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Dominic E

Series 65

Cookeville, TN

Ridgebrooke Capital Management LLC

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.

Annuities Retirement income strategy Wealth management Tax-loss harvesting General estate planning guidance
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Caleb R

Series 65

Cookeville, TN

Cravens & Company Wealth 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.

Wealth management Business exit / sale strategy Retirement income strategy General estate planning guidance Cash flow / budgeting Executive Doctor or Medical Professional Attorney Retired Established Professionals Retired
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Travis G

Series 66

Cookville, TN

Compass Advisory Partners LLC

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.

Business succession planning
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Richard H

Series 63, Series 65

Cookeville, TN

Ridgebrooke Capital Management LLC

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.

Annuities Retirement income strategy Wealth management Tax-loss harvesting General estate planning guidance
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David S

CFP®, Series 66

Cookeville, TN

Compass Advisory Partners LLC

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.

Business succession planning
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Wayne C

Series 63

Cookeville, TN

Cravens & Company Wealth Management

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.

Wealth management Business exit / sale strategy Retirement income strategy General estate planning guidance Cash flow / budgeting Executive Doctor or Medical Professional Attorney Retired Established Professionals Retired
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R. K

ChFC®, Series 65

Cookeville, TN

Ridgebrooke Capital Management LLC

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.

Annuities Retirement income strategy Wealth management Tax-loss harvesting General estate planning guidance
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William W

Series 63, Series 65

Cookeville, TN

Southland Equity Partners, LLC.

William Welch III is a financial advisor at Southland Equity Partners, LLC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including UBS Financial Services, FSC Securities Corporation, and Cravens and Company Advisors LLC. Southland Equity Partners advises individuals, pension and profit-sharing plans, and businesses, offering financial planning, asset management, portfolio manager selection, and retirement plan consulting. The firm uses a combination of fundamental and technical analysis to create customized portfolios and manages nearly $900 million in discretionary assets.

Wealth management General tax planning
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Jason M

Series 66

Cookeville, TN

Creative Financial Designs, Inc.

Jason Murphy is a financial advisor with Creative Financial Designs, Inc. He holds the Series 66 designation and has 11 years of industry experience. His work history includes roles at CFD Investments, Diamond Financial Group, and Creative Financial Designs since 2014. Outside of finance, he is active as a professional juggler and magician and also maintains a beekeeping activity. Creative Financial Designs serves individual, charitable, corporate, and retirement plan clients through discretionary and non-discretionary investment management and comprehensive financial planning. The firm utilizes asset-class model allocations informed by third-party research, offers a range of investment strategies including Biblical Responsible Investing, and provides flexible billing arrangements alongside a family of affiliated financial services.

ESG / Sustainable investing Options & derivatives strategies Religious/faith focused
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Daryl P

Series 63, Series 65

Cookeville, TN

Creative Financial Designs, Inc.

Daryl Phillips is a financial advisor at Creative Financial Designs, Inc. with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Creative Financial Designs since 2017, alongside prior roles at Diamond Financial Group and CFD Investments, Inc. Phillips is also an independent insurance agent specializing in life insurance and annuities. Creative Financial Designs serves individual, charitable, corporate, and retirement plan clients through discretionary and non-discretionary investment management and comprehensive financial planning. The firm’s investment approach includes asset-class model allocations informed by third-party research and offers a range of strategies from passive to tactical management, including Biblical Responsible Investing options.

ESG / Sustainable investing Options & derivatives strategies Religious/faith focused
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James C

Series 63, Series 65

Cookeville, TN

Csenge Advisory Group, LLC

James Cannon is a financial advisor with Csenge Advisory Group, LLC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His career includes roles at Integrity Alliance, Lion Street Financial, Compass Advisory Partners, and FSC Securities Corp, along with long-term involvement in his own CPA firm, Cannon, Clark, Holman & Associates. Cannon also owns an insurance sales business. Csenge Advisory Group offers investment advisory and retirement-plan consulting to individuals, high net worth clients, charities, and corporate/business clients. The firm’s investment approach integrates fundamental and technical analysis with a relative strength methodology and a top-down market, sector, manager, and risk evaluation process.

Founder/Business Owner Retired Approaching retirement
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Michael G

CFP®, Series 66

Cookeville, TN

Creative Financial Designs, Inc.

Michael Gray is a CFP® and Series 66-registered financial advisor with three years of industry experience. He is currently with Creative Financial Designs, Inc. and previously worked at several firms including Fidelity Financial Strategies and Lion Street Financial. Gray serves as Board President of the Hope Springs Clinic, a nonprofit providing mental health care services in his community. Creative Financial Designs serves individual, corporate, and institutional clients, offering discretionary and non-discretionary investment management alongside financial planning and consulting. The firm employs model-based asset allocations across varied risk profiles and supports Biblically Responsible Investing strategies.

