James Brock Jr. is a Series 63-licensed financial advisor with Equity Services, Inc. in Utica, NY, where he has worked since 2000. He has 34 years of industry experience and also has longstanding roles with National Life of Vermont and his family agency, Jim Brock Agency, Inc. Outside of his advisory work, he serves on the Board of Directors for Friends of Bassett Healthcare Network. 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 employs multiple advisory platforms, including third-party managers, and combines long-term strategies with options for shorter-term trading and specialized instruments.

Michael Bobo is a financial advisor with Equity Services, Inc. He holds Series 63 and Series 66 licenses and has four years of industry experience. His prior roles include positions at National Life Group, LPL Financial, and McCay Wealth Advisory LLC. Outside of financial advising, he is a public notary. 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 and utilizes third-party asset managers and model portfolios, combining long-term strategies with options for short-term trading and specialized instruments.

Nicholas Pontilena is a Certified Financial Planner® with 24 years of industry experience, currently practicing at Equity Services, Inc. since 2013. He is also affiliated with National Life Group and serves as an instructor teaching continuing education courses to insurance and SEC-licensed professionals. Pontilena is a member of the advisory board for the Stillman School of Business at Seton Hall University. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management to individuals, corporations, trusts, 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.

James Kabakow is a Series 66 designated financial advisor at Equity Services, Inc. with one year of industry experience. He previously worked at National Life Group and has been involved with Bin 113 LLC, a marketing services firm, where he serves as managing partner. Outside of advisory roles, he is active as an insurance agent. 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. The firm offers multiple advisory platforms that blend long-term strategies with options for shorter-term trading, and utilizes both discretionary and non-discretionary management approaches.

Andrew Walkington is a financial advisor at Equity Services, Inc. with six years of industry experience. He holds Series 63 and Series 65 licenses and has been involved with multiple firms, including his own entities, Andrew J. Walkington Financial, LLC, and Martin D Olson Financial, LLC. 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.

Barry Wirt is a ChFC® credentialed financial advisor with 44 years of industry experience. He has been with Equity Services, Inc. and National Life since 1993. In addition to his advisory role, Wirt is involved in life and health insurance sales through multiple entities in Roanoke, VA, where he has served as an agent and executive officer. 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 strategies and options for shorter-term trading.

Craig Fitzpatrick is a financial advisor with Equity Services, Inc. He holds a Series 63 designation and has 17 years of industry experience. Fitzpatrick previously worked at Cadaret Grant & Co., Inc. and Pathfinder Investment Services. He serves on the board of directors and operations committee for the Child Advocacy Center of Oswego County. 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 using third-party asset managers and model portfolios, combining long-term strategies with options for shorter-term trading and specialized instruments.

James Oppenlander is a financial advisor with Equity Services, Inc. (ESI Financial Advisors) based in Columbus, OH. He holds the ChFC® designation and Series 63 license and has 43 years of industry experience. In addition to his role at Equity Services since 2014, he has been involved with Dome Financial Services since 2001, where he serves as President and CEO. Outside of advisory work, he is the managing member of Ope's On The Beach, LLC, a short-term rental business. Equity Services, Inc. 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 strategies with options for shorter-term trading and specialized instruments.

James Muro is a CFP® and ChFC® with 34 years of industry experience. He is affiliated with Equity Services, Inc. and National Life Group, where he has worked since 2013. Muro is involved with The Objective Room, a website used for marketing purposes that offers financial services, literacy, and education. Equity Services, Inc., doing business as ESI Financial Advisors, provides financial planning, consulting, and asset management to a diverse clientele including individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm uses multiple advisory platforms and third-party asset managers to offer both long-term strategies and specialized investment options.

Robert Boswell is a financial advisor with Equity Services, Inc. (ESI Financial Advisors) and has 23 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Equity Services Inc. and National Life Group since 2002. Outside of his advisory role, Boswell is involved as an insurance agent with Evolution Financial Group and a partner and insurance agent at Azenith Financial Group. 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 and combines long-term strategies with options for shorter-term trading, utilizing third-party asset managers and model portfolios.

Wayne Debello is a financial advisor with Equity Services, Inc. He holds a Series 63 designation and has 41 years of industry experience. His career includes roles at Equity Services, National Life Group, and Proequities Inc. Outside of his advisory work, he assists families with the college admission process and serves as an umpire. 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, combining long-term strategies with options for shorter-term trading and utilizes third-party asset managers and model portfolios.

