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Patrick D

Series 65

Alpharetta, GA

RFG Advisory, LLC

Patrick Dotts is a financial advisor at RFG Advisory, LLC in Alpharetta, GA. He holds a Series 65 designation and has over 13 years of industry experience, including a long tenure at Soliant. RFG Advisory serves a diverse client base ranging from individual and high-net-worth investors to retirement plans and select institutional clients, offering a range of investment advisory and planning services. The firm employs a primarily discretionary investment approach that includes model portfolios, direct indexing, and access to alternative investments, while also acting as a sub-adviser to multiple ETFs and serving municipal and investment company clients.

Options & derivatives strategies Private / alternative investments Tax-loss harvesting Founder/Business Owner Executive Retired Women Professionals Mid-Career Professionals
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Ryan L

CFP®, Series 63, Series 65

Alpharetta, GA

RFG Advisory, LLC

Ryan Ledden is a CFP® with 14 years of industry experience, currently affiliated with RFG Advisory, LLC. He previously worked at Silver Oak Securities Inc for 12 years and has been involved in financial advisory roles since 2013. Outside of his advisory work, Ledden serves as a paid head coach for a travel baseball team and is a board member of a nonprofit ministry. RFG Advisory provides investment advisory and planning services to a diverse client base including individuals, high-net-worth investors, retirement plans, and select institutional clients. The firm offers discretionary portfolio management, financial planning, retirement consulting, access to alternative investments, and acts as a sub-adviser to multiple ETFs.

Options & derivatives strategies Private / alternative investments Tax-loss harvesting Founder/Business Owner Executive Retired Women Professionals Mid-Career Professionals
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Autumn M

Series 65

Alpharetta, GA

RFG Advisory, LLC

Autumn Mower is a financial advisor at RFG Advisory, LLC with five years of industry experience. She holds a Series 65 designation and has worked at Black Oak and Silver Oak Securities, Inc. She also has a long-term association with Myriad Genetics. RFG Advisory serves a diverse client base including individual and high-net-worth investors, retirement plans, and select institutional clients, offering discretionary portfolio management, financial planning, and access to alternative investments through a multi-team platform.

Options & derivatives strategies Private / alternative investments Tax-loss harvesting Founder/Business Owner Executive Retired Women Professionals Mid-Career Professionals
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Ricky H

Series 65

Alpharetta, GA

RFG Advisory, LLC

Ricky Howard is an advisor at RFG Advisory, LLC with one year of industry experience. He holds a Series 65 designation and has worked in investment management roles since 2024, including positions at Black Oak Asset Management and Silver Oak Securities. In addition to his advisory work, he is a part-time public school teacher with Forsyth County Schools. RFG Advisory provides investment advisory and planning services to a diverse client base, including individual and high-net-worth investors, retirement plans, and select institutional clients. The firm offers discretionary portfolio management leveraging model strategies, third-party platforms, and serves as a sub-adviser to multiple ETFs, while providing access to alternative investments and retirement technology solutions.

Options & derivatives strategies Private / alternative investments Tax-loss harvesting Founder/Business Owner Executive Retired Women Professionals Mid-Career Professionals
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