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Dennis D
Series 66
Chicago, IL
Equity Services, inc.
Dennis Dine is a financial advisor with Equity Services, Inc. and holds a Series 66 designation. He has 16 years of industry experience and has worked at firms including Lakeshore Financial Group, Money Concepts Capital Corp., and Edward Jones. Outside of his advisory work, he serves as Minister of Care at St John of the Cross Parish in Western Springs, IL. 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, often utilizing third-party asset managers and model portfolios that combine long-term strategies with options for shorter-term trading.
Sean L
Series 66
Chicago, IL
Equity Services, inc.
Sean Lawless is a financial advisor at Equity Services, Inc. in Chicago, IL. He holds a Series 66 designation and has been in the industry since 2025. Lawless also has a background in education, having been affiliated with DePauw University, Lake Forest College, and New Trier High School since 2016. 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 combines long-term investment strategies with options for shorter-term trading and specialized instruments.
Thomas M
Series 66
Chicago, IL
Equity Services, inc.
Thomas Morin is a Series 66-licensed financial advisor at Equity Services, Inc. with six years of industry experience. He previously worked at RSM US LLP and Illinois State University. Morin is also involved as an insurance agent and manages his own financial firm, Morin Financial LLC. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management to a diverse client base including individuals, corporations, and charitable organizations. The firm offers multiple advisory platforms, often utilizing third-party asset managers and model portfolios, combining long-term investment strategies with options for shorter-term trading.
Walter P
ChFC®, Series 63
Chicago, IL
Equity Services, inc.
Walter Parenti is a ChFC® with 39 years of industry experience, currently serving at Equity Services, Inc. since 1986. He has worked with National Life of Vermont since 1987. Outside of his advisory role, he is a part-owner of commercial and mixed-use real estate with his family. 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 combines primarily long-term investment strategies with options for shorter-term trading and specialized instruments.
Jennifer V
Series 65, Series 63
Chicago, IL
Equity Services, inc.
Jennifer Vinovich is a financial advisor at Equity Services, Inc. with eight years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Equity Services since 2018, alongside roles with National Life Group, Truewealth Advising Group, and Hilbrich Law Firm. Outside of her advisory work, she is involved in community activities including serving on the board of the Fellowship of Christian Athletes and facilitating youth golf camps through Birdie Time Golf, LLC. 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 provides multiple advisory platforms and works with third-party asset managers, combining long-term investment strategies with options for shorter-term trading and specialized instruments.
Matthew M
Series 66
Chicago, IL
Equity Services, inc.
Matthew Mccormick is a financial advisor at Equity Services, Inc. with nine years of industry experience. He holds a Series 66 designation and has worked previously at Edward Jones. Mccormick is also president of an S corporation related to Lakeshore Financial 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 employer retirement plans through a network of investment adviser representatives. 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.
Michael N
CFA®, Series 63
Chicago, IL
Equity Services, inc.
Michael Nicholas IV is a CFA® charterholder and Series 63 licensee based in Chicago, IL, with two years of industry experience. He has held positions at Equity Services, Inc., National Life Group, and Northern Trust Company. He serves on the Emerging Leaders Board for Bounce Children's Foundation, a nonprofit supporting families with children with disabilities. 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 utilizes multiple advisory platforms and third-party asset managers, offering a combination of long-term investment strategies and options for shorter-term trading.
Kena C
Series 63, Series 65
Chicago, IL
Equity Services, inc.
Kena Contractor is a financial advisor at Equity Services, Inc. with 15 years of industry experience. She holds Series 63 and Series 65 designations and has worked at firms including Mass Mutual Investors Services, Transamerica Financial Advisors, and World 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 utilizes third-party asset managers and model portfolios, combining long-term strategies with options for shorter-term trading and specialized instruments.
Samuel A
Series 63, Series 65
Chicago, IL
Equity Services, inc.
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.
Austin P
Series 66
Chicago, IL
Equity Services, inc.
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.
Matteo V
Series 63, Series 65
Chicago, IL
Equity Services, inc.
Matteo Vitale is a financial advisor at Equity Services, Inc. with two years of industry experience. He holds the Series 63 and Series 65 credentials and has worked at several firms including National Life Group and Mutual of Omaha Investor Services. Outside of his advisory role, Vitale is involved in nonprofit activities as a volunteer presenter for Credit Abuse Resistance Education (C.A.R.E.) and serves on the Emerging Leaders Board for the Bounce Children’s Foundation. 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.
Thomas G
Series 63, Series 65
Chicago, IL
Equity Services, inc.
Thomas Gilboy is a financial advisor at Equity Services, Inc. with 15 years of industry experience. He holds the Series 63 and Series 65 credentials and has worked with firms including National Life and Metlife Securities. Outside of his advisory role, he provides consulting services to business owners to support their growth. Equity Services, Inc., operating as ESI Financial Advisors, offers 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 asset managers, and combines long-term strategies with options for shorter-term trading across both discretionary and non-discretionary client programs.
Derek S
Series 63, Series 66
Chicago, IL
Equity Services, inc.
Derek Slater is a financial advisor at Equity Services, Inc. with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked with MML Investors Services LLC and MassMutual Life Insurance Co. In addition to his advisory role, he is also active as an insurance agent with National Life Group and Lakeshore Financial Group. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to a diverse range of clients including individuals, corporations, and charitable organizations. The firm offers multiple advisory platforms utilizing third-party asset managers and combines long-term investment strategies with options for shorter-term trading.
G. N
ChFC®, Series 63
Chicago, IL
Equity Services, inc.
