James Kelley Jr. is a CFP® with 34 years of industry experience and currently serves as a financial advisor at Capital Planning, LLC, where he has worked since 2014. Prior to that, he spent 12 years at Cetera Wealth Services, LLC. Capital Planning, LLC provides wealth management, investment management, and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and businesses. The firm employs a structured four-phase wealth planning process and a seven-step investment workflow, utilizing a mix of proprietary and third-party models and platforms.

Michael Miller is a CFP® and ChFC® with 41 years of experience in the financial services industry. He has worked at Capital Planning, LLC since 2014 and previously spent 12 years with Cetera Wealth Services, LLC. Miller is also licensed as a life and annuity insurance agent, a role he has held since 1983. Capital Planning, LLC serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and businesses by providing wealth management, investment management, and financial planning services. The firm employs a structured approach to wealth planning and invests through a combination of proprietary models, third-party managers, and specialized strategies such as direct indexing and private fund recommendations.

Brenda Lee is a financial advisor at Capital Planning, LLC in Bellevue, WA, holding the ChFC® designation and Series 63 and 65 licenses with 20 years of industry experience. She has been with Capital Planning in various capacities since 2006. Outside of her advisory work, she is a demonstrator for Stamp' Up, a craft business. Capital Planning, LLC provides wealth management, investment management, and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and businesses. The firm uses a structured wealth planning and investment process, implementing portfolios through multiple models and third-party managers, and offers specialized strategies including direct indexing and private funds.

Leigh Washington is a financial advisor at Capital Planning, LLC with a Series 65 credential and nine years of experience in the industry. Prior to joining Capital Planning, Washington worked for American Funds for three years. Capital Planning, LLC provides wealth management, investment management, and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and businesses. The firm employs a structured planning process and utilizes multiple portfolio implementation strategies, including custom models and third-party managers, and offers educational seminars and a centralized asset monitoring service.

Christian Miller is a financial advisor at Capital Planning, LLC in Bellevue, WA, holding a Series 65 designation with two years of industry experience. His work history includes roles at Clear Conscience Sealants and Utah State University prior to joining Capital Planning. Capital Planning, LLC provides wealth management, investment management, and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and businesses. The firm follows a structured wealth planning process and investment workflow, utilizing a mix of proprietary models, third-party managers, and specialized strategies such as direct indexing and private fund recommendations.