Kelly Holtman is a financial advisor at B.O.S.S. Retirement Advisors, LLC with 19 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at firms including Raymond James Financial Services, Wells Fargo Advisors, and LPL Financial. Outside of his advisory role, Holtman owns 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 advisory and financial planning services to individuals, high-net-worth clients, and institutional entities. The firm emphasizes co-managed arrangements with external managers and uses model portfolios to construct diversified allocations while offering supplemental planning and consulting.

Michael Fortin is a financial advisor at B.O.S.S. Retirement Advisors, LLC in Lehi, Utah, holding a Series 66 designation with five years of industry experience. His prior roles include positions at Fidelity Investments and LPL Enterprise LLC. B.O.S.S. Retirement Advisors provides investment advisory and supplemental financial planning services to individuals, high-net-worth clients, and various institutional entities. The firm emphasizes a client assessment-driven process and uses model portfolios and external managers to construct diversified allocations while overseeing client relationships.

Christopher Dolan is a CFP® professional with 20 years of experience in the financial services industry. He is currently affiliated with B.O.S.S. Retirement Advisors, LLC and has previously worked at Robert W Baird & Co., Madison Avenue Securities, and EA Buck Financial. B.O.S.S. Retirement Advisors provides investment advisory and supplemental financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and business entities. The firm emphasizes client assessments, diversified model portfolios, and collaboration with outside managers for portfolio management and oversight.

Jonathan Kerby White is a financial advisor at B.O.S.S. Retirement Advisors, LLC, holding a Series 65 designation. He has been with B.O.S.S. Retirement Advisors and its related entities since 2026. B.O.S.S. Retirement Advisors provides investment advisory services and supplemental financial planning to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and business entities. The firm manages approximately $1.38 billion on a discretionary basis and utilizes a client assessment process followed by diversified allocations through model portfolios and outside managers.

Garrett Wozniak is a financial advisor at B.O.S.S. Retirement Advisors, LLC with seven years of industry experience. He holds the Series 63 and Series 66 designations. His prior roles include positions at Bank of America, Merrill, Fidelity Investments, and Capital Wealth Advisors. B.O.S.S. Retirement Advisors provides investment advisory services and supplemental financial planning to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and business entities. The firm manages approximately $1.38 billion on a discretionary basis and delivers services primarily through co-managed arrangements with AE Wealth Management and referrals to third-party money managers.

Robert Brantley is a financial advisor at B.O.S.S. Retirement Advisors, LLC with 16 years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones for eight years before joining B.O.S.S. Retirement Advisors in 2017. B.O.S.S. Retirement Advisors provides investment advisory services and supplemental financial planning to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and business entities. The firm manages approximately $1.38 billion on a discretionary basis, typically working through co-managed arrangements with AE Wealth Management and referrals to third-party money managers.

David Boyd is a CFP® and Series 65 credentialed advisor at B.O.S.S. Retirement Advisors, LLC with five years of industry experience. He has worked at B.O.S.S. Retirement Advisors since 2022, following roles at Arista Wealth Management and Utah Valley University, among others. B.O.S.S. Retirement Advisors provides investment advisory and financial planning services to individuals, high-net-worth clients, and various institutional entities. The firm emphasizes co-managed arrangements with outside managers and third-party money managers, focusing on diversified model portfolios and ongoing oversight.

Julia Steppan is a financial advisor at B.O.S.S. Retirement Advisors, LLC in Kirkland, WA, with seven years of industry experience and holds a Series 66 designation. Her prior experience includes roles at Becker Retirement Group, AE Wealth Management, Bank of America, and Merrill. Outside of her advisory work, she teaches fitness and yoga classes through TRUFUSION. B.O.S.S. Retirement Advisors provides investment advisory and supplemental financial planning services to individuals, high-net-worth clients, and various institutional accounts. The firm primarily delivers services through co-managed arrangements and referrals to third-party money managers, focusing on diversified model portfolios and outsourced management.

