Douglas Gahn is a Series 65-licensed advisor at Simplicity Wealth with four years of industry experience. He previously worked at LifePro Asset Management, LLC, and has owned Silver Summit Financial since 2015, where he is involved in insurance and annuity sales. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, and institutional investors. The firm uses a fund-of-funds approach with ETFs, mutual funds, and individual securities, offering model portfolios monitored and rebalanced regularly, along with technology and operational support to other advisers through its managed account platform.

Christopher Wholehan is a financial advisor at Simplicity Wealth with seven years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at TLG Advisors and Ohio State University. In addition to his advisory work, he has been involved with Wholehan Marketing Associates since 1994. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, corporate and institutional clients, and other financial firms. The firm offers a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, alongside technology and operational services for advisers such as a private-label asset management platform and back-office support.

Elena Larson is a financial advisor at Simplicity Wealth with nine years of industry experience. She holds a Series 65 credential and has worked at several firms, including Lakes Financial, Sawtooth Solutions, and MHP-Asset Management. In addition to her advisory role, she is a licensed independent insurance agent involved in insurance sales and administration. Simplicity Wealth serves a diverse client base ranging from individual investors to institutional and corporate clients. The firm employs a fund-of-funds approach using ETFs, mutual funds, and individual securities, providing advisory as well as technology and operational services to other advisors through a managed account platform.

Adam Sevier is a financial advisor with Simplicity Wealth in San Diego, CA, holding a Series 66 designation and one year of industry experience. His prior experience includes roles at Cetera Wealth Services, Avantax, and ATS Advanced Trustee Strategies Inc. Outside of his advisory work, he assists with client services and client analysis at ATS Advanced Trustee Strategies Inc. Simplicity Wealth serves a diverse client base, including individual and high-net-worth investors, retirement plans, corporate and institutional clients, and other financial firms. The firm employs a fund-of-funds approach using ETFs, mutual funds, and individual securities, offering advisory services alongside technology and operational support for advisers through a managed account platform.

Walter Decherd Jr. is a financial advisor at Simplicity Wealth with four years of industry experience. He holds Series 63 and Series 65 licenses and has prior involvement with WGD Wealth Management, Apollo Tax Group, and R.M.D. Financial Group, where he owns a tax preparation and fixed insurance business. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, and institutional clients. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, and offers technology and operational services to other advisers through its managed account platform.

Devin Larkins is a financial advisor at Simplicity Wealth with 15 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at LifePro Asset Management and ran Larkins Investment Management, LLC. Outside of his advisory role, he serves as president of Strategic Design, Inc., a financial planning and investment firm. Simplicity Wealth serves a diverse range of clients, including individual and high-net-worth investors, retirement plans, corporate and institutional investors, and other financial firms. The firm utilizes a fund-of-funds investment approach with ETFs, mutual funds, and individual securities, combined with technology and operational services for advisors through its managed account platform.

Chase Klusman is a financial advisor with Simplicity Wealth in Council Bluffs, IA, holding a Series 65 designation and three years of industry experience. His prior work includes roles at Yaman Financial Group, OWLFI, and Grant Thornton. Outside of advisory work, he owns and operates an insurance sales business focused on annuities and indexed universal life insurance products. Simplicity Wealth serves a diverse client base including individual investors, retirement plans, institutions, and other financial firms. The firm employs a fund-of-funds investment approach primarily using ETFs and mutual funds, offers model portfolios with ongoing monitoring and rebalancing, and provides technology and operational services to other advisers through its managed account platform.