World Investment Advisors, LLC

Joseph Hoffman is a CFP® with 22 years of industry experience, currently serving at Financial Independence Advisors a part of World Investment Advisors, LLC. His prior roles include positions with TIAA-CREF, Edward Jones and Vanguard. He is also licensed to recommend life, health, and variable insurance products. World Investment Advisors, LLC is an SEC-registered investment adviser providing portfolio management and advisory services to individuals, institutions, and retirement-plan clients. The firm offers model-based and customized portfolio solutions across discretionary and non-discretionary strategies, supported by a range of technology platforms and service offerings.

Ryne Fessler is a financial advisor at World Investment Advisors, LLC with two years of industry experience. He holds a Series 65 credential and has previously worked at Pensionmark Financial Group, PCF Insurance Services, and The Lynn Company. Outside of his advisory role, he is involved in insurance and employee benefits brokerage through PCF Insurance Services of the West LLC and The Lynn Company, focusing on commercial insurance and group medical plans. World Investment Advisors, LLC provides portfolio management and advisory services to individuals and institutional clients, including retirement plans. The firm offers a range of investment solutions, combining model-based strategies and customized portfolios, supported by various trading and monitoring platforms.

Anthony Black is a financial advisor at World Investment Advisors, LLC with 20 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has worked at multiple firms including SevenHills Cleveland Benefit Partners and Pensionmark Securities, LLC. He is the owner of TB Financial, LLC, formed for tax purposes related to his advisory business. World Investment Advisors, LLC is an SEC-registered investment adviser that provides portfolio management and advisory services to individuals and various institutional and retirement-plan clients. The firm employs both discretionary and non-discretionary strategies, utilizing model-based and customized portfolios supported by multiple trading and monitoring platforms.

Jason Carmack is a financial advisor with World Investment Advisors, LLC, holding Series 63 and Series 65 licenses and possessing 30 years of industry experience. His prior roles include positions at Pensionmark Financial Group, Pensionmark Securities, and Kestra Financial Services. He is also the president and owner of HCI Financial Services, LLC, an investment-related financial services firm. World Investment Advisors, LLC is an SEC-registered adviser providing portfolio management and advisory services to individuals, institutional, and retirement-plan clients. The firm offers a range of discretionary and non-discretionary investment solutions, utilizing model-based strategies as well as customized portfolios supported by advanced trading, rebalancing, and monitoring tools.

Andrew Dugery is a financial advisor with World Investment Advisors, LLC, holding Series 63 and Series 65 licenses and totaling 23 years of industry experience. His prior work includes roles at Wealth Advisory Group, BCG Securities, and Raymond James Financial. He is also active as a non-variable insurance agent. World Investment Advisors, LLC is an SEC-registered investment adviser that provides portfolio management and advisory services to individuals and institutional clients, including retirement plans. The firm employs both discretionary and non-discretionary strategies, utilizing model-based and customized portfolios supported by comprehensive trading and monitoring platforms.

Tom Hessler is a financial advisor with World Investment Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at several firms including Securities America Advisors and Clearview 401(k) Consultants. Hessler is also involved in life insurance sales through various companies and acts as a benefits consultant with AssuredPartners. World Investment Advisors, LLC provides portfolio management and advisory services to individuals and institutional clients, including retirement plans. The firm offers discretionary and non-discretionary solutions with model-based and customized portfolios, supported by technology platforms and affiliations with major broker-dealers and insurance entities.

Anthony Bui is a financial advisor at World Investment Advisors, LLC with 14 years of industry experience. He holds the Series 65 and Series 66 licenses and has worked at firms including Empower Financial Services, John Hancock, and Invesco Advisers. Outside of advising, he serves as Chief Financial Officer for several family business investment entities. World Investment Advisors, LLC provides portfolio management and advisory services to individual and institutional clients, including retirement plans and foundations. The firm offers both discretionary and non-discretionary solutions using model-based and customized portfolios supported by multiple platform tools.

