RFG is built for independent advisors.

RFG Is a Top 300 RIA

Founded by producing advisors in 2003 | Professionally managed hybrid RIA dedicated to supporting advisors | Multi Custodial | Innovative Practice Management Platform

Executive Team

Executive Team

Bobby White

Chairman + CEO

In 2003, Bobby founded RFG Advisory. His leadership abilities, passionate commitment to the independent RIA model and genuine desire to help clients pursue their personal goals led him to this point. Bobby is devoted to helping advisors pursue their dreams and maximize the value of their independent practice. He brings two decades of experience to the table and loves to discuss, craft and help advisors execute a well-planned succession strategy. Bobby also leads RFG Advisory’s business consulting efforts. He meets with each advisor quarterly to share best practices, and enthusiastically recruits advisors to join RFG Advisory.

“Be in business for yourself, not by yourself” is Bobby’s favorite quote and he has built RFG Advisory’s management team and infrastructure to support this motto.

Bobby enjoys spending time with his two children, Sela and Garrett. He also loves college football, traveling and hunting.

bwhite@rfgadvisory.com

Shannon Spotswood

President

Shannon Spotswood is a 25-year industry veteran in financial services with anoutstanding reputation built on leadership roles in investment banking, hedgefund management, and business development. At RFG Advisory, Shannonoversees all aspects of RFG 2.0, a fully integrated platform designed forindependent financial advisors and the implementation of strategic initiativescontributing to advisor success. Joining RFG Advisory in 2015, Shannonrecognized the opportunity to combine her entrepreneurial experience with herpassion to build an innovative, advisor-focused RIA of the future.

Under Shannon’s leadership, RFG Advisory was named Best Places to Work forFinancial Advisors in 2021 and a Finalist for the InvestmentNews InnovationAwards 2021. In 2020, Financial Times named RFG Advisory a Top 300 RIA out of13,000 firms. In 2020, Shannon was named 2020 Women to Watch Honoreeby InvestmentNews and received industry-wide recognition for StrongHer Money,a turn-key education and advisor referral platform focused on serving women.

In an industry marked by accelerated change and disruption, Shannon is astandout. She is a frequent speaker at conferences, podcasts, and industry eventson strategic execution, operational excellence, technology, and best practices onleading, recruiting, and mentoring next-gen talent and financial advisors. Shealso has experience talking about start-ups, having built a luxury children’sclothing brand Busy Bees Kids from the ground floor up. With her partner, BusyBees grew from a trunk-show business based in a garage to a successful brandfeatured in Vogue and carried in more than 150 stores and online.

Shannon’s career is characterized by a blend of leadership, vision, and grit.Before joining RFG Advisory, Spotswood served 20 years in San Francisco,working as an Investment Banker, Hedge Fund Portfolio Manager, andEntrepreneur. For 10 years Shannon worked at Symphony Asset Management,an $18 billion hedge fund acquired by Nuveen Investments in 2001 where shespent six years as the Portfolio Manager of a long-short equity hedge fund.Before that, she worked as a Research Analyst/Trader at EGM Capital and anInvestment Banking Analyst and Associate in M&A at Volpe, Brown Whelan & Co, a technology-focused investment bank.

Shannon earned a Bachelor of Arts in Economics and Political Science from theUniversity of Arizona. She currently serves as Vice Chairman (Chairmanbeginning July 21) for the Birmingham EducationFoundation and serves on theAdvisory Board of Alabama Futures Fund, an early-stage VC fund.

Shannon lives in Birmingham, Alabama, where she and her husband haveraised their son and two daughters.

Community Boards

  • Birmingham Education Foundation, Executive Committee Vice President, Board Member
  • All In, Executive Committee, Board Member

Professional Boards

  • Orion Advisor Tech, Advisory Board Member
  • TD Ameritrade, Advisory Council Board Member
  • Alabama Futures Fund, Advisory Board Member

sspotswood@rfgadvisory.com

Rick Wedell

Chief Investment Officer

Rick Wedell joined RFG Advisory as Partner and Chief Investment Officer (CIO)in 2016. As CIO and leader of RFG's Investment Team, Rick manages multi-asset portfolios and provides strategic insights on asset allocation and portfolioconstruction. Rick also leads the design and enhancements of RFG's custom-built, institutional-caliber, client-focused investment platform known as"Bluemonte", currently managing over $3 billion of assets under management.

