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Michael S

Series 63, Series 65

Creve Coeur, MO

RFG Advisory, LLC

Michael Stalka is a financial advisor at RFG Advisory, LLC with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Larson Financial Group and LPL Financial. He is also CEO and wealth advisor at Four Seasons Wealth Management, a financial planning firm. 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, employing a mix of active and passive strategies with a focus on risk management and offering access to 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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Ryan C

CFP®, Series 63, Series 66

Creve Coeur, MO

RFG Advisory, LLC

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.

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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Christine W

CFP®, Series 63, Series 65

Creve Coeur, MO

RFG Advisory, LLC

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.

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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Kevin M

Series 66

Creve Coeur, MO

RFG Advisory, LLC

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.

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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Bridget M

Series 65

Creve Coeur, MO

RFG Advisory, LLC

Bridget Murphy is a financial advisor at RFG Advisory, LLC with two years of industry experience. She holds a Series 65 credential and has previously worked at Paramount Mortgage for six years. Her other business activities include serving as a client service coordinator for Volare Wealth Advisors. 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 proprietary and third-party model strategies, focusing on discretionary asset management with a blend of actively managed and passive 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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Brittani S

CFP®, ChFC®, Series 66

Creve Coeur, MO

RFG Advisory, LLC

Brittani Schaefer is a Certified Financial Planner™ (CFP®) and Chartered Financial Consultant (ChFC®) with 12 years of industry experience. She has worked at RFG Advisory, LLC since 2024 and previously spent six years at Edward Jones followed by four years at Arete Wealth Advisors LLC. Schaefer also owns and operates Cooper Tower Wealth, an investment advisory business. 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 combines actively managed and passive strategies with tax-aware approaches and offers a range of services including 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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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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Amie S

Series 66

Creve Coeur, MO

RFG Advisory, LLC

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.

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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