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 14 years of industry experience, currently serving as an advisor at Mainsail Financial Group. He has previously worked with Commonwealth Financial Network, MML Investors Services, and Metlife Securities. Steele is also the author of a retirement planning book. Mainsail Financial Group provides advisory services to individual and high-net-worth clients as well as retirement plans, offering portfolio management, comprehensive financial planning, and retirement plan consulting. The firm uses model portfolios developed by an investment committee and combines various analytical approaches to align with client goals and risk tolerances.

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 at Mainsail Financial Group in Bellevue, WA, holding Series 63 and Series 65 licenses with seven years of industry experience. Her prior roles include positions at Cetera Investment Advisors LLC, Cascade Guided Wealth, and Wells Fargo Clearing Services. Outside of her advisory work, she is involved with a family ranch in Idaho and serves as a notary public. Mainsail Financial Group provides advisory services to 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 uses model portfolios developed by an investment committee and combines asset allocation, fundamental, technical, and quantitative methods to align with client goals and risk tolerances.

Jonathan Brandt is a CFP® professional with 26 years of industry experience. He is currently with Mainsail Financial Group in Eugene, OR, where he has worked since 2025. Prior to that, he spent 15 years at JourneyTree Financial Advisors. Mainsail Financial Group provides advisory services to individual and high-net-worth clients as well as retirement plans, offering portfolio management, financial planning, and retirement plan consulting. The firm uses model portfolios developed by an investment committee and combines various analytical methods to align investments with client goals and risk tolerances.

Eddy Su is a financial advisor with Mainsail Financial Group in Bellevue, WA, holding a Series 66 designation and two years of industry experience. Prior to joining Mainsail, he worked briefly at Equitable Advisors and Blue Raven Solar, and has experience in education, including teaching AP Physics courses as a classroom tutor. 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 uses model portfolios developed by an investment committee and combines various analytical approaches to align investments with client goals and risk tolerances.

Amanda Webster is a financial advisor at Mainsail Financial Group with four years of industry experience. She holds a Series 66 designation and previously worked at Fidelity Investments and Fidelity Brokerage Services for five years. 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 employs a model-driven investment process combining asset allocation, fundamental, technical, and quantitative methods, and offers educational content through an online platform.

Joshua Moore is a financial advisor at Mainsail Financial Group with four years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones and SightLife. Mainsail Financial Group serves individual and high-net-worth clients as well as retirement plans, providing portfolio management, financial planning, and retirement plan consulting. The firm employs model portfolios developed by an investment committee and incorporates various analytical methods to align investments with client goals and risk tolerances.