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Constanza J

Series 63, Series 65

Maitland, FL

Focus Advisor Solutions, LLC

Constanza Jelambi Illanes is a financial advisor with Focus Advisor Solutions, LLC, holding Series 63 and Series 65 credentials and seven years of industry experience. Her prior roles include positions at Stifel, Buckingham Strategic Wealth, and Wells Fargo Clearing Services. Focus Advisor Solutions provides turnkey asset management and back-office services primarily to independent registered investment advisors and their clients, offering diversified, systematically invested mutual fund and ETF model portfolios along with discretionary fixed-income management and retirement plan fiduciary services.

Retirement plans for business owners (SEP, solo 401k) Income planning Tax-loss harvesting Wealth management ESG / Sustainable investing Founder/Business Owner Executive
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Blerina H

Series 63, Series 65

Largo, FL

Focus Advisor Solutions, LLC

Blerina Hysi is a financial advisor at Focus Advisor Solutions, LLC with 13 years of industry experience. She holds the Series 63 and Series 65 designations and has worked at The Colony Group, LLC and Buckingham Strategic Partners, LLC. Focus Advisor Solutions provides turnkey asset management and back-office services primarily to independent registered investment advisors and their clients. The firm offers diversified mutual fund and ETF model portfolios, discretionary fixed-income management, and 3(38) retirement plan fiduciary services, combining enterprise scale with a high client and asset load per advisor.

Retirement plans for business owners (SEP, solo 401k) Income planning Tax-loss harvesting Wealth management ESG / Sustainable investing Founder/Business Owner Executive
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David H

CFP®, Series 66

Santa Clara, CA

Focus Advisor Solutions, LLC

David Hanna is a CFP®-credentialed financial advisor with 10 years of industry experience, currently affiliated with Focus Advisor Solutions, LLC. His prior work includes positions at Buckingham Strategic Partners and Loring Ward. Outside of his advisory role, he serves as Treasurer/CFO for the Assyrian American Association of San Jose, managing the organization's expenses and budgeting. Focus Advisor Solutions provides turnkey asset management and back-office services to independent registered investment advisors and their clients, offering model portfolios, operational support, and fixed-income sub-advisory services. The firm manages approximately $41 billion in assets and serves more than 33,000 clients through a team of 42 advisors.

Retirement plans for business owners (SEP, solo 401k) Income planning Tax-loss harvesting Wealth management ESG / Sustainable investing Founder/Business Owner Executive
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Angela S

CFP®, Series 63

Seattle, WA

Focus Advisor Solutions, LLC

Angela Stover is a CFP® with 25 years of industry experience. She is currently affiliated with Focus Advisor Solutions, LLC and has previously worked at Buckingham Strategic Partners, Foreside Financial Services, LLC, and Loring Ward Financial Inc. Focus Advisor Solutions provides turnkey asset management and back-office services primarily to independent registered investment advisors, offering model portfolios, operational support, and fixed-income sub-advisory services. The firm manages approximately $41 billion in assets across a relatively small advisor base, combining enterprise scale with a high client load per advisor.

Retirement plans for business owners (SEP, solo 401k) Income planning Tax-loss harvesting Wealth management ESG / Sustainable investing Founder/Business Owner Executive
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Christopher H

Series 65

St. Louis, MO

Focus Advisor Solutions, LLC

Christopher Hadeler is a Series 65-licensed financial advisor at Focus Advisor Solutions, LLC with two years of industry experience. He has been with Buckingham Strategic Partners, LLC since 2014. Focus Advisor Solutions provides turnkey asset management and back-office services primarily to independent registered investment advisors and their clients. The firm offers diversified, systematically invested mutual fund and ETF model portfolios, discretionary fixed-income management, and fiduciary retirement plan services, combining enterprise scale with a relatively small advisor base.

Retirement plans for business owners (SEP, solo 401k) Income planning Tax-loss harvesting Wealth management ESG / Sustainable investing Founder/Business Owner Executive
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Seng S

Series 66

Visalia, CA

Focus Advisor Solutions, LLC

Seng Saechao is a financial advisor with Focus Advisor Solutions, LLC, holding a Series 66 designation and 19 years of industry experience. His prior work includes roles at Buckingham Strategic Partners, LLC, Foreside Financial Services, LLC, and several other firms between 2014 and 2018. Focus Advisor Solutions provides turnkey asset management and back-office services primarily to independent registered investment advisors and their clients. The firm offers systematically invested mutual fund and ETF model portfolios, discretionary fixed-income management, and retirement plan fiduciary services, combining enterprise scale with a relatively small advisor base.

