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Homer G
Series 63, Series 65
Roanoke, VA
Equity Services, inc.
Homer Garrison Jr. is a financial advisor with Equity Services, Inc., holding Series 63 and Series 65 licenses and three years of industry experience. His prior positions include roles at Wells Fargo Clearing, Wells Fargo Bank, and National Life Group. He is also involved with several business ventures, including insurance agency work and tax preparation services. 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 that combine long-term investment strategies with options for shorter-term trading and uses third-party asset managers and model portfolios.
Kyle D
Series 66
Roanoke, VA
Equity Services, inc.
Kyle Duffer is a financial advisor with Equity Services, Inc. He holds a Series 66 designation and has two years of industry experience. Prior to joining Equity Services, he worked at Thrivent Financial and Thrivent Investment Management Inc. Duffer also served in the United States Army for 27 years. Outside of his advisory role, he owns and operates a sheep farming business and is active in his local community as a deacon and vice president of civic organizations. 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 utilizing third-party asset managers and model portfolios, combining long-term strategies with options for shorter-term trading.
Cameren A
Series 65
Roanoke, VA
Equity Services, inc.
Cameren Asherbranner is a financial advisor with Equity Services, Inc. holding a Series 65 credential and one year of industry experience. He has worked with firms including National Life Group, Cornerstone Advisor Group, and New York Life. Outside of financial advising, he serves as Vice President at Business Network International and is involved with Young Catholic Professionals. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, integrates third-party asset managers, and combines long-term strategies with options for shorter-term trading.
Barry W
ChFC®, Series 63
Roanoke, VA
Equity Services, inc.
Barry Wirt is a ChFC® credentialed financial advisor with 44 years of industry experience. He has been with Equity Services, Inc. and National Life since 1993. In addition to his advisory role, Wirt is involved in life and health insurance sales through multiple entities in Roanoke, VA, where he has served as an agent and executive officer. 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, often utilizing third-party asset managers and model portfolios, with a mix of long-term strategies and options for shorter-term trading.
Clayton N
Series 63, Series 65
Roanoke, VA
Equity Services, inc.
Clayton Nash is a financial advisor with Equity Services, Inc. (ESI Financial Advisors) in Roanoke, VA, holding Series 63 and Series 65 licenses and accumulating 10 years of industry experience. He has worked at National Life Group since 2019 and previously at Commonwealth Financial Network and MetLife Securities. Outside of his advisory role, Nash is involved in insurance sales and tax preparation through several business entities he owns or operates. 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 often utilizing third-party asset managers and model portfolios, blending long-term strategies with options for shorter-term trading.
Daniel E
Series 65
Roanoke, VA
Equity Services, inc.
Daniel Evans is a financial advisor at Equity Services, Inc. with a Series 65 credential and four years of industry experience. His prior work includes roles at Knights of Columbus Insurance and National Life Group, as well as eight years of service in the United States Navy. Outside of his advisory duties, Evans serves as a volunteer leader for Trail Life USA Troop VA-8231 and is involved in educational seminars with The Society of Financial Awareness. 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 manages a significant portion of assets on both discretionary and non-discretionary bases.
Marcelino V
Series 63, Series 65, Series 66
Roanoke, VA
Equity Services, inc.
Marcelino Villaflor Jr. is a financial advisor with Equity Services, Inc., holding Series 63, 65, and 66 licenses and bringing 10 years of industry experience. His prior roles include positions at LPL Financial, National Life Group, and Royal Wealth Management. Outside of his advisory work, he is involved as a coach and substitute teacher at a Catholic high school in the Diocese of Richmond. 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, and charitable organizations. The firm offers multiple advisory platforms that utilize third-party asset managers and model portfolios, combining long-term strategies with options for shorter-term trading.
Patricia L
Series 63, Series 65
Roanoke, VA
Equity Services, inc.
Patricia Lucas is a financial advisor with Equity Services, Inc. in Roanoke, VA, holding Series 63 and Series 65 licenses and with 26 years of industry experience. Her career includes roles at National Life Group, Metlife Securities, and Metropolitan Life Insurance Company. Outside of her advisory work, she serves as an administrator for a local food pantry affiliated with Feeding America, coordinating food orders and distribution. Equity Services, Inc., also known as ESI Financial Advisors, provides financial planning, consulting, and asset management services to a broad client base including 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 investment strategies with options for shorter-term trading.
Todd H
Series 63, Series 65
Roanoke, VA
Equity Services, inc.
