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 at CPS Investment Advisors with eight years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Wealth Enhancement Group, Wells Fargo Clearing Services, and Wells Fargo Bank. CPS Investment Advisors provides investment supervisory services and financial planning to individuals, trusts, corporations, pension and profit-sharing plans, and charitable organizations. The firm uses a value-driven investment approach focused on fundamental analysis and partners with CPA firms through its alliance model to deliver integrated professional services.

James Lavender 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 at Beacon Global Advisor Network, Alexander Peter Wealth Management, and several other firms. Amerity Wealth Management is a multi-advisor registered investment adviser serving individual clients, businesses, trusts, and plan sponsors. The firm offers discretionary asset management, modular financial planning, retirement-plan consulting, and specialized services for UK expatriate pension transfers.

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.

Brian Pearce is a financial advisor with Amerity Wealth Management, LLC in Winter Haven, FL, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. His prior roles include leadership at his own firm, Pearce Financial, as well as positions at Retirement Resources of Central Florida, World Equity Group, Inc., and The Retirement Group, LLC. In addition to his advisory work, Pearce is an insurance professional who presents seminars related to annuity products. 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, and specialized services including UK expatriate pension transfers, utilizing third-party model managers and a variety of investment vehicles to implement individualized portfolio strategies.

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.

Ryan Higgins is a financial advisor with CPS Investment Advisors in Lakeland, FL, holding Series 65 and Series 63 licenses and nine years of industry experience. His prior roles include positions at Raysway, Inc., Raymond James Financial Services Advisors, Inc., and Wells Fargo Advisors. CPS Investment Advisors provides investment supervisory services and financial planning to individuals, trusts, estates, corporations, pension plans, and charitable organizations. The firm’s value-driven investment approach emphasizes fundamental analysis and long-term holdings, while integrating with CPA firms and other professional services through its alliance model.

Timothy Kershaw is a financial advisor at Amerity Wealth Management, LLC in Lakeland, FL, holding a Series 65 designation with five years of industry experience. His prior roles include positions at Blacktower Financial Management (US) LLC and Beacon Global Advisor Network, LLC. Amerity Wealth Management is a multi-advisor fiduciary serving individuals, high-net-worth households, businesses, pension and profit-sharing plans, and trusts. The firm manages approximately $339 million in assets and offers services including asset management, financial planning, retirement consulting, and specialized UK pension transfer and 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.

Joel Thornton Jr. is a financial advisor at Invst, LLC with six years of industry experience. He holds a Series 65 designation and has previously worked at Jarred Bunch Consulting, LLC since 2019 and Park Avenue Securities from 2009 to 2019. Invst, LLC serves individual clients, including high-net-worth individuals, as well as pension and profit-sharing plans, providing financial planning, investment management, and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to construct diversified portfolios and manages approximately $1.565 billion in assets for over 2,100 clients.

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.

Joshua Fain is a financial advisor with Amerity Wealth Management, LLC, holding a Series 65 designation and bringing nine years of industry experience. He has worked with Amerity Wealth Management since 2022 and previously with Beacon Global Advisor Network and Claraphi Advisory Network. In addition to his advisory role, he is an independent insurance agent in Florida, dedicating significant time to this activity. Amerity Wealth Management is a multi-advisor registered investment adviser serving individuals, businesses, trusts, and plan sponsors. The firm offers discretionary asset management, modular financial planning, retirement-plan consulting, and specialized services including UK expatriate pension transfers, employing a range of investment strategies through multiple custodians and co-advisory arrangements.

Abigail Skipper is a CFP® with six years of industry experience, currently serving as an advisor at Ranch Capital Advisors Inc. She has worked at the firm since 2019 and has prior experience with Seedway, Geneva Financial, and Skipper Grassing, Inc. Outside of her financial advisory role, she owns and manages Grand Central Stables, a horse boarding business in Babson Park, FL. Ranch Capital Advisors serves individuals, high-net-worth clients, trusts, estates, and small businesses by offering investment management, financial planning, and a subscription-based financial coaching service. The firm customizes portfolios using model allocations or tailored strategies and employs a variety of trading approaches, including derivatives, to align with client objectives.