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 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.

Michael Scott is a CFA® charterholder and holds the Series 65 license, with 12 years of experience in the financial advisory industry. He currently serves at CORE Wealth Advisors, Inc. and previously worked at J.W. Cole Advisors, Inc. and CPS Investment Advisors. In addition to his advisory role, he is the Director of Retirement Planning at Candor Path Financial. 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 integrates investment management with accounting and tax capabilities, managing discretionary portfolios primarily through ETFs, mutual funds, bonds, and select individual 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 with one year of industry experience. Prior to joining CORE Wealth Advisors, she worked at Citizens Bank & Trust for four years and at Jay Bees for one year. 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 in discretionary assets across several hundred client accounts.

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.

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.

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.

James Nelson is a CFP® with 29 years of experience in financial advisory roles. He is currently with Realta Investment Advisors, Inc. and Realta Equities, Inc., having previously worked at firms including Kalos Management and Family Financial Services of Florida. Beyond his advisory work, Nelson serves as a consultant for a funeral home business and sits on the Board of Directors for Advent Health Central Florida Polk Region. Realta Investment Advisors provides discretionary and non-discretionary investment advisory and financial planning services to individuals, pension plans, and institutional clients. The firm emphasizes individualized advice and implements diversified portfolio strategies using various investment vehicles, while offering multiple third-party manager programs and tools for held-away account management.

Colin Wiens is a CFP® professional with 16 years of experience at Larson Financial Group, LLC and Larson Financial Securities, LLC. He serves as a board member for Lakeland Volunteers in Medicine, a community health clinic providing free healthcare to underserved populations. Larson Financial Group, LLC offers financial planning, portfolio management, and retirement-plan consulting primarily to doctors and related businesses. The firm employs a combination of model portfolios and custom discretionary programs using both strategic and tactical approaches, and it provides specialized pension consulting and private-equity services.