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.

Bradden Blair is an advisor with SimplyRIA Advisor Network holding Series 63 and Series 65 licenses and one year of industry experience. He has professional experience at Caitlin John, LLC and serves as President and CEO of OSBIG, Inc., a business incubator and venture fund management firm. SimplyRIA Advisor Network provides advisory services to individuals, trusts, estates, and qualified retirement plans through an RIA-aggregator model, allowing independent practices to operate under its supervision. The firm employs a mix of active and passive investment strategies and offers access to alternative private investments and estate-planning tools.

James Anadon is a financial advisor with SimplyRIA Advisor Network in Ocean Springs, MS, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at Olivia Wealth Management, Pillar6 Advisors, LLC, World Equity Group, and Pacific Equity Partners. SimplyRIA Advisor Network provides advisory services to individuals, trusts, estates, and qualified retirement plans through a team-based, RIA-aggregator model. The firm offers both discretionary and non-discretionary investment management and financial planning, utilizing a mix of active and passive strategies, third-party sub-advisers, and alternative investments tailored to client objectives.

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.

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 financial advisor with SimplyRIA Advisor Network in Brighton, MI, holding CFP® and ChFC® designations along with Series 63 and 66 licenses. He has 32 years of industry experience, including roles at LPL Financial and The Huntington Investment Company. Outside of finance, he has been involved in ski coaching and instruction for over four decades, working with junior alpine athletes and various ski teams. SimplyRIA Advisor Network provides advisory services to individuals, trusts, estates, and qualified retirement plans through a team of 24 advisors. The firm operates as an RIA-aggregator, supporting independent advisors who tailor portfolios using a mix of active and passive strategies, third-party sub-advisers, and alternative investments.

Nicholas Farrell is a financial advisor at SimplyRIA Advisor Network with Series 66 credentials. He has one year of industry experience and has worked at multiple firms including Farrell Financial Planning LLC and Boundless Financial Solutions. Outside of his advisory roles, Farrell has experience in education, having worked with several public school districts. SimplyRIA Advisor Network serves individuals, trusts, estates, and qualified retirement plans through discretionary and non-discretionary investment management, financial planning, and consulting services. The firm operates as an RIA-aggregator, supporting independent practices and offering a mix of active and passive portfolio strategies, including access to alternative private investments and estate-planning tools.

Ethan Favre is a CFP® professional with one year of experience, currently affiliated with SimplyRIA Advisor Network in Blaine, MN. His prior work history includes roles at Northwestern Mutual Investment Services LLC and Edward Jones. Outside of his advisory work, he operates a vending machine route. SimplyRIA Advisor Network provides advisory services to individuals, trusts, estates, and qualified retirement plans. The firm operates as an RIA-aggregator where independent practices are supervised under a common compliance framework, offering tailored portfolio management using a combination of active and passive strategies along with access to alternative investments and advisory insurance products.

Steven Roy is a financial advisor with SimplyRIA Advisor Network, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. His prior roles include work at Roy, Noye & Warren CPA, P.C., and multiple independent business activities, including ten years as an independent insurance agent. SimplyRIA Advisor Network provides advisory services to individuals, trusts, estates, and retirement plans through a team-based RIA-aggregator model. The firm supports a range of investment management and planning services, utilizing both active and passive strategies alongside alternative investments and advisory insurance products.

Frank Manziano is a CFA® charterholder with nine years of industry experience, currently serving at SimplyRIA Advisor Network. He has been with SimplyRIA since 2026 and also operates Frank the Financial Coach LLC. Manziano has experience in education, having worked with the Tenafly and Glen Rock Boards of Education for a combined 13 years. SimplyRIA Advisor Network provides advisory services to individuals, trusts, estates, and qualified retirement plans through an RIA-aggregator model where supervised Investment Adviser Representatives manage independent practices under the firm’s oversight. The firm’s approach includes tailored portfolios that utilize both active and passive strategies, third-party sub-advisers, and alternative investments.

Elizabeth Merkin is a financial advisor at SimplyRIA Advisor Network with a Series 65 credential. She has one year of industry experience and previously worked at Worth A.I. and Kingsbury Financial Advisors. She has also held roles in academia and the food service industry. SimplyRIA Advisor Network serves individuals, trusts, estates, and qualified retirement plans, offering discretionary and non-discretionary investment management along with financial planning and retirement services. The firm operates as an RIA-aggregator, with Investment Adviser Representatives managing independent practices under centralized compliance and supervision, utilizing a range of investment strategies and alternative products.

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 with SimplyRIA Advisor Network based in Brighton, MI. He holds Series 63 and Series 65 credentials and has six years of industry experience. Prior to joining SimplyRIA, he worked with Jackson National Life and currently serves as Director of Business Development for Entry Point Advisor Network, a service provider for insurance agents and investment advisors. SimplyRIA Advisor Network offers advisory services to individuals, trusts and estates, and qualified retirement plans, combining discretionary and non-discretionary investment management with financial planning and consulting. The firm operates as an RIA-aggregator, with supervised Investment Adviser Representatives managing independent practices under its compliance framework, utilizing a mix of active and passive strategies, third-party sub-advisers, and alternative investments.

David Lekarczyk is a financial advisor with SimplyRIA Advisor Network, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He has worked at Caitlin John, LLC since 2012. In addition to his advisory role, he acts as an independent insurance agent for various insurance companies. SimplyRIA Advisor Network provides advisory services to individuals, trusts and estates, and qualified retirement plans. The firm operates as an RIA-aggregator, supporting independent practices under centralized compliance and supervision, and uses a mix of active and passive strategies, third-party sub-advisers, and alternative investments.