Patricia Erwin is a financial advisor with World Equity Group, Inc. She holds a Series 66 designation and has 20 years of industry experience. She has worked at Tiger Wealth Management LLC and World Equity Group since 2006 and has been involved with various insurance carriers since 2005, focusing on the sale of life and long-term care insurance. World Equity Group provides investment advisory and brokerage services to individual and high-net-worth clients, business entities, non-profit organizations, and financial institutions. The firm employs a combination of model-based and customized investment approaches and offers access to third-party managers, managing approximately $944.7 million in assets.

Prakash Moktan is a financial advisor with WORLD EQUITY GROUP, Inc. in Schaumburg, Illinois, holding Series 63 and Series 65 licenses and having 24 years of industry experience. He has been with WORLD EQUITY GROUP since 2006. Outside of his advisory role, he is also involved in the solicitation, sale, and service of term life insurance as an owner and agent. WORLD EQUITY GROUP, Inc. provides fee-based investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and corporations. The firm offers managed portfolios through wrap-fee programs that combine discretionary portfolio management, financial planning, and access to third-party money managers, utilizing risk-tolerance questionnaires to guide asset allocation.

Thomas Cuoco is a financial advisor at World Equity Group, Inc. with nine years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including Equitable Advisors LLC, Barnum Financial Group/Mass Mutual Life Insurance Company, and New York Life Insurance Company. Outside of his advisory role, he serves as Executive Vice President for multiple businesses spanning consulting, lifestyle products, loan administration, and entertainment. World Equity Group, Inc. offers fee-based investment advisory and financial planning services to individuals, trusts, estates, businesses, and charitable organizations. The firm uses discretionary portfolio management combined with financial planning and access to third-party money managers, with performance reviewed regularly to align with clients’ risk tolerance and investment goals.

Christopher Bourgeois is a financial advisor with World Equity Group, Inc. in Houston, TX, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. Prior to joining World Equity Group in 2017, he worked at Woodforest Financial Services and Raymond James Financial Services. Outside of his advisory role, he serves as president of Innovation Capital Assurance and SMART Group Houston, and is a partner in Exponent Prosperity Accelerator Advisors, LLC, a business consulting firm. World Equity Group provides investment advisory and brokerage services to individual and high-net-worth clients, business entities, non-profits, and financial institutions. The firm offers portfolio management, financial planning, and access to third-party managers, employing model-based and customized investment strategies across discretionary and non-discretionary accounts.

Douglas Gibson is a financial advisor at World Equity Group, Inc. with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at PKS Advisory Services, Equitable Advisors, and Axa Advisors. Outside of his advisory role, Gibson is involved in several businesses including serving as Vice President of sales at Exponent Prosperity Accelerator Advisors LLC, focusing on business process improvement and executive retention, and he owns Opp Zone Property Solutions, which helps individuals use tax benefits related to real estate in Opportunity Zones. World Equity Group, Inc. provides fee-based investment advisory and financial planning services to individuals, pension plans, trusts, estates, charitable organizations, and businesses. The firm offers managed portfolios primarily through its wrap-fee program, combining discretionary portfolio management, financial planning, and access to third-party money managers.

John Stitt Jr. is a financial advisor with WORLD EQUITY GROUP, Inc. in Schaumburg, IL, holding a Series 63 designation and bringing 33 years of industry experience. He has been with World Equity Group since 2002 and has operated John Stitt, Inc. since 1993. In addition to his advisory work, he is a sole proprietor and independent agent selling and servicing group health, dental, life, long-term care, and disability insurance products. World Equity Group provides investment advisory and brokerage services to individual and high-net-worth clients, business entities, non-profits, and financial institutions. The firm offers a range of portfolio management and financial planning services using a combination of model-based and customized investment approaches.

