Michael Chiarella is a financial advisor at Equity Services, Inc. with 14 years of industry experience. He holds the Series 63 and Series 66 designations and has worked previously at National Life, Rim Securities LLC, City National Rochdale, Eagle Strategies, NYLife Securities LLC, and New York Life Insurance Company. Outside of his advisory role, he is also an insurance agent affiliated with National Life Group. Equity Services, Inc. serves individuals, corporations, trusts, estates, charitable organizations, and retirement plans with financial planning, consulting, and asset management services. The firm combines advisory services with broker-dealer product distribution and uses a range of proprietary and third-party platforms to deliver investment management tailored to client profiles.

Roger Soo is a financial advisor at Equity Services, Inc. with 30 years of industry experience. He holds a Series 63 designation and has been with Equity Services since 1995. Outside of advisory work, he is a partner in a children’s clothing boutique in New York. Equity Services, Inc. serves individuals, corporations, trusts, estates, charitable organizations, and retirement plans with financial planning, consulting, and asset management. The firm offers investment management through a combination of proprietary and third-party platforms, emphasizing long-term asset allocation and manager-driven model portfolios.

Peter Lichtenberg is a financial advisor at Equity Services, Inc. with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Park Avenue Securities and Guardian Life Insurance Company of America. Outside of his advisory role, he is a partner at The Objective Room, a networking and marketing platform. Equity Services, Inc. serves individuals, corporations, trusts, estates, charitable organizations, and retirement plans with financial planning, consulting, and asset management services. The firm combines advisory services with broker-dealer product distribution and offers investment management through a range of proprietary and third-party platforms.

Jack Somer is a financial advisor with Equity Services, Inc. in New York, NY, holding a Series 63 designation and bringing 33 years of industry experience. His career includes long tenures at Guardian Life Insurance Company and Primerica Advisors. He also conducts outside insurance sales, focusing on long-term care, group and individual health benefits, fixed annuities, and life insurance products. Equity Services, Inc. serves individuals, corporations, trusts, estates, charitable organizations, and retirement plans with financial planning, consulting, and asset management services. The firm offers investment management through a combination of proprietary and third-party platforms, using client profile questionnaires to guide asset allocation and supporting both discretionary and non-discretionary trading strategies.

Chialin Cacanindin is a financial advisor at Equity Services, Inc. with 29 years of industry experience. She holds a Series 63 designation and has been with Equity Services since 2014. She is also a licensed insurance sales agent with National Life Insurance Company, a role she has held since 2013. Equity Services, Inc. serves individuals, corporations, trusts, estates, charitable organizations, and retirement plans with financial planning, consulting, and asset management services. The firm utilizes a range of proprietary and third-party investment platforms and combines advisory services with broker-dealer product distribution.

Vincent Colatriano is a financial advisor at Equity Services, Inc. with eight years of industry experience. He holds the Series 63 designation and has previously worked at firms including Ameritas Advisory Services, Ameritas Investment Corp, and The Prudential Insurance Company of America. Outside of his financial advisory work, he also works as an Uber driver. Equity Services, Inc. (ESI Financial Advisors) serves individuals, corporations, trusts, estates, charitable organizations, and retirement plans with financial planning, consulting, and asset management services. The firm offers investment management through a combination of proprietary and third-party platforms, emphasizing long-term asset allocation and manager-driven model portfolios while allowing for discretionary and client-approved trading.

Shana Dimarco is a financial advisor at Equity Services, Inc. with four years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at National Life Group, NYLIFE Securities LLC, and New York Life Insurance Company. Outside of her advisory role, she also works as an independent contractor for Uber Eats. Equity Services, Inc. serves individuals, corporations, trusts, estates, charitable organizations, and retirement plans with financial planning, consulting, and asset management services. The firm combines advisory services with broker-dealer product distribution and uses a range of proprietary and third-party platforms to deliver customized investment management strategies.

Douglas Pi is a financial advisor with Equity Services, Inc. and WealthBridge Financial, holding Series 63 and Series 65 licenses and possessing 44 years of industry experience. His prior roles include positions at Ameritas Investment Corp, Ameritas Life Insurance Corp, DiPaola Financial Group, and Axa Advisors. In addition to his advisory work, he is also licensed as an insurance agent. Equity Services, Inc. (ESI Financial Advisors) serves individuals, corporations, trusts, estates, charitable organizations, and retirement plans with financial planning, consulting, and asset management services. The firm combines advisory services with broker-dealer product distribution and utilizes a variety of proprietary and third-party platforms to deliver investment management tailored to client profiles.

James Feldesman is a financial advisor at Equity Services, Inc. with 34 years of industry experience. He holds a Series 63 designation and has worked at firms including Cetera Investment Advisers, National Planning Corporation, and Jadestone Financial Resources. He is also active as a broker agent affiliated with National Life Group. Equity Services, Inc. serves individuals, corporations, trusts, estates, charitable organizations, and retirement plans with financial planning, consulting, and asset management services. The firm offers investment management through a combination of proprietary and third-party platforms, employing client profile questionnaires to guide asset allocation and allowing both discretionary and non-discretionary trading.

