James Hugh Whatley Jr.

Chris Stevens is a CFP® and holds a Series 66 designation. He currently leads Stevens Investment Counsel LLC and has prior experience working at CapWealth Advisors, Bank of America, and Merrill Lynch Pierce Fenner & Smith Inc. Stevens Investment Counsel LLC serves individuals, high-net-worth clients, charitable organizations, and businesses by providing asset management and financial planning services. The firm employs a multi-disciplinary investment approach combining fundamental, technical, and quantitative analysis with strategic and tactical asset allocation, offering discretionary portfolio management and financial planning at no extra cost.

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.

Angelo Roman is the owner and sole advisor of Roman Wealth Management, LLC, an independent registered investment adviser based in Mount Juliet, Tennessee. He holds Series 63 and Series 65 licenses and has 37 years of industry experience. Prior to founding his current firm, Roman worked at Ameriprise and Wells Fargo Clearing. He serves as the Board President for the Joe Beretta Heart Foundation, a nonprofit organization. Roman Wealth Management provides ongoing portfolio management and integrated financial planning primarily to individuals, high-net-worth clients, and charitable organizations. The firm emphasizes long-term investment strategies focused on individual equities, supported by mutual funds, fixed income, and ETFs, and incorporates multiple analytical methods in managing accounts.

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.