Equita Financial Network, Inc.

Ann Shubert is a CFP® professional with 11 years of industry experience, currently advising at Equita Financial Network, Inc. since 2024. Her prior roles include positions at Intentional Insurance, LLC and Intentional Finance, LLC, as well as experience with Waddell & Reed, Inc. Outside of finance, she was involved with the American Vaulting Association Region IV from 2014 to 2016. Equita Financial Network provides financial planning, consulting, and discretionary investment management to individuals, high-net-worth clients, and other registered investment advisers. The firm utilizes a market efficiency and strategic asset allocation approach, often employing sub-advisers and third-party managers to create tailored investment portfolios aligned with client objectives and risk tolerance.

Jennifer Dazols is a CFP® with four years of experience in the financial industry. She has worked at Equita Financial Network since 2023 and previously at Sincerus Advisory from 2021 to 2023. Prior to her financial advisory roles, she spent 13 years at eBay. Equita Financial Network provides financial planning, consulting, and discretionary investment management to individuals, high-net-worth clients, and other registered investment advisers. The firm emphasizes market efficiency and strategic asset allocation, using sub-advisers and third-party managers to create tailored portfolios aligned with client objectives and risk tolerance.

Bridget Grimes is a CFP® professional with 12 years of industry experience, currently serving at Equita Financial Network, Inc. since 2018. She previously worked at WealthChoice LLC and HoyleCohen, LLC. Equita Financial Network provides financial planning, consulting, and discretionary investment management to individuals, high-net-worth clients, and other registered investment advisers. The firm emphasizes market efficiency and strategic asset allocation, using sub-advisers and third-party managers to create tailored portfolios aligned with clients’ objectives and risk tolerance.

Kathleen Burke is a CFP®-certified financial advisor with 14 years of industry experience. She is currently with Equita Financial Network, Inc. and has previously worked at Method Financial Planning, Inc. and The Investment Center, Inc. She holds Series 63 and Series 66 licenses. Equita Financial Network provides financial planning, ongoing consulting, and discretionary investment management to individuals, high-net-worth clients, and other registered investment advisers. The firm emphasizes market efficiency and strategic asset allocation, using sub-advisers and third-party managers to create tailored portfolios aligned with client objectives and risk tolerance.

Margaret Bonner is a financial advisor at Equita Financial Network, Inc. with one year of industry experience. She holds a Series 65 designation and has worked at firms including WealthChoice and Cask, as well as in roles outside the financial sector such as at 7-Eleven and Cisco Systems. Equita Financial Network provides financial planning, consulting, and discretionary investment management to individuals, high-net-worth clients, and other registered investment advisers. The firm focuses on market efficiency and strategic asset allocation, utilizing sub-advisers and third-party managers to create tailored portfolios aligned with clients’ objectives and risk tolerance.

Bernadette Huang is a CFP® and CFA® with 16 years of experience in the financial services industry. She is currently with Equita Financial Network, Inc. in New Haven, CT, and has previously worked at Kreitler Financial and Raymond James Financial Services. Outside of her advisory role, she is involved in residential property maintenance for personal use. Equita Financial Network provides financial planning, ongoing consulting, and discretionary investment management to individuals, high-net-worth clients, and other registered investment advisers. The firm emphasizes market efficiency and strategic asset allocation, utilizing sub-advisers and third-party managers to create tailored portfolios based on client objectives and risk tolerance.

Szu Han Wang is a financial advisor at Equita Financial Network, Inc. with one year of industry experience. Wang holds a Series 65 designation and has previously worked at Modern Family Finance, Roche, and Genentech. Equita Financial Network provides financial planning, consulting, and discretionary investment management to individuals, high-net-worth clients, and other registered investment advisers. The firm focuses on market efficiency and strategic asset allocation, using sub-advisers and third-party managers to create tailored portfolios aligned with client objectives and risk tolerance.

Jaclynne Walsh is a financial advisor with Equita Financial Network, Inc. She holds a Series 65 designation and has been in the industry since 2022. Her prior experience includes roles at Barone & Associates, LLC and Anser Advisory. Equita Financial Network provides financial planning, consulting, and discretionary investment management to individuals, high-net-worth clients, and other registered investment advisers. The firm emphasizes market efficiency and strategic asset allocation, using sub-advisers and third-party managers to tailor portfolios that align with client objectives and risk tolerance.

