Brian Wagner is a financial advisor with J.W. Cole Advisors, Inc. in Bethlehem, PA, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. Prior to joining J.W. Cole Advisors in 2017, he worked at Guardian Life Insurance Company and Park Avenue Securities for 15 years. Outside of his advisory role, he is a principal at Heritage Holdings of PA LLC, where he is involved in fixed insurance sales. 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, fee-based financial planning, access to third-party managers, and various managed account solutions, with investment decisions implemented on either a discretionary or non-discretionary basis.

Rebecca Salabsky is a Series 66 licensed advisor with J. W. Cole Advisors, Inc. in Bethlehem, PA, with two years of industry experience. Her prior roles include positions at Mass Mutual Investors Services and MassMutual Life Insurance Co. She is also involved in fixed insurance sales and operates a DBA, Comprehensive Wealth Strategies. J. W. Cole Advisors is a large enterprise serving individuals, high-net-worth clients, and institutional accounts through fee-based portfolio management, financial planning, and retirement plan services. The firm offers a range of managed program options and access to third-party investment platforms, employing both fundamental and technical analysis strategies.

Drew Patenaude is a financial advisor at J. W. Cole Advisors, Inc. He holds a Series 65 designation and has one year of experience in the industry. Prior to joining J.W. Cole Advisors, he worked at Voom Medical Devices, Orthofix, Novastep, and DNE LLC. 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 to individuals, high-net-worth clients, and institutional accounts. The firm utilizes a combination of fundamental and technical analysis, model or manager-based strategies, and digital advice platforms to implement client solutions.