Thomas Cuoco is a financial advisor with World Equity Group, Inc., holding Series 63 and Series 66 licenses and nine years of industry experience. His previous roles include positions at Equitable Advisors LLC, Barnum Financial Group/Mass Mutual Life Insurance Company, and New York Life Insurance Company. Outside of his advisory work, he holds executive roles in multiple consulting and business ventures spanning health products, financial consulting, and entertainment. World Equity Group, Inc. provides fee-based investment advisory and financial planning services to individuals, including high-net-worth clients, as well as institutions such as pension plans and charitable organizations. The firm offers managed portfolios through wrap-fee programs that combine discretionary portfolio management with access to third-party money managers, emphasizing asset allocation based on client risk tolerance.

Christopher Bourgeois is a financial advisor with World Equity Group, Inc. in Houston, TX, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His previous roles include positions at Raymond James Financial, Questar Asset Management, and Securian Financial Services. Outside of advisory work, he is a partner in a business consulting firm focused on executive retention and business transition. World Equity Group, Inc. provides fee-based investment advisory and financial planning services to a range of clients, including individuals, pension plans, trusts, and charitable organizations. The firm offers managed portfolios through its wrap-fee programs that combine discretionary portfolio management, financial planning, and access to third-party money managers.

Douglas Gibson is a financial advisor with World Equity Group, Inc. in Houston, TX, holding Series 63 and Series 66 licenses with 17 years of industry experience. He has previously worked with Equitable Advisors and Axa Advisors. Outside of his advisory role, he is involved in a business that assists individuals with wealth creation through real estate development in Opportunity Zones. World Equity Group, Inc. provides fee-based investment advisory and financial planning services to a broad client base, including individuals, pension plans, and business entities. The firm offers managed portfolios through discretionary portfolio management and third-party money managers, employing risk-tolerance assessments to guide asset allocation.

John Stitt Jr. is a financial advisor at World Equity Group, Inc. with 34 years of industry experience. He holds a Series 63 designation and has been with World Equity Group since 2002. In addition to his advisory work, he operates an independent insurance agency focused on business group health, dental, life, long-term care, and disability insurance. World Equity Group, Inc. provides fee-based investment advisory and financial planning services to a range of clients including individuals, pension plans, trusts, and corporations. The firm offers managed portfolios primarily through its wrap-fee program, combining discretionary portfolio management, financial planning, and third-party money managers.

Bennett Leiser is a financial advisor with World Equity Group, Inc. in Boca Raton, FL, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He previously worked at Cambridge Investment Research Advisors, INC and Cambridge Investment Research, Inc for seven years. Outside of his advisory role, Leiser is involved in insurance sales as owner and president of Leiser Financial Inc. and as a senior vice president and owner of Annuity Depot, focusing on life, long-term care, disability insurance, and fixed index annuities. World Equity Group, Inc. offers fee-based investment advisory and financial planning services to individuals, including high-net-worth clients, as well as institutions such as pension plans and charitable organizations. The firm uses risk-tolerance questionnaires to guide asset allocation and employs third-party money managers for portfolio management within its wrap-fee program.

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, he is a licensed insurance agent selling life and health insurance products. 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 wrap-fee programs that integrate discretionary portfolio management with access to third-party money managers.

James Sunderwirth is a financial advisor at World Equity Group, Inc. with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has been with World Equity Group since 2015. Outside of his advisory role, he is a CPA providing tax preparation and bookkeeping services and serves as a tax partner at Community Accounting Partners of FL, PLLC, focusing on homeowners associations. World Equity Group, Inc. offers fee-based investment advisory and financial planning services to individuals, high-net-worth clients, and various institutional entities. The firm’s approach includes managed portfolios through wrap-fee programs that combine discretionary portfolio management, financial planning, and third-party money manager access.

Timothy Erwin is a financial advisor with World Equity Group, Inc. He holds a Series 66 designation and has 21 years of industry experience. In addition to his advisory role, he manages operations and personnel at Colorite Plastics. World Equity Group, Inc. provides fee-based investment advisory and financial planning services to a range of clients, including individuals, pension plans, and charitable organizations. The firm offers managed portfolios through its wrap-fee program and combines discretionary portfolio management with access to third-party money managers.

Guy Abbanat is a financial advisor with World Equity Group, Inc. in Schaumburg, Illinois, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with World Equity Group since 2011. World Equity Group, Inc. provides 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 offers managed portfolios through its wrap-fee programs, combining discretionary portfolio management, financial planning, and access to third-party money managers.

Marc Frost is a financial advisor with World Equity Group, Inc. in Dunwoody, GA, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has worked at Westover Trading and World Equity Group since 2009 and has been involved with Westover Group since 2004. Outside of advising, he is an adjunct professor at Georgia State University teaching retirement and ERISA classes and serves as CFO for a food truck venture specializing in Venetian pasta. World Equity Group, Inc. provides fee-based investment advisory and financial planning services to individuals, plans, trusts, estates, charitable organizations, and businesses. The firm offers managed portfolios through wrap-fee programs and third-party money managers, using risk-tolerance assessments to guide asset allocation and discretionary management.