Retirement plans for business owners (SEP, solo 401k) Income planning Tax-loss harvesting Wealth management ESG / Sustainable investing Founder/Business Owner Executive
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Matthew M

Series 63, Series 65, Series 66

Phoenix, AZ

Focus Advisor Solutions, LLC

Matthew Miller is a financial advisor at Focus Advisor Solutions, LLC in Phoenix, AZ, holding Series 63, 65, and 66 licenses with 19 years of industry experience. His prior roles include positions at Dimensional Fund Advisors LP and several other firms since 2002. He also serves as a regional director managing a small sales team within the wealth management sector. Focus Advisor Solutions provides turnkey asset management and back-office services primarily to independent registered investment advisors, offering model portfolios, operational support, and access to third-party cash-management and insurance solutions. The firm emphasizes diversified, systematically invested mutual fund and ETF portfolios and offers discretionary fixed-income and retirement plan investment management services.

Retirement plans for business owners (SEP, solo 401k) Income planning Tax-loss harvesting Wealth management ESG / Sustainable investing Founder/Business Owner Executive
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Michael O

CFP®, Series 63

Lookout Mountain, TN

Focus Advisor Solutions, LLC

Michael Ozburn is a CFP® with 27 years of industry experience, currently serving at Focus Advisor Solutions, LLC since 2018. He previously worked at Loring Ward from 2014 to 2018. Ozburn also acts as a divisional manager for Focus Partners Advisor Solutions, LLC, providing business and investment solutions to Buckingham advisors. Focus Advisor Solutions offers turnkey asset management and back-office services primarily to independent registered investment advisors and their clients. The firm emphasizes diversified, systematically invested mutual fund and ETF model portfolios and provides discretionary fixed-income management, retirement plan fiduciary services, and operational support.

Retirement plans for business owners (SEP, solo 401k) Income planning Tax-loss harvesting Wealth management ESG / Sustainable investing Founder/Business Owner Executive
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Sean B

Series 63, Series 65

Bloomingdale, IL

Focus Advisor Solutions, LLC

Sean Brooks is a financial advisor with Focus Advisor Solutions, LLC, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has held roles at several firms, including Assetmark Brokerage, LLC and Centurion Capital Group, Inc., before joining Focus Advisor Solutions in 2018. Brooks also serves as a divisional manager maintaining financial advisor relationships in the Great Lakes region. Focus Advisor Solutions provides turnkey asset management and back-office services primarily to independent registered investment advisors and their clients. The firm offers diversified, systematically invested mutual fund and ETF model portfolios, discretionary fixed-income management, and retirement plan fiduciary services, managing approximately $41 billion in assets for over 33,000 clients.

Retirement plans for business owners (SEP, solo 401k) Income planning Tax-loss harvesting Wealth management ESG / Sustainable investing Founder/Business Owner Executive
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Thuy T

Series 66

San Jose, CA

Focus Advisor Solutions, LLC

Thuy Tran is a financial advisor at Focus Advisor Solutions, LLC, holding a Series 66 designation with 21 years of industry experience. Her prior roles include positions at Buckingham Strategic Partners, Foreside Financial Services, LLC, Loring Ward Securities Inc., and Lwi Financial Inc. Focus Advisor Solutions provides turnkey asset management and back-office services primarily to independent registered investment advisors and their clients. The firm emphasizes diversified, systematically invested mutual fund and ETF model portfolios and offers discretionary fixed-income management, retirement plan fiduciary services, and operational support.

Retirement plans for business owners (SEP, solo 401k) Income planning Tax-loss harvesting Wealth management ESG / Sustainable investing Founder/Business Owner Executive
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Andrew F

CFP®, Series 63, Series 66

St. Louis, MO

Focus Advisor Solutions, LLC

Andrew Fenton is a CFP® professional with 13 years of industry experience, currently affiliated with Focus Advisor Solutions, LLC. His prior roles include positions at Buckingham Strategic Wealth, The Leaders Group, First Element Insurance Planners, and Edward Jones. Focus Advisor Solutions provides turnkey asset management and back-office services primarily to independent registered investment advisors, offering model portfolios, operational support, and fixed-income sub-advisory services. The firm manages diversified, systematically invested mutual fund and ETF portfolios and delivers discretionary fixed-income management and fiduciary services for retirement plans.

