Peter Owh is a financial advisor with J.W. Cole Advisors, Inc., holding a Series 66 designation and 25 years of industry experience. His prior roles include positions at Hornor Townsend & Kent Inc and Penn Mutual Life Insurance Company, where he worked for 11 years. He also serves as Chief Operating Officer of Champlin & Associates, a financial services firm. 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, with investment decisions implemented on discretionary or non-discretionary bases.

Robert Barley Jr. is a financial advisor with J.W. Cole Advisors, Inc. in Rochester, NY, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. His prior roles include positions at LPL Financial and Private Advisor Group, LLC. Outside of his advisory work, he serves on the Town of Henrietta Town Council and is the board treasurer for the Tim Horton’s Ice Plex hockey arena. 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 offers portfolio management, fee-based financial planning, access to third-party managers, and various managed account solutions implemented on discretionary or non-discretionary bases.

Rose Di Lecce is a financial advisor with J.W. Cole Advisors, Inc. based in Tampa, FL, holding a Series 66 credential and 25 years of industry experience. Her prior work includes roles at Allen & Company of Florida, Inc. and LPL Financial, LLC. She is also the operations manager of Financial Cornerstone Group, LLC. J.W. Cole Advisors operates 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 uses a mix of discretionary and non-discretionary management strategies and provides access to multiple third-party platforms and providers.

Jean Larsen is a CFP® with 40 years of industry experience, currently serving as an advisor at J.W. Cole Advisors, Inc. since 2015. She also has a long-standing role at JP Financial Center, Inc., where she is an owner and officer involved in selling fixed insurance products. Additionally, she operates a tax preparation business as a sole proprietor and holds notary credentials. J.W. Cole Advisors is an SEC-registered investment adviser that serves 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 managers, and multiple managed account solutions, with investment decisions implemented on discretionary or non-discretionary bases.

Daniel Maclean is a CFP® professional with 17 years of industry experience, currently serving as a financial advisor at J. W. Cole Advisors, Inc. in Tampa, FL. His prior experience includes roles at Fidelity Investments and Morgan Stanley. 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.

Trevor Endres is a financial advisor at J. W. Cole Advisors, Inc. with four years of industry experience. He previously worked at Fisher Investments and Concorde Asset Management. 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 utilizes a variety of investment strategies and platforms, including discretionary and non-discretionary management and access to multiple third-party advisers.

Sarah Mc Donald is a CFP® with 13 years of industry experience, currently serving as a financial advisor at J.W. Cole Advisors, Inc. since 2020. Her prior roles include positions at Arcadia Wealth Management, LLC and Edward Jones. 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 representatives. The firm offers portfolio management, fee-based financial planning, access to third-party managers, and multiple managed account solutions, utilizing both discretionary and non-discretionary investment approaches.

Karl Furno is a CFP® with 19 years of experience in the financial services industry. He has worked at J.W. Cole Advisors, Inc. since 2017 and previously spent 10 years at G.A. Repple & Company. Outside of his advisory role, Furno is a senior advisor and partial owner of Mosaic Wealth Management Group and has longstanding involvement with the Central Florida YMCA. J.W. Cole Advisors, Inc. is an enterprise firm with a large network of over 480 advisors providing fee-based portfolio management, financial planning, and retirement plan services for individuals, high-net-worth clients, and institutions. The firm offers both discretionary and non-discretionary account management using a variety of investment strategies and platforms.

Wendy Meyer is a CFP® and holds a Series 66 license, with 21 years of experience in the financial services industry. She is currently with J.W. Cole Advisors, Inc. and J.W. Cole Financial, Inc., where she has worked since 2024. Prior to that, she spent nearly two decades with Ameriprise Financial Services and Ameriprise. In addition to her advisory role, Meyer operates Pivotal Wealth Planning, LLC as an independent contractor and president. 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 provides portfolio management, fee-based financial planning, access to third-party managers, and multiple managed account solutions, utilizing both discretionary and non-discretionary strategies.

Evan Conley is a financial advisor at J.W. Cole Advisors, Inc. with 15 years of industry experience. He holds a Series 66 designation and has been with J.W. Cole Advisors and J.W. Cole Financial since 2014. Outside of his advisory role, he serves as president of ECC Wealth Management, an S-corporation unrelated to investment activities. 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, fee-based financial planning, access to third-party managers, and various managed account solutions, implementing investment decisions through discretionary or non-discretionary strategies.

William Wright is a Series 65 licensed financial advisor with 17 years of industry experience. He currently works at J.W. Cole Advisors, Inc. and previously managed The Wright Legacy Group, LLC for 20 years. Outside of his advisory role, he serves as a trustee on the board of Campbellsville University and owns Wright Farm, a cattle and hay operation. J.W. Cole Advisors is an SEC-registered firm 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 various managed account solutions, implementing investment decisions through discretionary or non-discretionary approaches.

