RFG Advisory is an innovator in the wealth-management industry. Passionately committed to serving independent financial advisors and their clients, RFG Advisory delivers to advisors a cutting-edge integrated technology platform to manage their practice, multi-custodial relationships, institutional-caliber investment management, and a professional management team. With offices throughout the Southeast, Midwest, and California, RFG Advisory’s services include comprehensive wealth management, financial plan consulting, and personalized one-on-one financial-life management for families, individuals, executives, and entrepreneurs. Investment advice offered through RFG Advisory Group, a registered investment advisor.

Our corporate team is made up of A-players who are carefully selected for each role. We offer our team members a lot of autonomy in their roles with a team to lift you when you need help and celebrate when you are victorious. It's a very friendly, collaborative environment with an exceptional workplace culture. The leadership team is incredibly talented, focused on employee well-being, and committed to supporting the professional development of their team members.




Birmingham, AL

Dothan, AL

Louisville, KY

Madison, AL

Nashville, TN

Omaha, NE

Salina, KS

Santa Fe, NM

St. Louis, MO

Our Team

  • Bobby White

    Chairman/Chief Executive Officer

  • Shannon Spotswood


  • Rick Wedell

    Chief Investment Officer

  • Bruce Wiitala

    Executive Director of Business Development

  • Frank Vetrano

    Managing Director/Controller

  • Vicki Scoles

    Managing Director/Chief Compliance Officer

  • Paul Yeager

    Director of Operations

  • Matt Meinecke

    Director of Technology

  • Caroline Hottle

    HR Manager

  • Janine Bevelle

    Transition Manager

  • Addison Janz

    Technology Relationship Manager

  • Kristy Puckett

    Business Development Lead

  • Scherri Nix

    Senior Corporate Accountant - Billing Specialist

  • Meredith Graham

    Corporate Accountant

  • Gibson Bosworth

    Social Media and Content Strategist

  • Stephanie Farris

    Transition Specialist

  • Theresa Deunke

    Transition Specialist/Client Service Coordinator

  • Karen Millspaugh

    Operations Associate

  • Julie Holloway

    Operations Associate

  • Ashley Mann

    Director of Compliance

  • Kimberley Dowdy

    Administrative Operations Associate

  • Eric Larson

    Head of Institutional Trading

  • Jenny Gaines

    Systems Administrator