Curtis Cottle is a financial advisor at Simplicity Wealth with 14 years of industry experience. He holds a Series 65 designation and has previously worked at IAMS Wealth Management, LLC, Compass Insurance Agency, Gradient Securities, LLC, and Gradient Advisors, LLC. Outside of his advisory role, he is involved in estate planning software services through Legacy Lock. 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 using ETFs, mutual funds, and individual securities, and combines advisory services with technology and operational solutions for other advisers.

Benjamin Smith is a Series 65 licensed advisor at Simplicity Wealth with one year of experience in the financial industry. Prior to joining Simplicity Wealth, he worked at SBC Financial and held roles in construction equipment, catering, and rental businesses. 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 primarily using ETFs and mutual funds, offering discretionary portfolio management and a managed account platform with various overlays and a formal due diligence process for third-party managers.

Ian Grohman is a Series 65-licensed advisor at Simplicity Wealth with two years of industry experience. He previously worked at IAMS Wealth Management and has been involved with Security Benefits Center since 2019. Outside of his advisory role, he is the owner and CEO of IJG, LLC, where he coaches soccer. Simplicity Wealth serves a diverse client base including individuals, retirement plans, corporate and institutional investors, and financial firms. The firm employs a fund-of-funds approach using ETFs, mutual funds, and individual securities, offering model portfolios with ongoing monitoring and optional overlays such as tax optimization.