Crown Point, IN Broadway Office

Carey Yukich is a financial advisor with Equity Services, Inc. and Truewealth Advising Group, Inc., holding Series 63 and Series 65 credentials and 25 years of industry experience. He has served as president of Truewealth Advising Group and is involved in financial education as an instructor and guest speaker for financial fitness courses. Yukich is also a board member of a local charitable community foundation. Equity Services, Inc., doing business 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 frequently utilizes third-party asset managers and model portfolios, combining long-term strategies with options for shorter-term trading.

Michael Gordon is a financial advisor at Equity Services, Inc. with 13 years of industry experience. He holds a Series 66 designation and has previously worked at True Wealth Advising, Edward Jones, Bank of America, and Merrill. Outside of his advisory role, he serves as the executor of the Esther Mae Henning estate. 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 employs multiple advisory platforms, often utilizing third-party asset managers and model portfolios, and provides both discretionary and non-discretionary client programs.

Eric Speer is a financial advisor at Equity Services, Inc. with two years of industry experience. He holds Series 65 and Series 63 credentials. Prior to joining Equity Services, Inc., his background includes roles at National Life Group and W&S Brokerage Services, Inc. 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 long-term investment strategies with options for shorter-term trading and specialized instruments, utilizing both discretionary and non-discretionary management approaches.

William Pettit is a financial advisor at Equity Services, Inc. He holds a Series 66 designation and has recently begun his career in the financial industry. Prior to joining Equity Services, he held positions at National Life Group and several other firms, and he has experience working in educational settings including DePauw University and local schools in Crown Point, IN. 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 combine long-term strategies with options for shorter-term trading, utilizing both discretionary and non-discretionary management approaches.

Kyle Schmidt is a financial advisor with Equity Services, Inc. who holds the Series 66 designation and has nine years of industry experience. His prior work history includes roles at Baize Financial Concepts and Signator Investors, Inc. He is also a member of BNI - Business Networking International, a local networking group. 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 frequently uses third-party asset managers and model portfolios, combining long-term strategies with options for shorter-term trading and specialized instruments.