John Lewis III is a CFP® professional with 28 years of experience in the financial services industry. He has worked with J.W. Cole Advisors, Inc. and affiliated entities since 2018 and has been involved with Pangaea Capital Strategies LLC since 2016. Outside of his advisory roles, he serves as Fitness Committee Chairman at the Wightman Tennis Center in Weston, MA. J.W. Cole Advisors operates a large network of independent advisors providing fee-based portfolio management, financial planning, retirement plan services, and access to multiple investment platforms for individual, high-net-worth, and institutional clients. The firm offers both transaction-based and wrap-managed program options and employs a mix of fundamental and technical analysis alongside model- or manager-based strategies.

Matthew Breimayer is a financial advisor with J.W. Cole Advisors, Inc. based in Traverse City, MI. He holds Series 63 and Series 65 licenses and has 22 years of industry experience. He has been with J.W. Cole Advisors and J.W. Cole Financial since 2011 and has additional experience with various insurance carriers dating back to 2005. Outside of his advisory work, Breimayer is the president and owner of Right Path College & Career Planning, a company that assists families with scholarships, college applications, FAFSA, and college selection. J.W. Cole Advisors operates a large network of independent investment adviser representatives and offers fee-based portfolio management, financial planning, retirement plan services, and digital advice for individuals, high-net-worth clients, and institutions. The firm utilizes a range of investment strategies and platforms, including discretionary and non-discretionary account management, and integrates broker-dealer relationships within its service model.

Troy Betthauser is a financial advisor with J. W. Cole Advisors, Inc., holding a Series 66 designation and 25 years of industry experience. He has worked at Jonathan Roberts Advisory Group and J.W. Cole Financial, Inc. since 2010. Outside of advising, he serves as an executor for a family estate. J.W. Cole Advisors is an SEC-registered firm serving individuals, charities, corporations, retirement plans, and other entities through a network of over 400 independent investment adviser representatives. The firm provides portfolio management, fee-based financial planning, access to third-party managers, and various managed account solutions.

Riad Shanawany is a CFP® with 26 years of industry experience and has been with J.W. Cole Advisors, Inc. since 2011. He holds Series 63 and Series 65 licenses and is based in Tampa, FL. Outside of his advisory role, Shanawany is involved in business coaching and mentoring through BizGrowAdvisors and participates in peer-to-peer CEO groups such as Leading Peers. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a network of over 400 independent representatives. The firm offers portfolio management, financial planning, and access to various managed account solutions, with investment decisions implemented using fundamental and technical analysis or algorithmic models.

Joseph Senglaub is a financial advisor with J. W. Cole Advisors, Inc. He holds the Series 66 designation and has 25 years of industry experience. His work history includes positions at LPL Financial and SII Investments, Inc., and he has operated The Senglaub Financial Group since 1998. Outside of his advisory work, he serves as a part-time parish coordinator at St. Bruno Catholic Church in Dousman, WI. J.W. Cole Advisors operates a large network of independent Investment Adviser Representatives and provides fee-based portfolio management, financial planning, retirement plan services, and access to multiple third-party investment platforms for individuals, high-net-worth clients, and institutions. The firm employs both discretionary and non-discretionary account management using a blend of fundamental and technical strategies along with digital advice solutions.

David Solomon is a financial advisor at J. W. Cole Advisors, Inc. with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at J. W. Cole Advisors since 2019. Prior to that, he was with Global Financial Private Capital, LLC for nine years and has operated Solomon Financial Group, Inc. since 2009. His other business activities include fixed annuity and insurance sales. J. W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, retirement plans, and other entities through a national network of over 400 independent investment adviser representatives. The firm provides portfolio management, fee-based financial planning, access to third-party managers, and multiple managed account solutions.

Jared Crow is a financial advisor at J. W. Cole Advisors, Inc. with four years of industry experience. He holds the Series 66 designation and has worked at several related firms within the J.W. Cole network, including Comprehensive Financial Consultants, Inc. and J.W. Cole Financial, Inc. Prior to his advisory career, his work experience includes roles in banking and retail. J. W. Cole Advisors, Inc. operates a large network of over 480 advisors providing fee‑based portfolio management, financial planning, retirement plan services, and access to multiple investment platforms. The firm serves individuals, high-net-worth clients, and institutions using a range of discretionary and non-discretionary strategies that incorporate fundamental and technical analysis.

