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.

Luke Banks is a financial advisor at Thrivent Investment Management with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including LPL Financial, Wells Fargo Clearing, and Flagstar Bank. His current tenure at Thrivent began in 2024. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning on a broad range of topics, typically delivered as one-time or ongoing engagements, without discretionary trading authority or institutional portfolio management.