Angelo Roman is the principal advisor at Roman Wealth Management, LLC, an independent firm based in Mount Juliet, TN. He holds Series 63 and Series 65 licenses and has 36 years of industry experience, including prior roles at Kestra Advisory Services and Ameriprise Financial Services. Roman serves as Board President for the Joe Beretta Heart Foundation, a nonprofit organization. Roman Wealth Management manages approximately $35 million across around 60 client relationships, providing portfolio management and integrated financial planning to individuals, high-net-worth clients, and charitable organizations. The firm employs a combination of charting, cyclical, fundamental, and technical analysis to guide investment decisions and emphasizes discretionary long-term trading strategies tailored to client goals.

Shawna Moore is the principal of Moore Wealth Partners, LLC, an independent advisory firm based in Glendale, AZ. She holds Series 63, 65, and 66 licenses and has nine years of industry experience, including prior roles at Foundations Investment Advisors, Tucker Asset Management, and McKinney Financial Group. Moore is also an owner of Moore Wealth Management LLC, where she offers insurance products including life, annuities, and long-term care. Moore Wealth Partners provides investment advisory and financial planning services to individual and high-net-worth clients, managing approximately $27.2 million across about 83 accounts. The firm utilizes discretionary asset management primarily through sub-advisors and co-advisors while maintaining oversight and alignment with client risk profiles.

Scott Davis is the sole advisor at Family Tree Wealth Advisors, LLC in Mt Juliet, TN, holding a Series 63 designation with 19 years of industry experience. He has led Family Tree Wealth Advisors since its founding in 2011. Family Tree Wealth Advisors serves individual clients, including high-net-worth individuals, by providing discretionary investment supervisory services and fee-based financial planning. The firm creates individualized Investment Policy Statements and constructs bespoke portfolios using fundamental analysis and both long- and short-term trading, incorporating multigenerational family information into planning.

Joseph Modica is a CFP® professional with 7 years of experience in financial advising. He has operated Modica Financial Services since 2008 and also manages tax and insurance-related businesses dating back to 1989. In addition to advisory services, he prepares income tax returns and provides audit representation. Modica Financial Services offers asset management and financial planning primarily to individual and high-net-worth clients, integrating tax planning, audit representation, and insurance solutions. The firm employs a long-term, buy-and-hold investment strategy with periodic rebalancing and manages client portfolios on a primarily non-discretionary basis.

David Madden is the principal of Resilient Financial Solutions and holds a Series 65 designation with one year of experience in the financial industry. He has a 34-year career with the Department of the Air Force and currently serves as a Senior Program Manager at a defense subcontractor. Madden is also the Founder and CEO of Truly Found LLC, an online reseller of collectibles and toys. Resilient Financial Solutions is a fee-only registered investment adviser that provides discretionary investment management and financial planning services to individuals, high-net-worth clients, and businesses. The firm employs a combination of fundamental and cyclical analysis alongside modern portfolio theory, utilizing both passive and active strategies tailored to client objectives and risk tolerances.

Casey Martens is the sole advisor at InvestGro LLC, holding a Series 65 designation and currently has no industry experience. Martens has been a student since 2015. InvestGro LLC provides discretionary and non-discretionary asset management along with financial planning and consulting services, utilizing fundamental analysis combined with Modern and Post-Modern Portfolio Theory and Monte Carlo techniques. The firm offers a range of engagement options, including hourly and fixed-fee financial planning, in addition to traditional asset-management billing.

Alec Medlin is a financial advisor at InvestGro LLC with three years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Knights of Columbus Asset Advisors LLC and Northwestern Mutual. InvestGro LLC provides discretionary and non-discretionary asset management along with financial planning and consulting services, including full financial plans and single-topic consultations. The firm uses fundamental analysis combined with Modern and Post-Modern Portfolio Theory and Monte Carlo planning techniques, offering both traditional asset management and hourly or fixed-fee financial planning engagements.

Ryan Stehno is the sole advisor at InvestGro LLC in Mt. Juliet, TN, holding a Series 65 designation with no prior industry experience. His work history includes roles at Florida Financial Advisors (DBA Tristate Financial Advisors), Oreilly Auto Parts, and various educational institutions. InvestGro LLC provides discretionary and non-discretionary asset management alongside financial planning and consulting services, employing fundamental analysis, Modern and Post-Modern Portfolio Theory, and Monte Carlo planning techniques in its investment process. The firm offers both asset-based and fixed-fee planning options, with a focus on regular client engagement and quarterly account reviews.

John Quinones is a financial advisor with One Wealth Map, LLC in Gallatin, TN, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Ameriprise, CUNA Mutual Brokerage Services, and DuTrac Credit Union. Outside of advisory work, he is a member and owner of Da Rexy LLC, a real estate investment partnership. One Wealth Map, LLC is an SEC-registered firm managing approximately $1.1 billion for nearly 300 clients, including individuals, family trusts, businesses, foundations, and charitable organizations. The firm employs a planning-driven approach with coordinated financial plans, layered portfolios, and tax-aware overlays, serving clients on discretionary and non-discretionary terms from multiple offices.

