Caroline Ryals is a financial advisor with RFG Advisory, LLC, holding a Series 66 designation and four years of industry experience. She has been with RFG Advisory since 2018 and also has experience with Private Client Services and the Alabama Panhellenic Association. RFG Advisory provides investment advisory and planning services to individual and high-net-worth investors, retirement plans, and select institutional clients. The firm utilizes discretionary portfolio management supported by model strategies and third-party platforms, and offers specialized services including sub-advisory roles with ETFs and access to alternative investments.

Brock Eson is a financial advisor with RFG Advisory, LLC, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. His prior roles include positions at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, Metlife Securities Inc., and New England Securities. He is also licensed to sell insurance products through Crump. RFG Advisory serves a diverse client base including individual and high-net-worth investors, retirement plans, and institutional clients such as investment companies and government entities. The firm offers discretionary portfolio management, financial planning, retirement plan consulting, and access to alternative investments, utilizing model strategies and third-party platforms while providing fiduciary oversight for retirement accounts.

Zachary Wicker is a financial advisor with RFG Advisory, LLC in Vestavia Hills, AL, holding Series 63 and Series 65 licenses and seven years of industry experience. His prior work includes roles at Northwestern Mutual Wealth Management Company and Energen Resources/Diamondback Energy. RFG Advisory provides investment advisory and planning services to individuals, high-net-worth investors, retirement plans, and select institutional clients, offering discretionary portfolio management, financial planning, and access to alternative investments. The firm utilizes a range of model strategies and third-party platforms, and it acts as a sub-adviser to multiple Bluemonte ETFs while serving investment company and state or municipal clients.

Jake Travis is a financial advisor with RFG Advisory, LLC in Vestavia Hills, AL, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. His prior roles include six years with CONCOURSE FINANCIAL GROUP SECURITIES INC (formerly PROEQUITIES INC) and current positions at RFG Advisory and Private Client Services since 2022. RFG Advisory provides investment advisory and planning services to a diverse client base including individuals, high-net-worth investors, retirement plans, and institutional clients such as investment companies and government entities. The firm offers discretionary portfolio management, financial planning, and access to alternative investments, utilizing various model strategies and third-party platforms, and serves as an ERISA fiduciary for retirement accounts and plan sponsors.

Robert Agnew Jr. is a financial advisor with RFG Advisory, LLC, holding Series 63 and Series 65 licenses and over 40 years of industry experience. His career includes roles at Wells Fargo Advisors Financial Network LLC and UBS Financial Services. He also operates Agnew Wealth Management, LLC. RFG Advisory serves a diverse client base including individual and high-net-worth investors, retirement plans, and institutional clients such as investment companies and government entities. The firm primarily provides discretionary portfolio management and financial planning, offering a range of model strategies and third-party platforms, and acts as a sub-adviser to multiple ETFs.

Marcia Miller is a financial advisor at RFG Advisory, LLC with 15 years of industry experience. She holds a Series 65 designation and has worked at several firms including Accelerated Wealth Advisors, LLC and Wealth Investment Solutions, LLC. Outside of her advisory role, she is also licensed as an insurance agent through Financial Independence Group (FIG)/Wealth Planning Services, Inc. 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’s investment approach includes discretionary portfolio management, use of model strategies and third-party platforms, and services as a fiduciary for retirement accounts and plan sponsors.

Patrick Wingfield is a financial advisor at RFG Advisory, LLC with two years of industry experience. He holds a Series 66 designation and has worked previously at Synovus Trust Company, Synovus Securities, and Pinnacle Bank. 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 such as investment companies and government entities. The firm’s investment approach primarily utilizes discretionary portfolio management through a variety of model strategies, third-party platforms, and alternative investment access.

Jared Keeley is a CFP® professional with three years of industry experience, currently serving as a financial advisor at RFG Advisory, LLC. His prior roles include positions at Millennium Advisory Services, Inc., Bouchard & Associates / Commonwealth Financial Network, and Cary Street Partners. RFG Advisory offers 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 employs a primarily discretionary investment approach that incorporates model strategies, third-party platforms, and sub-advisory services to ETFs, with a focus on comprehensive financial planning and fiduciary oversight.

