Tyler Brown is a CFP® with 19 years of industry experience, currently serving as a financial advisor at RFG Advisory, LLC since 2025. Prior to joining RFG Advisory, he worked at Financial Engines Advisors L.L.C., Fisher Investments, and Fidelity Brokerage Services LLC. RFG Advisory is a multi-team registered investment adviser managing approximately $8 billion for over 17,000 clients, including individuals, high-net-worth households, trusts, retirement plans, and institutional accounts. The firm employs a combination of actively managed and passive strategies, direct indexing, and tax-aware approaches, and is notable for its role as sub-adviser to the Bluemonte family of ETFs and its services to state and municipal clients.

John Siuda is the founder and wealth advisor at Afia Wealth Management, a fee-based fiduciary practice based in Westlake, Ohio, and affiliated with RFG Advisory as its supervising RIA. Afia Wealth Management serves pre-retirees, business owners, executives, and high earners, offering investment management, retirement planning, tax strategy, and estate planning within a single, coordinated approach. The practice places particular emphasis on business owners preparing for an exit, helping them navigate capital gains exposure, tax-efficient sale strategies, and the transition from operating a business to living on its proceeds. As a fiduciary, Siuda builds plans designed around each client's goals rather than around product sales.

Kevin Harper is a CFP® with 29 years of experience in the financial industry, currently serving at RFG Advisory, LLC since 2015. He has prior experience with Private Client Services and LPL Financial. Outside of advisory work, he is a co-owner of LHP Capital LLC, which manages commercial real estate. RFG Advisory is a multi-team registered investment adviser with approximately 178 advisors managing about $8 billion for over 17,000 clients, including individuals, high-net-worth households, trusts, retirement plans, and institutional accounts. The firm employs a mix of actively managed and passive strategies, direct indexing, and tax-aware approaches, and is notable for its sub-advisory role with the Bluemonte family of ETFs.

Aaron Laranetto is a financial advisor at RFG Advisory, LLC with seven years of industry experience. He holds a Series 66 designation and has previously worked at American Portfolios Advisors, Fidelity Brokerage Services, and AXA Advisors. Laranetto is also involved with SixPoint Financial Partners, an investment advisory firm operating as a DBA. RFG Advisory is a multi-team registered investment adviser with approximately 179 advisors managing around $8 billion for over 17,000 clients. The firm offers portfolio management, financial planning, retirement plan consulting, and access to various investment strategies, including actively managed and passive models, alternative investments, and annuity management.

David Pulcini Jr. is a CFP® professional with 22 years of industry experience, currently serving as an advisor at RFG Advisory, LLC and its dba Sixpoint Financial Partners since 2022. His prior experience includes roles at American Portfolios Advisors, Inc. and Axa Advisors, LLC. Outside of his advisory work, he owns a consulting business focused on branding and marketing. RFG Advisory is a multi-team registered investment adviser with approximately 178 advisors managing around $8 billion for over 17,000 clients, including individuals, high-net-worth households, trusts, retirement plans, and institutional accounts. The firm employs a mix of actively managed and passive strategies, direct indexing, and tax-aware approaches, and offers access to proprietary models, alternative investments, and annuity management.

Patrick Dotts is a Series 65 licensed advisor at RFG Advisory, LLC with over 14 years of industry experience. He previously worked at Soliant for 13 years and rejoined RFG Advisory in 2026. RFG Advisory is a multi-team registered investment adviser with approximately 179 advisors managing around $8 billion for more than 17,000 clients. The firm offers a range of services including portfolio management, financial planning, and access to alternative investments, employing both actively managed and passive strategies with an emphasis on risk management.

Cassidy O'Brien is a financial advisor at RFG Advisory, LLC with six years of industry experience. He holds the Series 65 designation and has previously worked with BOSS Retirement Advisors, LLC, BOSS Retirement Solutions, LLC, Vista Treatment Center, and Universal Business Insurance. RFG Advisory is a multi-team registered investment adviser managing approximately $8 billion for over 17,000 clients, including individuals, high-net-worth households, trusts, retirement plans, and institutional accounts. The firm combines actively managed and passive strategies, direct indexing, and tax-aware approaches to portfolio management, and serves a diverse client base with offerings that include alternative investments and annuity management.