Bennett Leiser is a financial advisor at World Equity Group, Inc. with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Cambridge Investment Research Advisors, Inc. and Cambridge Investment Research, Inc. Outside of his advisory role, he owns and operates Leiser Financial Inc., where he is an independent insurance agent, and serves as Senior Vice President and owner of Annuity Depot, specializing in fixed index annuities and various insurance products. World Equity Group provides investment advisory and brokerage services to individual and high-net-worth clients, business entities, non-profit organizations, and financial institutions. The firm employs a combination of model-based and customized investment approaches, including proprietary models and third-party manager allocations, managing accounts on both discretionary and non-discretionary bases.

Matthew Mascera is a financial advisor at World Equity Group, Inc. with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including Osprey Funds, LLC and Seacliff Capital, LLC. In addition to his advisory role, Mascera is a licensed insurance agent focusing on life and health insurance products. World Equity Group, Inc. provides fee-based investment advisory and financial planning services to individuals, pension plans, trusts, and various organizations. The firm employs a risk-tolerance questionnaire to guide asset allocation and offers managed portfolios through discretionary third-party money managers and internal advisory representatives.

James Sunderwirth is a financial advisor with World Equity Group, Inc. in Royal Palm Beach, FL, holding Series 63 and Series 65 licenses and 11 years of industry experience. He has been with World Equity Group since 2015. In addition to his advisory role, Mr. Sunderwirth is a CPA providing tax preparation and bookkeeping services, and he serves as a tax partner at Community Accounting Partners of FL, PLLC, focusing on supervisory and review duties for tax staff and clients. World Equity Group, Inc. offers fee-based investment advisory and financial planning services to a diverse client base, including individuals, pension plans, and charitable organizations. The firm utilizes a risk-tolerance questionnaire to guide asset allocation and provides managed portfolio solutions through discretionary third-party money managers and related advisory programs.

Timothy Erwin is a financial advisor with WORLD EQUITY GROUP, Inc. He holds a Series 66 designation and has 20 years of industry experience. In addition to his advisory role, he manages operations and personnel at Colorite Plastics, a non-investment-related business. WORLD EQUITY GROUP provides investment advisory and brokerage services to individual and high-net-worth clients, business entities, non-profit organizations, and financial institutions. The firm employs a combination of model-based and customized investment approaches and offers a variety of portfolio management and financial planning services.

Guy Abbanat is a financial advisor with WORLD EQUITY GROUP, Inc., holding Series 63 and Series 65 designations and possessing 42 years of industry experience. He has been with World Equity Group since 2011. WORLD EQUITY GROUP, Inc. offers fee-based investment advisory and financial planning services to individuals, including high-net-worth clients, as well as pension plans, trusts, estates, charitable organizations, and businesses. The firm uses discretionary third-party money managers and a risk-tolerance questionnaire to guide asset allocation within its managed portfolio programs.

Marc Frost is a financial advisor with World Equity Group, Inc. in Dunwoody, Georgia, holding Series 63 and Series 65 licenses with 36 years of industry experience. He has worked at Westover Trading and World Equity Group since 2009 and has served as CEO of Westover Group since 2004. Outside of his advisory roles, Frost is an adjunct professor at Georgia State University teaching retirement and ERISA courses and is involved in entrepreneurial ventures including a lifestyle consulting business, authoring a book for college and high school students, and serving as CFO of a food truck venture specializing in Venetian pasta. World Equity Group provides investment advisory and brokerage services to individual and high-net-worth clients, business entities, non-profits, and financial institutions. The firm employs a combination of model-based and customized portfolio management strategies and offers access to third-party managers, retirement plan advisory, and wrap account programs.

Amanda Pearson is a Series 66-credentialed advisor at World Equity Group, Inc. with seven years of industry experience. She previously worked at Stifel from 2017 to 2024 and served at Faith Lutheran School & Daycare for 18 years. Outside of her advisory role, Pearson is the lead costume designer for Encore Dance Studio’s performance company. World Equity Group provides investment advisory and brokerage services to individual and high-net-worth clients, business entities, nonprofits, and financial institutions. The firm employs a combination of model-based and customized investment approaches, managing approximately $944.7 million in assets.