Retirement plans for business owners (SEP, solo 401k) Income planning Tax-loss harvesting Wealth management ESG / Sustainable investing Founder/Business Owner Executive
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Sheldon M

Series 63, Series 65

San Jose, CA

Focus Advisor Solutions, LLC

Sheldon Mcfarland is an investment advisor with Focus Advisor Solutions, LLC, holding Series 63 and Series 65 licenses and 23 years of industry experience. He has worked at Focus Advisor Solutions since 2018 and previously spent 12 years with LWI Financial Inc. and Loring Ward Securities Inc. Mcfarland also serves as Vice President of Portfolio Strategy and Research at Focus Partners Advisor Solutions, LLC. Focus Advisor Solutions provides turnkey asset management and back-office services primarily to independent registered investment advisors, offering model portfolios, operational support, and fixed-income sub-advisory and retirement plan management services. The firm combines enterprise scale with a relatively small advisor base, managing approximately $41 billion in assets for over 33,000 clients.

Retirement plans for business owners (SEP, solo 401k) Income planning Tax-loss harvesting Wealth management ESG / Sustainable investing Founder/Business Owner Executive
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Jeffery Y

CFP®, Series 65

St. Louis, MO

Focus Advisor Solutions, LLC

Jeffery Yorg is a Certified Financial Planner® with 12 years of industry experience, currently serving at Focus Advisor Solutions, LLC. His prior experience includes roles at The Colony Group, Buckingham Strategic Partners, and Gurtin Fixed Income Management. In addition to his advisory work, he is an adjunct professor teaching public finance at the University of Texas at Austin and serves as an alderman in Clayton, Missouri. Focus Advisor Solutions provides turnkey asset management and back‑office services primarily to independent registered investment advisors. The firm offers diversified, systematically invested model portfolios and discretionary fixed‑income management, serving approximately 33,000 clients with about 42 advisors and managing roughly $41 billion in assets.

Retirement plans for business owners (SEP, solo 401k) Income planning Tax-loss harvesting Wealth management ESG / Sustainable investing Founder/Business Owner Executive
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James B

Series 63, Series 65

Phoenixville, PA

Focus Advisor Solutions, LLC

James Boylan is a financial advisor with Focus Advisor Solutions, LLC, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. His prior roles include positions at Foreside Financial Services, LLC, and Sei Investment Management Co. Boylan also serves as Regional Director for Focus Partners Advisor Solutions, LLC, where he is involved in consulting and business development. Focus Advisor Solutions provides turnkey asset management and back-office services primarily to independent registered investment advisors and their clients, offering model portfolios, fixed-income sub-advisory services, and retirement plan investment management. The firm combines enterprise scale with a focused advisor base and manages approximately $41 billion in regulatory assets under management and administration.

Retirement plans for business owners (SEP, solo 401k) Income planning Tax-loss harvesting Wealth management ESG / Sustainable investing Founder/Business Owner Executive
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Alexa K

Series 65

St. Louis, MO

Focus Advisor Solutions, LLC

Alexa Koziol is a financial advisor at Focus Advisor Solutions, LLC with one year of industry experience. She holds a Series 65 designation and has worked previously at firms including Correct Capital Wealth Management, Clayton Financial Group, and Morningstar Investment Services. Focus Advisor Solutions provides turnkey asset management and back-office services to independent registered investment advisors and their clients, offering model portfolios, operational support, and discretionary fixed-income management. The firm serves a relatively small advisor base with a high client and asset load per advisor and operates as an indirect subsidiary of Focus Financial Partners.

Retirement plans for business owners (SEP, solo 401k) Income planning Tax-loss harvesting Wealth management ESG / Sustainable investing Founder/Business Owner Executive
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Jose C

Series 63, Series 65

St. Louis, MO

Focus Advisor Solutions, LLC

Jose Camarena is a financial advisor with Focus Advisor Solutions, LLC, holding Series 63 and Series 65 credentials and six years of industry experience. His prior work includes roles at Focus Partners Wealth, Buckingham Strategic Wealth, Charles Schwab & Co., Inc., TD Ameritrade, and the State of Illinois Department of Human Services. Focus Advisor Solutions provides turnkey asset management and back-office services primarily to independent registered investment advisors and their clients. The firm emphasizes diversified, systematically invested mutual fund and ETF model portfolios and offers discretionary fixed-income management, retirement plan fiduciary services, and operational support.

