David Earl Neate

Dominic Emord is a financial advisor at RidgeBrooke Capital Management LLC with Series 65 credentials and two years of industry experience. Prior to joining RidgeBrooke, he worked at Oculus Imaging and has been involved with Passio Language Academy since 2020. RidgeBrooke Capital Management LLC provides discretionary asset management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm employs a range of investment analyses and both long- and short-term approaches, with a notable focus on fee-based management of fixed indexed annuities.

Caleb Rouse is a financial advisor at Cravens & Company Wealth Management in Cookeville, TN. He holds a Series 65 designation and has been with the firm since 2023. Prior to joining Cravens & Company, he has experience working in retail at Lowe's and has held roles in landscaping and education. Cravens & Company Wealth Management serves high-net-worth families, executives, healthcare and legal professionals, and retirees, offering a range of services including private client, family office, fixed-income, and business consulting. The firm emphasizes a holistic, multi-generational planning approach combined with discretionary investment management and Qualified Plan Fiduciary Services.

Travis Giffey is a financial advisor with Compass Advisory Partners LLC, holding a Series 66 designation and over 20 years of industry experience. He has worked at firms including FSC Securities Corporation and Lion Street Financial, and has been with Compass Advisory Partners since 2012. Outside of his advisory role, he owns and operates agricultural businesses focused on cattle farming. Compass Advisory Partners provides financial planning and consulting services to individuals, corporations, charitable organizations, trusts, and estates. The firm offers written financial plans and consultations without discretionary portfolio management, focusing on retirement, cash flow, insurance, estate, and business succession planning through an hourly fee model.

Richard Hofmann Warner is a financial advisor at RidgeBrooke Capital Management LLC with one year of industry experience. He holds Series 63 and Series 65 licenses and previously worked at NYLIFE Securities LLC and New York Life. Outside of advisory roles, he is involved with Auxilia Training LLC. RidgeBrooke Capital Management LLC provides discretionary asset management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm employs a range of investment analyses and strategies tailored to client goals, and is noted for its integration of fixed indexed annuity management alongside traditional portfolio services.

David Stites is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Compass Advisory Partners LLC. He has held advisory roles at Integrity Alliance, Csenge Advisory Group, and Lion Street Financial, among others. Stites is also involved with Fidelis Financial Strategies, where he sells life, health, and annuity contracts as part of the financial planning process. Compass Advisory Partners provides financial planning and consulting services to individuals, corporations, charitable organizations, trusts, and estates. The firm focuses on delivering written financial plans and consultations without discretionary portfolio management, emphasizing client implementation through custodians of their choice.

Wayne Cravens is a financial advisor at Cravens & Company Wealth Management with 38 years of industry experience. He holds a Series 63 designation and has worked at firms including Osaic Wealth, Inc., Progressive Savings Bank, and FSC Securities Corporation. Outside of advisory work, he is involved in managing a grocery-anchored retail development through his role with 10th Street Capital Partners, LLC. Cravens & Company Wealth Management serves individuals, high-net-worth families, executives, healthcare and legal professionals, retirees, and business entities. The firm offers discretionary investment management, private client and family office programs, and fiduciary services, utilizing a collaborative multi-generational approach that integrates financial, tax, and estate planning with portfolio management.