David Neate

Caleb Rouse is a financial advisor at Cravens & Company Wealth Management in Cookeville, TN, holding a Series 65 designation with experience beginning in 2023. Prior to his advisory role, he worked in various positions including at Lowe's and Tennessee Tech University. Cravens & Company Wealth Management serves individuals, high-net-worth families, executives, healthcare and legal professionals, retirees, and business entities with services such as discretionary investment management, family office programs, and retirement plan fiduciary services. The firm emphasizes a collaborative, multi-generational approach integrating financial, tax, and estate planning alongside portfolio management.

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.

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.

R. Kirby is a financial advisor with RidgeBrooke Capital Management LLC, holding the ChFC® designation and Series 65 license, and has 14 years of industry experience. Prior to joining RidgeBrooke Capital Management in 2020, Kirby worked at Virtue Capital Management, LLC and Horter Investment Management. He serves on the Board of the International Foundation for Retirement Education. RidgeBrooke Capital Management LLC provides discretionary asset management and financial planning to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm employs a tailored investment approach that includes fundamental, technical, charting, and cyclical analysis, and offers active management of fixed indexed annuities alongside traditional portfolio management.

William Welch III is a financial advisor at Cravens & Company Wealth Management with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Cravens and Company Advisors LLC since 2009, along with prior roles at FSC Securities Corporation, Progressive Savings Bank, and Rains Agency Inc. 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, family office programs, fixed-income management, business consulting, and retirement plan fiduciary services, employing a collaborative approach that integrates financial, tax, and estate planning with portfolio management.