Chris Abeyta is a financial advisor with RFG Advisory, LLC, holding a Series 65 designation and 11 years of industry experience. He has previously worked at Accelerated Wealth Advisors LLC and Accelerated Wealth, LLC. Abeyta is also president of High Trust Financial & Consulting Inc., a holding company for financial assets. RFG Advisory is a multi-team registered investment adviser with approximately 178 advisors managing about $8 billion for over 17,000 clients. The firm offers portfolio management, financial planning, retirement plan consulting, and access to a variety of investment strategies, including actively managed and passive models, alternative investments, and annuity management.

Uriel Castillo is a financial advisor at RFG Advisory, LLC with four years of industry experience. He holds a Series 66 designation and has worked at firms including Bank of America, Merrill, and Fifth Third Bank. Castillo is also associated with Four Seasons Wealth Management in a financial planning capacity. RFG Advisory is a multi-team registered investment adviser managing approximately $8 billion for over 17,000 clients, including individuals, high-net-worth households, trusts, retirement plans, and institutional accounts. The firm offers portfolio management, financial planning, retirement plan consulting, and access to a range of investment strategies including actively managed and passive models, direct indexing, and alternative investments.

Brian Swilling is a financial advisor with RFG Advisory, LLC, based in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has been associated with RFG Advisory and its affiliated Navipath Wealth platform since 2017. Swilling is involved with the Belk College of Business Alumni Council at UNC Charlotte and the Charlotte Area Alumni Council of Pi Kappa Phi. RFG Advisory is a multi-team registered investment adviser with approximately 178 advisors managing around $8 billion for individuals, high-net-worth households, trusts, retirement plans, and institutional accounts. The firm employs a combination of actively managed and passive strategies, including tax-aware approaches, and offers a range of services such as portfolio management, financial planning, and alternative investments.

Heath Randall is a financial advisor at RFG Advisory, LLC with nine years of industry experience. He holds Series 63 and Series 66 licenses. His prior experience includes roles at First Command Advisory Services, First Command Brokerage Services, and TD Ameritrade. RFG Advisory is a multi-team registered investment adviser with approximately 178 advisors managing around $8 billion for over 17,000 clients. The firm offers portfolio management, financial planning, retirement plan consulting, and access to alternative investments, typically managing assets through a combination of actively managed and passive strategies with an emphasis on risk management.

Donica Masterson Ruano is a financial advisor with RFG Advisory, LLC in The Woodlands, TX, holding Series 63 and Series 65 credentials and nine years of industry experience. Her work history includes roles at Merrill, Waterway Wealth Management, and Brinker Capital Securities. Outside of advisory work, she is a partner at Orion Security Logistics Group, a security services consulting firm. RFG Advisory is a multi-team registered investment adviser with approximately 178 advisors managing around $8 billion for over 17,000 clients. The firm serves individuals, high-net-worth households, trusts, retirement plans, and institutional accounts, employing a blend of actively managed and passive strategies, direct indexing, and tax-aware approaches with a focus on risk management.

Derek Lavery is a financial advisor with RFG Advisory, LLC, holding Series 63 and Series 65 credentials and 23 years of industry experience. He previously worked at Equitable Advisors and Axa Advisors, LLC. He also serves as an administrator or trustee for family and non-family estates and trusts. RFG Advisory is a multi-team registered investment adviser with approximately 179 advisors managing around $8 billion for more than 17,000 clients, including individuals, high-net-worth households, trusts, retirement plans, and institutional accounts. The firm offers portfolio management, financial planning, retirement plan consulting, and access to proprietary and third-party model strategies, with an emphasis on risk-managed, tax-aware investment approaches.

