Core Wealth Advisors, Inc.

Michael Ehlenbeck is a CFP® with 10 years of industry experience, currently serving as an advisor at Core Wealth Advisors, Inc. since 2017. Prior to this, he worked at CPS Investment Advisors from 2015 to 2017. Outside of his advisory role, he holds a real estate sales associate license and occasionally assists with residential home showings. Core Wealth Advisors serves individual clients, corporations, and charitable organizations with financial planning, wealth management, tax planning, and trust services. The firm manages approximately $570.6 million in assets, focusing on discretionary portfolio management supported by in-house tax expertise and collaboration with a private trust company.

Benjamin Greenman is a CFP® and holds a Series 65 license with two years of industry experience. He has been with Core Wealth Advisors, Inc. since 2023. Prior to his advisory role, he worked in educational institutions including Florida Southern College, All Saints Academy, and The Principia. Core Wealth Advisors serves individual clients, corporations, and charitable organizations with financial planning, wealth management, tax planning, and referral-based trust services. The firm manages approximately $570.6 million in assets and focuses on discretionary portfolio management supported by integrated in-house tax and accounting services.

Kenneth Moore is a financial advisor at Core Wealth Advisors, Inc. with two years of industry experience. He holds a Series 65 designation and has worked at firms including CliftonLarsonAllen and Land South Management. Prior to his advisory career, he held positions in banking and education. Core Wealth Advisors serves individual clients, corporations, and charitable organizations with financial planning, wealth management, tax planning, and referral-based trust services. The firm manages approximately $570.6 million in assets, primarily through discretionary portfolio management, and is noted for its integration of accounting and tax services alongside investment advisory.

Derek Stross is a PFS™ credentialed advisor at Core Wealth Advisors, Inc. in Lakeland, FL, with three years of industry experience. He has worked at Core Wealth Advisors since 2022 and previously operated Derek Stross CPA LLC, a public accounting firm providing tax preparation services. Outside of financial advising, he serves as a high school JV soccer head coach for the Polk County School Board. Core Wealth Advisors serves individual clients, corporations, and charitable organizations with financial planning, wealth management, tax planning, and referral-based trust services. The firm integrates advisory services with in-house tax and accounting capabilities, managing approximately $570.6 million in assets primarily through discretionary portfolio management.

Charles Foss is a financial advisor at Core Wealth Advisors, Inc. in Lakeland, Florida, holding a Series 65 designation with 22 years of industry experience. He has been with Core Wealth Advisors since 2013 and previously worked at Pro Baseball Services, Inc. from 2004 to 2016. Outside of his advisory role, Foss is involved in several business ventures including an aircraft holding company, a restaurant ownership group, and he owns a tax preparation and consulting firm. Core Wealth Advisors serves individual clients, corporations, and charitable organizations, offering financial planning, wealth management, tax planning, and trust services. The firm integrates in-house tax and accounting services with discretionary portfolio management, primarily investing in ETFs, mutual funds, and bonds, and maintains a formal relationship with a private trust company.

Paul Weaver II is a Series 65 licensed financial advisor with Core Wealth Advisors, Inc. in Lakeland, FL, where he has worked since 2015. He has eight years of industry experience and also serves as a part-time golf coach for the Polk County School Board, a role he has held since 2007, and as an elected supervisor for the Golden Lakes Community Development District since 2020. Core Wealth Advisors serves individual clients, corporations, and charitable organizations by providing financial planning, wealth management, tax planning and preparation, and referral-based trust services. The firm manages approximately $570.6 million in assets and emphasizes discretionary portfolio management supported by integrated tax and accounting services.

Haley Tonge is a financial advisor at Core Wealth Advisors, Inc. in Lakeland, FL, holding a Series 65 designation with experience dating from 2019 across financial and related roles. Prior to joining Core Wealth Advisors in 2024, she worked at Citizens Bank & Trust from 2020 to 2024 and at Jay Bees from 2019 to 2020. Core Wealth Advisors serves individual clients, corporations, and charitable organizations with financial planning, wealth management, tax planning, and referral-based trust services. The firm focuses on discretionary portfolio management using ETFs, mutual funds, and bonds, supported by integrated accounting and tax services and a formal relationship with a private trust company.

Nathan Dunham is a CFP® and holds a Series 65 license with 26 years of experience in the financial services industry. He has been with Core Wealth Advisors, Inc. since 2013 and previously operated Dunham Financial Services from 2010 to 2016. Core Wealth Advisors, Inc. serves individual clients, corporations, and charitable organizations with financial planning, wealth management, tax planning, and referral-based trust services. The firm manages approximately $570.6 million in assets, primarily through discretionary portfolio management using ETFs, mutual funds, and bonds, and integrates in-house tax services through an affiliated accounting practice.

Andrew Foss is a financial advisor with Core Wealth Advisors, Inc. in Lakeland, FL, holding a Series 65 designation and 10 years of industry experience. He has been with Core Wealth Advisors since 2013. Core Wealth Advisors serves individual clients, corporations, and charitable organizations with financial planning, wealth management, tax planning and preparation, and referral-based trust services. The firm manages approximately $570.6 million in assets under management as of December 31, 2024, primarily through discretionary portfolio management that integrates investment planning with in-house tax and accounting services.