David Michael Reynolds

Angelo Roman is the owner and sole advisor at Roman Wealth Management, LLC, an independent registered investment adviser. He holds Series 63 and Series 65 licenses and has 36 years of industry experience, including roles at Ameriprise and Wells Fargo Clearing. Roman serves as Board President for the Joe Beretta Heart Foundation, a nonprofit organization. Roman Wealth Management provides portfolio management and financial planning to individuals, high-net-worth clients, and charitable organizations, managing approximately $34.6 million across 78 client relationships. The firm emphasizes individualized Investment Policy Statements and employs a long-term investment approach focused on individual equities alongside mutual funds, fixed income, and ETFs.

David Fesmire Sr. is the sole advisor at Coordinated Wealth Management, L.L.C. in Hendersonville, TN, holding a Series 65 designation with 19 years of industry experience. He has been with Coordinated Wealth Management since 2007 and previously worked at Coverage Solutions Group LLC, a life and health insurance agency he owns and operates as an employee benefit consultant and broker. Coordinated Wealth Management serves individuals, including high-net-worth clients, as well as institutional clients such as pension plans, trusts, and charitable organizations. The firm provides discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting, emphasizing fundamental analysis and ongoing portfolio review.

John Poole Jr. is a financial advisor with John A. Poole - Financial Advisor in Hermitage, TN, holding Series 63 and Series 66 designations and bringing 38 years of industry experience. He has operated his current advisory practice since 2006 and concurrently runs Mr. Tax of America since 1989. The firm provides comprehensive financial planning and investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. It offers tailored investment programs often managed on a discretionary basis, using primarily no-load or low-load mutual funds and ETFs, and emphasizes a fee-only advisory model without affiliations to product sellers.

Scott Davis is a financial advisor at Family Tree Wealth Advisors, LLC, based in Mt Juliet, TN, with 20 years of industry experience. He has held the Series 63 designation and worked previously at Edward Jones from 2006 to 2011 before founding his current firm in 2011. Family Tree Wealth Advisors serves individual clients, including high-net-worth individuals, offering discretionary portfolio management and financial planning. The firm employs a holistic, client-tailored approach that integrates extended family information into customized investment policy statements and provides services primarily to a small client base with about $12.35 million in assets under management.

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.

Kirk Meyer is a financial advisor with KG Meyer, PC in Hermitage, TN, holding a Series 65 credential and eight years of industry experience. He has worked at KG Meyer, Inc. since 2018 and has over two decades of service with the DOI-Bureau of Indian Affairs. KG Meyer, PC provides fee-based comprehensive financial planning and investment management for individuals at different career stages as well as pension and profit-sharing plans, trusts, and corporations. The firm uses a diversification-focused, multi-style approach based on Modern Portfolio Theory, with portfolios primarily composed of exchange-traded funds and no-load mutual funds, and publishes a weekly newsletter offering general financial-planning guidance.