Sherwin Shenfeld is a financial advisor with WORLD EQUITY GROUP, Inc. He holds the PFS™ designation and Series 63 license and has 39 years of industry experience. In addition to his advisory role, he is president of Shenfeld & Co, Ltd, a CPA firm, and president of Mervana, Inc., an art dealing business. WORLD EQUITY GROUP provides investment advisory and brokerage services to individuals, high-net-worth clients, business entities, nonprofit organizations, and financial institutions. The firm employs a mix of model-based and customized investment approaches and offers a range of portfolio management and retirement plan advisory services.

Kenneth Savage is a financial advisor with WORLD EQUITY GROUP, Inc. and holds a Series 66 designation. He has 23 years of industry experience, including prior roles at Triumph Wealth Advisors, Inc. and Taylor Capital Management. Outside of his advisory work, he owns Savage Capital Management, where he sells fixed indexed annuities, Medicare supplement, and life insurance products. WORLD EQUITY GROUP provides investment advisory and brokerage services to individual and institutional clients, offering portfolio management, financial planning, and access to third-party managers. The firm employs both model-based and customized investment approaches and manages approximately $944.7 million in assets.

George Abboud is a Series 66-licensed financial advisor with 16 years of industry experience, currently serving at World Equity Group, Inc. since 2014. He also holds roles as a registered representative and investment adviser representative at SMART Group Houston and is involved in business consulting through Exponent Prosperity Accelerator Advisors, LLC. World Equity Group, Inc. provides fee-based investment advisory and financial planning services to a diverse client base, including high-net-worth individuals and institutional entities. The firm offers managed portfolios through its wrap-fee program, combining discretionary portfolio management, financial planning, and access to third-party money managers.

Stephen Dudas is a financial advisor at World Equity Group, Inc. with 21 years of industry experience. He holds the Series 66 designation and has worked at multiple firms including Insigneo Advisory Services, Securities America Advisors, Triad Advisors, and Investacorp, Inc. before his current tenure at World Equity Group. World Equity Group, Inc. provides fee-based investment advisory and financial planning services to individuals, pension plans, trusts, estates, charitable organizations, and businesses. The firm offers managed portfolios primarily through its wrap-fee programs, combining discretionary portfolio management, financial planning, and access to third-party money managers.

Todd Balber is a CFP® professional with over 31 years of experience in the financial industry. He has been with World Equity Group, Inc. since 1997. Balber is also a co-owner and partner of B&R Financial, LLC, which offers financial planning and advisory services as well as fixed life and disability insurance products. World Equity Group, Inc. provides fee-based investment advisory and financial planning services to individuals, including high-net-worth clients, as well as various business entities. The firm offers managed portfolios through its wrap-fee programs, utilizing third-party money managers and a risk-tolerance questionnaire to guide asset allocation and discretionary account management.

Nicholas Prangner is a CFP® with 18 years of industry experience, currently serving at World Equity Group, Inc. since 2020. He previously worked at IMG Financial Group and Securian Financial Services INC from 2009 to 2020. Outside of his advisory role, he is involved as Business Development Director at Exponent Prosperity Accelerator Advisors LLC, focusing on business development, transition, and executive retention. World Equity Group provides investment advisory and brokerage services to individuals, high-net-worth clients, business entities, non-profit organizations, and financial institutions. The firm employs a combination of model-based and customized investment approaches, offering portfolio management, financial planning, and access to third-party managers.

Kenneth Valentino is a financial advisor with WORLD EQUITY GROUP, Inc., holding Series 63 and Series 65 licenses and 24 years of industry experience. He has been affiliated with Patriot Capital Services, Inc., Patriot Capital Management, Inc., and World Equity Group, Inc. since 2004-2005. Outside of his advisory work, he serves as Vice President of Business Development for International Pure Water, a company that manufactures and sells water filtration products, and owns an outdoor marijuana growing business in Michigan. World Equity Group provides investment advisory and brokerage services to individual and high-net-worth clients, business entities, non-profit organizations, and financial institutions. The firm employs a combination of model-based and customized investment approaches, offering portfolio management, financial planning, and access to third-party managers.