Mainsail Financial Group

Tonye Wokoma is a financial advisor at Mainsail Financial Group with two years of industry experience. He holds a Series 65 designation and has previously worked at LNW Wealth Management, Verus Investments, and Segal Marco Advisors. Mainsail Financial Group serves individual and high-net-worth clients as well as retirement plans, offering portfolio management, comprehensive financial planning, and retirement plan consulting. The firm’s investment process relies on model portfolios developed by an investment committee, utilizing asset allocation, fundamental, technical, and quantitative methods to align with client goals and risk tolerances.

Brandon Steele is a CFP® professional with 15 years of industry experience, currently serving at Mainsail Financial Group since 2021. His prior roles include positions at Commonwealth Financial Network, Mass Mutual Investors Services, and Metlife Securities. Steele is also an author of a retirement planning book. Mainsail Financial Group provides portfolio management, individualized financial planning, and retirement plan consulting to a diverse client base that includes high net worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm utilizes model portfolios, a variety of investment strategies, and a proprietary order management system to manage and rebalance accounts.

Adam Laibson is a financial advisor with Mainsail Financial Group in Bellevue, WA, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. His prior work includes roles at Commonwealth Financial Network, MML Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities. Mainsail Financial Group serves individual and high-net-worth clients as well as retirement plans, providing portfolio management, comprehensive financial planning, and retirement plan consulting. The firm’s investment process incorporates model portfolios developed by an investment committee using asset allocation, fundamental, technical, and quantitative methods tailored to client goals and risk tolerances.

Felicia Fly is a financial advisor with Mainsail Financial Group in Bellevue, WA, holding Series 63 and Series 65 credentials and eight years of industry experience. Her prior roles include positions at FLS Financial Group, Cetera Investment Advisors, Cascade Guided Wealth, and Wells Fargo. Outside of her advisory work, she is a commissioned notary public and is involved with a family ranch in Saint Maries, Idaho. Mainsail Financial Group provides portfolio management, individualized financial planning, and retirement plan consulting for individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and other businesses. The firm uses model portfolios and a variety of analytical strategies, offering both discretionary and non-discretionary services while maintaining approximately $404 million in assets under advisement.

John Griffin is a CFP® with eight years of industry experience, currently serving as a financial advisor at Mainsail Financial Group in Bellevue, WA. Before joining Mainsail in 2026, he worked at Lido Advisors, Brighton Jones, and Fidelity in various roles. Mainsail Financial Group offers portfolio management, individualized financial planning, and retirement plan consulting to a diverse client base, including high net worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm uses model portfolios developed by its investment committee and employs multiple strategies such as asset allocation and fundamental and quantitative techniques, with services provided on both discretionary and non-discretionary bases.

Joshua Moore is a financial advisor at Mainsail Financial Group in Bellevue, WA, holding a Series 66 designation with five years of industry experience. Prior to joining Mainsail Financial Group in 2025, he worked at Edward Jones for four years and was employed by SightLife for seven years. Mainsail Financial Group provides portfolio management, individualized financial planning, and retirement plan consulting to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm uses model portfolios developed by its investment committee and employs various analysis and strategies, delivering services on both discretionary and non-discretionary bases.