James Cox is a financial advisor at Cox & Cook Wealth Advisors in Dublin, Ohio, with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Cambridge Investment Research and its advisory affiliate since 2009. Cox has been associated with Cox & Cook Wealth Advisors, formerly Cox Financial Group, for over two decades. Cox & Cook Wealth Advisors manages approximately $120 million in assets for individual and high-net-worth clients, retirement plans, and small businesses. The firm provides portfolio management, financial planning, and consulting services, combining modern portfolio theory and options strategies with discretionary management tailored to client goals and risk tolerances.

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.