Joshua Voisine is a CFP® professional with 11 years of experience in financial planning and wealth management. He is currently with CPC Advisors, LLC and has held prior roles at Raymond James Financial Services, Curi Capital, and Ameris Bank Wealth Management. CPC Advisors serves individuals—including high-net-worth clients—as well as trusts, pension and profit-sharing plans, charitable organizations, and other business entities. The firm’s investment approach emphasizes model portfolios and asset allocation consistent with Modern Portfolio Theory, with ongoing account monitoring and access to third-party managers and wrap-fee accounts.

Allen Petway Jr. is a CFP® professional with over 43 years of industry experience. He is currently with CPC Advisors, LLC and has held prior roles at Raymond James Financial Services and LPL Financial. He also serves on the Finance and Investment Committee of the First Baptist Church of Dalton, GA. CPC Advisors provides financial planning and portfolio management services to individuals, trusts, pension and profit-sharing plans, charitable organizations, and other business entities. The firm’s investment approach emphasizes model portfolios and asset allocation aligned with Modern Portfolio Theory, utilizing mutual funds, equities, and ETFs with a focus on long-term holdings.