Todd Hearp is a financial advisor with Equity Services, Inc. holding Series 63 and Series 65 licenses and has 32 years of industry experience. He has been with Equity Services since 1993 and has maintained an affiliation with National Life since 1989. Hearp is involved in several nonprofit and community activities, including serving on the boards of the American Cancer Society’s Swing for a Cure and the Lanto Griffin Foundation, which supports junior golf. 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 blends long-term investment strategies with options for shorter-term trading and frequently utilizes third-party asset managers and model portfolios.
Derek C
Series 63, Series 66
Roanoke, VA
Equity Services, inc.
Derek Carter is a financial advisor with Equity Services, Inc. (ESI Financial Advisors) in Roanoke, VA, holding Series 63 and Series 66 designations and 14 years of industry experience. He has worked at Equity Services, National Life Group, and AXA Advisors. Outside of his advisory roles, he is also involved in insurance sales and works as a shuttle driver. Equity Services, Inc. provides financial planning, consulting, and asset management to a broad range of clients, including 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 predominantly long-term strategies with options for discretionary and non-discretionary management.
Roy R
Series 63, Series 65
Roanoke, VA
Equity Services, inc.
Roy Roberson Jr. is a financial advisor with Equity Services, Inc. (ESI Financial Advisors) in Roanoke, VA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been affiliated with Fairway Financial Partners LLC and Equity Services, Inc. since 2012 and has operated Roberson Financial Services since 1999. Outside of his advisory roles, he serves as a boys basketball head coach at Sanderson High School in Raleigh, NC. 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, frequently utilizing third-party asset managers and model portfolios, and combines long-term strategies with options for shorter-term trading and specialized instruments.
Nicholas A
Series 63, Series 65
Roanoke, VA
Equity Services, inc.
Nicholas Abbate is a financial advisor at Equity Services, Inc. with five years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked with National Life Group, Knights of Columbus Asset Advisors, and served in the United States Air Force. Outside of his advisory work, he is involved as a director of The Abbate Foundation, a charitable organization, and co-owns a YouTube channel focused on promoting financial literacy. 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 investment strategies with options for shorter-term trading and specialized instruments.
Vincent N
Series 66
Roanoke, VA
Equity Services, inc.
Vincent Nguyen is a financial advisor at Equity Services, Inc. with a Series 66 designation and one year of industry experience. Prior to joining Equity Services, he held roles at several organizations including OSAIC, Dracoulis Financial Group, and MarketSource Inc. He has also been involved with the Clover Hill High School Choral Boosters. 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 combining long-term investment strategies with options for shorter-term trading and specialized instruments, and it operates both as a broker-dealer and an SEC-registered investment adviser.
Cory C
Series 65
Roanoke, VA
Equity Services, inc.
Cory Cook is a financial advisor with Equity Services, Inc. He holds a Series 65 designation and has three years of industry experience. His prior roles include positions at Knights of Columbus Asset Advisors LLC, Knights of Columbus Insurance, and National Life Group. Outside of his advisory work, Cook volunteers with the nonprofit organization Trail Life USA Troop VA-0313. 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 combines multiple advisory platforms and third-party asset managers, employing predominantly long-term investment strategies alongside options for shorter-term trading.
William S
Series 66
Roanoke, VA
Equity Services, inc.
William Solan is a financial advisor at Equity Services, Inc. with three years of industry experience. He holds the Series 66 designation and has worked at firms including Ameriprise and National Life Group. In addition to his advisory role, Solan is an agent with insurance-related business activities at Cornerstone Advisor Group LLC and King Brokerage of Virginia LLC. 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 a range of third-party asset managers and model portfolios, combining long-term strategies with options for shorter-term trading and specialized instruments.
Kathleen T
CFP®, Series 66
Roanoke, VA
Equity Services, inc.
Kathleen Tillman is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Equity Services, Inc. She has worked at firms including National Life Group, Northwestern Mutual Investment Services LLC, and LPL Financial LLC. Outside of her advisory role, she holds positions related to tax and bookkeeping and serves as treasurer for a nonprofit organization. Equity Services, Inc. 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 combines long-term strategies with options for shorter-term trading.
Eugene C
Series 63, Series 66
Roanoke, VA
Equity Services, inc.
Eugene Colligan is a financial advisor at Equity Services, Inc. with 13 years of industry experience. He holds Series 63 and Series 66 credentials and has worked previously at firms including National Life Group, MML Investors Services, TIAA, and Klaren Capital. Outside of his advisory role, he is a martial arts instructor at The Fighters Garage. 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 combine predominantly long-term investment strategies with options for shorter-term trading and specialized instruments, operating as both a broker-dealer and SEC-registered investment adviser.
