Donald Buckley is a CFP® professional affiliated with The AmeriFlex Group, with 17 years of experience in the financial services industry. He has held roles at several firms, including Cambridge Investment Research, Inc. and American Portfolios Financial Services, Inc. Outside of advising, he is an associate attorney at Stamm Law Firm. The AmeriFlex Group provides investment advice and related services to individuals, corporations, employee benefit plans, and charitable organizations, offering tailored portfolio management and consulting through a network of advisory affiliates.

Daniel Kautz is a financial advisor with The AmeriFlex Group, holding Series 63 and Series 65 designations and 27 years of industry experience. His prior work includes roles at American Portfolios Financial Services, SagePoint Financial, OSAIC, and Cambridge Investment Research. Outside of his advisory work, he is the founder of Retirement By Design, a marketing-related venture. The AmeriFlex Group provides investment advice and related services to individuals, corporations, employee benefit plans, and charitable organizations. The firm delivers tailored portfolio management and consulting services through a network of advisory affiliates and multiple program platforms, including Cambridge-sponsored offerings.