B.O.S.S. Retirement Advisors, LLC

Kelly Holtman is a financial advisor with B.O.S.S. Retirement Advisors, LLC, holding Series 65 and Series 66 licenses and bringing 18 years of industry experience. Prior to joining B.O.S.S. Retirement Advisors in 2024, Holtman worked at Raymond James Financial Services, Wells Fargo Advisors, Soltis Investment Advisors, Triad Advisors, and LPL Financial. Outside of advising, Holtman owns KLEH Octopus LLC, a home business focused on art and writing sales, and serves as a board council member of the South Jordan Arts Council. B.O.S.S. Retirement Advisors provides investment advice and portfolio management to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and business entities. The firm utilizes model portfolios, third-party managers, and co-managed programs, emphasizing diversification and risk reduction while offering supplemental financial planning and consulting services.

Michael Fortin is a Series 66-licensed financial advisor with B.O.S.S. Retirement Advisors, LLC, based in Lehi, Utah. He has four years of industry experience and has worked at firms including Fidelity Investments and LPL Enterprise LLC. B.O.S.S. Retirement Advisors provides investment advice and portfolio management services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and business entities. The firm uses model portfolios, third-party managers, and co-managed programs to tailor investment strategies focused on diversification and risk reduction.

Cassidy O'Brien is a financial advisor at B.O.S.S. Retirement Advisors, LLC with six years of industry experience. He holds a Series 65 designation and has worked at B.O.S.S. Retirement Advisors since 2019. His prior experience includes roles in insurance and healthcare at companies such as State Farm Insurance and Vista Treatment Center. B.O.S.S. Retirement Advisors manages approximately $1.06 billion in assets and provides investment advice and portfolio management services to individuals, high-net-worth clients, and various institutional entities. The firm emphasizes diversified portfolios and risk management through model portfolios and third-party managers, offering supplemental financial planning and consulting services.

Christopher Dolan is a CFP® professional with 19 years of industry experience, currently serving as a financial advisor at B.O.S.S. Retirement Advisors, LLC. His prior experience includes roles at Robert W Baird & Co., Madison Avenue Securities, and EA Buck Financial. B.O.S.S. Retirement Advisors provides investment advice and portfolio management services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and business entities. The firm employs a diversified investment approach, utilizing model portfolios, third-party managers, and co-managed programs to tailor strategies based on client objectives and risk tolerance.

Garrett Wozniak is a financial advisor with B.O.S.S. Retirement Advisors, LLC, holding Series 63 and Series 66 designations and six years of industry experience. His prior roles include positions at Bank of America, Merrill Lynch, and Fidelity Investments. B.O.S.S. Retirement Advisors provides investment advice and portfolio management services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and business entities. The firm utilizes model portfolios, third-party managers, and a co-managed program with AE Wealth Management, focusing on diversification and risk reduction while offering supplemental financial planning and consulting services.

Robert Brantley is a financial advisor at B.O.S.S. Retirement Advisors, LLC with 16 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones from 2008 to 2016. He has been with B.O.S.S. Retirement Advisors and its affiliated entity since 2017. B.O.S.S. Retirement Advisors provides investment advice and portfolio management to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and business entities. The firm emphasizes diversification and risk reduction by utilizing model portfolios, third-party managers, and a co-managed program with AE Wealth Management, overseeing these strategies through ongoing client assessments and supervisory procedures.

Gavin Bullock is a financial advisor at B.O.S.S. Retirement Advisors, LLC with four years of industry experience. He holds the Series 66 designation and has previously worked at Edward Jones, Wealth Enhancement Advisory Services, and Nova 401(k) Associates. B.O.S.S. Retirement Advisors provides investment advice and portfolio management services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and business entities. The firm employs a diversified investment approach using model portfolios, third-party managers, and co-managed programs, focusing on risk reduction and ongoing oversight.

