James Donnelly is a financial advisor at The Institute with 12 years of industry experience. He holds a Series 66 designation and has worked with several firms, including Institute For Wealth Management LLC and Dmk Advisor Group, Inc. Mr. Donnelly manages and services client annuities as a Registered Representative of DMK Advisor Group. The Institute for Wealth Management serves individuals, trusts, retirement plans, charitable organizations, and businesses, managing approximately $1.37 billion for around 803 clients with a team of 17 advisors. The firm’s investment process relies on an internal Investment Committee that constructs model portfolios blending fundamental and technical analysis, offering both firm-managed and advisor-managed solutions, and participates actively in private fund and pooled vehicle advisory roles.

Colin Macleod is a financial advisor at The Institute with 11 years of industry experience and holds a Series 66 designation. He has worked at several firms, including DMK Advisors and Sowell Financial Services, and has been with The Institute for Wealth Management since 2019. Outside of his advisory role, he owns Cloud Racing LLC, a photography business he operates on weekends. The Institute for Wealth Management provides discretionary and non-discretionary investment management and financial planning to individuals, trusts, retirement plans, charitable organizations, and business entities. The firm uses a team-based investment approach combining fundamental and technical analysis, managing over $1 billion in assets across multiple offices and private funds.

Douglas Donnelly is a financial advisor with The Institute in Seattle, WA, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. His career includes roles at Institute For Wealth Management LLC, Institute for Wealth Consultants, Inc., Stephen A. Kohn & Associates, Ltd., Concert Wealth Management, Inc., and Concert Global Group Ltd. Outside of finance, he is a 25% partner in Passing Time Winery, a wine label venture. The Institute for Wealth Management serves individuals, trusts, retirement plans, charitable organizations, and business entities, managing approximately $1.37 billion across about 803 clients. The firm employs an internally led Investment Committee to develop diversified model portfolios and offers both firm-managed and advisor-managed customizable investment strategies, with notable involvement in private fund advisory and pooled investment vehicles.

Victoria Crosby is a financial advisor at The Institute with 34 years of industry experience. She holds Series 63 and Series 65 designations and has worked at several firms, including DMK Advisor Group Inc. and Purshe Kaplan Sterling Investments. She also assists as a registered representative with DMK Advisor Group Inc. for one hour a week. The Institute for Wealth Management advises individuals, trusts, retirement plans, charitable organizations, and other business entities. The firm manages approximately $1.37 billion for about 803 clients through a team of 17 advisors, offering financial planning, portfolio management, and access to private fund investments. Its investment process involves an internal committee that constructs model portfolios and incorporates outside consultants and third-party managers, with a focus on both firm-managed and customized strategies.

Randall Buck is a CFA® charterholder with 16 years of industry experience, currently serving at The Institute in Seattle, WA. He has held roles at Institute For Wealth Management LLC since 2019 and previously worked at Institute for Wealth Advisors, Inc. and CONCERT Wealth Management, Inc. The Institute for Wealth Management provides discretionary and non-discretionary investment management and financial planning services to individuals, trusts, retirement plans, charitable organizations, and business entities. The firm employs a team-based investment approach combining fundamental and technical analysis to construct diversified model portfolios, and manages over $1 billion in assets with strategies ranging from ESG-focused ETFs to alternative-income and sector-rotation approaches.

Connor Donnelly is a financial advisor at The Institute with 17 years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services Inc. from 2010 to 2020 before joining The Institute for Wealth Management in 2020. The Institute for Wealth Management provides discretionary and non-discretionary investment management and financial planning services to individuals, trusts, retirement plans, charitable organizations, and business entities. The firm employs a team-based investment approach combining fundamental and technical analysis and manages over $1 billion in assets across various strategies, including ESG-focused ETFs, sector rotation, and alternative income.

Anthony Hollerich is a financial advisor at The Institute with a Series 65 designation and has been in the industry since 2024. He previously worked at Madison Private Wealth Management and joined the Institute For Wealth Management LLC in 2025. The Institute for Wealth Management provides discretionary and non-discretionary investment management and financial planning services to individuals, trusts, retirement plans, charitable organizations, and business entities. The firm employs a team-based investment approach that combines fundamental and technical analysis to construct diverse model portfolios and manages over $1 billion in assets across multiple offices.