Adam Carr is a financial advisor at J.W. Cole Advisors, Inc. with 13 years of industry experience. He holds a Series 66 designation and previously worked for Lincoln Financial Advisors Corporation for 11 years before joining J.W. Cole Advisors and J.W. Cole Financial in 2022. Outside of his advisory role, he owns and operates Modern Wealth Design, a financial planning and insurance business. 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 portfolio management, fee-based financial planning, access to third-party managers, and multiple managed account solutions, utilizing both discretionary and non-discretionary investment approaches.

Joshua Belkin is a financial advisor with J.W. Cole Advisors, Inc. in Orange, CA, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. His prior work includes roles at Mass Mutual Investors Services, Leumi Investment Services, J.P. Morgan Securities, and Chase Investment Services Corp. Outside of his advisory work, he owns a business selling travel- and wrestling-themed merchandise. 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 third-party manager platforms for individuals, high-net-worth clients, and institutions. The firm uses a range of investment strategies and digital advice platforms, providing both discretionary and non-discretionary management.

Hannah Sullivan is a CFP® professional with seven years of experience in financial planning and advisory roles. She is currently with J.W. Cole Advisors, Inc., where she has worked since 2022, following prior experience at Lincoln Financial Advisors. Outside of her advisory work, Sullivan serves as Secretary for Orange Blossoms, an auxiliary group that raises funds for women and children in need, and is a board member of the Community Foundation of Orange, a nonprofit focused on local charitable initiatives. J.W. Cole Advisors operates a large network of independent advisors offering fee-based portfolio management, financial planning, and retirement plan services to individuals, high-net-worth clients, and institutions. The firm employs a range of discretionary and non-discretionary management strategies and provides access to multiple investment platforms and third-party managers.

Nicole Letarte is a Series 66 licensed financial advisor with J. W. Cole Advisors, Inc., based in Orange, CA, and has 10 years of industry experience. Prior to joining J.W. Cole Advisors in 2022, she worked for Lincoln Financial Advisors Corporation from 2015 to 2022. Outside of her advisory role, she owns and operates a financial planning business under Modern Wealth Design. J.W. Cole Advisors supports a large network of independent advisors and offers fee-based portfolio management, financial planning, and retirement services for individual, high-net-worth, and institutional clients. The firm employs a range of investment strategies and platforms, including digital advice and third-party managers.