Stefanie Crowe is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Equita Financial Network, Inc. since 2020. She previously worked at Stone Bridge Asset Management, LLC and SmartBank. Stefanie is co-founder and general partner of The Jump Fund, an angel capital investment fund focused on female-led ventures in the Southeast. Equita Financial Network provides financial planning, consulting, and discretionary investment management to individuals, high-net-worth clients, and other registered investment advisers. The firm emphasizes market efficiency and strategic asset allocation, utilizing sub-advisers and third-party managers to create tailored portfolios aligned with clients’ objectives and risk tolerance.

Stephen Witte is a CFP® with eight years of industry experience, currently affiliated with Equita Financial Network, Inc. He has held positions at several firms, including Midwest Capital Advisors, LLC, and has a background in real estate with Coldwell Banker Schmidt Real Estate. Outside of his advisory role, he serves as Senior Manager of Compliance at Mission Driven Finance, focusing on impact investing private funds. Equita Financial Network provides financial planning, consulting, and discretionary investment management to individuals, high-net-worth clients, and other registered investment advisers. The firm emphasizes market efficiency and strategic asset allocation, using sub-advisers and third-party managers to create tailored portfolios aligned with client objectives.

Cathleen Mc Kee is a financial advisor at Equita Financial Network, Inc. with a Series 65 credential and two years of industry experience. Prior to joining Equita in 2023, she worked for over a decade at the University of Chicago Laboratory Schools. Equita Financial Network provides financial planning, consulting, and discretionary investment management to individuals, high-net-worth clients, and other registered investment advisers. The firm emphasizes market efficiency and strategic asset allocation, utilizing sub-advisers and third-party managers to create tailored investment portfolios.

Shehara Wooten is a CFP® with 21 years of industry experience, currently serving at Equita Financial Network, Inc. She has previously worked at Edward Jones and Your Story Financial, LLC. Outside of her advisory role, she owns Your Story Financial Academy, LLC, which focuses on financial empowerment and education through workshops and online courses. Equita Financial Network provides financial planning, ongoing consulting, and discretionary investment management to individuals, high-net-worth clients, and other registered investment advisers. The firm emphasizes market efficiency and strategic asset allocation, using sub-advisers and third-party managers to create tailored portfolios aligned with clients’ objectives and risk tolerance.

Laura Corbiani is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Equita Financial Network, Inc. She has previously worked at Astraea Wealth Management LLC, Midwest Capital Advisors, LLC, CUSO Financial Service, LP, Numerica Credit Union, Bank of America, N.A., and Merrill. Outside of financial advising, she is the founder and artist of I Draw Your Story, a business creating custom visual artwork and illustrated storybooks. Equita Financial Network provides financial planning, consulting, and discretionary investment management to individuals, high-net-worth clients, and other registered investment advisers. The firm emphasizes market efficiency and strategic asset allocation, utilizing sub-advisers and third-party managers to create tailored investment portfolios aligned with clients’ objectives and risk tolerance.

Kimberlee Spencer is a CFP®-certified financial advisor at Equita Financial Network, Inc. with 22 years of industry experience. She has previously worked at The Nalls Sherbakoff Group, LLC and currently operates Next Step Financial LLC alongside her role at Equita. Equita Financial Network provides financial planning, ongoing consulting, and discretionary investment management to individuals, high-net-worth clients, and other registered investment advisers. The firm emphasizes market efficiency and strategic asset allocation, using sub-advisers and third-party managers to tailor portfolios according to client objectives and risk tolerance.

Amy Hamasaki is a CFP® with seven years of industry experience and currently works at Equita Financial Network, Inc. She has previously held roles at Origin Financial, Mountain Wealth Planning, Mariner Wealth Advisors, and Block Advisors. Equita Financial Network provides financial planning, ongoing consulting, and discretionary investment management to individuals, high-net-worth clients, and other registered investment advisers. The firm emphasizes market efficiency and strategic asset allocation, using sub-advisers and third-party managers to create tailored portfolios aligned with clients’ objectives and risk tolerance.