Stephen Whitehorn is a financial advisor at World Investment Advisors, LLC with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Penn Mutual Life Insurance Company and Hornor Townsend & Kent. Outside of advising, he is the owner of Whitehorn Financial Group, Inc., which provides property and casualty insurance and risk management for architects and engineers, and he is the author of a management consulting book related to professional liability. World Investment Advisors, LLC is an SEC-registered investment adviser serving individuals and various institutional and retirement-plan clients. The firm offers portfolio management, advisory services, and financial planning through both discretionary and non-discretionary strategies, utilizing model-based and customized portfolios supported by advanced trading and monitoring platforms.

Christopher Broderick is a financial advisor with World Investment Advisors, LLC, holding Series 63 and Series 65 licenses and possessing 29 years of industry experience. He has held prior roles at Advisory Group Equity Services Ltd, Fiduciary Wealth Management, LLC, and Cardinal Compliance, LLC. Outside of advising, he manages a small office condominium through Wizard Sleeve Partners, LLC. World Investment Advisors, LLC is an SEC-registered investment adviser serving individuals and institutional clients, including retirement plans, with portfolio management and advisory services. The firm employs both discretionary and non-discretionary solutions featuring model-based and customized portfolios, supported by various trading and monitoring tools.

Colleen Latchic is a financial advisor with World Investment Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. Her work history includes positions at Pensionmark Securities, LLC and The Vanguard Group, Inc. She serves as an executor for an investment-related estate in Harleysville, PA. World Investment Advisors, LLC is an SEC-registered investment adviser that provides portfolio management and advisory services to individuals and institutional clients, utilizing model-based and customized portfolios supported by a range of platform tools.

James Holly is a financial advisor at World Investment Advisors, LLC with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Pensionmark Securities, LLC and Nationwide Investment Services Corporation. Outside of his advisory role, he serves as a board member for the CAPRI Homeowners Association. World Investment Advisors, LLC is an SEC-registered investment adviser providing portfolio management and advisory services to individuals, institutions, and retirement-plan clients. The firm offers a range of investment solutions including model-based and customized portfolios, tax-managed overlay, and direct indexing, supported by multiple platform tools and a broad advisor network.

Walter Salyer is a financial advisor at World Investment Advisors, LLC with 20 years of industry experience. He holds a Series 66 designation and has worked at World Investment Advisors since 2015, in addition to roles at Pensionmark Securities, LLC, and CapFinancial Securities, LLC. Outside of his advisory work, he occasionally participates in amateur rodeo and team roping events and is involved in horse and hay ranching. World Investment Advisors, LLC is an SEC-registered investment adviser providing portfolio management and advisory services to individuals and various institutional clients, including retirement plans and endowments. The firm offers a range of solutions including advisor-managed and third-party models, employing fundamental, technical, and cyclical analysis supported by advanced trading and monitoring tools.

Christopher Strother is a financial advisor at World Investment Advisors, LLC with 18 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at firms including Pensionmark Securities, LLC and AssuredPartners Investment Advisors. Outside of his advisory role, he owns and manages short-term rental properties. World Investment Advisors, LLC is an SEC-registered firm providing portfolio management and advisory services to individuals and institutional clients, including retirement plans. The firm offers both discretionary and non-discretionary strategies, utilizing a combination of model-based and customized portfolios supported by various trading and reporting platforms.

Leslie Drewry is a financial advisor at World Investment Advisors, LLC with eight years of industry experience. She holds the Series 66 designation and has worked at World Investment Advisors since 2018, as well as at Pensionmark Financial Group since 2015. Outside of her advisory role, she assists with billing for a licensed marriage and family therapy practice. World Investment Advisors, LLC is an SEC-registered investment adviser serving individuals and institutional clients, including retirement plans and endowments. The firm offers portfolio management and advisory services through a variety of model-based and customized strategies, utilizing both discretionary and non-discretionary approaches supported by multiple platform tools.

Mark Duran is a CFA® charterholder with 22 years of industry experience. He is affiliated with World Investment Advisors, LLC and has previously worked at Pensionmark Securities, LLC, Pensionmark Financial Group, LLC, and CapFinancial Securities, LLC. Outside of his advisory role, he serves as a FINRA arbitrator and provides expert witness testimony on investment-related matters. World Investment Advisors, LLC is an SEC-registered investment adviser serving individuals, institutional, and retirement-plan clients with portfolio management and advisory services. The firm offers a range of discretionary and non-discretionary solutions, utilizing model-based and customized portfolios supported by various trading and monitoring platforms.