SimplyRIA Advisor Network

Jacob Kasperski is a financial advisor at A Smarter Way to Invest with three years of industry experience. He holds a Series 65 designation and also serves as Portfolio Manager at Entry Point Advisor Network, a service provider supporting insurance agents and investment advisors. His prior experience includes roles in education and small business ownership. A Smarter Way to Invest provides third-party investment advisory services to registered investment adviser firms, offering systematically managed strategies that combine fundamental and technical analysis. The firm focuses on institutional and RIA clients, delivering proprietary models and customized solutions rather than serving individual retail investors.

Richard Green is a financial advisor with Caitlin John, LLC, holding Series 63, 65, and 66 licenses and bringing 21 years of industry experience. He has worked at Bastion Wealth Management and Alpha Global Investments and is CEO and co-owner of WMA Enterprises, an accounting firm specializing in tax preparation. Richard also operates as an independent insurance agent focusing on annuities and life insurance strategies. Caitlin John, LLC serves retail and high-net-worth individuals, trusts, qualified retirement plan sponsors, and other institutions by providing investment management, financial planning, consulting, and retirement plan services. The firm offers personalized investment programs that combine active and passive management, third-party managers, and a variety of instruments, operating both wrap and non-wrap arrangements along with consulting for held-away assets.

Benjamin Luppino is an advisor at Caitlin John, LLC with Series 63 and Series 65 credentials and no prior industry experience. He has a 25-year background at Denso International America and currently serves as Chief Strategy Officer at Bharat Forge America, a company focused on design and engineering for automotive and heavy truck markets. Caitlin John, LLC serves retail and high-net-worth individuals, trusts, qualified retirement plan sponsors, and institutions, providing investment management, financial planning, and consulting services. The firm offers personalized investment programs that combine active and passive management across a broad range of instruments and operates both wrap and non-wrap account arrangements.

Bradden Blair is an advisor at Caitlin John, LLC with Series 63 and Series 65 credentials and one year of industry experience. He serves as President and CEO of OSBIG, Inc., a business incubator and venture fund management firm, where he has been involved since 2019. His prior experience includes seven years at the University of Utah. Caitlin John, LLC serves retail and high-net-worth individuals, trusts, qualified retirement plan sponsors, and other institutions by offering investment management, financial planning, and consulting services. The firm uses a personalized investment approach combining active and passive management, third-party portfolio managers, and a variety of instruments, including alternatives and options strategies.

James Anadon is a Series 66 licensed financial advisor with 11 years of industry experience. He is currently with Caitlin John, LLC, where he has worked since 2022. His prior experience includes roles at Pillar6 Advisors, LLC, World Equity Group, and Pacific Equity Partners. Caitlin John, LLC serves retail and high-net-worth individuals, trusts, qualified retirement plan sponsors, and other institutions by providing investment management, financial planning, consulting, and qualified retirement plan services. The firm offers personalized investment programs combining active and passive management, third-party portfolio managers, and a variety of instruments, operating both wrap and non-wrap accounts alongside consulting on non-traditional and private investments.

Nathan Meyer is a CFP® with six years of industry experience, currently affiliated with Caitlin John, LLC. He has worked at several firms including Guardian Pointe Private Wealth Management and A Smarter Way To Invest, Inc. Meyer is also the Director of Compliance and Operations at Entry Point Advisor Network, a service provider for insurance agents and investment advisors. Caitlin John, LLC serves retail and high-net-worth individuals, trusts, qualified retirement plan sponsors, and other institutions, offering investment management, financial planning, consulting, and qualified retirement plan services. The firm delivers personalized investment programs through a team of registered investment adviser representatives, utilizing a mix of active and passive management, third-party portfolio managers, and a broad range of financial instruments.

Gerard Magee is a financial advisor with Caitlin John, LLC in Las Vegas, NV, holding Series 63 and Series 65 licenses and one year of industry experience. He previously served 21 years in the United States Air Force. Outside of his advisory role, he is involved as a principal advisor at Imagine Advisors LLC and works as an insurance agent and compliance officer with Imagine Financial Group. Caitlin John, LLC serves retail and high-net-worth individuals, trusts, qualified retirement plan sponsors, and institutions by offering personalized investment management, financial planning, and consulting services. The firm utilizes a combination of active and passive strategies, third-party portfolio managers, and a variety of investment instruments, operating both wrap and non-wrap accounts.

