B.O.S.S. Retirement Advisors, LLC

Kelly Holtman is a financial advisor with B.O.S.S. Retirement Advisors, LLC, holding Series 65 and Series 66 credentials and bringing 18 years of industry experience. Prior to joining B.O.S.S. in 2024, Kelly worked at Raymond James Financial Services, Wells Fargo Advisors, Soltis Investment Advisors, Triad Advisors, and LPL Financial. Outside of advising, Kelly owns an art and writing sales business and serves on the board council of the South Jordan Arts Council. B.O.S.S. Retirement Advisors provides investment advisory services and supplemental financial planning to individuals, high-net-worth clients, and various institutional entities. The firm primarily delivers services through co-managed arrangements with AE Wealth Management and referrals to third-party money managers, focusing on diversified model portfolios and ongoing oversight.

Michael Fortin is a financial advisor at B.O.S.S. Retirement Advisors, LLC in Lehi, Utah, holding a Series 66 designation with five years of industry experience. His prior roles include positions at Fidelity Investments and LPL Enterprise LLC. B.O.S.S. Retirement Advisors provides investment advisory and supplemental financial planning services to individuals, high-net-worth clients, and various institutional entities. The firm emphasizes a client assessment-driven process and uses model portfolios and external managers to construct diversified allocations while overseeing client relationships.

Christopher Dolan is a CFP® professional with 20 years of experience in the financial services industry. He is currently affiliated with B.O.S.S. Retirement Advisors, LLC and has previously worked at Robert W Baird & Co., Madison Avenue Securities, and EA Buck Financial. B.O.S.S. Retirement Advisors provides investment advisory and supplemental financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and business entities. The firm emphasizes client assessments, diversified model portfolios, and collaboration with outside managers for portfolio management and oversight.

Garrett Wozniak is a financial advisor at B.O.S.S. Retirement Advisors, LLC with six years of industry experience. He holds Series 63 and Series 66 licenses. His prior experience includes roles at Merrill, Bank of America, Fidelity Investments, and Capital Wealth Advisors. B.O.S.S. Retirement Advisors provides investment advisory and supplemental financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and business entities. The firm manages approximately $1.38 billion on a discretionary basis, primarily through co-managed arrangements with AE Wealth Management and referrals to third-party money managers, emphasizing diversified allocations constructed via model portfolios and external managers.

Robert Brantley is a financial advisor at B.O.S.S. Retirement Advisors, LLC with 16 years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones for eight years before joining B.O.S.S. Retirement Advisors in 2017. B.O.S.S. Retirement Advisors provides investment advisory services and supplemental financial planning to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and business entities. The firm manages approximately $1.38 billion on a discretionary basis, typically working through co-managed arrangements with AE Wealth Management and referrals to third-party money managers.

David Boyd is a CFP® and Series 65 credentialed advisor at B.O.S.S. Retirement Advisors, LLC with five years of industry experience. He has worked at B.O.S.S. Retirement Advisors since 2022, following roles at Arista Wealth Management and Utah Valley University, among others. B.O.S.S. Retirement Advisors provides investment advisory and financial planning services to individuals, high-net-worth clients, and various institutional entities. The firm emphasizes co-managed arrangements with outside managers and third-party money managers, focusing on diversified model portfolios and ongoing oversight.

Julia Steppan is a financial advisor at B.O.S.S. Retirement Advisors, LLC in Kirkland, WA, with seven years of industry experience and holds a Series 66 designation. Her prior experience includes roles at Becker Retirement Group, AE Wealth Management, Bank of America, and Merrill. Outside of her advisory work, she teaches fitness and yoga classes through TRUFUSION. B.O.S.S. Retirement Advisors provides investment advisory and supplemental financial planning services to individuals, high-net-worth clients, and various institutional accounts. The firm primarily delivers services through co-managed arrangements and referrals to third-party money managers, focusing on diversified model portfolios and outsourced management.

