Sharolyn A Williams

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.

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.

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.

Nishann La Nata is a Series 66-licensed financial advisor with nine years of industry experience, currently with Craft Wealth Services. His prior roles include financial planning and advisory positions at First Command Financial Planning and Waddell & Reed. Outside of his advisory work, he is a partner in Lebanon Sisterhood, where he contributes to event planning, promotion, and social media administration. Craft Wealth Services provides investment advisory and financial planning primarily for individual and high-net-worth clients, offering portfolio management and standalone planning with a value-oriented, long-term investment approach that incorporates fundamental and technical analysis alongside tactical allocation and options strategies.