Latham, NY Office

Brian Pellegrini is a CFA® charterholder with three years of industry experience, currently serving as a financial advisor at Equity Services, Inc. He has previously worked at several firms, including National Life Group, MML Investors Services LLC, Mass Mutual Life Insurance Company, and Northwestern Mutual. Outside of his advisory role, he tutors part-time through Varsity Tutors. 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 range of third-party asset managers and model portfolios, combining long-term investment strategies with options for shorter-term trading.

Jesse Parks IV is a financial advisor at Equity Services, Inc. with three years of industry experience. He holds Series 63 and Series 66 licenses. His prior experience includes roles at Raymond James & Associates, JPMorgan Chase Bank, N.A., and J.P. Morgan Securities, as well as 21 years of service in the U.S. Army. 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 with a focus on long-term strategies and combines in-house and third-party asset management.

Wayne Debello is a financial advisor with Equity Services, Inc. He holds a Series 63 designation and has 41 years of industry experience. His career includes roles at Equity Services, National Life Group, and Proequities Inc. Outside of his advisory work, he assists families with the college admission process and serves as an umpire. 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, combining long-term strategies with options for shorter-term trading and utilizes third-party asset managers and model portfolios.

Liam Gilroy is a financial advisor with Equity Services, Inc. who holds a Series 63 designation and has 20 years of industry experience. He has been with Equity Services Inc. and National Life/TrueNorth Financial Solutions since 2013. Outside of his advisory work, Gilroy serves as president of the West Virginia University NY/NJ Chapter Alumni and holds board positions with Lifestyles for the Disabled, the Staten Island Zoo, Staten Island CDFI, and the Executive Club of Staten Island. 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 through a combination of advisory platforms and third-party asset managers.

Darren Conte is a financial advisor at Equity Services, Inc. with four years of industry experience. He holds a Series 66 designation and has prior work history including roles at National Life Group and Thoroughbred Advisors. Outside of his advisory work, he volunteers with The 4U Foundation, a charity focused on social and educational programming for youth at risk of homelessness. 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, and charitable organizations. The firm uses multiple advisory platforms and predominantly long-term investment strategies, combining brokerage and advisory services with both discretionary and non-discretionary management options.

Dustin Conte is a financial advisor at Equity Services, Inc. with two years of industry experience. He holds a Series 66 designation and has previously worked at National Life Group and David Varriale Construction. Outside of his advisory role, he operates an insurance agency and is involved in a real estate business as a landlord. 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 combines long-term investment strategies with options for shorter-term trading, utilizing multiple advisory platforms and third-party asset managers.

Paul Haldeman is a financial advisor with Equity Services, Inc. (ESI Financial Advisors) based in Latham, NY. He holds a Series 63 designation and has 15 years of industry experience. Prior to joining Equity Services in 2018, he worked at Transamerica Financial Advisors and World Financial Group. He is also active with Thoroughbred Advisors, LLC, where he serves as an insurance agent. Equity Services, Inc. offers financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm combines long-term investment strategies with options for shorter-term trading, utilizing multiple advisory platforms and third-party asset managers.

Joseph Wardell is a financial advisor with Equity Services, Inc. He holds a Series 66 designation and has one year of experience in the industry. Prior to joining Equity Services, he worked at National Life Group and Aflac. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to a broad range of clients, including individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm combines long-term investment strategies with options for shorter-term trading and utilizes multiple advisory platforms alongside third-party asset managers.

Noah Sicard is a financial advisor at Equity Services, Inc. with a Series 66 credential. He has been in the financial industry since 2026, following six years of service in the United States Marine Corps. Prior to joining Equity Services, he was self-employed for three years. 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 that incorporate third-party asset managers and model portfolios, combining long-term strategies with options for shorter-term trading and specialized instruments.

Rachel Mcdermott is a Series 66 licensed financial advisor with six years of experience at Equity Services, Inc. She has also worked with National Life Group and is involved with Place Called OM, where she serves as a workshop instructor. Outside of her advisory role, Mcdermott is active as a mental health counselor, continuing education instructor, and volunteer finance committee member for a local food cooperative, and she facilitates support groups for families with special needs children. Equity Services, Inc., doing business 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 combining long-term strategies with options for shorter-term trading and utilizes a network of third-party asset managers and model portfolios.

Kristin Meyrick is a financial advisor at Equity Services, Inc. with two years of industry experience. She holds a Series 66 designation and has worked at National Life Group and Equity Services since 2024. Outside of advisory work, she is an insurance agent and has experience as a completion specialist in general contracting. 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 mix of long-term and shorter-term investment strategies, utilizing third-party asset managers and model portfolios.

John Cunningham is a financial advisor at Equity Services, Inc. with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Equity Services since 2017, including prior roles at National Life Group and Boston Harbor Investment Management. Outside of his advisory work, he is involved as a senior partner and director of advanced markets at Harness Wealth Strategies, focusing on insurance-based solutions. Equity Services, Inc., also known 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 often utilizes third-party asset managers and model portfolios, combining long-term strategies with options for shorter-term trading and specialized instruments.

Timothy Weber is a financial advisor at Equity Services, Inc. with 35 years of industry experience. He holds the Series 63 designation and has previously worked at MML Investors Services and MassMutual Life Insurance Company. Weber is also actively engaged as an insurance agent through Thoroughbred Advisors. 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, and combines long-term strategies with options for shorter-term trading.

Joshua Lochner is a financial advisor with Equity Services, Inc. (ESI Financial Advisors) in Latham, NY, holding a Series 63 designation and 12 years of industry experience. He previously worked at Northwestern Mutual Investment Management and Northwestern Mutual Life Insurance Company for five years before joining Equity Services and National Life Group in 2018. In addition to his advisory role, he is an insurance agent with Thoroughbred Advisors. Equity Services, Inc. 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 featuring a combination of long-term strategies and options for shorter-term trading, working with a network of investment adviser representatives and third-party asset managers.

Spyro Athanasoulias is a financial advisor with Equity Services, Inc. (ESI Financial Advisors) in Latham, NY, holding a Series 63 designation and bringing 21 years of industry experience. His previous roles include positions at National Life Insurance Group and MassMutual Investors Services. He is also involved in insurance agency operations through ASPIS Life and Health Insurance Agency and related entities. Equity Services, Inc. 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 using third-party asset managers, combining long-term investment strategies with options for shorter-term trading and specialized instruments.