Kelly Holtman is a financial advisor with B.O.S.S. Retirement Advisors, LLC, holding Series 65 and Series 66 credentials and bringing 18 years of industry experience. Prior to joining B.O.S.S. in 2024, Kelly worked at Raymond James Financial Services, Wells Fargo Advisors, Soltis Investment Advisors, Triad Advisors, and LPL Financial. Outside of advising, Kelly owns an art and writing sales business and serves on the board council of the South Jordan Arts Council. B.O.S.S. Retirement Advisors provides investment advisory services and supplemental financial planning to individuals, high-net-worth clients, and various institutional entities. The firm primarily delivers services through co-managed arrangements with AE Wealth Management and referrals to third-party money managers, focusing on diversified model portfolios and ongoing oversight.

Brady Fuller is a CFP® professional with 19 years of industry experience, currently serving at B.O.S.S. Retirement Advisors, LLC. His prior roles include positions at Fuller Financial Services and Cetera Advisor Networks. 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 typically works through co-managed arrangements with AE Wealth Management and referrals to third-party money managers and platform providers.

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.