Shannon Spotswood has redefined modern RIA leadership through a combination of strategic innovation, advisor advocacy and measurable business growth. Appointed CEO of RFG Advisory in 2024 after serving more than nine years as president, Spotswood has helped transform the firm into a leading example of the “RIA of the future” — combining institutional-quality infrastructure with an advisor-first culture designed to help independent advisors scale and thrive. Under her leadership, RFG grew assets under management from $5.6 billion to $7.3 billion in 2025 while advisors achieved an average organic growth rate of 13%, exceeding industry benchmarks. Spotswood also led several transformative initiatives, including the launch of ClickONE, RFG’s unified AI-powered operating system that streamlines advisor workflows and integrates previously fragmented technology systems into a seamless experience