Rory Hartmann is a CFP®-certified financial advisor with 13 years of industry experience, currently serving at RFG Advisory, LLC. His prior work includes roles at Northwestern Mutual Wealth Management Company and its affiliated entities from 2011 to 2021. RFG Advisory is a multi-team registered investment adviser with approximately 179 advisors managing around $8 billion for over 17,000 clients, including individuals, trusts, and institutional accounts. The firm employs a mix of actively managed and passive strategies with risk-managed sleeves and offers access to proprietary models, alternative investments, and annuity management.

Dany Martin Jr. is a financial advisor at RFG Advisory, LLC with 18 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at LPL Financial and NSA, LLC. Martin serves as a board member of Junior Achievement of North Louisiana and is involved with the nonprofit Holy Angels Champions. RFG Advisory is a multi-team registered investment adviser with approximately 178 advisors managing about $8 billion for a diverse client base. The firm offers portfolio management, financial planning, retirement plan consulting, and access to alternative investments, using a combination of actively managed and passive strategies with a focus on risk management.

Adrian Castellano is a financial advisor at RFG Advisory, LLC with two years of industry experience. He holds a Series 65 credential and has worked at RFG Advisory since 2024. In addition to his financial advisory role, Castellano serves as an on-air meteorologist for Hearst Television's WVTM in Birmingham, Alabama. 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 using a combination of actively managed and passive strategies, alternative investments, and tax-aware portfolio management.

Lance Billings is a financial advisor at RFG Advisory, LLC with 37 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Waddell & Reed, Inc. for 32 years prior to joining RFG Advisory. He is also president of Billings Group S Corp, where he serves on the board of directors. RFG Advisory is a multi-team registered investment adviser with approximately 178 advisors managing about $8 billion for over 17,000 clients across individual, high-net-worth, trust, retirement plan, and institutional accounts. The firm employs a combination of actively managed and passive strategies, direct indexing, and tax-aware approaches, and serves a diverse client base including investment companies and state and municipal entities.

Ahmad Quqa is a financial advisor with RFG Advisory, LLC, holding a Series 66 designation and nine years of industry experience. He previously worked at Edward Jones for seven years and FA Invest for four years. He is also the founder and owner of Crescent Private Wealth and serves as an agent for Financial Independence Group, LLC. 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 combination of actively managed and passive ETF/mutual fund models, direct indexing, and tax-aware strategies with a focus on risk management.

Sharilyn Moxley is a CFP® with 35 years of industry experience, currently serving as a financial advisor at RFG Advisory, LLC. Prior to joining RFG Advisory, she spent ten years at Raymond James. Outside of her advisory role, she is an author of the book *Change in My Pocket* and contributes to an audio and visual storytelling network as a sponsor and content contributor. 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 mix of actively managed and passive strategies, including direct indexing and tax-aware approaches, and serves a wide range of clients with portfolio management, financial planning, and alternative investment services.

Danielle Williams is a financial advisor at RFG Advisory, LLC with one year of industry experience. She holds a Series 66 designation and has worked with RFG Advisory and its dba Cambium Wealth Partners since 2025. Outside of her advisory role, she leads and assists with workshops focused on personal growth, community, fulfillment, and sustainable living, and provides coaching services supporting clients’ personal and professional development. RFG Advisory is a multi-team registered investment adviser with approximately 179 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, employing a mix of actively managed and passive strategies with an emphasis on risk-managed portfolios and access to alternative investments.

Brent Blair is a financial advisor at RFG Advisory, LLC with 16 years of industry experience. He holds a Series 66 license and has worked at MassMutual Investors Services and related entities for 12 years before joining Barrett Capital Advisory and RFG Advisory in 2022. He serves as a board member for Smart Eye Technology, Inc., a technology start-up. 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 uses both actively managed and passive investment strategies, direct indexing, and tax-aware approaches, offering portfolio management, financial planning, and alternative investment solutions.

Frederick Wedell II is a financial advisor at RFG Advisory, LLC with nine years of industry experience. He holds a Series 65 designation and has been with RFG Advisory Group, LLC since 2016. RFG Advisory is a multi-team registered investment adviser with approximately 179 advisors managing about $8 billion for over 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.

