William Smith is a financial advisor with RFG Advisory, LLC, holding Series 63 and Series 66 licenses and 29 years of industry experience. He has a history with several firms, including Arbor Point Advisors, Securities America Advisors, and E. Thomas & Associates Inc., where he also manages tax planning and business services for individuals and small businesses. 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 consulting, utilizing a mix of active and passive strategies, including alternative investments and tax-aware approaches.

James Keith is a financial advisor with RFG Advisory, LLC in Williamstown, KY, holding Series 63 and Series 65 designations and 15 years of industry experience. His prior work includes roles at Arbor Point Advisors and Securities America, Inc. He is also the owner and advisor of ETA Investments, a separate advisory and insurance business. 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 with a mix of discretionary portfolio management, financial planning, and alternative investment solutions.