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Laura H

ChFC®, Series 63, Series 65

Vestavia Hills, AL

RFG Advisory, LLC

Laura Hinton is a financial advisor with RFG Advisory, LLC, holding the ChFC® designation and Series 63 and 65 licenses. She has 38 years of industry experience and has worked at RFG Advisory and Bridgeworth, LLC since 2013, as well as LPL Financial from 2013 to 2018. Outside of her advisory work, she serves as president of the Breast Cancer Research Foundation of Alabama board. 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 alternative investments, using a blend of actively managed and passive strategies with an emphasis on risk management.

Options & derivatives strategies Concentrated stock management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Founder/Business Owner Educators, Teachers, and Academics Doctor or Medical Professional Executive Women Professionals
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Brandon W

Series 66

Shreveport, LA

RFG Advisory, LLC

Brandon Wilson is a financial advisor at RFG Advisory, LLC with one year of industry experience. He holds the Series 66 designation and has prior experience working with Private Client Services and in sports organizations including the Cincinnati Bengals and Indianapolis Colts. Outside of his advisory role, Wilson is involved as a director of the Bwill Foundation, which organizes football camps and supports the community. RFG Advisory is a multi-team registered investment adviser with approximately 178 advisors managing about $8 billion for over 17,000 clients. The firm serves individuals, high-net-worth households, trusts, retirement plans, and institutional accounts through a combination of discretionary portfolio management, financial planning, alternative investments, and proprietary model strategies.

Options & derivatives strategies Concentrated stock management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Founder/Business Owner Educators, Teachers, and Academics Doctor or Medical Professional Executive Women Professionals
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Michael H

CFP®, Series 66

Colorado Springs, CO

RFG Advisory, LLC

Michael Hartman is a CFP® professional with 14 years of industry experience, currently serving as a financial advisor at RFG Advisory, LLC. He has been affiliated with T. Rowe Price since 2011 and joined RFG Advisory in 2025. RFG Advisory is a multi-team registered investment adviser with approximately 179 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 both third-party and proprietary model strategies, emphasizing risk-managed, tax-aware investment approaches.

Options & derivatives strategies Concentrated stock management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Founder/Business Owner Educators, Teachers, and Academics Doctor or Medical Professional Executive Women Professionals
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Charles L

Series 66

Prattville, AL

RFG Advisory, LLC

Charles Lineberry is a financial advisor at RFG Advisory, LLC with 17 years of industry experience. He holds a Series 66 designation and has worked previously at Wells Fargo Advisors and Wells Fargo Clearing. Outside of his advisory role, he operates an independent insurance agency selling property and casualty coverage. 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 various proprietary and third-party investment models, employing a mix of active and passive strategies alongside specialized services such as sub-advising ETFs and managing assets for investment companies.

Options & derivatives strategies Concentrated stock management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Founder/Business Owner Educators, Teachers, and Academics Doctor or Medical Professional Executive Women Professionals
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Gibson B

Series 65

Vestavia Hills, AL

RFG Advisory, LLC

Gibson Bosworth is a Series 65-credentialed financial advisor with seven years of industry experience, currently serving at RFG Advisory, LLC since 2019. He previously worked at Fisher Investments and has experience outside finance owning and operating a freelance photography business. RFG Advisory is a multi-team registered investment adviser with 178 advisors managing approximately $8 billion for over 17,000 clients. The firm offers portfolio management, financial planning, and access to a range of investment strategies, including proprietary models and alternative investments, serving individuals, high-net-worth households, trusts, retirement plans, and institutional accounts.

Options & derivatives strategies Concentrated stock management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Founder/Business Owner Educators, Teachers, and Academics Doctor or Medical Professional Executive Women Professionals
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Sean M

CFP®, Series 66

Southlake, TX

RFG Advisory, LLC

Sean Mccauley is a CFP® professional with 16 years of experience in financial advising. He is currently with RFG Advisory, LLC and has previously worked at Ameriprise Financial Services, Inc. and Private Client Services. Outside of his role at RFG, he owns and operates Cross Timbers Financial Group. 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 both third-party and proprietary investment strategies.

Options & derivatives strategies Concentrated stock management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Founder/Business Owner Educators, Teachers, and Academics Doctor or Medical Professional Executive Women Professionals
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Samuel C

Series 65

Vestavia Hills, AL

RFG Advisory, LLC

Samuel Clement is a financial advisor at RFG Advisory, LLC with one year of industry experience. He holds the Series 65 designation and has prior experience at Oakworth Asset Management, Oakworth Capital Bank, and Auburn University. 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 actively managed and passive models, direct indexing, and alternative investments.

