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Blake M

ChFC®, Series 63, Series 65

Bainbridge Island, WA

Composition Wealth, LLC

Blake Mckibbin is a financial advisor at Composition Wealth, LLC with 17 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. His prior experience includes roles at Parcion Private Wealth LLC, RBC Capital Markets, Syverson, Strege & Company, and Merrill. Composition Wealth provides investment management, financial planning, and retirement plan advisory services to a diverse client base, including individuals, high-net-worth clients, and institutions. The firm’s investment approach emphasizes long-term strategies centered on low-cost, diversified mutual funds and ETFs, 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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William A

CFP®, Series 66

Seattle, WA

Composition Wealth, LLC

William Allen is a CFP® and holds a Series 66 license, currently serving as a financial advisor at Composition Wealth, LLC with five years of industry experience. His career includes roles at Vicus Capital, Inc. and Robert Baird & Co., as well as five years of service in the United States Army. Composition Wealth, LLC manages approximately $9.47 billion in discretionary assets and provides investment management, financial planning, and retirement plan advisory services to a diverse client base. The firm employs a primarily long-term investment approach centered on low-cost, diversified mutual funds and ETFs, supplemented by individual securities and other investment vehicles, and serves clients under a multi-advisor structure.

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

CFP®, Series 63, Series 65

Tacoma, WA

Composition Wealth, LLC

Tyler Hjelseth is a CFP® professional with 13 years of industry experience, currently serving at Composition Wealth, LLC since 2026. He spent 14 years with Northwestern Mutual Investment Management prior to joining Composition Wealth. Hjelseth is a finance committee member for Life Christian Academy, where he serves in a fiduciary capacity for the school’s endowment fund. 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 employs a long-term investment approach focused on low-cost, diversified mutual funds and ETFs, supplemented by individual stocks, bonds, and other instruments, 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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Jeffrey J

Series 65

Los Angeles, CA

Composition Wealth, LLC

Jeffrey Jacobs is a financial advisor at Composition Wealth, LLC with 17 years of industry experience. He holds a Series 65 designation and has previous experience with firms including Goodfriend Jacobs Bleeck & Breslow LLP and Ocean Avenue Capital Advisors, Inc. Outside of his advisory role, he is the managing member of The Jacobs Company LLC, an insurance business. 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 employs a long-term investment approach focused on low-cost, diversified mutual funds and ETFs, supplemented by individual securities and private investment funds.

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

CFP®, ChFC®, Series 63, Series 65

Melville, NY

Composition Wealth, LLC

Peter Laplaca is a CFP® and ChFC® with 32 years of industry experience. He currently works at Composition Wealth, LLC and has previously held roles at Citi Private Advisory, Boston Private Wealth, SVB Wealth, and First Citizens Investor Services. He is also an adjunct professor at Berkeley College, where he teaches a CFP course. Composition Wealth provides investment management and financial planning services to a wide range of clients, including individuals, trusts, businesses, and retirement plans, employing a primarily long-term approach centered on diversified mutual funds and ETFs combined with fundamental and technical analysis.

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

CFP®, Series 63, Series 65, Series 66

Westerville, OH

Composition Wealth, LLC

Christopher Ciehanski is a CFP® professional with 23 years of industry experience. He is currently with Composition Wealth, LLC and previously worked for 12 years at Centricity Wealth Management, LLC. He is also a licensed insurance agent. Composition Wealth provides investment management, financial planning, and retirement plan advisory services to a wide range of clients, including individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations. 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.

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

CFP®

Melville, NY

Composition Wealth, LLC

Christopher Guarino is a CFP® professional with four years of industry experience. He currently works at Composition Wealth, LLC and previously held roles at SVB Wealth LLC / First Citizens Bank and Bank of New York Mellon. 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 centered on low-cost, diversified mutual funds and ETFs, supplemented by individual securities and private investment funds, 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 J

CFP®, Series 66

Seattle, WA

Composition Wealth, LLC

Brian Johnson is a CFP® professional with 20 years of industry experience, currently serving at Composition Wealth, LLC since 2025. He has previously worked at Vinoble Group and Ameriprise Financial Services, Inc. Johnson is a director and trustee for The Soule Foundation, a charitable organization involved in financial oversight and grant making. Composition Wealth, LLC offers investment management, financial planning, and retirement plan advisory services to a diverse client base, including individuals, high-net-worth clients, trusts, and charitable organizations. The firm employs a primarily long-term investment approach centered on low-cost, diversified mutual funds and ETFs, supplemented by individual securities and other instruments.

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

CFP®, Series 65, Series 66

Seattle, WA

Composition Wealth, LLC

Samantha Kennedy is a financial advisor at Composition Wealth, LLC with 11 years of industry experience. She holds the CFP® designation and Series 65 and 66 licenses. Her prior roles include positions at Mainsail Financial Group, Commonwealth Financial Network, Global View Capital Management, LTD, and Cambridge Management Inc. Composition Wealth provides investment management, financial planning, and retirement plan advisory services to a diverse client base, including high-net-worth individuals, 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 occasionally alternative investments, while serving retirement plan clients in a fiduciary capacity.

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

ChFC®, Series 63, Series 66

Seattle, WA

Composition Wealth, LLC

Kevin Johnson is a financial advisor at Composition Wealth, LLC in Seattle, WA, holding the Chartered Financial Consultant (ChFC®) designation with 37 years of industry experience. He worked at Northwestern Mutual Investment Management from 1989 to 2026 before joining Composition Wealth in 2026. Outside of his advisory role, Johnson is the owner of KMKM Enterprises, LLC, and a partial owner of Bogey Enterprises, LLC. Composition Wealth serves individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, insurance companies, broker-dealers, and retirement plans with investment management, financial planning, and retirement advisory services. The firm employs a primarily long-term investment strategy using low-cost, diversified mutual funds and ETFs, supplemented by individual securities and alternative investments, supported by both fundamental and technical analysis.