Keith Larsen is a financial advisor with Equity Services, Inc. holding Series 63 and Series 66 credentials and 23 years of industry experience. His prior roles include positions at Cambridge Investment Research, DFPG Investments, and Northwestern Mutual. Outside of advising, he serves as CFO and part owner of a technology platform that assists NCAA institutions with name, image, and likeness transactions and acts as a ward financial clerk for his local church. 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, offering a blend of long-term investment strategies alongside options for shorter-term trading and specialized instruments.

Stephanie Rivas is a financial advisor with Equity Services, Inc. holding Series 63 and Series 66 licenses and over 20 years of industry experience. Her prior work includes roles at National Life Group, Mass Mutual Life Insurance Company, and Prudential Insurance Company of America. She serves as Chair Elect on the Board of Directors for Finseca and is also an owner and speaker at a financial speaking engagement business. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management to a range of clients including individuals, corporations, and charitable organizations. The firm uses multiple advisory platforms and third-party asset managers, combining long-term investment strategies with options for shorter-term trading.

Joseph Scotti is a CFP® with 11 years of experience, currently serving at Equity Services, Inc. He has worked with National Life Group and Integrated Financial Concepts since 2015. Scotti is involved in educational initiatives related to pension and insurance topics, producing videos and providing guidance to professionals on retirement portfolios and pension planning. Equity Services, Inc., operating as ESI Financial Advisors, offers financial planning, consulting, and asset management services to a range of clients including individuals, corporations, trusts, and 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.

John Welch Sr. is a CFP®, ChFC®, and Series 63 credentialed advisor with 44 years of industry experience. He is currently with Equity Services, Inc. and National Life Group, having also worked at SagePoint Financial from 2014 to 2020. Welch participates in community activities as a volunteer finance committee member for Mt. Tabor United Methodist Church. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to a broad clientele including individuals, corporations, and charitable organizations. 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.

Thomas Gape is a financial advisor with Equity Services, Inc., holding a Series 66 license and one year of industry experience. His prior work history includes roles at National Life Group, Mass Mutual, and Schuberts II Inc. Outside of his advisory work, he is also engaged as an insurance agent. 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, frequently utilizes third-party asset managers and model portfolios, and manages both discretionary and non-discretionary accounts.

Robert Thompson is a ChFC®-designated financial advisor with Equity Services, Inc. in Lincoln, Nebraska, where he has worked since 1974, accumulating 52 years of industry experience. He serves as chairman of the board for People Link, a nonprofit organization involved in Christian missionary activity. Thompson also operates a sole proprietorship offering insurance products including life, disability, medical, long-term care, and annuities. 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, often utilizing third-party asset managers and model portfolios, and combines long-term investment strategies with options for shorter-term trading and specialized instruments.

Vivia Strome is a financial advisor at Equity Services, Inc. with 14 years of industry experience. She holds Series 63 and Series 66 credentials and has previously worked at firms including Thrivent Financial and Principal Securities Inc. Outside of her advisory role, she is a partner in a preschool in Santa Rosa, California. 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 uses third-party asset managers and model portfolios to deliver a range of investment strategies combining long-term and shorter-term approaches.

Christopher Recht is a financial advisor with Equity Services, Inc. (ESI Financial Advisors) and holds a Series 65 designation. He has 17 years of industry experience, including prior roles at Ameritas Investment Corp and National Life. Recht is also president of Innovative Financial Services Inc. and serves as a driver operator/paramedic for Palm Beach County Fire Rescue. Equity Services, Inc. provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans, offering multiple advisory platforms and a mix of discretionary and non-discretionary asset management approaches.

Jennifer Vinovich is a financial advisor at Equity Services, Inc. with eight years of industry experience. She holds Series 63 and Series 65 licenses and has worked with National Life Group and Truewealth Advising Group. Outside of finance, she serves as president of Birdie Time Golf, LLC, which facilitates youth golf camps and instruction, and is a board member of the Fellowship of Christian Athletes and the White Hawk Country Club Homeowners Association. 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 combining long-term investment strategies with options for shorter-term trading, serving clients through a network of investment adviser representatives.