Eric Larson is a financial advisor at RFG Advisory, LLC with six years at the firm and a total of five years in the industry. He holds Series 63 and Series 65 credentials. Prior to joining RFG Advisory, he worked at Invesco and Oppenheimer Funds. RFG Advisory serves a diverse client base that includes individual and high-net-worth investors, retirement plans, institutional clients, and state or municipal government entities. The firm offers a range of services including discretionary portfolio management, financial planning, retirement plan consulting, and access to alternative investments and annuity platforms, utilizing multiple model strategies and third-party platforms.

Amanda Skinner is a CFP® with two years of industry experience currently serving as a financial advisor at RFG Advisory, LLC. She has worked at several firms including Northwestern Mutual Investment Management and Blake Hurst. In addition to her advisory role, she is a brand representative for Rodan + Fields, a skincare company, a position she has held since 2016. RFG Advisory provides investment advisory and planning services to individual and high-net-worth investors, retirement plans, and select institutional clients. The firm offers discretionary portfolio management and access to alternative investments, and it serves unique client segments such as investment companies and state or municipal entities.

David Evans is a CFP® and ChFC® with nine years of industry experience. He is currently with RFG Advisory, LLC, having previously worked at Northwestern Mutual in various roles over a decade. RFG Advisory serves a diverse client base including individual and high-net-worth investors, retirement plans, and institutional clients such as investment companies and government entities. The firm offers discretionary portfolio management, financial planning, retirement plan consulting, and access to alternative investments, utilizing model strategies and third-party platforms in its investment approach.

Robert Brown is a financial advisor at RFG Advisory, LLC with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Merrill and Bank of America prior to joining RFG Advisory. Outside of his advisory work, he is co-owner of a children's clothing business operated with his wife. RFG Advisory provides investment advisory and planning services to a broad client base, including individual and high-net-worth investors, retirement plans, and institutional clients. The firm’s investment approach primarily involves discretionary portfolio management using various model strategies and third-party platforms, and it also serves as a sub-adviser to multiple ETFs and offers access to alternative investments and annuity platforms.

Alison Castellano is a financial advisor at RFG Advisory, LLC with four years of industry experience. She holds the Series 66 designation and has a diverse background that includes previous roles in education with Vestavia Hills City Schools and Hoover City Schools, as well as experience in retail at LULULEMON. RFG Advisory provides investment advisory and planning services to a broad client base including individual and high-net-worth investors, retirement plans, and select institutional clients. The firm’s approach is primarily discretionary, utilizing model strategies, third-party platforms, and curated access to alternative investments and annuity platforms.

Wesley Miller is a financial advisor with RFG Advisory, LLC, holding Series 63 and Series 65 licenses and having nine years of industry experience. He has worked at Northwestern Mutual in various investment and wealth management roles from 2016 to 2021 before joining RFG Advisory and its affiliate Willow Private Wealth. Outside of his advisory role, he is also active as an insurance agent with multiple brokerage firms. RFG Advisory provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and selected institutional clients. The firm primarily offers discretionary portfolio management using a variety of model strategies and third-party platforms, and it also serves as a sub-adviser to several ETFs while managing ongoing supervisory and fiduciary responsibilities.

Richard Ohlrich is a financial advisor with RFG Advisory, LLC in Vestavia Hills, AL, holding Series 63 and Series 66 credentials and bringing 33 years of industry experience. His prior roles include positions at Private Client Services, LLC, American Group Center For Wealth Planning, Center for Wealth Planning Advisors, Inc., and LPL Financial, LLC. Outside of advisory work, he is also an insurance agent offering life and health insurance products. RFG Advisory serves a diverse client base that includes individual and high-net-worth investors, retirement plans, and institutional clients such as investment companies and government entities. The firm provides discretionary portfolio management, financial planning, retirement plan consulting, and access to alternative investments, leveraging various model strategies and third-party platforms while acting as an ERISA fiduciary for retirement accounts.

Vester Martin III is a financial advisor with RFG Advisory, LLC in Vestavia Hills, Alabama. He holds Series 63 and Series 65 licenses and has 36 years of industry experience, including previous roles at Edward Jones and Merrill. Martin is also the owner and founder of Cheaha Wealth Management. RFG Advisory offers investment advisory and planning services to a diverse clientele, including individual and high-net-worth investors, retirement plans, and institutional clients such as investment companies and government entities. The firm primarily provides discretionary portfolio management through various model strategies, third-party platforms, and acts as sub-adviser to multiple Bluemonte ETFs.

