Mary Huntley is a CFP® with 23 years of experience in the financial services industry. She is currently affiliated with RFG Advisory, LLC and has held roles at Cambium Wealth Partners, Independent Financial Group LLC, and Taylor, Padgett, Palmer Financial Group. Huntley serves on the board of the Northern Arizona University Foundation and participates in local nonprofit activities including Camp Verde 4 Community and Tynkertopia. RFG Advisory is a multi-team registered investment adviser with approximately 178 advisors managing around $8 billion for over 17,000 clients. The firm offers portfolio management, financial planning, retirement plan consulting, and access to alternative investments, utilizing a mix of active and passive strategies with a focus on risk management.

Joshua Szyman is a CFP® professional with 11 years of industry experience, currently serving at RFG Advisory, LLC. He has a background spanning roles at Independent Financial Group and Cambium Wealth, among others. In addition to his advisory work, he is involved in estate planning and legal services through Cambium Law Group and tax practice management via Cambium Tax Planners, LLC. RFG Advisory is a multi-team registered investment adviser with approximately 178 advisors managing around $8 billion for over 17,000 clients, including individuals, high-net-worth households, trusts, retirement plans, and institutional accounts. The firm employs a mix of actively managed and passive strategies, direct indexing, and tax-aware approaches, providing portfolio management, financial planning, retirement consulting, and 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 worked with RFG Advisory and its dba Cambium Wealth Partners since 2025. Outside of her advisory role, she leads and assists with workshops focused on personal growth, community, fulfillment, and sustainable living, and provides coaching services supporting clients’ personal and professional development. RFG Advisory is a multi-team registered investment adviser with approximately 179 advisors managing about $8 billion for more than 17,000 clients. The firm serves individuals, high-net-worth households, trusts, retirement plans, and institutional accounts, employing a mix of actively managed and passive strategies with an emphasis on risk-managed portfolios and access to alternative investments.