The AmeriFlex Group

Clarisa Hernandez is a CFP® and ChFC® with 17 years of industry experience. She is currently with The AmeriFlex Group and has held prior roles at Cambridge Investment Research, OSAIC, SagePoint Financial, North Star Consultants, and Securian Financial Services. Outside of her advisory work, she is an independent insurance agent for multiple companies. 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 through a network of advisory affiliates and multiple program platforms.

Diana Heu is a financial advisor with The AmeriFlex Group in Santa Barbara, CA, holding a Series 66 designation and 16 years of industry experience. Her work history includes positions at Cambridge Investment Research, OSAIC, and Sagepoint Financial. She is also an insurance agent. 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 using multiple program platforms.

Raz Bracha is a CFP® professional with seven years of industry experience, currently affiliated with The AmeriFlex Group. His prior roles include positions at Cambridge Investment Research, Sagepoint Financial, and Hornor Townsend & Kent Inc. Bracha is also involved in ownership and advisory roles in multiple investment-related entities. 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, and retirement plan consulting through a network of advisory affiliates and utilizes multiple program platforms to deliver tailored investment strategies.

John Prewitt is a financial advisor with The AmeriFlex Group in Dallas, TX, holding a Series 66 designation and 13 years of industry experience. His prior roles include positions at Cambridge Investment Research, OSAIC, SCF Investment Advisors, SCF Securities, and Woodbury Financial Services. Outside of advising, he is the owner of Prewitt CPA, PLLC, a tax services firm, and is involved in multiple business ventures including business coaching and wealth advisory services. 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, and retirement plan consulting through a network of advisory affiliates, utilizing multiple program platforms and custodial arrangements to implement tailored investment strategies.

Marshall Huddleston is a ChFC® credentialed financial advisor with 42 years of industry experience. He is currently affiliated with The AmeriFlex Group and Cambridge Investment Research, Inc., and has held positions at firms including OSAIC, Sagepoint Financial, Cetera Advisor Networks, Girard Securities, and Penn Mutual Life. The AmeriFlex Group offers investment advice and related services to individuals, corporations, employee benefit plans, and charitable organizations, using multiple program platforms and custodial arrangements to implement tailored strategies. The firm serves clients through a network of advisory affiliates and emphasizes manager-of-managers approaches and ongoing monitoring of third-party money managers.

Kelsey Anderson is a CFP® with eight years of industry experience currently serving as a wealth manager at The AmeriFlex Group. Prior to this, Anderson worked at Charles Schwab and TD Ameritrade. Outside of her advisory role, she is a committee member at the Country Club of Rancho Bernardo and president of Faye Financial Corp. 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 manager selection, and retirement plan consulting through a network of advisory affiliates and multiple program platforms.

Taylor Watson is a CFP® and Series 66-registered advisor with eight years of industry experience. He currently works with The AmeriFlex Group and Cambridge Investment Research, Inc., and has a longer tenure at Besselman and Associates. 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 manager selection, and retirement plan consulting through a network of advisory affiliates and multiple program platforms.

David Riback is a financial advisor at Oswego Wealth Management, Inc. with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including LPL Financial and Riback Wealth Management, Inc. Riback serves as a director for the Lake Oswego Chamber of Commerce. Oswego Wealth Management serves individual investors, trusts, and retirement plan participants with discretionary investment management, financial planning, and insurance services. The firm emphasizes globally diversified portfolios using third-party managers and incorporates tax sensitivity, systematic rebalancing, and ongoing oversight in its investment approach.

Eric Bailey is a financial advisor with The AmeriFlex Group, holding Series 63 and Series 66 licenses and 21 years of industry experience. His career includes roles at Sagepoint Financial and OSAIC before joining AmeriFlex in 2023, and he is currently also affiliated with Momentum Financial Partners 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 retirement plan consulting through a network of advisory affiliates using multiple program platforms and custodial arrangements.

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.

Gregory Wikelius is a CFP® and ChFC® with 23 years of experience in the financial services industry. He is currently with The AmeriFlex Group in Denver, CO, and has previously worked at firms including Cambridge Investment Research, Inc., SagePoint Financial, Inc., and Securian Financial Services, Inc. He is also associated with North Star Consultants, Inc. outside of AmeriFlex. 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.

David Riggle is a CFP® and ChFC® with 37 years of industry experience. He is currently an investment advisor representative at The AmeriFlex Group and has held prior roles at Cambridge Investment Research, Cetera Advisors LLC, and other firms. Outside of his advisory work, he is involved in insurance and benefits through Great Futures. 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.

Alex Mueller is a CFP® with seven years of industry experience, currently serving as a financial advisor at The AmeriFlex Group in Las Vegas, NV. His prior roles include positions at Edward Jones and Cambridge Investment Research, Inc. He also has experience outside finance, having worked with Beanstalk WebSolutions and Saint Louis University earlier in his career. 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 through a network of advisory affiliates and utilizes multiple program platforms to implement tailored investment strategies.

Robert Rinker is a financial advisor with The AmeriFlex Group in Dallas, TX, holding the ChFC® designation and Series 63 and 66 licenses. He has 29 years of industry experience, with prior roles at Woodbury Financial Services, SCF Investment Advisors, and Cambridge Investment Research. He is also the owner of Cohesion Wealth Advisors, LLC. 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 through a network of advisory affiliates using multiple program platforms and custodial arrangements.

Elisabeth Mays is a financial advisor at The AmeriFlex Group with 26 years of industry experience. She holds a Series 63 designation and has worked at firms including Cambridge Investment Research, OSAIC, Securities America, and HUB International. 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 through a network of advisory affiliates and multiple program platforms.