James Wilson Powell III

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 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.

John Quinones is a financial advisor at One Wealth Map, LLC with six years of industry experience. He holds a Series 66 license and previously worked at Ameriprise, CUNA Mutual Brokerage Services, DuTrac Credit Union, Kohl’s, and Middleton Farmers Coop. Outside of his advisory role, he is a member and owner of Da Rexy LLC, a real estate partnership focused on long-term investment properties. One Wealth Map provides investment advisory and financial planning services to individuals, businesses, family foundations, trusts, and charitable organizations. The firm employs a layered portfolio approach and offers various service levels, incorporating fundamental and technical analysis alongside flexible discretionary and non-discretionary management options.