Vestavia Hills, AL Office

Caroline Ryals is a financial advisor at RFG Advisory, LLC with four years of industry experience. She holds the Series 66 designation and has worked at RFG Advisory since 2018, including her current role starting in 2021. Her background includes positions with Private Client Services and involvement with the Alabama Panhellenic Association. RFG Advisory is a multi-team registered investment adviser with approximately 179 advisors managing around $8 billion for over 17,000 clients. The firm serves a range of clients including individuals, high-net-worth households, trusts, retirement plans, and institutional accounts, offering portfolio management, financial planning, retirement consulting, and access to both proprietary and third-party investment strategies.

Brock Eson is a financial advisor at RFG Advisory, LLC with 19 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at firms including Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and Metlife Securities Inc. In addition to his advisory role, he engages in insurance sales and policy evaluation through Crump. RFG Advisory is a multi-team registered investment adviser with approximately 178 advisors managing around $8 billion for over 17,000 clients. The firm serves individuals, high-net-worth households, trusts, retirement plans, and institutional accounts, offering portfolio management, financial planning, and access to various investment strategies including alternative investments and annuity management.

Zachary Wicker is a financial advisor at RFG Advisory, LLC with seven years of industry experience. He holds the Series 63 and Series 65 designations. His prior roles include positions at Northwestern Mutual Wealth Management Company and Energen Resources/Diamondback Energy. RFG Advisory is a multi-team registered investment adviser with approximately 178 advisors managing about $8 billion for over 17,000 clients, including individuals, high-net-worth households, trusts, retirement plans, and institutional accounts. The firm combines actively managed and passive strategies, direct indexing, and tax-aware approaches across a range of client types and investment vehicles.

Jake Travis is a financial advisor at RFG Advisory, LLC with 12 years of industry experience. He has previously worked at CONCOURSE FINANCIAL GROUP SECURITIES INC and provides advisory services through Private Client Services. RFG Advisory is a multi-team registered investment adviser with approximately 178 advisors managing about $8 billion for over 17,000 clients. The firm serves individuals, high-net-worth households, trusts, retirement plans, and institutional accounts, employing a combination of actively managed and passive strategies, including tax-aware approaches and alternative investments.

Robert Agnew Jr. is a financial advisor with RFG Advisory, LLC, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He previously worked for Wells Fargo Advisors Financial Network LLC for ten years and has been with RFG Advisory since 2019. Agnew also operates Agnew Wealth Management, LLC. RFG Advisory is a multi-team registered investment adviser with about 178 advisors managing approximately $8 billion for over 17,000 clients. The firm serves individuals, high-net-worth households, trusts, retirement plans, and institutional accounts, employing a mix of actively managed and passive investment strategies, including direct indexing and tax-aware approaches, with a focus on risk-managed portfolios.

Marcia Miller is a financial advisor with RFG Advisory, LLC, holding a Series 65 designation and 15 years of industry experience. She previously worked at Accelerated Wealth Advisors, LLC, Wealth Investment Solutions, LLC, and Wealth Planning Services Inc. In addition to her advisory role, she works as an insurance agent with the Financial Independence Group. 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 through a range of portfolio management and financial planning services, utilizing both proprietary and third-party strategies with an emphasis on risk-managed, tax-aware approaches.

Jared Keeley is a CFP® and Series 65-licensed financial advisor at RFG Advisory, LLC with three years of industry experience. He has worked at several firms, including Millennium Advisory Services, Inc., Bouchard & Associates/Commonwealth Financial Network, and Cary Street Partners. RFG Advisory is a multi-team registered investment adviser with approximately 178 advisors managing around $8 billion for over 17,000 clients. The firm serves individuals, high-net-worth households, trusts, retirement plans, and institutional accounts using a mix of actively managed and passive strategies, direct indexing, and tax-aware approaches.

Eric Larson is a financial advisor with RFG Advisory, LLC, holding Series 63 and Series 65 licenses and has five years of industry experience. He previously worked at Invesco and Oppenheimer Funds. RFG Advisory is a multi-team registered investment adviser with approximately 178 advisors managing around $8 billion for over 17,000 clients, including individuals, high-net-worth households, trusts, retirement plans, and institutional accounts. The firm employs a mix of actively managed and passive strategies, direct indexing, and tax-aware approaches, and serves a diverse client base with portfolio management, financial planning, and retirement plan consulting services.

