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Hunter M
Series 66
Tampa, FL
J. W. Cole Advisors, Inc.
Hunter Mc Carthy is a Series 66 licensed advisor with J.W. Cole Advisors, Inc., based in Tampa, FL, with three years of industry experience. Prior to joining J.W. Cole Advisors, he worked in the automotive and restaurant sectors and has a background linked to Florida State University. 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 investment adviser representatives. The firm provides portfolio management, financial planning, access to third-party managers, and multiple managed account solutions.
Christy H
CFP®, Series 66
Hill City, SD
J. W. Cole Advisors, Inc.
Christy Hawthorne is a CFP® with nine years of industry experience, currently serving as a financial advisor at J. W. Cole Advisors, Inc. Prior to joining J.W. Cole in 2023, she worked at Edward Jones for six years and has a background in education, having taught humanities courses online as an adjunct professor at San Joaquin Delta College. Outside of her advisory role, she is involved in creative digital and media content production and fiction publishing. J.W. Cole Advisors operates through a large network of independent Investment Adviser Representatives, providing fee-based portfolio management, financial planning, retirement plan services, and access to multiple investment platforms for individuals, high-net-worth clients, and institutions. The firm employs a variety of investment strategies and offers both discretionary and non-discretionary account management.
Kevin F
Series 63, Series 65
Tampa, FL
J. W. Cole Advisors, Inc.
Kevin Ford is a financial advisor with J.W. Cole Advisors, Inc. in Jupiter, Florida. He holds Series 63 and Series 65 licenses and has 28 years of industry experience. Ford has been with J.W. Cole Advisors and its affiliated entity, J.W. Cole Financial, since 2010. He is also involved as managing partner of Oceanside Wealth Management, where he focuses on financial planning, investments, and insurance. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a nationwide network of over 400 independent representatives. The firm provides portfolio management, fee-based financial planning, access to third-party managers, and multiple managed account solutions, implementing investment decisions on discretionary or non-discretionary bases.
Sarah T
Series 65
Tampa, FL
J. W. Cole Advisors, Inc.
Sarah Taylor is a financial advisor at J. W. Cole Advisors, Inc. in Tampa, FL, holding a Series 65 designation. She has been with J.W. Cole Financial, Inc. since 2021 and joined J.W. Cole Advisors in 2026. Prior to her advisory roles, she worked at Citrix Systems, Inc. and Tyco International. J.W. Cole Advisors operates a large network of independent advisers and offers fee-based portfolio management, financial planning, retirement plan services, and third-party manager platforms to individuals, high-net-worth clients, and institutions. The firm uses a mix of fundamental and technical analysis along with digital advice and model or manager-based strategies.
Brooke P
Series 66
Sauk City, WI
J. W. Cole Advisors, Inc.
Brooke Palmer is a Series 66-licensed financial advisor with nine years of industry experience. She is currently with J.W. Cole Advisors, Inc. and J.W. Cole Financial, Inc., having joined in 2025. Her prior experience includes roles at LPL Financial, Bankers' Bank, and UBS Financial Services. Outside of her advisory work, Palmer has been involved with KD's Bar and Grill and the Lodi Volleyball Club. 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, fee-based financial planning, access to third-party managers, and various managed account solutions, utilizing discretionary and non-discretionary investment approaches.
Julie B
Series 65, Series 63
Colorado Springs, CO
J. W. Cole Advisors, Inc.
Julie Bishop is a financial advisor with J. W. Cole Advisors, Inc. in Colorado Springs, CO, holding Series 65 and Series 63 credentials and 13 years of industry experience. She has worked at J.W. Cole Advisors and J.W. Cole Financial since 2015 and has been associated with Avon Products Inc. since 2003 as a sales representative. Outside of her advisory role, she is involved in direct sales with Avon and has ownership in a non-investment related company, Big Teepee Investments, LLC. J.W. Cole Advisors operates a large network of independent advisors and offers fee-based portfolio management, financial planning, retirement plan services, and digital advice to individuals, high-net-worth clients, and institutions. The firm utilizes a variety of investment approaches, including model and manager-based strategies, and maintains affiliations with a broker-dealer, providing access to multiple custodial platforms and commissionable product options.
