Megan Hand is a CFP®-certified financial advisor with Equity Services, Inc. in Colchester, VT, where she has worked since 2020. She has seven years of experience with National Life Group from 2012 to 2019 and continues to be associated with them. Outside of her advisory work, she serves as a volunteer finance committee member for Blessed Sacrament Parish and is secretary and board member for Stowe Youth Baseball. Equity Services, Inc., doing business as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans through a range of advisory platforms and a network of investment adviser representatives.

Kristin Meyrick is a financial advisor at Equity Services, Inc. with two years of industry experience. She holds a Series 66 designation and has worked at National Life Group and Equity Services since 2024. Outside of advisory work, she is an insurance agent and has experience as a completion specialist in general contracting. 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 with a mix of long-term and shorter-term investment strategies, utilizing third-party asset managers and model portfolios.

Aaron Gaines is a CFP®-certified financial advisor at Equity Services, Inc. with four years of industry experience. He has worked at Equity Services since 2022 and also holds a position at Landmark Financial. Outside of his advisory roles, Gaines is involved in his community as a member of the Greater Vergennes Rotary and coaches men's soccer for Addison United Soccer. Equity Services, Inc. (dba 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 third-party asset managers and model portfolios, and combines long-term strategies with options for shorter-term trading and specialized instruments.

Corey Palazzolo is a financial advisor at Equity Services, Inc. with three years of industry experience. He holds the Series 66 designation and previously worked at Integrated Financial Concepts. Outside of his advisory roles, Palazzolo conducts educational sessions for teachers on their pensions and retirement benefits. 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 various advisory platforms, often utilizing third-party asset managers and model portfolios that combine long-term strategies with options for shorter-term trading.

Thomas Gessick is a financial advisor with Equity Services, Inc. who holds a Series 66 designation and has 21 years of industry experience. He has worked at National Life Group and Equity Services, Inc. since 2018 and previously spent over a decade with Cssc Brokerage Services, Inc. and Cssc Investment Advisory Services, Inc. Outside of advising, he serves as treasurer for Altamont Community Tradition, Inc., a nonprofit focused on promoting historical and community activities, and is president and managing principal of T.M. Byxbee Company, CPAs, a certified public accounting firm. 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, uses various third-party asset managers and model portfolios, and combines long-term investment strategies with options for shorter-term trading and specialized instruments.

Samir Abdullah is a financial advisor with Equity Services, Inc. in Addison, TX, holding Series 63 and Series 65 credentials and 16 years of industry experience. His prior work includes roles at National Life Group, Mutual of Omaha, Transamerica Agency Network, and Mass Mutual. Outside of advising, he is involved in aircraft ownership and manages several business ventures related to real estate and financial services. Equity Services, Inc., doing business as ESI Financial Advisors, provides financial planning, consulting, and asset management to a range of clients including individuals, corporations, and charitable organizations. The firm offers multiple advisory platforms and combines long-term investment strategies with options for shorter-term trading, utilizing third-party asset managers and model portfolios.

John Vitt is a ChFC®-designated financial advisor with 44 years of industry experience, currently serving at Equity Services, Inc. since 1981. He also has longstanding ties with NATL Life Insurance Co dating back to 1975. Outside of his advisory work, he is managing partner of an export/import business focused on the Democratic Republic of Congo and serves as a director of the Western Golf Association. Equity Services, Inc. offers financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and retirement plans. The firm employs multiple advisory platforms, often leveraging third-party asset managers and combines long-term strategies with options for shorter-term trading.

Cory Cook is a financial advisor with Equity Services, Inc. He holds a Series 65 designation and has three years of industry experience. His prior roles include positions at Knights of Columbus Asset Advisors LLC, Knights of Columbus Insurance, and National Life Group. Outside of his advisory work, Cook volunteers with the nonprofit organization Trail Life USA Troop VA-0313. 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 multiple advisory platforms and third-party asset managers, employing predominantly long-term investment strategies alongside options for shorter-term trading.

Neil Ramirez is a Series 65-licensed financial advisor with Equity Services, Inc. in Hickory, NC, beginning his industry career in 2025. Prior to entering finance, he spent five years with Major League Baseball. Neil is involved with Elite Performance Wealth Management LLC as an owner. Equity Services, Inc., doing business 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, frequently utilizing third-party asset managers and combines long-term strategies with options for shorter-term trading and specialized instruments.

Michael Branda is a CFP® and ChFC® with over 32 years of experience in the financial services industry. He has been with Equity Services, Inc. since 1993 and has worked with National Life of Vermont since 1989. Outside of his advisory role, he volunteers with the University of St. Thomas as part of its development and planned giving committee and serves on the board of his local homeowners association. 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 employs multiple advisory platforms that combine long-term strategies with options for shorter-term trading and utilizes both discretionary and non-discretionary management approaches.