Options & derivatives strategies Concentrated stock management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Founder/Business Owner Educators, Teachers, and Academics Doctor or Medical Professional Executive Women Professionals
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Katie H

Series 66

Vestavia Hills, AL

RFG Advisory, LLC

Katie Hammock is a Series 66 credentialed financial advisor with 16 years of industry experience. She has worked with RFG Advisory, LLC since 2015 and previously held roles at Ameriprise and LPL Financial. Hammock has provided private client services since 2018. 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 offers a range of portfolio management and financial planning services, employing both active and passive strategies with a focus on risk management and tax efficiency.

Options & derivatives strategies Concentrated stock management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Founder/Business Owner Educators, Teachers, and Academics Doctor or Medical Professional Executive Women Professionals
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Joseph P

CFP®, Series 66

Pittsford, NY

RFG Advisory, LLC

Joseph Prestigiacomo is a CFP®-designated financial advisor with 14 years of industry experience. He is currently with RFG Advisory, LLC and has previously worked at American Portfolios Advisors, Inc. and Axa Advisors, LLC. Outside of his advisory work, he serves on the board of the Greece Education Foundation. RFG Advisory is a multi-team registered investment adviser with approximately 178 advisors managing about $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.

Options & derivatives strategies Concentrated stock management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Founder/Business Owner Educators, Teachers, and Academics Doctor or Medical Professional Executive Women Professionals
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Christopher R

Series 66

Vestavia Hills, AL

RFG Advisory, LLC

Christopher Rogers is a financial advisor with RFG Advisory, LLC, holding a Series 66 designation and eight years of industry experience. Prior to joining RFG Advisory, he worked at Ameriprise and Regions Bank, and he serves as a 2nd Lieutenant and Executive Officer in the Alabama National Guard. 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 variety of investment strategies, including both proprietary and third-party models.

Options & derivatives strategies Concentrated stock management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Founder/Business Owner Educators, Teachers, and Academics Doctor or Medical Professional Executive Women Professionals
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Claudia P

CFP®, Series 66

Lake Oswego, OR

RFG Advisory, LLC

Claudia Porter is a CFP® with 11 years of industry experience, currently serving as a financial advisor at RFG Advisory, LLC since 2025. She previously worked for nine years at Cambridge Investment Research Advisors, Inc. and Cambridge Investment Research, Inc. Porter serves on the boards of The W-Source and The Speakers Alliance and is involved in business coaching through Find Your Voice Communications. 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 mix 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 service to state and municipal clients.

Options & derivatives strategies Concentrated stock management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Founder/Business Owner Educators, Teachers, and Academics Doctor or Medical Professional Executive Women Professionals
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Matthew L

CFP®, Series 66

Vestavia Hills, AL

RFG Advisory, LLC

Matthew Leahy is a CFP® and Series 66 designated advisor with 10 years of experience. He is affiliated with RFG Advisory, LLC and has been associated with Investor's Resource since 2016. In addition to his financial advising work, he has entrepreneurial experience with MattnLina since 2015. 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 with a focus on risk management and serves a diverse client base including investment companies and municipal clients.

Options & derivatives strategies Concentrated stock management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Founder/Business Owner Educators, Teachers, and Academics Doctor or Medical Professional Executive Women Professionals
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Brandon O

Series 65

St. George, UT

RFG Advisory, LLC

Brandon Olson is a financial advisor with RFG Advisory, LLC, holding a Series 65 designation and 11 years of industry experience. He has worked with BOSS Retirement Advisors, LLC and BOSS Retirement Solutions, LLC since 2015 and joined RFG Advisory in 2026. Outside of his advisory role, Olson is a broker for MTN MAN Realty, LLC, and manages several short-term rental properties in Utah and Arizona. RFG Advisory is a multi-team registered investment adviser with approximately 179 advisors managing about $8 billion for over 17,000 clients. The firm provides portfolio management, financial planning, retirement plan consulting, and access to both third-party and proprietary investment strategies, with a focus on risk-managed, tax-aware approaches.

Options & derivatives strategies Concentrated stock management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Founder/Business Owner Educators, Teachers, and Academics Doctor or Medical Professional Executive Women Professionals
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Lara B

Series 65

Vestavia Hills, AL

RFG Advisory, LLC

Lara Brown is a financial advisor at RFG Advisory, LLC with a Series 65 designation and one year of industry experience. She has been with RFG Advisory since 2024. 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 a combination of actively managed and passive strategies, direct indexing, and tax-aware approaches, and serves a range of clients including investment companies, state and municipal entities.