Stuart Garner is a financial advisor with RFG Advisory, LLC, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. He has worked at RFG Advisory Group since 2014 and previously at LPL Financial. In addition to his advisory role, he is an attorney practicing real estate and probate law, and he owns an online firearms sales business. 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 both proprietary and third-party model strategies across individual, institutional, and retirement plan clients, employing a mix of active and passive approaches with risk-managed portfolios.

Rashad Johnson is a financial advisor with RFG Advisory, LLC in Shreveport, LA, holding Series 63 and Series 65 designations and one year of industry experience. His prior work includes roles at The LightWork Experience LLC and KSLA News 12. 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 offers portfolio management, financial planning, retirement plan consulting, and access to both third-party and proprietary investment strategies.

Nicholas Galente is a financial advisor at RFG Advisory, LLC with 21 years of industry experience. He holds the Series 66 designation and previously worked at Equitable Advisors and Axa Advisors for over 15 years. Outside of advising, he is co-owner of Ciao Puglia LLC and serves as an administrator or trustee for a family trust. RFG Advisory is a multi-team registered investment adviser with approximately 179 advisors managing about $8 billion for over 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, direct indexing, and tax-aware approaches.

Ian Macclure is a financial advisor with RFG Advisory, LLC and holds a Series 66 designation. He has 12 years of industry experience, having previously worked at Raymond James & Associates and Wells Fargo Advisors. Macclure also founded Copper Pass Advisory, a DBA focused on brokerage, insurance, and advisory activities. 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 various investment strategies, including alternative investments and annuity management.

Christopher Eklund is a financial advisor with RFG Advisory, LLC, holding a Series 66 designation and 15 years of industry experience. He is the owner and founder of Powder Point Wealth Management and has worked at firms including Lincoln Investment and Mariner. 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 using a combination of actively managed and passive strategies, direct indexing, and tax-aware approaches.

Eric Blake is a CFP® certificant with 27 years of industry experience, currently serving as an advisor at RFG Advisory, LLC since 2020. His prior roles include positions at Raymond James Financial Services and Legacy Texas Bank. Outside of his advisory work, he serves as treasurer for a children’s nonprofit and volunteers as a financial coach and committee member for various community organizations. 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 institutions. The firm employs a mix of actively managed and passive strategies, tax-aware approaches, and alternatives, and is notable for its role as sub-adviser to the Bluemonte family of ETFs and its service to state and municipal clients.

Kevin Murphy is a Series 66-licensed advisor with eight years of industry experience, currently with RFG Advisory, LLC. His prior roles include positions at Wells Fargo Clearing Services LLC and First Command Financial Planning, Inc. He also works as a paraplanner for Four Seasons Wealth Management. 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 offers portfolio management, financial planning, retirement plan consulting, and access to alternative investments, employing a mix of actively managed and passive strategies with a focus on risk management and periodic rebalancing.

William Smith is a financial advisor with RFG Advisory, LLC, holding Series 63 and Series 66 licenses and 29 years of industry experience. He has a history with several firms, including Arbor Point Advisors, Securities America Advisors, and E. Thomas & Associates Inc., where he also manages tax planning and business services for individuals and small businesses. 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, and retirement consulting, utilizing a mix of active and passive strategies, including alternative investments and tax-aware approaches.

Chandler Dutram is a financial advisor at RFG Advisory, LLC with seven years of industry experience. He holds the Series 66 designation and has previously worked at Trinity Wealth Securities L.L.C., IFS Securities, Inc., Florida Financial Advisors, and Florida State University. 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, providing portfolio management, financial planning, retirement plan consulting, and access to both proprietary and third-party investment strategies.

Kimberly Clenney is a financial advisor with RFG Advisory, LLC, holding Series 65 and Series 63 licenses and seven years of industry experience. She has worked at firms including LPL Financial and NewEdge Advisors and operates her own businesses providing tax preparation, accounting, and legal services. RFG Advisory is a multi-team registered investment adviser with about 185 advisors managing approximately $8 billion for over 17,000 clients. The firm offers portfolio management, financial planning, and retirement plan consulting using a combination of active and passive strategies, tax-aware approaches, and alternative investments.

William Comber is a CFP® professional with one year of industry experience. He is currently with RFG Advisory, LLC and previously worked at Members Trust Company and Family First Life. 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 offers portfolio management, financial planning, retirement plan consulting, and access to various model strategies, alternative investments, and annuity management.