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Shane L

CFP®, Series 66

Corte Madera, CA

Composition Wealth, LLC

Shane Larson is a CFP® professional with 13 years of industry experience, currently serving as a financial advisor at Composition Wealth, LLC. His prior experience includes roles at Main Street Research LLC, Raymond James Financial Services Advisors, Mainspring Wealth Advisors/Cox Financial, and several other firms dating back to 2016. Composition Wealth provides investment management, financial planning, and retirement plan advisory services to a diverse client base including individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations. The firm employs a primarily long-term investment approach using low-cost, diversified mutual funds and ETFs, supplemented by individual securities and private investments, and manages approximately $9.47 billion in discretionary assets.

Wealth management Retirement plans for business owners (SEP, solo 401k) Options & derivatives strategies Private / alternative investments Tax-loss harvesting
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Brendan W

Series 65

Columbia, MD

Composition Wealth, LLC

Brendan Walsh is a financial advisor at Composition Wealth, LLC in Columbia, MD, holding a Series 65 designation. He has experience in the industry beginning in 2025, with prior roles at Kendall Capital Management, MV Financial, Pathstone Family Office LLC, Chickasaw Nation Industries, and Cambridge Associates LLC. Composition Wealth provides investment management, financial planning, and retirement plan advisory services to a diverse client base including individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations. The firm employs a primarily long-term investment approach focused on low-cost, diversified mutual funds and ETFs, complemented by individual securities and independent manager oversight.

Wealth management Retirement plans for business owners (SEP, solo 401k) Options & derivatives strategies Private / alternative investments Tax-loss harvesting
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Michael W

Series 65

Los Angeles, CA

Composition Wealth, LLC

Michael Wirth is a financial advisor at Composition Wealth, LLC with five years of industry experience. He holds a Series 65 designation and has prior work experience with Miracle Mile Advisors, PCF Insurance Services, CC Capital Advisors, Merrill Lynch, and Managed Energy Systems. Outside of advising, he is also licensed as an insurance agent. Composition Wealth provides investment management, financial planning, and retirement plan advisory services to a range of clients including individuals, high-net-worth clients, trusts, and businesses. The firm’s investment approach focuses on long-term, low-cost, diversified portfolios using mutual funds, ETFs, and other securities, and it manages approximately $9.47 billion in discretionary assets across a multi-advisor platform.

Wealth management Retirement plans for business owners (SEP, solo 401k) Options & derivatives strategies Private / alternative investments Tax-loss harvesting
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Matthew D

CFA®, Series 66

Chicago, IL

Composition Wealth, LLC

Matthew Dmytryszyn is a CFA® charterholder with seven years of industry experience. He is currently with Composition Wealth, LLC and previously worked at Telemus Capital, LLC and LaSalle Street Capital Management, LLC. Outside of his advisory role, he serves as Treasurer and board member of Bridge Communities, a nonprofit providing transitional housing to homeless families. Composition Wealth, LLC offers investment management, financial planning, and retirement plan advisory services to a diverse client base, including individuals, trusts, businesses, and charitable organizations. The firm employs a primarily long-term investment approach using low-cost, diversified funds supplemented by individual securities and independent managers, and manages approximately $9.47 billion in discretionary assets.

Wealth management Retirement plans for business owners (SEP, solo 401k) Options & derivatives strategies Private / alternative investments Tax-loss harvesting
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Laura S

ChFC®, Series 63, Series 65

Columbia, MD

Composition Wealth, LLC

Laura Sendldorfer is a financial advisor with Composition Wealth, LLC, holding a ChFC® designation and Securities Series 63 and 65 licenses. She has six years of industry experience and has worked previously at Offit Financial and Kestra Advisory Services. Outside of her advisory role, she is a partner in two e-commerce ventures and serves as president and board member of the Financial Planning Association of Maryland. Composition Wealth provides investment management, financial planning, and retirement plan advisory services to a broad client base including individuals, high-net-worth clients, trusts, and charitable organizations. The firm emphasizes a long-term investment approach using low-cost, diversified funds supplemented by other securities, and manages approximately $9.47 billion in discretionary assets with a multi-advisor team structure.

