Garrett Kaumeyer

Todd Hukill is a financial advisor with Legacy Path Advisors LLC in Gallatin, Tennessee. He holds Series 65 and Series 66 designations and has nine years of industry experience. His prior work includes roles at SUNTRUST Investment Services and UBS Financial Services. He also has 18 years of involvement with the Tennessee District Council of the Assemblies of God, Inc. Legacy Path Advisors provides financial planning and discretionary investment management primarily to ministers, pastors, church employees, and other ministry professionals. The firm focuses on clergy-specific financial issues and employs a strategic asset allocation approach using low-cost, diversified index ETFs and model portfolios.

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.

David Fesmire Sr. is a Series 65-licensed financial advisor with 19 years of industry experience. He is the sole advisor at Coordinated Wealth Management, L.L.C., where he has worked since 2007. In addition to his advisory role, he owns Coverage Solutions Group LLC, a life and health insurance agency where he serves as an employee benefit consultant and broker. Coordinated Wealth Management serves individual and institutional clients, including high-net-worth individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm provides discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting, focusing on fundamental analysis across various asset classes and offering participant education as part of its services.

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 Mcillwain is a financial advisor at KPP Advisory Services LLC with 29 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at ROI Financial Planning, KPP Advisory Services LLC, LPL Financial LLC, and FSC Securities Corporation. KPP Advisory Services LLC provides financial planning, investment management, and wealth management services to individuals, high-net-worth clients, trusts, estates, charitable organizations, small businesses, and retirement plans. The firm emphasizes asset allocation through mutual funds, ETFs, third-party managers, and algorithm-based model solutions, operating under a fiduciary standard with ongoing monitoring and tailored client engagements.