Natalie Yarbrough is a Series 65-licensed advisor at Simplicity Wealth with four years of industry experience. She has worked at Simplicity Wealth since 2023 and previously held roles at Retirement Strategies Group and Allstate Insurance. Outside of her advisory work, she is also active as an insurance agent, earning commissions from annuity and life 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 employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, coupled with a managed account platform and technology solutions for advisers.

Alan Cantrell is a financial advisor at Simplicity Wealth with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Krueger & Catalano Capital Partners LLC and Retirement Strategies Group LLC. Outside of his advisory work, Cantrell manages a golf simulator business designed to help improve players' games. 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 uses a fund-of-funds approach with ETFs, mutual funds, and individual securities, offering model portfolios that are monitored and rebalanced regularly, along with advisory support and operational technology solutions primarily for other advisers.