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Steven F

ChFC®, Series 63

Red Bank, NJ

Equity Services, inc.

Steven Foerschl is a financial advisor with Equity Services, Inc. He holds the ChFC® designation and Series 63 license and has 43 years of industry experience. His career includes long tenures at MetLife Securities Inc. and related firms since 1974, with his current roles at Equity Services, Inc. and Integrated Financial Concepts LLC beginning in 2017. 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 combining long-term investment strategies with options for shorter-term trading and specialized instruments.

Retirement plans for business owners (SEP, solo 401k) Options & derivatives strategies Income planning Founder/Business Owner Retired Executive
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Edward D

Series 63, Series 65

Peshtigo, WI

Equity Services, inc.

Edward Degeneffe is a financial advisor at Equity Services, Inc. with 15 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including National Life Group, Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and Metlife Securities. Degeneffe is involved in several business activities outside of advisory services, including co-ownership and CFO roles in insurance and Medicare-related businesses. 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 and integrates third-party asset managers and model portfolios, combining long-term investment strategies with options for shorter-term trading and specialized instruments.

Retirement plans for business owners (SEP, solo 401k) Options & derivatives strategies Income planning Founder/Business Owner Retired Executive
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Benjamin T

Series 65

Bristow, VA

Equity Services, inc.

Benjamin Turner is a financial advisor at Equity Services, Inc. with one year of industry experience. He holds a Series 65 credential and has worked at firms including National Life Group and Knights of Columbus, following 15 years at Potomac Consulting Group, LLC. Outside of his advisory role, he serves as Director of Marketing and Outreach for the Prince William Chapter of the Catholic Business Network. 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, often utilizing third-party asset managers and model portfolios with a mix of long-term and shorter-term strategies.

Retirement plans for business owners (SEP, solo 401k) Options & derivatives strategies Income planning Founder/Business Owner Retired Executive
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Samuel T

CFP®, Series 63

Amherst, NY

Equity Services, inc.

Samuel Terrazzino is a CFP®-credentialed financial advisor with 29 years of industry experience. He is currently with Equity Services, Inc. and National Life Group, having previously worked at MassMutual and MSI Financial Services. Outside of his advisory roles, Terrazzino owns and operates Childress Performance Center, a gym and fitness business. Equity Services, Inc., operating as ESI Financial Advisors, offers financial planning, consulting, and asset management services to individuals and institutional clients. The firm uses multiple advisory platforms and third-party asset managers, combining long-term investment strategies with options for shorter-term trading.

Retirement plans for business owners (SEP, solo 401k) Options & derivatives strategies Income planning Founder/Business Owner Retired Executive
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Vincent A

ChFC®, Series 63, Series 65

Boca Raton, FL

Equity Services, inc.

Vincent Aimetti is a financial advisor at Equity Services, Inc. with 29 years of industry experience. He holds the ChFC® designation and maintains Series 63 and 65 licenses. His prior work includes roles at Hornor Townsend & Kent Inc, Penn Mutual Life Insurance Company, and National Legacy 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 offers multiple advisory platforms with a focus on long-term strategies and utilizes both discretionary and non-discretionary management, serving a broad client base through its dual registration as a broker-dealer and SEC-registered investment adviser.

Retirement plans for business owners (SEP, solo 401k) Options & derivatives strategies Income planning Founder/Business Owner Retired Executive
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Francis D

Series 63

Red Bank, NJ

Equity Services, inc.

Francis Detota is a financial advisor with Equity Services, Inc., holding a Series 63 designation and 17 years of industry experience. He has been with Equity Services since 2011 and is also an insurance sales agent affiliated with National Life Insurance. He serves on the advisory board of St. Benedict Roman Catholic Church and School, participating in monthly financial council meetings. 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 utilizes multiple advisory platforms with both discretionary and non-discretionary management options and integrates long-term investment strategies with opportunities for specialized trading.

Retirement plans for business owners (SEP, solo 401k) Options & derivatives strategies Income planning Founder/Business Owner Retired Executive
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Phillip W

Series 66

Winston Salem, NC

Equity Services, inc.

Phillip Williams is a financial advisor with Equity Services, Inc. in Winston Salem, NC. He holds a Series 66 designation and has experience spanning roles at National Life Group, Qorvo Inc., and Auburn University RFID Lab. Equity Services, Inc., also known 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, often using third-party asset managers and model portfolios that combine long-term strategies with options for shorter-term trading.

