Lincroft, NJ Office

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.

Brian Freeman is a financial advisor at World Investment Advisors, LLC with 31 years of industry experience. He holds a Series 63 designation and has worked at firms including Securities America Advisors, Inc. and Freeman & Vannauker, LLC, where he is also involved as an insurance agent. Freeman also serves as a notary. World Investment Advisors, LLC is an SEC-registered investment adviser that provides portfolio management and advisory services to individuals and a variety of institutional and retirement-plan clients. The firm utilizes both discretionary and non-discretionary strategies, offering customized and model-based portfolios supported by advanced trading and monitoring tools.

Susana Estrada Abundis is a financial advisor at World Investment Advisors, LLC with seven years of industry experience. She holds a Series 65 designation and previously worked at Amazon from 2015 to 2017. World Investment Advisors, LLC is an SEC-registered investment adviser offering portfolio management and advisory services to individuals and various institutional and retirement-plan clients. The firm employs both discretionary and non-discretionary solutions and utilizes model-based and customized portfolio strategies supported by multiple trading and monitoring platforms.

Frank Baird III is a CFP® certificant with 38 years of industry experience. He is currently with World Investment Advisors, LLC and has also worked at Freeman & Vannauker LLC and Securities America Advisors, Inc. He is also an insurance agent involved in the sales and service of non-variable insurance and annuities. World Investment Advisors, LLC is an SEC-registered adviser serving individual and institutional clients, including retirement plans. The firm offers portfolio management through model-based and customized strategies, utilizing various platforms and third-party manager access.

Troy Hammond is a CFP® with 34 years of industry experience. He is currently affiliated with World Investment Advisors, LLC and has previously worked at firms including PFG Securities LLC, Captrust Financial Advisors, and Pensionmark Financial Group. Outside of his advisory roles, he has involvement in a real estate rental business in Santa Barbara, CA. World Investment Advisors, LLC is an SEC-registered investment adviser serving individuals and institutional clients, including retirement-plan accounts. The firm offers portfolio management through discretionary and non-discretionary solutions, utilizing both model-based and customized strategies supported by various technology platforms.

Theodore Durante Jr. is a CFP® professional at World Investment Advisors, LLC with 36 years of industry experience. He has worked at World Investments, LLC since 1999 and is also involved with Tfs Insurance Agency, where he sells and services non-variable insurance and annuity products. World Investment Advisors, LLC provides portfolio management and advisory services to individuals and various institutional and retirement-plan clients. The firm utilizes model-based and customized portfolios, offering both discretionary and non-discretionary solutions supported by multiple trading and monitoring platforms.

Krista Chaves is a financial advisor at World Investment Advisors, LLC with 15 years of industry experience. She holds Series 63 and Series 65 designations and has worked at firms including Pensionmark Financial Group, LLC and Capfinancial Securities, LLC. Outside of her advisory work, she is involved in Thane Construction Corporation, a construction company where she performs administrative duties. World Investment Advisors, LLC is an SEC-registered investment adviser providing portfolio management and advisory services to individual and institutional clients, including retirement plans and foundations. The firm offers both discretionary and non-discretionary solutions, utilizing model-based and customized portfolio strategies supported by advanced trading and monitoring platforms.

Jack Houseworth is a financial advisor with World Investment Advisors, LLC, holding a Series 65 credential and seven years of industry experience. His prior work includes nine years at Pensionmark Financial Group, LLC and three years at UC Santa Barbara Buchanan Hall. World Investment Advisors, LLC is an SEC-registered investment adviser that provides portfolio management and advisory services to individuals and a variety of institutional and retirement-plan clients. The firm offers both discretionary and non-discretionary solutions, utilizing model-based strategies and customized portfolios supported by multiple trading and monitoring platforms.

Robert Bandura is a financial advisor with World Investment Advisors, LLC, holding a Series 66 designation and six years of industry experience. He has worked at World Investment Advisors since 2025 and at World Investments, LLC since 2020. Outside of his advisory role, Bandura is involved in local professional networking and owns a tax preparation service; he also works as a mortgage originator and insurance agent. World Investment Advisors, LLC is an SEC-registered investment adviser that provides portfolio management and advisory services to individuals, institutions, and retirement-plan clients. The firm offers both discretionary and non-discretionary solutions, utilizing model-based and customized portfolios supported by various trading and monitoring platforms.

Michael Woods is a financial advisor with World Investment Advisors, LLC, holding Series 63 and Series 66 credentials and 24 years of industry experience. His prior roles include positions at PFG Securities LLC, CapFinancial Securities, Pensionmark Financial Group, CAPTrust, and several other firms dating back to 2005. World Investment Advisors, LLC provides portfolio management and advisory services to individual and institutional clients, including retirement plans and endowments. The firm employs both discretionary and non-discretionary strategies, utilizing model-based and customized portfolios supported by various trading and monitoring platforms.

Enrico Franco is a financial advisor at World Investment Advisors, LLC with 47 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at World Investment Advisors since 2025, with prior roles at World Investments, LLC, MML Investors Services Inc., and MassMutual. In addition to his advisory work, he is a licensed mortgage originator working part-time as a loan officer. World Investment Advisors, LLC is an SEC-registered investment adviser serving individuals as well as institutional and retirement-plan clients. The firm offers portfolio management, advisory services, and a range of model-based and customized investment solutions supported by various platform tools, managing roughly $31.7 billion in discretionary and $39.9 billion in non-discretionary assets as of year-end 2025.

Jennette Fraler is a financial advisor with World Investment Advisors, LLC, holding Series 63 and Series 66 credentials and 26 years of industry experience. She has worked at TFS Securities, Inc. for over two decades and has been affiliated with PensionMark Financial Group LLC since 2024. Fraler also has a long-standing teaching role at Brookdale Community College. 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 access to multiple model-based and customized investment strategies, utilizing technology platforms and a broad advisor network.

Matthew Zamorski is a financial advisor at World Investment Advisors, LLC with seven years of industry experience. He holds the Series 66 designation and has worked at World Investment Advisors since 2025, previously holding roles at World Investments, LLC and Broadridge Financial. Outside of advising, he serves as Senior Manager of Accounting at Smarter Technologies, Inc., focusing on healthcare billing software. World Investment Advisors, LLC is an SEC-registered investment adviser offering portfolio management and advisory services to individuals and institutional clients, including retirement plans and endowments. The firm uses both discretionary and non-discretionary strategies, combining model-based and customized portfolios supported by multiple platform tools.

William Roberts is a financial advisor with World Investment Advisors, LLC, holding Series 63 and 66 licenses and over 31 years of industry experience. He has been affiliated with World Investments, LLC since 1995 and joined World Investment Advisors in 2025. In addition to his advisory role, he works part-time as a licensed mortgage originator. World Investment Advisors, LLC is an SEC-registered investment adviser serving individuals, institutions, and retirement plans through portfolio management, advisory services, and a variety of model-based and customized investment solutions. The firm manages both discretionary and non-discretionary assets and offers services including financial planning, tax-managed overlay, and direct indexing.

Theresa Nist is a financial advisor at World Investment Advisors, LLC with 26 years of industry experience. She holds Series 63 and Series 65 licenses and has been with World Investments, LLC since 2016 before joining World Investment Advisors in 2024. World Investment Advisors, LLC is an SEC-registered investment adviser that provides portfolio management and advisory services to individuals, institutional clients, and retirement plans. The firm employs both discretionary and non-discretionary strategies, utilizing model-based and customized portfolios supported by various trading and monitoring tools.