The AmeriFlex Group® Welcomes Jacob Reid and Capital Insight Financial Partners to its Hybrid RIA from Osaic

Firm Continues Affiliation Model as New Partnership with Cambridge Enhances its Flexibility and Service Offerings

LAS VEGAS, Sept. 29, 2025 /PRNewswire/ -- The AmeriFlex Group^® ("the firm"), a rapidly growing, advisor-owned hybrid RIA that puts financial planning first, today announced that Jacob Reid and his four-person team at Capital Insight Financial Group officially joined its hybrid RIA from Osaic. The AmeriFlex Group hybrid consists of the firm's advisor-owned RIA and Cambridge Investment Research (Cambridge) as its broker-dealer partner.  

"The AmeriFlex Group is an advisor-owned and truly independent firm where like-minded professionals, such as Jacob and his team, can thrive," said Thomas Goodson, CEO and Founder of The AmeriFlex Group. "As we continue to speak with advisors from across the industry, we constantly hear that flexibility and autonomy are top priorities of entrepreneurial, growth-minded advisors. Jacob and his team are a remarkable fit for our group, and we're excited to support their continued growth."

Based in Livermore, California, Capital Insight Financial Group is a transitional wealth planning firm, supporting individual investors with specialized financial planning and customized investment approaches, as well as business owners with qualified plans and individuals experiencing transitional life events. Capital Insight Financial Group manages approximately $354 million of client funds and assets.

"As I considered the next phase of my career, I knew that I needed to partner with someone who respected my experience and abilities to shape the future of my practice," Reid said. "Working with Tom and the entire AmeriFlex Group leadership team made it clear that they would provide the right level of support and flexibility for me and my team."

Continued Momentum with Cambridge Partnership
In early July, The AmeriFlex Group transitioned to Cambridge as its broker-dealer partner. The firm identified Cambridge's highly collaborative culture, resources that support the growth and other business objectives of its financial advisors, and unique independent structure as reasons for making the change, explained Jesse Kurrasch, COO with The AmeriFlex Group.

"Choosing to partner with Cambridge has enabled our team to deliver better options for our advisors and streamline our recruitment process. In just three months, we've already welcomed several teams that represent a combined $634 million in total client assets to our firm," Kurrasch added.

About The AmeriFlex Group^® 
The AmeriFlex Group^® is recognized as The Home for Hybrids^® (www.HomeForHybrids.com) - BD/RIA Transitional Wealth Planners™ (financial advisors). The RIA is owned and operated by its advisor members and partners. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, Member FINRA/SIPC. Advisory services through The AmeriFlex Group^®, a Registered Investment Adviser. Cambridge and The AmeriFlex Group® are not affiliated. 

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SOURCE The AmeriFlex Group