Mark Strefner is a financial advisor with World Equity Group, Inc. in Schaumburg, Illinois, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked with World Equity Group since 2008 and has been associated with American General Securities and AIG American General Life Insurance Company since 2002. Outside of his advisory role, Strefner is involved in several business activities including consulting on life insurance design and statistical modeling, serving as a benefits consultant for a nonprofit association, and providing student loan assistance referrals. World Equity Group serves individual and high-net-worth clients, business entities, nonprofits, and financial institutions, offering portfolio management, financial planning, and retirement plan advisory services. The firm employs a combination of model-based and customized investment approaches, including proprietary models and third-party manager allocations.

Elliot Yablun is a financial advisor with World Equity Group, Inc., holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with World Equity Group since 2014 and also owns Shiggies Vinyl, a business focused on buying and selling vinyl records through online sales. 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 portfolio management, financial planning, and access to third-party managers.

Jeffrey Farrell is a financial advisor at World Equity Group, Inc. with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has been with World Equity Group since 2010. Outside of his advisory role, he is also a sales agent for fixed insurance products. World Equity Group provides investment advisory and brokerage services to individual and high-net-worth clients, business entities, nonprofit organizations, and financial institutions. The firm employs a combination of model-based and customized investment approaches and manages approximately $944.7 million in assets.

David Bowman Sr. is a financial advisor at WORLD EQUITY GROUP, Inc. with 25 years of industry experience. He holds Series 65 and Series 66 credentials and has worked at Andy Bowman and WORLD EQUITY GROUP, Inc. since 1999 and 2007, respectively. Outside of his advisory role, he is president of the Manatee Sportsmans Club, a fishing and social club focused on conserving the Manatee River, and leads Next Gen BIZ, a technology coaching and customer service business. WORLD EQUITY GROUP, Inc. provides fee-based investment advisory and financial planning services to individuals, pension plans, trusts, and various organizations. The firm offers managed portfolios through wrap-fee programs, combining discretionary management, financial planning, and access to third-party money managers using risk-tolerance assessments to guide asset allocation.

John Walsh Jr. is a financial advisor with World Equity Group, Inc. in Morristown, NJ, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with World Equity Group since 2016. Outside of his advisory role, Walsh serves as board secretary for the Morristown Partnership and is a board member and director of men's tennis at the Morristown Field Club. He also serves on the board of Cornerstone Family Programs, which provides support and schooling to families in need. World Equity Group offers 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 approaches, including proprietary and third-party strategies, and provides services on both discretionary and non-discretionary bases.

Victor Falck is a financial advisor with World Equity Group, Inc. in Fresno, CA, holding Series 65 and Series 63 licenses and two years of industry experience. Prior to joining World Equity Group, he worked at SKA Financial Group, where he managed client life insurance and annuity policies. Outside of finance, Falck owns Falck Soccer Consultancy Services, providing training and recruitment support to youth soccer players. World Equity Group, Inc. offers fee-based investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm combines discretionary portfolio management with financial planning and access to third-party money managers, using risk-tolerance assessments to tailor asset allocations.

Christopher Dallas is a financial advisor at World Equity Group, Inc. with 16 years of industry experience. He holds Series 63 and Series 65 certifications and has been with World Equity Group since 2011. 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 portfolio management, financial planning, and retirement plan advisory services.

Donald Cohen is a financial advisor with World Equity Group, Inc. in Deerfield Beach, FL, holding a Series 66 designation and 24 years of industry experience. He has been with World Equity Group since 2011 and has operated his own CPA and insurance practice since 1982. Outside of his advisory and accounting work, Cohen serves as president of the Luxuria Condo Association and is a board member of the Boca Rio Golf Club. 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 utilizes a combination of model-based and customized investment approaches, offering portfolio management, financial planning, and access to third-party managers, managing approximately $944.7 million in assets.

