ESI Financial Advisors

Carey Yukich is a financial advisor with Equity Services, Inc. and Truewealth Advising Group, Inc., holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has served as president and co-owner of Truewealth Advising Group since 2014 and is a board member of the Legacy Foundation, a local charitable community organization. Additionally, he provides financial fitness instruction and coaching through workshops and courses. Equity Services, Inc. (doing business as ESI Financial Advisors) serves individuals, corporations, trusts, estates, charitable organizations, and retirement plans with financial planning, consulting, and asset management services. The firm offers investment management through a combination of proprietary and third-party platforms, using client profiles to guide asset allocation and offering both discretionary and client-approved trading options.

Dianne Dittmar is a financial advisor with Equity Services, Inc. in Hauppauge, NY, holding a Series 63 designation and bringing 35 years of industry experience. She has been with Equity Services and National Life since 2012. Outside of her advisory role, she is involved in insurance sales, including Medicare Advantage and supplement plans, as well as auto, home, commercial, and fixed insurance products. Equity Services, Inc. serves individuals, corporations, trusts, estates, charities, and retirement plans with financial planning, consulting, and asset management. The firm offers investment management through proprietary and third-party platforms, employing a range of strategies from long-term allocations to client-approved trading, and operates as both a registered investment adviser and broker/dealer.

Edwin Murphy Jr. is a financial advisor with Equity Services, Inc., holding a Series 63 designation and over 30 years of industry experience. He has worked at Equity Services since 2016 and previously spent time with Ameriprise Financial Services and National Life Insurance Company. Outside of his advisory role, he serves as president of a tax preparation and accounting services firm in Rocky Point, NY. Equity Services, Inc. serves individuals, corporations, trusts, estates, charitable organizations, and retirement plans with financial planning, consulting, and asset management services. The firm combines proprietary and third-party investment platforms to deliver both discretionary and non-discretionary management, emphasizing long-term asset allocation and manager-driven model portfolios.

Michael Chiarella is a financial advisor at Equity Services, Inc. with 14 years of industry experience. He holds the Series 63 and Series 66 designations and has worked previously at National Life, Rim Securities LLC, City National Rochdale, Eagle Strategies, NYLife Securities LLC, and New York Life Insurance Company. Outside of his advisory role, he is also an insurance agent affiliated with National Life Group. Equity Services, Inc. serves individuals, corporations, trusts, estates, charitable organizations, and retirement plans with financial planning, consulting, and asset management services. The firm combines advisory services with broker-dealer product distribution and uses a range of proprietary and third-party platforms to deliver investment management tailored to client profiles.

Dennis Dine is a financial advisor with Equity Services, Inc. and Lakeshore Financial Group, holding a Series 66 credential and 16 years of industry experience. His prior roles include positions at Money Concepts Capital Corp. and Edward Jones. Outside of his advisory work, he serves as Minister of Care at St. John of the Cross Parish in Western Springs, Illinois. Equity Services, Inc. serves individuals, corporations, trusts, estates, charitable organizations, and retirement plans with financial planning, consulting, and asset management. The firm utilizes a combination of proprietary and third-party investment platforms and offers both discretionary and non-discretionary trading, emphasizing long-term allocations and manager-driven model portfolios.

Roger Soo is a financial advisor at Equity Services, Inc. with 30 years of industry experience. He holds a Series 63 designation and has been with Equity Services since 1995. Outside of advisory work, he is a partner in a children’s clothing boutique in New York. Equity Services, Inc. serves individuals, corporations, trusts, estates, charitable organizations, and retirement plans with financial planning, consulting, and asset management. The firm offers investment management through a combination of proprietary and third-party platforms, emphasizing long-term asset allocation and manager-driven model portfolios.

Kathryne Stuempert is a financial advisor at Equity Services, Inc. with 27 years of industry experience. She holds a Series 63 designation and has been with Equity Services and National Life since 2008. Outside of her advisory role, she has operated an Amway distributorship since 1984 and is a member of a business networking group. Equity Services, Inc. serves individuals, corporations, trusts, estates, charitable organizations, and retirement plans with financial planning, consulting, and asset management services. The firm offers investment management through a combination of proprietary and third-party platforms, emphasizing long-term allocations and manager-driven model portfolios.