Rick's guiding principle is simple, straightforward analysis coupled with aconsistent, rigorous investment process. Recognizing that foundations andfamily offices often enjoy a significantly higher level of access andsophistication around portfolio management, Rick designed an innovativeinvestment experience focused on bringing that level of service and directaccessibility to financial advisors at RFG Advisory.

Veteran Investor/Market-Tested Leader

Before joining RFG, Rick spent 12 years at Bain Capital Credit, where he rosethrough the ranks to become Executive Vice President, Head of Fixed IncomeConsumer Investments, and Assistant Portfolio Manager. Rick played aninstrumental role in helping Bain grow to become a global investmentpowerhouse, serving client assets in excess of $30 billion.

Managing portfolios through the volatile markets of 2001 and 2008, Rickexperienced firsthand the importance of portfolio diversification and the trade-offs between risk and portfolio return. He applies those same lessons today tomanaging client and institutional portfolios at RFG Advisory.

2021 ThinkAdvisory Luminary

Recently named a 2021 LUMINARY by ThinkAdvisor for Thought-Leadership &Education, Rick conducts client events, seminars, and workshops around thecountry and a bi-weekly series called Market Commentary with Rick Wedell onYouTube. From customized asset allocation recommendations to detailedinvestment analysis, he also works one-on-one with our Advisors and theirclients to construct customized portfolios that help meet their defined goals.

Under Rick's leadership, RFG Advisory was named a Finalist for theInvestmentNews Innovation Awards 2021 and Best Places to Work for FinancialAdvisors, in addition to other industry accolades from Barron's, Financial Times,Money Management Institute, and WealthManagement.com.

Rick has an MBA from the Stanford Graduate School of Business, where he wasawarded the Henry Ford II Scholar. He earned a B.A. in Applied Mathematics &Economics from Harvard University, Magna Cum Laude.

Advisory Board

RFG Advisory brings together great minds to support our goal of building a best in class RIA.


Doug Coltharp

Doug Coltharp

CFO Encompass Health
Former CFO SAKS Incorporated
Board Member Underarmour

Zane Tarence

Zane Tarence

Managing Director of Founders
Investment Banking's Technology Practice

Stan Graves

Stan Graves

President Graco Resources
VP Energen

Doug Coltharp

Howard Nelson

Managing Partner MN Capital Strategies
CFO Colonial Properties Trust

Brant McDuffie

Brant McDuffie

Managing Director & Head of Rates &
Securitized Products Group At Stifel, Nicholas, Inc.

Leadership

RFG Advisory invests in top talent to support our affiliated independent advisors.


Bruce Wiitala

Bruce Wiitala

bwiitala@rfgadvisory.com
Executive Director of Business Development

Kristy Puckett

Kristy Puckett

kpuckett@rfgadvisory.com
Business Development Lead

Matt Meinecke

Matt Meinecke

mmeinecke@rfgadvisory.com
Director of Technology

Janine Bevelle

Janine Bevelle

jbevelle@rfgadvisory.com
Transition Manager

Paul Yeager

Paul Yeager

pyeager@rfgadvisory.com
Director of Operations

Vicki Scoles

Vicki Scoles

vscoles@rfgadvisory.com
Managing Director/Chief
Compliance Officer

Frank Vetrano

Frank Vetrano

fvetrano@rfgadvisory.com
Managing Director/Controller

Caroline Hottle

Caroline Hottle

chottle@rfgadvisory.com
Manager of Human Resources

Scherri Nix

Scherri Nix

snix@rfgadvisory.com
Senior Accountant

Eric Larson

Eric Larson

elarson@rfgadvisory.com
Head Institutional Trader

Gibson Bosworth

Gibson Bosworth

gbosworth@rfgadvisory.com
Social Media and Content Strategist

Independence is the name of the game — and RFG is absolutely where you need to be.

Learn more now about joining RFG or a RFG partner firm by talking to Kristy Puckett, RFG’s Business Development Lead. After all, it’s just a conversation — not a commitment, right?

You can call Kristy now at 205.218.6962, email her at kpuckett@rfgadvisory.com or send her a message below to learn how you can unleash your growth potential by becoming an independent advisor affiliated with RFG.

Kristy Puckett
Schedule a Call With Us