Ridge Capital Advisors, LLC

Kelly Kleinsasser is a financial advisor at Ridge Capital Advisors, LLC with 17 years of industry experience. She holds the ChFC® designation and Series 63 license. In addition to her advisory role, Kleinsasser is a partner and officer at Forward Strategies Insurance Brokerage, where she focuses on marketing life insurance and fixed annuities to agents nationwide. Ridge Capital Advisors provides discretionary investment management and retirement-plan consulting to individuals, high-net-worth households, and employer-sponsored plans. The firm employs a mix of fundamental, technical, and cyclical analysis, and offers ERISA retirement-plan services as well as educational seminars and workshops.

Conner Kleinsasser is a financial advisor at Ridge Capital Advisors, LLC with five years of industry experience. He holds a Series 65 designation and has worked with various insurance companies since 2020. Outside of finance, he is the owner and web designer of CK Design, a web design business he has operated since 2015. Ridge Capital Advisors provides discretionary investment management and retirement-plan consulting to individuals, high-net-worth households, and employer-sponsored retirement plans, using a combination of fundamental, technical, and cyclical analysis to manage portfolios. The firm also offers ERISA retirement-plan services and facilitates access to insurance products and third-party advisory programs through referral arrangements.

Mario Rodriguez is a financial advisor at Ridge Capital Advisors, LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Ridge Capital Advisors since 2017. In addition to his advisory role, he owns Net Worth Consulting, LLC, through which he is involved in insurance sales. Ridge Capital Advisors, LLC provides discretionary investment management and retirement-plan consulting to individuals, high-net-worth households, and employer-sponsored retirement plans. The firm uses a combination of fundamental, technical, and cyclical analysis to manage portfolios and offers educational seminars and workshops to the public.

Breckin Kleinsasser is a financial advisor at Ridge Capital Advisors, LLC with one year of industry experience. He holds a Series 65 designation and has worked at Ridge Capital Advisors since 2025. Kleinsasser is also involved as a sales manager in insurance agent recruiting and development at Forward Strategies Insurance Brokerage. Ridge Capital Advisors provides discretionary investment management and retirement-plan consulting to individuals, high-net-worth households, and employer-sponsored retirement plans. The firm employs a mix of fundamental, technical, and cyclical analysis in managing portfolios and offers ERISA retirement-plan services alongside educational seminars and newsletters.