Travis Wayne Giffey

Dominic Emord is a financial advisor at RidgeBrooke Capital Management LLC with a Series 65 credential and two years of industry experience. Prior to his current role, he worked at Oculus Imaging and has been involved with Passio Language Academy for several years. RidgeBrooke Capital Management LLC provides discretionary asset management and financial planning for individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm uses a combination of fundamental, technical, charting, and cyclical analysis to tailor investment strategies to client goals, and it offers active management of fixed indexed annuities alongside traditional portfolio management.

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.

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 has prior work experience with NYLIFE Securities LLC and New York Life. Outside of advising, he is involved with Auxilia Training LLC, where he has held a position since 2018. 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 tailors strategies using fundamental, technical, charting, and cyclical analysis and manages fixed indexed annuities with a fee-based approach, operating with full discretionary authority.

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 39 years of industry experience. He holds a Series 63 designation and has worked previously at FSC Securities Corporation and Progressive Savings Bank. Outside of advising, he is involved in managing a grocery-anchored retail development in Cookeville, TN, through his participation in related investment entities. Cravens & Company Wealth Management serves high-net-worth families, professionals, and business entities, offering a range of services including multi-generational financial planning, discretionary investment management, and qualified plan fiduciary services. The firm manages approximately $311 million in client assets and integrates financial, tax, and estate planning with advanced investment strategies.

R. Kirby is a financial advisor with RidgeBrooke Capital Management LLC, holding the ChFC® designation and a Series 65 license, with 14 years of industry experience. His prior experience includes roles at Virtue Capital Management, LLC and Horter Investment Management. He also serves on the Board of the International Foundation for Retirement Education. 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 tailored investment strategies using multiple analytical methods and manages fixed indexed annuities with full discretionary authority, distinguishing itself through its affiliation with an insurance business and active fee-based annuity management.