WORLD EQUITY GROUP, Inc.

Jad Hoche is a financial advisor at World Equity Group, Inc. with 10 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including HSBC Securities (USA) Inc., Citi International Financial Services LLC, and Adcap Securities, LLC. Outside of his advisory role, he is involved in business development at Electro Tech Industries, a manufacturing company specializing in electrical engineering equipment. World Equity Group provides investment advisory and brokerage services to individual and high-net-worth clients, business entities, nonprofits, and financial institutions. The firm employs a combination of model-based and customized investment approaches, managing approximately $945 million in assets.

Peter Forbes is a financial advisor with World Equity Group, Inc., holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with World Equity Group since 2010. Forbes is also licensed to sell fixed insurance products. World Equity Group provides investment advisory and brokerage services to individuals, high-net-worth clients, business entities, non-profit organizations, and financial institutions. The firm employs both model-based and customized investment approaches, offering portfolio management, financial planning, and access to third-party managers.

Todd Rollins is a CFP® with 18 years of industry experience, currently serving as a financial advisor at World Equity Group, Inc. in Libertyville, IL, where he has worked since 2007. His prior roles include positions at Midway Wealth Partners, LLC and Summit Financial, LLC. Outside of his advisory work, Mr. Rollins is involved in managing a home-based service program that hires and approves personal service workers for his disabled brother. World Equity Group provides investment advisory and brokerage services to individual and high-net-worth clients, business entities, non-profit organizations, and financial institutions. The firm employs both model-based and customized investment approaches and offers a range of portfolio management and retirement planning services.

Aaron Hevle is a financial advisor at World Equity Group, Inc. in Houston, TX, with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has held roles at firms including Next Financial Group, Mass Mutual Investors Services, and Metlife Securities Inc. Outside of his advisory work, he serves as Director of Finance at Exponent Prosperity Accelerator Advisers LLC, where he focuses on business development, transition planning, and executive retention. World Equity Group provides investment advisory and brokerage services to individuals, high-net-worth clients, business entities, non-profits, and financial institutions. The firm offers a range of portfolio management and financial planning solutions, utilizing both model-based and customized investment approaches.

Bradley Underwood is a financial advisor at World Equity Group, Inc. in Scottsdale, AZ, holding a Series 66 designation with 22 years of industry experience. He has been with World Equity Group since 2015. Outside of his advisory role, Underwood is involved in providing prepaid legal services and offers payroll and employee benefits solutions through independent contractor roles. World Equity Group serves individual and high-net-worth clients, business entities, nonprofit organizations, and financial institutions. The firm employs a combination of model-based and customized investment approaches, offering portfolio management, financial planning, and access to third-party managers.

Charles Taylor is a financial advisor with World Equity Group, Inc. in Minneapolis, MN, holding a Series 66 designation and 17 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 not participating in school teams. World Equity Group provides investment advisory and brokerage services to individual and high-net-worth clients, business entities, non-profit organizations, and financial institutions. The firm employs a combination of model-based and customized investment approaches, offering portfolio management, financial planning, and access to third-party managers.

Mark Lishchynsky Jr. is a financial advisor with World Equity Group, Inc. in Schaumburg, IL, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has been with World Equity Group since 2013. World Equity Group provides investment advisory and brokerage services to individual and high-net-worth clients, business entities, non-profit organizations, and financial institutions. The firm employs a combination of model-based and customized investment approaches and offers portfolio management, financial planning, and retirement plan advisory services.

Shannon Powell is a Series 65-licensed financial advisor with eight years of industry experience, currently serving at WORLD EQUITY GROUP, Inc. since 2017. Prior to this, Powell worked at Vitale, Smyth & Associates LLC from 2014 to 2016. In addition to advisory work, Powell manages an accounting and tax firm, Sherman CPA PC, as a tax manager. WORLD EQUITY GROUP provides investment advisory and brokerage services to individuals, high-net-worth clients, business entities, non-profit organizations, and financial institutions. The firm employs a combination of model-based and customized investment approaches, offering portfolio management, financial planning, and access to third-party managers.

John Straley is a financial advisor at VestGen Advisors, LLC with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has been affiliated with World Equity Group since 2008. Outside of his advisory work, he is a partner in Caliwood Pictures, involved in movie production and project selection, and serves on the membership committee for The Bridge Youth & Family Services, a charitable organization. VestGen Advisors, LLC is a multi-team registered investment adviser managing approximately $3.47 billion for over 9,400 clients. The firm serves individual and high-net-worth clients, offering discretionary and non-discretionary investment management, financial planning, and retirement plan services, utilizing a combination of analytical methods and third-party managers to implement portfolios.

Mark Kaplan is a financial advisor with WORLD EQUITY GROUP, Inc. holding Series 63 and Series 65 credentials and eight years of industry experience. His career includes roles at firms such as New York Life, Compass Retirement Solutions, and Park Avenue Securities. He is also a producer at Wright Insurance Planning, where he is involved in the life insurance business. WORLD EQUITY GROUP provides investment advisory and brokerage services to individual and high-net-worth clients, business entities, non-profits, and financial institutions. The firm offers a range of portfolio management and financial planning services, utilizing both model-based and customized approaches that incorporate quantitative, fundamental, and technical analysis.

Anthony Lavarda is a financial advisor with World Equity Group, Inc. in Naperville, IL, holding a Series 63 designation and 39 years of industry experience. He has been with World Equity Group since 2009. Outside of his advisory role, he is the founder of St Raphael Lame Ducks, a prayer and social service group. World Equity Group provides investment advisory and brokerage services to individual and high-net-worth clients, business entities, non-profit organizations, and financial institutions. The firm uses a combination of model-based and customized investment approaches, including proprietary models and third-party manager allocations, managing approximately $944.7 million in assets.

Paul Kaczmarczyk is a financial advisor with World Equity Group, Inc. in Schaumburg, Illinois. He holds a Series 66 designation and has 18 years of industry experience, including 16 years with World Equity Group. Outside of his advisory role, he serves as treasurer for the Schaumburg Athletic Association United Soccer Club, a nonprofit youth soccer organization. World Equity Group provides investment advisory and brokerage services to individual and high-net-worth clients, business entities, nonprofits, and financial institutions. The firm employs a mix of model-based and customized investment approaches and offers portfolio management, financial planning, and retirement plan advisory services.

Michael Manno is a financial advisor at World Equity Group, Inc. in Schaumburg, IL, holding Series 63 and Series 66 designations with 41 years of industry experience. He has been with World Equity Group since 2003. World Equity Group provides investment advisory and brokerage services to individual and high-net-worth clients, business entities, non-profits, and financial institutions. The firm offers portfolio management, financial planning, and access to third-party managers, using a combination of model-based and customized investment approaches.

Gary Richards is a CFP® professional with over 31 years of experience in the financial industry. He has been with World Equity Group, Inc. since 1994. Outside of his advisory role, Richards is involved in the sale of fixed life insurance and annuities. World Equity Group serves individual and high-net-worth clients, business entities, non-profit organizations, and financial institutions, offering a range of investment advisory and brokerage services. The firm employs both model-based and customized investment approaches and manages approximately $945 million in assets.

Lissette Strefner is a financial advisor at World Equity Group, Inc. with 23 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at World Equity Group since 2015. Prior to that, she has been associated with AIG American General Life Insurance Company since 2002. Outside of her advisory role, she engages in reselling used clothing as a hobby. World Equity Group provides investment advisory and brokerage services to individual and high-net-worth clients, business entities, non-profit organizations, and financial institutions. The firm offers a range of portfolio management and financial planning services, utilizing both model-based and customized investment approaches.