John Taylor III is a CFP® credentialed financial advisor with 44 years of industry experience, currently serving at RFG Advisory, LLC. He previously worked for Independent Financial Group LLC for 12 years and has been with RFG Advisory and its dba Cambium Wealth Partners since 2025. Taylor is involved in Rotary International as a member and program chairman and serves on the board of the Health Works Foundation in Camp Verde, AZ. RFG Advisory is a multi-team registered investment adviser with approximately 178 advisors managing about $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, direct indexing, and tax-aware approaches with a focus on risk management, and it also serves investment companies, state and municipal clients, and supports advisors with insurance and alternative investment offerings.

Ryan Conley is a CFP® with 21 years of industry experience, currently serving as a financial advisor at RFG Advisory, LLC since 2018. Prior to joining RFG Advisory, he worked at U.S. Bancorp Investments, Inc. for five years. RFG Advisory is a multi-team registered investment adviser with approximately 178 advisors managing about $8 billion for more than 17,000 clients, including individuals, high-net-worth households, trusts, retirement plans, and institutional accounts. The firm employs both actively managed and passive investment strategies with a focus on risk management and offers services such as portfolio management, financial planning, and retirement plan consulting.

Dustin West is a financial advisor at RFG Advisory, LLC with 11 years of industry experience. He holds a Series 65 designation and has worked with Accelerated Wealth Advisors LLC and Accelerated Wealth, LLC prior to joining RFG Advisory. Outside of his advisory role, West is the president of YOUnify Financial LLC and an insurance agent with Triad Partners, a traditional insurance agency. RFG Advisory is a multi-team registered investment adviser serving 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 investment strategies, offering portfolio management, financial planning, and access to alternative investments and proprietary model strategies.

Mackenzie Bekeza is a CFP® with nine years of experience in the financial advisory industry. She currently works at RFG Advisory, LLC and has previously been affiliated with firms including Accelerated Wealth, LLC and Cascade Financial Management, Inc. Outside of her advisory work, she is involved with the nonprofit Reaching the Stars Center for Autism, Inc. RFG Advisory is a multi-team registered investment adviser serving over 17,000 clients with approximately $8 billion in assets under management. The firm offers portfolio management, financial planning, retirement plan consulting, and access to alternative investments through both proprietary and third-party strategies, managing assets on a discretionary basis with a mix of active, passive, and tax-aware approaches.

Chad Kasper is a financial advisor with RFG Advisory, LLC, holding Series 63 and Series 65 credentials and bringing 19 years of industry experience. His prior roles include positions at Edelman Financial Engines and Financial Engines Advisors L.L.C. He is currently affiliated with RFG Advisory through his work with Kasper Wealth Management. RFG Advisory is a multi-team registered investment adviser serving over 17,000 clients with approximately $8 billion in assets under management. The firm offers portfolio management, financial planning, retirement plan consulting, and access to a variety of model strategies and alternative investments, employing both active and passive approaches with a focus on risk management.

Sarah Babcock is a financial advisor at RFG Advisory, LLC with eight years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at Carlos Perez and Equitable Advisors. Before entering the financial industry, she was involved in the salon business. 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, alternative investments, and annuity management, utilizing both actively managed and passive strategies with a focus on risk management.

Paul Wankmueller is a financial advisor at RFG Advisory, LLC with two years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Martin Fund Management and Blue Line Futures. 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, and retirement plan consulting using a combination of actively managed and passive strategies, direct indexing, and tax-aware approaches.

Markell Bryant is a CFP® and Series 66 license holder with 10 years of industry experience. He currently works at RFG Advisory, LLC and previously spent a decade at Edward Jones. 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, offering portfolio management, financial planning, retirement plan consulting, and access to various investment strategies including alternative investments and annuity management.

Aubrey Gibbs is a financial advisor at RFG Advisory, LLC with five years of industry experience. He holds Series 63 and Series 65 licenses and previously worked with Silver Oak Securities Inc and the Dawson County Board of Education. Outside of investing, he consults on education through Beacon Services Group, LLC, assisting school districts in Georgia. 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 variety of investment strategies, including active and passive models, direct indexing, and tax-aware approaches, with a focus on risk management and offers services such as portfolio management, financial planning, and retirement plan consulting.

