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.

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.

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 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.

Timothy Kershaw is a financial advisor at Amerity Wealth Management, LLC with four years of industry experience. He holds a Series 65 credential and has previously worked at firms including Blacktower Financial Management and Beacon Global Advisor Network. 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, retirement-plan consulting, and specialized services for UK expatriate pension transfers.

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.

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.

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.

Stephen Scott is a CFP® professional with 14 years of experience in financial advising. He has been with Abacus Planning Group, Inc. since 2011. Abacus Planning Group provides investment advisory and comprehensive financial planning primarily to individual and high-net-worth clients, as well as pension and charitable organizations. The firm emphasizes long-term, multi-asset diversification with a mix of passive and selective active management, and serves as managing partner of multiple affiliated private funds for qualified clients.

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.

Lori Mondello is a financial advisor with USAA Investment Services Company and holds Series 65 and Series 63 licenses. She has 29 years of industry experience, including positions at Morgan Stanley, Raymond James & Associates, and Mercer Global Advisors Inc. USAA Investment Services Company provides retirement-focused advice and referral services primarily to USAA members through phone and digital channels. The firm offers a Retirement Income Strategy Report and facilitates referrals to third-party broker-dealers and advisers rather than managing client assets directly.