Angelo Edward Roman

Henry is a financial advisor with Raymond James & Associates in Nashville, TN, holding Series 7, 63, Series 65 licenses (and CFP designation). He has nine years of industry experience. He serves as Treasurer and Board Member of the nonprofit’s Blind Early Services TN and Autism Career Training. Raymond James & Associates provides financial planning and investment consulting services to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and asset-allocation analyses, supporting both retail and institutional clients through various advisory programs.

William Adams is a financial advisor at Center Hill Wealth, LLC in Nashville, TN, with 17 years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. Outside of his advisory work, he serves as secretary for G&L Acquisition, LLC, a real estate company based in Tennessee. Center Hill Wealth provides investment advisory services to individuals, trusts, corporations, and employer-sponsored retirement plans. The firm combines fundamental and technical analysis with sector research and both long- and short-term trading strategies, while also offering retirement plan consulting and oversight of third-party money managers.

Rohit Padmanabhan is a CFA® charterholder and holds a Series 66 license with 17 years of industry experience. He has been with Lotus Asset Management Limited Liability Company in Nashville, TN since 2015. Lotus Asset Management provides comprehensive financial advisory services combining investment management, financial planning, held-away account management, and due diligence on alternative and private investments. The firm serves individuals, high-net-worth clients, and charitable organizations, managing portfolios using a diverse range of analysis methods and investment options including mutual funds, ETFs, private placements, and digital assets.

Christian Hermo is the sole advisor at Christian A. Hermo LLC in Nashville, TN, holding a Series 66 credential with 17 years of industry experience. His work history includes roles at HCA, where he is also employed as a data analyst, and PRGX. Christian A. Hermo LLC provides portfolio management and financial planning services for individual and high-net-worth clients, employing a strategy that integrates fundamental, technical, and cyclical analysis with both long- and short-term trading and options-writing. The firm maintains a small client base, manages all assets internally, and requires clients to use its recommended custodian.

Matthew Jones is a financial advisor at Quants Compete in Brentwood, TN, holding a Series 65 designation with four years of industry experience. His prior roles include positions at Cox Private Capital and Collins Aerospace. Outside of advisory work, he has experience with Phys 101 LLC. Quants Compete is an independent investment adviser providing discretionary portfolio management to individuals, small businesses, and some corporate clients. The firm employs a structured approach combining quantitative, technical, and fundamental inputs to align portfolios with client risk tolerance and time horizon, utilizing equities, ETFs, fixed income, options, and cash management instruments.

Christopher Vining is a financial advisor at CV Securities Analysis, LLC with seven years of industry experience. He holds a Series 65 designation and has worked at CV Securities Analysis, Applied Economics, LLC, and Coker Group. In addition to his advisory work, Vining provides Spanish and finance tutoring to college students and candidates pursuing financial certifications such as the CFA Charter. CV Securities Analysis, LLC offers portfolio management services primarily to individual and high-net-worth clients, focusing on asset allocation, selection, and monitoring across a diverse range of investment vehicles. The firm employs modern portfolio theory and quantitative analysis, incorporates options strategies when appropriate, and maintains a small client base with a notable inclusion of non-U.S. securities and clients.