Jonathan Albrethsen is a Series 65-licensed financial advisor with B.O.S.S. Retirement Advisors, LLC, based in Lehi, Utah. He has two years of industry experience, including roles at B.O.S.S. Retirement Solutions and HA Wealth Advisors. B.O.S.S. Retirement Advisors offers investment advisory and financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and businesses. The firm manages approximately $1.38 billion on a discretionary basis, using model portfolios and outside managers to construct diversified allocations while providing ongoing oversight and supplemental consulting.

Skyler Fredrickson is a CFP® professional with 15 years of experience currently serving at B.O.S.S. Retirement Advisors, LLC in Salt Lake City, UT. His career includes roles at several firms such as inContact and Futurevest Financial, with eight years at B.O.S.S. Retirement Advisors. Outside of his advisory work, he owns small rental and non-investment real estate businesses. B.O.S.S. Retirement Advisors offers investment advisory and supplemental financial planning services to individuals, high-net-worth clients, and institutional entities. The firm employs a client-focused process that uses model portfolios and third-party managers to provide diversified allocations and ongoing oversight.

Karla Church is a financial advisor at B.O.S.S. Retirement Advisors, LLC with five years of industry experience. She holds a Series 65 designation and has worked with B.O.S.S. Retirement Solutions and B.O.S.S Retirement Advisors since 2018, following a two-year tenure at New Millennium. B.O.S.S. Retirement Advisors provides investment advisory services and supplemental financial planning to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and business entities. The firm manages approximately $1.38 billion on a discretionary basis, emphasizing co-managed arrangements with AE Wealth Management and referrals to third-party money managers or platform providers.

Hayden Adams is a financial advisor at B.O.S.S. Retirement Advisors, LLC with three years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Fidelity Investments and Utah Valley University. Adams served in the U.S. Marine Corps from 2019 to 2022. B.O.S.S. Retirement Advisors provides investment advisory services and supplemental financial planning to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and business entities. The firm manages approximately $1.38 billion on a discretionary basis and primarily uses co-managed arrangements with AE Wealth Management and referrals to third-party money managers to construct diversified portfolios.

Ryan Landvatter is a financial advisor with B.O.S.S. Retirement Advisors, LLC, holding Series 63 and Series 65 credentials and bringing nine years of industry experience. He has been with B.O.S.S. Retirement Advisors since 2018 and previously worked at B.O.S.S. Retirement Solutions from 2015 to 2018. Outside of his advisory role, he creates and sells personal artwork through a website. B.O.S.S. Retirement Advisors provides investment advisory services and financial planning to individuals, high-net-worth clients, and various entities. The firm utilizes co-managed arrangements and third-party managers to construct diversified portfolios while offering supplemental planning and ongoing oversight.

Adam Lallas is a Series 65 licensed financial advisor with seven years of industry experience. He is currently with B.O.S.S. Retirement Advisors, LLC and previously worked at Capstone Financial Advisors, Inc. He also provides tax preparation services as a sole proprietor in Payson, UT. B.O.S.S. Retirement Advisors offers investment advisory and supplemental financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and business entities. The firm manages approximately $1.38 billion in assets and primarily operates through co-managed arrangements with AE Wealth Management and referrals to third-party money managers, using model portfolios and external managers to construct diversified allocations.

Tyson Thacker is a financial advisor with B.O.S.S. Retirement Advisors, LLC, holding Series 63 and Series 65 credentials and having 11 years of industry experience. He is involved in multiple business ventures outside of advisory work, including serving as CEO of Infinity Group Enterprises, a company engaged in financial services and real estate, and managing several other enterprises related to publishing, marketing, and solar energy. B.O.S.S. Retirement Advisors provides investment advisory services and supplemental financial planning to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and business entities. The firm utilizes a model portfolio approach and external managers to construct diversified allocations while offering ongoing oversight and consulting services, primarily through co-managed arrangements and referrals to third-party money managers.

David Whitworth is a financial advisor at B.O.S.S. Retirement Advisors, LLC with 13 years at the firm and 9 years of industry experience. He holds the Series 65 credential. B.O.S.S. Retirement Advisors provides investment advisory services and supplemental financial planning to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and business entities. The firm manages approximately $1.38 billion on a discretionary basis and delivers ongoing services primarily through co-managed arrangements with AE Wealth Management and by referring clients to third-party money managers.