Charles R
Series 63, Series 65
Grand Rapids, MI
J. W. Cole Advisors, Inc.
Charles Rushmore is a financial advisor with J.W. Cole Advisors, Inc. in Grand Rapids, MI, holding Series 63 and Series 65 licenses and 28 years of industry experience. His prior roles include positions at USA Financial Securities, Great Lakes Tax Team, LLC, and Planmember Securities Corporation. Outside of his advisory work, he owns a woodworking business called Artisan at Honey Creek. 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 offers portfolio management, financial planning, access to third-party managers, and multiple managed account solutions.
Barrington B
Series 63, Series 65
Tampa, FL
J. W. Cole Advisors, Inc.
Barrington Brower is a financial advisor with J.W. Cole Advisors, Inc. in Tampa, FL, holding Series 63 and Series 65 designations and bringing 35 years of industry experience. He has been with J.W. Cole Advisors and J.W. Cole Financial since 2016. Outside of his advisory role, Brower serves as trustee for multiple family trusts and is owner and president of Brower Financial Group, a financial planning and trust management firm. J.W. Cole Advisors, Inc. operates a large network of independent advisors offering fee-based portfolio management, financial planning, retirement plan services, and access to third-party manager platforms. The firm serves individuals, high-net-worth clients, and institutional accounts using a mix of discretionary and non-discretionary strategies and various investment approaches.
Joshua B
Series 66
Temecula, CA
J. W. Cole Advisors, Inc.
Joshua Byer is a financial advisor at J. W. Cole Advisors, Inc. with 21 years of industry experience. He has been with J. W. Cole Advisors and its affiliated entities since 2013 and has worked at Milton Financial since 2001. He holds a Series 66 designation. 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 investment adviser representatives. The firm offers portfolio management, fee-based financial planning, and access to multiple managed account solutions, implementing investment decisions through discretionary or non-discretionary approaches.
Katherine E
Series 66
Wayne, PA
J. W. Cole Advisors, Inc.
Katherine Ettingoff is a financial advisor with J.W. Cole Advisors, Inc. She holds the Series 66 designation and has 10 years of industry experience. Prior to joining J.W. Cole Advisors in 2019, she worked at Wells Fargo Clearing and Wells Fargo Advisors. J.W. Cole Advisors is an SEC-registered investment adviser that serves individuals, charities, corporations, and retirement plans 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.
Ricky L
Series 63, Series 65
Midlothian, VA
J. W. Cole Advisors, Inc.
Ricky Lafon is a financial advisor at J. W. Cole Advisors, Inc. with 10 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 four years and has been involved with Financial Dynamics since 2014, where he provides insurance products as part of client financial plans. 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 offers portfolio management, fee-based financial planning, access to third-party investment managers, and multiple managed account solutions with investment decisions implemented on either a discretionary or non-discretionary basis.
Zachary C
Series 65, Series 63
Jacksonville, FL
J. W. Cole Advisors, Inc.
Zachary Cohen is a financial advisor with J. W. Cole Advisors, Inc. in Jacksonville, FL, holding Series 65 and Series 63 credentials with 13 years of industry experience. He has worked at J.W. Cole Advisors, J.W. Cole Financial, St. Johns Asset Management, and Guardian. Cohen is involved in wealth management services targeting medical and dental professionals through Douglas & Cohen Doctor's Wealth, focusing on insurance and wealth management for this niche market. J. W. Cole Advisors operates a large network of independent advisors and offers 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 fundamental and technical analysis, model or manager-based strategies, and digital advice solutions.
Leslie V
Series 66
Tampa, FL
J. W. Cole Advisors, Inc.
Leslie Valant is a financial advisor at J. W. Cole Advisors, Inc. with 16 years of industry experience and holds the Series 66 designation. Her prior experience includes roles at Edward Jones, Labrüm Wealth Management, and Intelligence Driven Advisers, LLC. Outside of advising, she serves as President of the Lower Keys Chamber of Commerce and is involved in divorce financial planning as a Certified Divorce Financial Analyst. J. W. Cole Advisors is an SEC-registered adviser serving individuals, charities, corporations, and retirement plans through a network of over 400 independent representatives. The firm provides portfolio management, fee-based financial planning, access to third-party managers, and digital advice, with investment decisions made on discretionary or non-discretionary bases.
