World Equity Group, Inc.

Jad Hoche 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 worked previously at firms including HSBC Securities (USA) Inc., Wizest, and Citibank. Outside of financial advising, he is involved in business development at Electro Tech Industries, a manufacturer of electrical engineering equipment. 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 wrap-fee programs combining discretionary portfolio management, financial planning, and third-party money manager access.

Peter Forbes is a financial advisor at World Equity Group, Inc. with 31 years of industry experience. He holds Series 63 and Series 65 registrations. His prior work includes positions at Regal Advisory Services, Inc., B. Riley Wealth Advisors, Inc., Cetera Investment Services LLC, and Quick & Reilly, Inc. Forbes is also an insurance producer involved in the sale of fixed insurance products. World Equity Group, Inc. provides fee-based investment advisory and financial planning services to a variety of clients, including high-net-worth individuals, pension plans, trusts, and business entities. The firm offers managed portfolios through its wrap-fee program combining discretionary portfolio management, financial planning, and third-party money manager access.

Todd Rollins is a CFP® with 18 years of industry experience, currently affiliated with World Equity Group, Inc. in Schaumburg, IL. He has previously worked at Summit Financial, LLC and Midway Wealth Partners, LLC. Outside of his advisory role, he is involved in managing personal service workers who assist his disabled brother through a home-based service program. 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 its wrap-fee program, combining discretionary portfolio management, financial planning, and access to third-party money managers.

Aaron Hevle 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 prior roles include positions at Next Financial Group, Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and Metlife Securities Inc. Hevle is also a director of finance at Exponent Prosperity Accelerator Advisers LLC, where he provides business development, transition planning, and informal business valuation services, and he acts as an agent selling fixed life insurance and annuity products through Innovative Premier Financial Services. World Equity Group, Inc. offers fee-based investment advisory and financial planning services to a wide range of clients, including high-net-worth individuals, pension plans, trusts, and charitable organizations. The firm utilizes discretionary portfolio management through its wrap-fee program and third-party managers, incorporating risk-tolerance assessments and providing options such as Tax Overlay Management and ETF Select models.

Leslie Corley is a financial advisor at World Equity Group, Inc. with 12 years of industry experience. Her background includes roles at Edward Jones and J.P. Morgan Securities LLC, along with periods as a homemaker. She holds Series 63, 65, and 66 licenses. World Equity Group, Inc. offers fee-based investment advisory and financial planning services to individuals, pension plans, trusts, estates, charitable organizations, and corporations. The firm provides managed portfolios through discretionary management programs and uses risk-tolerance assessments to guide asset allocation, with custody and trade execution handled by Schwab & Co.

Bradley Underwood is a financial advisor with World Equity Group, Inc. in Schaumburg, IL, holding a Series 66 credential and over 23 years of industry experience. He has been with World Equity Group since 2015. Outside of his advisory role, Underwood is involved in several entrepreneurial and consulting activities, including providing payroll, benefits, and HR services through Professional Employer Organizations as an independent contractor and offering prepaid legal and identity protection services. World Equity Group, Inc. provides fee-based investment advisory and financial planning services to a broad client base, including individuals, high-net-worth clients, pensions, trusts, and business entities. The firm employs risk-tolerance questionnaires to guide asset allocation and offers managed portfolios with discretionary authority granted to third-party money managers and investment adviser representatives.

Charles Taylor is a financial advisor with World Equity Group, Inc. in Minneapolis, MN, holding a Series 66 designation and 18 years of industry experience. He has been with World Equity Group since 2013. Outside of his advisory role, Taylor is a part-time musician and coordinates a seasonal youth hockey program for high school players. World Equity Group, Inc. provides fee-based investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, 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.

Mark Lishchynsky Jr. is a financial advisor with World Equity Group, Inc. in Schaumburg, IL, holding Series 63 and Series 66 credentials and bringing 29 years of industry experience. He has been with World Equity Group since 2013. World Equity Group provides fee-based investment advisory and financial planning services to individuals, pension plans, trusts, estates, and business entities. The firm offers managed portfolios through its wrap-fee programs, combining discretionary portfolio management, financial planning, and third-party money managers.

Shannon Powell is a Series 65-licensed financial advisor with World Equity Group, Inc., where she has worked since 2017. She has eight years of industry experience and previously worked at Vitale, Smyth & Associates LLC. Powell also manages a CPA firm, Sherman CPA PC, serving as tax manager. World Equity Group, Inc. provides fee-based investment advisory and financial planning services to a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm offers managed portfolios through its wrap-fee programs, combining discretionary portfolio management and access to third-party money managers.

Mark Kaplan is a financial advisor at World Equity Group, Inc. with eight years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at firms including New York Life, NYLife Securities LLC, and Compass Retirement Solutions. Kaplan is also a producer at Wright Insurance Planning, where he focuses on life insurance business. 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, and other entities. The firm offers managed portfolios through its wrap-fee program and combines discretionary portfolio management with access to third-party money managers.

Anthony Lavarda is a financial advisor with World Equity Group, Inc. in Naperville, IL, holding a Series 63 designation and 40 years of industry experience. He has been with World Equity Group since 2009. Outside of his advisory role, he founded St Raphael Lame Ducks, a prayer and social service group. World Equity Group provides fee-based investment advisory and financial planning services to a broad client base, including individuals, pension plans, trusts, 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.

Michael Manno is a financial advisor with World Equity Group, Inc. in Schaumburg, Illinois, holding Series 63 and Series 66 credentials and 42 years of industry experience. He has been with World Equity Group since 2003. 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 business entities. The firm offers managed portfolios through its Adhesion Money Management wrap-fee program and related advisory programs, combining discretionary portfolio management, financial planning, and access to third-party money managers.

Gary Richards is a CFP® professional with 32 years of experience at World Equity Group, Inc., where he has worked since 1994. He holds Series 63 and Series 65 licenses. Richards is also involved as a co-owner of B&R Financial, a financial planning and investment advisory practice. World Equity Group, Inc. provides fee-based investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers managed portfolios through its wrap-fee program and discretionary third-party money management, utilizing risk-tolerance assessments to guide asset allocation.

Lissette Strefner is a financial advisor with World Equity Group, Inc. in Schaumburg, IL, holding Series 63 and Series 65 licenses and having 23 years of industry experience. She has been with World Equity Group since 2015 and has previously been associated with AIG American General Life Insurance Company since 2002. Outside of her advisory role, she operates a small hobby business reselling used clothing online. 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 access to third-party money managers and employs a risk-tolerance questionnaire to guide asset allocation.

Barry Link is a financial advisor with World Equity Group, Inc. in Schaumburg, IL, holding a Series 63 designation and 48 years of industry experience. He has worked at World Equity Group since 2001 and operates Link Diversified Services, which he started in 1982. Outside of advising, he is involved as an independent contractor with Abacus Life Settlements, assisting with policy evaluations and transactions for senior clients. 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 Adhesion Money Management wrap-fee program and utilizes third-party managers to implement asset allocation models based on client risk tolerance.