The People Behind Your Plan · Ocala, FL
Meet Our Team
Who We Are
Trusted guidance from people who know your community
Michael Riley, CFP® · CLU® · ChFC®
Michael Riley founded Estate and Retirement Resources, Inc. in 1998 with a commitment to helping individuals and families make informed financial decisions through personalized planning and long-term relationships.
As President and Financial Planner, Michael works closely with clients to develop customized wealth management, retirement, and estate planning strategies tailored to their unique goals and circumstances. He believes that effective planning goes beyond investments, incorporating thoughtful coordination across all aspects of a client’s financial life.
Michael has earned the Certified Financial Planner™ (CFP®), Chartered Life Underwriter® (CLU®), and Chartered Financial Consultant® (ChFC®) professional designations, reflecting his dedication to continuing education and comprehensive financial planning.
He is a Registered Representative with Simplicity Investments, holding FINRA Series 6, Series 7, and Series 66 registrations. Michael is also licensed in Florida and multiple other states to offer life insurance, health insurance, and variable annuity products.
Throughout his career, Michael has built lasting relationships with clients and their families, helping many navigate important financial decisions across multiple generations. His client-centered approach emphasizes education, personalized guidance, and coordination with attorneys, accountants, and other trusted professionals to help clients pursue their long-term financial and estate planning objectives.
Vincent Munno, CFP® · CLU®
Vincent has over 30 years of experience in the financial services industry, specializing in Estate and Insurance Planning. After 10 years of remarkable success in personal planning, he has become a mentor to other financial planners. Vince founded Simplicity UFC in the early 90s and has built it to become one of the top Financial Marketing Organizations in the nation.
Vincent also serves on the management councils of multiple esteemed life insurance companies. He holds a Series 63, Series 6, and Series 7 Security Licenses through Simplicity Investments.
Brian Wakefield
Brian Wakefield is a Wealth Advisor with Estate and Retirement Resources, Inc., where he helps business owners, professionals, retirees, and families make informed financial decisions through comprehensive financial planning and personalized guidance.
Brian works closely with clients to develop customized wealth management, retirement, tax-efficient, and estate planning strategies tailored to their unique goals and circumstances. He believes effective planning requires a coordinated approach that integrates every aspect of a client’s financial life while simplifying complex decisions.
Brian is particularly passionate about helping business owners address the unique opportunities and challenges of building, protecting, and transitioning wealth. Through the firm’s proprietary MyEstatePath® process, he also helps clients coordinate estate planning strategies with attorneys, CPAs, and other professionals to protect their families and create lasting legacies.
He holds the FINRA Series 65 and Series 7 registrations through Simplicity Investments and is licensed in Florida to offer life, health, and annuity insurance products.
Brian has been married to his wife, Liz, for 27 years, and together they have raised three adult children. He enjoys traveling, spending time at the beach, and following sports, especially cheering on his beloved Auburn Tigers. His commitment to faith, family, and meaningful relationships continues to shape the way he serves the clients and families who place their trust in him.
Simplicity Wealth Leadership
The team behind the platform
Advisory services for Estate and Retirement Resources, Inc. are offered through Simplicity Wealth, LLC. These are the people who lead the investment, trading, onboarding, and operations functions that support your plan.
Paul Tinnirello
Director of Operations
Mr. Tinnirello is responsible for overseeing Operations for Simplicity Wealth. He has more than 25 years of experience in the financial services industry, and was most recently Chief Operating Officer at Bleakley Financial Group. He began his career as a Financial Advisor at Merrill Lynch before transitioning into leadership, management, and compliance roles at wirehouses and RIAs. Mr. Tinnirello holds dual Masters degrees from Fordham University, with concentrations in Management and Finance.
Thomas Rozman
Chief Investment Officer
Mr. Rozman is responsible for leading the Investment team for Simplicity Wealth. Prior to Simplicity, Mr. Rozman was President and Chief Investment Officer of Sawtooth Solutions. He also worked in Institutional Sales and Trading at Merrill Lynch. Mr. Rozman is a Chartered Financial Analyst®, Chartered Alternative Investment Analyst®, and is Series 65 registered. He has previously held Series 7 and 24 securities licenses. Mr. Rozman earned an M.B.A. from the University of Chicago Booth School of Business and a B.A from St. Olaf College.
Michael Mortellaro
Head of Investment Planning
Mr. Mortellaro is responsible for leading the Investment Planning team for Simplicity Wealth. Prior to Simplicity, Mr. Mortellaro led the Practice & Planning teams at Global Financial Private Capital. In his 25 years of experience in the financial services industry, he also held executive leadership positions at Charles Schwab, Fidelity Investments, and New York Life. Mr. Mortellaro is Series 7, 9, 10, 63 and 65 securities licensed, and is a Life and Health insurance licensed agent. Mr. Mortellaro earned a B.B.A. from American Intercontinental University.
Jared Hillman
Head of Trading
Mr. Hillman is responsible for leading the Trading team for Simplicity Wealth. Prior to Simplicity, Mr. Hillman was Head of Trading at Sawtooth Solutions where he led the development and build out of the firm’s sleeve-level rebalancing software and helped grow its assets under management from $20 million to over $15 billion. Prior to Sawtooth, Mr. Hillman was an investment analyst, specializing in hedge funds and private equity at Mount Yale Capital Group. Mr. Hillman is Series 65 securities licensed and earned a B.A. from Macalester College.
Scott Raider
CHIEF COMPLIANCE OFFICER
Mr. Raider serves as Chief Compliance Officer for Simplicity Wealth. Prior to joining Simplicity, Mr. Raider served as Chief Compliance Officer for a rapidly expanding independent financial advisory firm and as a Designated Principal and Compliance Supervision Analyst at the largest independent broker-dealer in the nation. With over a decade of experience in compliance supervision and regional management, Mr. Raider directs the development and optimization of compliance policies, procedures, and systems across the Wealth channel. Mr. Raider earned a B.S. in Political Science from the University of California, Santa Barbara.
Why Families Choose Us
What you can expect from our team
Fiduciary First
We are obligated to put your interests ahead of our own, always, with advice that comes first.
Plain-Language Planning
Local & Personal
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See What Estate and Retirement Resources Can Do For You
No cost, no obligation — just a conversation about your goals with a local CFP® professional. Bring your questions; you’ll leave with clarity (and a free copy of our book).