Dale Mullin is a CFP® professional with 23 years of experience in the financial industry. He has been with Equity Services, Inc. since 2007 and also serves as a tax manager at Whittemore, Dowen & Ricciardelli LLP, where he performs tax preparation and planning. Mullin holds the Series 63 designation and is based in Queensbury, NY. Equity Services, Inc., operating as 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, combining long-term investment strategies with options for short-term trading and specialized instruments.

Todd Neil is a financial advisor at Equity Services, Inc. with six years of industry experience. He holds the Series 63 and Series 66 licenses and has a background that includes over three decades at Garvey Auto Group prior to joining Equity Services and National Life Group in 2020. In addition to his advisory role, he is involved in the sale and service of fixed insurance products and tax preparation during tax season. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management to a range of clients including individuals, corporations, trusts, and charitable organizations. The firm utilizes multiple advisory platforms and third-party asset managers, offering a combination of long-term strategies and options for shorter-term trading.

Robert Ricciardelli is a financial advisor at Equity Services, Inc. with 26 years of industry experience. He holds a Series 63 designation and has worked at several firms including Npa Financial, Wdr Financial Services, and Whittemore, Dowen and Ricciardelli, where he is a partner in a CPA firm. Ricciardelli is also involved in insurance and tax services through Wdr Financial Services, LLC. 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 employs a mix of long-term strategies and shorter-term trading, managing a significant portfolio through both discretionary and non-discretionary programs.