Composition Wealth, LLC

Daniel Tang is a CFP® and holds a Series 65 license with three years of industry experience. He currently works at Composition Wealth, LLC and has previously been employed by Karp Capital Management Corporation, UBS Financial Services Inc., and Callan LLC. Composition Wealth provides discretionary investment management, financial planning, and retirement-plan advisory services to a diverse clientele, including individual and high-net-worth investors, trusts, estates, and charitable organizations. The firm employs a primarily long-term and diversified investment approach using low-cost mutual funds, ETFs, individual stocks, and bonds, and manages approximately $6.7 billion in client assets.

Russell Hoss is a CFA® charterholder and Series 63 licensee currently with Composition Wealth, LLC. He has one year of industry experience, including roles at Future Wealth LLC and Champlain Investment Partners. Outside of his advisory work, he has experience related to extended travel. Composition Wealth provides discretionary investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, high-net-worth investors, trusts, estates, businesses, and charitable organizations. The firm employs a primarily long-term, diversified investment approach using low-cost mutual funds, ETFs, individual securities, and both fundamental and technical analysis.

Mary Pieper is a financial advisor at Composition Wealth, LLC in Seattle, WA, with 38 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Unionview Wealth Partners and Wells Fargo Advisors Financial Network. Composition Wealth provides discretionary investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, high-net-worth investors, trusts, businesses, and charitable organizations. The firm employs a primarily long-term, diversified investment approach using low-cost mutual funds, ETFs, individual securities, and may incorporate options and alternative investments as appropriate.

Joel Kendall is a financial advisor at Composition Wealth, LLC in Chicago, IL, holding Series 63 and Series 66 licenses with 38 years of industry experience. His prior roles include positions at Advisory Partners, LLC and UBS Financial Services Inc. since beginning his career. Composition Wealth provides discretionary investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, high-net-worth investors, trusts, estates, businesses, and charitable organizations. The firm employs a primarily long-term, diversified investment approach using low-cost mutual funds, ETFs, individual stocks and bonds, and utilizes both fundamental and technical analysis to manage portfolios.

David Paulson is a CFP®, ChFC®, and Series 63-licensed advisor with over seven years of experience in financial services. He currently works at Composition Wealth, LLC and has previously been affiliated with Edgewater Wealth Management, Northwestern Mutual Investment Services, LLC, Becu, Lighthouse Institute, and Sumner School District. Composition Wealth provides discretionary investment management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, high-net-worth investors, trusts, estates, businesses, and charitable organizations. The firm employs a primarily long-term and diversified investment approach using low-cost mutual funds, ETFs, individual securities, and occasionally options and less liquid investments, managing approximately $6.7 billion in client assets as of the end of 2024.

Alexander Cyrus is a CFP® with three years of industry experience, currently serving as a financial advisor at Composition Wealth, LLC. Prior to joining Composition Wealth in 2021, he worked in marketing and sales roles at several companies including Wilsonville Toyota and Brand 33. Outside of his advisory work, he is involved in marketing and facilitating sales of hemp products through Circle C LLC. Composition Wealth provides discretionary investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, trusts, businesses, and charitable organizations. The firm employs a primarily long-term, diversified investment approach using low-cost mutual funds, ETFs, and individual securities, managing approximately $6.7 billion in assets as of the end of 2024.

Nicole Pavlovic is a financial advisor at Composition Wealth, LLC with five years of industry experience. She holds a Series 65 designation and has worked previously at Freestone Capital Management, LLC. Outside of finance, she has experience in event management and catering, including a role at Best Beverage Catering. Composition Wealth provides discretionary investment management, financial planning, and retirement-plan advisory services to a diverse client base that includes individuals, high-net-worth investors, trusts, and businesses. The firm’s investment approach is primarily long-term and diversified, utilizing low-cost mutual funds, ETFs, and individual securities, and manages approximately $6.7 billion in client assets.