Michael Stalka is a financial advisor at RFG Advisory, LLC with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Larson Financial Group and LPL Financial. He is also CEO and wealth advisor at Four Seasons Wealth Management, a financial planning firm. RFG Advisory is a multi-team registered investment adviser with approximately 178 advisors managing around $8 billion for more than 17,000 clients. The firm serves individuals, high-net-worth households, trusts, retirement plans, and institutional accounts, employing a mix of active and passive strategies with a focus on risk management and offering access to alternative investments and proprietary model strategies.

Muhammad Dahnoun is a financial advisor at RFG Advisory, LLC, holding a Series 65 designation with one year of industry experience. Prior to joining RFG Advisory, he worked at John Deere and has an academic affiliation with North Carolina State University. RFG Advisory is a multi-team registered investment adviser with approximately 178 advisors managing about $8 billion for more than 17,000 clients. The firm serves individuals, high-net-worth households, trusts, retirement plans, and institutional accounts using a mix of actively managed and passive strategies, tax-aware approaches, and alternative investments.

John Gallia is a CFP® with 21 years of industry experience and currently serves RFG Advisory, LLC. He has been with RFG Advisory since 2014 and previously worked at LPL Financial from 2014 to 2018. In addition to his advisory role, Gallia teaches college-level business courses as an adjunct professor at Maryville University. RFG Advisory is a multi-team registered investment adviser with approximately 178 advisors managing around $8 billion for more than 17,000 clients, including individuals, high-net-worth households, trusts, retirement plans, and institutional accounts. The firm employs a combination of actively managed and passive ETF/mutual fund models, direct indexing, and tax-aware strategies, and serves a diverse client base with portfolio management, financial planning, retirement consulting, and alternative investment access.

Ibraheem Ahmad Amin is a financial advisor at RFG Advisory, LLC with one year of industry experience. He previously worked at Crescent Private Wealth and Edward Jones, and has held roles outside of finance in the construction industry and at Anwar Al-Quds. RFG Advisory is a multi-team registered investment adviser with approximately 178 advisors managing about $8 billion for over 17,000 clients. The firm offers portfolio management, financial planning, retirement plan consulting, and access to various investment strategies including actively managed and passive models, alternative investments, and annuity management.

William King is a CFP® professional at RFG Advisory, LLC with six years of industry experience. He previously worked at Cetera Advisor Networks, Voya Financial Advisors, and Northwestern Mutual. King serves as Treasurer on the Board of Directors for Patriot Equity Credit Union. RFG Advisory is a multi-team registered investment adviser with approximately 178 advisors managing around $8 billion for more than 17,000 clients, including individuals, high-net-worth households, trusts, retirement plans, and institutional accounts. The firm offers portfolio management, financial planning, retirement plan consulting, and access to a range of investment strategies, combining active and passive management with tax-aware approaches and alternative investments.

Caroline Ryals is a financial advisor at RFG Advisory, LLC with four years of industry experience. She holds the Series 66 designation and has worked at RFG Advisory since 2018, including her current role starting in 2021. Her background includes positions with Private Client Services and involvement with the Alabama Panhellenic Association. RFG Advisory is a multi-team registered investment adviser with approximately 179 advisors managing around $8 billion for over 17,000 clients. The firm serves a range of clients including individuals, high-net-worth households, trusts, retirement plans, and institutional accounts, offering portfolio management, financial planning, retirement consulting, and access to both proprietary and third-party investment strategies.

Brock Eson is a financial advisor at RFG Advisory, LLC with 19 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at firms including Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and Metlife Securities Inc. In addition to his advisory role, he engages in insurance sales and policy evaluation through Crump. RFG Advisory is a multi-team registered investment adviser with approximately 178 advisors managing around $8 billion for over 17,000 clients. The firm serves individuals, high-net-worth households, trusts, retirement plans, and institutional accounts, offering portfolio management, financial planning, and access to various investment strategies including alternative investments and annuity management.