Robert Yarmak is a CFA® charterholder with eight years of industry experience. He is currently with Vertrix Wealth Management, LLC, where he has worked since 2026. Prior to that, he held roles at Greystone Financial Group, LLC and its affiliated entities from 2016 to 2026, and also worked at Hewlett Packard Enterprise from 2015 to 2016. Vertrix Wealth Management provides discretionary and non-discretionary portfolio management and retirement plan consulting to a range of clients, including plan sponsors, trusts, businesses, charitable organizations, and individuals. The firm employs a tactical investment approach that integrates fundamental and technical analysis and offers specialized retirement plan fiduciary services alongside active, research-driven portfolio management.

Rukmini Sunkara is a financial advisor at Oasis Advisors with seven years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Ernst & Young, Deloitte, and Terra Wealth Management. Sunkara is also involved in insurance sales. Oasis Advisors provides investment advisory services to individuals, high-net-worth clients, corporations, and pension plans. The firm combines fundamental, quantitative, and modern portfolio theory in portfolio construction and offers ongoing portfolio management, financial planning, and pension consulting.

Nishann La Nata is a financial advisor at Craft Wealth Services with eight years of industry experience. He holds a Series 66 designation and has previously worked at First Command Financial Planning and related entities. Outside of his advisory role, he is a partner in Lebanon Sisterhood, a women's event management organization involved in event planning and social media administration. Craft Wealth Services is a state-registered investment adviser serving individual and high-net-worth clients with portfolio management and standalone financial planning. The firm employs a value-oriented, primarily long-only investment approach combined with fundamental and technical analysis, offering tailored advice and discretionary management through a six-advisor team.

Seth Kelley is a financial advisor at Oasis Advisors with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including PFS Investments Inc. and Purshe Kaplan Sterling Investments. He is also involved in insurance sales related to investment activities. Oasis Advisors, LLC provides investment advisory services to individuals, high-net-worth clients, corporations, and pension/profit-sharing plans. The firm employs a combination of fundamental, quantitative, and modern portfolio theory to construct long-term model allocations and offers ongoing portfolio management, financial planning, and pension consulting.

Narsing Kommireddi is a financial advisor at Oasis Advisors with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including PFS Investments and Terra Wealth Management. Kommireddi is also a licensed insurance professional. Oasis Advisors provides investment advisory services to individuals, high-net-worth clients, corporations, and pension/profit-sharing plans. The firm employs a combination of fundamental, quantitative, and modern portfolio theory in constructing long-term model allocations and offers ongoing portfolio management along with financial planning and pension consulting.

Jeffrey Mcnaney is a financial advisor at NWF Advisory Services Inc with over 18 years of industry experience. He holds a Series 66 designation. His prior roles include positions at Principal Life Insurance Company and Principal Securities Inc, as well as founding Studio 9 Financial & Insurance Services. NWF Advisory Services manages approximately $6.4 billion in client assets and serves primarily individual and high-net-worth clients. The firm uses a technology-driven, open-architecture platform to offer portfolio management, financial planning, and retirement plan consulting through a range of advisor-managed and third-party strategies.

Jennifer Brunotts is a financial advisor at B. Riley Wealth Advisors, Inc. with 20 years of industry experience. She holds Series 63, 65, and 66 licenses and previously worked for PRGX Global for 11 years. Brunotts is also involved as an operations coordinator and registered assistant at Gurievsky Financial Corp. B. Riley Wealth Advisors, Inc. is an SEC-registered firm managing approximately $7.03 billion in client assets through about 274 advisors. The firm serves individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans with a broad range of advisory programs and financial planning services.

Byron Ford is a CFP® with 29 years of industry experience, currently serving as a financial advisor at StoneX Advisors Inc. since 2016. He also has a role at Keith Ford and Associates, where he provides investment advice, insurance, and financial planning. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by offering portfolio management, financial planning, and ERISA plan consulting through a combination of independent advisors and an in-house Private Client Group. The firm uses multiple account structures and model-based solutions implemented via proprietary and third-party platforms.

Jorie Pitt is a CFP® and holds a Series 65 license with 14 years of industry experience. She has worked at Mission Wealth Management, LP since 2020 and previously spent nine years at AHC Advisors, Inc. in Lebanon, Tennessee. Mission Wealth Management, LP is an SEC-registered fiduciary serving high-net-worth individuals and families, nonprofit organizations, pension and retirement-plan sponsors, trusts, and brokerage customers. The firm offers customized wealth management and financial planning services, including portfolio management, tax planning, estate coordination, and pension consulting, managing portfolios with a long-term orientation across various service tiers.

William Brantley is a financial advisor with Level Four Advisory Services holding a Series 66 designation and six years of industry experience. Prior to joining Level Four in 2024, he worked at Wells Fargo Advisors for five years. He also serves in the Tennessee Army National Guard. Level Four Advisory Services is an enterprise investment adviser managing over $5 billion across more than 13,000 client relationships. The firm serves a diverse client base with tailored financial planning, asset management, and retirement plan advisory services, utilizing model portfolios and a combination of affiliated and third-party managers.

Michael Claiborne is a Series 65-credentialed advisor with 10 years of industry experience. He is affiliated with First Advisors National, LLC and has been retired since 2015. First Advisors National manages discretionary assets for individual clients, including high-net-worth households, providing investment management, third-party portfolio recommendations, and retirement plan consulting. The firm’s investment process focuses on selecting and monitoring third-party money managers, supplemented by fundamental analysis of individual securities.