Retirement plans for business owners (SEP, solo 401k) Income planning Tax-loss harvesting Wealth management ESG / Sustainable investing Founder/Business Owner Executive
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Angela M

Series 63, Series 65

St. Louis, MO

Focus Advisor Solutions, LLC

Angela Muckler is a financial advisor with Focus Advisor Solutions, LLC, holding Series 63 and Series 65 designations and 15 years of industry experience. Her prior roles include positions at STIFEL and Foreside Financial Services, LLC. She also serves as a Regional Director at Focus Partners Advisor Solutions, LLC, where she assists advisors with client case design and relationship development. Focus Advisor Solutions provides turnkey asset management and back-office services primarily to independent registered investment advisors, offering diversified and systematically invested model portfolios from providers such as Dimensional, Vanguard, and BlackRock. The firm combines enterprise scale with a relatively small advisor base, managing approximately $41 billion in assets across about 42 advisors.

Retirement plans for business owners (SEP, solo 401k) Income planning Tax-loss harvesting Wealth management ESG / Sustainable investing Founder/Business Owner Executive
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Jeremy M

Series 63, Series 66

Roseville, CA

Focus Advisor Solutions, LLC

Jeremy Miller is a financial advisor with Focus Advisor Solutions, LLC, holding Series 63 and Series 66 credentials and 16 years of industry experience. He has worked at Focus Advisor Solutions since 2018 and previously spent two years at Loring Ward Securities Inc. He also serves as a regional director for Focus Partners Advisor Solutions, LLC, supporting independent financial advisors in leveraging Buckingham’s services. Focus Advisor Solutions provides turnkey asset management and back-office services primarily to independent registered investment advisors and their clients. The firm offers diversified mutual fund and ETF model portfolios, discretionary fixed-income management, and 3(38) retirement plan investment fiduciary services, managing approximately $41 billion in assets and serving over 33,000 clients.

Retirement plans for business owners (SEP, solo 401k) Income planning Tax-loss harvesting Wealth management ESG / Sustainable investing Founder/Business Owner Executive
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Benjamin L

Series 65

St. Louis, MO

Focus Advisor Solutions, LLC

Benjamin Lanning is a Series 65-licensed advisor with 18 years of industry experience, currently associated with Focus Advisor Solutions, LLC. He has worked at Buckingham Wealth Partners since 2007. Focus Advisor Solutions provides turnkey asset management and back-office services primarily to independent registered investment advisors and their clients. The firm offers diversified mutual fund and ETF model portfolios, discretionary fixed-income management, and retirement plan fiduciary services, supporting advisors with operational functions and a range of investment solutions.

Retirement plans for business owners (SEP, solo 401k) Income planning Tax-loss harvesting Wealth management ESG / Sustainable investing Founder/Business Owner Executive
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Jorge G

Series 66

Cypress, TX

Focus Advisor Solutions, LLC

Jorge Galeano is a financial advisor at Focus Advisor Solutions, LLC with 18 years of industry experience. He holds the Series 66 designation and has worked at Buckingham Strategic Partners, Foreside Financial Services, LLC, and Loring Ward. Focus Advisor Solutions provides turnkey asset management and back-office services primarily to independent registered investment advisors, offering fixed-income sub-advisory, retirement plan investment management, and administration for registered investment companies. The firm emphasizes diversified, systematically invested mutual fund and ETF model portfolios and combines enterprise scale with a relatively small advisor base.

Retirement plans for business owners (SEP, solo 401k) Income planning Tax-loss harvesting Wealth management ESG / Sustainable investing Founder/Business Owner Executive
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Eric K

Series 63, Series 66

South San Francisco, CA

Focus Advisor Solutions, LLC

Eric Kohlmeister is a financial advisor with Focus Advisor Solutions, LLC, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. His prior roles include positions at Buckingham Strategic Partners, Foreside Financial Services, Loring Ward Holdings, and several other firms. Focus Advisor Solutions provides turnkey asset management and back-office services primarily to independent registered investment advisors, offering model portfolios, fixed-income sub-advisory, retirement plan investment management, and various operational supports. The firm manages approximately $41 billion in assets across about 42 advisors and combines enterprise scale with a high client and asset load per advisor.

