Mary Huntley is a CFP® professional with 23 years of experience in the financial services industry. She is currently with RFG Advisory, LLC and also serves as a consultant at Cambium Law Group, specializing in estate planning. Huntley participates in nonprofit and community activities, including fundraising for Camp Verde 4 Community and serving on the advisory council for Tynkertopia, as well as being a board member of the Northern Arizona University Foundation. RFG Advisory provides investment advisory and planning services to individual and high-net-worth investors, retirement plans, and select institutional clients, including investment companies and government entities. The firm primarily delivers discretionary portfolio management using a variety of model strategies and third-party platforms, and it also serves as a sub-adviser to multiple ETFs while offering access to alternative investments and annuity platforms.

Joshua Szyman is a CFP®-designated financial advisor with 11 years of industry experience, currently affiliated with RFG Advisory, LLC. He has held roles at Cambium Wealth and Independent Financial Group and manages business activities related to tax planning and estate legal services through affiliated entities such as Cambium Tax Planners, LLC and Cambium Law Group. RFG Advisory provides investment advisory and planning services to a diverse client base, including individual and high-net-worth investors, retirement plans, and institutional clients. The firm’s investment approach involves primarily discretionary portfolio management utilizing proprietary model portfolios, third-party platforms, and specialized retirement technology, with additional services such as sub-advisory roles to ETFs and curated access to alternative investments.

Danielle Williams is a financial advisor at RFG Advisory, LLC with one year of industry experience. She holds a Series 66 designation and has previously worked with Private Client Services and Independent Financial Group LLC. Outside of her advisory role, Williams leads workshops and retreats focused on personal growth, community, fulfillment, and sustainable living, and is involved with Dancing Rabbit Inc., a nonprofit dedicated to ecological sustainability. RFG Advisory provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and select institutional clients. The firm offers discretionary portfolio management, financial and retirement plan consulting, and access to alternative investments, leveraging a range of model strategies and third-party platforms.