Wealth management Retirement plans for business owners (SEP, solo 401k) Options & derivatives strategies Private / alternative investments Tax-loss harvesting
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Brian M

Series 66

Seattle, WA

Composition Wealth, LLC

Brian Mohoric is a financial advisor with Composition Wealth, LLC in Seattle, WA, holding a Series 66 designation and 10 years of industry experience. His prior roles include positions at Vinoble Group and Purshe Kaplan Sterling Investments, each for six years, as well as Ameriprise Financial Services, Inc. for three years. Additionally, he is a licensed insurance agent, dedicating a small portion of his time to insurance sales and implementation. Composition Wealth offers investment management, financial planning, and retirement plan advisory services to a broad client base including individuals, trusts, businesses, and charitable organizations. The firm employs a primarily long-term investment approach centered on low-cost, diversified mutual funds and ETFs, supplemented by other asset types, and operates a multi-advisor structure managing approximately $9.47 billion in discretionary assets.

Wealth management Retirement plans for business owners (SEP, solo 401k) Options & derivatives strategies Private / alternative investments Tax-loss harvesting
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Eli S

Series 65

Los Angeles, CA

Composition Wealth, LLC

Eli Saldamando is a financial advisor at Composition Wealth, LLC, holding a Series 65 designation. He has been with Composition Wealth since 2024 and has prior experience at Pacific Investment Management Company and IEQ Capital. Composition Wealth provides investment management, financial planning, and retirement plan advisory services to a broad client base including individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations. The firm employs a primarily long-term investment approach using low-cost, diversified mutual funds and ETFs, supplemented with individual securities and other investment vehicles, and manages approximately $9.47 billion in discretionary assets.

Wealth management Retirement plans for business owners (SEP, solo 401k) Options & derivatives strategies Private / alternative investments Tax-loss harvesting
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Steven S

Series 65

Los Angeles, CA

Composition Wealth, LLC

Steven Stalick is a financial advisor at Composition Wealth, LLC in Los Angeles, CA, holding a Series 65 designation with two years of industry experience. His prior work includes roles at O'Donnell Financial Group, First Republic Investment Management, and PitchBook Data, Inc. Composition Wealth provides investment management, financial planning, and retirement plan advisory services to a range of clients including individuals, trusts, businesses, and charitable organizations. The firm follows a primarily long-term investment approach using low-cost, diversified mutual funds and ETFs, supplemented by individual securities and private investments, and manages approximately $9.47 billion in discretionary assets.

Wealth management Retirement plans for business owners (SEP, solo 401k) Options & derivatives strategies Private / alternative investments Tax-loss harvesting
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Carl M

Series 63, Series 65

Tacoma, WA

Composition Wealth, LLC

Carl Middleton IV is a financial advisor at Composition Wealth, LLC in Tacoma, WA, holding Series 63 and Series 65 licenses with 24 years of industry experience. He previously worked at Northwestern Mutual Investment Services, LLC from 2002 to 2026 before joining Composition Wealth. Composition Wealth provides investment management, financial planning, and retirement plan advisory services to a broad range of clients, including individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations. The firm employs a primarily long-term investment approach focused on low-cost, diversified mutual funds and ETFs, supplemented by individual securities and private investments, and manages approximately $9.47 billion in discretionary assets.

Wealth management Retirement plans for business owners (SEP, solo 401k) Options & derivatives strategies Private / alternative investments Tax-loss harvesting
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Nathaniel A

Series 66

Los Angeles, CA

Composition Wealth, LLC

Nathaniel Angelo is a financial advisor at Composition Wealth, LLC with 23 years of industry experience. He holds the Series 66 designation and previously worked at RBC Capital Markets and Columbia River Advisors LLC. Outside of advisory work, he is a capital contributor and member of Northshore Capital Investment LLC, a real estate investment group. Composition Wealth provides investment management, financial planning, and retirement plan advisory services to a diverse client base including individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations. The firm employs a long-term investment approach focused on low-cost, diversified mutual funds and ETFs, supplemented by individual securities and private investments, supported by fundamental and technical analysis and an internal due-diligence process.