Retirement plans for business owners (SEP, solo 401k) Options & derivatives strategies Income planning Founder/Business Owner Retired Executive
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Mackenzie A

Series 65

Roanoke, VA

Equity Services, inc.

Mackenzie Abbate is a Series 65-registered financial advisor at Equity Services, Inc. with three years of industry experience. Prior to joining Equity Services, Abbate worked at National Life Group and Knights of Columbus in various advisory and insurance roles. Outside of advisory work, Abbate is involved with The Abbate Foundation as a volunteer member and serves as president of The Millennial Brothers LLC, an organization focused on promoting financial literacy. 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 that blend long-term strategies with options for shorter-term trading, often utilizing third-party asset managers and model portfolios.

Retirement plans for business owners (SEP, solo 401k) Options & derivatives strategies Income planning Founder/Business Owner Retired Executive
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Joseph G

Series 66

Chicago, IL

Equity Services, inc.

Joseph Galvan is a financial advisor with Equity Services, Inc. He holds the Series 66 designation and has one year of industry experience. His prior work includes roles at National Life Group and Summit Xpo. Outside of advising, Galvan serves as treasurer on a condominium association board and volunteers with youth sports camps and nonprofit organizations including Special Olympics of Illinois and Care-Credit Abuse Resistance Education. 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 employs multiple advisory platforms, often using third-party asset managers and model portfolios, combining long-term strategies with options for shorter-term trading, and manages both discretionary and non-discretionary client programs.

Retirement plans for business owners (SEP, solo 401k) Options & derivatives strategies Income planning Founder/Business Owner Retired Executive
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Curt S

CFP®, Series 66

Sandy Springs, GA

Equity Services, inc.

Curt Spinney is a CFP®-designated financial advisor with Equity Services, Inc., bringing 15 years of industry experience. He has worked with National Life of Vermont and National Financial Services Group since 2010. Outside of his advisory role, Spinney is involved as a crew leader maintaining trails and providing historical information for the Kennesaw Mountain Trail Club and serves as a board member for the Wallis Farm Community Association. Equity Services, Inc., operating as ESI Financial Advisors, offers financial planning, consulting, and asset management services to a diverse client base including individuals, corporations, and charitable organizations. The firm utilizes multiple advisory platforms, including third-party asset managers and model portfolios, combining long-term strategies with options for shorter-term trading and specialized instruments.

Retirement plans for business owners (SEP, solo 401k) Options & derivatives strategies Income planning Founder/Business Owner Retired Executive
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Tuan N

Series 63, Series 65

Dublin, CA

Equity Services, inc.

Tuan Nguyen is a financial advisor with Equity Services, Inc. (ESI Financial Advisors) based in Dublin, CA. He holds the Series 63 and Series 65 licenses and has experience working previously at Worthington Financial Partners, Sandia National Laboratories, Lawrence Livermore National Laboratory, and the Federal Bureau of Investigation. 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 both discretionary and non-discretionary management, combining long-term investment strategies with options for shorter-term trading and specialized instruments.

Retirement plans for business owners (SEP, solo 401k) Options & derivatives strategies Income planning Founder/Business Owner Retired Executive
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Marc A

Series 63

Staten Island, NY

Equity Services, inc.

Marc Alessandro is a financial advisor at Equity Services, Inc. with 18 years of industry experience. He holds the Series 63 designation and has held positions at Prudential Insurance Company of America, PRUCO Securities, LLC, and National Life Group. Outside of his advisory work, he is involved as an agent in insurance sales through Integrated Financial Concepts. 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 operates as both a broker-dealer and SEC-registered investment adviser, offering multiple advisory platforms that combine long-term strategies with options for shorter-term trading and third-party asset management.

Retirement plans for business owners (SEP, solo 401k) Options & derivatives strategies Income planning Founder/Business Owner Retired Executive
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Victor M

Series 63, Series 65

Hallendale Beach, FL

Equity Services, inc.

Victor Muro is a financial advisor with Equity Services, Inc. and holds Series 63 and Series 65 credentials, with 38 years of industry experience. He has been associated with National Life Group, Equity Services Inc., and NL Financial Alliance since 2009. He serves as vice president and volunteer board member of his local homeowners association in Hallandale Beach, FL. 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, often utilizing third-party asset managers and model portfolios, combining long-term strategies with options for shorter-term trading and specialized instruments.

