Juan Mansilla is a CFP®-designated financial advisor with over 22 years of industry experience. He has worked with J.W. Cole Advisors, Inc. since 2019 and has held roles at multiple firms, including First Allied Securities and WIN Team Insurance Services. Mansilla also operates as a sole proprietor and serves as president of NextGen Financial, a non-investment holding company. J.W. Cole Advisors, Inc. supports a large network of independent advisors offering fee-based portfolio management, financial planning, and retirement plan services to individual, high-net-worth, and institutional clients. The firm employs a range of investment strategies, including discretionary and non-discretionary management, and provides access to multiple custodial platforms and third-party managers.

David Crist is a CFP® professional with 37 years of industry experience, currently serving at Win Team Advisory Services in Irvine, CA. His prior roles include positions at J.W. Cole Advisors, Inc., J.W. Cole Financial, Inc., DWC Financial Services, Inc., and First Allied Securities, Inc. He is co-trustee for two irrevocable trusts and a successor trustee and executor for a family trust. Win Team Advisory Services provides discretionary asset management and financial planning to individual and high-net-worth clients, managing approximately $61 million across about 88 client relationships. The firm uses a combination of fundamental, technical, and asset-allocation analysis to create customized investment strategies and conducts quarterly account reviews.

Brent Broaddus is a financial advisor with J. W. Cole Advisors, Inc. in Irvine, CA, holding a Series 66 designation and bringing 21 years of industry experience. His prior work includes roles at First Allied Securities, Inc. and Alpine Star Wealth Management. Outside of his advisory work, he is co-owner of Aloha Bliss, a business involved in Hawaiian merchandise sales, and serves as president and handicap chairman of the Sandbaggers Golf 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 offers portfolio management, financial planning, and access to multiple managed account solutions, employing discretionary and non-discretionary investment strategies that include fundamental and technical analysis, model portfolios, and digital advice platforms.