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Jodi V
CFP®, Series 63, Series 66
Pennington, NJ
The AmeriFlex Group
Jodi Viaud is a CFP® professional with 14 years of industry experience, currently affiliated with The AmeriFlex Group. Her prior roles include positions at Cambridge Investment Research, Osaic/ROYAL ALLIANCE ASSOCIATES, and Sii. She is also the owner of Knox Grove Financial, LLC, a financial services business based in Pennington, NJ. The AmeriFlex Group provides investment advice and related services to individuals, corporations, employee benefit plans, and charitable organizations. The firm offers discretionary and non-discretionary 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.
Christina N
CFP®, Series 63, Series 66
Pennington, NJ
The AmeriFlex Group
Christina Nash is a CFP®-certified financial advisor with 21 years of industry experience. She is currently with The AmeriFlex Group and has previously worked at Cambridge Investment Research, Osaic/ROYAL ALLIANCE ASSOCIATES, and Sii. Nash is also an author and educator, involved in writing and speaking engagements. 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, delivering services through a network of advisory affiliates using multiple program platforms and custodial arrangements.
Brandon George S
Series 66
Pennington, NJ
The AmeriFlex Group
Brandon George Slinn is an investment advisor representative with The AmeriFlex Group, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Cambridge Investment Research, Inc. and OSAIC. Outside of advisory services, he is involved with Knox Grove Financial LLC, focusing on paraplanning and insurance-related activities. 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 model asset allocations, discretionary manager relationships, and multiple wrap program platforms.
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