Jared Hillman is a financial advisor with Simplicity Wealth in Minneapolis, MN, holding a Series 65 designation and 12 years of industry experience. He previously worked at Sawtooth Asset Management for 10 years and was affiliated with Simplicity Solution from 2021 to 2024. 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 to build model portfolios and offers advisory services combined with technology and operational support for other advisers.

Thomas Rozman is a CFA® charterholder with 25 years of industry experience. He is currently a financial advisor with Simplicity Wealth, where he has worked since 2022. His prior experience includes roles at Simplicity Solutions, LLC and Sawtooth Solutions, LLC. Simplicity Wealth provides advisory services to 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 utilizing ETFs, mutual funds, and individual securities, and it offers a suite of technology and operational services for advisers alongside its managed account platform.

Aidan Young is a financial advisor at Simplicity Wealth in Bloomington, MN, holding a Series 65 designation with two years at the firm. His prior experience includes roles at Coinbase, Northern Trust Corporation, and Euronext Dublin. Simplicity Wealth serves a diverse client base that includes 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 advisory services alongside technology and operational solutions for other advisers.

Mike Nimmo is a CFP® credentialed financial advisor with 10 years of industry experience. He is currently with Simplicity Wealth and has previously worked at Kinetic Investment Management and Allianz Life, among other firms. Outside of his advisory role, he is the founder of Play It Forward Group, which organizes a charity golf tournament with a portion of proceeds donated to charity. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, and institutional investors. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, offering portfolio management, retirement plan services, and a managed account platform for advisers.

David Wohlwend is a financial advisor at Simplicity Wealth with over 31 years of industry experience. He holds the ChFC® and Series 63 designations and has worked with Advisors Resource LLC and The Leaders Group, Inc. since 2008. Outside of advising, he is a partner in an LLC unrelated to investments and has involvement in a family-run rental car business. 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, and provides model portfolios alongside advisory and managed account platform services for other advisers.