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.

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.

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 Compass Advisory Partners, FSC Securities Corp, and his own CPA firm, Cannon, Clark, Holman & Associates, where he works as a tax preparer. Outside of advisory work, he owns Cannon Financial, which involves insurance sales. Csenge Advisory Group serves charitable organizations, corporations, business entities, and individual clients, including high-net-worth families. The firm offers asset management, financial planning, and corporate retirement plan consulting through a network of independent advisors, using a rigorous investment process that combines fundamental and technical analysis with a relative-strength methodology.

Michael Gray is a financial advisor with Csenge Advisory Group, LLC and holds a Series 66 designation. He has three years of industry experience, including roles at Integrity Alliance, Lion Street Financial, and Fidelis Financial Strategies. Outside of his advisory work, he serves as Board President for Hope Springs Clinic, a nonprofit providing urgent mental health care services. Csenge Advisory Group serves charitable organizations, corporations, business entities, and individual clients, including high-net-worth families. The firm offers asset management, financial planning, and retirement plan consulting, using a top-down investment process that combines fundamental and technical analysis to construct portfolios primarily with mutual funds and ETFs.

David Neate is a financial advisor with Mariner Advisor Network, holding a Series 66 designation and 24 years of industry experience. He has worked at LPL Financial since 2015 and is currently associated with Mariner Independent Advisor Network and Msec, LLC. Neate provides investment advisory services through his independent firm, Mariner Independent Advisor Network, LLC. Mariner Independent Advisor Network operates as an enterprise registered investment adviser with a decentralized network of Investment Adviser Representatives serving individuals, corporations, charitable organizations, trusts, estates, and retirement plans. The firm offers portfolio management, financial planning, access to model portfolios and third-party managers, and technology-enabled managed account programs, along with retirement plan consulting services including acting as a limited-scope 3(21) fiduciary.

Stephanie Flatt is a financial advisor with Csenge Advisory Group, LLC, holding a Series 66 designation and 19 years of industry experience. She has worked at multiple firms including Integrity Alliance, Lion Street Financial, Compass Advisory Partners, and Fsc Securities Corp. Outside of her advisory role, she is employed at Cannon, Clark, Holman & Associates, an accounting firm where she performs bookkeeping and tax return services. Csenge Advisory Group serves charitable organizations, corporations, and individual clients, including high-net-worth families, offering asset management, financial planning, and corporate retirement plan consulting. The firm employs a top-down investment process combining fundamental and technical analysis with relative-strength methodology, primarily utilizing mutual funds and ETFs in customized portfolios.

Anthony Wright is a Series 65 licensed advisor at Foundations Investment Advisors LLC with six years of industry experience. His prior roles include positions at Creekmur Asset Management, Retirement Specialty Group, and Optivise Advisory Services. He is also active as an insurance sales agent through Retirement Planners DBA. Foundations Investment Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, estates, retirement plans, registered investment companies, and businesses, employing model allocations and third-party sub-advisers in portfolio management.

Hugh Gebhardt is a Series 65 licensed financial advisor with Csenge Advisory Group, LLC, based in Cookeville, TN. He joined Csenge Advisory Group in 2026 and has prior experience at Elevate Financial Planning and Wealth Management, 21st Mortgage Corporation, and several other companies. Gebhardt is also involved with Wakefield Venture Group in investment advisory activities. Csenge Advisory Group serves charitable organizations, corporations, and individual clients including high-net-worth families, providing asset management, financial planning, and retirement plan consulting. The firm employs a top-down investment approach combining fundamental and technical analysis, using mutual funds and ETFs within model allocations tailored to client goals.

Winston Cannon is a financial advisor at Csenge Advisory Group, LLC with one year of industry experience. He holds the Series 66 designation and previously worked as a staff accountant for Bumble, a non-investment role. His prior work history also includes positions at Deloitte and various educational institutions. Csenge Advisory Group serves charitable organizations, corporations, and individual clients, including high-net-worth families, providing asset management, financial planning, and retirement plan consulting. The firm employs a top-down investment process combining fundamental and technical analysis to manage portfolios primarily composed of mutual funds and ETFs.

Michael Alexander is a financial advisor at Inspire Advisors, LLC with a Series 65 designation and one year of industry experience. Prior to joining Inspire Advisors, he worked at True Blue Realty and has served with the Alameda County Fire Department since 2018. Inspire Advisors, LLC is a multi-advisor registered investment adviser managing approximately $1.03 billion for around 3,800 clients, including individuals, institutions, and charitable organizations. The firm integrates Biblically Responsible Investing using proprietary tools and employs a variety of investment strategies, including index-based and tactical allocations, often through model portfolios and affiliated ETFs.

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.

Isabelle Alexander is a CFP® professional with 10 years of experience in financial advising, currently with Kestra Advisory since 2016. Her previous work includes roles at Signator Investors, Inc. and Transamerica Financial Advisors, Inc. She is also involved as the owner and salesperson of an insurance-focused firm, Big Picture Wealth, LLC. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients, offering services that include plan design, fiduciary consulting, and employee education. The firm manages approximately $79.8 billion in assets and serves large institutional investors, including sovereign wealth funds.

Andrea Burckhard is a financial advisor with Eagle Strategies (NY Life) based in Cookeville, TN, holding Series 63 and Series 65 licenses with 18 years of industry experience. She has been associated with New York Life and its affiliated entities since 2007 and operates Burckhard Financial Group, LLC. Outside of her advisory work, she serves in leadership and board roles for several community organizations, including the Friends of Library at Tennessee Tech University, Cookeville I.M.P.A.C.T. Inc., Plenty Advisory Board, and the Upper Cumberland Women’s Club of Tennessee. Eagle Strategies LLC is an SEC-registered investment adviser affiliated with New York Life, serving individual investors, high-net-worth households, and employer-sponsored retirement plans through a network of over 2,400 investment adviser representatives. The firm provides financial planning and retirement consulting services, utilizing third-party managers and tailored solutions primarily on a non-discretionary basis.

Eric Ragland is a CFP® and holds a Series 66 license, currently affiliated with Commonwealth Financial Network. He has four years of industry experience, including service in the United States Air Force from 2014 to 2021. He also spends a small portion of his time involved in fixed insurance sales. Commonwealth Financial Network is a registered investment adviser serving a national network of nearly 3,000 advisors and their clients. The firm offers a variety of advisory programs and support services, including discretionary model portfolios and customized investment solutions, while providing operational and compliance infrastructure to affiliated advisors.

Michelle Whiteaker is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and 27 years of industry experience. She has worked at Maple Cross Wealth Management and Commonwealth Financial Network since 2011. Outside of her advisory role, she performs bookkeeping duties for a private school. 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 services, including discretionary model portfolios and personalized investment solutions, while supporting advisors with operations, technology, compliance, and practice management.