Jonathan Albrethsen is a Series 65-licensed financial advisor with B.O.S.S. Retirement Advisors, LLC, based in Lehi, Utah. He has two years of industry experience, including roles at B.O.S.S. Retirement Solutions and HA Wealth Advisors. B.O.S.S. Retirement Advisors offers investment advisory and financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and businesses. The firm manages approximately $1.38 billion on a discretionary basis, using model portfolios and outside managers to construct diversified allocations while providing ongoing oversight and supplemental consulting.

Skyler Fredrickson is a CFP® professional with 15 years of experience currently serving at B.O.S.S. Retirement Advisors, LLC in Salt Lake City, UT. His career includes roles at several firms such as inContact and Futurevest Financial, with eight years at B.O.S.S. Retirement Advisors. Outside of his advisory work, he owns small rental and non-investment real estate businesses. B.O.S.S. Retirement Advisors offers investment advisory and supplemental financial planning services to individuals, high-net-worth clients, and institutional entities. The firm employs a client-focused process that uses model portfolios and third-party managers to provide diversified allocations and ongoing oversight.

Karla Church is a financial advisor at B.O.S.S. Retirement Advisors, LLC with five years of industry experience. She holds a Series 65 designation and has worked with B.O.S.S. Retirement Solutions and B.O.S.S Retirement Advisors since 2018, following a two-year tenure at New Millennium. B.O.S.S. Retirement Advisors provides investment advisory services and supplemental financial planning to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and business entities. The firm manages approximately $1.38 billion on a discretionary basis, emphasizing co-managed arrangements with AE Wealth Management and referrals to third-party money managers or platform providers.

Hayden Adams is a financial advisor at B.O.S.S. Retirement Advisors, LLC with three years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Fidelity Investments and Utah Valley University. Adams served in the U.S. Marine Corps from 2019 to 2022. B.O.S.S. Retirement Advisors provides investment advisory services and supplemental financial planning to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and business entities. The firm manages approximately $1.38 billion on a discretionary basis and primarily uses co-managed arrangements with AE Wealth Management and referrals to third-party money managers to construct diversified portfolios.

Ryan Landvatter is a financial advisor with B.O.S.S. Retirement Advisors, LLC, holding Series 63 and Series 65 credentials and bringing nine years of industry experience. He has been with B.O.S.S. Retirement Advisors since 2018 and previously worked at B.O.S.S. Retirement Solutions from 2015 to 2018. Outside of his advisory role, he creates and sells personal artwork through a website. B.O.S.S. Retirement Advisors provides investment advisory services and financial planning to individuals, high-net-worth clients, and various entities. The firm utilizes co-managed arrangements and third-party managers to construct diversified portfolios while offering supplemental planning and ongoing oversight.

Adam Lallas is a Series 65 licensed financial advisor with seven years of industry experience. He is currently with B.O.S.S. Retirement Advisors, LLC and previously worked at Capstone Financial Advisors, Inc. He also provides tax preparation services as a sole proprietor in Payson, UT. B.O.S.S. Retirement Advisors offers investment advisory and supplemental financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and business entities. The firm manages approximately $1.38 billion in assets and primarily operates through co-managed arrangements with AE Wealth Management and referrals to third-party money managers, using model portfolios and external managers to construct diversified allocations.

Tyson Thacker is a financial advisor with B.O.S.S. Retirement Advisors, LLC, holding Series 63 and Series 65 credentials and having 11 years of industry experience. He is involved in multiple business ventures outside of advisory work, including serving as CEO of Infinity Group Enterprises, a company engaged in financial services and real estate, and managing several other enterprises related to publishing, marketing, and solar energy. B.O.S.S. Retirement Advisors provides investment advisory services and supplemental financial planning to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and business entities. The firm utilizes a model portfolio approach and external managers to construct diversified allocations while offering ongoing oversight and consulting services, primarily through co-managed arrangements and referrals to third-party money managers.

