William Smith is a financial advisor with RFG Advisory, LLC, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has worked with multiple firms, including Arbor Point Advisors and Securities America Advisors. In addition to his advisory role, he manages E. Thomas & Associates Inc., which provides tax planning, business start-up services, and related accounting services. 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 primarily discretionary portfolio management and financial planning, utilizing model strategies, third-party platforms, and proprietary ETFs, while also providing access to alternative investments and retirement technologies.

James Keith is a financial advisor at RFG Advisory, LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Arbor Point Advisors and Securities America, Inc. Keith also owns ETA Investments, a business engaged in advisory and insurance 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 government entities. The firm offers discretionary portfolio management and employs various model strategies and third-party platforms, including serving as sub-adviser to multiple Bluemonte ETFs.

Susan Mason is a financial advisor with Empower Advisory Group and holds Series 63 and Series 66 credentials. She has 28 years of industry experience, including tenure at Fidelity from 2005 to 2021 and ongoing roles with Advised Assets Group, LLC and Gwfs Equities, Inc since 2022. Mason also has experience working with the Boone County School District through 2025. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and select retail brokerage clients. The firm integrates its services with Empower’s recordkeeping and administrative platforms and emphasizes long-term portfolio returns and annual rebalancing in its financial planning approach.

James Smith is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 24 years of industry experience. His prior roles include positions at Edward Jones, PNC Investments, and Fidelity. Outside of advising, he is involved in farming through MLS Farms. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a broad range of advisory and brokerage services to individuals, institutions, and retirement plan participants. The firm provides access to various investment strategies and platforms, supported by technology tools for operational and research purposes.

Jonathan Schadler is the Vice President and Executive Planning Consultant at Fidelity Investments. In this role, he partners with executives to help them understand and maximize their employer benefits and develop clear, actionable strategies to achieve their financial goals. He takes a consultative approach to empower clients to feel confident in their plans and aims to build strong, lasting relationships with them. Jonathan has held various roles at Fidelity Investments since 2013, including Financial Consultant, Benefits & Planning Consultant in Executive Services, Transaction Processing Manager, and Workplace Planning and Advice Consultant. His extensive experience within the organization has equipped him with a deep understanding of financial consulting and benefits planning. He holds an insurance license in Arkansas.

Emily Mcguire is a financial advisor at Ameriprise with 10 years of industry experience. She holds Series 63 and Series 66 licenses and has a background at The Huntington Investment Company and The Huntington National Bank. Ameriprise Financial Services is a large, diversified advisory firm that serves individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service. The firm’s approach includes the use of proprietary research and algorithmic tools to provide tax-aware withdrawal strategies and dependable income sources for clients approaching or in retirement.

Scott Davis is a financial advisor at Fidelity with 15 years of industry experience. He holds Series 63 and Series 66 licenses and is based in Covington, KY. Davis has been with Fidelity Investments since 2004. Fidelity's Strategic Advisers LLC, where Davis works, offers investment management and advisory services to retail and institutional clients, including charitable and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and deliver model strategies.

Catherine Weddell is a Series 66 licensed financial advisor with two years of industry experience. She is currently with Fidelity Investments and previously worked at Ross and Matthews, PC, and Northwestern Mutual Advisor. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across a broad investable universe.

Robert Davis is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. He previously worked at Protective Life and Concourse Financial Group Securities for a decade before joining Cetera in 2025. Cetera Investment Advisers LLC operates as a nationwide network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform that includes affiliated and third-party model portfolios and customized strategies.

Christopher Guptill is a financial advisor at Fidelity with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms, including Northwestern Mutual and Fidelity Brokerage Services. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm integrates proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to deliver diversified model portfolios across various platforms.

Carl Campbell is a Series 66-licensed financial advisor with seven years of industry experience. He is currently with LPL Financial and previously worked at Edward Jones and Nielsen. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by technology tools for operational and research assistance.

James Wilson Jr. is a financial advisor with LPL Financial in Williamstown, KY, holding Series 63 and Series 65 credentials and 32 years of industry experience. He has been with LPL Financial since 2003. Outside of his advisory role, he is involved with Wilson Financial Services, Inc., which sells fixed insurance products including life, health, disability, and long-term care insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of investment advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of advisors and various technology tools.

Angela Rhude is a financial advisor with Ameriprise, holding Series 63 and Series 66 credentials and 24 years of industry experience. She has been with Ameriprise since 2013. Outside of her advisory role, she is president and owner of The Living Room on Main Street, a nonprofit community service center and ministry that includes an antique store, flower shop, and Airbnb rentals. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver customized recommendations through a centralized consulting team.

Vincent Meiman is an Executive Planning Consultant at Fidelity Investments, a position he has held since 2025. He has been with Fidelity Investments since 2013, progressing through various roles including Benefits and Planning Consultant, Workplace Planning & Guidance Consultant II, Workplace Planning and Guidance Consultant I, and Financial Associate II. In his professional approach, Vincent emphasizes listening closely to clients to understand their individual goals and maintain an open mind about new possibilities. He focuses on aiding clients with their financial planning needs through a detail-oriented and team-oriented method. Outside of his professional work, Vincent's personal interests include camping, football, hiking, music, and outdoor adventures.