Vela Consulting, LLC

Aaron Kaplan is a Series 65-licensed financial advisor with Vela Consulting, LLC, where he has worked since 2021. He has four years of industry experience and concurrently serves as a physician and partner in diagnostic radiology at The Vancouver Clinic, a medical clinic and urgent care center. Kaplan is also the principal member and CEO of LavaTube Capital LLC, a property and asset management business. Vela Consulting primarily serves high-net-worth individuals, trusts, corporations, and retirement plans, offering discretionary investment management and financial planning. The firm employs a Modern Portfolio Theory-based approach with long-term, diversified allocations and periodic rebalancing tailored to client needs.

Daniel Conard is a financial advisor at Vela Consulting, LLC with 14 years of industry experience. He holds the Series 66 designation and has worked at Columbia Capital Securities, Inc., Fortalice Group, Inc., Andrew C. Karlinski Financial & Insurance Services, Inc., and LPL Financial LLC. Outside of his advisory role, he is involved in managing private funds and serves as president of Oak Quarry Management, LLC, which invests in real estate and small businesses, and is CEO of Two Plots, LLC, a real estate development company. Vela Consulting primarily serves high-net-worth individuals, trusts, corporations, and retirement plans, offering discretionary investment management and financial planning. The firm employs a Modern Portfolio Theory investment approach with broad asset-class diversification, providing access to public equities, ETFs, mutual funds, and alternative investments such as private debt, private equity, and real estate.

Josiah Jennings is a financial advisor with Vela Consulting, LLC, holding a Series 66 designation and 14 years of industry experience. He has worked at Columbia Capital Securities, Inc., Fortalice Group, Inc., Andrew C. Karlinski Financial & Insurance Services, Inc., and LPL Financial LLC. Jennings is also involved as CEO of Oak Quarry Management, LLC and Two Plots, LLC, which focus on fund management and real estate development respectively. Vela Consulting primarily serves high-net-worth individuals, trusts, corporations, and retirement plans, providing discretionary investment management and financial planning. The firm employs a Modern Portfolio Theory-based approach emphasizing long-term, diversified portfolios with periodic rebalancing tailored to client objectives.

William Pugh is a financial advisor at Vela Consulting, LLC with 21 years of industry experience. He holds a Series 66 designation and has worked at Columbia Capital Securities, Inc. and Apriem Advisors prior to his current roles. In addition to his advisory work, he is an independent insurance agent specializing in life, health, and disability insurance. Vela Consulting is a state-registered investment adviser serving high-net-worth individuals, trusts, corporations, and retirement plans. The firm employs a Modern Portfolio Theory-based approach focused on long-term, diversified, buy-and-hold strategies, and offers discretionary management along with access to alternative investments and private funds.