Michael Ehlenbeck is a CFP® with 10 years of experience in the financial industry, currently serving at Core Wealth Advisors, Inc. since 2017. Prior to this, he worked for CPS Investment Advisors from 2015 to 2017. Outside of his advisory role, he holds a real estate sales associate license and occasionally assists with showing residential homes. Core Wealth Advisors is a team-based registered investment adviser providing financial planning, wealth management, and tax services to individuals, high-net-worth clients, corporations, and charitable organizations. The firm manages approximately $702 million in discretionary assets and integrates accounting and tax capabilities alongside investment management.

Benjamin Greenman is a CFP® and Series 65-licensed advisor with three years of industry experience. He is currently with Core Wealth Advisors, Inc. in Lakeland, FL, where he has worked since 2023. His prior work includes roles at Florida Southern College, All Saints Academy, and The Principia. Core Wealth Advisors is a team-based registered investment adviser serving individuals, high-net-worth clients, corporations, and charitable organizations. The firm combines financial planning, wealth management, and tax services, managing approximately $702 million with a focus on discretionary portfolios using ETFs, mutual funds, bonds, and select equities.

Kenneth Moore is a Series 65-licensed financial advisor with Core Wealth Advisors, Inc. in Lakeland, FL, bringing three years of industry experience. His prior roles include positions at CLA (CliftonLarsonAllen), Land South Management, Florida Southern College, and The First National Bank. Core Wealth Advisors is a team-based registered investment adviser serving individuals, high-net-worth clients, corporations, and charitable organizations. The firm offers integrated financial planning, wealth management, and tax services, managing approximately $702 million with a discretionary investment approach that incorporates ETFs, mutual funds, bonds, and equities alongside coordinated tax planning.

Derek Stross is a PFS™ credentialed advisor with Core Wealth Advisors, Inc. in Lakeland, FL, bringing three years of industry experience. He also owns Derek Stross CPA LLC, a public accounting firm providing tax preparation services. Additionally, he serves as the JV Soccer Head Coach for the Polk County School Board. Core Wealth Advisors is a team-based registered investment adviser serving individuals, high-net-worth clients, corporations, and charitable organizations. The firm combines financial planning, wealth management, and tax services, offering discretionary management primarily through ETFs, mutual funds, bonds, and select equities.

Charles Foss is a financial advisor at Core Wealth Advisors, Inc. in Lakeland, Florida, with 22 years of industry experience. He holds a Series 65 credential and has been with Core Wealth Advisors since 2013. Prior to this, he worked for Pro Baseball Services, Inc. for 12 years. Outside of his advisory role, Foss is involved in aircraft fractional ownership management through CORE Wealth Aviation, holds a passive investment position in a restaurant group, and owns a tax preparation and consulting firm. Core Wealth Advisors is a team-based registered investment adviser serving individuals, high-net-worth clients, corporations, and charitable organizations. The firm offers integrated financial planning, wealth management, and tax services, managing approximately $702 million across several hundred client accounts using a discretionary investment approach focused on ETFs, mutual funds, bonds, and select equities.

Michael Scott is a CFA® charterholder and holds the Series 65 license, with 12 years of experience in the financial advisory industry. He currently serves at CORE Wealth Advisors, Inc. and previously worked at J.W. Cole Advisors, Inc. and CPS Investment Advisors. In addition to his advisory role, he is the Director of Retirement Planning at Candor Path Financial. CORE Wealth Advisors is a team-based registered investment adviser that provides financial planning, wealth management, tax planning, and tax-preparation services to individuals, high-net-worth clients, corporations, and charitable organizations. The firm integrates investment management with accounting and tax capabilities, managing discretionary portfolios primarily through ETFs, mutual funds, bonds, and select individual equities.

Paul Weaver II is a Series 65-licensed financial advisor with Core Wealth Advisors, Inc., where he has been employed since 2015. He has eight years of experience in the industry. Outside of his advisory role, Weaver works as a part-time golf coach for the Polk County School Board and serves as a supervisor for the Golden Lakes Community Development District. Core Wealth Advisors is a team-based registered investment adviser that provides financial planning, wealth management, tax planning, and tax-preparation services to individuals, high-net-worth clients, corporations, and charitable organizations. The firm manages discretionary portfolios primarily using ETFs, mutual funds, bonds, and selective equities, and integrates accounting and tax services alongside investment management.

Haley Tonge is a financial advisor at CORE Wealth Advisors, Inc. in Lakeland, FL, holding a Series 65 designation with one year of industry experience. Prior to joining CORE Wealth Advisors, she worked at Citizens Bank & Trust for four years and at Jay Bees for one year. CORE Wealth Advisors is a team-based registered investment adviser serving individuals, high-net-worth clients, corporations, and charitable organizations. The firm provides integrated financial planning, wealth management, and tax services, managing approximately $702 million in discretionary assets across several hundred client accounts.

Heath Clevenger is a financial advisor at Core Wealth Advisors, Inc. in Lakeland, FL, holding a Series 65 credential with less than one year of industry experience. His prior work includes roles at Florida Southern College, Florida Baseball Armory, and Athlete-to-Athlete. Core Wealth Advisors is a team-based registered investment adviser serving individuals, high-net-worth clients, corporations, and charitable organizations. The firm offers financial planning, wealth management, and tax services, managing approximately $702 million primarily through discretionary portfolios using ETFs, mutual funds, bonds, and equities.

Nathan Dunham is a CFP® professional with 26 years of industry experience. He has been with Core Wealth Advisors, Inc. since 2013 and previously operated Dunham Financial Services from 2010 to 2016. Core Wealth Advisors is a team-based registered investment adviser serving individuals, high-net-worth clients, corporations, and charitable organizations. The firm provides integrated financial planning, wealth management, and tax services, managing approximately $702 million across several hundred accounts using a discretionary approach primarily focused on ETFs, mutual funds, bonds, and selected equities.

Andrew Foss is a financial advisor at Core Wealth Advisors, Inc. in Lakeland, FL, with 10 years of industry experience. He holds a Series 65 designation and has been with Core Wealth Advisors since 2013. Core Wealth Advisors is a team-based registered investment adviser serving individuals, high-net-worth clients, corporations, and charitable organizations. The firm integrates financial planning, wealth management, and tax services, managing approximately $702 million across several hundred client accounts using primarily ETFs, mutual funds, bonds, and select equities.