Michael Thurman is a financial advisor at Caitlin John, LLC with 26 years of industry experience. He holds Series 63, 65, and 66 licenses. Prior to joining Caitlin John, he worked at Cambridge Investment Research Advisors, Inc., and Cambridge Investment Research, Inc., and has been involved with White Glove and Investwise Financial LLC, where he holds co-ownership and consulting roles related to marketing services. He also serves as a board member of White Glove Workshop. Caitlin John, LLC serves retail and high-net-worth individuals, trusts, qualified retirement plan sponsors, and other institutions by providing investment management, financial planning, consulting, and qualified retirement plan services. The firm offers personalized investment programs combining active and passive management, third-party portfolio managers, and a variety of instruments, operating both wrap and non-wrap account arrangements.

Neil Kaplan is a Series 65-licensed financial advisor with eight years of industry experience. He is currently with Caitlin John, LLC and previously worked at Guardian Pointe Private Wealth Management, LLC. Outside of his advisory role, he owns and operates KIS Financial, LLC, a business focused on college funding solutions and insurance products. Caitlin John, LLC serves retail and high-net-worth individuals, trusts, qualified retirement plan sponsors, and other institutions, offering investment management, financial planning, consulting, and qualified retirement plan services. The firm provides personalized investment programs through a team of registered investment adviser representatives, utilizing a range of strategies and instruments, including proprietary dynamic allocation strategies and consulting on non-traditional investments.

John Lambert is a CFP® and ChFC® with 32 years of industry experience. He has been with Caitlin John, LLC since 2017 and previously worked at The Huntington Investment Company and LPL Financial LLC. Outside of his financial advisory work, he has been a ski instructor and coach since 1982, including roles with the Mt. Holly Ski School and local junior ski teams. Caitlin John, LLC serves retail and high-net-worth individuals, trusts, qualified retirement plan sponsors, and institutions, providing investment management, financial planning, and consulting services. The firm offers personalized investment programs combining active and passive management across a broad range of instruments and also consults on non-traditional and private investments.

Thomas Warner is a financial advisor at Caitlin John, LLC with Series 63 and Series 65 designations and four years of industry experience. He previously worked at Equitable Advisors, LLC and AXA Advisors, LLC. Warner is also involved with InvestWise Wealth Management, INC., an independent brand offering advisory services through Caitlin John, LLC. Caitlin John, LLC serves retail and high-net-worth individuals, trusts, qualified retirement plan sponsors, and other institutions, providing personalized investment management, financial planning, and consulting services. The firm employs a range of strategies including active and passive management, third-party portfolio managers, and alternative investments, and offers both wrap and non-wrap account arrangements.

Steven Roy is a financial advisor with Caitlin John, LLC, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. His career includes roles at Founders Financial Securities, R & N Financial Solutions, and Roy, Noye & Warren CPA, P.C. He also works as an independent insurance agent. Caitlin John, LLC serves retail and high-net-worth individuals, trusts, qualified retirement plan sponsors, and other institutions with investment management, financial planning, and consulting services. The firm offers personalized investment programs that combine active and passive management and provides both discretionary and non-discretionary solutions.

Matthew Lamarre is a financial advisor with Caitlin John, LLC, holding a Series 65 designation and 15 years of industry experience. He has worked with Caitlin John, LLC since 2011 and is also a managing partner at Jackson Kennedy and owner of M&L Retirement Solutions, both of which involve selling annuity and life insurance products. Caitlin John, LLC serves retail and high-net-worth individuals, trusts, qualified retirement plan sponsors, and institutions by providing investment management, financial planning, consulting, and qualified retirement plan services. The firm offers personalized investment programs that combine active and passive management, third-party portfolio managers, and a variety of instruments, including ETFs, mutual funds, equities, fixed insurance products, alternatives, and options strategies.

Ronald Briggs III is a financial advisor at Caitlin John, LLC with six years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked with Jackson National Life Insurance and A Smarter Way To Invest, Inc. Outside of his advisory role, Ronald serves as the Director of Business Development for Entry Point Advisor Network, a service provider supporting insurance agents and investment advisors. Caitlin John, LLC serves retail and high-net-worth individuals, trusts, qualified retirement plan sponsors, and other institutions, offering investment management, financial planning, consulting, and qualified retirement plan services. The firm provides personalized investment programs combining active and passive management, third-party portfolio managers, and a wide range of instruments across wrap and non-wrap account arrangements.

David Lekarczyk is a financial advisor with Caitlin John, LLC in Valparaiso, IN, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He has been with Caitlin John, LLC since 2012. In addition to his advisory role, he is an independent insurance agent for various insurance companies. Caitlin John, LLC serves retail and high-net-worth individuals, trusts, qualified retirement plan sponsors, and other institutions, providing investment management, financial planning, consulting, and qualified retirement plan services. The firm offers personalized investment programs that combine active and passive management, third-party portfolio managers, and a broad range of instruments, including ETFs, mutual funds, equities, fixed insurance products, alternatives, and options strategies.