Strengthens institutional investment management and advances a unified, intelligence-driven experience for independent Advisors

BIRMINGHAM, Ala., April 28, 2026–(BUSINESS WIRE)–RFG Advisory (“RFG”), an innovator in the wealth management industry dedicated to helping independent financial Advisors build their business without compromise, today announced the appointment of Mark Gilbert, co-founder and CEO of Zocks Communications (“Zocks”), and Jim Patrick, a seasoned financial services executive, to its board of directors. These additions strengthen both sides of RFG’s platform, pairing deep investment experience with continued advancement of the firm’s technology and data infrastructure.

Together, the appointments…