Advisors at this firm
Joshua V
CFP®, Series 63, Series 66
Atlanta, GA
CPC Advisors, LLC
Joshua Voisine is a CFP® professional at CPC Advisors, LLC with 10 years of industry experience. He has worked at Ameris Bank Wealth Management, Curi Capital, Curi RMB Capital, and Raymond James Financial Services. CPC Advisors provides investment advisory and financial planning services to individuals, trusts, pension and profit-sharing plans, charitable organizations, and business entities. The firm employs a model-driven investment approach emphasizing asset allocation and uses third-party managers and the Raymond James institutional platform for execution and custody.
Patricia H
Series 66
Woodstock, GA
CPC Advisors, LLC
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.
Varun M
Series 66
Atlanta, GA
CPC Advisors, LLC
Varun Marneni is a financial advisor with CPC Advisors, LLC in Atlanta, GA, holding a Series 66 credential and 14 years of industry experience. He has worked at Consolidated Planning Corp and Raymond James Financial Services since 2011. Marneni recently obtained an insurance license and may recommend approved insurance products as part of financial planning. CPC Advisors provides investment advisory and financial planning services to individuals, trusts, pension plans, charitable organizations, and businesses. The firm employs a model-driven investment approach focused on asset allocation and uses third-party managers and the Raymond James institutional platform for execution and custody.
Daren S
Series 66
Woodstock, GA
CPC Advisors, LLC
Daren Sexton is a financial advisor at CPC Advisors, LLC with 17 years of industry experience. He holds the Series 66 designation and has worked previously at firms including Raymond James Financial Services and Wells Fargo Advisors Financial Network. Sexton also assists in daily operations and portfolio management at Consolidated Planning Corporation. CPC Advisors serves a diverse client base including individuals, trusts, pension plans, charitable organizations, and business entities. The firm employs a model-driven investment approach focused on asset allocation and long-term strategies, utilizing third-party managers and the Raymond James institutional platform.
Brooks G
CFA®, Series 66
Atlanta, GA
CPC Advisors, LLC
Brooks Garrett is a CFA® charterholder and holds a Series 66 license, with four years of industry experience. He has worked at CPC Advisors, LLC and Raymond James Financial Services, Inc. since 2021 and previously was employed at Aflac Inc. Garrett also serves as a Senior Research Associate at Consolidated Planning Corporation. CPC Advisors provides investment advisory and financial planning services to individuals, trusts, pension and profit-sharing plans, charitable organizations, and business entities. The firm employs a model-driven investment approach focused on asset allocation and long-term strategies, managing approximately $2.1 billion in client assets across 17 advisors.
Krista P
Series 66
Atlanta, GA
CPC Advisors, LLC
Krista Pritchett is a financial advisor at CPC Advisors, LLC with two years of industry experience. She holds a Series 66 designation and has worked at Raymond James Financial Services, Inc. since 2023. Outside of her advisory role, she is the owner of Pritchett Enterprises LLC, where she is involved in foreclosure research and business planning. CPC Advisors provides investment advisory and financial planning services to individuals, trusts, pension and profit-sharing plans, charitable organizations, and business entities. The firm’s investment approach focuses on asset allocation and model-driven strategies using third-party managers and the Raymond James institutional platform.
Trevor T
CFP®, Series 66
Atlanta, GA
CPC Advisors, LLC
Trevor Thompson is a CFP® certificant with 19 years of industry experience, currently serving as a financial planner at CPC Advisors, LLC in Atlanta, GA. He has worked at CPC Advisors since 2017 and previously spent a decade at GV Atlanta Inc. In addition to his advisory role, he is employed as a financial planner at Consolidated Planning Corporation. CPC Advisors provides investment advisory and financial planning services to individuals, trusts, pension plans, charitable organizations, and businesses. The firm manages approximately $2.1 billion in client assets through a team of 17 advisors, employing a model-driven investment approach focused on asset allocation and long-term strategies.
Michael M
CFP®, Series 63, Series 65
Atlanta, GA
CPC Advisors, LLC
Michael Mccool is a CFP® professional with 24 years of industry experience, currently serving at CPC Advisors, LLC in Atlanta, GA. He has been affiliated with Raymond James Financial Services since 2007 and Consolidated Planning Corp since 2011. Outside of his advisory role, he serves as a board member and officer at Atlanta Ronald McDonald House Charities, where he participates on the finance and investment committee and chairs the development committee. CPC Advisors provides investment advisory and financial planning services to individuals, trusts, pension plans, charitable organizations, and business entities. The firm employs a model-driven investment approach focused on asset allocation and long-term strategies, managing approximately $2.1 billion in client assets across a team of 17 advisors.
