Garrett Engman is a financial advisor with J.W. Cole Advisors, Inc., holding a Series 66 designation and eight years of industry experience. He has been with J.W. Cole Advisors and its affiliated entities since 2018, previously working at Equitable Advisors and AXA Advisors. Engman is also a partner in New Horizons BFS LLC, where he provides client advice and financial services. J.W. Cole Advisors operates a large network of independent advisers, offering fee-based portfolio management, financial planning, retirement plan services, and access to multiple investment platforms. The firm serves individuals, high-net-worth clients, and institutional accounts using a variety of discretionary and non-discretionary strategies.

Keith Willey is a financial advisor with J. W. Cole Advisors, Inc. in Lake Elmo, MN, holding Series 63 and Series 65 licenses and five years of industry experience. He has worked with J.W. Cole Financial, Inc. and J.W. Cole Advisors, Inc. since 2021 and previously held roles at Equitable Advisors, AXA Advisors, and other firms. Outside of his advisory work, he is a partner at New Horizons BFS LLC and also works as a server at McCoy's Copper Pint. 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 provides portfolio management, fee-based financial planning, third-party investment manager access, and various managed account solutions, implementing investment decisions on both discretionary and non-discretionary bases.

Lars Engman is a financial advisor with J. W. Cole Advisors, Inc. He holds a Series 66 designation and has one year of industry experience. His prior work includes roles at One Source Virtual and Ceridian. Engman is also a partner at New Horizons BFS LLC, where he provides investment advice and financial planning. 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, fee-based financial planning, and access to various managed account solutions, implementing investment decisions on both a discretionary and non-discretionary basis.