ESG / Sustainable investing Options & derivatives strategies Religious/faith focused
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Chris W

Series 66

Cookeville, TN

Csenge Advisory Group, LLC

Chris Wakefield is a Series 66-licensed financial advisor at Csenge Advisory Group, LLC with 13 years of industry experience. He previously worked at Compass Advisory Partners and FSC Securities Corporation. Outside of his advisory work, Wakefield serves as a board member for Kids Putnam, an organization supporting families with children who have developmental delays. Csenge Advisory Group provides investment advisory and retirement-plan consulting services to individuals, high net worth clients, charities, and corporate clients. The firm uses a combined fundamental and technical investment approach focused on relative strength and a top-down market analysis, offering customized portfolios through discretionary management or model-based allocations.

Founder/Business Owner Retired Approaching retirement
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Stephanie F

Series 66

Cookeville, TN

Csenge Advisory Group, LLC

Stephanie Flatt is a financial advisor with Csenge Advisory Group, LLC and holds a Series 66 designation. She has 19 years of industry experience and has worked at firms including Compass Advisory Partners LLC and Lion Street Financial. Outside of advisory work, she is employed at an accounting firm where she provides bookkeeping and tax return services. Csenge Advisory Group offers investment advisory and retirement-plan consulting to individuals, high net worth clients, charities, and corporate clients. The firm uses a combined fundamental and technical analysis investment approach with a focus on relative strength and a structured market, sector, manager, and risk evaluation process.

Founder/Business Owner Retired Approaching retirement
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Pamela F

Series 66

Cookeville, TN

Csenge Advisory Group, LLC

Pamela Fitzpatrick is a Series 66-licensed financial advisor with 14 years of industry experience. She is currently associated with Csenge Advisory Group, LLC and has prior experience at Lion Street Financial, Compass Advisory Partners, FSC Securities Corporation, and Raymond James Financial Services. Pamela holds a power of attorney position for her mother. Csenge Advisory Group provides investment advisory and retirement-plan consulting to individuals, high net worth clients, charities, and corporate/business clients. The firm employs a combination of fundamental and technical analysis with a relative strength methodology and a top-down investment approach, offering customized portfolio management through discretionary and model-based allocations.

Founder/Business Owner Retired Approaching retirement
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Hugh G

Series 65

Cookeville, TN

Csenge Advisory Group, LLC

Hugh Gebhardt is a Series 65 licensed financial advisor at Csenge Advisory Group, LLC with one year of industry experience. He previously worked at Elevate Financial Planning and Wealth Management and 21st Mortgage Corporation, among other roles. Outside of his advisory work, he is also employed by Wakefield Venture Group, an investment-related business. Csenge Advisory Group provides investment advisory and retirement-plan consulting services to individuals, high net worth clients, charities, and businesses. The firm uses a combination of fundamental and technical analysis with a focus on relative strength methodology and a top-down investment approach, offering customized portfolios through discretionary management or model-based allocations.

Founder/Business Owner Retired Approaching retirement
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Michael A

Series 65

Cookeville, TN

Inspire Advisors, LLC

Michael Alexander is a financial advisor with Inspire Advisors, LLC in Cookeville, Tennessee. He holds a Series 65 designation and has professional experience spanning roles in emergency services, including eight years with the Alameda County Fire Department and earlier work with Paramedics Plus. Outside of financial advising, he is also involved with True Blue Realty. Inspire Advisors, LLC manages approximately $1.33 billion in discretionary client assets and serves individuals, high-net-worth clients, institutions, charitable organizations, broker-dealers, and other advisers. The firm incorporates Biblically Responsible Investing using proprietary tools and employs diverse analytical methods to construct portfolios, frequently utilizing sub-advisors and proprietary ETFs within discretionary authority.

ESG / Sustainable investing
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Bennett J

Series 63, Series 65

Cookeville, TN

Commonwealth Financial Network

Bennett Jared is a financial advisor with Commonwealth Financial Network in Cookeville, TN, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been the owner of MapleCross Wealth Management, LLC since 2011, operating in securities, advisory, and insurance services. Outside of his advisory work, he manages Buffalo Valley Farms, LLC, a personal farming equipment and property business. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm provides a range of advisory programs and operational support, including discretionary model portfolios managed by its Investment Management and Research team.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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David N

Series 66

Cookeville, TN

First Command Advisory Services

David Neate is a financial advisor with First Command Advisory Services in Cookeville, TN, holding a Series 66 credential and 25 years of industry experience. His prior experience includes more than a decade at LPL Financial and involvement with Mariner Independent Advisor Network, where he provides investment advisory services. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, delivering investment management through a centralized team that selects and monitors model portfolios and third-party managers.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals
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Isabelle A

CFP®, Series 66

Cookeville, TN

Kestra Advisory

Isabelle Alexander is a Certified Financial Planner (CFP®) with 11 years of industry experience. She has been with Kestra Advisory since 2016 and is also active as an Investment Advisor Representative with Dudum Financial & Insurance Services Inc. Additionally, she owns Big Picture Wealth, LLC, an insurance sales company serving her personal clients. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, including plan sponsors. The firm offers fiduciary services, plan-level investment advice, and access to multiple management platforms, serving a diverse client base that includes large institutional investors and sovereign wealth funds.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Annuities Wealth management Founder/Business Owner Executive
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