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.

James Smith is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and 24 years of industry experience. He previously worked at Edward Jones and PNC Investments. Outside of his advisory role, he manages a farm known as MLS farms. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including retirement plan consulting, model portfolios, and technology-driven investment strategies.

Clifford Brown is a financial advisor with Charles Schwab in Butler, KY, holding Series 63 and Series 66 licenses and 18 years of industry experience. He previously worked at Fidelity Investments and Fidelity Personal and Workplace Advisors for a total of 14 years before joining Schwab in 2021. Outside of advising, he owns Prime Vibes Meditation, where he teaches meditation classes and produces related content, and serves as a brand ambassador for Raw Nutrition. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary advisory services and access to affiliated discretionary managed accounts. The firm is notable for its scale, integrated service model, and multi-asset investment approach.

Luke Banks is a financial advisor at Thrivent Investment Management with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including LPL Financial, Wells Fargo Clearing, and Flagstar Bank. His current tenure at Thrivent began in 2024. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning on a broad range of topics, typically delivered as one-time or ongoing engagements, without discretionary trading authority or institutional portfolio management.

Carl Campbell is a Series 66 licensed financial advisor with seven years of industry experience. He has worked at Edward Jones for eight years and currently practices at LPL Financial. Prior to his advisory career, he was employed at Nielsen for three years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services with various discretionary and non-discretionary management options.

James Wilson Jr. is a financial advisor with LPL Financial in Williamstown, KY, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with LPL Financial since 2003. Outside of his work at LPL, 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 an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a broad range of financial planning and advisory programs, including discretionary and non-discretionary management supported by model portfolios and research from multiple sources.

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.