Stephanie Carr is a financial advisor with The AmeriFlex Group based in Englewood, Colorado. She holds a Series 66 designation and has 20 years of industry experience. Her prior roles include positions at Planning Resources, Inc., Cambridge Investment Research, Inc., and OSAIC. 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 monitoring, and retirement plan consulting through a network of advisory affiliates and multiple program platforms.

Brian Brubaker is a CFP® and Series 66-registered financial advisor with six years of industry experience. He is currently with The AmeriFlex Group and has prior experience at Kestra Advisory, Kestra Investment Services, OSAIC, and Cambridge Investment Research. 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 monitoring, and retirement plan consulting through a network of advisory affiliates and multiple program platforms.

James Brubaker is a financial advisor with The AmeriFlex Group based in Englewood, Colorado. He holds the ChFC® designation and has 44 years of industry experience. His prior experience includes roles at Kestra Advisory, Kestra Investment Services LLC, and ERSI Exit & Retirement Strategies Inc. He serves as a board member and officer in related business activities. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates and representatives. The firm offers customized portfolio management, financial planning, and retirement consulting, utilizing a variety of investment models and custodians.

Tad Lyle is a financial advisor with The AmeriFlex Group in Englewood, CO, holding Series 63 and Series 65 licenses and 36 years of industry experience. His career includes roles at Cambridge Investment Research, OSAIC, Sagepoint Financial, Principal Securities, and Planning Resources. 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 money manager selection, and retirement plan consulting, delivering customized strategies through various model allocations and discretionary or non-discretionary manager relationships.

Micah Strode is a Series 66 licensed financial advisor with six years of industry experience. He is currently with The AmeriFlex Group and has previously worked at Cambridge Investment Research, OSAIC, SagePoint Financial, Principal Securities, Principal Life Insurance Company, and ALPS Fund Services. Outside of his advisory role, he owns a business focused on insurance, benefits, and human resources. 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 consulting through a network of advisory affiliates and multiple program platforms.

John Morris is a CFP® and holds a Series 66 license with one year of industry experience. He is currently affiliated with The AmeriFlex Group and Cambridge Investment Research, Inc. Prior to this, he worked at Osica Wealth Inc and ERSI Wealth Management. 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 advice through model asset allocations and discretionary or non-discretionary manager relationships.

Stephen Brubaker is a CFP® professional with 19 years of experience in financial advising. He is currently with The AmeriFlex Group and has previously worked at Cambridge Investment Research, Kestra Advisory Services, and KESTRA Investment Services. Outside of his advisory work, he serves as president of the Cherry Creek Softball Booster Club and volunteers for a local organization called Slammers, as well as participating on a golf committee. 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 money manager selection and monitoring, and retirement plan consulting, providing customized advice and various investment solutions through discretionary and non-discretionary manager relationships.

Jennifer Kast is a CFP® certificant with 12 years of industry experience, currently an advisor at The AmeriFlex Group. She has previously worked at Kestra Advisory and Cambridge Investment Research, Inc. Outside of her advisory role, she owns a food and beverage business, APIS COFFEE, LLC. 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 retirement plan consulting, delivering customized strategies across various platforms and custodians.

Dustin Carr is a financial advisor with The AmeriFlex Group, holding a Series 66 designation and bringing 23 years of industry experience. His prior work history includes roles at Principal Life Insurance Company, Principal Securities Inc, Planning Resources Inc, 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 and investment adviser representatives. The firm offers customized portfolio management, financial planning, and retirement plan consulting, utilizing model asset allocations, discretionary and non-discretionary manager relationships, and multiple custodians.