Wealth management Retirement plans for business owners (SEP, solo 401k) Options & derivatives strategies Private / alternative investments Tax-loss harvesting
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Blaine T

Series 65

Seattle, WA

Composition Wealth, LLC

Blaine Thompson is a financial advisor at Composition Wealth, LLC in Seattle, WA, holding a Series 65 designation with four years of industry experience. He previously worked at Unionview Wealth Partners for four years and Kutscher, Benner, Barsness & Stevens, Inc. for one year prior to joining Composition Wealth in 2025. Composition Wealth provides investment management, financial planning, and retirement plan advisory services to a range of clients including individuals, high-net-worth clients, trusts, estates, and businesses. The firm’s investment approach emphasizes long-term strategies utilizing low-cost, diversified mutual funds and ETFs, supplemented by individual securities and other investment vehicles, with regular portfolio reviews and tax-sensitive rebalancing.

Wealth management Retirement plans for business owners (SEP, solo 401k) Options & derivatives strategies Private / alternative investments Tax-loss harvesting
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Matthew M

Series 65

Chicago, IL

Composition Wealth, LLC

Matthew Mueller is a financial advisor at Composition Wealth, LLC with 13 years of industry experience. He holds a Series 65 designation and has previously worked at Focus Partners Wealth, Kovitz Investment Group Partners, Telemus Capital, and Barrington Strategic Wealth Management Group. Composition Wealth provides investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, insurance companies, third-party broker-dealers, and retirement plans. The firm employs a long-term investment approach centered on low-cost, diversified mutual funds and ETFs, supplemented by individual securities and alternative investments, and manages approximately $9.47 billion in discretionary assets across its multi-advisor platform.

Wealth management Retirement plans for business owners (SEP, solo 401k) Options & derivatives strategies Private / alternative investments Tax-loss harvesting
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Brian J

Series 66

Los Angeles, CA

Composition Wealth, LLC

Brian Johnson is a financial advisor with Composition Wealth, LLC in Los Angeles, CA, holding a Series 66 designation and 12 years of industry experience. He has worked at Composition Wealth since 2020, and previously at Miracle Mile Advisors, LLC and TrustCore. Composition Wealth provides investment management, financial planning, and retirement plan advisory services to a variety of clients, including high-net-worth individuals, trusts, estates, businesses, and charitable organizations. The firm employs a long-term investment approach focused on low-cost, diversified mutual funds and ETFs, supplemented by other asset types, and offers fiduciary retirement plan services with a multi-advisor structure managing billions in discretionary assets.

Wealth management Retirement plans for business owners (SEP, solo 401k) Options & derivatives strategies Private / alternative investments Tax-loss harvesting
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Thomas B

CFA®, Series 63, Series 65

Los Angeles, CA

Composition Wealth, LLC

Thomas Baker is a CFA® charterholder with 10 years of industry experience. He currently serves as an advisor at Composition Wealth, LLC and previously worked for 26 years at Blue Oak Capital LLC. Composition Wealth provides investment management, financial planning, and retirement plan advisory services to a diverse client base including individuals, high-net-worth clients, trusts, estates, and businesses. The firm employs a primarily long-term investment approach using low-cost, diversified mutual funds and ETFs, supplemented by individual securities and other investment vehicles, and manages approximately $9.47 billion in discretionary assets across a multi-advisor platform.

Wealth management Retirement plans for business owners (SEP, solo 401k) Options & derivatives strategies Private / alternative investments Tax-loss harvesting
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Craig H

CFA®, Series 66

Seattle, WA

Composition Wealth, LLC

Craig Hanson is a CFA® charterholder with 16 years of experience in the financial services industry. He currently serves as an advisor at Composition Wealth, LLC, where he has worked since 2025. His prior experience includes roles at Unionview Wealth Partners, Wells Fargo Advisors, and Fidelity. Composition Wealth is a multi-advisor firm managing approximately $9.47 billion in discretionary assets. The firm provides investment management, financial planning, and retirement plan advisory services to a diverse client base, emphasizing a long-term investment approach with a focus on low-cost, diversified mutual funds and ETFs, supplemented by individual securities and alternative investments.

