James Wilson Jr.

William Smith is a financial advisor at RFG Advisory, LLC with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at 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 an enterprise registered investment adviser serving individuals, charitable organizations, corporations, ERISA plans, and other institutional clients. The firm combines active and passive strategies across multiple investment vehicles and serves as a sub-adviser to a multi-ETF suite, offering a range of customized portfolio management and financial planning services.

James Keith is a financial advisor at RFG Advisory, LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Arbor Point Advisors and Securities America, Inc. Keith also owns and advises through ETA Investments. 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, utilizing a combination of active and passive strategies along with alternative investments.

James Smith is a financial advisor at LPL Financial with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Edward Jones and PNC Investments. Outside of advising, he is involved in farm management through MLS Farms. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment delivery options supported by an in-house research team and accommodates both advisory and brokerage needs.

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.

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.