Brian Koonce

William Adams is a financial advisor at Center Hill Wealth, LLC in Nashville, TN, with 16 years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. Outside of his advisory role, he serves as secretary for G&L Acquisition, LLC, a real estate entity in Tennessee. Center Hill Wealth provides portfolio management and financial planning for individuals, trusts, and corporate clients, including pension and profit-sharing plans. The firm offers retirement plan consulting and blends fundamental and technical analysis with multiple investment strategies, combining individual portfolio management with institutional and retirement-plan services.

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.

Rohit Padmanabhan is a CFA® charterholder with 17 years of industry experience. He has been with Lotus Asset Management Limited Liability Company since 2015, where he is the sole advisor. The firm provides portfolio management and investment advice to individuals, high-net-worth clients, and charitable organizations. Lotus employs a variety of analytical approaches and investment strategies, including the use of derivatives and digital asset expertise, to deliver tailored portfolio management and due diligence services.

Christian Hermo is the sole advisor at Christian A. Hermo LLC in Nashville, TN, holding a Series 66 designation with 16 years of industry experience. He has worked at HCA as a data analyst since 2022 and previously at PRGX from 2018 to 2022. His firm provides portfolio management and financial planning services to individual and high-net-worth clients, utilizing a blend of charting, technical, fundamental, and cyclical analysis. The firm manages all assets in-house, offers discretionary portfolio management, and typically requires clients to use its recommended custodian.

Christopher Vining is a financial advisor at CV Securities Analysis, LLC in Nashville, TN, with six years of industry experience. He holds a Series 65 designation and has worked previously at Applied Economics, LLC, Coker Group, and CBIZ Valuation Group, LLC. Outside of his advisory role, he provides tutoring in Spanish and finance to college students and individuals pursuing financial designations such as the CFA Charter. CV Securities Analysis, LLC offers portfolio management services to individual and high-net-worth clients, focusing on creating customized Investment Policy Statements that address goals, income, tax considerations, and risk tolerance. The firm employs modern portfolio theory and quantitative analysis with an emphasis on long-term positions and options strategies, managing a small client base that includes a notable presence of non-U.S. clients.