Thomas Wade Jr.

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.

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.

Byron Ford is a CFP® with 29 years of industry experience, currently serving as a financial advisor at StoneX Advisors Inc. since 2016. He also has a role at Keith Ford and Associates, where he provides investment advice, insurance, and financial planning. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by offering portfolio management, financial planning, and ERISA plan consulting through a combination of independent advisors and an in-house Private Client Group. The firm uses multiple account structures and model-based solutions implemented via proprietary and third-party platforms.

Jorie Pitt is a CFP® and holds a Series 65 license with 14 years of industry experience. She has worked at Mission Wealth Management, LP since 2020 and previously spent nine years at AHC Advisors, Inc. in Lebanon, Tennessee. Mission Wealth Management, LP is an SEC-registered fiduciary serving high-net-worth individuals and families, nonprofit organizations, pension and retirement-plan sponsors, trusts, and brokerage customers. The firm offers customized wealth management and financial planning services, including portfolio management, tax planning, estate coordination, and pension consulting, managing portfolios with a long-term orientation across various service tiers.

William Brantley is a financial advisor with Level Four Advisory Services holding a Series 66 designation and six years of industry experience. Prior to joining Level Four in 2024, he worked at Wells Fargo Advisors for five years. He also serves in the Tennessee Army National Guard. Level Four Advisory Services is an enterprise investment adviser managing over $5 billion across more than 13,000 client relationships. The firm serves a diverse client base with tailored financial planning, asset management, and retirement plan advisory services, utilizing model portfolios and a combination of affiliated and third-party managers.

Scott Pries is a financial advisor with Principal Financial Services, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has worked with Principal Securities since 2016 and with Principal Life Insurance Company since 2006. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions under various advisory and promoter arrangements.