Options & derivatives strategies Concentrated stock management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Founder/Business Owner Educators, Teachers, and Academics Doctor or Medical Professional Executive Women Professionals
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Joshua K

Series 66

Salina, KS

RFG Advisory, LLC

Joshua Kilsch is a financial advisor at RFG Advisory, LLC with 16 years of industry experience. He holds a Series 66 designation and has worked with firms including Waddell & Reed, Inc. and the Billings Group. Outside of his advisory role, he serves as a pastor at First Christian Church and provides pastoral services beyond his church responsibilities. 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 blend of actively managed and passive strategies, including direct indexing and tax-aware approaches.

Options & derivatives strategies Concentrated stock management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Founder/Business Owner Educators, Teachers, and Academics Doctor or Medical Professional Executive Women Professionals
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George B

Series 63, Series 65

Ketchum, ID

RFG Advisory, LLC

George Berridge is a financial advisor with RFG Advisory, LLC who holds Series 63 and Series 65 licenses and has 20 years of industry experience. He previously worked at Nuveen Investments for 15 years and held roles at Citigroup Global Markets, Valley Club, and Wells Fargo Clearing. 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 both proprietary and third-party model strategies, serving individuals, high-net-worth households, trusts, retirement plans, and institutional accounts.

Options & derivatives strategies Concentrated stock management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Founder/Business Owner Educators, Teachers, and Academics Doctor or Medical Professional Executive Women Professionals
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Angelica W

Series 63, Series 66

Au Train, MI

RFG Advisory, LLC

Angelica Walter is a financial advisor at RFG Advisory, LLC with 26 years of industry experience. She holds the Series 63 and Series 66 designations. Prior to joining RFG Advisory, she worked at Raymond James and Associates, Wells Fargo Clearing, and Wells Fargo Investments. Outside of her advisory work, she volunteers as a bookkeeper and program manager for Prodigal Preacher International, a nonprofit that provides food and education to children in Kenya and Uganda. 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 proprietary and third-party investment strategies, emphasizing risk-managed discretionary management through a mix of active and passive approaches.

Options & derivatives strategies Concentrated stock management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Founder/Business Owner Educators, Teachers, and Academics Doctor or Medical Professional Executive Women Professionals
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Edward M

Series 63, Series 65

Peoria, AZ

RFG Advisory, LLC

Edward Mckelvey is a financial advisor at RFG Advisory, LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Heritage Wealth Management, LLC and 215 Advisors, LLC. Additionally, he owns and operates an independent insurance agency, Mckelvey Financial. RFG Advisory is a multi-team registered investment adviser with approximately 179 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, and serves a diverse client base through discretionary portfolio management.

Options & derivatives strategies Concentrated stock management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Founder/Business Owner Educators, Teachers, and Academics Doctor or Medical Professional Executive Women Professionals
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Bruce W

Series 63, Series 65

Creve Coeur, MO

RFG Advisory, LLC

Bruce Wiitala is a financial advisor with RFG Advisory, LLC, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has worked at RFG Advisory since 2017 and has prior experience with firms including Waddell & Reed Inc. Outside of his advisory role, he serves as Boys Athletic Director for the Celtic Athletic Ministry Board, overseeing policies and facilities for sports programs at St. Patrick School. RFG Advisory is a multi-team registered investment adviser with approximately 178 advisors managing about $8 billion for over 17,000 clients, including individuals, trusts, retirement plans, and institutions. The firm employs a range of investment strategies, including actively managed and passive models, direct indexing, and tax-aware approaches, and provides services such as portfolio management, financial planning, and alternative investments.

Options & derivatives strategies Concentrated stock management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Founder/Business Owner Educators, Teachers, and Academics Doctor or Medical Professional Executive Women Professionals
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Thomas W

CFP®, Series 63

Shreveport, LA

RFG Advisory, LLC

Thomas Williams is a CFP® with 39 years of experience in the financial services industry. He is currently with RFG Advisory, LLC and has previously worked at LPL Financial, LLC. Williams serves as an advisory member of the Committee of 100, a national advisory board member for Community Renewal International, and is a committee member at First United Methodist Church. 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 a combination of actively managed and passive strategies, direct indexing, and tax-aware approaches to manage client assets on a discretionary basis.

Options & derivatives strategies Concentrated stock management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Founder/Business Owner Educators, Teachers, and Academics Doctor or Medical Professional Executive Women Professionals
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