Carl Campbell

William Smith is a financial advisor with RFG Advisory, LLC, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has worked with multiple firms, including Arbor Point Advisors and Securities America Advisors. In addition to his advisory role, he manages E. Thomas & Associates Inc., which provides tax planning, business start-up services, and related accounting services. RFG Advisory serves a diverse client base, including individual and high-net-worth investors, retirement plans, and institutional clients such as investment companies and government entities. The firm offers primarily discretionary portfolio management and financial planning, utilizing model strategies, third-party platforms, and proprietary ETFs, while also providing access to alternative investments and retirement technologies.

James Keith is a financial advisor at RFG Advisory, LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Arbor Point Advisors and Securities America, Inc. Keith also owns ETA Investments, a business engaged in advisory and insurance activities. RFG Advisory provides investment advisory and planning services to a diverse client base, including individual and high-net-worth investors, retirement plans, and institutional clients such as investment companies and government entities. The firm offers discretionary portfolio management and employs various model strategies and third-party platforms, including serving as sub-adviser to multiple Bluemonte ETFs.

James Smith is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 24 years of industry experience. His prior roles include positions at Edward Jones, PNC Investments, and Fidelity. Outside of advising, he is involved in farming through MLS Farms. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a broad range of advisory and brokerage services to individuals, institutions, and retirement plan participants. The firm provides access to various investment strategies and platforms, supported by technology tools for operational and research purposes.

Clifford Brown is a financial advisor with Charles Schwab in Butler, KY, holding Series 63 and Series 66 licenses and 18 years of industry experience. He previously worked at Fidelity Investments and Fidelity Personal and Workplace Advisors for a total of 14 years before joining Schwab in 2021. Outside of advising, he owns Prime Vibes Meditation, where he teaches meditation classes and produces related content, and serves as a brand ambassador for Raw Nutrition. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary advisory services and access to affiliated discretionary managed accounts. The firm is notable for its scale, integrated service model, and multi-asset investment approach.

Scott Davis is a financial advisor at Fidelity with 15 years of industry experience. He holds Series 63 and Series 66 licenses and is based in Covington, KY. Davis has been with Fidelity Investments since 2004. Fidelity's Strategic Advisers LLC, where Davis works, offers investment management and advisory services to retail and institutional clients, including charitable and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and deliver model strategies.

Luke Banks is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 licenses and six years of industry experience. His prior roles include positions at Wells Fargo Bank, LPL Financial, and Infinex Investments. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based analyses and written recommendations on a range of financial planning topics, with planning services delivered separately from managed accounts under a consolidated billing option.