Osaic added nearly $500 million in assets through recruitments to The AmeriFlex Group, an advisor owned and operated hybrid RIA whose securities are offered through Osaic. The Meckenstock Group brings 10 financial advisors and over $290 million in client assets from Independent Financial Group. The advisor team of Jeffrey McNaney and Lucas Dancy-Cabeal brings $206 million from Principal Securities.
The Meckenstock Group includes President and CEO Bobb Meckenstock, Dan H. Meckenstock, Keith Harper, Kenny Rigler, Cameron Kaufman, Reggie Johnson, Kakim Kunantaev, Brian Kozak, John Reeve and Rodney Smith. In addition to its Hays, Kansas, headquarters, the team has offices in Nebraska and California.
McNaney and Dancy-Cabeal, who have offices in Tennessee and California, have more than 30 years of combined experience. The duo specializes in providing financial and insurance services for business owners and high-income professionals, through retirement planning, active investment management and tax efficient strategies.

“We are thrilled to welcome, Bobb, Jeffrey and Lucas, and their teams to the AmeriFlex family,” said President and CEO Thomas Goodson. “They built impressive multi-state businesses by putting the needs of their clients first. Each is a perfect cultural fit and runs the type of business we aspire to attract to The AmeriFlex Group. We look forward to working together to help them achieve their growth goals.”
In September, The AmeriFlex Group announced the launch of a business development program named The 5Twenty Group, created to address the needs of and promote growth for OSJs with five to 20 financial advisors. The program’s tools and resources include onboarding support; a technology package; succession planning and options; organic and inorganic growth programs, including access to financing and consulting for practice acquisitions; and a high net worth consulting desk.
Earlier this month, Osaic announced the recruitment of Chicago-based McDermott Gall Wealth Management from Raymond James through its independent partner GCG Advisory Partners. Osaic recruited Illinois-based Greg Diamond in October, Investment Consulting Group from Wells Fargo in September and Vitucci Integrated Planning from Cetera in July, after rebranding from its previous name – Advisor Group – in June.

The AmeriFlex Group supports more than 115 advisors in 14 states overseeing $7.3 billion in client assets, as of July 5. Osaic, a portfolio company of Reverence Capital Partners, supports more than 11,000 financial professionals.
“It’s my pleasure to welcome these great practices to Osaic,” said Kristen Kimmell, Executive Vice President Business Development, Osaic. “Working alongside Tom Goodson at AmeriFlex, we are committed to providing them with all the tools, resources and flexibility they need to thrive. The Osaic story continues to resonate with high-quality advisors and practices across the industry that want to be part of the future we are forging.”
Chris Latham, Managing Editor at Wealth Solutions Report, can be reached at clatham@wealthsolutionsreport.com