New York, NY Third Avenue Office

Michael Chiarella is a financial advisor at Equity Services, Inc. with 15 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at firms including National Life and Rim Securities LLC. Chiarella is also an insurance agent with National Life 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 using a combination of long-term strategies and specialized instruments, with a service model that includes both discretionary and non-discretionary management.

Roger Soo is a financial advisor at Equity Services, Inc. with 31 years of industry experience. He holds the Series 63 designation and has been associated with Equity Services, Inc. since 1995. Outside of advising, he is a partner in a children's clothing boutique. 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 a range of advisory platforms, often utilizing third-party asset managers and model portfolios that combine long-term strategies with options for shorter-term trading.

James Kabakow is a Series 66 designated financial advisor at Equity Services, Inc. with one year of industry experience. He previously worked at National Life Group and has been involved with Bin 113 LLC, a marketing services firm, where he serves as managing partner. Outside of advisory roles, he is active as an insurance agent. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to a diverse client base including individuals, corporations, and charitable organizations. The firm offers multiple advisory platforms that blend long-term strategies with options for shorter-term trading, and utilizes both discretionary and non-discretionary management approaches.

Peter Lichtenberg is a financial advisor with Equity Services, Inc. in New York, NY, holding Series 63 and Series 65 credentials and 21 years of industry experience. His prior work includes roles at Park Avenue Securities and Guardian Life Insurance Company of America. He is also a partner at The Objective Room, a networking and marketing business. 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 that combine long-term strategies with options for shorter-term trading, and it operates both as a broker-dealer and an SEC-registered investment adviser.

Jack Somer is a financial advisor with Equity Services, Inc. in New York, NY, holding a Series 63 designation and over 34 years of industry experience. His prior work includes a long tenure at Guardian Life from 1993 to 2019. Outside of advisory services, he is involved in insurance sales focusing on long-term care, group and individual health benefits, fixed annuities, and life insurance products. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management to a variety of clients including individuals, corporations, and charitable organizations. 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.

Chialin Cacanindin is a financial advisor at Equity Services, Inc. with 29 years of industry experience and holds a Series 63 designation. She has been with Equity Services since 2014 and also works as a sales agent with National Life Insurance Company since 2013. 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, often utilizing third-party asset managers and model portfolios, and serves both discretionary and non-discretionary client programs.

Vincent Colatriano is a financial advisor at Equity Services, Inc. with eight years of industry experience. He holds a Series 63 designation and previously worked at firms including Ameritas Advisory Services, Ameritas Investment Corp, and The Prudential Insurance Company of America. Outside of financial advising, he works as an Uber driver. 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, frequently uses third-party asset managers, and combines long-term strategies with options for shorter-term trading.

Shana Dimarco is a financial advisor at Equity Services, Inc. with four years of industry experience. She holds Series 63 and Series 65 credentials and has worked previously at National Life Group, NYLIFE Securities LLC, New York Life Insurance Company, and Nexstar Media Group. Outside of her advisory role, she is active as an independent contractor for Uber Eats. Equity Services, Inc., operating 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 a range of third-party asset managers and model portfolios, combining long-term strategies with options for shorter-term trading.

Douglas Pi is a financial advisor at Equity Services, Inc. with 45 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including WealthBridge Financial and Ameritas Investment Corp. Outside of his advisory role, he is also an insurance agent affiliated with National Life Insurance Company. 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 utilizes multiple advisory platforms and third-party asset managers, combining long-term strategies with options for shorter-term trading and specialized instruments.

James Feldesman is a financial advisor at Equity Services, Inc. with 35 years of industry experience. He holds a Series 63 designation and has worked at multiple firms including National Life Group and Cetera Investment Advisers. Feldesman is also involved as a broker agent in insurance sales through National Life 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 retirement plans. The firm combines long-term investment strategies with third-party asset managers and offers both discretionary and non-discretionary programs.

Gary Javier is a financial advisor with Equity Services, Inc. and holds a Series 63 designation. He has 28 years of industry experience, including prior roles at National Life Group and MML Investors Services. Outside of his advisory work, he serves as CFO and Treasurer for Seniors Community Services, Inc. and is a member and educator with the Association of Financial Educators. 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 and utilizes a variety of third-party asset managers and model portfolios, combining long-term strategies with options for shorter-term trading.

Frank Savelli is a financial advisor at Equity Services, Inc. with 28 years of industry experience. He holds a Series 63 designation and has worked at Equity Services since 2002. Savelli has held roles with multiple firms, including National Life of Vermont and Penn Mutual Insurance Company, spanning over three decades. He also engages in educational activities, speaking with medical residents on basic financial services. 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 uses a variety of third-party asset managers and model portfolios, combining long-term strategies with options for shorter-term trading.

Albert Binman is a financial advisor with Equity Services, Inc. in New York, NY, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. His prior roles include positions at Ameritas Advisory Services, National Life Group, Bank of America, Merrill, and JP Morgan Securities. Outside of finance, he is a partner in Facefashions LLC, an e-commerce business selling eyewear. 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 investment strategies with options for shorter-term trading, utilizing both proprietary and third-party asset managers.

Richard Donado is a financial advisor at Equity Services, Inc. with 27 years of industry experience. He holds the ChFC® designation and Series 63 and 66 licenses. His prior experience includes roles at National Life Group, Mass Mutual Investors Services, PRUCO Securities, and A. G. Edwards & Sons. Outside of his advisory work, he serves as CEO and General Agent of Wealthbridge Financial Group and is a co-owner of InsureTech Brokerage 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 using a combination of long-term strategies and specialized instruments, and operates as both a broker-dealer and SEC-registered investment adviser.

Anthony Nappi Jr. is a financial advisor with Equity Services, Inc. and holds a Series 63 designation. He has 35 years of industry experience and has been associated with National Life Group and Equity Services since 2010. Outside of his advisory work, he serves on the board of directors for Tucci Limited, a company that supplies baseball bats to MLB players, focusing on business development and strategic partnerships. 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, often utilizing third-party asset managers and combining long-term strategies with options for shorter-term trading.