Philip Sprague is a financial advisor with J. W. Cole Advisors, Inc., holding a Series 63 credential and over 41 years of industry experience. Prior to joining J.W. Cole Advisors in 2021, he worked for MML Investors Services, Inc. for 37 years. He is involved in community activities through volunteer leadership roles at First Presbyterian Church and serves as Co-Trustee and Executor of an estate. J.W. Cole Advisors operates through a large network of independent advisers and offers fee-based portfolio management, financial planning, retirement plan services, and access to third-party investment platforms for individual, high-net-worth, and institutional clients. The firm employs a mix of discretionary and non-discretionary account management strategies and integrates both fundamental and technical analysis in its approach.

Colleen O'Shaughnessy is a financial advisor at J. W. Cole Advisors, Inc. with 13 years of industry experience. She holds the ChFC® and Series 63 designations and has previously worked at MML Investors Services and Mass Mutual Life Insurance Company. In addition to her advisory role, she manages her own financial advising practice as Director of Operations at Watertown Wealth Management, LLC. 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 offers portfolio management, fee-based financial planning, access to third-party managers, and multiple managed account solutions.