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

CFP®, Series 66

Clarksville, MD

Composition Wealth, LLC

Matthew Cheney is a CFP® with 17 years of industry experience and currently serves as a financial advisor at Composition Wealth, LLC. He previously worked at Connectus Wealth and Horan Capital Management, LLC. Composition Wealth provides investment management, financial planning, and retirement plan advisory services to a variety of clients, including individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations. The firm employs a primarily long-term investment approach centered 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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Adam M

Series 65, Series 66

Golden, CO

Composition Wealth, LLC

Adam Messick is a financial advisor at Composition Wealth, LLC with four years of industry experience. He holds Series 65 and Series 66 licenses and previously worked at Vinoble Group for six years. 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 long-term investment approach focused on low-cost, diversified mutual funds and ETFs, complemented by individual securities and alternative 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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Lawrence G

Series 65

Los Angeles, CA

Composition Wealth, LLC

Lawrence Goodfriend is a financial advisor at Composition Wealth, LLC with 17 years of industry experience. He holds a Series 65 designation and has worked with Composition Wealth since 2016. In addition to his advisory role, he is a partner at Goodfriend & Jacobs, LLP, a CPA firm where he spends approximately half of his time. Composition Wealth, LLC 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 focusing on low-cost, diversified mutual funds and ETFs, supplemented by other asset types and rigorous due-diligence processes.

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

CFP®, CFA®, Series 63

Los Angeles, CA

Composition Wealth, LLC

Gerard Tamparong is a CFP®, CFA®, and Series 63 licensed financial advisor with 25 years of industry experience. He has worked at Composition Wealth, LLC since 2020 and previously spent 19 years at Payden & Rygel. Composition Wealth, LLC offers 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’s investment approach focuses on long-term strategies using low-cost, diversified mutual funds and ETFs, supplemented by individual securities and private investment funds, while providing fiduciary services for retirement plans.

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

CFP®, Series 63, Series 65

West Linn, OR

Composition Wealth, LLC

Grant Johnstone is a CFP® with 29 years of industry experience, currently affiliated with Composition Wealth, LLC. His career includes roles at Wells Fargo Advisors Financial Network, Cantella and Co., Inc., and DPL Financial Partners. In addition to financial advising, he holds active law licenses in Texas and Kentucky. Composition Wealth provides investment management, financial planning, and retirement plan advisory services to individuals and institutions, employing a long-term investment approach focused on low-cost, diversified funds supplemented by individual securities and alternative investments. The firm manages over $9 billion in discretionary assets and serves clients with typical minimum relationships of $500,000.

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

Series 63, Series 65

Los Angeles, CA

Composition Wealth, LLC

Robert Driscoll is a financial advisor with Composition Wealth, LLC in Los Angeles, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. Prior to joining Composition Wealth in 2022, he worked at Infinity Financial Services and Karp Capital Management Corporation from 2015 to 2022. 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, and businesses. The firm follows a long-term investment approach focused on low-cost, diversified mutual funds and ETFs, supplemented by individual securities and alternative investments, and it 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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Caleb B

CFP®, Series 63, Series 65

Tacoma, WA

Composition Wealth, LLC

Caleb Brown is a CFP® professional with 13 years of industry experience, currently serving at Composition Wealth, LLC since 2026. He previously worked at Northwestern Mutual Investment Management and Northwestern Mutual Life Insurance Company from 2013 to 2026. Outside of financial advising, Brown is a managing partner and handles bookkeeping for a non-financial services LLC. Composition Wealth provides investment management, financial planning, and retirement plan advisory services to a range of clients including individuals, high-net-worth clients, trusts, businesses, and charitable organizations. The firm’s investment approach emphasizes long-term strategies using low-cost diversified funds, supplemented by individual securities and other instruments, with ongoing portfolio oversight 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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Theodore C

CFP®, Series 65

Clarksville, MD

Composition Wealth, LLC

Theodore Crites is a CFP® and holds a Series 65 license, with two years of experience in financial advising. He is currently with Composition Wealth, LLC and has worked previously at Miracle Mile Advisors, Caplan Financial Group, and Manring & Farrell. Prior to his advisory career, he held roles in the restaurant industry and at Capital University. Composition Wealth, LLC 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 centered on low-cost, diversified mutual funds and ETFs, supplemented by other asset types and comprehensive portfolio oversight.

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

Series 65

Commack, NY

Composition Wealth, LLC

Jason Weindorf is a financial advisor with Composition Wealth, LLC, holding a Series 65 designation and three years of industry experience. He has worked at Miracle Mile Advisors, LLC since 2022 and is a partner at Weindorf and Company CPAs, LLP, a CPA firm where he has had administrative duties since 2005. Composition Wealth provides 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 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.

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

CFP®, Series 63, Series 65

Seattle, WA

Composition Wealth, LLC

Mark Dennie is a CFP® professional with 30 years of industry experience currently with Composition Wealth, LLC. He previously worked at Vinoble Group for six years and Ameriprise Financial Services, Inc. for 14 years. In addition to his advisory role, Dennie is a licensed insurance agent. Composition Wealth, LLC serves individuals, high-net-worth clients, trusts, estates, businesses, and other entities with investment management, financial planning, and retirement plan advisory services. The firm employs a primarily long-term investment approach using low-cost, diversified mutual funds and ETFs, supplemented by individual securities and external managers, managing approximately $9.47 billion in discretionary assets as of year-end 2025.

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