Jennifer Grant is a financial advisor with Equity Services, Inc. (ESI Financial Advisors) and holds a Series 66 designation. She has 12 years of industry experience, including roles at Merrill Lynch, Pierce, Fenner & Smith Inc., and several firms owned or operated by herself. Grant serves as an alderman on the Green Bay City Council. 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, combining long-term strategies with options for shorter-term trading and specialized instruments, and operates as both a broker-dealer and SEC-registered investment adviser.

Korbin Wayton is a financial advisor at Equity Services, Inc. with five years of industry experience. He holds the Series 66 designation and has worked with National Life Group and Norwich University. Wayton serves as a trustee for the Norwich Global Initiative, selecting recipients for study abroad scholarships. 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 frequently uses third-party asset managers and model portfolios, combining long-term strategies with options for shorter-term trading and specialized instruments.

Spencer Bateman is a CFP® with seven years of industry experience, currently serving at Equity Services, Inc. in Portland, OR. His career includes roles at National Life Group, Fidelity Brokerage Services LLC, and Bateman Larkin CPA. Bateman is also involved as an insurance agent outside of his advisor role. 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 strategies with options for shorter-term trading.

Stephen Carmody is a financial advisor with Equity Services, Inc. in Sandy Springs, GA, holding a Series 66 designation and 22 years of industry experience. He has worked at Equity Services since 2010 and has prior experience with National Life Group and National Financial Services Group. Outside of his advisory role, he serves as co-trustee of a family irrevocable trust. 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 utilizes a combination of long-term strategies and specialized instruments, with a mix of discretionary and non-discretionary client programs.

John Weston is a Series 66-credentialed advisor with one year of experience at Equity Services, Inc. He has additional experience with National Life Group and operates his own firm, John Charles Weston, LLC, since 2012. Outside of advising, he is involved in music performance, education, composition, recording, licensing, and publishing, and serves as an associate board member for the Neighborhood Boys and Girls Club. 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, trusts, estates, charitable organizations, and employer retirement plans. The firm uses multiple advisory platforms and third-party asset managers, combining long-term strategies with options for shorter-term trading and specialized instruments.

Michael Kogan is a financial advisor at Equity Services, Inc. with 16 years of industry experience. He holds Series 63 and Series 65 designations and has worked at several firms, including Chelsea Financial Services and Cetera Advisor Networks. Outside of his advisory roles, he is involved with Mkny Business Solutions, Inc., an independent business activity since 2017. 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 incorporates third-party asset managers and model portfolios, combining long-term strategies with options for shorter-term trading.