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® with two years of experience, currently serving as an advisor at Core Wealth Advisors, Inc. in Lakeland, FL. Before joining Core Wealth Advisors, he worked at Florida Southern College and All Saints Academy. 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 discretionary portfolios primarily with ETFs, mutual funds, bonds, and selected equities.

Kenneth Moore is a financial advisor at Core Wealth Advisors, Inc. in Lakeland, FL, with seven years at the firm and a total of two years of industry experience. He holds the Series 65 designation and has prior work experience 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 across several hundred accounts with a discretionary investment approach that includes ETFs, mutual funds, bonds, and selective equities.

Derek Stross is a financial advisor at Core Wealth Advisors, Inc. with a PFS™ designation and three years of industry experience. He also owns Derek Stross CPA LLC, a public accounting firm focused on tax preparation services. In addition to his advisory and accounting roles, he serves as a JV soccer head coach for the Polk County School Board. Core Wealth Advisors is a team-based registered investment adviser providing 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 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 a Series 65 license with 11 years of industry experience. He joined CORE Wealth Advisors in 2026 after working at J.W. Cole Advisors, Inc. and CPS Investment Advisors. Outside his advisory role, he serves as Director of Retirement Planning at Candor Path Financial. CORE Wealth Advisors is a team-based registered investment adviser serving individuals, high-net-worth clients, corporations, and charitable organizations. The firm emphasizes integrated financial planning, wealth management, and tax services, managing approximately $702 million primarily through discretionary strategies using ETFs, mutual funds, bonds, and selected 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. She has four years of prior experience at Citizens Bank & Trust and joined Core Wealth Advisors in 2024. Core Wealth Advisors is a team-based registered investment adviser that offers financial planning, wealth management, tax planning, and tax-preparation services to individuals, high-net-worth clients, corporations, and charitable organizations. The firm manages approximately $702 million in client assets and integrates accounting and tax capabilities alongside investment management.

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.