VOLARE WEALTH - Key Persons

Job Titles:

• Client Service Coordinator

Bridget has 15 years of experience in the banking and mortgage industries. She is passionate about providing clients with a great experience and delivering superior results. Bridget joined RFG in 2022. Prior to joining RFG, she served in operational roles for a local St. Louis bank for almost six years and at Veterans United Home Loans in Columbia, MO, for the 4 years prior to that. She has Bachelor of Arts from the University of Missouri. Bridget and her husband, Kevin, have two children: Maeve and Mick. She is a baking, football, and outdoor enthusiast.

Job Titles:

• Co - Founder of StrongHer Money
• Financial Advisor, StrongHer Money Ambassador

Chris is an award-winning Certified Financial Planner™ and Wealth Advisor who is passionate about helping her clients create powerful plans and make smart choices as they prepare for a secure, rewarding financial future. She helps clients at every stage in their lives, from starting out, to wealth building, to retirement and beyond. "I became a Financial Advisor because I grew up in a house where money was the source of a lot of pain and tension. I vowed to not only build a different future for myself but to raise my family with the peace of mind that only comes from financial literacy and planning." Chris is co-founder of StrongHer Money, an educational platform designed to help women take control of their financial lives. She is also a Certified Divorce Financial Analyst® practitioner who specializes in helping divorcing couples and their lawyers reach equitable settlements. Chris is a six-time recipient of the Five Star Wealth Manager Award as featured in St. Louis Magazine*. Chris is the mother of two active boys, Ronnie and Danny, and a health enthusiast. *https://fivestarprofessional.com/awardwinners/stlwm. For the award methodology, click here: https://fivestarprofessional.com/public/wmresearch .Christine Wedell did not pay to participate the selection. This award is petition and granted on an ongoing annual basis.

Job Titles:

• Registered Client Service Associate

Julie has spent the last few years in a financial support role at Regions Bank. Before entering the financial services industry, she had many successful years as a Sales Representative. She also served in the US Army after graduating from the United States Military Academy. Julie and her husband have 7 children, 3 grandchildren, and 1 German Shepherd between them. They enjoy traveling throughout the country to visit their children and extended family. Julie also enjoys doing anything outdoors, but primarily running. Julie has spent the last few years in a similar role at Regions Bank. Before entering the financial services industry, she had many successful years as a Sales Representative. She also served in the US Army. Julie and her...

Job Titles:

• Advisor
• Financial Advisor, StrongHer Money Ambassador

Volare Wealth Advisor Laura Hinton offers investment advisory services only. She does not provide brokerage services. For nearly 30 years, Laura Hinton has been working with clients to assess and plan for their financial needs. Her focus is on providing fee-based financial planning for executives, business owners, entrepreneurs, and professionals. Laura works with clients to help identify their financial goals and work toward wealth accumulation and retention. "I became a Financial Advisor because my parents struggled to provide for my sister and me. This empowered me to consider a career path where I could educate others about financial matters and provide for my family down the road." Laura has a Bachelor of Science degree from the University of Montevallo and graduated from The American College of Financial Services with her Chartered Financial Consultant designation. Prior to joining RFG, Laura worked as a Financial Advisor at Bridgeworth, LLC, and Mass Mutual. She is an avid adventurer and lover of the outdoors.

Job Titles:

• Chief Investment Officer
• Partner and Chief Investment Officer ( CIO

Before joining RFG, Rick spent 12 years at Bain Capital Credit, where he rose through the ranks to become Executive Vice President, Head of Fixed Income Consumer Investments, and Assistant Portfolio Manager. Rick played an instrumental role in helping Bain grow to become a global investment powerhouse, serving client assets in excess of $30 billion. Managing portfolios through the volatile markets of 2001 and 2008, Rick experienced firsthand the importance of portfolio diversification and the trade-offs between risk and portfolio return. He applies those same lessons today to managing client and institutional portfolios at RFG Advisory. 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 portfolio construction. 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 a consistent, rigorous investment process. Recognizing that foundations and family offices often enjoy a significantly higher level of access and sophistication around portfolio management, Rick designed an innovative investment experience focused on bringing that level of service and direct accessibility to financial advisors at RFG Advisory.

Job Titles:

• Client Coordinator

Swan has nearly 20 years of experience working as an executive assistant in the financial services industry. She is skilled and dedicated with extensive experience in office management including the coordination, planning, and support of daily operational and administrative functions. Her supervisory experience includes team management of 15-plus employees. Swan has been with RFG for nearly five years. Prior to joining RFG, she worked as a Financial Services Administrative Assistant for a firm in St. Louis for six years and spent seven years as an Administrative Assistant at Regions Bank. She is the mother of one very active son, Charlie, and an outdoor enthusiast.

Recently named a 2021 LUMINARY by ThinkAdvisor for Thought-Leadership & Education, Rick conducts client events, seminars, and workshops around the country and a bi-weekly series called Market Commentary with Rick Wedell on YouTube. From customized asset allocation recommendations to detailed investment analysis, he also works one-on-one with our Advisors and their clients to construct customized portfolios that help meet their defined goals. Under Rick's leadership, RFG Advisory was named a Finalist for the InvestmentNews Innovation Awards 2021 and Best Places to Work for Financial Advisors, 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 was awarded the Henry Ford II Scholar. He earned a B.A. in Applied Mathematics & Economics from Harvard University, Magna Cum Laude.