RFG Advisory, LLC

Kevin Harper is a CFP® professional with 29 years of industry experience, currently serving at RFG Advisory, LLC since 2015. He has previously worked with Private Client Services and LPL Financial. Outside of his advisory role, he is a co-owner of LHP Capital LLC, where he assists with buying and managing commercial real estate. RFG Advisory is an enterprise registered investment adviser serving individuals, charitable organizations, corporations, ERISA retirement plans, and other institutional clients. The firm combines active and passive investment strategies across various platforms and acts as a sub-adviser to a multi-ETF suite, offering a range of services including portfolio management, financial planning, and retirement plan consulting.

Aaron Laranetto is a financial advisor with RFG Advisory, LLC, holding a Series 66 designation and six years of industry experience. He has worked at several firms, including American Portfolios Advisors, Fidelity Personal and Workplace Advisors, and AXA Advisors. He is also involved with SIXPOINT FINANCIAL PARTNERS, an investment advisory business. RFG Advisory is an enterprise registered investment adviser serving individuals, charitable organizations, corporations, ERISA retirement plans, and other institutional clients. The firm combines active and passive investment strategies across various platforms and serves as a sub-adviser to a multi-ETF suite, managing both client assets and pooled products.

David Pulcini Jr. is a CFP® professional with 22 years of industry experience, currently serving as an advisor at RFG Advisory, LLC and Sixpoint Financial Partners. His prior experience includes roles at American Portfolios Advisors, American Portfolios Financial Services, and AXA Advisors. Outside of his advisory work, he owns a consulting business focused on branding and marketing. RFG Advisory is an enterprise registered investment adviser serving individuals, charitable organizations, corporations, ERISA retirement plans, and other institutional clients. The firm employs a combination of active and passive investment strategies across multiple platforms and serves as a sub-adviser to a multi-ETF suite, offering tailored financial solutions and a range of specialized services.

Patrick Dotts is a Series 65-licensed advisor with RFG Advisory, LLC in Vestavia Hills, Alabama. He is part of a multi-team firm composed of 168 advisors. No additional personal background or outside activities have been disclosed. RFG Advisory provides investment and planning services to individual and high-net-worth investors, corporate and retirement plan sponsors, and institutional clients. The firm employs model-based strategies including ETFs, mutual funds, and direct indexing, combining a risk-focused, top-down asset allocation approach with multiple third-party platforms and a role as sub-adviser to actively managed Bluemonte ETFs.

Chris Abeyta is a financial advisor at RFG Advisory, LLC with 11 years of industry experience. He holds a Series 65 designation and has worked at Accelerated Wealth Advisors LLC and ASI Capital, LLC, among other firms. Outside of advising, he serves as president of High Trust Financial & Consulting Inc., a holding company for financial assets. RFG Advisory is an enterprise registered investment adviser serving individuals, charitable organizations, corporations, ERISA retirement plans, and institutional clients. The firm offers discretionary portfolio management, financial planning, retirement plan consulting, and acts as an adviser to exchange-traded funds, utilizing a combination of active and passive investment strategies and maintaining a broad range of platform and referral relationships.

Uriel Castillo is a financial advisor at RFG Advisory, LLC with three years of industry experience. He holds a Series 66 designation and has worked at firms including Fifth Third Bank, Merrill, and Bank of America. RFG Advisory is an enterprise registered investment adviser serving individuals, charitable organizations, corporations, ERISA retirement plans, and other institutional clients. The firm offers discretionary portfolio management, financial planning, retirement plan consulting, and acts as an adviser to exchange-traded funds, employing a combination of active and passive strategies alongside access to alternative investments.

Brian Swilling is a financial advisor with RFG Advisory, LLC in Charlotte, NC, holding Series 63 and Series 65 credentials and bringing 18 years of industry experience. He has been with RFG Advisory and its affiliated entities since 2017 and participates in community engagement through roles on the Belk College of Business Alumni Council at UNC Charlotte and the Charlotte Area Alumni Council of Pi Kappa Phi. RFG Advisory is an enterprise registered investment adviser serving individuals, charitable organizations, corporations, ERISA retirement plans, and other institutional clients. The firm employs a combination of active and passive investment strategies, including ETFs, mutual funds, direct indexing, structured notes, and private investments, and is notable for its role as a sub-adviser to a multi-ETF suite.

