Patrick Gauthier is a CFP® and holds a Series 66 license with 14 years of industry experience. He has worked at CPS Investment Advisors since 2019 and previously spent eight years at USAA in various financial planning and advisory roles. CPS Investment Advisors provides investment supervisory services and financial planning to individuals, trusts, estates, corporations, pension and profit-sharing plans, and charitable organizations. The firm employs a value-driven investment approach focused on fundamental analysis and maintains strategic alliances with CPA firms and other financial service providers.

Nolen Bailey is a CFP® and holds a Series 65 license with 14 years of industry experience. He has worked at CPS Investment Advisors since 2011, serving in roles over a span of more than a decade. CPS Investment Advisors provides investment supervisory services and financial planning to a diverse client base, including individuals, trusts and estates, corporations, and charitable organizations. The firm employs a value-driven investment approach focused on fundamental analysis and maintains an alliance model that integrates CPA firms and other professional services.

Richard Bernard is a CFP® with nine years of experience and has been with CPS Investment Advisors since 2017. Prior to joining CPS, he was retired for one year. He holds a Series 65 license and is based in Lakeland, FL. CPS Investment Advisors provides discretionary portfolio management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, trusts, corporations, and charitable organizations. The firm employs a value-driven investment approach focused on fundamental analysis and integrates its services with CPA firms through a collaborative alliance model.

Rachael Savinon Mota is a financial advisor with CPS Investment Advisors in Lakeland, FL, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. Prior to joining CPS in 2022, she worked at Wells Fargo Clearing Services and Wells Fargo Bank. CPS Investment Advisors provides investment supervisory services and financial planning to a diverse client base, including high-net-worth individuals, trusts, corporations, pension plans, and charitable organizations. The firm employs a value-driven investment approach focused on fundamental analysis and maintains an alliance model that integrates services with CPA firms and other professional partners.

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.

Richard Mcadams is a financial advisor at Kingsbury Capital Investment Advisors LLC with 25 years of industry experience. He holds a Series 66 designation and has worked at firms including Cabot Lodge Securities LLC and Cambridge Investment Research Advisors Inc. He is also a partner and Chief Investment Officer at Legacy Capital Wealth Advisors, LLC. Kingsbury Capital Investment Advisors is an SEC-registered firm serving individuals, high-net-worth clients, trusts, corporations, and retirement plans. The firm offers portfolio management, financial planning, and institutional retirement advisory services, often managing accounts on a discretionary basis with a focus on client objectives and risk tolerances.

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.

Peter Golotko is a financial advisor with CPS Investment Advisors in Lakeland, FL, holding a PFS™ designation and Series 65 license. He has 19 years of industry experience and has been with CPS Investment Advisors for 36 years. CPS Investment Advisors offers investment supervisory services and financial planning to individuals, trusts, estates, corporations, pension and profit-sharing plans, and charitable organizations. The firm follows a value-driven, fundamental analysis approach, generally taking a long-term view and integrating services through alliances with CPA firms and other professional entities.

Derek Oxford is a CFP® with 19 years of industry experience, currently serving as an advisor at CPS Investment Advisors since 2008. He holds the Series 66 designation and is based in Lakeland, FL. CPS Investment Advisors provides discretionary portfolio management, financial planning, and consulting services to individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and corporate clients. The firm employs a value-driven investment approach focused on fundamental analysis and long-term strategies, and it is notable for its integration with affiliated accounting and insurance businesses.

Elisabeth Davis is a financial advisor with Kingsbury Capital Investment Advisors LLC in Winter Haven, FL, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. Her career includes roles at Osaic Advisory Services, Cabot Lodge Securities LLC, and Cambridge Investment Research Advisors Inc. She serves as a board member of W Insurance Group. Kingsbury Capital Investment Advisors is an independent SEC-registered firm serving individuals, high-net-worth clients, trusts, corporations, and retirement plans. The firm provides discretionary and non-discretionary portfolio management, financial planning, and institutional retirement plan advisory services, employing diversified portfolios supported by quantitative optimization and third-party due diligence.

Ryan Higgins is a financial advisor at CPS Investment Advisors with nine years of industry experience. His prior roles include positions at Raysway, Inc., Raymond James Financial Services Advisors, and Wells Fargo Advisors. Higgins holds Series 65 and Series 63 licenses. CPS Investment Advisors provides investment supervisory services and financial planning to a diverse client base, including individuals, trusts, corporations, retirement plans, and charitable organizations. The firm employs a value-driven investment approach based on fundamental analysis and maintains an alliance model that integrates CPA firms and other professional services.

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.

Sterling Searcy Jr. is a financial advisor at CPS Investment Advisors with eight years of industry experience. He holds a Series 65 designation and has worked at CPS Investment Advisors since 2018. In addition to his advisory role, he serves as a senior tax advisor at CPS Group CPAs PA, where he is involved in tax preparation and mentoring tax personnel. CPS Investment Advisors provides investment supervisory services and financial planning to individuals, trusts, estates, corporations, pension and profit-sharing plans, and charitable organizations. The firm employs a value-driven investment approach based on fundamental analysis and integrates its services with affiliated CPA firms and other professional entities through a collaborative alliance model.

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.

Michael Riskin is a CFP® professional with 16 years of industry experience, currently serving at CPS Investment Advisors in Lakeland, FL. He has been with CPS Investment Advisors since 2016. CPS Investment Advisors provides investment supervisory services and financial planning to a diverse client base, including individuals, trusts and estates, corporations, pension and profit-sharing plans, and charitable organizations. The firm follows a value-driven investment approach grounded in fundamental analysis and operates through a networked alliance model that integrates with CPA firms and other professional services.

Eric Jackson is a financial advisor with CPS Investment Advisors in Lakeland, FL, holding a Series 66 designation and 10 years of industry experience. Before joining CPS Investment Advisors in 2021, he worked at LPL Financial, Allen & Co, and Morgan Stanley, including Morgan Stanley Private Bank. CPS Investment Advisors provides investment supervisory services and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations. The firm employs a value-driven investment approach focused on fundamental analysis, with an emphasis on established companies and long-term strategies, and distinguishes itself through its integration with CPA firms and a multi-disciplinary alliance model.

Kelley Wilson is a CFP® professional with seven years of experience in financial advising at CPS Investment Advisors in Lakeland, FL. She has been with CPS Investment Advisors since 2016. CPS Investment Advisors provides investment supervisory services and financial planning to individuals, trusts, estates, corporations, pension and profit-sharing plans, and charitable organizations. The firm’s investment approach is value-driven and based on fundamental analysis, focusing on long-term investments in established companies with strong financials, and operates through an integrated model affiliated with a CPA firm and other professional services.

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.