Retirement plans for business owners (SEP, solo 401k) Income planning Tax-loss harvesting Wealth management ESG / Sustainable investing Founder/Business Owner Executive
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Kristen D

Series 65

St. Louis, MO

Focus Advisor Solutions, LLC

Kristen Donovan is a Series 65-licensed financial advisor with 16 years of industry experience. She has been with Buckingham Strategic Partners, LLC since 2014. Donovan serves as an advisory board member for a retirement planning organization affiliated with Fidelity, participating in biannual industry events. Focus Advisor Solutions, LLC provides turnkey asset management and back-office services primarily to independent registered investment advisors and their clients. The firm emphasizes diversified, systematically invested mutual fund and ETF model portfolios and offers discretionary fixed-income management and retirement plan fiduciary services.

Retirement plans for business owners (SEP, solo 401k) Income planning Tax-loss harvesting Wealth management ESG / Sustainable investing Founder/Business Owner Executive
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Daniel R

Series 63, Series 65

St. Louis, MO

Focus Advisor Solutions, LLC

Daniel Rush is a financial advisor at Focus Advisor Solutions, LLC with 19 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at The Colony Group, LLC and Buckingham Strategic Wealth, LLC. He is based in St. Louis, MO. Focus Advisor Solutions provides turnkey asset management and back-office services primarily to independent registered investment advisors and their clients. The firm offers diversified mutual fund and ETF model portfolios, discretionary fixed-income management, and retirement plan fiduciary services, managing approximately $41 billion of assets through a team of about 42 advisors.

Retirement plans for business owners (SEP, solo 401k) Income planning Tax-loss harvesting Wealth management ESG / Sustainable investing Founder/Business Owner Executive
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Jonathan S

Series 63

San Jose, CA

Focus Advisor Solutions, LLC

Jonathan Scheid is a financial advisor at Focus Advisor Solutions, LLC with 23 years of industry experience. He holds the Series 63 designation and has previously worked at Bellatore Financial, Inc. and Loring Ward. Scheid is also president of Focus Partners Advisor Solutions, LLC and serves as president, CEO, and trustee of SA Funds Investment Trust. Focus Advisor Solutions provides turnkey asset management and back-office services primarily to independent registered investment advisors. The firm offers diversified, systematically invested mutual fund and ETF model portfolios and discretionary fixed-income management, serving about 42 advisors with over $41 billion in regulatory assets under management and administration.

Retirement plans for business owners (SEP, solo 401k) Income planning Tax-loss harvesting Wealth management ESG / Sustainable investing Founder/Business Owner Executive
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Xuyi C

Series 63, Series 66

St. Louis, MO

Focus Advisor Solutions, LLC

Xuyi Chen is a financial advisor at Focus Advisor Solutions, LLC with eight years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked at The Colony Group, Buckingham Strategic Wealth, Charles Schwab, TD Ameritrade, and Scottrade. Focus Advisor Solutions provides turnkey asset management and back-office services primarily to independent registered investment advisors and their clients. The firm offers diversified, systematically invested mutual fund and ETF model portfolios, discretionary fixed-income management, and retirement plan fiduciary services, serving more than 33,000 clients through a team of approximately 43 advisors.

Retirement plans for business owners (SEP, solo 401k) Income planning Tax-loss harvesting Wealth management ESG / Sustainable investing Founder/Business Owner Executive
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Leanne G

Series 66

St. Louis, MO

Focus Advisor Solutions, LLC

Leanne Geer is a financial advisor at Focus Advisor Solutions, LLC with six years of industry experience. She holds the Series 66 designation and has worked at firms including The Colony Group, Buckingham Strategic Wealth, Waddell & Reed, Woodbury Financial Services, and Jones Investment Group. Outside of her advisory work, she manages bookkeeping for a sole proprietorship in trucking and serves as a branch treasurer for the Society for Creative Anachronism. Focus Advisor Solutions provides turnkey asset management and back-office services primarily to independent registered investment advisors, offering diversified, systematically invested mutual fund and ETF model portfolios, discretionary fixed-income management, and retirement plan fiduciary services.

