Joseph Nicholas Modica Jr.

Todd Hukill is the sole advisor at Legacy Path Advisors LLC in Gallatin, TN, holding Series 65 and Series 66 licenses with nine years of industry experience. He has served with the Tennessee District Council of the Assemblies of God, Inc. since 2008. Legacy Path Advisors LLC provides fee-only financial planning and consulting services primarily to pastors, ministry leaders, and churches. The firm offers a variety of planning engagements.

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.

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.

John Quinones is a financial advisor at One Wealth Map, LLC with six years of industry experience. He holds a Series 66 designation and has worked previously at Ameriprise, CUNA Mutual Brokerage Services, DuTrac Credit Union, KOHLS, and Middleton Farmers Coop. Outside of advising, he has been a member and owner of Da Rexy LLC, a real estate partnership focused on long-term ownership and operation of rental properties. One Wealth Map serves individual clients, including high-net-worth households, offering investment supervisory services, financial planning, and insurance and tax-related reviews. The firm manages discretionary client assets through model portfolios, tax-aware tools, and selective option strategies, with tiered service levels that include family-office oversight and entity-level tax support.

Robert Yarmak is a CFA® charterholder with nine years of industry experience. He is currently with Vertrix Wealth Management, LLC, where he has worked since 2026. Prior to that, Mr. Yarmak held various roles at Greystone Financial Group, LLC and its affiliated entities from 2016 to 2026. Vertrix Wealth Management advises individuals, trusts, estates, small businesses, and employer-sponsored retirement plans, providing portfolio management and retirement plan consulting. The firm employs a tactical, risk-management oriented investment approach that incorporates fundamental and technical analysis, macroeconomic and market sentiment indicators, and dynamic asset allocation.

Rukmini Sunkara is a financial advisor at Oasis Advisors with eight years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Ernst & Young and Primerica. Sunkara is also involved in insurance sales and registered representative activities. Oasis Advisors serves individuals, corporations, and retirement plans by providing portfolio management, financial planning, and pension consulting. The firm employs fundamental analysis and modern portfolio theory with a long-term trading approach and offers access to a range of investment vehicles, including private placements and cryptocurrency.