Robert Bryant is a financial advisor with J.W. Cole Advisors, Inc. in Tampa, FL, holding Series 63 and Series 65 credentials and possessing six years of industry experience. He has worked with J.W. Cole Advisors since 2024 and is also a CPA partner at Boatman & Bryant CPA firms since 2009. Outside of his advisory role, he serves as a CPA partner in multiple accounting and tax service firms. J.W. Cole Advisors operates through a large network of independent advisers, providing 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. Their investment approach includes discretionary and non-discretionary management using fundamental and technical analysis, model or manager-based strategies, and digital advice platforms.

John Albrecht is a financial advisor with J.W. Cole Advisors, Inc. based in Dublin, OH. He holds Series 63 and Series 65 licenses and has 26 years of industry experience. He has been with J.W. Cole Advisors since 2015 and also operates Wealth Management Services, Inc. since 2006. 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 a range of portfolio management and financial planning services, utilizing both discretionary and non-discretionary investment approaches, including access to third-party managers and digital advice platforms.

Matthew Edwards is a financial advisor at J. W. Cole Advisors, Inc. He holds Series 63 and Series 65 licenses and has four years of industry experience. Prior to joining J. W. Cole Advisors, Edwards worked at LPL Financial and Foster Financial Services. He also served in law enforcement with the Sonoma County Sheriff's Office and the Ukiah Police Department. Edwards is a licensed life insurance agent and provides life insurance as part of his financial planning services. 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 various third-party investment platforms. The firm serves individuals, high-net-worth clients, and institutional accounts using a combination of discretionary and non-discretionary strategies.

Gary Shondeck is a financial advisor with J.W. Cole Advisors, Inc. He holds Series 63 and Series 65 licenses and has 36 years of industry experience. His prior work includes roles at Mass Mutual Investors Services and MetLife Securities Inc. In addition to his advisory work, he is involved in selling insurance products through Shondeck Financial Services & Insurance, Inc. J.W. Cole Advisors is an enterprise-level firm serving individuals, high-net-worth clients, and institutional accounts through a network of nearly 500 advisors. The firm offers fee-based portfolio management, financial planning, retirement plan services, and access to multiple investment platforms, employing a combination of fundamental and technical analysis and model- or manager-based strategies.

Matthew Marcoux is a CFP® professional with 23 years of experience in financial advising. He has worked at J.W. Cole Advisors, Inc. and J.W. Cole Financial, Inc. since 2017, following a 14-year tenure at G.A. Repple & Company. Outside of his advisory role, he is involved with Candor Path Financial, Candor Path Insurance Services, and Candor Path Estate Planning Services, where he assists with estate planning in collaboration with attorneys. J.W. Cole Advisors, Inc. is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a network of more than 400 independent representatives. The firm offers portfolio management, financial planning, access to third-party managers, and multiple managed account solutions utilizing both discretionary and non-discretionary investment approaches.

Mark Ettingoff is a financial advisor at J. W. Cole Advisors, Inc. with three years of industry experience. He holds Series 63 and Series 66 licenses and has prior experience at The Vanguard Group, Inc. Outside of his advisory role, he is an independent freelance musician who occasionally performs professionally. 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, financial planning, access to third-party managers, and various managed account solutions.

Christian Beiter is a CFP® professional with 17 years of experience at J. W. Cole Advisors, Inc. in Tampa, FL. He also serves as Vice President of Preservation 1st Financial Group, LLC, which involves securities and insurance sales. His other activities include serving on the board of the Greater Riverview Chamber of Commerce, presiding over a youth sports nonprofit, and helping with business development for a travel agency. J. W. Cole Advisors operates a large network of independent advisers providing fee-based portfolio management, financial planning, and retirement plan services for individuals, high-net-worth clients, and institutions. The firm uses a range of investment strategies and platforms, including discretionary and non-discretionary management, and offers access to third-party managers and digital advice.

Michael Reinhart is a financial advisor with J. W. Cole Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He has worked at J.W. Cole Advisors since 2019 and previously spent five years with Global Financial Private Capital, LLC and GF Investment Services, LLC. Outside of his advisory role, he is involved in fixed annuities and indexed annuities sales and service. 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 a range of portfolio management and financial planning services, utilizing both discretionary and non-discretionary investment approaches and multiple managed account solutions.

Donna Dupre is a financial advisor with J. W. Cole Advisors, Inc., holding a Series 66 credential and 10 years of industry experience. She has served as Senior Manager at Mark Scordato & Associates since 2006, overseeing marketing, compliance, client relations, and daily operations. Additionally, she is licensed to sell life insurance and annuities. J. W. Cole Advisors operates a large network of independent advisers and offers fee-based portfolio management, financial planning, retirement plan services, and annuity sub-account management for individual, high-net-worth, and institutional clients. The firm utilizes a range of investment strategies and platforms, including both discretionary and non-discretionary account management.