Parrish Simmons is an Associate Wealth Advisor at RFG Advisory, LLC with one year of industry experience. Before joining RFG Advisory, he held positions at Cadence Bank and LPL Financial/Cadence Investment Services, among others. His background also includes several years associated with the Huntsville Tennis Center and Ball State University. 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 such as investment companies and government entities. The firm offers discretionary portfolio management, financial planning, retirement plan consulting, and access to alternative investments, while serving as an ERISA fiduciary for retirement accounts and plan sponsors.

Harris Doobrow is a CFP® and ChFC® credentialed financial advisor with 16 years of industry experience. He is currently with RFG Advisory, LLC and previously held positions at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and Metlife Securities Inc. In addition to his advisory role, he provides consulting services to dental practices as a financial professional through One on One Consulting. RFG Advisory, LLC serves a diverse client base including individuals, high-net-worth investors, retirement plans, and institutional clients such as investment companies and government entities. The firm offers discretionary portfolio management, financial planning, and retirement plan consulting, utilizing model strategies, third-party platforms, and proprietary ETFs, while also providing access to alternative investments and annuities.

Bobby White is a financial advisor with RFG Advisory, LLC in Vestavia Hills, AL, holding a Series 66 designation and 28 years of industry experience. His career includes roles at LPL Financial, Everbank, and Veravest Investment Advisors, among others. RFG Advisory provides investment advisory and planning services to a diverse client base including individuals, high-net-worth investors, retirement plans, and institutional clients such as investment companies and governmental entities. The firm uses a primarily discretionary approach, employing model portfolios, third-party platforms, and serving as sub-adviser to multiple ETFs.

Sharilyn Moxley is a CFP® with 35 years of industry experience, currently serving as a financial advisor at RFG Advisory, LLC since 2019. She previously worked with Raymond James and its affiliates for nearly two decades. Outside of her advisory role, Moxley is an author of the book *Change in My Pocket* and contributes to a pilot TV series related to audio and visual storytelling. RFG Advisory provides investment advisory and planning services to a diverse client base including individual and high-net-worth investors, retirement plans, and institutional clients. The firm’s approach emphasizes discretionary portfolio management through a variety of model strategies and third-party platforms, and it also serves as a sub-adviser to multiple ETFs while managing compliance as an ERISA fiduciary for retirement accounts.

Frederick Wedell II is a financial advisor at RFG Advisory, LLC with 10 years of industry experience. He holds the Series 65 designation and has been with RFG Advisory Group, LLC since 2016. RFG Advisory provides investment advisory and planning services to individual and high-net-worth investors, retirement plans, and select institutional clients. The firm’s investment approach includes discretionary portfolio management, financial planning, and access to alternative investments, leveraging model strategies, third-party platforms, and sub-advisory roles with ETFs.

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 with RFG Advisory Group, LLC since 2014 and previously with LPL Financial, LLC from 2012 to 2018. In addition to his advisory work, he is an attorney involved in real estate and probate matters and operates an online firearms sales business. RFG Advisory provides investment advisory and planning services to a diverse client base, including individual and high-net-worth investors, retirement plans, and institutional clients. The firm’s investment approach includes discretionary portfolio management using a variety of model strategies and third-party platforms, and it serves as sub-adviser to multiple ETFs while offering access to alternative investments and annuity platforms.

Kimberly Clenney is a financial advisor at RFG Advisory, LLC with seven years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at firms including LPL Financial and NewEdge Advisors. Outside of advising, she owns a tax preparation and accounting firm and co-owns a law practice. RFG Advisory provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and institutional clients. The firm offers discretionary portfolio management using model strategies and third-party platforms, serves as sub-adviser to several ETFs, and supports access to alternative and structured investments.

Mark Pearson is a financial advisor with RFG Advisory, LLC in Vestavia Hills, AL, holding Series 63 and Series 65 licenses and 23 years of industry experience. He has worked at several firms including Noesis Capital Management Corp, Proche Capital Management, and Sterne, Agee & Leach, Inc. since beginning his career in 2000. RFG Advisory provides investment advisory and planning services to a diverse client base that includes individual investors, high-net-worth clients, retirement plans, and institutional entities such as investment companies and government bodies. The firm employs primarily discretionary management using a variety of model strategies, third-party platforms, and technology tools, and serves as a sub-adviser to multiple ETFs while also offering access to alternative and structured investments.