David Boyd is a CFP® and holds a Series 65 license, with four years of industry experience. He is currently with B.O.S.S. Retirement Advisors, LLC and B.O.S.S. Retirement Solutions, LLC, where he has worked since 2022. His prior experience includes roles at Arista Wealth Management, Mountain America Credit Union, Utah Valley University, Nu Skin Enterprises, NASPO ValuePoint, and Caption Call. B.O.S.S. Retirement Advisors provides investment advice and portfolio management to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and business entities. The firm emphasizes diversification and risk reduction by utilizing model portfolios, third-party managers, and a co-managed program with AE Wealth Management, overseeing client strategies based on objectives and risk tolerance.

Julia Steppan is a financial advisor at B.O.S.S. Retirement Advisors, LLC with seven years of industry experience. She holds the Series 66 designation and previously worked at Becker Retirement Group, AE Wealth Management, Bank of America, Merrill Lynch, and other firms. Outside of her advisory role, she is involved in teaching fitness and yoga classes through TRUFUSION. B.O.S.S. Retirement Advisors provides investment advice and portfolio management to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and business entities. The firm utilizes model portfolios, third-party managers, and a co-managed program to tailor client strategies with an emphasis on diversification and risk reduction.

Jonathan Albrethsen is a financial advisor at B.O.S.S. Retirement Advisors, LLC in Lehi, UT, holding a Series 65 designation with two years of industry experience. His prior roles include positions at HA Wealth Advisors and Express Employment Professionals. B.O.S.S. Retirement Advisors provides investment advice and portfolio management to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and business entities. The firm emphasizes diversified, risk-managed portfolios through model portfolios, third-party managers, and a co-managed program with AE Wealth Management, overseeing client strategies with discretionary authority where authorized.

Skyler Fredrickson is a CFP® with 15 years of industry experience, currently serving at B.O.S.S. Retirement Advisors, LLC since 2018. His prior roles include positions at inContact and Futurevest Financial, LLC. Outside of his advisory work, he owns several vehicle and trailer rental businesses. B.O.S.S. Retirement Advisors manages approximately $1.06 billion in assets, providing investment advice and portfolio management to individuals, high-net-worth clients, and institutional entities. The firm emphasizes diversified portfolios and risk management through model portfolios and third-party managers, offering supplemental financial planning and consulting services.

Karla Church is a financial advisor at B.O.S.S. Retirement Advisors, LLC with four years of industry experience. She has previously worked at New Millennium and has been with B.O.S.S. Retirement Advisors since 2018. Church holds a Series 65 credential. B.O.S.S. Retirement Advisors provides investment advice and portfolio management to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and business entities. The firm emphasizes diversified portfolios and risk reduction by utilizing model portfolios, third-party managers, and a co-managed program with AE Wealth Management.

Hayden Adams is a financial advisor with B.O.S.S. Retirement Advisors, LLC, holding Series 63 and Series 65 designations and bringing several years of experience that include roles at Fidelity Investments and Utah Valley University. His background also includes military service with the US Marine Corps. B.O.S.S. Retirement Advisors provides investment advice and portfolio management to a broad client base including individuals, high-net-worth clients, and institutional entities, utilizing model portfolios and third-party managers with a focus on diversification and risk management.

Ryan Landvatter is a financial advisor with B.O.S.S. Retirement Advisors, LLC in Meridian, ID, holding Series 63 and Series 65 licenses and possessing nine years of industry experience. He has been with B.O.S.S. Retirement Advisors since 2018, following three years at B.O.S.S. Retirement Solutions. Outside of his advisory role, he creates and sells personal artwork through his website. B.O.S.S. Retirement Advisors provides investment advice and portfolio management to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and business entities. The firm emphasizes diversification and risk reduction by utilizing model portfolios, third-party managers, and co-managed programs, overseeing these strategies with discretionary authority when authorized.

Adam Lallas is a financial advisor at B.O.S.S. Retirement Advisors, LLC with seven years of industry experience. He holds a Series 65 designation and has worked at B.O.S.S. Retirement Solutions and B.O.S.S. Retirement Advisors since 2017, following three years at Capstone Financial Advisors, Inc. Outside of advising, he provides tax preparation services as a sole proprietor. B.O.S.S. Retirement Advisors offers investment advice and portfolio management to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and business entities. The firm utilizes model portfolios, third-party managers, and a co-managed program to tailor client strategies with an emphasis on diversification and risk reduction.