James Sumpter is a CFP® professional with 29 years of experience in the financial services industry. He currently works at RFG Advisory, LLC and previously held roles at LPL Financial. Outside of his advisory work, he serves as an executive board member of the Pelham City Schools Foundation and is involved with the Leadership Shelby County Alumni Board of Directors. He also teaches as an adjunct professor for Kaplan College for Financial Planning. 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 investment strategies, with a focus on risk-managed approaches and alternative investments.

Paul Bernier is a Series 66-licensed financial advisor at RFG Advisory, LLC with 20 years of industry experience. He has previously worked at Equitable Advisors and Axa Advisors. Bernier serves as a board member of the Green Schools Foundation in Green, Ohio. 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 investment strategies, serving a diverse client base including individuals, high-net-worth households, trusts, and institutional accounts.

Amie Sheputis is a Series 66-credentialed financial advisor with 17 years of industry experience. She is currently with RFG Advisory, LLC and Private Client Services, having previously worked at Ameriprise and Ameriprise Financial Services, Inc. from 2005 to 2024. 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 serves a range of clients including investment companies, state and municipal entities.

Timothy Snyder is a financial advisor at RFG Advisory, LLC with 16 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at Principal Securities Inc. and Principal Life Insurance Company prior to joining RFG Advisory in 2024. 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 with a focus on risk-managed, tax-aware approaches.

Christopher Porpiglia is a CFP® with 16 years of industry experience and is currently affiliated with RFG Advisory, LLC. His prior roles include positions at Wealth Enhancement Group and Manning & Napier Advisors, 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 uses a combination of actively managed and passive strategies, tax-aware portfolio management, and alternative investments, and serves a broad range of clients including investment companies and state and municipal entities.

Patrick Sittner is a financial advisor at RFG Advisory, LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at CWM, LLC and TS Bank. 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, utilizing a combination of actively managed and passive strategies, direct indexing, and tax-aware approaches.

Jarrod Biebel is a financial advisor with RFG Advisory, LLC, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He previously worked at Raymond James & Associates and Wells Fargo Advisors. Outside of his advisory work, Biebel serves on the Onota Township Board of Review and is a member of the Michigan State DNR ORV Trails Committee. 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 combination of actively managed and passive strategies, direct indexing, and tax-aware approaches, and serves a diverse client base with portfolio management, financial planning, and alternative investment access.

Chase Crump is a CFP® with 19 years of industry experience, currently serving at RFG Advisory, LLC. He has worked with Private Client Services since 2018 and has been associated with RFG Advisory and Williams Financial Advisors since 2010. Outside of his advisory work, he is involved with a vegetable supplement distributorship. RFG Advisory is a multi-team registered investment adviser with approximately 178 advisors managing around $8 billion for a diverse client base, including individuals, high-net-worth households, trusts, 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 to the Bluemonte family of ETFs and management of assets for investment companies.

Audrey Pierson is a financial advisor with RFG Advisory, LLC, holding a Series 66 designation and 26 years of industry experience. She has worked with firms including Cetera and LPL Financial and has owned Pierson Wealth Management since 2006. In addition to investment advisory, she is involved in life insurance sales through Clarity to Prosperity. 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 plan consulting, utilizing a combination of active and passive investment strategies with a focus on risk management.

Joseph Stephens is a CFP® with 18 years of industry experience, currently serving as an advisor at RFG Advisory, LLC. He has held roles with Edgewood Wealth Advisors and Principal Financial Services and is Treasurer and a board member of the Financial Planning Association of North Alabama. 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, employing both active and passive investment strategies tailored to a diverse client base.

Ricky Howard is a Series 65-licensed advisor at RFG Advisory, LLC with one year of industry experience. He has worked concurrently with Black Oak Asset Management and Silver Oak Securities, Inc., and serves as a part-time public school teacher for Forsyth County Schools. RFG Advisory is a multi-team registered investment adviser with approximately 178 advisors managing about $8 billion in assets 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 acts as sub-adviser to the Bluemonte family of ETFs.

