Robert Hurlburt is a financial advisor at Hurlburt Financial with 16 years of industry experience. He holds the PFS™ designation as well as Series 63 and Series 65 licenses. In addition to his advisory role, he operates Evans & Hurlburt CPAs, PA, a CPA firm specializing in tax preparation and accounting. Hurlburt Financial serves individual and high-net-worth clients, as well as trusts, estates, corporations, and retirement plans, providing discretionary investment supervisory services, financial planning, and consulting. The firm’s value-driven investment approach focuses on fundamental analysis and long-term orientation, with portfolio execution typically delegated to selected sub-advisors while maintaining oversight and client communication.

Jonathan Stump is a CFA® charterholder and holds a Series 65 license, with 11 years of industry experience. He has been with Capstone Wealth Management Corp. since 2013. Capstone Wealth Management Corp. provides portfolio management and financial planning services to individuals, including high net worth clients, as well as pension and profit-sharing plans, charitable organizations, and corporations. The firm’s investment approach combines a growth-oriented asset allocation framework with tactical adjustments based on monetary measurements, relative valuations, and investor sentiment, utilizing a range of securities and strategies tailored to client objectives.

Paul Ashcraft is the principal of Ashcraft Wealth Advisors LLC, an independent firm based in Auburndale, FL. He holds a Series 65 designation and has 11 years of industry experience. Prior to founding Ashcraft Wealth Advisors in 2014, he established Ashcraft Business Advisors in 2010. Outside of his advisory work, he is a licensed insurance agent and serves as the registered agent for G & S Family Hospitality Services, Inc. Ashcraft Wealth Advisors provides discretionary portfolio management and financial planning services to individuals, trusts, estates, endowments, corporations, and retirement plans. The firm employs a customized, bottom-up investment approach focused on client-specific asset allocation and diversification, integrating fundamental analysis with limited technical analysis and external research.

Gerald Black is a Series 66-licensed financial advisor with James I. Black & Company in Lakeland, FL, serving in the industry for 51 years. His prior experience includes roles at AR Fund Management, LLC, ITB Capital Management, and ITB Capital Advisors, LLC. Outside of his advisory work, he is a managing partner of an art studio, CASS, LLC. James I. Black & Company provides wealth management, portfolio management, and financial planning services to individuals, pension and profit-sharing plan participants, guardianships, trusts, and estates. The firm combines individualized asset-allocation recommendations with a range of investment options and generally manages client accounts on a non-discretionary basis.

Daniel Leigh is a financial advisor at Amerity Wealth Management, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked with Skybound Wealth Management, LLC and deVere USA. Outside of his advisory work, he is a member and owner of Vegan Brit LLC, a business development services firm. Amerity Wealth Management is a multi-advisor registered investment adviser serving individual clients, businesses, trusts, and plan sponsors. The firm provides discretionary asset management, financial planning, and specialized services including UK expatriate pension transfers, using a range of investment vehicles and coordinating multiple custodians and co-advisors to deliver customized strategies.

Lance Pearce is a financial advisor at Amerity Wealth Management, LLC in Lakeland, FL, holding Series 65 and Series 66 licenses with six years of industry experience. His prior roles include positions at Pearce Financial and The Retirement Group, LLC. Amerity Wealth Management serves individual clients, businesses, pension and profit-sharing plans, and trusts, managing approximately $339 million in assets. The firm offers asset management, financial planning, retirement consulting, and specialized UK pension transfer and management services, typically managing accounts on a discretionary basis and utilizing third-party model portfolios and multiple platforms.

Tamara Jemison is a financial advisor with CPS Investment Advisors in Lakeland, FL, holding Series 63 and Series 65 credentials and bringing 11 years of industry experience. Her prior roles include positions at Mobilization Funding and USAA Investment Management Company. CPS Investment Advisors serves a diverse client base including individuals, trusts, estates, charitable organizations, and corporate clients, providing discretionary portfolio management, financial planning, and specialized plan services. The firm employs a value-driven investment approach focused on fundamental analysis and long-term strategies, integrating accounting and insurance services through affiliated businesses.

Alexander Stojkovic is a Series 65-licensed advisor at Amerity Wealth Management, LLC with six years of industry experience. He has held roles at multiple affiliated entities, including Alexander Peter Wealth and international branches, since 2009. Amerity Wealth Management is a multi-advisor fiduciary serving individual clients, high-net-worth households, businesses, pension and profit-sharing plans, and trusts. The firm manages approximately $339 million in assets, offering services such as asset management, financial planning, and specialized UK pension transfer and management solutions.

Xu Xu is a CFP® and CFA® affiliated with Aptus Financial, LLC, bringing four years of industry experience. Xu has held academic positions at the University of South Florida and Henderson State University and operated Data Science for Everyone, LLC. Aptus Financial provides flat-fee financial planning and advisory services to individuals, trusts, charitable organizations, and employer-sponsored defined-contribution plans. The firm focuses on financial planning over discretionary management, emphasizing passive, long-term indexing, simple asset allocation, and client education through structured programs and subscription support.

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.

Robert Eckenroth is a financial advisor at CPS Investment Advisors in Lakeland, FL, holding a Series 65 designation with 10 years of industry experience. He has been with CPS Investment Advisors since 2015 and is also affiliated with Barom Advisors, LLC. Outside of his advisory role, he is a partner at Synthesis Consulting Group, where he consults on real estate development projects. 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 based on fundamental analysis and integrates closely with CPA firms and other professional services through its alliance model.

Gary Clark is a Series 65-licensed financial advisor with CPS Investment Advisors in Lakeland, FL, where he has worked since 2007. He has 17 years of industry experience. Clark holds several leadership roles in community and veterans organizations, including chairman positions with the Polk County Veterans Council, Flight to Honor Polk, and the Service Academy Nomination Committee for Congressman Scott Franklin. CPS Investment Advisors serves individuals, trusts, estates, charitable organizations, and corporate clients by providing discretionary portfolio management, financial planning, and plan-level 401(k)/403(b) oversight. The firm employs a value-driven investment approach focused on fundamental analysis and long-term strategies, and is notable for its integration with affiliated accounting and insurance businesses.

Anthony Corrao is a CFP® with 14 years of experience in financial advising. He has been with CPS Investment Advisors since 2012. Outside of his advisory role, he serves as Board Chair of the Central Florida Speech & Hearing Center. 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 and integrates with CPA firms and other professional services through an alliance model.

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.

Simon Putt is a financial advisor at Amerity Wealth Management, LLC with five years of industry experience. He holds a Series 65 designation and has worked at several firms including Alexander Peter Wealth Management, Beacon Global Advisor Network, and Finsbury Associates. Amerity Wealth Management is a multi-advisor registered investment adviser serving individuals, high-net-worth households, businesses, trusts, and plan sponsors. The firm offers discretionary asset management, modular financial planning, retirement-plan consulting, and specialized services such as UK expatriate pension transfers.

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.