Roanoke, VA Office

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 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 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 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 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 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 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 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 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 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 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 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 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 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 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.