Anthony De Gerolamo is a CFP® professional with 32 years of industry experience currently affiliated with Equity Services, Inc. He has held positions at firms including National Life Group, Allstate Insurance Co, and LPL Financial. He also owns and operates DeGerolamo Financial Strategies. De Gerolamo serves on the membership committee of Riverton Country Club. 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 strategies with options for shorter-term trading, and utilizes third-party asset managers and model portfolios.

Michael Robinson is a ChFC® credentialed financial advisor with over 21 years of industry experience. He is currently with Equity Services, Inc. and has previously worked at TruOak Financial Partners LLC, Apogee Financial Partners, and Raymond James Financial Services, Inc. Outside of finance, he has provided guest services at Mercedes Benz Stadium and worked as a ramp agent for Delta Airlines. Equity Services, Inc. (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, serving clients through a network of investment adviser representatives.

Paul Haldeman is a financial advisor with Equity Services, Inc. (ESI Financial Advisors) based in Latham, NY. He holds a Series 63 designation and has 15 years of industry experience. Prior to joining Equity Services in 2018, he worked at Transamerica Financial Advisors and World Financial Group. He is also active with Thoroughbred Advisors, LLC, where he serves as an insurance agent. Equity Services, Inc. offers financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm combines long-term investment strategies with options for shorter-term trading, utilizing multiple advisory platforms and third-party asset managers.

Francis Hamill is a financial advisor with Equity Services, Inc. in Binghamton, NY, holding 46 years of industry experience since 1980. He is also involved with NPA Financial, LLC, where he sells life insurance and annuities. 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 both discretionary and non-discretionary management approaches through a network of investment adviser representatives.

Daesung Ji is a financial advisor at Equity Services, Inc. with one year of industry experience. He holds a Series 66 designation and has worked at Worthington Financial Partners and KP Stoneymill Inc. Ji serves as treasurer and board member for the Korean Community Service Center for Greater Washington. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to a wide range of clients, including individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms emphasizing long-term strategies with options for shorter-term trading and utilizes third-party asset managers.

Ryan Roy is a financial advisor with Equity Services, Inc. He holds a Series 66 designation and has been active in the financial industry since 2021, including roles at Wise Financial LLC. Outside of finance, he has experience working in legal services at Razzano Law, PLLC. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to a diverse client base including individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm employs multiple advisory platforms that combine long-term investment strategies with options for shorter-term trading and specialized instruments, and operates as both a broker-dealer and SEC-registered investment adviser.

Samuel Audy is a financial advisor at Equity Services, Inc. with one year of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including National Life Group and The Tranel Financial Group. Outside of his advisory role, he is involved as an insurance agent with Lakeshore Financial Group and National Life. 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 variety of third-party asset managers and model portfolios, combining long-term strategies with options for shorter-term trading.

Jeffrey Johansen is a financial advisor with Equity Services, Inc. in South Jordan, UT, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. His previous work includes roles at National Life Group, Penn Mutual Life Insurance Company, and Hornor Townsend & Kent Inc. In addition to his advisory work, he is involved with several insurance agencies. 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 and specialized instruments.

Jeffrey Klatzko is a financial advisor at Equity Services, Inc. with 20 years of industry experience. He holds a Series 66 designation and has previously worked at Merrill Lynch and Northwestern Mutual. Outside of his advisory role, he is involved with the Palm Beach Gardens Youth Athletic Association and serves on the board of the William T. Dwyer High School Finance Academy. 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 uses third-party asset managers, combining long-term strategies with options for shorter-term trading.

Grant Shaffer is a financial advisor at Equity Services, Inc. with 21 years of industry experience. He holds the Series 66 designation and has worked at Wells Fargo Advisors, Wells Fargo Clearing, and National Life Group prior to joining Equity Services. He is also active as an insurance agent with Lakeshore Financial Group and National Life. 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 third-party asset managers and combines long-term strategies with options for shorter-term trading and specialized instruments.

Matthew Lempa Jr. is a ChFC® credentialed financial advisor with 37 years of industry experience, currently associated with Equity Services, Inc. since 2000. He is also licensed as an insurance agent, selling life, health, disability, and long-term care insurance through his involvement with Evolution Financial Group and AZenith Financial Group. Equity Services, Inc. operates as a dual-registered broker-dealer and SEC-registered investment adviser, providing 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.

