Lakeland, FL Office

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.

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.

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.

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.

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.

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.

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.