David S
ChFC®, Series 66
Hilton Head, SC
J. W. Cole Advisors, Inc.
David Seibel is a financial advisor at J. W. Cole Advisors, Inc. with 12 years of industry experience. He holds the ChFC® and Series 66 designations. Prior to joining J. W. Cole Advisors in 2019, he worked at Global Financial Private Capital, LLC. Seibel is also managing partner of AGS Aurora Financial Services, a financial planning and advisory firm, and serves as co-trustee and executor for his father's estate. 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 investment adviser representatives. The firm offers portfolio management, fee-based financial planning, access to third-party managers, and various managed account solutions.
Kameryn S
CFP®, Series 65, Series 63
Lakeville, MN
J. W. Cole Advisors, Inc.
Kameryn Siemers is a CFP® with four years of industry experience, currently serving as an advisor at J.W. Cole Advisors, Inc. in Lakeville, MN. Prior to joining J.W. Cole, Siemers worked at SPC and Midwest Money Management, where they held the role of Associate Advisor. J.W. Cole Advisors operates a large network of independent advisers and offers fee-based portfolio management, financial planning, and retirement plan services for individuals, high-net-worth clients, and institutional accounts. The firm uses a variety of investment strategies, including discretionary and non-discretionary management, and incorporates digital advice platforms and third-party managers in its services.
Philip S
Series 63
Watertown, NY
J. W. Cole Advisors, Inc.
Philip Sprague is a financial advisor with J. W. Cole Advisors, Inc., holding a Series 63 credential and over 41 years of industry experience. Prior to joining J.W. Cole Advisors in 2021, he worked for MML Investors Services, Inc. for 37 years. He is involved in community activities through volunteer leadership roles at First Presbyterian Church and serves as Co-Trustee and Executor of an estate. J.W. Cole Advisors operates through a large network of independent advisers and offers fee-based portfolio management, financial planning, retirement plan services, and access to third-party investment platforms for individual, high-net-worth, and institutional clients. The firm employs a mix of discretionary and non-discretionary account management strategies and integrates both fundamental and technical analysis in its approach.
Jay S
Series 63, Series 65
Brookfield, WI
J. W. Cole Advisors, Inc.
Jay Stueber is a financial advisor with J.W. Cole Advisors, Inc. He holds Series 63 and Series 65 licenses and has 16 years of industry experience. Stueber has been with J.W. Cole Financial, Inc. since 2011 and joined J.W. Cole Advisors, Inc. in 2026. J.W. Cole Advisors operates a large network of independent Investment Adviser Representatives and offers fee-based portfolio management, financial planning, retirement plan services, third-party manager platforms, digital advice, and annuity sub-account management to individuals, high-net-worth clients, and institutional accounts. The firm provides both transaction-based and wrap managed program options and utilizes a mix of fundamental and technical analysis, model or manager-based strategies, and multiple custodial platforms.
Lucy S
Series 65
Greenbelt, MD
J. W. Cole Advisors, Inc.
Lucy Slovon is a financial advisor at J. W. Cole Advisors, Inc. with four years of industry experience. She holds a Series 65 designation and has been with J.W. Cole Advisors since 2019. In addition to her advisory role, she is president of SFG Marketing, Inc., where she develops and executes marketing strategies. 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.
Jordan C
CFP®, Series 66
Tampa, FL
J. W. Cole Advisors, Inc.
Jordan Carlson is a CFP® professional with five years of industry experience, currently affiliated with J.W. Cole Advisors, Inc. since 2020. He also maintains a role with Mosaic Wealth Management Group, operating as a financial planner. 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 a variety of managed account solutions.
Aaron G
Series 63, Series 65
Phillips, WI
J. W. Cole Advisors, Inc.
Aaron Gago is a financial advisor at J.W. Cole Advisors, Inc. with 18 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Parkland Securities for nine years. In addition to his advisory role, he is president of Highland Money Management, an investment-related business. J.W. Cole Advisors is an SEC-registered firm serving individuals, charities, corporations, and retirement plans through a national network of over 400 independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing discretionary and non-discretionary approaches that include fundamental and technical analysis, model portfolios, and digital advice platforms.
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