Kimberly Woodsum is a financial advisor at Simplicity Wealth with two years of industry experience. She holds a Series 65 designation and previously worked at Ehlert Financial Group, Inc. from 2022 to 2024. Outside of her advisory role, she also presents and sells life insurance to clients when appropriate. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, institutional clients, and other financial firms. The firm uses a fund-of-funds investment approach primarily with ETFs and mutual funds, offering model portfolios that are actively monitored and rebalanced, alongside advisory and technology services for other advisers.

Mary Heil is a financial advisor at Simplicity Wealth with eight years of industry experience. She holds a Series 65 license and has previously worked at Ehlert Financial Group and Protected Tomorrows. Heil is also the Corporate Operations Manager at Protected Tomorrows and holds a Notary Public commission. Simplicity Wealth serves a diverse client base, including individual and high-net-worth investors, retirement plans, 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 ongoing monitoring and rebalancing, as well as technology and operational support for advisers through a turn-key asset management platform.

Robert Freeman is a financial advisor with Simplicity Wealth holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Goldman Sachs & Co. LLC and The Ayco Company, L.P./Mercer Allied. Outside of work, he volunteers with North Suburban Synagogue Beth El, a community men’s group providing programs and support services. Simplicity Wealth serves 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, alongside model portfolios that are actively monitored and rebalanced, and offers technology and operational solutions for other advisers through a third-party asset management platform.

Jeremy Joseph is a CFP® professional with 19 years of experience in the financial industry. He is currently with Simplicity Wealth and Protected Tomorrows, having previously worked at firms including Savant Wealth Management, Huber Financial Advisors, TD Ameritrade, Fidelity Brokerage Services, Madison Avenue Securities, and Ameriprise. 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 employs a fund-of-funds approach using ETFs, mutual funds, and individual securities, and provides advisory services alongside technology and operational solutions for advisers through its managed account platform.

Braden Monahan is a financial advisor with Simplicity Wealth in Lincolnshire, IL, holding a Series 65 designation and two years of industry experience. He has worked at Simplicity Wealth since 2024 and previously held roles at Ehlert Financial Group and the University of Illinois. In addition to his advisory work, Monahan is a registered insurance agent and presents life insurance policies alongside his financial advisory services. Simplicity Wealth serves a diverse clientele 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, offering model portfolios and discretionary management combined with technology and operational support for other advisers.

Mary Ehlert is a CFP® professional with 28 years of experience in the financial industry, currently affiliated with Simplicity Wealth. She has held roles at Forum Financial Management and founded Ehlert Financial Group. Ehlert is involved in several nonprofit and advocacy organizations focused on disabilities and special needs, including serving as CEO of Protected Tomorrows Inc. and participating on the boards of multiple related charities. Simplicity Wealth serves a diverse client base, including individual investors, retirement plans, and institutional clients. The firm employs a fund-of-funds investment approach primarily using ETFs and mutual funds, and offers technology and operational services to other advisers alongside its advisory solutions.