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

Dawn Damelio is a CFP® with 26 years of experience in the financial industry, currently serving at Equity Services, Inc. since 2000. She also has over two decades of tenure with National Life Group. Outside of her advisory role, she is active as a speaker and presenter, creating and delivering presentations to various audiences. 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.

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.

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.

Trevor Connors is a financial advisor with Equity Services, Inc. (ESI Financial Advisors) and holds a Series 66 credential. He has two years of industry experience, including roles supporting financial planning and portfolio analysis. Outside of his advisory work, he produces short-form digital content for the TikTok Affiliate Program. Equity Services, Inc. provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm combines long-term investment strategies with options for shorter-term trading and works with multiple third-party asset managers across various advisory platforms.

David Lewicki is a financial advisor at Equity Services, Inc. with the designations ChFC® and Series 66 and four years of industry experience. He has worked at Equity Services since 2022 and also has experience with NPA Financial and DePaula Chevrolet. Lewicki serves as a board member and ambassador for the Guilderland Chamber of Commerce, where he is involved in member relations and organizational oversight. 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 operates as both a broker-dealer and SEC-registered investment adviser, offering multiple advisory platforms that include third-party asset managers and model portfolios with a mix of long-term and specialized investment strategies.

Donald Reutemann is a CFP® professional with 25 years of experience at Equity Services, Inc. He has been with the firm since 2001. Outside of his advisory role, he serves on the board of trustees for the LaSalle Institute, a nonprofit educational institution, and is chairman of the board of directors for the Albany Executives Association, a business networking group. Equity Services, Inc. (ESI Financial Advisors) provides financial planning, consulting, and asset management to a diverse 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, and combines long-term strategies with options for shorter-term trading and specialized instruments.

Brittiny Razzano is a Certified Financial Planner® with 12 years of industry experience. She is currently with Equity Services, Inc. and also serves as an attorney at Razzano Law, PLLC, a trusts and estates law firm she owns. Her work history includes roles at TSA Management Inc., Halliday Financial LLC, National Life Group, Health Management Systems, Inc., and PKS Advisory Services, LLC. 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, offering multiple advisory platforms that combine long-term strategies with options for shorter-term trading and specialized instruments.

Thomas Dolin II is a Series 63-licensed financial advisor with 13 years of industry experience. He has worked at Equity Services, Inc. since 2019 and previously held roles at National Life Group, Prudential Insurance Company of America, Pruco Securities LLC, JHFN SII, and Empire Financial. Dolin is also involved in insurance sales and financial education through his activities with NPA Financial and The Precision 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. The firm offers multiple advisory platforms including third-party asset managers and model portfolios, with a client base that includes both discretionary and non-discretionary accounts.

James Schwartz is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Equity Services, Inc. since 2008. He holds a Series 63 license and operates in Clifton Park, NY. Outside of his advisory role, Schwartz is an insurance agent for several companies, engaged in insurance sales through NPA Financial, LLC. Equity Services, Inc., doing business 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 offers multiple advisory platforms utilizing long-term strategies and third-party asset managers, with activities spanning both advisory and broker-dealer services.

Charles Reutemann is a financial advisor with Equity Services, Inc. holding CFP® and ChFC® designations and 11 years of industry experience. He has worked at Equity Services, Inc. and National Life Group since 2014. Outside of his advisory duties, he serves as president of the Financial Literacy Alliance of the Northeast, overseeing the organization’s committees and board meetings. 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, frequently utilizing third-party asset managers and model portfolios that combine predominantly long-term strategies with options for shorter-term trading.

Michael Pelella is a Series 66-registered financial advisor with Equity Services, Inc., bringing 16 years of industry experience. He has worked at National Life Group/NPA Financial and Equity Services since 2012. Outside of financial advising, Pelella serves as CFO for the Saratoga Rugby Football Club, an organization aimed at growing rugby in the Capital Region, and is involved in managing a children's art day camp through Outdoor Art Room 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 combines long-term investment strategies with options for shorter-term trading and specialized instruments, utilizing multiple advisory platforms and third-party managers.

John Kalil Jr. is a financial advisor at Equity Services, Inc. with 29 years of industry experience. He holds the Series 63 designation and has worked at firms including National Life Group, Hazard & Siegel Inc, and INVEST Financial Corp. He serves on the board of the Saratoga Snowmobile Association as Director of Grants, where he identifies funding sources and charitable giving opportunities. 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 uses multiple advisory platforms and third-party asset managers to provide a mix of long-term and shorter-term investment strategies.