Christian D
Series 65
Roanoke, VA
Equity Services, inc.
Christian Decesaris is a financial advisor with Equity Services, Inc. He holds a Series 65 designation and has one year of industry experience. Prior to joining Equity Services, Decesaris worked at Cornerstone Advisor Group, National Life Group, and JPMorgan Chase. He is a member of the Young Catholic Professionals Washington D.C. chapter. 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.
David J
Series 63, Series 65
Roanoke, VA
Equity Services, inc.
David Jackson is a financial advisor with Equity Services, Inc. in Roanoke, VA, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been associated with both National Life of Vermont and Equity Services since 2001. Outside of his advisory role, Jackson serves as a director for two public golf clubs in South Carolina and is involved in the management of independent life and annuity agencies. 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 retirement plans. The firm offers multiple advisory platforms and frequently utilizes third-party asset managers, combining long-term investment strategies with options for shorter-term trading and specialized instruments.
Robert H
Series 65
Roanoke, VA
Equity Services, inc.
Robert Howard is a financial advisor at Equity Services, Inc. with four years of industry experience. He holds the Series 65 designation and has worked at firms including Knights of Columbus Insurance and National Life Group. Outside of his advisory role, he serves on the board of Special Angler Inc., a nonprofit providing access to fishing tournaments for individuals with special needs. Equity Services, Inc., operating as ESI Financial Advisors, offers financial planning, consulting, and asset management to a diverse client base including individuals, corporations, trusts, and charitable organizations. The firm employs multiple advisory platforms and third-party asset managers, combining long-term strategies with options for shorter-term trading, and has both discretionary and non-discretionary client programs.
Xinrui W
Series 65
Roanoke, VA
Equity Services, inc.
Xinrui Wu is a financial advisor at Equity Services, Inc. with a Series 65 designation and one year of industry experience. Prior to joining Equity Services, Wu worked at National Life Group and the American Society of Clinical Oncology. Wu's background also includes roles in education at the University of Virginia, YORK School, and Wuhan Foreign Languages School. 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 combines long-term investment strategies with options for shorter-term trading, utilizing both discretionary and non-discretionary management approaches.
Mackenzie A
Series 65
Roanoke, VA
Equity Services, inc.
Mackenzie Abbate is a Series 65-registered financial advisor at Equity Services, Inc. with three years of industry experience. Prior to joining Equity Services, Abbate worked at National Life Group and Knights of Columbus in various advisory and insurance roles. Outside of advisory work, Abbate is involved with The Abbate Foundation as a volunteer member and serves as president of The Millennial Brothers LLC, an organization focused on promoting financial literacy. 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 that blend long-term strategies with options for shorter-term trading, often utilizing third-party asset managers and model portfolios.
Michael I
Series 65
Roanoke, VA
Equity Services, inc.
Michael Ives is a financial advisor at Equity Services, Inc. with three years of industry experience. He holds a Series 65 designation and has prior experience at National Life Group and Knights of Columbus Asset Advisors. Outside of his advisory work, Ives is involved in several business ventures including ownership of a financial products firm and participation in tax preparation and brokerage 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 offers multiple advisory platforms and frequently utilizes third-party asset managers and model portfolios, combining long-term strategies with options for shorter-term trading.
Robert P
Series 63, Series 66
Roanoke, VA
Equity Services, inc.
Robert Pudmericky is a financial advisor with Equity Services, Inc. in Roanoke, VA, holding Series 63 and Series 66 credentials and five years of industry experience. His prior work includes positions at National Life Group, LPL Financial, MassMutual, and New York Life. He is also involved as an insurance agent with Cornerstone Advisor Group LLC and works as an independent insurance broker with King Brokerage of Virginia LLC. Equity Services, Inc., also known 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 and specialized instruments through a network of investment adviser representatives.
Benjamin P
Series 65
Roanoke, VA
Equity Services, inc.
Benjamin Perez is a financial advisor at Equity Services, Inc. with five years of industry experience. He holds a Series 65 designation and has worked previously with Knights of Columbus Asset Advisors LLC and National Life Group. Outside of his advisory work, he is involved as a member-manager of Benny Perez Financial, LLC, which supports his practice. Equity Services, Inc. provides financial planning, consulting, and asset management services to a variety of clients, including individuals, corporations, trusts, and charitable organizations. The firm combines long-term investment strategies with options for shorter-term trading and utilizes multiple advisory platforms and third-party asset managers.
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