Jordan Hutchison

Jordan Hutchison

Vice President of Technology and Operations

RFG Advisory

Dr. Jordan Hutchison is a growth-oriented thought leader in the financial industry, consistently at the forefront of innovation. After earning a Bachelor of Science in Psychology and General Business from the University of Montevallo, he discovered his passion for finance, subsequently obtaining a Master’s in Financial Planning & Counseling from the University of Alabama. He began his career as a financial advisor, focusing on the behavioral side of finance, and later pursued a Doctorate in Behavioral Finance, specializing in positive psychology and financial planners.

In 2018, Jordan transitioned from financial advising to FinTech, helping startups create innovative solutions for advisors and their clients. He has contributed significantly to companies like SignatureFD, Monstro.AI, XY Planning Network, and Shaping Wealth, by managing enterprise relationships, assembling wealth technology platforms, leading sales, and coaching advisors. His expertise now drives his role as VP of Technology and Operations at RFG Advisory, where he works on enhancing technology and strategies to improve client and advisor experiences.

Additionally, Jordan is an adjunct professor at Kaplan’s College for Financial Planning, teaching courses in Behavioral Finance and Psychology of Financial Planning. Outside of work, he enjoys spending time with his wife Leslie and their two children, Roman and Sabina, as well as reading, watching sports, and continuing his education. A basketball enthusiast, his favorite teams are the Duke Blue Devils and the Boston Celtics.

Featured Sessions

Wednesday, October 29, 2025
4:00 pm

You’ve heard the possibilities and seen the power of AI in action—but real transformation depends on more than great technology. Success comes down to execution. In this closing panel, industry leaders will share best practices for implementing AI solutions across financial planning and wealth management firms. From aligning leadership and building internal champions, to training teams and integrating AI into daily workflows, this session will provide a roadmap for turning inspiration into adoption. Walk away with practical strategies to ensure your firm doesn’t just talk about AI innovation—it lives it.