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Quintin M

Series 66

Englewood, CO

The AmeriFlex Group

Quintin Mc Laran is a financial advisor with The AmeriFlex Group in Englewood, CO, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Cambridge Investment Research, Leigh Wealth Management Group, OSAIC, and SagePoint Financial, among others. 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, manager selection and monitoring, and retirement plan consulting, delivering customized strategies through various asset allocation models and wrap programs.

Wealth management Retirement income strategy Equity compensation tax strategy Business exit / sale strategy Founder/Business Owner Retired Executive
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Morgan D

Series 66

Englewood, CO

The AmeriFlex Group

Morgan Dyer is a financial advisor at The AmeriFlex Group with Series 66 registration and one year of industry experience. Prior to joining The AmeriFlex Group, Morgan worked at Cambridge Investment Research, Inc., and has been involved in roles outside finance, including time with The Cherry Creek School District, The Young Men's Christian Association, and a frozen yogurt business. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates and investment adviser representatives. The firm offers portfolio management, financial planning, and retirement plan consulting, utilizing customized strategies delivered through various investment platforms and ongoing account monitoring.

Wealth management Retirement income strategy Equity compensation tax strategy Business exit / sale strategy Founder/Business Owner Retired Executive
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Chad L

Series 65, Series 63

Englewood, CO

The AmeriFlex Group

Chad Leigh is a financial advisor with The AmeriFlex Group, holding Series 65 and Series 63 credentials and bringing 31 years of industry experience. He has worked at firms including Cambridge Investment Research, Kestra Advisory, and SagePoint Financial. He serves as a board member for the IT'S A CALLING FOUNDATION. 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 through model asset allocations and discretionary or non-discretionary manager relationships.

Wealth management Retirement income strategy Equity compensation tax strategy Business exit / sale strategy Founder/Business Owner Retired Executive
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Charles H

Series 66

Englewood, CO

The AmeriFlex Group

Charles Hollenbaugh is an investment adviser representative with The AmeriFlex Group, holding a Series 66 designation. He has been active in the industry since 2025 and has concurrent affiliations with Cambridge Investment Research, Inc. and Leigh Wealth LLC. Outside of his advisory roles, he has been involved with Invited Clubs since 2022. The AmeriFlex Group provides investment advice and related services to individuals, corporations, employee benefit plans, and charitable organizations. The firm offers portfolio management, financial planning, third-party money manager selection, and retirement plan consulting through a network of advisory affiliates and multiple program platforms.

Wealth management Retirement income strategy Equity compensation tax strategy Business exit / sale strategy Founder/Business Owner Retired Executive
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