Markell Bryant, CFP®, CPWA®, CEPA®
Founder
Financial planning, private wealth, and exit strategy for Metro Atlanta families and business owners.
Who We Are
A Planner Who Believes the Plan Only Works If You Follow It.
Obedient Wealth Planning was built around one idea: real financial progress comes from having a plan and staying disciplined enough to live it out.
Founder
Read Markell’s Full Bio
Meet Markell
Markell Bryant, CFP®, CPWA®, CEPA® · Founder
Markell learned about money the slow way, starting with a coin jar in his childhood home. Years later, after time as an insurance underwriter, in banking, and a decade as a financial advisor, he built Obedient Wealth Planning around what that gap taught him: a plan only works if you follow it.
He starts every relationship with your family and your goals. The numbers come after, once he understands what they’re supposed to make possible.
Our Values
What C.H.I.R.P. Means to Us
Continuous Improvement
We don’t stay stagnant. We keep learning and keep refining how we plan.
Honesty
We’re direct about tradeoffs, limitations, and what’s realistic, even when it’s not the easy answer.
Integrity
We do the right thing whether or not anyone’s watching.
Respect
You’re a person to us, not an account.
Partnership
We work alongside you. This is something we build together.
Our Team
Meet Our Team
In Partnership With RFG Advisory
Meet the Team Behind the Plan
Independent, not alone
Obedient Wealth Planning is affiliated with RFG Advisory, giving Markell the backing of an established advisory platform while preserving the independence to build a practice entirely his own.
Working With Established Custodians
Partnership
Backed by RFG Advisory
Obedient Wealth Planning operates independently, with investment advisory services offered through RFG Advisory, LLC, a registered investment adviser. That relationship gives Markell access to institutional-level resources and support, while keeping the day-to-day relationship with clients local, personal, and centered on Metro Atlanta families.
RFG Advisory Leadership
The team behind the platform
The leadership group at RFG Advisory, the platform supporting Markell’s independent practice.
Shannon Spotswood
Chief Executive Officer, RFG Advisory
Shannon leads RFG Advisory’s mission to give independent financial advisors the platform, technology, and support to build their own vision.
Ed Swenson
President, RFG Advisory
Ed brings decades of experience building platforms for independent advisors, overseeing RFG’s strategic growth and advisor support.
Rick Ohlrich
Chief Compliance Officer
Rick leads compliance for RFG Advisory, supporting the standards and oversight behind every advisor practice on the platform.
Jordan Hutchison
VP of Technology and Operations
Jordan oversees technology and operations at RFG Advisory, helping ensure advisors like Markell have reliable, modern infrastructure behind their practice.
Frank Vetrano
VP of Finance and Accounting
Frank oversees accounting and financial operations for RFG Advisory.
Caroline Hottle
Vice President of Human Resources
Caroline leads human resources for RFG Advisory, supporting the people behind the platform.
Gibson Bosworth
Sr. Director of Advisor Marketing Strategy
Gibson leads marketing strategy for RFG’s independent advisors, including the brand behind Obedient Wealth Planning.
Kaitlin Grant
Sr. Director of Practice Development
Kaitlin supports RFG’s advisors in growing and refining their practices.
Jillian Berry
Sr. Director of StrongHer Money
Jillian leads StrongHer Money, RFG’s platform dedicated to helping women build financial confidence.
The Bluemonte Investment Team
The team behind the portfolios
Bluemonte is RFG Advisory’s institutional-caliber investment platform, the team behind the portfolio strategy and execution supporting Obedient Wealth Planning’s clients.
Rick Wedell
Chief Investment Officer, RFG Advisory
Rick leads RFG’s investment team and Bluemonte, bringing rigor and consistency to portfolio construction across the RFG community.
Eric Larson
VP of Investment Solutions
Eric supports RFG’s investment strategy and portfolio solutions.
Patrick Sittner
Sr. Director, Portfolio Strategy
Patrick contributes to portfolio strategy and investment research as part of the Bluemonte team.
Paul Wankmueller, CMT
Director, Institutional Trading
Paul oversees institutional trading for the Bluemonte platform, helping ensure client portfolios are executed with precision.
In Partnership With RFG Advisory
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