Steven Spaeth is a CFP®-designated financial advisor with over 31 years of industry experience. He is currently with RFG Advisory, LLC and has held positions at Morgan Stanley, Morgan Stanley Private Bank, Bank of America, and Merrill. In addition to his advisory role, he is involved with River Oak Asset Advisory as an owner, financial advisor, and insurance agent. 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 mix of actively managed and passive strategies, direct indexing, and tax-aware approaches with a focus on risk management.

Amy Powell is a CFA® charterholder with 11 years of industry experience. She is currently with RFG Advisory, LLC and has previously worked at Corient Services LLC, CIPW Service Company, LLC, Corient, and CI Doyle Private Wealth, LLC. RFG Advisory is a multi-team registered investment adviser with approximately 178 advisors managing around $8 billion for over 17,000 clients. The firm provides portfolio management, financial planning, retirement plan consulting, and access to a range of model strategies and alternative investments, operating both proprietary and third-party platforms.

David Fennell is a financial advisor with RFG Advisory, LLC holding Series 63 and Series 65 credentials and 18 years of industry experience. He has worked with Financial Engines Advisors L.L.C. and Tmfs Advisors, LLC prior to his current role. 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, offering portfolio management, financial planning, retirement consulting, and access to alternative investments and annuity management.

Christine Wedell is a CFP® professional with 20 years of experience in the financial services industry. She is currently with RFG Advisory, LLC and has held prior roles at Saxony Capital Management and LPL Financial. Wedell also operates Volare Wealth Advisors as a DBA under RFG Advisory. 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 offers a range of services including portfolio management, financial planning, and retirement plan consulting, utilizing both active and passive investment strategies along with alternative investments and annuity management.

Alison Castellano is a financial advisor at RFG Advisory, LLC with four years of industry experience. She holds a Series 66 designation and previously worked in education with Vestavia Hills and Hoover City Schools, as well as experience at LULULEMON. 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 with a focus on risk management and also serves as sub-adviser to the Bluemonte family of ETFs.

Stephen Carney is a financial advisor with RFG Advisory, LLC in Shreveport, LA, holding the ChFC® designation and Series 66 license. He has 27 years of industry experience, including roles at Private Client Services since 2018 and LPL Financial from 2015 to 2018. 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 provides portfolio management, financial planning, retirement plan consulting, and access to third-party and proprietary model strategies, offering both actively managed and passive investment approaches.

Wesley Miller is a financial advisor with RFG Advisory, LLC, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. His prior roles include multiple positions at Northwestern Mutual and Private Client Services. He is also active as an insurance agent with several brokerage firms. 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 blend of actively managed and passive strategies, direct indexing, and tax-aware approaches, offering portfolio management, financial planning, and alternative investments.

Michael Damon is an investment adviser representative with RFG Advisory, LLC and holds Series 63 and Series 66 credentials. He has 30 years of industry experience, including roles at Lincoln Investment and his own CPA firm, Damon Diodati, Inc., where he provides accounting and tax services. Damon also serves as treasurer and board member of the River Point Homeowners Association in Pembroke, Massachusetts. 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 proprietary and third-party investment strategies, typically managing assets on a discretionary basis with a mix of active and passive models and tax-aware approaches.

Richard Ohlrich is a financial advisor with RFG Advisory, LLC, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He has worked at several firms including Private Client Services, LLC, American Group Center For Wealth Planning, and LPL Financial. Outside of his advisory role, he is also an insurance agent affiliated with Crump Insurance, offering life and health insurance products. 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 mix of actively managed and passive strategies, direct indexing, and tax-aware approaches, while offering access to proprietary and third-party investment models as well as alternative investments.

Liam Schmidt is a Series 65-registered advisor at RFG Advisory, LLC with one year of industry experience. Prior to joining RFG Advisory, he worked in various roles including at Greg Normans Australian Grille and Trump National Golf Course, and operated a lawn care business. He attended Coastal Carolina University and has experience as a student through 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 portfolio management, financial planning, retirement plan consulting, access to model strategies and alternative investments, managing client assets through actively managed and passive models with a focus on risk management.

Vester Martin III is a financial advisor at RFG Advisory, LLC with 36 years of industry experience. He previously worked at Edward Jones for 15 years and currently operates Cheaha Wealth Management, which he founded. 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 uses a combination of actively managed and passive strategies, direct indexing, and tax-aware approaches to provide portfolio management and financial planning services.