Timothy Ellis Jr. is a CFP® and PFS™ with 11 years of industry experience, currently serving as an advisor at RBG Wealth Advisors LLC since 2022. He previously worked at Waddell & Associates for eight years. In addition to his financial advisory work, Ellis is a partner involved in tax preparation and compliance for Grace & James Kids, LLC, an e-commerce manufacturer and retailer of children's clothing. RBG Wealth Advisors LLC manages approximately $155 million for individuals, high-net-worth households, institutions, and retirement plans. The firm employs a multi-method investment approach and provides discretionary portfolio management, financial planning, and retirement plan consulting.

Gregory Davis is a CFP® with 12 years of industry experience and currently serves as an advisor at RBG Wealth Advisors LLC. His prior experience includes nine years at Century Wealth Management, LLC. Outside of his advisory role, he is involved with ARCO Collection Services LLC, where he participates in strategic planning and oversees operations and finances. RBG Wealth Advisors LLC provides discretionary portfolio management, financial planning, and retirement plan consulting to individuals, institutions, foundations, and pension plans. The firm employs diversified, long-term investment strategies using a range of securities and manages approximately $105 million in assets for 59 clients.

Lisa Shive is a financial advisor at RBG Wealth Advisors LLC with a Series 65 credential and three years of industry experience. Her prior roles include positions at Raymond James Financial Services Advisors, Inc., The Avenue Memphis, FCG Investment Company, Financial Consulting Group Investment Company, Mid Atlantic Capital Corp., and Nuveen Asset Management. RBG Wealth Advisors LLC provides discretionary portfolio management, financial planning, and retirement plan consulting to individuals, institutions, foundations, and pension plans. The firm employs diversified investment strategies incorporating modern portfolio theory, quantitative and technical analysis, and fundamental research, managing approximately $105 million in assets for 59 clients.

Matthew Sullivan is a financial advisor at RBG Wealth Advisors LLC with a Series 65 credential and one year of industry experience. Prior to joining RBG Wealth Advisors, he worked at Reynolds, Bone & Griesbeck PLC for five years and has experience in retail and food service industries. RBG Wealth Advisors LLC manages approximately $154.8 million for about 72 clients, including high-net-worth individuals, institutions, and retirement plans. The firm employs a blend of fundamental, quantitative, technical, and cyclical analysis along with modern portfolio theory, focusing on long-term trading aligned with client-specific Investment Policy Statements.