Joseph Modica Jr.

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.

Shawna Moore is the principal of Moore Wealth Partners, LLC, an independent advisory firm based in Glendale, AZ. She holds Series 63, 65, and 66 licenses and has nine years of industry experience, including prior roles at Foundations Investment Advisors, Tucker Asset Management, and McKinney Financial Group. Moore is also an owner of Moore Wealth Management LLC, where she offers insurance products including life, annuities, and long-term care. Moore Wealth Partners provides investment advisory and financial planning services to individual and high-net-worth clients, managing approximately $27.2 million across about 83 accounts. The firm utilizes discretionary asset management primarily through sub-advisors and co-advisors while maintaining oversight and alignment with client risk profiles.

Barrington Gist is a financial advisor at Heritage Private Wealth with 12 years of industry experience. He holds the Series 66 designation and has previously worked at Morgan Stanley and LPL Financial. Heritage Private Wealth offers comprehensive investment management and financial planning services to individuals, high-net-worth clients, business owners, trusts, estates, charitable organizations, and business entities. The firm employs a high-touch service model alongside a technology-driven platform, emphasizing strategic asset allocation, long-term investing, diversification, and the use of derivatives in separately managed accounts.

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.

David Madden is the principal of Resilient Financial Solutions and holds a Series 65 designation with one year of experience in the financial industry. He has a 34-year career with the Department of the Air Force and currently serves as a Senior Program Manager at a defense subcontractor. Madden is also the Founder and CEO of Truly Found LLC, an online reseller of collectibles and toys. Resilient Financial Solutions is a fee-only registered investment adviser that provides discretionary investment management and financial planning services to individuals, high-net-worth clients, and businesses. The firm employs a combination of fundamental and cyclical analysis alongside modern portfolio theory, utilizing both passive and active strategies tailored to client objectives and risk tolerances.

Casey Martens is the sole advisor at InvestGro LLC, holding a Series 65 designation and currently has no industry experience. Martens has been a student since 2015. InvestGro LLC provides discretionary and non-discretionary asset management along with financial planning and consulting services, utilizing fundamental analysis combined with Modern and Post-Modern Portfolio Theory and Monte Carlo techniques. The firm offers a range of engagement options, including hourly and fixed-fee financial planning, in addition to traditional asset-management billing.