Christopher Cole is a CFP® with 14 years of industry experience. He is the principal at Cole Financial Advisors, Inc. in Provo, UT, where he has worked since 2023, following an 11-year tenure at Cetera Advisor Networks LLC. Cole is also a licensed mortgage loan officer with Innovative Mortgage Alliance. Cole Financial Advisors, Inc. provides portfolio management and pension consulting primarily for pension and employee benefit plans and other institutional vehicles. The firm employs a model-driven, committee-governed investment process and offers discretionary portfolio management alongside a Strategic Wealth Management platform for individually managed accounts.

Edward Cole is a CFP® with 43 years of industry experience. He is a principal at Cole Financial Advisors, Inc. in Provo, UT, where he has worked since 2023. Prior to this, he spent 15 years at Cetera Advisor Networks LLC and has been associated with LPL Financial since 2023. Cole Financial Advisors, Inc. provides portfolio management and pension consulting primarily for pension and employee benefit plans and other institutional clients. The firm employs a model-driven, committee-governed investment process that integrates fundamental analysis, modern portfolio theory, and quantitative methods, and offers discretionary portfolio management through a Strategic Wealth Management platform.