Retirement plans for business owners (SEP, solo 401k) Income planning Tax-loss harvesting Wealth management ESG / Sustainable investing Founder/Business Owner Executive
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Kevin C

Series 65

St. Louis, MO

Focus Advisor Solutions, LLC

Kevin Carlton is a Series 65-licensed financial advisor with 10 years of industry experience. He has worked at Buckingham Strategic Partners since 2013 and joined The Colony Group in 2024. He is currently affiliated with Focus Advisor Solutions, LLC. Focus Advisor Solutions provides turnkey asset management and back-office services primarily to independent registered investment advisors, offering model portfolios, operational support, and discretionary fixed-income management. The firm combines enterprise scale with a relatively small advisor base, managing approximately $41 billion in assets and serving over 33,000 clients through about 42 advisors.

Retirement plans for business owners (SEP, solo 401k) Income planning Tax-loss harvesting Wealth management ESG / Sustainable investing Founder/Business Owner Executive
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Frank R

CFP®, Series 66

New Braunfels, TX

Focus Advisor Solutions, LLC

Frank Romero Jr. is a CFP® with 21 years of industry experience, currently serving at Focus Advisor Solutions, LLC since 2018. He previously worked at Loring Ward Securities Inc. from 2005 to 2018. In addition to his advisory role, he owns a western apparel business in New Braunfels, TX. Focus Advisor Solutions provides turnkey asset management and back-office services primarily to independent registered investment advisors and their clients. The firm offers model portfolios, fixed-income sub-advisory, and retirement plan management, combining enterprise scale with a focused advisor base.

Retirement plans for business owners (SEP, solo 401k) Income planning Tax-loss harvesting Wealth management ESG / Sustainable investing Founder/Business Owner Executive
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Mark D

Series 63, Series 66

Westwood, MA

Focus Advisor Solutions, LLC

Mark Driscoll is a financial advisor with Focus Advisor Solutions, LLC and holds Series 63 and Series 66 licenses. He has 22 years of industry experience, including roles at Fidelity Brokerage Services and Envestnet, Inc. Outside of his advisory work, he is a sports official, refereeing youth, high school, and college sports. Focus Advisor Solutions provides turnkey asset management and back-office services to independent registered investment advisors, offering model portfolios, operational support, and fixed-income sub-advisory services. The firm manages approximately $41 billion in assets and serves over 33,000 clients through a team of about 42 advisors.

Retirement plans for business owners (SEP, solo 401k) Income planning Tax-loss harvesting Wealth management ESG / Sustainable investing Founder/Business Owner Executive
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Kathryn R

Series 63, Series 65

South Riding, VA

Focus Advisor Solutions, LLC

Kathryn Risch is a financial advisor at Focus Advisor Solutions, LLC with 17 years of industry experience. She holds Series 63 and Series 65 credentials. Her prior work includes multiple roles at Savant Capital Management and Buckingham Strategic Partners, LLC. Focus Advisor Solutions provides turnkey asset management and back-office services primarily to independent registered investment advisors and their clients. The firm offers diversified, systematically invested mutual fund and ETF model portfolios and discretionary fixed-income management, serving a relatively small advisor base with a substantial regulatory asset volume.

Retirement plans for business owners (SEP, solo 401k) Income planning Tax-loss harvesting Wealth management ESG / Sustainable investing Founder/Business Owner Executive
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Erich R

Series 63, Series 65

Salinas, CA

Focus Advisor Solutions, LLC

Erich Reinhardt is a financial advisor with Focus Advisor Solutions, LLC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior roles include positions at The Colony Group, LLC, Buckingham Strategic Partners, and Loring Ward Financial Inc. He is also involved with The Wealth Management Alliance as an investment advisor. Focus Advisor Solutions provides turnkey asset management and back-office services primarily to independent registered investment advisors and their clients, offering diversified mutual fund and ETF model portfolios, discretionary fixed-income management, and specialized services for retirement plans and registered investment companies.

Retirement plans for business owners (SEP, solo 401k) Income planning Tax-loss harvesting Wealth management ESG / Sustainable investing Founder/Business Owner Executive
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Benjamin S

Series 63, Series 65

Denver, CO

Focus Advisor Solutions, LLC

Benjamin Slater is a financial advisor with Focus Advisor Solutions, LLC, holding Series 63 and Series 65 designations and 19 years of industry experience. He has worked at Focus Advisor Solutions since 2018 and previously spent four years at Loring Ward. Outside of his advisory role, he is an owner of a private startup in Colorado that manufactures cannabis oil. Focus Advisor Solutions provides turnkey asset management and back-office services primarily to independent registered investment advisors, offering model portfolios, operational support, and fixed-income sub-advisory services. The firm manages roughly $41 billion in regulatory assets, emphasizing systematically invested mutual fund and ETF portfolios from providers such as Dimensional, Vanguard, and BlackRock.

