Lisa Luebeck is a financial advisor with J.W. Cole Advisors, Inc. in Edina, MN, holding Series 63 and Series 65 credentials and nine years of industry experience. She previously worked at Mutual of Omaha Investor Services and Park Avenue Securities. Outside of her advisory role, she is also a freelance musician. J.W. Cole Advisors operates a large network of independent Investment Adviser Representatives, providing fee-based portfolio management, financial planning, retirement plan services, and access to multiple third-party managers and digital advice platforms for individuals, high-net-worth clients, and institutions.

Deanna Williamson is a financial advisor with J.W. Cole Advisors, Inc., holding a Series 66 designation and bringing 24 years of industry experience. She has been with J.W. Cole Advisors and its affiliated firm since 2013. Outside of her advisory role, she owns and operates Williamson Financial Investments and Planning, providing investment management and retirement consulting services since 2005. 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, fee-based financial planning, and multiple managed account solutions, utilizing discretionary and non-discretionary approaches that include fundamental and technical analysis as well as algorithmic allocations.

Mark Scordato is a Series 66 licensed financial advisor with 24 years of industry experience. He has worked at J.W. Cole Advisors, Inc. since 2019 and previously spent nine years with Global Financial Private Capital, LLC, among other roles. Outside of his advisory work, he is president and creator of Redline WFO Productions, LLC, a company focused on developing television show concepts. 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 multiple investment platforms. The firm serves individuals, high-net-worth clients, and institutions using a combination of discretionary and non-discretionary account management approaches.

Louis Wilcox is a Series 66-licensed financial advisor with seven years of industry experience. He is currently with J.W. Cole Advisors, Inc. and previously worked at firms including Morgan Stanley, E*TRADE, Bank of America, Merrill, and Investa Services. He also spent over a decade affiliated with the University of North Florida. 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 institutional accounts. The firm employs a range of investment strategies and platforms, including both discretionary and non-discretionary account management.

Stephen Ross is a financial advisor at J.W. Cole Advisors, Inc. with seven years of industry experience. He holds a Series 65 designation and has worked at J.W. Cole Advisors since 2019. Ross is also involved with Synergy Group as a marketing director, where he has worked since 2014. 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, third-party manager access, and multiple managed account solutions.

Aidan O Connor is a financial advisor with J. W. Cole Advisors, Inc., holding a Series 66 designation and beginning his industry career in 2026. His prior experience includes roles at J.W. Cole Financial, Inc., Commonwealth Financial Network, Benjamin & Company, LLC, and Marcks, LLC. He also spent thirteen years in full-time education before entering the financial industry. 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 to individuals, high-net-worth clients, and institutional accounts. The firm employs a mix of discretionary and non-discretionary management approaches, utilizing fundamental and technical analysis, model and manager-based strategies, and multiple custodial platforms.

Dianne Fay is a CFP®-certified financial advisor with 34 years of industry experience, currently affiliated with J. W. Cole Advisors, Inc. She has held roles at The O.N. Equity Sales Company and Ohio National Financial Services from 2007 to 2022. In addition to her advisory work, she oversees operations as president of Fay & Associates, a tax and accounting practice. J. W. Cole Advisors, Inc. supports a large network of independent investment adviser representatives and offers fee-based portfolio management, financial planning, and retirement plan services to individuals, high-net-worth clients, and institutions. The firm employs a variety of investment strategies and platforms, including discretionary and non-discretionary account management and digital advice solutions.

Steven Serinsky is a financial advisor with J.W. Cole Advisors, Inc. in Stuart, Florida, holding Series 63 and Series 66 designations and 29 years of industry experience. He has been with J.W. Cole Advisors and J.W. Cole Financial since 2014. Outside of advising, he serves as trustee for family trusts. 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 multiple managed account solutions.

Damon Palestra is a financial advisor with J.W. Cole Advisors, Inc. and holds Series 63 and Series 65 licenses. He has three years of industry experience and has been affiliated with J.W. Cole Advisors since 2024. Additionally, he owns and operates Palestra Financial, an independent advisory and insurance business. J.W. Cole Advisors serves a broad client base including individuals, high-net-worth clients, and institutional accounts, offering fee-based portfolio management, financial planning, retirement plan services, and access to multiple third-party investment platforms. The firm uses a combination of fundamental and technical analysis, model-based strategies, and digital advice tools to manage accounts on both discretionary and non-discretionary bases.

Gail Leonard is a financial advisor with J. W. Cole Advisors, Inc., holding a Series 66 designation and 23 years of industry experience. She has worked with Jonathan Roberts Advisory Group, Inc. and J.W. Cole Financial since 2011. Leonard is a Retirement Income Certified Professional (RICP®) and is involved in fixed insurance sales on a limited basis. 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 access to multiple investment platforms for individuals, high-net-worth clients, and institutional accounts.

