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 owner and sole advisor of Roman Wealth Management, LLC, an independent registered investment adviser based in Mount Juliet, Tennessee. He holds Series 63 and Series 65 licenses and has 37 years of industry experience. Prior to founding his current firm, Roman worked at Ameriprise and Wells Fargo Clearing. He serves as the Board President for the Joe Beretta Heart Foundation, a nonprofit organization. Roman Wealth Management provides ongoing portfolio management and integrated financial planning primarily to individuals, high-net-worth clients, and charitable organizations. The firm emphasizes long-term investment strategies focused on individual equities, supported by mutual funds, fixed income, and ETFs, and incorporates multiple analytical methods in managing accounts.

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 with One Wealth Map, LLC in Gallatin, Tennessee, holding a Series 66 credential and six years of industry experience. His prior roles include positions at Ameriprise, CUNA Mutual Brokerage Services, DuTrac Credit Union, and Middleton Farmers Coop. Outside of advisory services, he has operated a lawn care business for over a decade. 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 approximately $287 million in discretionary assets and employs model portfolios, tax-aware strategies, and tiered service levels to meet client needs.

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 with Oasis Advisors, holding Series 65 and Series 63 licenses and bringing eight years of industry experience. Her work history includes roles at Ernst & Young and Primerica, among others. She is also engaged in insurance sales and operates as a registered representative with Cape Securities Inc. and an investment adviser representative with Terra Wealth Management. Oasis Advisors offers portfolio management, financial planning, and pension consulting services to individuals, corporations, and retirement plans. The firm manages approximately $278 million for nearly 5,000 clients using a team-based approach and employs fundamental analysis, modern portfolio theory, and quantitative methods across a diverse range of investment instruments.

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.

Seth Kelley is a financial advisor at Oasis Advisors with 26 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including PFS Investments Inc and Purshe Kaplan Sterling Investments. He also spends part of his time involved in insurance sales. Oasis Advisors provides portfolio management, financial planning, and pension consulting to individuals, corporations, and retirement plans. The firm manages approximately $278 million for nearly 5,000 clients using a range of investment strategies and offers customizable fee arrangements and subscription-based planning services.

Narsing Kommireddi is a financial advisor at Oasis Advisors with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including PFS Investments and Terra Wealth Management. Kommireddi is also a licensed insurance professional. Oasis Advisors provides investment advisory services to individuals, high-net-worth clients, corporations, and pension/profit-sharing plans. The firm employs a combination of fundamental, quantitative, and modern portfolio theory in constructing long-term model allocations and offers ongoing portfolio management along with financial planning and pension consulting.

Jeffrey Mcnaney is a financial advisor at NWF Advisory Services Inc with 20 years of industry experience. He holds the Series 66 designation and has worked at firms including Principal Securities INC and The Ameriflex Group. Mcnaney has also been involved with Studio 9 Financial & Insurance Services since 2012. NWF Advisory Services manages approximately $6.4 billion in client assets across a network of over 100 advisors, serving primarily individual and high-net-worth clients. The firm employs an open-architecture, technology-driven platform offering portfolio management, financial planning, and retirement plan consulting through various program structures.

Jennifer Brunotts is a financial advisor at B. Riley Wealth Advisors, Inc. with 21 years of industry experience. She holds the Series 66, Series 63, and Series 65 licenses. Prior to joining B. Riley Wealth Advisors in 2023, she worked at PRGX Global and Wells Fargo Clearing. B. Riley Wealth Advisors provides investment advice and portfolio management to individual and institutional clients, offering various programs including Advisor-as-Portfolio-Manager, third-party managed accounts, and internally managed models, with approximately $4.21 billion in assets under management.

Byron Ford is a CFP® with 30 years of industry experience, currently with Stonex Advisors Inc. since 2016. He has previously worked at StoneX Securities Inc., Intl Advisory Consultants Inc., BrokersXpress LLC, and LPL Financial. In addition to his advisory role, he operates Keith Ford and Associates, providing investment advice, insurance, and financial planning services. Stonex Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations with portfolio management, financial planning, and consulting services. The firm employs a variety of investment strategies, including advisor-managed portfolios and model solutions, supported by a range of platforms and third-party money managers.

Jorie Pitt is a CFP® and Series 65-licensed financial advisor at Mission Wealth Management, LP with 15 years of industry experience. She has worked at Mission Wealth since 2020 and previously spent nine years at AHC Advisors, Inc. in Lebanon, Tennessee. Mission Wealth Management serves high-net-worth individuals, families, and institutional clients by providing wealth management, financial planning, investment management, and related consulting services. The firm employs a comprehensive approach that integrates investment management with tax, trust, legacy, philanthropy, and risk planning, using a mix of internal management and third-party sub-advisors.

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.

Ryan Hohensee is a CFP®-designated financial advisor at Manning & Napier Advisors, LLC with six years of industry experience. His prior work includes roles at Paychex and the Town of Webster Parks and Recreation Department. Outside of his advisory work, he has also worked as an Uber driver. Manning & Napier Advisors, LLC provides investment advisory services primarily to institutional clients and pooled vehicles, alongside managing discretionary separately managed accounts and offering non-discretionary advice to proprietary funds. The firm employs a team-based, strategy-specific investment process combining top-down macro analysis with bottom-up security selection and offers various retirement plan and wealth management services.

Michael Claiborne is a Series 65-credentialed advisor with 10 years of industry experience. He is affiliated with First Advisors National, LLC and has been retired since 2015. First Advisors National manages discretionary assets for individual clients, including high-net-worth households, providing investment management, third-party portfolio recommendations, and retirement plan consulting. The firm’s investment process focuses on selecting and monitoring third-party money managers, supplemented by fundamental analysis of individual securities.

Lucas Dancy Cabeal is a financial advisor with NWF Advisory Services Inc, holding Series 63 and Series 65 licenses and 18 years of industry experience. His prior roles include positions at OSAIC Wealth, Inc, The Ameriflex Group, DC Financial Strategies, Studio 9 Financial And Insurance Services, and Principal Life Insurance Company. He is also a member of a church finance committee. NWF Advisory Services manages approximately $6.4 billion in client assets and serves primarily individual and high-net-worth clients. The firm utilizes an open-architecture, technology-driven platform to provide portfolio management, financial planning, and retirement plan consulting services.

Darryl Amadio is a financial advisor at Brookwood Investment Group with a Series 65 designation and one year of experience at the firm. He has been associated with the Nashville Predators since 2013. Brookwood Investment Group is a multi-advisor registered investment adviser managing approximately $1.06 billion for over 3,100 clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services through tailored portfolios that include passive, active, tactical, and blended strategies.

Thomas Bernhardt is a CFA® charterholder with seven years of industry experience. He is currently an advisor at Beacon Global Advisor Network, LLC and previously worked at Chase Buchanan, Askia, and Torreycove Capital Partners LLC. Outside of his advisory roles, he is involved with Bernhardt Properties LLC and Camp LumberJack LLC. Beacon Global Advisor Network, LLC provides investment advisory and planning services primarily to individual clients through a network of about 60 independent advisors. The firm offers discretionary portfolio management, modular financial planning, and retirement consulting, with a focus on tailored client portfolios using mutual funds, ETFs, individual equities, fixed income, and third-party model managers.