David Whitworth is a financial advisor at B.O.S.S. Retirement Advisors, LLC with 13 years at the firm and 9 years of industry experience. He holds the Series 65 credential. B.O.S.S. Retirement Advisors provides investment advisory services and supplemental financial planning to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and business entities. The firm manages approximately $1.38 billion on a discretionary basis and delivers ongoing services primarily through co-managed arrangements with AE Wealth Management and by referring clients to third-party money managers.

Cameron Rankin is a financial advisor with B.O.S.S. Retirement Advisors, LLC, holding a Series 65 designation and having three years of industry experience. Prior to joining B.O.S.S. Retirement Advisors in 2022, he worked at CertainTeed and served in educational roles within local school districts. B.O.S.S. Retirement Advisors provides investment advisory services and supplemental financial planning to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and business entities. The firm manages approximately $1.38 billion primarily through co-managed arrangements and referrals to third-party money managers, utilizing model portfolios and external managers for portfolio construction and oversight.

Brady Fuller is a CFP® professional with 19 years of industry experience, currently serving at B.O.S.S. Retirement Advisors, LLC in Ogden, UT. His prior roles include positions at Fuller Financial Services, Cetera Advisor Networks, and J.P. Morgan Securities. B.O.S.S. Retirement Advisors provides investment advisory and supplemental financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and business entities. The firm manages approximately $1.38 billion on a discretionary basis, utilizing model portfolios and outside managers to create diversified allocations and providing ongoing oversight primarily through co-managed arrangements and third-party referrals.

Zachary Mortensen 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 been associated with B.O.S.S. Retirement Solutions and B.O.S.S. Retirement Advisors since 2016. B.O.S.S. Retirement Advisors provides investment advisory services and supplemental financial planning to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and business entities. The firm manages approximately $1.38 billion on a discretionary basis and primarily serves clients through co-managed arrangements with AE Wealth Management and third-party money managers.

Melanie Tingey is a financial advisor at B.O.S.S. Retirement Advisors, LLC with eight years of industry experience. She holds a Series 65 designation and has been with B.O.S.S. Retirement Solutions and its affiliated firm since 2015. In addition to her advisory work, she is the managing member of Melanie Tingey Coaching, LLC, a life coaching business she oversees outside of trading hours. B.O.S.S. Retirement Advisors serves individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and business entities. The firm manages approximately $1.38 billion on a discretionary basis and primarily employs a model portfolio approach combined with third-party managers to provide diversified investment solutions and ongoing oversight.

John Brough is a financial advisor with B.O.S.S. Retirement Advisors, LLC, holding Series 65 and Series 66 registrations and possessing 13 years of industry experience. He has worked at B.O.S.S. Retirement Advisors since 2017 and previously held roles at Lee Miles LLC, Lee Miles Insurance Agency, and Harrisdirect LLC. B.O.S.S. Retirement Advisors provides investment advisory services and supplemental financial planning to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and business entities. The firm manages approximately $1.38 billion on a discretionary basis and implements investment strategies primarily through co-managed arrangements with AE Wealth Management and third-party money managers.

Jason Weaver is a CFP® with six years of industry experience, currently serving at B.O.S.S. Retirement Advisors, LLC. He previously led Weaver Wealth Management for 17 years before joining B.O.S.S. Retirement Solutions and B.O.S.S. Retirement Advisors in 2024. Outside of financial advising, he is co-owner and president of DELux Energy, Inc., an electrical business based in Boise, ID. B.O.S.S. Retirement Advisors provides investment advisory and financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and businesses. The firm manages approximately $1.38 billion on a discretionary basis, primarily utilizing model portfolios and third-party managers to deliver diversified allocations and ongoing oversight.