Casey Marshall is a CFP® professional with 11 years of industry experience, currently serving at RFG Advisory, LLC in Vestavia Hills, AL. He has held roles at Northwestern Mutual and private client services, including work under the Willow Private Wealth brand. Outside of advisory work, he owns Casey Marshall LLC, a legal entity, and is involved in insurance brokerage activities. RFG Advisory provides investment advisory and planning services to a diverse client base including individual and high-net-worth investors, retirement plans, and institutional clients such as investment companies and governmental entities. The firm primarily delivers discretionary portfolio management using model strategies and third-party platforms, and it acts as a sub-adviser to multiple ETFs while offering access to alternative investments and annuity platforms.

Laura Hinton is a ChFC® with 38 years of industry experience and is currently affiliated with RFG Advisory, LLC. Her prior work includes roles at Bridgeworth, LLC, LPL Financial, and Mass Mutual Investors Services. She serves as President of the Board for the Breast Cancer Research Foundation of Alabama. 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 primarily discretionary portfolio management, financial planning, and access to a range of investment platforms, including firm-managed ETFs and alternative investments.

Gibson Bosworth is a financial advisor with RFG Advisory, LLC, holding a Series 65 designation and seven years of industry experience. Prior to joining RFG Advisory in 2019, he worked at Fisher Investments for one year and was affiliated with the University of Alabama for four years. Outside of his advisory role, he operates GLB Photography, a freelance photography business. RFG Advisory serves a diverse client base including individual and high-net-worth investors, retirement plans, and institutional clients such as investment companies and government entities. The firm’s investment approach is primarily discretionary, utilizing model strategies, third-party platforms, and sub-advisory services, with capabilities that include managing ETFs and providing access to alternative investments and annuity platforms.

Samuel Clement is a financial advisor at RFG Advisory, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Oakworth Asset Management, LLC and Oakworth Capital Bank. He also spent four years at Auburn University. 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 primarily discretionary portfolio management using a range of model strategies and third-party platforms, along with specialized services such as sub-advisory roles to Bluemonte ETFs and access to alternative investments.

Katie Hammock is a financial advisor at RFG Advisory, LLC with 16 years of industry experience. She holds a Series 66 designation and has previously worked at Ameriprise and LPL Financial. Hammock has been with RFG Advisory since 2015, including her current role in Private Client Services since 2018. 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 emphasizes discretionary portfolio management using model strategies and third-party platforms and serves as an ERISA fiduciary for retirement accounts and plan sponsors.

Christopher Rogers is a financial advisor with RFG Advisory, LLC, holding a Series 66 license and eight years of industry experience. His prior roles include positions at Ameriprise, Regions Bank, Fidelity Brokerage Services, and Merrill. Rogers also serves as a 2nd Lieutenant and Executive Officer in the Alabama National Guard. RFG Advisory provides investment advisory and planning services to a diverse client base, including individual and high-net-worth investors, retirement plans, and institutional clients such as investment companies and government entities. The firm’s investment approach is primarily discretionary, utilizing a mix of model strategies, third-party platforms, and proprietary ETFs, while also offering access to alternative investments and retirement technology solutions.

Matthew Leahy is a financial advisor with RFG Advisory, LLC in Vestavia Hills, AL. He holds the CFP® designation and Series 66 license, and has 10 years of industry experience. Prior to his current role, he worked at Raymond James Financial Services from 2015 to 2019. Outside of advising, he has been involved with MattnLina since 2015. RFG Advisory offers investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and select institutional clients. The firm primarily delivers discretionary portfolio management using a variety of model strategies and third-party platforms, and serves unique clients such as investment companies and state or municipal entities.

Lara Brown is a financial advisor at RFG Advisory, LLC with a Series 65 credential and no prior industry experience before joining the firm. She has been with RFG Advisory since 2024. 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 plan consulting, and access to alternative investments, utilizing a range of model strategies and third-party platforms.

