Sara Kappos is a financial advisor at The AmeriFlex Group with 13 years of industry experience. She holds the CFP® designation and Series 65 and 63 licenses. Prior to joining AmeriFlex, she worked for Commonwealth Financial Network and has been involved with Blue Hills Wealth Management since 2013. 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, utilizing various model asset allocations and discretionary manager relationships to tailor advice to client needs.

Michael Powers is a financial advisor with The AmeriFlex Group and holds a Series 66 designation. He has three years of industry experience and has previously worked at firms including Commonwealth Financial Network, Equitable Advisors, and New York Life Insurance Company. Outside of finance, he has experience working with local businesses such as Dino's and Cal's Brick Oven Pizzeria Company. 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.

Daniel Romaine is a CFP®, ChFC®, and Series 63 credentialed financial advisor with 41 years of industry experience. He is currently affiliated with The AmeriFlex Group and Cambridge Investment Research, and he has been president of Romaine Financial Services Corp. dba Blue Hills Wealth Management since 1998. Additionally, he serves as a board member for the Upper Mad River Road Country Homeowners Association. The AmeriFlex Group provides investment advice and related services to individuals, corporations, employee benefit plans, and charitable organizations. The firm offers a range of portfolio management, financial planning, and consulting services delivered through a network of advisory affiliates and multiple program platforms.