Clayton Aho is a CFA® charterholder with 26 years of industry experience, currently serving at RFG Advisory, LLC. He has been with RFG Advisory since 2015 and focuses on private client services since 2018. Outside of his advisory work, he is involved in real estate investments with his spouse. RFG Advisory is a multi-team registered investment adviser managing approximately $8 billion for over 17,000 clients, including individuals, 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 investment companies and public-sector clients.

Bradford Acton is a CFP® with 10 years of industry experience, currently serving as a financial advisor at RFG Advisory, LLC. He has held positions at Bank of America and Merrill, each for seven years, and briefly worked in private client services. Acton is a board member of the F3BHM Foundation, a nonprofit organization focused on peer-led workouts and community leadership development for men. 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, and access to alternative investments, employing both actively managed and passive strategies with an emphasis on risk management and tax awareness.

Elizabeth Connor is a financial advisor at RFG Advisory, LLC in Tempe, Arizona, with nine years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at The Vanguard Group for seven years. 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 uses a combination of actively managed and passive strategies, direct indexing, and tax-aware approaches, and offers access to alternative investments and annuity management.

Ryan Lind is a financial advisor with RFG Advisory, LLC, based in Grand Rapids, MI, holding Series 63 and Series 66 credentials and 15 years of industry experience. He previously worked at Financial Engines Advisors, TD Ameritrade Investment Management, and Scottrade. Lind is also the founder and wealth advisor of Lind Wealth Management, a separate advisory business. RFG Advisory is a multi-team registered investment adviser with about 178 advisors 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 serves a broad range of clients with portfolio management, financial planning, and alternative investment options.

Letitia Berbaum is a financial advisor at RFG Advisory, LLC with 14 years of industry experience and holds a Series 66 designation. Her prior roles include positions at Axxcess Wealth Management, Tessera Capital Partners, Gramercy Securities, Optivest, and LPL Financial. She is also the CEO and founder of Blue Sands Wealth Management LLC. 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 discretionary asset management strategies including actively managed and passive models, direct indexing, tax-aware approaches, and alternative investments.

Scott Sensenig is a financial advisor with RFG Advisory, LLC, holding Series 63 and Series 65 credentials and 31 years of industry experience. He is the founder of Financial Fitness Wealth Management and Financial Fitness Benefits & Ins Solutions, where he provides investment and insurance services. His prior roles include positions at The Leaders Group Inc and Innovative Adviser Solutions, 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 mix of actively managed and passive strategies, direct indexing, tax-aware approaches, and alternative investments, serving a diverse client base with discretionary portfolio management.

Kirk Licata is a CFP® professional with 14 years of industry experience, currently serving as an advisor at RFG Advisory, LLC since 2025. Prior to this, he spent 13 years at LongView Wealth Management and 10 years with Cambridge Investment Research Inc. Licata is also the owner and founder of Licata Financial Design. 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 combines actively managed and passive ETF/mutual fund models, direct indexing, and tax-aware strategies within a risk-managed, discretionary portfolio approach, and serves a diverse client base including investment companies, state and municipal clients.

Jonathan Slater is a CFP® certified financial advisor with 12 years of industry experience. He has worked at RFG Advisory, LLC since 2019, previously serving at Private Client Services, LPL Financial, and First City Bank. Slater serves as board chair of AMI Kids Emerald Coast, a nonprofit organization providing GED and vocational support for at-risk children. 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 clients. The firm employs a mix of actively managed and passive investment models, direct indexing, and tax-aware strategies, with access to alternative investments and retirement plan consulting services.

Sharon Martin is a financial advisor at RFG Advisory, LLC with 30 years of industry experience. She holds Series 63 and Series 66 credentials and previously worked at Edward Jones for 19 years. She is the owner and founder of Cheaha 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 employs a combination of active and passive investment strategies, offers portfolio management and financial planning services, and supports a range of client types including investment companies and municipal clients.