Richard Ramsay is a financial advisor at J.W. Cole Advisors, Inc. with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at J.W. Cole Advisors and J.W. Cole Financial since 2017, following an 11-year tenure at SII Investments, Inc. Outside of his advisory role, Ramsay is involved in real estate development and management through several ventures including Lexington Development and Apres All Day. 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 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.

Scott Showers is a financial advisor with J.W. Cole Advisors, Inc. in Ithaca, Michigan, holding Series 63 and Series 65 licenses and 25 years of industry experience. He has worked at J.W. Cole Advisors and J.W. Cole Financial since 2018 and previously spent ten years at ProEquities, Inc. Outside of his advisory role, Showers is involved in financial planning through Newton Showers Wealth Management, LLC, partners with 168 Wealth Strategists, sells Medicare Supplemental policies, and is an author. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a 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, with investment decisions implemented on a discretionary or non-discretionary basis.

David Leathers is a financial advisor with J. W. Cole Advisors, Inc. in Cumming, GA, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. Prior to joining J. W. Cole Advisors, he worked at Cetera Advisors LLC, Investors Capital Corp., and LPL Financial, among others. Outside his advisory work, Leathers serves as treasurer and board member of the 2nd Reconnaissance Battalion Association, chairs the board of the Cumming Development Authority, and is a volunteer board member and treasurer for Amazing Grace Church, Inc. J. W. Cole Advisors operates a large network of independent Investment Adviser Representatives and provides fee-based portfolio management, financial planning, and retirement services for individuals, high-net-worth clients, and institutions. The firm employs a range of investment strategies, including model and manager-based approaches, and offers both discretionary and non-discretionary account management.

Matthew Cairo is a CFP® professional currently affiliated with J. W. Cole Advisors, Inc. He has two years of industry experience, including prior roles at Bifrost Financial Planners and Blankinship & Foster, LLC Fiduciary Financial Advisors. In addition to his advisory work, he manages a financial planning DBA, O'Carroll Financial Planning, and serves as a successor trustee and power of attorney for multiple family members. 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 investment platforms for individuals, high-net-worth clients, and institutional accounts. The firm uses a range of discretionary and non-discretionary strategies incorporating fundamental and technical analysis.

Corey Schmiedeberg is a financial advisor with J.W. Cole Advisors, Inc., holding a Series 63 designation and 18 years of industry experience. He has previously worked at Parkland Securities, LLC and Sigma Planning Corporation. Outside of his advisory role, he is involved in agricultural leasing as a landowner. 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 various managed account solutions.

Kevin Nast is a financial advisor with J. W. Cole Advisors, Inc. in Naples, FL, holding Series 63 and Series 66 licenses and 29 years of industry experience. He has worked with several firms, including Continuum Advisory, LLC, Triad Advisors, and Transamerica Financial Advisors. Outside of his advisory work, Nast is the owner and president of NastGroup Financial. J. W. Cole Advisors is an enterprise firm serving individuals, high-net-worth clients, and institutional accounts through a large network of independent advisors. The firm offers fee-based portfolio management, financial planning, retirement plan services, and digital advice, utilizing both discretionary and non-discretionary strategies across various platforms.

Joseph Iannuzzo is a financial advisor with J. W. Cole Advisors, Inc. in Cocoa Beach, FL, holding a Series 66 designation and 24 years of industry experience. He has been with J.W. Cole Financial and J.W. Cole Advisors since 2017. 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 provides portfolio management, fee-based financial planning, access to third-party managers, and multiple managed account solutions, using a variety of investment approaches including discretionary and non-discretionary strategies.

Jonathan Lawrence is a financial advisor with J. W. Cole Advisors, Inc., holding Series 63, 65, and 66 licenses and bringing 29 years of industry experience. He has been with J.W. Cole Financial and J.W. Cole Advisors since 2013. Outside of his advisory role, he owns and operates Jonathan Lawrence Wealth Management, Inc. 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 provides portfolio management, financial planning, access to third-party managers, and various managed account solutions, with investment decisions implemented on a discretionary or non-discretionary basis.

Nicholas Bodmer is an advisor at J.W. Cole Advisors, Inc. based in Tucson, AZ. He holds Series 63 and Series 65 licenses and has one year of industry experience. Prior to joining J.W. Cole, he worked at Sword Health and Paycor. 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 institutional accounts. The firm employs a mix of fundamental and technical analysis, model or manager-based strategies, and provides access to multiple custodial platforms and third-party investment advisers.