Eric Smith Jr. is a Certified Financial Planner (CFP®) with 27 years of industry experience. He has been with J.W. Cole Advisors, Inc. since 2014 and has been involved with J.W. Cole Financial since 2011. Outside of his advisory role, Smith serves on the board of the Jacksonville Jaycees Community Foundation and is chairman of the Jacksonville Police & Fire Pension Fund board of trustees, where he provides investment advice and oversight. 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 offers portfolio management, financial planning, and various managed account solutions, with investment decisions implemented on discretionary or non-discretionary bases using fundamental and technical analysis, model portfolios, or digital advice platforms.

Zachary Cohen is a financial advisor with J. W. Cole Advisors, Inc. in Jacksonville, FL, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He has been with J.W. Cole Advisors and related entities since 2016 and is also a partner and manager at Douglas & Cohen Doctor's Wealth, providing wealth management and insurance services targeted to medical and dental professionals. 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 combination of fundamental and technical analysis along with various managed and digital strategies.