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.

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.

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 licenses and bringing 25 years of industry experience. She has been with Ameriprise and its affiliated entities since 2013. Outside of her advisory work, she is president and owner of The Living Room on Main Street, a nonprofit community service center and ministry that also operates an antique store and flower shop. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides retirement income planning advice through a written Recommendation Report and ongoing support. The firm’s approach integrates proprietary research, third-party data, and algorithmic tools, focusing on dependable income sources and tax-aware withdrawal strategies within a distinct investment universe.