AMC Wealth Management, LLC

Adam Cross is a financial advisor with AMC Wealth Management, LLC in Chicago, IL, holding his Series 66 designation and 12 years of industry experience. His prior roles include positions at Northern Trust Bank and Carson Capital. He has been with AMC Wealth Management since 2020. AMC Wealth Management is a state-registered investment advisory firm that serves individuals, trusts, business entities, estates, and charitable organizations. The firm employs a strategic asset-allocation approach using exchange-traded funds and mutual funds, offering discretionary investment management alongside financial planning services within a six-advisor team.

Jason Koenig is a financial advisor at AMC Wealth Management, LLC with seven years of industry experience. He holds a Series 66 designation and has previously worked at firms including Edward Jones, Morgan Stanley, and NT Concepts. Koenig has been with AMC Wealth Management since 2022 as part of a six-advisor team based in Aventura, Florida. AMC Wealth Management is a state-registered advisory firm serving individuals, trusts, business entities, estates, and charitable organizations. The firm manages approximately $111 million in discretionary assets, offering custom portfolios built with exchange-traded funds and mutual funds through a strategic asset-allocation approach and discretionary management.

Monique Holloway is a CFP® and holds a Series 65 license with 11 years of industry experience. She currently works at AMC Wealth Management, LLC and was previously with Third Sigma Investment Advisors LLC for nine years. AMC Wealth Management, LLC is a team-based, state-registered advisory firm serving individuals, trusts, business entities, estates, and charitable organizations. The firm manages approximately $111 million in discretionary assets and employs a strategic asset-allocation approach using exchange-traded funds and mutual funds, offering financial planning both as a complement to managed accounts and on an hourly basis.

Dustin Volentine is a Series 65-credentialed advisor with AMC Wealth Management, LLC, based in West Monroe, LA, and has two years of industry experience. He has been employed by LKQ Corporation since 2012, currently serving as a plant manager. Outside of advisory services, Dustin operates a small cleaning business with his children. AMC Wealth Management, LLC is a state-registered investment advisory firm serving individuals, trusts, businesses, estates, and charitable organizations. The firm manages approximately $111 million in discretionary assets and employs a team-based approach focused on customized portfolios, strategic asset allocation, and ongoing portfolio monitoring.

Dino Patelis is a financial advisor at AMC Wealth Management, LLC with 24 years of industry experience. He has held previous roles at Edward Jones, Cape Investment Advisory, American Global Wealth Management, and Chief Asset Management Group. AMC Wealth Management, LLC is a state-registered investment advisory firm serving individuals, trusts, business entities, estates, and charitable organizations. The firm manages approximately $111 million in discretionary assets with a six-advisor team and employs a strategic asset-allocation approach using exchange-traded funds and mutual funds.

William Haynes is a CFP® and holds a Series 65 license with five years of industry experience. He currently serves as an investment advisor representative at AMC Wealth Management, LLC and operates his own firm, Haynes Investment Advisors LLC. Prior to this, he worked briefly at Wells Fargo and has a background that includes time as a full-time student and employment with the New York Yankees. AMC Wealth Management, LLC is a six-advisor team providing discretionary investment management and financial planning to individuals, trusts, business entities, estates, and charitable organizations. The firm manages approximately $111 million in assets and employs a strategic asset-allocation approach using exchange-traded funds and mutual funds, with ongoing monitoring and periodic rebalancing under discretionary authority.