Susan Wieneke is a financial advisor at Simplicity Wealth with eight years of industry experience. She holds a Series 65 credential and has previously worked with firms including Bison Advisors and OneAmerica Securities. Wieneke is also involved with the Catholic Order of Foresters. Simplicity Wealth serves a diverse client base including individual investors, retirement plans, and institutional clients, offering advisory services such as financial planning, portfolio management, and retirement plan solutions. The firm employs a fund-of-funds approach using ETFs, mutual funds, and individual securities, alongside technology and operational support for other advisers through its managed account platform.

Timothy Murphy is a financial advisor at Simplicity Wealth with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including Connect Financial LLC and ARS Investment Advisors. Outside of his advisory role, he is president of Tim Murphy Insurance, a company involved in the sales and service of health, life, and annuity insurance products. Simplicity Wealth provides advisory services to a diverse client base that includes individual and high-net-worth investors, retirement plans, institutional investors, and other financial firms. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, and offers a range of portfolio management and technology services for advisers.

Kyle Williams is a financial advisor with Simplicity Wealth in Atlanta, GA, holding a Series 65 designation and one year of industry experience. Prior to his current role, he worked for MobileMind Technologies as a Product Director for five years. He is also licensed as a Georgia Life & Health Insurance Agent and sells fixed annuity products through Simplicity. 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 investment approach primarily using ETFs and mutual funds, offers discretionary portfolio management, and supports advisers with technology and operational services through its managed account platform.

Marcus Veillon is a financial advisor with Simplicity Wealth holding a Series 65 designation and seven years of industry experience. Prior to joining Simplicity Wealth, he spent five years at AE Wealth Management LLC. In addition to his advisory role, he is a licensed insurance agent selling and servicing life insurance and annuity products. Veillon is also affiliated with Mossy Oak Properties of Louisiana, maintaining his real estate licensing through continuing education but not engaging in real estate transactions. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, corporations, and other financial firms. The firm employs a fund-of-funds approach using ETFs, mutual funds, and individual securities, offering discretionary and non-discretionary portfolio management along with a managed account platform for advisors.

Guillermo Silesky is a financial advisor with Simplicity Wealth in Orange, CA, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. His prior roles include positions at Secure Investment Management, Cambridge Investment Research, and MassMutual. Outside of his advisory work, he also advises and assists in the preparation of trusts and life insurance retirement planning through Tax Smart Investing & Planning. Simplicity Wealth serves a diverse client base ranging from individual investors to institutional entities, offering services that include financial planning, portfolio management, and retirement plan advisory. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and selected individual securities, and supports other advisers through technology, operational platforms, and a range of model portfolios.

Linda Jensen is a financial advisor at Simplicity Wealth with 26 years of industry experience. She holds the ChFC® designation and Series 63, 65, and 66 licenses. Her prior experience includes roles at Wealth Watch Advisors, Impact Partnership Wealth, and Foundations Investment Advisors, among others. In addition to her advisory work, she is an author and has been involved in insurance sales through Heart Financial Group since 1994. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, and institutional clients. The firm offers a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, and provides advisory services combined with technology and operational solutions for other advisers.

Jeffrey Juniper is a financial advisor with Simplicity Wealth in Scottsdale, AZ, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has operated Juniper Wealth Management, LLC since 2018 and is involved in other business ventures, including managing Strategic Personal and Business Insurance Solutions, offering life insurance and annuities, and serving as president of Protect R World, Inc, a company focusing on micro security technology for public safety communication. Simplicity Wealth serves a diverse client base including individuals, retirement plans, corporate and institutional investors, as well as other financial firms. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and select individual securities, providing model portfolio management, third-party manager due diligence, and technology solutions for advisers through its TAMP platform.

David Julian is a financial advisor at Simplicity Wealth with eight years of industry experience. He holds a Series 65 designation and previously worked at LifePro Asset Management for eight years. Julian is also involved with LifePro Financial, where he serves as a statistician. Simplicity Wealth provides advisory services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and institutional clients. The firm utilizes a fund-of-funds investment approach with ETFs, mutual funds, and individual securities, offering model portfolios that are actively monitored and rebalanced, along with additional services such as tax optimization and customized investment screening.

Michael Mortellaro is a financial advisor at Simplicity Wealth with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Fidelity and GFPC/AssetMark. He is also Senior Vice President of Planning at Simplicity Group, where he is involved in investment relations and insurance business activities. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, corporate and institutional clients, and financial firms. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, and offers technology and operational solutions such as a private-label asset management software program and a third-party managed account platform.

Derrick Mims is a financial advisor at Simplicity Wealth with 12 years of industry experience. He holds Series 65 and Series 63 licenses and has prior work history with firms including Bencor, Inc., Fortuna Advisors, LLC, and Planmember Securities Corporation. Mims is also a managing member of Turnstart Wealth and operates an insurance agency business focused on life and fixed insurance products. Simplicity Wealth serves a diverse client base ranging from individual and high-net-worth investors to institutional clients and other financial firms. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, while offering model portfolios with ongoing monitoring and rebalancing, as well as technology and operational services tailored for other advisors.