David H
Series 63, Series 66
Atlanta, GA
CPC Advisors, LLC
David Hunter is a financial advisor at CPC Advisors, LLC in Atlanta, GA, with 18 years of industry experience. He holds Series 63 and Series 66 designations and has worked at CPC Advisors since 2016, with prior experience at Raymond James and Raymond James and Associates dating back to 2011. Outside of advisory work, he serves as CIO for CPC Holding Company, LLC. CPC Advisors provides investment advisory and financial planning services to individuals, trusts, pension plans, charitable organizations, and business entities. The firm employs a model-driven investment approach focused on asset allocation and long-term strategies, managing approximately $2.1 billion in client assets across a team of 17 advisors.
Sarah W
Series 66
Atlanta, GA
CPC Advisors, LLC
Sarah Walker is a financial advisor at CPC Advisors, LLC with 21 years of industry experience. She holds a Series 66 designation and has previously worked at Ameriprise Financial Services and First Allied Advisory Services. CPC Advisors provides investment advisory and financial planning services to individuals, trusts, pension and profit-sharing plans, charitable organizations, and business entities. The firm employs a model-driven investment approach focused on asset allocation and long-term strategies, managing approximately $2.1 billion in client assets across a team of 17 advisors.
Adele G
CFP®, CFA®, Series 63
Atlanta, GA
CPC Advisors, LLC
Adele Gipson is a CFP® and CFA® with 19 years of industry experience. She is currently with CPC Advisors, LLC in Atlanta, GA, where she has worked since 2008, and also serves at Raymond James Financial Services Advisors Inc. since 2019. Gipson is a board member on the Finance Committee of the Georgia Campaign for Adolescent Power & Potential. CPC Advisors provides investment advisory and financial planning services to individuals, trusts, pension and profit-sharing plans, charitable organizations, and business entities. The firm employs a model-driven investment approach focused on asset allocation and long-term strategies, supported by a team of 17 advisors managing approximately $2.1 billion in client assets.
Nicholas H
Series 66
Atlanta, GA
CPC Advisors, LLC
Nicholas Hughes is a financial advisor at CPC Advisors, LLC in Tampa, FL, holding a Series 66 designation with eight years of industry experience. His prior work includes roles at Raymond James Financial Services, Edward Jones, and Bank of America. Outside of advising, he serves as Vice President of Operations for CPC Holding Company, LLC. CPC Advisors provides investment advisory and financial planning services to individuals, trusts, pension and profit-sharing plans, charitable organizations, and business entities. The firm’s investment approach 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.
Kyleigh C
Series 66
Atlanta, GA
CPC Advisors, LLC
Kyleigh Cobett is a financial advisor at CPC Advisors, LLC in Tampa, FL, holding a Series 66 designation with three years of industry experience. She has worked with Raymond James Financial Services and Consolidated Planning Corporation, where she served as a Relationship Manager and Associate Advisor. CPC Advisors provides investment advisory and financial planning services to individuals, trusts, pension plans, charitable organizations, and businesses. The firm employs a model-driven investment approach focused on asset allocation and uses third-party managers and model portfolios to support portfolio management.
Blake F
CFP®, Series 63
Atlanta, GA
CPC Advisors, LLC
Blake Flood is a CFP® professional with 30 years of experience in the financial services industry. He is currently with CPC Advisors, LLC and has held roles at Raymond James Financial Services Advisors Inc. since 1998. Outside of his advisory work, he serves as president of Blake A. Flood Inc., a support company, and is a partner in CPC Holding Company, LLC. CPC Advisors provides investment advisory and financial planning services to individuals, trusts, pension and profit-sharing plans, charitable organizations, and business entities. The firm employs model-driven asset allocation strategies and primarily advises on mutual funds, equities, and ETFs, managing approximately $2.1 billion in client assets across a team of 17 advisors.
Gregory P
Series 63, Series 66
Atlanta, GA
CPC Advisors, LLC
Gregory Phillips is a financial advisor with CPC Advisors, LLC in Tampa, FL, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has worked at several firms, including Raymond James Financial Services, Inc. since 2019. Outside of advisory duties, he serves as Director of Compliance at CPC Advisors. CPC Advisors offers investment advisory and financial planning services to individuals, trusts, pension and profit-sharing plans, charitable organizations, and business entities. The firm employs a model-driven investment approach emphasizing asset allocation and utilizes third-party managers and the Raymond James institutional platform for execution and custody.