James Cox is a financial advisor with Cox & Cook Wealth Advisors in Dublin, OH, holding Series 63 and Series 65 licenses and with 26 years of industry experience. He has worked at Cambridge Investment Research Advisors, Inc. since 2009 and has been with Cox & Cook Wealth Advisors since 1999. Cox & Cook Wealth Advisors serves individuals, pension and profit-sharing plans, and corporations, managing approximately $98.7 million across about 205 client relationships. The firm provides portfolio management, financial planning, and consulting services, employing a combination of charting, fundamental and technical analysis, and modern portfolio theory to implement long-term and options-based strategies.

Cory Cook is a financial advisor at Cox & Cook Wealth Advisors in Dublin, Ohio, with 14 years of industry experience. He holds the Series 66 designation and has worked at Purshe Kaplan Sterling Investments since 2015. Outside of investment advising, he is an independent insurance agent involved in the sale of insurance products and fixed annuities. Cox & Cook Wealth Advisors serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans and corporations. The firm manages approximately $98.7 million across about 205 client relationships, providing portfolio management, financial planning, and consulting with a focus on individualized Investment Policy Statements and a mix of analytical approaches for long-term and options-based strategies.