Stephen Miller is a financial advisor at Composition Wealth, LLC with 16 years of industry experience. He previously worked at Northwestern Mutual Investment Management and Northwestern Mutual Life Insurance Company. Composition Wealth provides investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, and various institutions. The firm’s investment approach emphasizes long-term strategies with diversified mutual funds and ETFs, complemented by fundamental and technical analysis and periodic portfolio rebalancing.

Jave Ragan is a CFP® and Series 65 credentialed financial advisor with 10 years of industry experience. He has worked at Composition Wealth, LLC since 2025, following five years at Bordeaux Wealth Advisors and nine years at Wells Fargo Bank. He is based in Seattle, WA. 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 employs a primarily long-term investment approach centered on diversified mutual funds and ETFs, supported by fundamental and technical analysis and an internal due-diligence process.

David Bleeck is a financial advisor at Composition Wealth, LLC with four years of industry experience. He holds a Series 65 designation and has previously worked at Goodfriend, Jacobs, Bleeck & Breslow LLP and Gelfand Rennert Feldman. Outside of his advisory role, he is involved with Goodfriend & Jacobs as a Certified Public Accountant. Composition Wealth provides investment management, financial planning, and retirement plan advisory services to a diverse client base including individuals, high-net-worth clients, and charitable organizations. The firm employs a primarily long-term investment approach using low-cost, diversified mutual funds and ETFs, alongside other investment vehicles, and manages approximately $9.47 billion in discretionary assets.

Samuel Coquillard is a financial advisor at Composition Wealth, LLC with 29 years of industry experience. He holds Series 63 and Series 65 credentials. Prior to joining Composition Wealth, he worked at Pacific Global Fund Distributors Inc. for 14 years and Pacific Global Investment Management Co for 18 years. Composition Wealth provides investment management, financial planning, and retirement plan advisory services to a broad client base, including individuals, high-net-worth clients, businesses, and charitable organizations. The firm employs a primarily long-term investment approach focused on low-cost, diversified mutual funds and ETFs, supplemented by other asset types and both fundamental and technical analysis.

Kyle Breslow is a financial advisor at Composition Wealth, LLC with four years of industry experience. He holds a Series 65 credential and has been a certified public accountant at Goodfriend Jacobs Bleeck & Breslow LLP since 2015. 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 focused on low-cost, diversified mutual funds and ETFs, supplemented by individual securities and alternative investments, and manages approximately $9.47 billion in discretionary assets.

Lily Gillman is a CFP® and Series 65-licensed financial advisor at Composition Wealth, LLC with two years of industry experience. Her prior roles include positions at MDRN Wealth, Focus Partners Wealth, Merriman Wealth Management, and Bernstein Private Wealth Management. Outside of finance, she provides pet sitting services in her local neighborhood. Composition Wealth offers investment management, financial planning, and retirement plan advisory services to a diverse client base including individuals, high-net-worth clients, and charitable organizations. The firm employs a primarily long-term investment approach centered on low-cost, diversified mutual funds and ETFs, supplemented by other strategies, and manages approximately $9.47 billion in discretionary assets.

Peter Karp is a financial advisor at Composition Wealth, LLC with 33 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Infinity Services, Inc. and Karp Capital Management Corporation. He serves on the board of Elder Givers, a nonprofit organization, and consults clients on lending solutions through The Loan Story. 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 using diversified mutual funds and ETFs, supplemented by stocks, bonds, options, and private funds, and manages approximately $9.47 billion in discretionary assets.

John Wilhelm is a CFP® and holds a Series 66 license with 10 years of industry experience. He has been with Composition Wealth, LLC since 2023 and previously worked at UBS Financial Services Inc. from 2016 to 2023. Composition Wealth provides investment management, financial planning, and retirement plan advisory services to a diverse clientele 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 other instruments, and manages approximately $9.47 billion in discretionary assets.

Thomas Howell is a financial advisor with Composition Wealth, LLC in Seattle, WA. He holds the ChFC® designation as well as Series 63 and Series 65 licenses and has 24 years of industry experience. Prior to joining Composition Wealth in 2026, he worked at Northwestern Mutual Investment Management for 24 years. Outside of his advisory role, Howell manages an Airbnb property in Packwood, Washington. 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’s investment approach emphasizes long-term, low-cost, diversified portfolios, utilizing mutual funds, ETFs, individual securities, and occasionally private funds and structured notes, supported by fundamental and technical analysis and an internal due diligence process.