Nikolas Killoran is a Series 65-licensed financial advisor with one year of industry experience, currently with Equity Services, Inc. in Kalispell, MT. He has previously worked at Mountain Peak Wealth Solutions and has experience in life and fixed annuity 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, utilizing multiple advisory platforms and both discretionary and non-discretionary management approaches.

Stephen Mathiason is a financial advisor at Equity Services, Inc. with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including National Life Group and Ameritas Life Insurance. Outside of his advisory work, he serves as commissioner of the Gulf Coast Lacrosse Association, organizing teams and scheduling games. 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 a mix of long-term strategies and specialized instruments through third-party asset managers and model portfolios.

Maria Conlon is a financial advisor with Equity Services, Inc. She holds Series 63 and Series 66 designations and has 19 years of industry experience. Her prior firms include National Life Group, Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and Metlife Securities, Inc. Outside of her advisory role, she is involved in youth and nonprofit basketball organizations as a coach and owner, and holds a partial ownership stake in a local pizzeria. 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 using third-party asset managers and model portfolios, combining long-term strategies with options for shorter-term trading and specialized instruments.

James Feldesman is a financial advisor at Equity Services, Inc. with 35 years of industry experience. He holds a Series 63 designation and has worked at multiple firms including National Life Group and Cetera Investment Advisers. Feldesman is also involved as a broker agent in insurance sales through National Life Group. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and retirement plans. The firm combines long-term investment strategies with third-party asset managers and offers both discretionary and non-discretionary programs.

Paul Sortino is a financial advisor with Equity Services, Inc. (ESI Financial Advisors) based in Timonium, MD. He holds the CFP® designation and securities licenses Series 63 and Series 65, with 18 years of industry experience. His work history includes roles at Worthington Financial Partners since 2010 and Equity Services, Inc. since 2007. Outside of advising, Sortino serves as a general board member and co-chair for the Maryland chapter of the Cystic Fibrosis Foundation. Equity Services, Inc. provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm operates with multiple advisory platforms, frequently using third-party asset managers and model portfolios, and offers both discretionary and non-discretionary programs.

Michael Goss is a financial advisor with Equity Services, Inc. (ESI Financial Advisors) based in Overland Park, Kansas, holding Series 63 and Series 65 registrations and having 44 years of industry experience. He has worked at Equity Services, Inc. and National Life of Vermont since 1981. Outside of his advisory role, he is president of Michael Goss & Associates, which provides insurance sales including life, disability, and long-term care insurance. Equity Services, Inc. offers financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm operates as both a broker-dealer and an SEC-registered investment adviser, utilizing multiple advisory platforms and third-party asset managers to provide a range of long-term and specialized investment strategies.

Michael Castillo is a CFP® professional with 24 years of industry experience. He has been with Equity Services, Inc. since 2003 and has also worked with National Life Group since 2001. Outside of his advisory roles, he serves on the board of a local homeless shelter and has leadership roles in Cub Scouts. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management to a diverse client base including individuals, corporations, and charitable organizations. The firm offers multiple advisory platforms combining long-term strategies with options for short-term trading and utilizes third-party asset managers and model portfolios.

James Ortenzio is a financial advisor at Equity Services, Inc. with 39 years of industry experience. He holds a Series 63 designation and has worked with NL Financial Alliance/National Life and Equity Services, Inc. since 2012. Ortenzio serves as a board member for Team 94, a nonprofit organization focused on raising awareness of certain conditions. 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 combines long-term strategies with options for shorter-term trading and specialized instruments, utilizing multiple advisory platforms and third-party asset managers to serve a broad client base.

Gary Javier is a financial advisor with Equity Services, Inc. and holds a Series 63 designation. He has 28 years of industry experience, including prior roles at National Life Group and MML Investors Services. Outside of his advisory work, he serves as CFO and Treasurer for Seniors Community Services, Inc. and is a member and educator with the Association of Financial Educators. Equity Services, Inc., doing business 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 a variety of third-party asset managers and model portfolios, combining long-term strategies with options for shorter-term trading.

Derek Slater is a financial advisor at Equity Services, Inc. with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked with MML Investors Services LLC and MassMutual Life Insurance Co. In addition to his advisory role, he is also active as an insurance agent with National Life Group and Lakeshore Financial Group. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to a diverse range of clients including individuals, corporations, and charitable organizations. The firm offers multiple advisory platforms utilizing third-party asset managers and combines long-term investment strategies with options for shorter-term trading.