Mary Giblin is a Series 65-licensed financial advisor with J. W. Cole Advisors, Inc. in Tampa, FL, where she has worked for nine years. Her prior experience includes two years at State Street Bank and Trust. In addition to her advisory role, she is involved in tax preparation through River City Taxes. J.W. Cole Advisors operates a large network of independent investment adviser representatives and provides fee-based portfolio management, financial planning, and retirement plan services for individuals, high-net-worth clients, and institutional accounts. The firm employs a range of investment strategies and platforms, including discretionary and non-discretionary management, digital advice tools, and third-party manager options.

Peter Horwitch is a financial advisor with J.W. Cole Advisors, Inc. in Colorado Springs, Colorado, holding Series 63 and Series 65 licenses and with 38 years of industry experience. He has been with J.W. Cole Advisors since 2014. Outside of his advisory role, Horwitch is an independent insurance agent specializing in disability and life/accident/health insurance and is involved in managing a tourist attraction as a limited partner. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a national network of over 400 independent representatives. The firm provides portfolio management, fee-based financial planning, access to third-party managers, and various managed account solutions.

William Curtiss is a financial advisor with J. W. Cole Advisors, Inc. in Waco, TX, holding a Series 65 designation and 15 years of industry experience. He has worked at J.W. Cole Advisors since 2019 and has operated Curtiss Wealth Management since 2016. In addition to his advisory roles, Curtiss serves as president of Curtiss Insurance Agency, a separate insurance services business he has managed since 2000. J.W. Cole Advisors is a large enterprise firm with over 480 advisors that offers fee-based portfolio management, financial planning, retirement plan services, and access to multiple investment platforms for clients ranging from individuals to institutions. The firm employs a range of investment strategies and supports both discretionary and non-discretionary account management.

Ethan Nuebling is a financial advisor at J. W. Cole Advisors, Inc. in Tampa, FL, holding Series 63 and Series 65 credentials with four years of industry experience. Prior to joining J.W. Cole Advisors, he worked at Florida Financial Advisors and the University of South Florida. He also operated a lawn care business for one year. J.W. Cole Advisors operates a large network of independent advisers and offers fee-based portfolio management, financial planning, retirement services, and access to multiple third-party investment platforms for individuals, high-net-worth clients, and institutions. The firm employs a mix of discretionary and non-discretionary management strategies, combining fundamental and technical analysis along with digital advice solutions.

James Nelson is a financial advisor with J.W. Cole Advisors, Inc. He holds Series 63 and Series 65 credentials and has 22 years of industry experience. Prior to joining J.W. Cole Advisors in 2019, he worked six years at Global Financial Private Capital and G.F. Investment Services and has been involved with Dividend Wealth Management since 2009. Outside of advising, he is associated with Dividend Wealth Management, where he spends part of his time on fixed insurance sales and service. J.W. Cole Advisors operates a large network of independent Investment Adviser Representatives and provides fee-based portfolio management, financial planning, retirement plan services, and digital advice to individuals, high-net-worth clients, and institutional accounts. The firm employs a range of investment strategies and manages accounts both on a discretionary and non-discretionary basis, utilizing multiple custodial platforms and third-party investment advisers.

Arnold Pechler IV is a financial advisor with J. W. Cole Advisors, Inc. based in Fairport, NY, holding a Series 66 designation and 18 years of industry experience. He has held roles at Ameritas Life Insurance and its affiliates for over 15 years and is currently involved with Pechler Land Company, LLC. Outside of his advisory work, he owns and manages Lifetime Planning, Inc., a financial planning business, and is active as a fixed insurance salesperson. J. W. Cole Advisors operates a large network of independent advisors, providing fee-based portfolio management, financial planning, and retirement plan services to individuals, high-net-worth clients, and institutions. The firm utilizes a range of investment strategies and platforms, including discretionary and non-discretionary account management and digital advice solutions.