Gary Javier is a financial advisor at Equity Services, Inc. with 28 years of industry experience. He holds a Series 63 designation and has worked at firms including National Life Group, MML Investors Services, Mass Mutual Life Insurance Company, and New York Life Insurance Co. Javier serves as CFO and Treasurer for Seniors Community Services, Inc. and is involved with the Association of Financial Educators as a member and educator. Equity Services, Inc. serves individuals, corporations, trusts, estates, charitable organizations, and retirement plans with financial planning, consulting, and asset management services. The firm offers investment management through proprietary and third-party platforms, combining advisory services with broker-dealer product distribution to provide a range of strategies tailored to client profiles.

Frank Savelli is a financial advisor with Equity Services, Inc. in New York, NY, holding a Series 63 designation and bringing 28 years of industry experience. He has worked at Equity Services since 2002 and has longstanding affiliations with National Life of Vermont, S & C Agency Inc, and Penn Mutual Insurance Company. Outside of his advisory role, Savelli is involved in financial education for medical residents and serves as a trustee for the Savelli Family Trust. Equity Services, Inc. serves individuals, corporations, trusts, estates, charitable organizations, and retirement plans with financial planning, consulting, and asset management services. The firm employs a combination of proprietary and third-party platforms to deliver investment management, offering both discretionary and client-approved trading strategies focused on long-term allocations and manager-driven model portfolios.

Zachary Fuld is a financial advisor at Equity Services, Inc. with seven years of industry experience and holds a Series 66 designation. His career includes roles at National Life Group, Guardian Life Insurance Company, and Park Avenue Securities. He serves as a board member for Congregation Beth Sholom-Synagogue. Equity Services, Inc. provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and retirement plans. The firm combines advisory services with broker-dealer product distribution and offers investment management through proprietary and third-party platforms, emphasizing long-term allocations and customizable trading strategies.

Marc Horowitz is a financial advisor with Equity Services, Inc. in Bronx, NY, holding a Series 63 license and 10 years of industry experience. His prior roles include positions at National Life Group, Prudential Insurance Company of America, Allstate Insurance Co, and New York Life Insurance Company. He is also licensed to sell life, health, annuity, long-term care, and disability insurance through his separate business, Evolution Financial Group. Equity Services, Inc. serves individuals, corporations, trusts, estates, charitable organizations, and retirement plans with financial planning, consulting, and asset management services. The firm offers investment management through a combination of proprietary and third-party platforms, emphasizing long-term allocations and manager-driven model portfolios alongside flexible trading strategies.

Richard Donado is a ChFC® credentialed financial advisor with 26 years of industry experience. He is currently affiliated with Equity Services, Inc. and National Life Group, where he holds roles including CEO and general agent of WealthBridge Financial Group and co-owner of InsureTech Brokerage LLC. His prior experience includes positions at Mass Mutual Investors Services and MassMutual Life Insurance Company. Equity Services, Inc. serves individuals, corporations, trusts, estates, charitable organizations, and retirement plans with financial planning, consulting, and asset management services. The firm employs a combination of proprietary and third-party investment platforms and offers both discretionary and client-approved trading strategies.

Marc Alessandro is a financial advisor at Equity Services, Inc. with 18 years of industry experience. He holds a Series 63 designation and has worked previously at Prudential Insurance Company of America and National Life Group. Outside of his advisory role, he is also involved as an insurance agent with Integrated Financial Concepts. Equity Services, Inc. serves individuals, corporations, trusts, estates, charitable organizations, and retirement plans with financial planning, consulting, and asset management services. The firm combines advisory services with broker-dealer product distribution and employs a variety of proprietary and third-party investment platforms to deliver tailored investment management solutions.

Anthony Nappi Jr. is a financial advisor with Equity Services, Inc. in New York, NY, holding a Series 63 designation and bringing 34 years of industry experience. He has been affiliated with National Life Group and Equity Services, Inc. since 2010. Outside of his advisory work, he serves on the board of directors for Tucci Limited, a baseball bat company that supplies Major League Baseball players, where he focuses on business development and strategic partnerships. Equity Services, Inc. serves individuals, corporations, trusts, estates, charitable organizations, and retirement plans with financial planning, consulting, and asset management services. The firm offers investment management through a combination of proprietary and third-party platforms, emphasizing long-term asset allocation and manager-driven model portfolios while accommodating various trading strategies and client restrictions.

Orlando Orengo is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and five years of industry experience. His prior roles include positions at The Prudential Insurance Co. of America, PRUCO Securities, Nylife Securities, and New York Life Insurance. Orengo is also a member of Orengo Consulting Agency, an entity related to his LPL business activities. LPL Enterprise provides advisory services through a large network of investment adviser representatives to individuals, retirement plans, charitable organizations, and corporate clients. The firm offers financial planning, access to model portfolios, and third-party asset management programs, alongside a broad range of securities and insurance products through affiliated broker-dealer and insurance agencies.

Mark Pollock is a financial advisor with Equity Services, Inc., holding a Series 66 license and two years of industry experience. His prior roles include positions at National Life Group, Park Avenue Securities, Guardian Life Insurance Company, Forest Hills Financial Group, and New York Life Insurance Company. Outside of his advisory work, he is involved as an agent in the sales and service of life, health, and fixed annuity insurance products through Wealthbridge Financial Group. Equity Services, Inc. serves individuals, corporations, trusts, estates, charitable organizations, and retirement plans with financial planning, consulting, and asset management. The firm offers investment management through both proprietary and third-party platforms, combining advisory services with broker-dealer product distribution.