Thomas Rendl Jr. is a financial advisor with WORLD EQUITY GROUP, Inc. in Arlington Heights, IL, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with World Equity Group since 2001. In addition to his advisory role, he is a licensed life insurance agent with Penn Mutual Life Insurance. 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 investment approaches, offering portfolio management, financial planning, and access to third-party managers.

Robert Bieniek is a financial advisor with World Equity Group, Inc., holding Series 63 and Series 65 credentials and bringing 47 years of industry experience. He has been with World Equity Group since 2005 and is also associated with Individual Financial Practitioners, Inc., where he is involved in the sale of individual 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 other 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.

Jevon Thomas is a financial advisor with World Equity Group, Inc. in Irvine, CA, holding Series 63 and Series 66 licenses and having 25 years of industry experience. He has been with World Equity Group since 2017 and also operates Jevon Thomas Retirement Plan Consultants, where he serves as owner and director of retirement plan consulting. Outside of financial advisory work, he owns Omega 9, a business that connects clients with construction engineers and vendors. World Equity Group provides investment advisory and brokerage services to individual and high-net-worth clients, business entities, nonprofit organizations, and financial institutions. The firm employs a combination of model-based and customized investment approaches, offering portfolio management, financial planning, and retirement plan advisory services.

Patrick Carroll is a financial advisor with WORLD EQUITY GROUP, Inc. He holds Series 63, 65, and 66 licenses and has 31 years of industry experience. Since 2012, he has been with World Equity Group. Additionally, he consults for Pillar6 Advisors, where he created a "Relative Strength" Model Portfolio and regularly discusses market indicators with the firm's principal. World Equity Group provides investment advisory and brokerage services to individual and high-net-worth clients, business entities, non-profit organizations, and other financial institutions. The firm uses a combination of model-based and customized investment approaches, including proprietary models and third-party manager allocations, serving clients through discretionary and non-discretionary account management.

Chad Tuneberg is a financial advisor at World Equity Group, Inc. with 29 years of industry experience. He holds Series 65 and Series 63 licenses and has been with World Equity Group since 2009. Outside of his advisory role, Tuneberg serves as an alderman for the City of Rockford’s 3rd Ward and acts as a liaison to the Rockford Area Venues & Entertainment Authority. World Equity Group, Inc. provides fee-based investment advisory and financial planning services to individuals, pension plans, trusts, charitable organizations, and businesses. The firm offers managed portfolio solutions through its wrap-fee programs, utilizing third-party money managers with discretionary authority to invest, allocate, and rebalance client accounts based on risk tolerance.

John Lindquist is a financial advisor with WORLD EQUITY GROUP, Inc. in Austin, TX, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has worked at Northview Advisors LLC, Quint Capital Corporation, and World Equity Group, and is involved with NorthView Capital Partners, where he oversees administration, supervision, and accounting. WORLD EQUITY GROUP provides investment advisory and brokerage services to individuals, high-net-worth clients, business entities, non-profits, 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.

Joseph Orsolini is a financial advisor at World Equity Group, Inc. with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has been with World Equity Group since 2002. In addition to his advisory role, he is president and owner of College Aid Planners, Inc., where he consults on college financial aid strategies and prepares tax returns. He also serves as a board member and treasurer for Rising Tide Wrestling, a nonprofit supporting economically challenged youth, and coaches wrestling at Glenbard South High School. World Equity Group provides investment advisory and brokerage services to individual, high-net-worth, business, nonprofit, and institutional clients. The firm employs a mix of model-based and customized investment approaches and offers portfolio management, financial planning, and access to third-party managers.

Sami Abboud is a financial advisor with World Equity Group, Inc. in Houston, TX, holding a Series 66 designation and one year of industry experience. Prior to joining World Equity Group, he worked at Scandrill, Inc. for 13 years. Outside of his advisory role, Abboud serves as Vice President of Business Development at Exponent Prosperity Accelerator Advisors and acts as a fixed life insurance agent with Innovative Capital Assurance. 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.