Tyler Bird is a financial advisor with J. W. Cole Advisors, Inc., holding a Series 65 designation and one year of industry experience. He has been associated with J.W. Cole Financial, Inc. since 2019 and Arrivasure Wealth since 2015. Tyler also serves as an advisor at ArrivaSure Wealth, where he meets with clients and manages portfolios. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, retirement plans, and other entities through a nationwide network of over 400 independent investment adviser representatives. The firm offers portfolio management, fee-based financial planning, access to third-party managers, and multiple managed account solutions, implementing investment decisions on either a discretionary or non-discretionary basis.

Joseph Pometto is a financial advisor with J.W. Cole Advisors, Inc. He holds Series 63 and Series 65 licenses and has 10 years of industry experience. His prior roles include positions at Principal Life Insurance, SuiteDynamics, Anchor Group, and Selle Financial. Outside of his advisory work, he is involved in music performance through his ownership of Inherit the Earth. J.W. Cole Advisors operates a large network of independent advisers providing fee-based portfolio management, financial planning, retirement plan services, and access to various investment platforms. The firm serves individuals, high-net-worth clients, and institutional accounts using a combination of discretionary and non-discretionary management strategies.

Kirk Bergin is a financial advisor with J.W. Cole Advisors, Inc. and holds Series 63 and Series 65 licenses. He has 15 years of industry experience and has operated Bergin Wealth Management LLC since 2010. Bergin also owns Bergin Investment Management, LLC and serves as CEO and agent of Bergin Financial Group, Inc., which focuses on life insurance, fixed annuity, and long-term care insurance sales. J.W. Cole Advisors is an SEC-registered firm serving individuals, charities, corporations, and retirement plans through a network of over 400 independent investment adviser representatives. The firm offers portfolio management, fee-based financial planning, and access to third-party managers, with investment decisions implemented on a discretionary or non-discretionary basis.

Justin Stoupis is a Series 65-licensed financial advisor with J.W. Cole Advisors, Inc., where he has worked since 2025. He has four years of experience at J.W. Cole Financial, Inc., and previously operated a business called MyFitnessKitchen. Outside of advising, he is involved with Synergy Group, Inc. in a client service and advisor support role. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a network of over 400 independent representatives. The firm provides portfolio management, financial planning, access to third-party managers, and various managed account solutions with discretionary and non-discretionary investment options.

Daniel Grieb is a financial advisor with J.W. Cole Advisors, Inc. in Omaha, NE, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked with multiple firms, including BTF Financial Group, LLC, and operates a CPA firm where he manages client accounting, tax planning, and preparation. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a network of over 400 independent investment adviser representatives. The firm offers portfolio management, fee-based financial planning, access to third-party managers, and various managed account solutions, with investment decisions implemented on discretionary or non-discretionary bases.

Randall Nakamura is a CERTIFIED FINANCIAL PLANNER™ (CFP®) and Chartered Financial Consultant (ChFC®) with 28 years of experience in the financial services industry. He has worked at J.W. Cole Advisors, Inc. since 2020 and previously spent 18 years with Cuna Brokerage Services, Inc. Nakamura is also a commissioned Notary Public in Florida. J.W. Cole Advisors, Inc. serves a broad range of clients including individuals, high-net-worth individuals, and institutional accounts, offering fee-based portfolio management, financial planning, and retirement plan services through a large network of independent advisers. The firm utilizes a combination of fundamental and technical analysis, model and manager-based strategies, and provides access to digital advice platforms and multiple custodial options.

Dianne Odom is a financial advisor at J.W. Cole Advisors, Inc. with 25 years of industry experience. She holds Series 63 and Series 65 licenses and has worked with firms including Capital Guardian, LLC before joining J.W. Cole Advisors in 2016. Outside of her advisory role, she owns and operates Dianne P. Odom, CPA, LLC, providing tax preparation services. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a national network of over 400 independent advisers. The firm offers portfolio management, fee-based financial planning, access to third-party managers, and multiple managed account solutions.