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.

Stephen Smith is a financial advisor with Equity Services, Inc., holding Series 63 and Series 65 credentials and 17 years of industry experience. He has worked at Equity Services Inc. and National Life Group since 2018 and previously at Pruco Securities LLC and The Prudential Insurance Company of America. Outside of his advisory role, he is involved in insurance sales under the DBA Evolution Financial Group and owns a social media lead generation business targeting the automotive industry. 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 that incorporate third-party asset managers and model portfolios, blending long-term strategies with options for shorter-term trading and specialized instruments.

Brian Weyman is a financial advisor with Equity Services, Inc. (ESI Financial Advisors) in Marlton, NJ, holding Series 63 and Series 65 licenses and possessing 18 years of industry experience. His prior work includes roles at National Life Group, AXA Advisors LLC, and Mutual of Omaha. Outside of his advisory role, he is involved in several other business activities, including residential home appraisals and services that assist companies with professional employer organizations, as well as a partnership focused on college funding advice. 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, utilizes third-party asset managers and model portfolios, and manages a mix of discretionary and non-discretionary client programs.

Sean Lore is a financial advisor at Equity Services, Inc. with 29 years of industry experience. He holds Series 63 and Series 65 registrations and has worked at firms including National Life Group, Citizens Securities, Inc., and PNC Investments LLC. Outside of his advisory role, he is also an insurance agent with Evolution 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, utilizes third-party asset managers and model portfolios, and combines long-term strategies with options for shorter-term trading and specialized instruments.

Sheena Marston is a financial advisor with Equity Services, Inc. who holds Series 63 and Series 65 credentials and has four years of industry experience. She has worked at Equity Services, Inc. since 2022 and with Nationallife Group since 2021. Outside of her advisory roles, she is a partner in a business providing parents with advice on college financing and works as a part-time fitness trainer. 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 utilizes multiple advisory platforms with a mix of long-term strategies and discretionary or non-discretionary third-party management, and incorporates broker-dealer activities alongside its advisory services.

Nicholas Mondak is a financial advisor at Equity Services, Inc. with one year of industry experience. He holds the Series 66 designation and has worked previously with National Life Group and at Calloway's Restaurant and Bar. Outside of his advisory role, he is involved as an assistant baseball coach with the New Jersey Marlins, supporting winter workouts and player development. 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 with a blend of long-term strategies and options for shorter-term trading, utilizing a network of investment adviser representatives and third-party asset managers.