James Sumpter is a CFP® professional with 29 years of industry experience, currently serving at RFG Advisory, LLC. His career includes roles at Private Client Services, LPL Financial, Ameriprise, and Merrill. He is active in community organizations, serving on the Executive Board of the Pelham City Schools Foundation and the Alumni Board of Directors for Leadership Shelby County. Additionally, he is an adjunct professor at Kaplan College for Financial Planning. RFG Advisory provides investment advisory and planning services to individual and high-net-worth investors, retirement plans, and select institutional clients. The firm offers discretionary portfolio management, financial planning, retirement consulting, and access to alternative investments, with an investment approach that includes model strategies, third-party platforms, and oversight of affiliated and external managers.

Joseph Stephens is a CFP® professional with 18 years of industry experience. He is currently with RFG Advisory, LLC and has worked in various roles at Edgewood Wealth Advisors, Principal Life Insurance Company, and Edward Jones. Stephens serves as Treasurer on the Board of Directors for the Financial Planning Association of North Alabama. 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 utilizes a primarily discretionary investment approach with model portfolios, third-party platforms, and offers services including portfolio management, financial planning, retirement plan consulting, and access to alternative investments.

Clayton Aho is a CFA® charterholder with 26 years of industry experience. He is currently with RFG Advisory, LLC and has previous experience at Ameriprise and Ameriprise Advisor Services, Inc. He is co-owner of a real estate investment venture with his wife. RFG Advisory provides investment advisory and planning services to individual and high-net-worth investors, retirement plans, and select institutional clients. The firm utilizes a primarily discretionary investment approach with a range of model strategies, third-party platforms, and serves as sub-adviser to multiple ETFs.

Bradford Acton is a CFP® with 10 years of industry experience, currently serving as a financial advisor at RFG Advisory, LLC. He previously worked at Bank of America and Merrill from 2016 to 2023, and briefly with Private Client Services in 2023. Outside of his advisory role, he serves as a board member of the F3BHM Foundation, a nonprofit focused on community leadership through peer-led workouts for men. RFG Advisory provides investment advisory and planning services to a diverse client base including individuals, high-net-worth investors, retirement plans, and institutional clients such as investment companies and government entities. The firm offers discretionary portfolio management, financial planning, retirement plan consulting, and access to alternative investments, leveraging a range of model strategies and third-party platforms.

Sharon Martin is a financial advisor with RFG Advisory, LLC, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. Her prior work includes roles at Edward Jones for 19 years and Merrill for 5 years. She is also the founder and owner of Cheaha Wealth Management. RFG Advisory offers investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and institutional clients such as investment companies and government entities. The firm’s investment approach features discretionary management using various model strategies and third-party platforms, along with oversight of affiliated and third-party managers.

Roger Hubbert Jr. is a financial advisor at RFG Advisory, LLC with 14 years of industry experience. He holds the Series 65 designation and has worked at RFG Advisory since 2019. His prior experience includes seven years at Raymond James Financial Services Advisors and ongoing involvement with Investors Resource since 2011. RFG Advisory provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and institutional clients such as investment companies and government entities. The firm offers discretionary portfolio management and access to various model strategies, third-party platforms, and alternative investments, alongside its role as an ERISA fiduciary for retirement plans.

Brian Ryals is a financial advisor with RFG Advisory, LLC in Vestavia Hills, Alabama, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked with several firms including Private Client Services, LPL Financial, and Securities America Advisors. Outside of his advisory work, Ryals serves as a board member of the 51st Aero Squadron in Bessemer, Alabama. RFG Advisory provides investment advisory and planning services to a diverse client base, including individual and high-net-worth investors, retirement plans, and institutional clients such as investment companies and government entities. The firm employs a primarily discretionary investment approach utilizing model portfolios, third-party platforms, and retirement technology, and serves as a sub-adviser to multiple ETFs while offering access to alternative and structured investments.

Julie Knotts is a financial advisor at RFG Advisory, LLC with five years of industry experience. She holds a Series 66 designation and has worked in various roles including private client services and positions at Cetera and Regions Bank. Prior to her financial services career, she spent 25 years at NCH Corporation. RFG Advisory serves a diverse client base including individuals, high-net-worth investors, retirement plans, and institutional clients such as investment companies and government entities. The firm offers discretionary portfolio management, financial planning, retirement consulting, and access to alternative investments, utilizing a range of model strategies and third-party platforms.