Kevin Klipfel is a financial advisor at J. W. Cole Advisors, Inc. with 18 years of industry experience. He holds a Series 66 designation and has worked at firms including Grove Point Advisors LLC and LPL Financial, LLC. Outside of advisory roles, he serves as Vice President of Meritage Asset Management Group. J. W. Cole Advisors operates a large network of independent investment adviser representatives and offers fee-based portfolio management, financial planning, retirement plan services, and access to multiple third-party investment platforms for individuals, high-net-worth clients, and institutional accounts. The firm utilizes both discretionary and non-discretionary management strategies, combining fundamental and technical analysis, and integrates digital advice providers in its client solutions.

Andrea Klipfel is a financial advisor with J. W. Cole Advisors, Inc. She holds Series 63 and Series 65 licenses and has 23 years of industry experience. Prior to joining J. W. Cole Advisors, she worked at Grove Point Advisors LLC and LPL Financial LLC. Outside of the financial industry, Klipfel owns and instructs at Zentegrity Yoga Therapies, an online yoga studio. J. W. Cole Advisors operates through a large network of independent advisors and offers fee-based portfolio management, financial planning, retirement plan services, and access to multiple third-party investment platforms for individuals, high-net-worth clients, and institutions.