Vincent Munno is a CFP® professional with 35 years of industry experience, currently serving as an advisor at Simplicity Wealth. His prior experience includes roles at Mutual Trust Co. of America Securities and other financial and insurance-related businesses. Outside of advisory work, he is involved in the wholesale of fixed insurance products and owns several car wash businesses. Simplicity Wealth serves a diverse client base, including individual and high-net-worth investors, retirement plans, and institutional investors, providing financial planning, portfolio management, and advisor support through a fund-of-funds investment approach utilizing ETFs, mutual funds, and individual securities. The firm combines advisory services with technology and operational solutions, including a managed account platform and multiple model manager offerings.

Michael Gilbert is a financial advisor at Simplicity Wealth with 11 years of industry experience. He holds a Series 66 designation and has worked at firms including Morgan Stanley and Wells Fargo Clearing. Gilbert is also a registered insurance agent who speaks with clients about insurance products. 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 uses a fund-of-funds approach with ETFs, mutual funds, and individual securities, and provides advisory services alongside technology and operational solutions for other advisers.

Benjamin Clark is a CFP® with three years of industry experience, currently affiliated with Simplicity Wealth in Clearwater, FL. He has worked at Simplicity Wealth since 2024 and also operates Clark Wealth LLC, where he is involved in wholesale insurance sales. Prior to his current roles, he held positions at Universal Financial Consultants and Ernst & Young Investment Advisers LLP. Simplicity Wealth serves a diverse client base, including individual and high-net-worth investors, retirement plans, corporations, and other financial firms. The firm utilizes a fund-of-funds strategy incorporating ETFs, mutual funds, and individual securities, and offers a turnkey asset management platform with model portfolios, third-party manager oversight, and technology-driven solutions for advisers.