Emil Georgiev is a financial advisor at Composition Wealth, LLC in Los Angeles, CA, holding a Series 65 designation with three years of industry experience. He previously worked at Miracle Mile Advisors, LLC and Pathstone Family Office, LLC. Composition Wealth provides discretionary investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, high-net-worth investors, trusts, and businesses. The firm employs a primarily long-term and diversified investment approach using low-cost mutual funds, ETFs, and individual securities, managing approximately $6.7 billion in client assets.

Craig Borkovec is a financial advisor at Composition Wealth, LLC in Chicago, IL, holding Series 63 and Series 65 licenses with nine years of industry experience. He has worked at Composition Wealth since 2020 and previously at Deawm Distributors, Inc. from 2015 to 2019. Composition Wealth provides discretionary investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, high-net-worth investors, trusts, estates, businesses, charitable organizations, insurance companies, and retirement plans. The firm employs a primarily long-term, diversified investment approach using low-cost mutual funds, ETFs, individual stocks and bonds, and a combination of fundamental and technical analysis.

Paul Glenn is a financial advisor at Composition Wealth, LLC in Tacoma, WA, holding Series 63 and Series 65 licenses. He has over 15 years of experience in the industry, having worked previously at Northwestern Mutual Investment Management and Edgewater Wealth Management. Composition Wealth provides discretionary investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, high-net-worth investors, trusts, estates, and businesses. The firm employs a primarily long-term, diversified investment approach using low-cost mutual funds, ETFs, individual stocks and bonds, and incorporates both fundamental and technical analysis in portfolio construction and monitoring.

Bret Hamby is a CFA® charterholder with 21 years of industry experience. He is currently with Composition Wealth, LLC, where he has worked since 2025. Prior to this, he was with Vinoble Group for six years and Ameriprise Financial Services, Inc. for fourteen years. Composition Wealth provides discretionary investment management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, high-net-worth investors, trusts, estates, and businesses. The firm employs a primarily long-term, diversified investment approach using low-cost mutual funds, ETFs, individual stocks and bonds, and incorporates both fundamental and technical analysis in its portfolio management.

Wendy Ciehanski is a financial advisor at Composition Wealth, LLC with 26 years of industry experience. She holds a Series 66 designation and previously worked at Centricity Wealth Management, LLC for 12 years. In addition to her advisory role, she is a licensed insurance agent involved in insurance sales and implementation. Composition Wealth provides discretionary investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, high-net-worth investors, trusts, businesses, and charitable organizations. The firm employs a long-term, diversified investment approach using low-cost mutual funds, ETFs, individual securities, and occasionally options and alternative investments.

Robert Schpoont is an investment advisor representative at Composition Wealth, LLC with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at North Shore Asset Management, LLC since 2001. He is currently dually registered with both firms on a temporary basis during his transition to Composition Wealth. Composition Wealth provides discretionary investment management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, trusts, businesses, and charitable organizations. The firm employs a long-term, diversified investment approach using low-cost mutual funds, ETFs, individual securities, and incorporates both fundamental and technical analysis.

Benjamin Offit is a CFP® professional with 16 years of industry experience, currently serving at Composition Wealth, LLC since 2024. He previously worked at Offit Advisors and has been involved with Offit Financial Inc. since 2016, where he also acts as an insurance agent providing insurance planning and risk management. Additionally, he is a principal at Offit Advisory Services, LLC, a tax and accounting business. Composition Wealth, LLC offers discretionary investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, high-net-worth investors, trusts, estates, businesses, and charitable organizations. The firm employs a long-term, diversified investment approach using mutual funds, ETFs, individual securities, and occasionally options and private funds, managing approximately $6.7 billion in client assets.

Andrew Ark is a CFP® professional with four years of industry experience. He is currently with Composition Wealth, LLC and has previously worked at Miracle Mile Advisors, Wealthspire Advisors, and EisnerAmper Wealth Advisors. Composition Wealth provides discretionary investment management, financial planning, and retirement-plan advisory services to a wide range of clients, including individuals, high-net-worth investors, trusts, estates, and charitable organizations. The firm employs a primarily long-term and diversified investment approach, utilizing low-cost mutual funds, ETFs, individual securities, and occasionally options and less liquid investments.