Grant Shulman is a CFP® professional with two years of experience currently serving as a financial advisor at The AmeriFlex Group. He previously worked at C2P Capital Advisory Group and has been involved with Middletown Sports Complex as an independent marketer. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates. The firm offers customized portfolio management, financial planning, and retirement plan consulting utilizing various investment platforms and model strategies.

Gregory Shulman is a CFP® and ChFC® with 33 years of experience in financial advisory roles. He is currently affiliated with The AmeriFlex Group and has held positions at multiple firms, including Cambridge Investment Research, C2P Capital Advisory Group, and M Holdings Securities. Outside of his advisory work, Mr. Shulman serves as President and Elder on the board of Manasquan Presbyterian Church and chairs its finance 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, and retirement plan consulting, delivering customized strategies via various model asset allocations and discretionary or non-discretionary management relationships.