Joseph Salcido is a financial advisor at Composition Wealth, LLC in Phoenix, AZ, holding Series 63 and Series 65 designations with 20 years of industry experience. He previously worked for Financial Engines Advisors L.L.C. for 10 years before joining Composition Wealth in 2026. 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 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 private investments, and manages approximately $9.47 billion in discretionary assets.

Scott Smith is a CFP® and PFS™ credentialed advisor with 10 years of industry experience. He has worked at Composition Wealth, LLC since 2025, following roles at Alloy Accounting, LLC, Alloy Financial Services, LLC, and Smith, Kunz & Associates, PLLC. He also served four years with The Church of Jesus Christ of Latter-day Saints. Composition Wealth, LLC 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 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 through a multi-advisor structure.

Brock Moseley is a financial advisor at Composition Wealth, LLC with 22 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Composition Wealth since 2010. Outside of his advisory role, he is involved in life-only insurance sales. 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 diversified mutual funds and ETFs alongside fundamental and technical analysis.

Brandon Beckner is a CFP® professional with nine years of industry experience, currently serving at Composition Wealth, LLC since 2024. His prior experience includes roles at EP Wealth Advisors, Filament, LLC, and Glassman Wealth Services, LLC. Based in Seattle, WA, he has worked across multiple advisory firms during his career. Composition Wealth, LLC provides investment management, financial planning, and retirement plan advisory services to a diverse client base that includes 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 other investment vehicles.

Sean Owen is a CFP® professional with 22 years of experience in the financial services industry. He currently works at Composition Wealth, LLC, having previously held positions at Vinoble Group, Purshe Kaplan Sterling Investments, and Ameriprise Financial Services. Outside of advisory work, he is involved in Altarus Records. 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 emphasizes a long-term investment approach using diversified mutual funds and ETFs, alongside individual securities and other strategies, and manages approximately $9.47 billion in discretionary assets.

Matthew Granski is a CFA® charterholder and holds a Series 65 license with 10 years of industry experience. He has been with Composition Wealth, LLC since 2015. Composition Wealth provides investment management, financial planning, and retirement plan advisory services to a diverse client base, including high-net-worth individuals, trusts, estates, and businesses. The firm’s investment approach emphasizes long-term strategies using low-cost, diversified mutual funds and ETFs, supplemented by individual securities and alternative investments, with a structured due diligence process and regular portfolio reviews.

Suzanne Taylor is a CFP® certificant with 24 years of industry experience. She currently works at Composition Wealth, LLC and has held prior roles at ShareBuilder Advisors LLC, Capital One Investing, LLC, and Kelmoore Investment Company, Inc. Suzanne serves as a board member of the Rotary Club of San Francisco Evening. 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, low-cost investment approach focused on diversified mutual funds and ETFs, supplemented by individual securities and other strategies, with a multi-advisor structure managing billions in discretionary assets.

Alexandra Shaheri is a financial advisor at Composition Wealth, LLC in Los Angeles, CA, holding a Series 65 designation with one year of industry experience. She previously worked at SteelPeak Wealth and attended the University of California, Santa Barbara. Composition Wealth provides investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm employs a long-term investment approach centered on low-cost, diversified mutual funds and ETFs, supplemented by individual securities and other instruments, and manages approximately $9.47 billion in discretionary assets.

Langley Thomas is a financial advisor at Composition Wealth, LLC with two years of industry experience. He holds a Series 66 designation and has worked at several firms, including Miracle Mile Advisors, Lenox Advisors, and MML Investors Services. 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 private investment funds, supported by both fundamental and technical analysis.

Benjamin Lake is a CFP® and CFA® with seven years of industry experience. He is currently with Composition Wealth, LLC, where he has worked since 2022, following four years at Altfest Personal Wealth Management and six years at Lake Partners, Inc. Composition Wealth, LLC serves a diverse client base including individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations. The firm offers investment management, financial planning, and retirement plan advisory services, utilizing a primarily long-term investment approach centered on low-cost, diversified mutual funds and ETFs, supplemented by other instruments and both fundamental and technical analysis.

John Lindros is a financial advisor at Composition Wealth, LLC with 35 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including Miracle Mile Advisors, Equity Services, National Life Group, and Guardian Life Insurance of America. In addition to his advisory role, he is involved in insurance sales, dedicating approximately 10% of his time to this activity. 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 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.