Mount Juliet, TN Office

Rukmini Sunkara is a financial advisor with Oasis Advisors, holding Series 65 and Series 63 licenses and seven years of industry experience. She has worked at firms including Ernst & Young and Primerica, and is currently also a registered representative of Cape Securities Inc. and an investment adviser representative with Terra Wealth Management. Oasis Advisors provides 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 long-term, fundamental approach that includes a range of investment instruments from traditional funds to private placements and cryptocurrency.

Seth Kelley is a financial advisor with Oasis Advisors, holding Series 65 and Series 63 licenses and bringing 26 years of industry experience. His prior roles include more than two decades at PFS Investments Inc., followed by positions at Purshe Kaplan Sterling Investments, CAPE Securities, and American Global Wealth Management. In addition to his advisory work, he is involved in insurance sales, dedicating about 10% of his time monthly to this activity. Oasis Advisors provides ongoing portfolio management, financial planning, and pension consulting to individuals, corporations, and retirement plans. The firm manages approximately $278 million for nearly 5,000 clients, employing a discretionary management style that incorporates fundamental analysis, modern portfolio theory, and a long-term trading approach across a broad range of traditional and alternative investment vehicles.

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.