Retirement plans for business owners (SEP, solo 401k) Income planning Tax-loss harvesting Wealth management ESG / Sustainable investing Founder/Business Owner Executive
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Mark P

Series 66

St. Louis, MO

Focus Advisor Solutions, LLC

Mark Pitcher is a financial advisor at Focus Advisor Solutions, LLC with 12 years of industry experience. He holds a Series 66 designation and has previously worked at Buckingham Strategic Partners, LLC and Buckingham Strategic Wealth, LLC. Focus Advisor Solutions provides turnkey asset management and back-office services primarily to independent registered investment advisors. The firm offers diversified, systematically invested mutual fund and ETF model portfolios constructed from providers such as Dimensional, Vanguard, and BlackRock, along with discretionary fixed-income management, retirement plan fiduciary services, and operational support.

Retirement plans for business owners (SEP, solo 401k) Income planning Tax-loss harvesting Wealth management ESG / Sustainable investing Founder/Business Owner Executive
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Laura B

Series 65

St. Louis, MO

Focus Advisor Solutions, LLC

Laura Barr is a financial advisor at Focus Advisor Solutions, LLC with one year of industry experience. She holds a Series 65 credential and has worked at Buckingham Strategic Partner, LLC from 2022 to present, Freedom Path Investors from 2020 to 2021, and Made Homes from 2014 to 2021. Focus Advisor Solutions provides turnkey asset management and back-office services primarily to independent registered investment advisors and their clients. The firm offers diversified, systematically invested mutual fund and ETF model portfolios and discretionary fixed-income management, serving approximately 42 advisors and over 33,000 clients with around $41 billion in regulatory assets under management and administration.

Retirement plans for business owners (SEP, solo 401k) Income planning Tax-loss harvesting Wealth management ESG / Sustainable investing Founder/Business Owner Executive
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Katlyn N

Series 63, Series 65

Sonora, CA

Focus Advisor Solutions, LLC

Katlyn Nielson is a financial advisor with Focus Advisor Solutions, LLC, holding Series 63 and Series 65 licenses and having 13 years of industry experience. She has worked at Focus Advisor Solutions since 2018 and previously was with Loring Ward from 2011 to 2018. Focus Advisor Solutions provides turnkey asset management and back-office services primarily to independent registered investment advisors and their clients, offering model portfolios, operational support, and fixed-income sub-advisory services. The firm manages approximately $41 billion in regulatory assets with a focus on diversified, systematically invested mutual fund and ETF portfolios.

Retirement plans for business owners (SEP, solo 401k) Income planning Tax-loss harvesting Wealth management ESG / Sustainable investing Founder/Business Owner Executive
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Lindsay W

Series 63, Series 65

Sonora, CA

Focus Advisor Solutions, LLC

Lindsay Wales is a financial advisor at Focus Advisor Solutions, LLC with seven years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at The Colony Group, Buckingham Strategic Wealth, and Wells Fargo in various capacities. Focus Advisor Solutions provides turnkey asset management and back-office services primarily to independent registered investment advisors, offering model portfolios, fixed-income sub-advisory services, and retirement plan investment management. The firm serves a substantial client base with a relatively small number of advisors, combining enterprise scale with personalized service.

Retirement plans for business owners (SEP, solo 401k) Income planning Tax-loss harvesting Wealth management ESG / Sustainable investing Founder/Business Owner Executive
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Timothy H

Series 63, Series 65

Upland, CA

Focus Advisor Solutions, LLC

Timothy Hacker is a financial advisor at Focus Advisor Solutions, LLC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Buckingham Strategic Partners, LLC and Loring Ward. Focus Advisor Solutions provides turnkey asset management and back-office services primarily to independent registered investment advisors, offering model portfolios, operational support, and fixed-income sub-advisory services. The firm manages approximately $41 billion in assets and serves over 33,000 clients through a relatively small team of about 42 advisors.