Gabriel Baldonado is a Series 65-licensed advisor with B.O.S.S. Retirement Advisors, LLC, with one year of industry experience. Prior to joining B.O.S.S., he has held roles at B.O.S.S. Retirement Solutions, Utah Valley University, Searcy Financial Services, and Robinhood Roofing. He also served in the Church of Jesus Christ of Latter Day Saints for two years. B.O.S.S. Retirement Advisors provides investment advisory and supplemental financial planning services to individuals, high-net-worth clients, and various entities. The firm primarily uses a co-managed approach with outside managers and model portfolios, managing approximately $1.38 billion on a discretionary basis.

Weston Huber is a financial advisor at B.O.S.S. Retirement Advisors, LLC with six years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Fidelity Investments and Arista Wealth Management. B.O.S.S. Retirement Advisors provides investment advisory and financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and business entities. The firm manages approximately $1.38 billion on a discretionary basis, primarily using co-managed arrangements with AE Wealth Management and third-party money managers to construct diversified portfolios.

Edward Griffin is a financial advisor at B.O.S.S. Retirement Advisors, LLC in Salt Lake City, UT, holding Series 63 and Series 65 licenses with 34 years of industry experience. He has worked at BOSS Retirement Solutions, LLC and BOSS Retirement Advisors, LLC since 2016. Outside of advisory services, Griffin owns EA Teton Rentals, LLC, a non-investment real estate business. B.O.S.S. Retirement Advisors provides investment advisory and financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and business entities. The firm manages approximately $1.38 billion in discretionary assets, primarily through co-managed arrangements with AE Wealth Management and referrals to third-party money managers, focusing on diversified model portfolios and external manager oversight.

Curtis Packer is a financial advisor with B.O.S.S. Retirement Advisors, LLC in Lehi, Utah, holding a Series 65 designation and having nine years of industry experience. He has worked with B.O.S.S. Retirement Solutions, LLC and B.O.S.S. Retirement Advisors, LLC since 2016. B.O.S.S. Retirement Advisors provides investment advisory and supplemental financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and business entities. The firm manages approximately $1.38 billion on a discretionary basis, primarily through co-managed arrangements with AE Wealth Management and referrals to third-party money managers and platform providers.

Charles Maynes is a financial advisor with B.O.S.S. Retirement Advisors, LLC, holding Series 63 and Series 65 credentials and having 11 years of industry experience. He has worked with B.O.S.S. Retirement Solutions, LLC and B.O.S.S. Retirement Advisors, LLC since 2014. B.O.S.S. Retirement Advisors provides investment advisory and supplemental financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and business entities. The firm manages approximately $1.38 billion on a discretionary basis, primarily through co-managed arrangements with AE Wealth Management and referrals to third-party money managers.

Rachael Scott is a financial advisor at B.O.S.S. Retirement Advisors, LLC with three years of industry experience. Her prior roles include positions at AI Tech and J.P. Morgan Securities. B.O.S.S. Retirement Advisors provides investment advisory services and supplemental financial planning to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and business entities. The firm manages approximately $1.38 billion on a discretionary basis, primarily using model portfolios and outside managers to construct diversified allocations while acting as liaison and providing periodic oversight.

Ryan Williams is a financial advisor at B.O.S.S. Retirement Advisors, LLC in Lehi, Utah, holding Series 63 and Series 66 licenses with five years of industry experience. He previously worked at Wells Fargo Clearing Services LLC and has experience in digital intelligence systems and the food service industry. B.O.S.S. Retirement Advisors provides investment advisory services and supplemental financial planning to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and business entities. The firm manages approximately $1.38 billion on a discretionary basis, primarily using co-managed arrangements with AE Wealth Management and third-party money managers to deliver diversified portfolio solutions and ongoing oversight.

Landry Leach is a financial advisor with B.O.S.S. Retirement Advisors, LLC, holding Series 63 and Series 66 licenses and 13 years of industry experience. He previously worked with Thrivent Financial and New York Life. Outside of advising, he serves as president of Rock Top Insurance Agency, a property and casualty insurance business in Utah. B.O.S.S. Retirement Advisors provides investment advisory services and supplemental financial planning to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and business entities. The firm primarily delivers services through co-managed arrangements and referrals to third-party money managers, focusing on diversified allocations governed by outside managers.