Robert Wood is a financial advisor at J.W. Cole Advisors, Inc. based in Tampa, FL, with 26 years of industry experience. He holds Series 63 and Series 65 credentials and has been associated with multiple J.W. Cole entities since 1999. Outside of his advisory role, Wood is involved in several non-investment related businesses including trucking and freight brokerage. 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 portfolio management, financial planning, access to third-party investment managers, and various managed account solutions, utilizing both discretionary and non-discretionary investment approaches.

Joseph Kendy is a financial advisor with J.W. Cole Advisors, Inc. He holds Series 63 and Series 65 licenses and has 19 years of industry experience. Prior to joining J.W. Cole Advisors in 2025, he worked at Royal Alliance Associates, Inc. and Signator Investors Inc. Outside of his advisory role, he is the owner of Joseph M. Kendy, LLC, a payroll tax savings business. J.W. Cole Advisors is a national SEC-registered investment adviser serving individuals, charities, corporations, retirement plans, and other entities 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.

Douglas Jones is a financial advisor with J.W. Cole Advisors, Inc., holding the ChFC® designation and Series 63 and 65 licenses. He has 50 years of industry experience and has been associated with multiple firms, including his own Douglas W. Jones Associates Financial & Insurance Services since 1988. Outside of advising, he serves as a board member of the Foothill Business Park Owner’s and Condo Owner’s Associations. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a national network of more than 400 independent representatives. The firm provides portfolio management, fee-based financial planning, and access to various managed account solutions, with investment decisions implemented by advisers using fundamental and technical analysis or digital platforms.

Quinn Campbell 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 at Cambridge Investment Research Advisors. He also owns CQ Financial, a separate investment-related business. J. W. Cole Advisors operates a large network of independent advisers 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 mix of fundamental and technical analysis along with discretionary and non-discretionary account management.

Sandra Worsham is a financial advisor with J. W. Cole Advisors, Inc. in Tampa, FL, holding a Series 66 designation and 29 years of industry experience. Her prior roles include positions at Grove Point Advisors, LLC, H. Beck, Inc., Jackson National Life Insurance Company, and Invest Financial Corp. 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, utilizing both discretionary and non-discretionary investment approaches.

Hayden Herrington is a financial advisor at J.W. Cole Advisors, Inc. with three years of industry experience. He holds Series 65 and Series 63 licenses and has worked with several firms, including Financial Independence Group and J.W. Cole Financial, Inc. Outside of advisory work, he is a managing partner of Herrington Pressure Washing LLC and is involved as a managing partner in a 55+ mobile home park through Silver Bay Luxury Living, Inc. J.W. Cole Advisors operates a large network of independent advisors and provides 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 offers access to multiple custodial platforms and third-party managers.

Isaac Wright is a financial advisor at J.W. Cole Advisors, Inc. with 18 years of industry experience. He holds the CFP®, ChFC®, and Series 65 designations. Prior to joining J.W. Cole Advisors in 2019, he worked at Global Financial Private Capital, LLC for nine years. Wright is also president of Financial Dynamics & Associates, a firm providing comprehensive financial, investment, and insurance planning, and he leads Wright Advice Consulting, which offers consulting services to financial and insurance professionals. 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 institutional accounts. The firm employs a combination of fundamental and technical analysis along with model and manager-based strategies to implement client solutions.

John Hasslacher is a financial advisor with J. W. Cole Advisors, Inc., holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. He has been with J. W. Cole Advisors since 2015 and also manages Hasslacher Tax & Financial, LLC, a firm providing tax preparation, estate planning, and accounting services. In addition to his advisory role, he serves as a family trustee and holds a notary public commission. 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 offers portfolio management, financial planning, access to third-party managers, and various managed account solutions, utilizing both discretionary and non-discretionary investment approaches.

Pablo Balart is a financial advisor at J.W. Cole Advisors, Inc. with 22 years of industry experience. He holds a Series 66 designation and has been with J.W. Cole Advisors since 2016. Outside of his advisory role, Balart owns and operates several businesses including an insurance agency, a tax preparation service, and a fitness gym. 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, financial planning, access to third-party managers, and multiple managed account solutions, utilizing both discretionary and non-discretionary investment approaches.

Douglas Collier is a financial advisor with J.W. Cole Advisors, Inc. in Tampa, FL, holding a Series 63 designation and over 35 years of industry experience. He has been with J.W. Cole Advisors since 2014 and is involved in insurance-related activities including offering disability income insurance, traditional life insurance, and fixed/indexed annuities. Collier also serves on the Planned Giving Committee for the Joe DiMaggio Children’s Hospital Foundation and teaches investment workshops for retirees at local colleges. 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 various managed account solutions.

Charles Henderson IV is a financial advisor at J. W. Cole Advisors, Inc. with a Series 66 designation and one year of industry experience. Prior to joining J. W. Cole, he held various roles including work with Sensient Food Color and Moe Sews Embroidery, an entrepreneurial venture in embroidery services. 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 institutional accounts. The firm employs both discretionary and non-discretionary management approaches and utilizes a mix of fundamental and technical analysis alongside digital advice solutions.