Trystan Maddalena is a financial advisor at Equity Services, Inc. with one year of industry experience. He holds the Series 66 designation and has prior work experience including roles at The Vermont Agency and Vermont Tent Company. Outside of his advisory duties, Maddalena coaches boys' hockey at Essex High School. 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 and specialized instruments, utilizing both discretionary and non-discretionary management approaches.

Derek Mccord is a financial advisor with Equity Services, Inc. (ESI Financial Advisors) based in Cary, NC. He holds a Series 66 designation and has two years of industry experience. Prior to joining Equity Services, Derek worked at National Life Group and MassMutual in various capacities. Outside of his advisory role, he is a product advocate for health and wellness products through Melaleuca, Inc. Equity Services, Inc. provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm employs multiple advisory platforms and uses third-party asset managers and model portfolios to offer a blend of long-term strategies and specialized investment options.

Timothy Blackham is a ChFC® with over 21 years of industry experience, currently serving with Equity Services, Inc. He has held positions at firms including National Life Group, Penn Mutual Life Insurance Company, and Hornor, Townsend & Kent, LLC. Outside of his advisory roles, Mr. Blackham is co-founder and COO of the Gift of Glove Foundation, a nonprofit focused on collecting equipment for donation. 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 charitable organizations. The firm offers multiple advisory platforms featuring third-party asset managers and model portfolios, combining long-term strategies with options for shorter-term trading.

Elizabeth Hoffman is a financial advisor at Equity Services, Inc. with one year of industry experience. She holds a Series 66 designation and has held positions at Equity Services, The Vermont Agency, and Equitable Advisors, LLC. Prior to her advisory career, her work history includes roles in healthcare, retail, and education. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to a diverse client base including individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm combines long-term investment strategies with the option for shorter-term trading and specialized instruments, utilizing multiple advisory platforms and third-party asset managers.

Barry Brown is a financial advisor at Equity Services, Inc. in Columbus, OH, with 32 years of industry experience. He holds a Series 63 designation and has been with Equity Services since 2014. Outside of his advisory work, he is involved as a partner in a self-storage business and a real estate investment company that buys, renovates, and sells or rents residential properties. Equity Services, Inc., doing business as ESI Financial Advisors, provides financial planning, consulting, and asset management to a wide range of clients including individuals, corporations, trusts, and charitable organizations. The firm blends long-term investment strategies with options for shorter-term trading and utilizes multiple advisory platforms and third-party asset managers.

Marcelino Villaflor Jr. is a financial advisor with Equity Services, Inc., holding Series 63, 65, and 66 licenses and bringing 10 years of industry experience. His prior roles include positions at LPL Financial, National Life Group, and Royal Wealth Management. Outside of his advisory work, he is involved as a coach and substitute teacher at a Catholic high school in the Diocese of Richmond. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to a wide range of clients including individuals, corporations, and charitable organizations. The firm offers multiple advisory platforms that utilize third-party asset managers and model portfolios, combining long-term strategies with options for shorter-term trading.

Patricia Lucas is a financial advisor with Equity Services, Inc. in Roanoke, VA, holding Series 63 and Series 65 licenses and with 26 years of industry experience. Her career includes roles at National Life Group, Metlife Securities, and Metropolitan Life Insurance Company. Outside of her advisory work, she serves as an administrator for a local food pantry affiliated with Feeding America, coordinating food orders and distribution. Equity Services, Inc., also known 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 third-party asset managers and model portfolios, combining long-term investment strategies with options for shorter-term trading.

Austin Park is a financial advisor with Equity Services, Inc. in Chicago, IL, holding a Series 66 credential and 11 years of industry experience. His prior roles include positions at Edward Jones and Pruco Securities, LLC. He is also involved in the sales and servicing of life and fixed annuity products. 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 investment strategies with options for shorter-term trading and specialized instruments.

Thomas Kasprzak is a financial advisor with Equity Services, Inc. and holds Series 63 and Series 66 credentials. He has over 31 years of industry experience, having worked with Equity Services since 1994 and National Life of Vermont since 1993. Kasprzak serves as a voting board member for Hope Cemetery Corp and is involved with the nonprofit Friends of Hope Cemetery & Woods. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management to a wide range of clients including individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm combines long-term investment strategies with diverse advisory platforms and frequently utilizes third-party asset managers.