AMC Wealth Management, LLC

Adam Cross is a financial advisor at AMC Wealth Management, LLC in Chicago, IL, holding a Series 66 designation with 12 years of industry experience. His prior roles include positions at Carson Capital and Northern Trust Bank. AMC Wealth Management, LLC provides discretionary investment management and financial planning services to individuals, trusts, estates, business entities, and charitable organizations. The firm employs a strategic asset allocation framework using primarily exchange-traded funds and mutual funds, offering accessible, negotiable-fee planning without a required asset minimum.

Jason Koenig is a financial advisor at AMC Wealth Management, LLC with six years of industry experience. He holds the Series 66 designation and has previously worked at Edward Jones, Morgan Stanley, NT Concepts, and Chapel Trail Associates. AMC Wealth Management provides discretionary investment management and financial planning services to individuals, trusts, estates, business entities, and charitable organizations. The firm custom-builds portfolios primarily using exchange-traded funds and mutual funds, with an emphasis on accessible, negotiable-fee planning rather than focusing exclusively on high-net-worth clients.

Monique Holloway is a CFP® and holds a Series 65 license with 11 years of industry experience. She has worked at AMC Wealth Management, LLC since 2023 and spent nine years at Third Sigma Investment Advisors LLC prior to that. AMC Wealth Management, LLC provides discretionary investment management and financial planning services to individuals, trusts, estates, business entities, and charitable organizations. The firm uses a strategic asset allocation framework with primarily exchange-traded funds and mutual funds, offering accessible, negotiable-fee planning without a required asset minimum.

Dustin Volentine is a financial advisor at AMC Wealth Management, LLC with two years of industry experience. He holds a Series 65 designation and maintains a full-time position as a plant manager at LKQ Corporation. Additionally, Dustin operates a small cleaning business with his children outside of his advisory role. AMC Wealth Management, LLC provides discretionary investment management and financial planning services to individuals, trusts, estates, business entities, and charitable organizations. The firm customizes portfolios primarily using exchange-traded funds and mutual funds within a strategic asset allocation framework and emphasizes accessible, negotiable-fee planning and management rather than focusing exclusively on high-net-worth clients.

Hetal Saki is a CFP® with 12 years of industry experience, currently serving as an advisor at AMC Wealth Management, LLC. Her prior experience includes roles at Citizens Securities, Inc., Mariner Wealth Advisors, Baker Avenue, and Gates Pass Advisors, LLC. AMC Wealth Management, LLC provides discretionary investment management and financial planning services to individuals, trusts, estates, business entities, and charitable organizations. The firm offers custom portfolios primarily using ETFs and mutual funds, with a focus on accessible, negotiable-fee planning rather than exclusively serving high-net-worth clients.

Dino Patelis is a financial advisor at AMC Wealth Management, LLC with 23 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. His prior experience includes roles at Edward Jones, Cape Investment Advisory, American Global Wealth Management, and Chief Asset Management Group. AMC Wealth Management provides discretionary investment management and financial planning services to individuals, trusts, estates, business entities, and charitable organizations. The firm custom-builds portfolios using a strategic asset allocation framework primarily implemented with exchange-traded funds and mutual funds, and emphasizes accessible, negotiable-fee planning and management without a required asset minimum.

William Haynes is a CFP® and Series 65-registered financial advisor with four years of industry experience. He is the principal of Haynes Investment Advisors LLC and maintains a registered advisor role with AMC Wealth Management, LLC during the transition of his business. His prior work includes a position at Wells Fargo and a stint with the New York Yankees. Haynes Investment Advisors LLC provides discretionary asset management, financial planning, and consulting services to individual and high-net-worth clients. The firm’s investment approach is based on fundamental analysis and tailored strategies aligned with client goals, risk tolerance, and time horizon.