Simplicity wealth

Rishit Shah is a Series 65-licensed financial advisor at Simplicity Wealth with one year of industry experience. Prior to joining Simplicity Wealth and NMS Portfolios in 2025, he worked as a software engineer at Discover and has held positions in various firms including Kin and Carta and Walgreens. Outside of advising, Shah is a health insurance broker who assists individuals during open enrollment periods. Simplicity Wealth serves individual and high-net-worth clients as well as other financial intermediaries, offering discretionary portfolio management, retirement plan advisory, and financial planning. The firm employs a model-driven, fund-of-funds investment approach and provides technology and operational services including a Managed Account Program and customizable asset management software platforms.

Sean Bolen is a financial advisor at Simplicity Wealth with six years of industry experience. He holds the Series 65 credential and has worked previously at Leverage Planners Wealth Management and Financial Engines Advisors. Outside of his advisory role, Bolen is an owner and insurance agent involved in insurance sales through The Annuity Source. Simplicity Wealth serves individual and high-net-worth clients as well as other financial intermediaries, offering discretionary portfolio management, financial planning, and retirement plan advisory services. The firm utilizes a model-driven, fund-of-funds investment approach and provides technology and operations solutions such as a Managed Account Program and asset management software platforms.

Ronald Tetley is a Series 65-licensed financial advisor with 18 years of industry experience. He is currently with Simplicity Wealth and has previously worked at Belpointe Asset Management, Retirement Wealth Advisors, and co-owns Creative Retirement Planning, where he is also an insurance agent. Simplicity Wealth serves individual and high-net-worth clients as well as other financial intermediaries, offering discretionary portfolio management, financial planning, and retirement plan advisory services. The firm employs a model-driven, fund-of-funds investment approach and provides technology and operational support through a managed account platform and customizable asset management software.

Douglas Langford is a financial advisor at Simplicity Wealth with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Portside Wealth Group, TownSquare Capital, and Allegis Investment Advisors. Outside of his advisory roles, Langford has owned and operated The Jerky Shack and has been involved in fixed life insurance and annuities sales through Allegis Advisor Group. Simplicity Wealth serves individual and high-net-worth clients as well as financial intermediaries, offering discretionary portfolio management, financial planning, and retirement plan advisory services. The firm employs a model-driven, fund-of-funds investment approach and provides technology and operations support, including a Managed Account Program and customizable asset management software to advisers.

Heather Ulz is a financial advisor at Simplicity Wealth with nine years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at LifePro Asset Management and VOYA Financial Advisors. Outside of her advisory role, she served as treasurer and board member for the ALS Association Greater San Diego Chapter until 2023. Simplicity Wealth serves individual and high-net-worth clients as well as financial intermediaries, offering discretionary portfolio management, financial planning, and retirement plan advisory services. The firm uses a largely model-driven, fund-of-funds investment approach and provides technology and operational support through its Managed Account Program and asset management software platform.

Vincent Munno is a CFP® with 35 years of industry experience, currently serving as an advisor at Simplicity Wealth. His career includes long-term roles at Mutual Trust Co. of America Securities and involvement in multiple business ventures. Outside of financial advising, he owns and operates several carwash businesses in the Clearwater, FL area. Simplicity Wealth serves individual and high-net-worth clients as well as financial intermediaries, offering discretionary portfolio management, financial planning, and retirement plan advisory. The firm employs a model-driven, fund-of-funds investment approach and provides technology and operations services, including a Managed Account Program and customizable asset management software to advisers.

Curtis Cottle is a financial advisor at Simplicity Wealth with 13 years of industry experience. He holds a Series 65 designation and has previously worked at IAMS Wealth Management, Compass Insurance Agency, and Gradient Securities. Outside of his advisory role, Curtis is involved in estate planning software services through Legacy Lock. Simplicity Wealth serves individual and high-net-worth clients as well as financial intermediaries, offering discretionary portfolio management, financial planning, and retirement plan advisory. The firm employs a model-driven, fund-of-funds investment approach and provides technology and operational support through its Managed Account Program and asset management software platform.

