Karen Shute is a CFP® and ChFC® with 44 years of industry experience. She is currently with J.W. Cole Advisors, Inc. and J.W. Cole Financial, Inc., having joined in 2023. Prior to that, she worked at Grove Point Investments, LLC and Grove Point Advisors, LLC from 2021 to 2023, and H. Beck, Inc. from 2013 to 2021. 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 investment adviser representatives. The firm provides portfolio management, fee-based financial planning, access to third-party managers, and various managed account solutions.

Theodore Oyler is a CFP® with 28 years of industry experience, currently affiliated with J. W. Cole Advisors, Inc. He has worked at Jonathan Roberts Advisory Group, Inc. since 2011 and at Hornor, Townsend & Kent, Inc. since 1998. Outside of his advisory roles, he is a partner in Oyler LP, a real estate investment venture focused on student condominiums in State College, PA. 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 investment adviser representatives. The firm provides portfolio management, financial planning, access to third-party managers, and multiple managed account solutions, with investment decisions made on a discretionary or non-discretionary basis.

Alicia Moore is a financial advisor with J. W. Cole Advisors, Inc. She holds Series 65 and Series 63 licenses and has nine years of industry experience. Moore has been affiliated with J.W. Cole Financial, Inc. and Diversified Asset Planners, Inc. since 2016. J.W. Cole Advisors operates a large network of independent Investment Adviser Representatives and offers fee-based portfolio management, financial planning, retirement plan services, digital advice, and annuity sub-account management for individual, high-net-worth, and institutional clients. The firm uses a variety of investment strategies and custodial platforms to implement client solutions.

Stephanie Bell is a financial advisor at J. W. Cole Advisors, Inc. with seven years of industry experience. She holds Series 63 and Series 65 credentials and has worked at firms including Grove Point Investments, Shute Battaglia Wealth Advisors, and H. Beck, Inc. Bell is a leadership team member of Destiny's Calling Ministries, a non-denominational ministry. 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 representatives. The firm offers portfolio management, fee-based financial planning, access to third-party managers, and various managed account solutions.