Christian Beiter is a CFP® professional with 17 years of experience at J. W. Cole Advisors, Inc. in Tampa, FL. He also serves as Vice President of Preservation 1st Financial Group, LLC, which involves securities and insurance sales. His other activities include serving on the board of the Greater Riverview Chamber of Commerce, presiding over a youth sports nonprofit, and helping with business development for a travel agency. J. W. Cole Advisors operates a large network of independent advisers providing fee-based portfolio management, financial planning, and retirement plan services for individuals, high-net-worth clients, and institutions. The firm uses a range of investment strategies and platforms, including discretionary and non-discretionary management, and offers access to third-party managers and digital advice.

Robert Wood is a financial advisor at J.W. Cole Advisors, Inc. based in Tampa, FL, with 26 years of industry experience. He holds Series 63 and Series 65 credentials and has been associated with multiple J.W. Cole entities since 1999. Outside of his advisory role, Wood is involved in several non-investment related businesses including trucking and freight brokerage. 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, financial planning, access to third-party investment managers, and various managed account solutions, utilizing both discretionary and non-discretionary investment approaches.

Sandra Worsham is a financial advisor with J. W. Cole Advisors, Inc. in Tampa, FL, holding a Series 66 designation and 29 years of industry experience. Her prior roles include positions at Grove Point Advisors, LLC, H. Beck, Inc., Jackson National Life Insurance Company, and Invest Financial Corp. 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 provides portfolio management, fee-based financial planning, access to third-party managers, and multiple managed account solutions, utilizing both discretionary and non-discretionary investment approaches.

Hayden Herrington is a financial advisor with J. W. Cole Advisors, Inc. in Tampa, FL, holding Series 65 and Series 63 licenses with three years of industry experience. He has prior experience with Financial Independence Group and J.W. Cole Financial, Inc. Outside of advising, he has managed a pressure washing business and has roles as a trustee and executor for family trusts. J. W. Cole Advisors, Inc. is a large enterprise with nearly 500 advisors that offers fee-based portfolio management, financial planning, retirement plan services, and access to multiple investment platforms. The firm serves individual, high-net-worth, and institutional clients using a variety of strategies including discretionary and non-discretionary account management and combines fundamental and technical analysis.

Manuel Alicea is a financial advisor with Independent Financial Partners, holding a Series 66 designation and 18 years of industry experience. He has worked with Independent Financial Partners since 2012 and was previously with LPL Financial. Outside of advising, he is involved with IFP Insurance Group, where he offers life, health, disability, long-term care, and fixed annuity insurance products. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisers. The firm supports a multi-advisor platform serving individual, charitable, corporate, and high-net-worth clients, with a notable focus on retirement-plan advisory and pension consulting services.

Daniel Ventura is a CFP® professional with 14 years of industry experience. He has worked at J.P. Morgan Securities from 2012 to 2022 before joining Sanctuary Advisors, LLC and Sanctuary Securities, Inc. in 2022. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, estates, and charitable organizations, through a network of over 400 independent investment adviser representatives. The firm offers various portfolio management options, retirement plan consulting, and utilizes a range of analytical approaches, acting as a fiduciary when a written advisory agreement exists.

Pablo Balart is a financial advisor at J.W. Cole Advisors, Inc. with 22 years of industry experience. He holds a Series 66 designation and has been with J.W. Cole Advisors since 2016. Outside of his advisory role, Balart owns and operates several businesses including an insurance agency, a tax preparation service, and a fitness gym. 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 offers portfolio management, financial planning, access to third-party managers, and multiple managed account solutions, utilizing both discretionary and non-discretionary investment approaches.

Douglas Collier is a financial advisor with J.W. Cole Advisors, Inc. in Tampa, FL, holding a Series 63 designation and over 35 years of industry experience. He has been with J.W. Cole Advisors since 2014 and is involved in insurance-related activities including offering disability income insurance, traditional life insurance, and fixed/indexed annuities. Collier also serves on the Planned Giving Committee for the Joe DiMaggio Children’s Hospital Foundation and teaches investment workshops for retirees at local colleges. 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 advisers. The firm provides portfolio management, fee-based financial planning, access to third-party managers, and various managed account solutions.

Linda Higgs is a financial advisor with J. W. Cole Advisors, Inc. in Tampa, FL, holding a Series 66 designation and five years of industry experience. She previously worked at Morgan Stanley for three years before joining J. W. Cole Advisors. 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 third-party manager platforms for individuals, high-net-worth clients, and institutional accounts. The firm utilizes a mix of fundamental and technical analysis, model- and manager-based strategies, and digital advice in managing client solutions.

Robert Teneyck is a CFP® professional with 30 years of industry experience. He is currently with J.W. Cole Advisors, Inc. and has previously worked at Securities America Advisors and National Planning Corporation. Outside of his advisory role, he is involved in residential real estate as a licensed agent and mortgage loan originator. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a network of over 400 independent investment adviser representatives. The firm provides portfolio management, fee-based financial planning, and access to various managed account solutions, employing discretionary and non-discretionary strategies that include fundamental and technical analysis as well as digital advice platforms.

