William Smith is a financial advisor with RFG Advisory, LLC, based in Williamstown, KY, holding Series 63 and Series 66 credentials and having 29 years of industry experience. He previously worked at Arbor Point Advisors, Securities America Inc., Securities America Advisors, and E. Thomas & Associates Inc., where he continues to manage a tax and accounting business providing tax planning, business start-up services, and loan proposal assistance. 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, employing a range of model strategies and third-party platforms.

James Keith is an investment advisor at RFG Advisory, LLC with 15 years of experience in the financial services industry. He has worked at RFG Advisory since 2019 and previously spent time at Arbor Point Advisors and Securities America, Inc. Keith is registered with Series 63 and Series 65 licenses. 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 and annuity platforms, leveraging a variety of model strategies and third-party platforms.

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.

Luke Banks is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 licenses and seven years of industry experience. His professional background includes roles at Wells Fargo, Infinex Investments, Flagstar Bank, and LPL Financial prior to joining Thrivent. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm provides holistic, goal-based planning across various topics, including retirement, tax, and estate planning, while keeping planning and managed-account services distinct.

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.