The Institute

James Donnelly is a financial advisor at The Institute, holding a Series 66 designation with 11 years of industry experience. He has worked with multiple firms, including Institute For Wealth Management LLC since 2019 and DMK Advisor Group, Inc. since 2017. Donnelly also serves as a Registered Representative managing client annuities for DMK Advisor Group. The Institute for Wealth Management provides investment management and financial planning services to individuals, trusts, retirement plans, charitable organizations, and business entities. The firm utilizes a team approach combining fundamental and technical analysis to construct diversified portfolios, and it actively manages private pooled vehicles alongside offering cash-management programs.

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.

David Hall is a CPA and financial advisor at The Institute with 4 years of industry experience. He provides planning services under the PFS designation through Retirement Risk Advisors and owns RRA Agency, an insurance agency offering life and long-term care insurance and annuities across most states. Hall has operated David Hall & Associates since 2010 and has been affiliated with multiple advisory and insurance firms since 2021. The Institute for Wealth Management offers discretionary and non-discretionary investment management and financial planning to individuals, trusts, retirement plans, charitable organizations, and business entities. The firm employs a team-based investment approach combining fundamental and technical analysis, managing over $1 billion in assets with diverse strategies including ESG-focused ETFs, sector rotation, alternative income, and private pooled vehicles.

Matthew Medeiros is a financial advisor with The Institute in Denver, CO, holding a Series 63 designation and 27 years of industry experience. He has worked at RMIN Securities since 2005 and has been affiliated with the Institute for Wealth since 2003. 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 approach combining fundamental and technical analysis to construct diverse model portfolios and manages over $1 billion in assets, including private pooled vehicles.

Douglas Donnelly is a financial advisor with The Institute in Seattle, WA, holding Series 63 and Series 65 licenses and 40 years of industry experience. His prior roles include positions at Institute for Wealth Consultants, Stephen A. Kohn & Associates, Concert Wealth Management, Concert Global Group, and Dinosaur Securities. Outside of his advisory work, he is a 25% partner in Passing Time Winery, where he is involved in strategic planning. 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 employs a team-based investment approach that combines fundamental and technical analysis and manages over $1 billion in assets across a diverse client base.

Victoria Crosby is a financial advisor with The Institute, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. She has worked at several firms, including Purshe Kaplan Sterling Investments and Dinosaur Securities, and currently assists as a registered representative with DMK Advisor Group. 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, managing over $1 billion in assets with strategies ranging from ESG-focused core ETFs to alternative income and sector rotation.

Daniel Boulware is a financial advisor at The Institute with 10 years of industry experience. He holds a Series 65 designation and has worked at firms including Platinum Wealth Management LLC and Institute For Wealth Advisors, Inc. Outside of advising, he is also an insurance agent with various agencies on an infrequent basis. The Institute for Wealth Management provides investment management and financial planning services to individuals, trusts, retirement plans, charitable organizations, and business entities. The firm uses a team approach combining fundamental and technical analysis to construct diversified model portfolios, offering a range of strategies including ESG-focused ETFs, sector rotation, and alternative income, and manages over $1 billion in assets.

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.

James Marshal is a financial advisor at The Institute with 24 years of industry experience. He holds Series 63 and Series 65 designations and has worked at The Institute For Wealth Management LLC since 2019, following seven years at Institute for Wealth Advisors, Inc. Mr. Marshal also provides personal CFO services for nonprofit and for-profit businesses, including financial analysis, budgeting, compliance monitoring, and payroll services. The Institute for Wealth Management offers discretionary and non-discretionary investment management and financial planning 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 diverse model portfolios and manages over $1 billion in assets.

Nathaniel Yurica is a financial advisor at The Institute with 11 years of industry experience. He holds a Series 66 designation and has worked at several firms, including the Institute for Wealth Management LLC since 2019 and prior roles at International Assets Advisory, LLC and Concert Wealth Management, Inc. Yurica is also CEO of Yurica Wealth Management S-Corp, a role he performs without compensation. The Institute for Wealth Management offers discretionary and non-discretionary investment management and financial planning 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 multiple strategies and private pooled vehicles.

Brian Britt is a financial advisor at The Institute with 26 years of industry experience. He holds Series 63 and Series 65 credentials and is the founder of CLEARWEALTH Asset Management. His prior roles include positions at Sowell Financial Services, Concert Wealth Management, and the Institute for Wealth Advisors. 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 approach combining fundamental and technical analysis to construct model portfolios and manages over $1 billion in assets across a diverse client base.

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.

Erica Hall is a financial advisor at The Institute with a Series 65 credential and one year of industry experience. She has worked at the Institute For Wealth Management LLC since 2024 and is also involved with Retirement Risk Advisors, where she conducts insurance and annuity sales. 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 employs a team approach combining fundamental and technical analysis to construct diverse model portfolios and manages over $1 billion in assets across multiple offices.

Alisha Wright is a financial advisor at The Institute with a Series 65 designation and two years of industry experience. She has held roles at Brookstone Wealth Advisors, Retirement Risk Advisors, and American Income Life. Outside of her advisory work, she teaches piano and is developing a small business focused on handmade soaps and essential oil products. 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 diversified model portfolios.