Heath Randall is a financial advisor with RFG Advisory, LLC, holding Series 63 and Series 66 licenses and nine years of industry experience. He previously worked at First Command Advisory Services and TD Ameritrade, among other firms. RFG Advisory is an enterprise registered investment adviser serving individuals, charitable organizations, corporations, ERISA retirement plans, and other institutional clients. The firm offers discretionary portfolio management, financial planning, retirement plan consulting, and acts as an adviser to exchange-traded funds, using a combination of in-house models and third-party platforms to deliver tailored investment solutions.

Derek Lavery is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has been with Equitable Advisors since 2007 and previously worked with Axa Advisors, LLC. He also serves as an administrator or trustee for a family estate. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and various third-party asset managers. The firm employs a hybrid referral and implementation model and offers both advisory and brokerage/insurance channels to implement client recommendations.

Michael Stalka is a financial advisor with RFG Advisory, LLC, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has worked at several firms including Larson Financial Group and LPL Financial before joining RFG Advisory. Stalka is also the CEO and wealth advisor of Four Seasons Wealth Management, a financial planning firm. RFG Advisory is an enterprise registered investment adviser serving individuals, charitable organizations, corporations, ERISA plans, and institutional clients. The firm offers discretionary portfolio management, financial planning, and retirement plan consulting, using a combination of in-house and third-party investment strategies, including active and passive ETFs, mutual funds, and private investments.

Muhammad Dahnoun is a financial advisor at RFG Advisory, LLC with one year of industry experience. He holds a Series 65 designation and has prior work experience at John Deere and See More Eye Care OD, PLLC. He is also associated with North Carolina State University. RFG Advisory is an enterprise registered investment adviser serving individuals, charitable organizations, corporations, ERISA retirement plans, and other institutional clients. The firm offers discretionary portfolio management, financial planning, retirement plan consulting, and acts as an adviser to exchange-traded funds, employing a mix of in-house models and outside platforms to manage client portfolios.

John Gallia is a CFP® professional with 20 years of experience in the financial services industry. He is currently with RFG Advisory, LLC, where he has worked since 2014, and has prior experience at LPL Financial. Gallia also serves as an adjunct professor teaching college-level business courses at Maryville University. RFG Advisory is an enterprise registered investment adviser serving individuals, charitable organizations, corporations, ERISA retirement plans, and other institutional clients. The firm offers discretionary portfolio management, financial planning, retirement plan consulting, and acts as a sub-adviser to a multi-ETF suite, utilizing a combination of active and passive investment strategies alongside curated alternative investment options.

Ibraheem Ahmad Amin is a financial advisor at RFG Advisory, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at Crescent Private Wealth and Edward Jones. Before entering the financial services field, he held positions at Coral Construction, Anwar Al-Quds, and the University of Jordan. RFG Advisory is an enterprise registered investment adviser serving individuals, charitable organizations, corporations, ERISA retirement plans, and institutional clients. The firm offers discretionary portfolio management, financial planning, retirement plan consulting, and acts as an adviser to exchange-traded funds, using a combination of in-house model strategies and third-party platforms to provide tailored investment solutions.

William King is a CFP® professional with six years of industry experience, currently serving as a financial advisor at RFG Advisory, LLC. His prior experience includes roles at Cetera Advisor Networks, Voya Financial Advisors, and Northwestern Mutual. He serves as treasurer on the board of Patriot Equity Credit Union. RFG Advisory is an enterprise registered investment adviser serving individuals, charitable organizations, corporations, ERISA retirement plans, and other institutional clients. The firm employs a combination of active and passive strategies across various investment vehicles and acts as a sub-adviser to a multi-ETF suite, offering tailored portfolio management and consulting services.

Caroline Ryals is a financial advisor at RFG Advisory, LLC with four years of industry experience. She holds a Series 66 designation and has worked in private client services since 2021. Her background includes roles at the University of Alabama and involvement with the Alabama Panhellenic Association. RFG Advisory is an enterprise registered investment adviser serving individuals, charitable organizations, corporations, ERISA retirement plans, and institutional clients. The firm offers discretionary portfolio management, financial planning, and consulting, utilizing a combination of in-house and third-party investment strategies, including active and passive ETFs, mutual funds, direct indexing, and private investments.