.

Joseph Morley is a financial advisor at Equity Services, Inc. with one year of industry experience. He holds a Series 66 designation and has worked previously at National Life Group, MML Investors Services, MassMutual Life Insurance Company, Farmer Insurance, and Uniformed Services Veterans Mortgage. He was also the owner of Joe Morley's Smoked Beef & BBQ for 17 years. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms utilizing third-party asset managers and model portfolios, combining long-term strategies with options for shorter-term trading.

Laura Plourde is a CFP® and ChFC® with 34 years of experience in the financial services industry. She has been affiliated with Equity Services, Inc. and National Life Group since 2010. Outside of her advisory work, she is a partner and owner of Clyde River Camping, a business renting campsites in Vermont. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms and utilizes third-party asset managers and model portfolios, combining long-term strategies with options for short-term trading and specialized instruments.

Helene Lino is a financial advisor at Equity Services, Inc. with 18 years of industry experience. She holds Series 63 and Series 66 designations and previously worked for Prudential Insurance Company of America and Pruco Securities, LLC for 14 years. Equity Services, Inc., also known as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, often utilizing third-party asset managers and model portfolios, and combines long-term strategies with options for shorter-term trading and specialized instruments.