Wealth management Retirement plans for business owners (SEP, solo 401k) Options & derivatives strategies Private / alternative investments Tax-loss harvesting
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Mitchell C

Series 63, Series 65

Clarksville, MD

Composition Wealth, LLC

Mitchell Caplan is a financial advisor at Composition Wealth, LLC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and previously led Caplan Financial Group, LLC for 23 years. He is also a licensed insurance agent involved in insurance sales and implementations unrelated to investment advisory. Composition Wealth provides investment management, financial planning, and retirement plan advisory services to a diverse client base, including individuals, high-net-worth clients, trusts, and businesses. The firm employs a primarily long-term investment approach using low-cost, diversified mutual funds and ETFs, supplemented by individual securities and other strategies, and manages approximately $9.47 billion in discretionary assets across multiple advisors.

Wealth management Retirement plans for business owners (SEP, solo 401k) Options & derivatives strategies Private / alternative investments Tax-loss harvesting
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Jeffrey A

Series 65

Los Angeles, CA

Composition Wealth, LLC

Jeffrey Alpert is a financial advisor with Composition Wealth, LLC in Los Angeles, CA, holding a Series 65 designation and four years of industry experience. Prior to joining Composition Wealth in 2022, he worked at Karp Capital Management Corporation, TuneIn Inc., and Manatt, Phelps & Phillips, LLP. Outside of his advisory role, he provides legal services through his sole proprietorship, Alpert Advisers, serving legacy clients. Composition Wealth offers investment management, financial planning, and retirement plan advisory services to a diverse client base including individuals, high-net-worth clients, trusts, estates, and businesses. The firm employs a primarily long-term investment approach centered on low-cost, diversified funds and conducts regular portfolio reviews and rebalancing.

Wealth management Retirement plans for business owners (SEP, solo 401k) Options & derivatives strategies Private / alternative investments Tax-loss harvesting
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Ryan H

Los Angeles, CA

Composition Wealth, LLC

Ryan Hanlon is a financial advisor at Composition Wealth, LLC with three years of industry experience. He previously worked at Miracle Mile Advisors, LLC and Rainmaker Advisory, LLC. Outside of his advisory role, he serves as Executive Vice President for the West Coast at Brown & Brown Dealer Services, Inc. Composition Wealth provides investment management, financial planning, and retirement plan advisory services to a diverse client base including individuals, high-net-worth clients, trusts, and businesses. The firm employs a primarily long-term investment approach focused on low-cost, diversified funds supplemented by other securities, and manages approximately $9.47 billion in discretionary assets.

Wealth management Retirement plans for business owners (SEP, solo 401k) Options & derivatives strategies Private / alternative investments Tax-loss harvesting
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Brian B

CFA®, Series 63, Series 65

Chiacgo, IL

Composition Wealth, LLC

Brian Bunker is a CFA® charterholder with 10 years of industry experience. He is currently an advisor at Composition Wealth, LLC and previously worked at Aviva Investors and Neuberger Berman BD LLC. Composition Wealth offers investment management, financial planning, and retirement plan advisory services to a diverse client base, including individuals, high-net-worth clients, trusts, and businesses. The firm employs a long-term investment approach centered on low-cost, diversified mutual funds and ETFs, supplemented by individual securities and private investment funds, with a multi-advisor structure managing approximately $9.47 billion in discretionary assets.

Wealth management Retirement plans for business owners (SEP, solo 401k) Options & derivatives strategies Private / alternative investments Tax-loss harvesting
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Joseph G

Series 66

Los Angeles, CA

Composition Wealth, LLC

Joseph Ganoe is a financial advisor at Composition Wealth, LLC with five years of industry experience. He holds a Series 66 designation and has worked previously at RBC Capital Markets, LPL Financial, The Prudential Insurance Company of America, and Pruco Securities LLC. Composition Wealth provides investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations. The firm follows a primarily long-term investment approach centered on low-cost, diversified mutual funds and ETFs, supplemented by individual securities and occasional alternative investments, while offering fiduciary retirement plan services and managing approximately $9.47 billion in discretionary assets.

Wealth management Retirement plans for business owners (SEP, solo 401k) Options & derivatives strategies Private / alternative investments Tax-loss harvesting
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