Joshua Brooks is a CFP® and Series 66-registered financial advisor with five years of industry experience. He currently works at The AmeriFlex Group and has held prior roles at Cambridge Investment Research, OSAIC, Woodbury Financial Services, and COUNTRY Financial. Outside of his financial advisory work, he operates a woodworking business selling handcrafted items at local farmer markets. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, high-net-worth clients, corporations, and retirement plans through a network of advisory affiliates. The firm offers portfolio management, financial planning, third-party money manager selection, and retirement plan consulting, delivering customized strategies via multiple platforms and custodians.

Nathaniel Farney is a CFP® and Series 66-registered financial advisor with two years of industry experience. He is currently with The AmeriFlex Group and also affiliated with Cambridge Investment Research, Inc. His prior experience includes roles at Falstad & Associates Financial Services and Osaic Wealth Inc. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates. The firm offers portfolio management, financial planning, third-party manager selection, and retirement plan consulting, delivering customized strategies via model asset allocations, discretionary and non-discretionary manager relationships, and multiple custodial platforms.

Peter Falstad is a CFP® with 38 years of industry experience and is currently with The AmeriFlex Group. His prior experience includes roles at Woodbury Financial Services and OSAIC. Outside of his advisory work, he serves as a board member of Access Advocates, Inc., an organization focused on providing access for handicapped persons to public buildings, and volunteers as a swimming official in Illinois. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates. The firm provides customized portfolio management, financial planning, and retirement plan consulting, utilizing various wrap and non-wrap solutions and coordinating with multiple custodians.