Values

Helping our clients remain confident knowing they have an investment team behind them that is dedicated to:

Fiduciary Responsibility

As a fiduciary we are held to the highest standards of conduct and will always act in our clients’ best interests. Our recommended strategies will take an objective and holistic approach, suitable for each person’s financial situation.

Engaged Partnership

As a financial partner, we will implement agreed-upon financial strategies, perform ongoing reviews, and rebalance investment accounts to help keep our clients’ plans on track. We will meet to evaluate each plan’s progress, discuss each person’s specific needs, and make any strategic adjustments.

Complete Transparency

We provide complete transparency of each client’s investment strategy. We provide regular account updates, and clients may view investment performance, allocations, holdings, trades, dividends, and more through our secured portal.

Professional Execution

Our planning, operations, and investment specialists work in concert with an investment committee and insurance specialists to provide additional professional management resources to our clients.

Team

Helping Create Successful Outcomes Through Market Cycles

Wealth Team

Max Stewart

Founder & Financial Advisor, M.S. Wealth Management

Max Stewart, founder and financial advisor at M.S. Wealth Management is dedicated to helping clients build, preserve, and transfer wealth through customized, forward-thinking strategies. Max earned his Bachelor of Business Administration in Finance degree from Oklahoma City University’s Meinders School of Business. He further enhanced his expertise by graduating from the Financial Planning Program at Southern Methodist University . Max volunteers his time to local charities and currently serves as Vice President of the board for the Oklahoma State University Alumni Association, East Texas Chapter.

With a focus on retirement income planning, tax-efficient strategies, and risk management, Max works with individuals and families to design comprehensive wealth management strategies that balance growth with protection. He emphasizes building disciplined portfolios, optimizing taxes, and creating sustainable income streams that can adapt to market changes, healthcare costs, and inflation—always with an eye toward long-term security.

What sets Max apart is his client-first philosophy. He takes the time to listen, understand family dynamics, and tailor each plan to reflect personal goals and comfort levels with risk. His approach is proactive, transparent, and always focused on long-term financial well-being—not short-term market noise.

Outside of work, Max enjoys spending time with his wife, Reann, and their two sons, Pierce and MacIntyre. Together, they spend their weekends with family, on the golf course, by the pool, or cheering on college football. Their home is also brightened by two beloved Maltese dogs, Scout and Bella. For Max, the same dedication he brings to his clients is reflected in the way he values his family—both serve as the foundation of his personal and professional life.

Investment Team

Thomas Rozman, CFA®, CAIA®

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.

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.

Michael Mortellaro

Head of Planning

Mr. Mortellaro is responsible for leading the 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.

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.