Retirement plans for business owners (SEP, solo 401k) Income planning Tax-loss harvesting Wealth management ESG / Sustainable investing Founder/Business Owner Executive
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William B

CFP®, Series 63, Series 66

Folsom, CA

Focus Advisor Solutions, LLC

William Blanchette is a CFP® with 20 years of industry experience, currently serving at Focus Advisor Solutions, LLC. His prior work includes roles at Buckingham Strategic Partners, Foreside Financial Services, Loring Ward Financial Inc., Loring Ward Holdings, Inc., and Fidelity Brokerage Services LLC. Focus Advisor Solutions provides turnkey asset management and back-office services primarily to independent registered investment advisors and their clients, including model portfolios, operational support, and fixed-income sub-advisory services. The firm manages diversified, systematically invested mutual fund and ETF portfolios and offers discretionary fixed-income management and retirement plan fiduciary services.

Retirement plans for business owners (SEP, solo 401k) Income planning Tax-loss harvesting Wealth management ESG / Sustainable investing Founder/Business Owner Executive
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Nolan T

Series 63, Series 66

St. Louis, MO

Focus Advisor Solutions, LLC

Nolan Tran is a financial advisor with Focus Advisor Solutions, LLC in St. Louis, Missouri, holding Series 63 and Series 66 credentials and four years of industry experience. His prior roles include positions at Wells Fargo Clearing Services and Busey Bank. Before entering the financial sector, he worked in several service industry roles including at Prairie INN Bar and Pizza Hut. Focus Advisor Solutions provides turnkey asset management and back-office services primarily to independent registered investment advisors and their clients. The firm offers diversified, systematically invested mutual fund and ETF model portfolios and discretionary fixed-income management, serving over 33,000 clients through approximately 42 advisors and managing about $41 billion in regulatory assets.

Retirement plans for business owners (SEP, solo 401k) Income planning Tax-loss harvesting Wealth management ESG / Sustainable investing Founder/Business Owner Executive
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Vincent C

Series 66

Truckee, CA

Focus Advisor Solutions, LLC

Vincent Crivello is a financial advisor with Focus Advisor Solutions, LLC, holding a Series 66 designation and having 23 years of industry experience. His prior work includes roles at Buckingham Strategic Partners, Foreside Financial Services, LLC, and Loring Ward Financial Inc. In addition to advising, he serves as a trustee in trust services and administration in Truckee, CA. Focus Advisor Solutions provides turnkey asset management and back-office services primarily to independent registered investment advisors and their clients. The firm offers diversified mutual fund and ETF model portfolios, discretionary fixed-income management, and fiduciary services for retirement plans, combining enterprise scale with a relatively small advisor base.

Retirement plans for business owners (SEP, solo 401k) Income planning Tax-loss harvesting Wealth management ESG / Sustainable investing Founder/Business Owner Executive
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Brendan N

Series 66

St. Louis, MO

Focus Advisor Solutions, LLC

Brendan Norwine is a financial advisor at Focus Advisor Solutions, LLC with one year of industry experience. He holds a Series 66 designation and has prior experience at Edward Jones, Stifel Financial Corp., and Stifel Bank & Trust. Focus Advisor Solutions provides turnkey asset management and back-office services primarily to independent registered investment advisors, offering model portfolios, operational support, and fixed-income sub-advisory services. The firm combines enterprise scale with a relatively small advisor base, managing approximately $41 billion in assets and serving more than 33,000 clients.

Retirement plans for business owners (SEP, solo 401k) Income planning Tax-loss harvesting Wealth management ESG / Sustainable investing Founder/Business Owner Executive
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Ryan F

Series 63, Series 65

St. Louis, MO

Focus Advisor Solutions, LLC

Ryan Fedder is a financial advisor at Focus Advisor Solutions, LLC with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Buckingham Strategic Wealth, Wells Fargo Clearing Services, and Stifel Nicolaus & Co Inc. Focus Advisor Solutions provides turnkey asset management and back-office services primarily to independent registered investment advisors and their clients. The firm offers diversified mutual fund and ETF model portfolios, discretionary fixed-income management, and retirement plan fiduciary services, combining enterprise scale with a relatively small advisor base.

Retirement plans for business owners (SEP, solo 401k) Income planning Tax-loss harvesting Wealth management ESG / Sustainable investing Founder/Business Owner Executive
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