Amanda Skinner is a CFP® professional currently with RFG Advisory, LLC, where she has been an advisor since 2025. She has two years of industry experience and previously worked at multiple firms including Northwestern Mutual Investment Management. Outside of financial advising, she is a brand representative for Rodan + Fields, a multi-level marketing company specializing in skincare products. RFG Advisory is a multi-team registered investment adviser with approximately 178 advisors managing around $8 billion for over 17,000 clients. The firm serves individuals, high-net-worth households, trusts, retirement plans, and institutional accounts using a combination of actively managed and passive strategies, direct indexing, and alternative investments.

David Evans is a CFP® and ChFC® with nine years of industry experience. He currently works at RFG Advisory, LLC, having previously spent a decade with Northwestern Mutual in various wealth management and insurance roles. 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 offers portfolio management, financial planning, retirement plan consulting, and access to proprietary and third-party investment strategies, serving individuals, high-net-worth households, trusts, retirement plans, and institutional accounts.

Robert Brown is a financial advisor with RFG Advisory, LLC, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. He previously worked at Merrill for 38 years and Bank of America for 10 years. Outside of his advisory role, he is co-owner of a children's clothing business with his wife. RFG Advisory is a multi-team registered investment adviser with approximately 178 advisors managing around $8 billion for over 17,000 clients, including individuals, high-net-worth households, trusts, retirement plans, and institutional accounts. The firm employs a mix of actively managed and passive ETF/mutual fund models, direct indexing, and tax-aware strategies, and it serves a range of clients including investment companies, municipalities, and those seeking alternative investments and annuity management.

Alison Castellano is a financial advisor at RFG Advisory, LLC with four years of industry experience. She holds a Series 66 designation and previously worked in education with Vestavia Hills and Hoover City Schools, as well as experience at LULULEMON. RFG Advisory is a multi-team registered investment adviser with approximately 178 advisors managing about $8 billion for over 17,000 clients, including individuals, high-net-worth households, trusts, retirement plans, and institutional accounts. The firm employs a mix of actively managed and passive strategies with a focus on risk management and also serves as sub-adviser to the Bluemonte family of ETFs.

Wesley Miller is a financial advisor with RFG Advisory, LLC, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. Prior to joining RFG Advisory, he worked at Northwestern Mutual in various capacities between 2016 and 2021. He is also involved as an insurance agent with multiple firms, including Ash Brokerage, Dixon Wells Insurance Brokerage Firm, and The Palmer Agency. RFG Advisory is a multi-team registered investment adviser with approximately 178 advisors managing about $8 billion for over 17,000 clients. The firm serves individuals, high-net-worth households, trusts, retirement plans, and institutional accounts using a combination of actively managed and passive strategies, direct indexing, and tax-aware approaches, and also acts as a sub-adviser to the Bluemonte family of ETFs.

Richard Ohlrich is a financial advisor with RFG Advisory, LLC, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He has worked at several firms including Private Client Services, LLC, American Group Center For Wealth Planning, and LPL Financial. Outside of his advisory role, he is also an insurance agent affiliated with Crump Insurance, offering life and health insurance products. RFG Advisory is a multi-team registered investment adviser with approximately 178 advisors managing around $8 billion for over 17,000 clients. The firm serves individuals, high-net-worth households, trusts, retirement plans, and institutional accounts, employing a mix of actively managed and passive strategies, direct indexing, and tax-aware approaches, while offering access to proprietary and third-party investment models as well as alternative investments.

Vester Martin III is a financial advisor with RFG Advisory, LLC, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He previously worked at Edward Jones for 15 years and is the owner and founder of Cheaha Wealth Management. RFG Advisory is a multi-team registered investment adviser with approximately 178 advisors managing around $8 billion for over 17,000 clients, including individuals, high-net-worth households, trusts, retirement plans, and institutional accounts. The firm uses a combination of actively managed and passive strategies, tax-aware approaches, and alternative investments, and serves investment companies as well as state and municipal clients.