Laurie Gnall is a financial advisor with J. W. Cole Advisors, Inc., holding a Series 66 designation and bringing 20 years of industry experience. She has been associated with Jonathan Roberts Advisory Group, Inc. since 2008 and Your Financial Community of PA, Inc. since 2005. Laurie is also a founding partner of Infinity Financial Group, LLC. 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 individual, high-net-worth, and institutional clients. The firm employs a combination of discretionary and non-discretionary management strategies with fundamental and technical analysis, model and manager-based approaches, as well as digital advice tools.

Nicholas Dostal is a financial advisor with J.W. Cole Advisors, Inc. in Omaha, NE, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. His prior work includes roles at Securities America Advisors and Securities America, Inc., with his current tenure at J.W. Cole Advisors beginning in 2020. Outside of advising, he is involved in youth sports coaching. J.W. Cole Advisors operates a large network of independent Investment Adviser Representatives, offering 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 utilizes a blend of fundamental and technical analysis, discretionary and non-discretionary management, and incorporates digital advice providers in its client solutions.

Edward Castleberry is a financial advisor at J. W. Cole Advisors, Inc. with 43 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. Prior to joining J. W. Cole Advisors in 2021, he was associated with Cetera Advisors LLC and has operated Castleberry Financial Services since 1975. Outside his advisory work, he serves as president of the Silverbrooke Homeowners Association. J. W. Cole Advisors operates a large network of independent advisers and offers 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 platforms, including discretionary and non-discretionary account management, model-based approaches, and third-party manager platforms.

Sarah Martin is a financial advisor with J. W. Cole Advisors, Inc. in Colorado Springs, CO, holding a Series 65 designation and three years of industry experience. Prior to joining J. W. Cole Advisors in 2022, she worked at Scheels and Starbucks, and she has been the owner of Hot Asana Yoga Studio since 2015. J. W. Cole Advisors is a national SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a network of over 400 independent advisers. The firm provides portfolio management, fee-based financial planning, access to third-party managers, and multiple managed account solutions.

Tedric Hoornstra is a financial advisor with J. W. Cole Advisors, Inc., holding Series 63 and Series 65 credentials and 27 years of industry experience. He has been with J.W. Cole Advisors and J.W. Cole Financial since 2009. Outside of his advisory role, he is involved in fixed insurance as an agent and is engaged in entrepreneurial activities including founding a shell company for revenue and participating in an online drop shipping business. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, retirement plans, and other entities through a network of over 400 independent investment adviser representatives. The firm offers portfolio management, financial planning, access to third-party managers, and various managed account solutions, with advisory decisions implemented on either a discretionary or non-discretionary basis.

Paul Avila is a financial advisor at J. W. Cole Advisors, Inc. with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at LPL Financial, LLC, and Independent Financial Group prior to joining J.W. Cole Advisors. He is also involved in fixed and health insurance activities. J.W. Cole Advisors serves individuals, charities, corporations, and retirement plans through a national network of over 400 independent investment adviser representatives. The firm offers a range of portfolio management and financial planning services, including access to third-party investment managers and multiple managed account solutions.

Lynda Cichosz is a financial advisor at J. W. Cole Advisors, Inc. with three years of industry experience. She holds a Series 66 designation and has held roles at J.W. Cole Advisors, Trinity Retirement Solutions LLC, and LPL Financial LLC. She has also operated as a self-employed advisor and worked outside the financial industry prior to 2016. J. W. Cole Advisors, Inc. supports a large network of independent advisors and offers a range of services including fee-based portfolio management, financial planning, and retirement plan solutions for individuals, high-net-worth clients, and institutions. The firm utilizes various investment strategies and platforms, including discretionary and non-discretionary account management and digital advice options.

Caleb Landry is a financial advisor with J. W. Cole Advisors, Inc., holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining J. W. Cole Advisors, he worked in education and construction roles and has experience as a restaurant server and an insurance agent. J. W. Cole Advisors is an SEC-registered firm serving individuals, charities, corporations, and retirement plans through a network of over 400 independent advisers, offering portfolio management, financial planning, third-party manager access, and various managed account solutions.

Brian Mcclelland is a financial advisor at J. W. Cole Advisors, Inc. with 24 years of industry experience. He holds a Series 66 designation and has worked with Jonathan Roberts Advisory Group, J.W. Cole Financial, Inc., and MCCLELLAND SAMUEL & FEHNEL, LLP. Outside of advising, he is a partner at a non-investment related CPA firm, MCCLELLAND SAMUEL FEHNEL & BUSCH LLP. 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 access to third-party manager platforms for individuals, high-net-worth clients, and institutional accounts. The firm utilizes a variety of investment strategies and custodial platforms, providing both discretionary and non-discretionary account management.

Leonard Rhoades is a financial advisor with J. W. Cole Advisors, Inc. in Grand Rapids, MI, holding Series 63 and Series 65 credentials and 15 years of industry experience. He previously worked at Global Financial Private Capital for seven years before joining J.W. Cole Advisors in 2019. Outside of his advisory role, he has been an insurance agent since 1993, providing financial planning services. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, retirement plans, and other entities through a network of over 400 independent representatives. The firm offers portfolio management, fee-based financial planning, access to third-party managers, and multiple managed account solutions, with investment decisions implemented on either a discretionary or non-discretionary basis.