Lewis Center, OH Office

Joshua Pick is a financial advisor at Simplicity Wealth with 24 years of industry experience. He holds a Series 63 designation and has held roles at Aptus Wealth Insurance Services, Aptus Wealth Management, Doublet Capital Management, Aptus Marketing, Aptus Tax Advisory Group, and Annuity Marketing Group. Outside of his advisory work, he serves on the advisory board of AthleteAgent. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, corporate and institutional investors, and other financial firms. The firm employs a fund-of-funds approach using ETFs, mutual funds, and individual securities, and offers advisory services, model portfolios, and technology solutions such as a managed account platform for advisers.

Logan Harris is a Series 65 licensed financial advisor at Simplicity Wealth with three years of industry experience. Prior to joining Simplicity Wealth, he worked at Verity Asset Management and Eaton Financial Holdings Company, LLC. Harris serves in the United States Naval Reserves and operates a financial education website focused on the military community, as well as managing a consumer retail products business. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, corporate and institutional investors, and other financial firms, offering a range of advisory services and a managed account platform. The firm employs a fund-of-funds investment approach utilizing ETFs, mutual funds, and individual securities, with ongoing portfolio monitoring and rebalancing, while also providing technology and operational solutions for other advisers.