Elizabeth Bennett is a CFP®-certified financial advisor with 16 years of industry experience, currently with J.W. Cole Advisors, Inc. Prior to joining J.W. Cole in 2024, she worked at Cambridge Investment Research, Inc. and SAGEPOINT FINANCIAL. She is also involved in insurance sales and operates several financial planning and tax preparation businesses. J.W. Cole Advisors is a large enterprise serving individuals, high-net-worth clients, and institutional accounts through a network of independent advisors. The firm offers a range of services including fee-based portfolio management, financial planning, retirement plan services, and digital advice, utilizing various investment strategies and custodial platforms.

Tom Troup is a financial advisor with J. W. Cole Advisors, Inc., holding a Series 65 credential and beginning his advisory career in 2024. Prior to entering the financial industry, he spent 14 years at Smith & Nephew Orthopedics. Outside of his advisory role, he is involved in medical device sales as a general manager for Symbios, a Switzerland-based company, and holds a minority ownership stake in two restaurants and bars through Works of T2 LLC. J.W. Cole Advisors is a national 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 various managed account solutions, with investment decisions implemented on either a discretionary or non-discretionary basis.

John Cornell Jr. is a financial advisor with J.W. Cole Advisors, Inc. in Gainesville, FL, holding a Series 63 designation and bringing 28 years of industry experience. He has been with J.W. Cole Advisors and its affiliated firm, J.W. Cole Financial, since 2004. Outside of his advisory work, he contributes as an independent contractor to a sports podcast called PODUP with Matthews in the Morning. 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 offers portfolio management, fee-based financial planning, access to third-party investment managers, and a range of managed account solutions.

Thomas Brewer is a financial advisor with J. W. Cole Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has worked with Jonathan Roberts Advisory Group and J.W. Cole Financial, Inc. since 2010. Brewer serves on the board of directors for the La Crosse Area YMCA, assisting with fundraising events. J.W. Cole Advisors is an SEC-registered firm serving 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, access to third-party managers, and digital advice solutions.

Jack Fugate II is a financial advisor at J. W. Cole Advisors, Inc. based in Tampa, FL, with 28 years of industry experience. He holds the Series 66 designation and has worked at J.W. Cole Advisors since 2009. Fugate is also involved in the sales and service of fixed insurance products through a separate activity under Cornerstone Financial Group. J.W. Cole Advisors operates a large network of independent Investment Adviser Representatives, providing fee-based portfolio management, financial planning, retirement plan services, and digital advice to individuals, high-net-worth clients, and institutional accounts. The firm uses a variety of investment strategies and custodial platforms, offering both discretionary and non-discretionary management.

Wade Hoag is a financial advisor at J.W. Cole Advisors, Inc. with five years of industry experience. He holds a Series 65 credential and has worked previously at Schechter Investment Advisors, LLC, Robert Schechter & Associates, and CapTrust Financial Advisors. Outside of his advisory role, he owns a fishing charter business, Dry Land Sucks Charters. J.W. Cole Advisors operates through a large network of independent advisers, providing fee-based portfolio management, financial planning, retirement plan services, and access to multiple investment platforms for individuals, high-net-worth clients, and institutions. The firm employs a variety of investment strategies and offers both discretionary and non-discretionary account management.

John Kalafatis is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 65 and Series 63 licenses and one year of industry experience. His background includes military service in the United States Navy for 22 years and roles at First Command and Transamerica entities. He is also the owner of Velden Wealth LLC, a business established to manage his First Command-related activities. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, offering managed advice and investment education services. The firm utilizes proprietary software and model portfolios from Morningstar Investment Management to provide asset allocation and retirement guidance, primarily focusing on non-discretionary advice for a broad client base.

Matthew Barker is a financial advisor with J.W. Cole Advisors, Inc., holding a Series 66 designation and 17 years of industry experience. He has worked at J.W. Cole Advisors since 2010 and was previously with Cornerstone Financial Group from 2006 to 2022. Outside of his advisory role, Barker manages bookkeeping and payroll activities for his own wealth management and wealth-related businesses. J.W. Cole Advisors operates a large network of independent advisers and offers fee-based portfolio management, financial planning, retirement plan services, and third-party manager platforms to individuals, high-net-worth clients, and institutional accounts. The firm employs a mix of fundamental and technical analysis along with model- or manager-based strategies and provides access to multiple custodial platforms and digital advice providers.

Cameron Lizotte is a financial advisor at Fifth Third Securities, Inc. with two years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Fifth Third Securities and Fifth Third Bank since 2022. Prior to his financial services career, he was employed at Gulf and Bay Club and Lakewood Ranch Country Club. Fifth Third Securities, Inc. serves individual and institutional clients, including high-net-worth individuals, corporations, trusts, and retirement accounts, through investment advisory and brokerage services. The firm offers multiple program types on its Passageway Managed Account platform, utilizing a range of portfolio management strategies and third-party managers.

Aaron Vanhorenbeck is a financial advisor with J.W. Cole Advisors, Inc. in Tampa, FL, holding Series 66 and Series 63 licenses and having 10 years of industry experience. He has worked with J.W. Cole Advisors since 2018 and J.W. Cole Financial since 2016. Outside of his advisory role, he is involved in managing client relationships and operations at Vanhorenbeck Financial Group and serves as president and secretary of Vanhorenbeck Wealth Partners, Inc. 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 individual, high-net-worth, and institutional clients. The firm uses a range of discretionary and non-discretionary strategies and incorporates digital advice and multiple custodial platforms in its client solutions.