Amanda Pearson is a financial advisor at World Equity Group, Inc. with seven years of industry experience. She previously worked at Stifel for seven years and spent eighteen years at Faith Lutheran School & Daycare. Outside of her advisory role, Pearson serves as the lead costume designer for Encore Dance Studio’s performance company. World Equity Group, Inc. provides fee-based investment advisory and financial planning services to individuals, including high-net-worth clients, as well as institutional clients such as pension plans and charitable organizations. The firm offers managed portfolios through its wrap-fee programs, combining discretionary portfolio management, financial planning, and access to third-party money managers.

Sherwin Shenfeld is a financial advisor with World Equity Group, Inc. in Schaumburg, IL, holding the PFS™ and Series 63 designations and bringing 40 years of industry experience. He has served as president of Shenfeld & Co, Ltd, a CPA firm, since 1989 and also leads Mervana, Inc., an art dealing business. World Equity Group, Inc. provides fee-based investment advisory and financial planning services to a range of clients, including high-net-worth individuals and institutional accounts. The firm offers managed portfolios through its wrap-fee program, combining discretionary portfolio management, financial planning, and third-party money manager access.

Kenneth Savage is a financial advisor at World Equity Group, Inc. with 23 years of industry experience. He holds a Series 66 designation and has worked previously at firms including Triumph Wealth Advisors, Taylor Capital Management, and Morgan Stanley. Outside of his advisory role, he owns Savage Capital Management, where he sells fixed indexed annuities and insurance products. World Equity Group, Inc. provides fee-based investment advisory and financial planning services to individuals, pension plans, trusts, and other entities. The firm offers managed portfolios through wrap-fee programs that combine discretionary portfolio management, financial planning, and access to third-party money managers.

George Abboud is a financial advisor with World Equity Group, Inc. in Houston, TX, holding a Series 66 designation and 16 years of industry experience. He has been with World Equity Group since 2014 and previously worked at PKS Advisory Services, LLC. Outside his advisory role, Abboud is involved in business consulting and executive retention through a partnership with Exponent Prosperity Accelerator Advisors, LLC. World Equity Group provides fee-based investment advisory and financial planning services to individuals, institutions, and charitable organizations. The firm offers managed portfolios through wrap-fee programs that combine discretionary 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 previously worked at firms including Insigneo Advisory Services, Securities America Advisors, and Triad Advisors. World Equity Group, Inc. provides fee-based investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, and business entities. The firm offers managed portfolios through its wrap-fee program, combining discretionary portfolio management with access to third-party money managers.

Todd Balber is a CFP® with over 31 years of experience in financial advisory services. He has been with World Equity Group, Inc. since 1997. Outside of his primary role, he is a co-owner and partner of B&R Financial, LLC, which provides financial planning and investment advisory services along with insurance products. World Equity Group, Inc. offers fee-based investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and corporations. The firm employs a risk-tolerance questionnaire to guide asset allocation and utilizes discretionary authority granted to third-party managers and representatives for portfolio management.

Nicholas Prangner is a CFP® with 19 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 for a combined 11 years. Outside of his advisory role, he is involved with Exponent Prosperity Accelerator Advisors LLC, focusing on business development and executive retention. World Equity Group, Inc. provides fee-based investment advisory and financial planning services to a range of clients including individuals, pension plans, trusts, and charitable organizations. The firm offers managed portfolios through its wrap-fee program, combining discretionary portfolio management with financial planning and access to third-party managers.

Kenneth Valentino is a financial advisor at World Equity Group, Inc. with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with Patriot Capital Services, Inc. and Patriot Capital Management, Inc. since 2004. Outside his advisory role, he is involved in residential mortgage origination and serves as vice president of business development for a water filtration company. He also owns and manages an outdoor marijuana growing business in Michigan. 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 mainly through wrap-fee programs and employs a risk-tolerance questionnaire to guide asset allocation, with discretionary management granted to third-party money managers and investment adviser representatives.

Mark Strefner is a financial advisor with World Equity Group, Inc. in Oakbrook Terrace, IL, holding Series 63 and Series 65 licenses and 29 years of industry experience. He has been with World Equity Group since 2008 and previously worked at American General Securities Incorporated and AIG American General Life Insurance Company. Outside of his advisory role, he is involved in student loan assistance programs and serves as a consultant and partner to fintech and insurance-related ventures. World Equity Group, Inc. provides 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 offers managed portfolios primarily through its wrap-fee program, combining discretionary portfolio management and access to third-party money managers with an investment approach tailored by risk tolerance.

Elliot Yablun is a financial advisor with World Equity Group, Inc., holding Series 63 and Series 65 designations and offering 33 years of industry experience. He has been with World Equity Group since 2014 and is also the owner of Shiggies Vinyl, a business that involves buying and selling vinyl records online. World Equity Group, Inc. provides fee-based investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other entities. The firm offers managed portfolios using discretionary portfolio management combined with financial planning and access to third-party money managers.