Scott Swanson is a financial advisor at B.O.S.S. Retirement Advisors, LLC with four years of industry experience. He holds a Series 66 designation and has held positions at several firms including Northwestern Mutual Wealth Management Company and LPL Financial. B.O.S.S. Retirement Advisors provides investment advisory and supplemental financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and business entities. The firm manages approximately $1.38 billion on a discretionary basis, focusing on diversified allocations through model portfolios and external managers while offering ongoing oversight and client support.

Tyler Huband is a Series 65-credentialed advisor with five years of industry experience, currently affiliated with B.O.S.S. Retirement Advisors, LLC. He has worked at B.O.S.S. Retirement Advisors and its predecessor entity since 2019 and previously spent seven years at Brigham Young University. Outside of his advisory role, he owns Ty's Lights, a lighting business based in Provo, Utah. B.O.S.S. Retirement Advisors provides investment advisory and financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and business entities. The firm manages approximately $1.38 billion on a discretionary basis, operating primarily through co-managed arrangements with outside managers and third-party referrals.

Andrew Williams is a financial advisor with B.O.S.S. Retirement Advisors, LLC in Lehi, UT, holding Series 63 and Series 65 registrations and five years of industry experience. His prior roles include positions at Wells Fargo Bank, Wells Fargo Clearing, and Fidelity Investments. B.O.S.S. Retirement Advisors provides investment advisory services and supplemental financial planning to a diverse client base, including individuals, high-net-worth clients, and institutional entities. The firm employs a client assessment process followed by diversified portfolio construction through model portfolios and outside managers, primarily delivering services via co-managed arrangements and referrals to third-party managers.

Shay Nelson is a Series 65-licensed financial advisor with B.O.S.S. Retirement Advisors, LLC, based in Meridian, ID. He has three years of industry experience and has been with B.O.S.S. Retirement Advisors since 2021. Prior to his financial advisory role, he held positions at OrangeTheory, Treehouse PR, and The Rochester Hotel & Leland House. B.O.S.S. Retirement Advisors provides investment advisory services and supplemental financial planning to individuals, high-net-worth clients, and various entities. The firm manages approximately $1.38 billion in discretionary assets, primarily through co-managed arrangements with AE Wealth Management and referrals to third-party money managers.

Adam Mortensen is a Series 65 licensed advisor at B.O.S.S. Retirement Advisors, LLC with two years of industry experience. His prior roles include positions at Collective Health and Upwell Health, and he served as an LDS missionary from 2015 to 2017. B.O.S.S. Retirement Advisors provides investment advisory and supplemental financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and business entities. The firm manages approximately $1.38 billion primarily through co-managed arrangements with AE Wealth Management and referrals to third-party money managers, emphasizing diversified allocations and ongoing oversight.

Tyler Snow is a financial advisor with B.O.S.S. Retirement Advisors, LLC in Lehi, Utah, holding Series 63 and Series 66 licenses and six years of industry experience. His prior roles include positions at Wells Fargo Bank and Fidelity Brokerage Services. B.O.S.S. Retirement Advisors provides investment advisory services and supplemental financial planning to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and business entities. The firm manages approximately $1.38 billion on a discretionary basis, employing co-managed arrangements with AE Wealth Management and third-party money managers to construct diversified portfolios while providing ongoing oversight and consulting.

John Brough is a CFP® with three years of industry experience, currently serving as a financial advisor at B.O.S.S. Retirement Advisors, LLC. His prior roles include positions at Fidelity Investments and Mountain Wave Advisors, as well as experience in education and community organizations. B.O.S.S. Retirement Advisors provides investment advisory and supplemental financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and business entities. The firm utilizes model portfolios and third-party managers to construct diversified allocations while offering ongoing oversight and consulting primarily through co-managed arrangements.

