Timonium, MD Office

Randall Robinson is a financial advisor at Equity Services, Inc. He holds Series 63 and Series 66 licenses and has 11 years of industry experience. His prior experience includes roles at Wells Fargo Advisors LLC and Prudential Insurance Company of America. Robinson serves as budget chair for the Mu Rho Chapter of Omega Psi Phi Fraternity. 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 third-party asset managers and model portfolios, combining long-term strategies with options for shorter-term trading.

Matthew Parks is a financial advisor with Equity Services, Inc. (ESI Financial Advisors) in Timonium, MD, holding Series 63 and Series 65 licenses with seven years of industry experience. His work history includes roles at National Life Group, LPL Enterprise, The Prudential Insurance Company of America, and New York Life. Outside of his advisory practice, Parks serves as an assistant men's lacrosse coach at Goucher College and assists teachers with their pension benefits. 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 incorporating third-party asset managers and model portfolios, combining long-term strategies with options for shorter-term trading and specialized instruments.

Ryan Behnken is a financial advisor at Equity Services, Inc. with 18 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at M&T Securities and M&T Bank for 10 years. Outside of his advisory role, Behnken serves on multiple nonprofit boards, including as vice chair and board chair of YMCA organizations, and works as a police officer. 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 that include third-party asset managers and combines long-term investment strategies with options for shorter-term trading and specialized instruments.

Paul Sortino is a financial advisor with Equity Services, Inc. (ESI Financial Advisors) based in Timonium, MD. He holds the CFP® designation and securities licenses Series 63 and Series 65, with 18 years of industry experience. His work history includes roles at Worthington Financial Partners since 2010 and Equity Services, Inc. since 2007. Outside of advising, Sortino serves as a general board member and co-chair for the Maryland chapter of the Cystic Fibrosis Foundation. Equity Services, Inc. provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm operates with multiple advisory platforms, frequently using third-party asset managers and model portfolios, and offers both discretionary and non-discretionary programs.

Brendan Mcpeake is a financial advisor at Equity Services, Inc. holding Series 63 and Series 65 licenses. He has two years of industry experience, with prior roles at Worthington Financial Partners and Baltimore County Parks and Recreation. He also has a background in education, having worked at Ursinus College and in a high school setting. 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, and charitable organizations. The firm offers multiple advisory platforms, utilizing a combination of long-term strategies and third-party asset managers.

Andrew Kelen is a CFP® and CFA® with 14 years of industry experience. He has been with Equity Services, Inc. since 2012 and is also affiliated with National Life. Outside of his advisory role, he serves as an agent licensed to sell life and health insurance through Worthington Financial Partners and holds director positions focused on insurance services at Sortino Financial Group and Sortino Financial LLC. 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, frequently employs third-party asset managers, and combines long-term investment strategies with options for shorter-term trading.

Aeric Alexander is a financial advisor with Equity Services, Inc., holding Series 63 and Series 65 credentials and three years of industry experience. His prior work includes roles at National Life Group, InvestorPlace LLC, and T. Rowe Price. Alexander is also involved in insurance-related activities, assisting teachers with their benefits and working as an insurance agent. 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 long-term investment strategies with multiple advisory platforms and frequently uses third-party asset managers and model portfolios.

Frank Lucia Jr. is a financial advisor with Equity Services, Inc. in Timonium, MD, holding Series 63 and 66 licenses and bringing 31 years of industry experience. He has been associated with National Life Group and Equity Services, Inc. since 2007. Additionally, he serves as an insurance agent with Worthington Financial Partners. 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, combining long-term strategies with options for specialized trading.

Patricia Almony is a financial advisor with Equity Services, Inc. and Worthington Financial Partners, holding Series 63 and Series 65 designations with 36 years of industry experience. Her career includes roles at SunTrust Advisory Services, M&T Securities, LPL Financial, and Uvest Financial Services. Outside of advising, she is involved in running a small business selling craft items and scrapbooking supplies and is a brand partner for a skincare and wellness company. 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, often using third-party managers and model portfolios, and combines long-term strategies with options for shorter-term trading and specialized instruments.

Nicholas Hood is a financial advisor with Equity Services, Inc. holding a Series 66 designation and 11 years of industry experience. Prior to joining Equity Services, he held roles at National Life Group, Cambridge Investment Research Advisors, and MassMutual, among others. Outside of finance, he owns and operates Nick Hood Photography and has been involved with Towson University’s Stephens Hall Theatre for nearly two decades. 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, combining long-term investment strategies with options for shorter-term trading and specialized instruments, and operates both as a broker-dealer and an SEC-registered investment adviser.

Dimitrios Prassos is a financial advisor with Equity Services, Inc. (ESI Financial Advisors) in Timonium, MD, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He has been with Equity Services, Inc. and Worthington Financial Partners since 2013. Outside of advisory work, he is also engaged as an author and provides accounting and consulting services to startup businesses. Equity Services, Inc. offers financial planning, consulting, and asset management to a diverse client base 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 specialized instruments, utilizing multiple advisory platforms and third-party asset managers.

Scott Levin is a CFP® professional with over 31 years of experience in the financial industry. He has been with Equity Services, Inc. and National Life of Vermont since 1994. Outside of his advisory work, Mr. Levin provides college planning seminars and assists parents with preparing for college expenses. Equity Services, Inc., dba ESI Financial Advisors, 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 and utilizes multiple advisory platforms, including third-party asset managers and model portfolios.