G. Nolan is a financial advisor with Equity Services, Inc. in Chicago, IL, holding the ChFC® and Series 63 designations. He has 42 years of industry experience and has been with Equity Services and National Life Insurance Co. since 1984. Nolan is also an insurance agent active in selling life, disability, and health insurance through Lakeshore Financial Group and as an independent contractor under his own name. Additionally, he has served as a board member and officer for the Chicago Metro Chapter of the Illinois CPA Society. 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, and charitable organizations. The firm combines long-term investment strategies with multiple advisory platforms and employs both discretionary and non-discretionary management approaches.
Jay W
ChFC®, Series 63, Series 65
Chicago, IL
Equity Services, inc.
Jay Weyers is a financial advisor with Equity Services, Inc. (ESI Financial Advisors) based in Chicago, IL, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 30 years of industry experience and has been with Weyers McKeever Financial Partners and Equity Services since 2015. Outside of his advisory work, he serves as a board member for a nonprofit organization, Pioneer Center for Human Services, and participates in church endowment fund committees. 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.
Gary M
CFP®, Series 63, Series 66
Chicago, IL
Equity Services, inc.
Gary McMahon is a financial advisor at Equity Services, Inc. with 17 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 66 licenses. His prior roles include positions at MetLife Securities Inc., Mass Mutual Investors Services, 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 utilizes multiple advisory platforms and third-party asset managers, combining long-term strategies with options for shorter-term trading and specialized instruments.
Colbey O
Series 66
Chicago, IL
Equity Services, inc.
Colbey Olson is a financial advisor at Equity Services, Inc., holding a Series 66 designation. He has approximately one year of industry experience and has held roles at multiple firms including Morin Financial LLC and The INS Companies. 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 a range of advisory platforms and frequently utilizes third-party asset managers and model portfolios, combining long-term strategies with options for shorter-term trading.
Cassidy A
Series 65
Chicago, IL
Equity Services, inc.
Cassidy Ammons is a financial advisor with Equity Services, Inc. (ESI Financial Advisors) based in Chicago, IL. She holds a Series 65 designation and has five years of industry experience. Prior to joining Equity Services, she worked with National Life Group and TriFound Advisory LLC. Outside of her advisory role, she is involved in insurance agency activities and media workshops through her association with Chicago Wealth. Equity Services, Inc. provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm combines multiple advisory platforms and third-party asset managers, offering a range of investment strategies that include both long-term and shorter-term options.
Scott M
Series 63, Series 65
Chicago, IL
Equity Services, inc.
Scott Mckeever is a financial advisor with Equity Services, Inc. and Weyers McKeever Financial Partners, holding Series 63 and Series 65 licenses with 24 years of industry experience. He has been with Equity Services and Weyers McKeever since 2015. Outside of his advisory roles, McKeever is involved in insurance sales, including annuities and fixed annuities, working as an agent for several insurance companies. 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 combines long-term investment strategies with options for shorter-term trading, utilizing third-party asset managers and model portfolios.
Adam B
Series 66
Chicago, IL
Equity Services, inc.
Adam Blake is a financial advisor at Equity Services, Inc. with eight years of industry experience. He holds the Series 66 designation and has previously worked at JPMorgan Chase Bank, J.P. Morgan Securities, Bank of America, and Merrill. Blake is also licensed as an insurance agent and is active with National Life and Lakeshore Financial. 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, combining long-term strategies with options for shorter-term trading, and maintains both discretionary and non-discretionary client programs.
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.
Mark J
Series 66
Chicago, IL
Equity Services, inc.
Mark Joslyn is a Series 66 licensed financial advisor with seven years of industry experience. He has been with Equity Services, Inc. since 2020 and has prior experience at National Life Group, Cambridge Investment Research, Violet Media, and Wealth Planners. Outside of his advisory role, he serves as co-trustee for family inheritance trusts and has involvement in healthcare-related business activities. 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 strategies with options for shorter-term trading and specialized instruments.
Timothy D
CFP®, Series 63, Series 66
Chicago, IL
Equity Services, inc.
Timothy Dunneback is a CFP®-certified financial advisor at Equity Services, Inc. in Chicago, IL, with 22 years of industry experience. He has been with Equity Services and National Life Group for the past 10 years, where he also sells insurance products including disability, fixed annuities, life, accident, health, and Medicare insurance. 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 model portfolios that combine long-term strategies with options for shorter-term trading, and serves clients through both discretionary and non-discretionary programs.
Nicholas V
Series 66
Chicago, IL
Equity Services, inc.
Nicholas Virgl is a financial advisor at Equity Services, Inc. with one year of industry experience. He holds a Series 66 designation and previously worked with National Life Group. Equity Services, Inc. provides financial planning, consulting, and asset management to a broad client base including 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.
Michael S
ChFC®, Series 63
Chicago, IL
Equity Services, inc.
Michael Stone is a financial advisor at Equity Services, Inc. in Chicago, IL, holding the ChFC® designation and Series 63 license with 39 years of industry experience. He has been with Equity Services, Inc. since 1986. In addition to his advisory role, Stone is an agent for several insurance companies through Lakeshore Financial Group, where he sells life, disability, and health insurance 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 offers multiple advisory platforms and frequently utilizes third-party asset managers and model portfolios, combining long-term strategies with options for shorter-term trading.
Phillip G
Series 65, Series 63
Chicago, IL
Equity Services, inc.
Phillip Gaffigan is a financial advisor at Equity Services, Inc. in Chicago, IL, holding Series 65 and Series 63 licenses. He has experience at National Life Group and PwC US Group LLP prior to joining Equity Services. 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 with a mix of long-term and shorter-term investment strategies.
John W
Series 66
Chicago, IL
Equity Services, inc.
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.
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