Ryan Thacker is a financial advisor with B.O.S.S. Retirement Advisors, LLC, holding a Series 65 designation and 11 years of industry experience. He has been with B.O.S.S. Retirement Advisors and its affiliated entities since 2014. Outside of his advisory role, he is involved in several business ventures including managing member positions in solar energy and capital funding entities, as well as overseeing publishing and marketing companies. B.O.S.S. Retirement Advisors provides investment advisory services and supplemental financial planning to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and business entities. The firm utilizes a client assessment process followed by diversified model portfolios and outside managers, with a focus on co-managed arrangements and referrals to third-party money managers.

Spencer Felkins is a financial advisor at B.O.S.S. Retirement Advisors, LLC in Lehi, Utah, holding a Series 65 designation with two years of industry experience. Prior to his current role, he worked in lawn care and pest control businesses. B.O.S.S. Retirement Advisors provides investment advisory services and supplemental financial planning to a range of clients, including individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and business entities. The firm utilizes model portfolios and outside managers to construct diversified allocations and delivers ongoing services mainly through co-managed arrangements with AE Wealth Management and referrals to third-party money managers.

Austin Thacker is a Series 65-licensed financial advisor with B.O.S.S. Retirement Advisors, LLC, based in Lehi, Utah. He has four years of industry experience, including prior roles with B.O.S.S. Retirement Solutions and two years serving as a Church Missionary. Thacker is also a minority member and manager of T4 Enterprises, LLC, a private investment entity. B.O.S.S. Retirement Advisors provides investment advisory services and supplemental financial planning for individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and business entities. The firm manages approximately $1.38 billion on a discretionary basis, primarily through co-managed arrangements with AE Wealth Management and by referring clients to third-party money managers.

Dennis Larson is a financial advisor with B.O.S.S. Retirement Advisors, LLC in Ogden, UT. He holds a Series 65 designation and has five years of industry experience. Prior to joining B.O.S.S. Retirement Advisors in 2021, Dennis worked at Kinghorn Financial, LLC and spent 21 years at International Business Machines (IBM). B.O.S.S. Retirement Advisors provides investment advisory services and supplemental financial planning to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and business entities. The firm manages approximately $1.38 billion on a discretionary basis, utilizing model portfolios and external managers to construct diversified allocations while offering client oversight and coordination.

Brent Dewsnup is a financial advisor at B.O.S.S. Retirement Advisors, LLC with 11 years of industry experience. He holds a Series 65 designation and previously worked at SVB Capital, Silicon Valley Bank, and Rocky Mountain Power. B.O.S.S. Retirement Advisors provides investment advisory services and supplemental financial planning to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and business entities. The firm manages approximately $1.38 billion on a discretionary basis, primarily through co-managed arrangements with AE Wealth Management and by referring clients to third-party money managers.

John Gehrke is a financial advisor at B.O.S.S. Retirement Advisors, LLC with seven years of industry experience. He holds a Series 66 designation and has worked at firms including Morgan Stanley, Prudential Insurance Company of America, and MassMutual Life Insurance. B.O.S.S. Retirement Advisors provides investment advisory services and supplemental financial planning to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and business entities. The firm uses model portfolios and external managers to construct diversified allocations and primarily delivers services through co-managed arrangements with AE Wealth Management and referrals to third-party money managers.

Lisa George is a financial advisor with B.O.S.S. Retirement Advisors, LLC, holding a Series 65 credential and one year of industry experience. Prior to joining B.O.S.S., she was involved with Clothes For Kids for six years and worked with Maplewood Presbyterian Church for eight years. B.O.S.S. Retirement Advisors provides investment advisory and supplemental financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and business entities. The firm primarily delivers ongoing services through co-managed arrangements with AE Wealth Management and by referring clients to third-party money managers or platform providers.