CPS Investment Advisors

Derek Stroud is a financial advisor with CPS Investment Advisors in Winterville, NC, holding Series 65 and Series 66 licenses and bringing 19 years of industry experience. He has been with CPS Investment Advisors since 2016 and has prior experience at Morningstar Investment Services, LLC. In addition to his advisory role, Stroud is president of Tyndall Stroud CPAs, P.C., a registered CPA firm in North Carolina. CPS Investment Advisors serves individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and corporate clients, offering 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 affiliated business services as part of its model.

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 with nine years of industry experience. He holds a Series 65 designation and has been with CPS Investment Advisors since 2015. In addition to his advisory role, he is a partner at Synthesis Consulting Group, where he consults on real estate development projects. CPS Investment Advisors serves a diverse client base including individuals, trusts, estates, charitable organizations, and corporate clients, offering discretionary portfolio management, financial planning, and specialized plan services. The firm employs a value-driven investment approach focused on fundamental analysis, long-term strategies, and selective diversification.

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 13 years of industry experience and is currently with CPS Investment Advisors in Lakeland, FL. He has been associated with CPS Investment Advisors since 2010. Outside of his advisory role, he serves as Board Chair of the Central Florida Speech & Hearing Center. CPS Investment Advisors provides discretionary portfolio management, financial planning, and consulting services to individuals, trusts, estates, charitable organizations, and corporate clients. The firm employs a value-driven investment approach focused on fundamental analysis and long-term strategies, and integrates accounting and insurance services through affiliated businesses.

Patrick Gauthier is a CFP® with 14 years of industry experience, currently serving as a financial advisor at CPS Investment Advisors. His prior roles include positions at USAA Financial Advisors and USAA Investment Management Company. CPS Investment Advisors serves a diverse client base, including high-net-worth 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, supported by integrated accounting and insurance services.

Nolen Bailey is a CFP® with 14 years of industry experience, currently serving as an advisor at CPS Investment Advisors since 2011. He holds the Series 65 designation and is based in Lakeland, FL. CPS Investment Advisors serves individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and corporate clients by providing discretionary portfolio management, financial planning, consulting, and specialized plan services. The firm employs a value-driven investment approach focused on fundamental analysis and long-term strategies, and integrates accounting and insurance services through affiliated businesses.

Richard Bernard is a CFP® with nine years of experience at CPS Investment Advisors. Before joining the firm in 2017, he served at the Polk County Sheriff's Office for 33 years. CPS Investment Advisors serves individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and corporate clients by providing discretionary portfolio management, financial planning, and consulting services. The firm follows a value-driven investment approach focused on fundamental analysis and long-term management, integrating accounting and insurance services through affiliated businesses.

Larry Tyndall is a financial advisor at Tyndall Stroud Wealth Management, LLC with 19 years of industry experience. He holds the PFS™ designation as well as Series 63 and Series 65 licenses. In addition to his advisory role, he serves as Vice President of Tyndall Stroud CPA's, P.C., which provides tax and accounting services, and is a licensed life insurance agent involved with Tyndall Stroud Insurance Services, LLC. Tyndall Stroud Wealth Management, LLC offers investment advisory and financial planning services to individuals, including high-net-worth clients, as well as pension plans, trusts, estates, charitable organizations, and business entities. The firm emphasizes personalized planning, fundamental analysis, and long-term investment strategies, often utilizing third-party managers and maintaining affiliations with accounting and insurance firms.

Rachael Savinon Mota is a financial advisor at CPS Investment Advisors with seven years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Wells Fargo Clearing Services, LLC and Wells Fargo Bank NA. CPS Investment Advisors serves a diverse client base including individuals, trusts, estates, charitable organizations, and corporate clients, offering discretionary portfolio management, financial planning, and specialized plan services. The firm follows a value-driven investment approach focused on fundamental analysis, long-term strategies, and diversification through mutual funds and ETFs when appropriate.

Peter Golotko is a financial advisor with CPS Investment Advisors in Lakeland, FL, holding the PFS™ designation and Series 65 license, with 19 years of industry experience. He has worked at Chas P. Smith & Associates, PA, CPAs since 1990. CPS Investment Advisors serves individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and corporate clients with discretionary portfolio management, financial planning, and consulting. The firm employs a value-driven investment approach focused on fundamental analysis and long-term strategies, integrating accounting and affiliated business services uncommon among similar multi-team advisers.

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 at CPS Investment Advisors with eight years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Raysway, Inc., Raymond James Financial Services Advisors, Inc., and Wells Fargo Advisors Financial Network, LLC. CPS Investment Advisors serves a diverse client base including individuals, trusts, estates, charitable organizations, and corporate clients, offering discretionary portfolio management, financial planning, and specialized plan services. The firm follows a value-driven investment approach focused on fundamental analysis and long-term strategies, and it integrates accounting and insurance services through affiliated businesses.

Sterling Searcy Jr. is a financial advisor at CPS Investment Advisors with seven years of industry experience. He holds a Series 65 designation and has worked in tax preparation and mentorship as a Senior Tax Advisor at CPS Group CPAs PA since 2018. His prior roles include positions at Searcy Tax LLC, Kaba Consulting, and JPC International Tax Advisors. CPS Investment Advisors serves individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and corporate clients by providing discretionary portfolio management, financial planning, and consulting services. The firm employs a value-driven investment approach focused on fundamental analysis and integrates accounting and affiliated business services within its multi-team structure.

Christopher Tyndall is a financial advisor with Tyndall Stroud Wealth Management, LLC and holds Series 65 and Series 66 licenses. He has 19 years of industry experience and has worked at firms including CPS Investment Advisors and Morningstar Investment Services LLC. In addition to his advisory role, he serves as secretary and treasurer of Tyndall Stroud CPAs, a tax and accounting firm, and is an author of a book recounting a friend's Vietnam War experience. Tyndall Stroud Wealth Management, LLC provides investment advisory and financial planning services to individuals, pension plans, trusts, estates, charitable organizations, and business entities. The firm emphasizes personalized financial planning and portfolio management, often through third-party managers, with a focus on fundamental analysis and long-term strategies across diverse investments. Its offerings include pension consulting and an affiliation with an accounting firm and insurance agency.