Brian Buglino is a financial advisor at Equity Services, Inc. with 30 years of industry experience. He holds a Series 63 designation and has worked at National Life Group and MML Investors Services, among other firms. In addition to his advisory role, he is involved in selling fixed insurance products through United Financial Alliance. Equity Services, Inc. serves individuals, corporations, trusts, estates, charitable organizations, and retirement plans with financial planning, consulting, and asset management services. The firm uses a combination of proprietary and third-party platforms to deliver investment management and offers both discretionary and non-discretionary trading strategies.

Scott Matassa is a financial advisor at Equity Services, Inc. with 41 years of industry experience. He holds the ChFC® and Series 63 designations and has been with Equity Services and National Life Insurance Company since 1983. Matassa is also licensed as an insurance agent, selling life, disability, and health insurance through multiple companies. Equity Services, Inc. serves individuals, corporations, trusts, estates, charitable organizations, and retirement plans with financial planning, consulting, and asset management services. The firm combines advisory services with broker-dealer product distribution and utilizes a range of proprietary and third-party investment platforms to provide tailored asset-allocation strategies.

Salvatore Mondello Jr. is a financial advisor with Equity Services, Inc. in West Palm Beach, FL, holding a Series 66 designation and 35 years of industry experience. His prior roles include positions at Hornor Townsend & Kent Inc and Penn Mutual Life Insurance Company. He is also a sales agent with National Life Insurance Company and Wealthbridge Financial Group. Equity Services, Inc. serves individuals, corporations, trusts, estates, charitable organizations, and retirement plans with financial planning, consulting, and asset management services. The firm utilizes a combination of proprietary and third-party platforms to deliver investment management, offering both discretionary and client-approved trading strategies that emphasize long-term allocations and manager-driven model portfolios.

Angelo Buonomo is a financial advisor with Equity Services, Inc. and holds a Series 66 designation. He has 15 years of industry experience, including prior roles at Penn Mutual Life Insurance Co and Hornor Townsend & Kent Inc. In addition to his advisory work, he operates a personal income tax preparation service under Angelo L. Buonomo, CPA. Equity Services, Inc. serves individuals, corporations, trusts, estates, charitable organizations, and retirement plans with financial planning, consulting, and asset management. The firm uses a combination of proprietary and third-party platforms to deliver investment management, emphasizing long-term allocations and manager-driven model portfolios while allowing for both discretionary and client-approved trading.

Michael Fletcher is a ChFC® and Series 66-licensed financial advisor at Equity Services, Inc. in Montpelier, VT, with 17 years of industry experience. He has been with Equity Services, Inc. since 2010. Equity Services, Inc. serves individuals, corporations, trusts, estates, charitable organizations, and retirement plans with financial planning, consulting, and asset management services. The firm offers investment management through a combination of proprietary and third-party platforms, using client profiles to tailor asset-allocation models and supporting both discretionary and non-discretionary trading strategies.

Daniel Flamma is a financial advisor with Equity Services, Inc. who holds Series 63 and Series 66 licenses and has 23 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors, LLC. Outside of his advisory work, he serves as treasurer of the Shadowbrook Home Owners Association and is a board member and boys’ field coordinator for a lacrosse league. 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 retirement plans. The firm combines advisory services with broker-dealer product distribution and offers a range of investment management strategies through proprietary and third-party platforms, including Envestnet-powered and AssetMark programs.

William Bianculli is a CFP® professional with 13 years of industry experience, currently serving at Equity Services, Inc. since 2014. He is also associated with National Life Group and holds a Series 66 license. Outside of his advisory role, he is involved as a licensed agent in selling various insurance products, including property and casualty, life, health, disability, and long-term care insurance. Equity Services, Inc. serves a diverse client base including individuals, corporations, trusts, and charitable organizations with financial planning, consulting, and asset management. The firm combines advisory services with broker-dealer product distribution, utilizing both proprietary and third-party platforms to deliver investment management tailored to client profiles.

Brandon Grimm is a financial advisor at Equity Services, Inc. with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Mass Mutual Investors Services and Massachusetts Mutual Life Insurance Co. In addition to his advisory role, he serves as Managing Director at Hudnall Capital Advisors, focusing on insurance. Equity Services, Inc. serves individuals, corporations, trusts, estates, charitable organizations, and retirement plans with financial planning, consulting, and asset management services. The firm combines advisory services with broker-dealer product distribution and utilizes a variety of proprietary and third-party platforms to deliver investment management tailored to client profiles.