Woodstock, GA Office

Patricia Hayton is a financial advisor with CPC Advisors, LLC, holding a Series 66 designation and over 23 years of industry experience. Her career includes roles at Raymond James Financial Services and Wells Fargo Advisors, along with 15 years at J Thompson Ross Investments. She also serves as Operations Manager for CPC Advisors. CPC Advisors provides investment advisory and financial planning services to individuals, trusts, pension and profit-sharing plans, charitable organizations, and businesses. The firm emphasizes asset allocation and model-driven strategies, utilizing third-party managers and the Raymond James institutional platform to manage approximately $2.1 billion in client assets.

Daren Sexton is a financial advisor with CPC Advisors, LLC in Woodstock, GA, holding a Series 66 designation and 17 years of industry experience. His career includes roles at J Thompson Ross Investments, Wells Fargo Advisors, Raymond James Financial Services, and Consolidated Planning Corporation. In addition to his advisory work, he assists the business owner and branch manager at Consolidated Planning Corporation in daily operations and portfolio management. CPC Advisors provides financial planning and portfolio management to individuals, trusts, pension and profit-sharing plans, charitable organizations, and business entities. The firm uses model portfolios and asset allocation consistent with Modern Portfolio Theory, with a focus on long-term investments in mutual funds, equities, and ETFs.

Geri Lanning is a CFP® and holds a Series 66 license, currently serving as a Senior Wealth Advisor at CPC Advisors, LLC with six years of industry experience. She previously worked at Raymond James Financial Services Advisors, Inc. and AMB Group, LLC. Lanning is also associated with Consolidated Planning Corporation, Inc. and CPC Holding Company, LLC in senior advisory roles. CPC Advisors, LLC serves a diverse client base including individuals, trusts, pension and profit-sharing plans, charitable organizations, and business entities. The firm employs an asset allocation and model-driven investment approach, utilizing third-party managers and the Raymond James institutional platform for portfolio management and execution.