Paul Tinnirello is a financial advisor at Simplicity Wealth with eight years of industry experience. He holds Series 65 and Series 66 licenses and previously worked at Bleakley Financial Group for nine years before joining Simplicity Financial Group in 2023. Simplicity Wealth serves a diverse client base, including individual and high-net-worth clients, as well as financial intermediaries such as third-party advisers and trust companies. The firm employs a model-driven, fund-of-funds investment approach and provides technology and operational services through its Managed Account Program and asset management software platform.

Herbert Wiebe is a CFP® professional with 10 years of experience in financial advising. He has been with PathFinder Financial Services since 2017 and previously worked at Royal Alliance. In addition to his advisory role, he provides tax preparation services and serves as a Texas A&M Agrilife Extension presenter for continuing education classes for tax professionals. PathFinder Financial Services offers discretionary and non-discretionary investment management to individuals and pension/profit-sharing plans, focusing on customized portfolio construction using a mix of mutual funds, ETFs, individual securities, fixed income, and insurance products. The firm employs fundamental analysis and long-term strategies while incorporating third-party managers for portions of client portfolios.

Jeffrey Sachs is a financial advisor at Simplicity Wealth with over 16 years of experience, holding a Series 65 designation. He has been with Sachs Financial since 2010 and joined Simplicity Wealth in 2026. Simplicity Wealth serves individual and high-net-worth clients as well as other financial intermediaries, offering model-driven investment management and financial planning services. The firm is also notable for its technology and operations platform that supports managed accounts, asset management software, and back-office services.

Jason Parrish is a financial advisor at Simplicity Wealth with 22 years of industry experience. He holds a Series 66 designation and has previously worked at ClearVision Planning LLC, LifePro Asset Management, Merit Advisors, Kestra Financial Services, Nfp Securities, and Goldberg, Clouse and Edgell. He serves as a board member for a local condominium association. Simplicity Wealth serves individual and high-net-worth clients as well as other financial intermediaries, offering discretionary portfolio management, financial planning, and retirement plan advisory services. The firm employs a model-driven, fund-of-funds investment approach and provides technology and operations support through a managed account platform and asset management software licensing.

Nathan Smith is a financial advisor at Simplicity Wealth with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including CoreCap Investments and USA Financial Securities Corporation. Outside of advisory services, he is involved in employee insurance coverage and enrollment through his ownership of Smiths Financial Solutions. Simplicity Wealth serves individual and high-net-worth clients as well as other financial intermediaries, offering discretionary portfolio management, financial planning, and retirement plan advisory services. The firm employs a model-driven, fund-of-funds investment approach and provides technology and operational support through its Managed Account Program and asset management software platform.

Charles Mc Glinn is a financial advisor at Simplicity Wealth with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including New York Life Insurance Company, Cetera, and Foundations Investment Advisors. Mc Glinn also owns McGlinn Financial Services, where he sells life insurance and annuities to pre-retirees. Simplicity Wealth serves a diverse client base including individual and high-net-worth clients as well as financial intermediaries. The firm employs a model-driven investment approach focused on ETFs, mutual funds, and select individual securities, and provides technology and operational support through a Managed Account Program and customizable asset management software.

Joseph Remson is a financial advisor at Simplicity Wealth with six years of industry experience. He holds the Series 66 designation and has worked at several firms, including Foundations Investment Advisors and National Life Group. Outside of advisory roles, he is involved in insurance sales and owns Granite Rock Wealth Management. Simplicity Wealth serves individual and high-net-worth clients as well as other financial intermediaries, offering discretionary portfolio management, financial planning, and retirement plan advisory. The firm employs a model-driven, fund-of-funds investment approach and provides technology and operational services such as a Managed Account Program and customizable asset management software.

Joey Martin is a financial advisor at Simplicity Wealth with 12 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including American Trust Investment Services and GWN Securities Inc. Martin also operates J Martin Financial Services, where he offers life insurance and fixed indexed annuity products. Simplicity Wealth serves a diverse client base ranging from individual investors to high-net-worth clients and provides services to financial intermediaries such as advisers, broker/dealers, and trust companies. The firm uses a model-driven, fund-of-funds investment approach incorporating ETFs, mutual funds, and select individual securities, alongside technology-driven solutions including a Managed Account Program and asset management software platforms.