Warwick, RI Office

David Radoccia is a financial advisor at World Investment Advisors, LLC with over 40 years of industry experience. He holds the CFP® and ChFC® designations and has worked at firms including Pensionmark Securities, LLC and Meridien Financial Group, Inc. He is also involved as a principal and sales representative in Meridien Benefits, Inc., focusing on insurance and investment sales. World Investment Advisors, LLC is an SEC-registered investment adviser serving individuals and a variety of institutional and retirement-plan clients. The firm offers portfolio management and advisory services through discretionary and non-discretionary solutions, utilizing model-based and customized strategies supported by advanced trading and monitoring platforms.

Windy Fino is a financial advisor at World Investment Advisors, LLC with 14 years of industry experience. She holds the Series 63 and Series 65 licenses and has held roles at Pensionmark Securities, Pensionmark Financial Group, and Meridien Benefits, Inc. Outside of advising, she provides administrative support and client operations for Meridien Benefits, Inc. World Investment Advisors, LLC is an SEC-registered investment adviser serving individuals and various institutional and retirement-plan clients. The firm offers a range of portfolio management services, including wrap-fee programs, advisor-managed platforms, and third-party money manager access, utilizing model-based strategies alongside customized portfolios.

George Warburg is a CFP®-credentialed financial advisor with eight years of industry experience. He is currently with World Investment Advisors, LLC, where he has worked since 2023, following positions at Pensionmark Securities, LLC, LPL Financial, Ameriprise Financial Services, and Wells Fargo Clearing. Outside of advising, he is a minority owner of Foglia, a restaurant operated by Twelve Catering, LLC. 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, using a combination of model-based and customized portfolios supported by various analytical and trading tools.

Johnpaul Baughman is a financial advisor at World Investment Advisors, LLC with two years of industry experience. He holds a Series 66 designation and has previously worked with firms including Fidelity Investments and Pensionmark Securities. His career background also includes roles outside of finance, such as positions at Thomas More College of Liberal Arts and Preferred Pump and Equipment. World Investment Advisors, LLC is an SEC-registered investment adviser serving individuals and institutional clients with portfolio management and advisory services. The firm employs both discretionary and non-discretionary strategies, utilizing model-based and customized portfolios supported by various trading and monitoring platforms.

Susy Peddle is a financial advisor with World Investment Advisors, LLC, holding a Series 65 credential and over 20 years of industry experience. She worked at Compton Capital Management from 2004 to 2022 before joining her current firm in 2023. World Investment Advisors, LLC is an SEC-registered investment adviser serving individuals and various institutional and retirement-plan clients. The firm offers portfolio management and advisory services through a range of models and platforms, employing both discretionary and non-discretionary strategies that incorporate fundamental, technical, and cyclical analysis.

Karen Robinson is a financial advisor with World Investment Advisors, LLC, holding a Series 66 license and six years of industry experience. Her prior roles include positions at LPL Financial, OSAIC, and Waddell & Reed Inc. She serves as a power of attorney and healthcare proxy for a family member. World Investment Advisors, LLC is an SEC-registered investment adviser providing portfolio management and advisory services to individuals, institutional clients, and retirement plans. The firm offers discretionary and non-discretionary strategies, combining model-based and customized portfolios supported by various trading and monitoring platforms.

Alison Segall is a financial advisor at World Investment Advisors, LLC with 24 years of industry experience. She holds the ChFC® designation and Series 63 license. In addition to her advisory role, she is the managing member and owner of Segall & Associates, LLC, an insurance marketing and services firm, and serves as Executive Vice President at Meridien Benefits, Inc., a consulting and life insurance marketing company. 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 offers discretionary and non-discretionary solutions using model-based and customized strategies, supported by extensive trading, rebalancing, and monitoring tools.