Huntsville, AL L & N Drive Office

Joshua Jordan is a financial advisor with J. W. Cole Advisors, Inc., holding Series 63 and Series 65 credentials and 21 years of industry experience. His prior roles include positions at Commonwealth and CUNA Mutual Group. Outside of his advisory work, he is a rental property owner in Homewood, Alabama. 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 institutional accounts. The firm employs a range of investment strategies and offers access to multiple custodial platforms and third-party investment advisers.

Nicholas Jackson is a CFP® with six years of industry experience, currently serving as a financial advisor at J.W. Cole Advisors, Inc. He previously worked at Commonwealth Financial Network and has held a senior partner role at Vector Wealth Strategies, LLC. 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.

Kelly Moise is a financial advisor with J. W. Cole Advisors, Inc. based in Huntsville, Alabama, holding a Series 66 designation and 20 years of industry experience. Prior to joining J. W. Cole Advisors in 2026, Moise spent 12 years with Commonwealth Financial Network. Outside of his advisory role, he is a senior partner at Vector Wealth Strategies, LLC, a firm focused on retail financial planning. J. W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, retirement plans, and other entities through a national network of more than 400 independent investment adviser representatives. The firm provides portfolio management, fee-based financial planning, access to third-party investment managers, and multiple managed account solutions.

Marshall Dearing is a CFP® with six years of industry experience, currently serving as a financial advisor at J.W. Cole Advisors, Inc. in Huntsville, AL. He has worked with Vector Wealth Strategies and Commonwealth Financial Network in prior roles. Dearing also serves as Treasurer for the nonprofit Community of Hope, where he prepares financial analyses and statements for board meetings. 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 managers and digital advice platforms for individuals, high-net-worth clients, and institutions. The firm employs both discretionary and non-discretionary management strategies using fundamental and technical analysis and a variety of custodial platforms.

Jay Dryden is a CFP® professional with 24 years of experience in the financial services industry. He is currently affiliated with J. W. Cole Advisors, Inc. and previously worked at Commonwealth Financial Network for 12 years. Dryden serves on the Board of Trustees for Freed Hardeman University and the Southern Climbing Coalition, a land conservation nonprofit. J.W. Cole Advisors is an SEC-registered investment adviser that serves individuals, charities, corporations, and retirement plans through a national network of independent investment adviser representatives. The firm offers a range of portfolio management and financial planning services, including access to third-party investment managers and digital advice platforms.