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Jennifer M

CFP®, Series 63, Series 66

Seattle, WA

Composition Wealth, LLC

Jennifer Mccall is a CFP® with 19 years of industry experience, currently with Composition Wealth, LLC since 2025. Her prior experience includes roles at Mutual of America Securities LLC and Fidelity Brokerage Services LLC. She is a licensed insurance agent involved in insurance sales and implementation in Seattle, WA. Composition Wealth provides investment management, financial planning, and retirement plan advisory services to a broad range of clients, including high-net-worth individuals and institutions. The firm employs a long-term investment approach focused on low-cost, diversified mutual funds and ETFs, with supplemental use of individual securities and other instruments, managing approximately $9.47 billion in discretionary assets as of December 2025.

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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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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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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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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Lily G

CFP®, Series 65

Seattle, WA

Composition Wealth, LLC

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.

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

ChFC®, Series 63, Series 65

Seattle, WA

Composition Wealth, LLC

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.

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