Retirement plans for business owners (SEP, solo 401k) Options & derivatives strategies Income planning Founder/Business Owner Retired Executive
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Nicolette M

Series 66

Latham, NY

Equity Services, inc.

Nicolette Murray is a financial advisor with Equity Services, Inc. She holds a Series 66 designation and has four years of industry experience. Her work history includes roles at Nationallife Group and Thoroughbred Advisors. Additionally, she provides training and support to staff members through her consulting activities. Equity Services, Inc., doing business as ESI Financial Advisors, offers financial planning, consulting, and asset management to a diverse client base that includes individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm utilizes multiple advisory platforms and third-party asset managers, combining long-term investment strategies with options for shorter-term trading.

Retirement plans for business owners (SEP, solo 401k) Options & derivatives strategies Income planning Founder/Business Owner Retired Executive
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Logan L

Series 63, Series 65

Columbia, SC

Equity Services, inc.

Logan Lupia is a financial advisor with Equity Services, Inc., holding Series 63 and Series 65 licenses and 18 years of industry experience. His prior roles include positions with National Life Group, Mutual of Omaha, Mass Mutual, and Metlife Securities. Outside of his advisory work, he is involved as a co-owner of Innovision Wealth Management LLC, which focuses on business branding and educational content. Equity Services, Inc. (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 utilizes third-party asset managers and model portfolios, and operates as both a broker-dealer and SEC-registered investment adviser.

Retirement plans for business owners (SEP, solo 401k) Options & derivatives strategies Income planning Founder/Business Owner Retired Executive
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Michael M

Series 66

Charlotte, NC

Equity Services, inc.

Michael Mann is a Series 66-credentialed financial advisor with six years of industry experience. He is currently with Equity Services, Inc. and has prior experience at Bankers Life Securities and Summit Advisory Group. Outside of his advisory role, he is also an insurance agent with Stone Press Financial Group. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to a diverse client base including individuals, corporations, and charitable organizations, utilizing multiple advisory platforms and third-party asset managers.

Retirement plans for business owners (SEP, solo 401k) Options & derivatives strategies Income planning Founder/Business Owner Retired Executive
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John L

Series 63, Series 65

Dyersburg, TN

Equity Services, inc.

John Lombardo is a financial advisor at Equity Services, Inc. with two years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked with firms including Brookstone Wealth Advisors and National Life Group. Outside of advising, he manages a security team at Marksman Security, LLC, and works as an insurance agent for the Catholic Order of Foresters and the Greek Catholic Union. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and retirement plans. The firm combines multiple advisory platforms and utilizes third-party asset managers, offering both discretionary and non-discretionary programs.

Retirement plans for business owners (SEP, solo 401k) Options & derivatives strategies Income planning Founder/Business Owner Retired Executive
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Ian M

Series 66

Media, PA

Equity Services, inc.

Ian Murphy is a Series 66-licensed financial advisor at Equity Services, Inc. with two years of industry experience. Prior to joining Equity Services, he has held roles at National Life Group and ATC Healthcare, where he also manages administrative responsibilities for a family business. In addition to his advisory work, Mr. Murphy is licensed to sell life, health, annuity, disability, and long-term care insurance through his own agency, Evolution Financial Group. 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 combines long-term investment strategies with options for shorter-term trading, serving clients through a network of investment adviser representatives.

Retirement plans for business owners (SEP, solo 401k) Options & derivatives strategies Income planning Founder/Business Owner Retired Executive
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William P

Series 66

Crown Point, IN

Equity Services, inc.

William Pettit is a financial advisor with Equity Services, Inc., holding a Series 66 designation and one year of industry experience. Prior to joining Equity Services, he worked at several firms including National Life Group and Lakeshore Financial Group, and he has a background that includes multiple roles at DePauw University. 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 model portfolios, and operates as both a broker-dealer and an SEC-registered investment adviser.

Retirement plans for business owners (SEP, solo 401k) Options & derivatives strategies Income planning Founder/Business Owner Retired Executive
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Karina T

Series 63, Series 65

Colchester, VT

Equity Services, inc.

Karina Tarte is a financial advisor at Equity Services, Inc. with Series 63 and Series 65 licenses. She has one year of industry experience and prior work history spanning roles at National Life, M&T Bank, and the Fire & Ice Restaurant. 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 that combine long-term strategies with options for shorter-term trading, utilizing a network of third-party asset managers and model portfolios.

Retirement plans for business owners (SEP, solo 401k) Options & derivatives strategies Income planning Founder/Business Owner Retired Executive
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