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.

Shaojin Guo is a financial advisor at Equity Services, Inc. He holds Series 63 and Series 65 licenses and has one year of industry experience. His prior work includes roles at National Life Group, Morgan Stanley, and several other organizations. 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 offers multiple advisory platforms utilizing a combination of long-term strategies and third-party asset managers.

Jeffrey Wolfe is a financial advisor at Equity Services, Inc. with 19 years of industry experience. He holds the Series 66 designation and has previously worked at firms including Morgan Stanley, UBS Financial Services, and New York Life Insurance Co. Wolfe is also licensed as an insurance agent through True Path Financial and Insurance Services. 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 advisory programs that combine long-term strategies with options for shorter-term trading and utilize multiple third-party asset managers and model portfolios.

Mark Jacoby is a financial advisor at Equity Services, Inc. with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Morgan Stanley Smith Barney LLC, Morgan Stanley Private Bank, Bank of America, and Merrill. In addition to his advisory role, he is involved with True Path Financial in an insurance and investment relationship capacity. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to a range of clients including individuals, corporations, trusts, estates, and charitable organizations. 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.

Michael Byrne is a financial advisor at Equity Services, Inc. with 12 years of industry experience. He holds the ChFC® designation and Series 66 license. His prior experience includes roles at True Path Financial, MML Investor Services, and Mass Mutual. Outside of his advisory work, he serves as a committee head for an organization focused on raising awareness of Alzheimer's disease. 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 employs third-party asset managers and model portfolios, and combines long-term strategies with options for shorter-term trading and specialized instruments.

Britton Hammock is a financial advisor at Equity Services, Inc. with two years of industry experience. He holds the Series 66 designation and has previously worked at National Life Group, Northwestern Mutual, and VS Associates. Outside of his advisory role, he is involved as an insurance agent with True Path Financial and Insurance Services. 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 employs third-party asset managers and model portfolios, balancing long-term strategies with options for shorter-term trading and specialized instruments.

Jeffrey Parmer is a financial advisor with Equity Services, Inc. based in Irvine, CA. He holds Series 63 and Series 65 licenses and has four years of industry experience. Prior to joining Equity Services, he worked at National Life Group and New York Life, and he has been involved with Great Magic Productions since 1981. 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, frequently utilizing third-party asset managers and model portfolios, and operates with both discretionary and non-discretionary client programs.

Adrian Gomez is a Series 65-licensed financial advisor with three years of industry experience, currently associated with Equity Services, Inc. He previously worked at The Walt Disney Company for nine years. In addition to his advisory role, Adrian is also involved in insurance sales and services through multiple entities. Equity Services, Inc., operating as ESI Financial Advisors, offers financial planning, consulting, and asset management services to a diverse client base including individuals, corporations, trusts, and charitable organizations. 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 Barnes is a Series 66-licensed financial advisor with four years of industry experience. He has worked at Equity Services, Inc. since 2021 and previously held roles at National Life Group, MML Investors Services LLC, and MassMutual. Barnes is a managing director and partner at True Path Financial and Insurance Services, where he recruits, trains, and develops advisors alongside personal production. 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, often utilizing third-party asset managers and model portfolios, and manages a combination of discretionary and non-discretionary client accounts.

Erwin Prieto is a financial advisor with Equity Services, Inc. in Irvine, CA, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. His work history includes roles at National Life Group, MML Investors Services LLC, and MassMutual Life Insurance Company. He is also involved in insurance sales, educating clients on life, disability, long-term care, fixed annuities, and health insurance products. Equity Services, Inc., operating as ESI Financial Advisors, offers financial planning, consulting, and asset management to a diverse client base including individuals, corporations, trusts, estates, and charitable organizations. The firm provides multiple advisory platforms, often utilizing third-party asset managers and model portfolios, and combines various investment strategies with both discretionary and non-discretionary management options.