Grant Therrien is a financial advisor at Simplicity Wealth in Scottsdale, AZ, holding a Series 66 designation with 13 years of industry experience. His career includes roles at Merrill from 2012 to 2023 and Morgan Stanley from 2023 to 2025. Simplicity Wealth serves a diverse range of clients including individuals, high-net-worth investors, retirement plans, corporate and institutional investors, and other financial firms. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, offering model portfolios, independent managers, and technology-driven services such as a managed account platform and back-office support for advisers.

Justin Jones is a financial advisor at Simplicity Wealth with four years of industry experience. He holds a Series 65 designation and previously worked at 3-Mentors/GamePlan Financial. Outside of advising, he is president of the Mountain View High School Baseball Booster Club, where he leads fundraising efforts and supports team activities. Simplicity Wealth serves a diverse client base including individual investors, retirement plans, corporate and institutional clients, and other financial firms. The firm uses a fund-of-funds approach with ETFs, mutual funds, and individual securities, offering model portfolios that are actively monitored and rebalanced, along with technology and operational solutions for other advisers.

Dennis Maguire Jr. is a financial advisor with Simplicity Wealth who holds a Series 66 registration and has 22 years of industry experience. His prior experience includes roles at Cetera, Creative Planning Institutional Advisors, Principal Financial Services, and Ameriprise. He serves as a board member at The Hill School, contributing to strategic decisions on operations and enrollment. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, corporate and institutional investors, as well as other financial firms. The firm offers advisory services through a fund-of-funds approach utilizing ETFs, mutual funds, and individual securities, combined with model portfolio management and technology-driven operational solutions for advisers.

Bryce Lee is a Series 65-licensed financial advisor at Simplicity Wealth with two years of industry experience. He is also co-owner of BTL Tax and Financial Services, an accounting and insurance firm where he provides tax preparation, insurance sales, and Medicare-related services. Additionally, he owns a food truck business operated by his wife. Simplicity Wealth serves a diverse client base including individual and institutional investors, offering advisory services from financial planning to retirement plan management. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, supported by technology and operational solutions for advisers.

Robert Cannon is a financial advisor with Simplicity Wealth in Riverside, CT, holding Series 63 and Series 66 licenses and five years of industry experience. His prior roles include positions at Experity Wealth, Foundations Investment Advisors LLC, and Rudman Cannon Financial Advisors. Outside of advisory work, he owns and operates Cannon Wealth Solutions Inc, an agency for personal life insurance sales. Simplicity Wealth serves a diverse client base ranging from individual and high-net-worth investors to corporate and institutional clients, offering services such as financial planning, portfolio management, and retirement plan advisory. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, and provides technology and operational support for other advisers through a managed account platform.

Dennis Szymanski is a financial advisor at Simplicity Wealth with 16 years of industry experience. He holds Series 63 and 65 licenses and has worked at several firms, including Redhawk Wealth Advisors and Platinum Home Mortgage. He is also the owner of First Fruits Asset Management and First Fruits Metals Exchange, which are involved in insurance sales and physical precious metals sales, respectively. Simplicity Wealth serves a diverse client base, including individuals, retirement plans, corporate and institutional investors, and other financial firms. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and model portfolios, and offers technology-driven advisory and operational services to other advisors.

Lenny Martinez is a financial advisor at Simplicity Wealth with 11 years of industry experience. He holds a Series 65 designation and has worked previously at Brokers International Financial Services, Secure Investment Management, and JD Mellberg Financial. Outside of his advisory role, Martinez is president of Futurenvest Consulting, an insurance agency, and he also presents financial wellness workshops for corporate employees through the Association of Financial Educators. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, corporate and institutional investors, and other financial firms. The firm employs a fund-of-funds approach using ETFs, mutual funds, and individual securities, offering model portfolios with discretionary management and additional services such as tax optimization and customized investment screening.

Thomas Fadden is a financial advisor at Simplicity Wealth with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Foundations Investment Advisers, Independent Trust Wealth Management LLC, Citizens Securities, Inc., and Cco Investment Services Corp. Outside of his advisory role, Fadden serves as an adjunct professor teaching business classes at Quincy College. Simplicity Wealth offers advisory services to a diverse client base including individual and high-net-worth investors, retirement plans, and institutional clients. The firm employs a fund-of-funds approach using ETFs, mutual funds, and individual securities, and integrates advisory services with technology solutions and a third-party model manager platform for other advisors.

Timothy Tuschinski is a financial advisor at Simplicity Wealth in Melbourne, FL, holding a Series 65 credential with two years of industry experience. Prior to his advisory career, he served in the US Navy for 24 years. Outside of his advisory role, he is the founder and sole employee of Tactical Edge Solutions, an aerospace and defense consulting firm supporting small businesses bidding on government contracts. Simplicity Wealth serves a diverse client base including individual investors, retirement plans, corporate and institutional investors, and other financial firms. The firm employs a fund-of-funds approach utilizing ETFs, mutual funds, and individual securities, alongside model portfolios monitored and rebalanced regularly, and offers technology and operational support for other advisers through its managed account platform.

Lacy Mulroy is a financial advisor at Simplicity Wealth with eight years of industry experience. She holds a Series 65 designation and has previously worked at United Capital Financial Advisors, LLC. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, and institutional investors. The firm employs a fund-of-funds approach using ETFs, mutual funds, and individual securities, and offers advisory services alongside technology and operational solutions for other advisers.