William Blase is a ChFC® and Series 66-licensed advisor with 10 years of industry experience. He is currently with Focus Partners Wealth, LLC and previously worked at The Colony Group, Citigroup Global Markets, Bank of America, Merrill, Raymond James & Associates, and Deutsche Bank Securities. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients, offering comprehensive wealth management, financial planning, and retirement consulting services. The firm employs a long-term, tax- and fee-sensitive investment approach using a blend of active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Brendan Toth is a financial advisor at Focus Partners Wealth, LLC with three years of industry experience. He holds a Series 65 designation and has previously worked at The Colony Group, LLC and Buckingham Strategic Wealth, LLC. Before entering the financial services industry, he spent four years at the University of Missouri - Columbia and four years with the St. Louis Cardinals. Focus Partners Wealth serves individuals, high-net-worth families, family offices, corporate, and institutional clients with wealth management, financial and tax planning, and employee benefit consulting. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Bruce Weininger is a CFP® with 36 years of experience in the financial industry. He is currently with Focus Partners Wealth, LLC and has held prior roles at Foreside Financial Services, Kovitz Investment Group Partners, Kovitz Securities, and Deloitte Investment Advisors. Focus Partners serves individuals, high-net-worth families, family offices, corporate, and institutional clients, offering a range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party separate account managers, and private funds.

Nicholas Bianchi is a financial advisor at Focus Partners Wealth, LLC with one year of experience in the industry. He holds a Series 65 credential and has prior work experience at Dell Technologies, the University of Texas, and Savio Catholic High School. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services, emphasizing long-term, tax- and fee-sensitive portfolio construction that combines active and passive strategies within an enhanced open architecture framework.

Stephanie Guerin is a CFP® with 27 years of experience in the financial advisory industry. She is currently with Focus Partners Wealth, LLC and has prior experience at The Colony Group, Bam Management, Buckingham Strategic Wealth, and The Planned Approach. Outside of her advisory role, she is a member of a real estate holding company, Kelanie, LLC. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients, offering a broad range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies with third-party managers and private funds.

Brian Rodriguez is a financial advisor at Focus Partners Wealth, LLC in Denver, CO, holding Series 65 and Series 66 licenses with three years of industry experience. His prior roles include positions at The Colony Group, LLC, Bank of America, N.A., and Merrill. Focus Partners serves individuals, high-net-worth families, family offices, corporate and institutional clients with comprehensive wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach using a blend of active and passive strategies alongside private funds and third-party managers.

Gerald Goldberg is a financial advisor with Focus Partners Wealth, LLC, holding Series 63 and Series 65 licenses and 29 years of industry experience. His prior roles include positions at The Colony Group, LLC, GYL Financial Synergies, LLC, Wells Fargo Advisors, Wells Fargo Clearing, and Prudential Equity Group, LLC. He serves as managing member of several non-investment related LLCs, overseeing their day-to-day administrative activities. Focus Partners serves individuals, high-net-worth families, family offices, corporate, and institutional clients with wealth management and advisory services, employing a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

John Sullivan is a Series 65 registered advisor with eight years of industry experience. He currently works at Focus Partners Wealth, LLC and has previously held roles at Precision Wealth Strategies, Girard Advisory Services, Wealth Management Solutions, Mercer Global Advisors, and SEI Investments. Focus Partners serves individuals, high-net-worth families, family offices, corporate, and institutional clients with a broad range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Joseph Mcbride is a financial advisor with Focus Partners Wealth, LLC, holding Series 63 and Series 65 licenses and 28 years of industry experience. He has worked at The Colony Group, LLC, GYL Financial Synergies, LLC, and Resnick Investment Advisors, LLC. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services. The firm employs an investment approach that combines active and passive strategies within an enhanced open architecture framework, integrating fundamental and quantitative analysis alongside specialized tools such as trend-following and options overlay strategies.

Joshua Parker is a Certified Financial Planner (CFP®) with 25 years of industry experience. He is currently with Focus Partners Wealth, LLC and has held prior roles at The Colony Group, Buckingham Asset Management, Horne Wealth Advisors, Trustcore Financial, and Amsouth Investment Management Company. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients, offering a range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach using an “enhanced open architecture” framework that blends active and passive strategies, third-party managers, and private funds.

Darren Norton is a financial advisor at Focus Partners Wealth, LLC with 26 years of industry experience. He holds Series 65 and Series 66 licenses and previously worked at G.W. & Wade, LLC and G.W. & Wade Asset Management Company, Inc. for over two decades. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, advisory services, and retirement plan consulting. The firm uses a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Matthew Mckeand is a financial advisor at Focus Partners Wealth, LLC with seven years of industry experience. He holds a Series 66 designation and has worked at The Colony Group, LLC, Buckingham Strategic Wealth, LLC, Wells Fargo Clearing, and MML Investors/Capital Financial Group. Prior to his advisory career, he was involved with Memphis Cartonera and Rhodes College. Focus Partners serves individuals, high-net-worth families, family offices, corporate, and institutional clients with wealth management and advisory services. The firm emphasizes long-term, tax- and fee-sensitive portfolio construction using a blend of active and passive strategies within an enhanced open architecture framework.

Cheryl Wilkinson is a CFP® professional with 20 years of industry experience. She currently works at Focus Partners Wealth, LLC and previously spent 14 years at The Colony Group, LLC. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with comprehensive wealth management, financial and tax planning, and retirement plan consulting. The firm employs an investment approach that combines active and passive strategies within an enhanced open architecture framework and offers access to private funds and specialized strategies.

Timothy Wilcox is a financial advisor at Focus Partners Wealth, LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Sonora Investment Management Group, LLC. Focus Partners serves individuals, high-net-worth families, family offices, corporate, and institutional clients, offering a range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Kara Hughes is a financial advisor at Focus Partners Wealth, LLC with four years of industry experience. She holds Series 63 and Series 65 designations and previously worked at TDAmeritrade/Charles Schwab from 2020 to 2024. Before entering the financial industry, her work experience included roles at Cheddars Scratch Kitchen and MaidPro. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial and tax planning, retirement plan consulting, and access to private and registered pooled vehicles. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party managers, and private funds under an enhanced open architecture framework.

Steven Rothenberg is a financial advisor at Focus Partners Wealth, LLC with 20 years of industry experience. He holds the Series 63 and Series 65 designations and has worked previously at The Colony Group, LLC, Steinberg Global Asset Management Ltd, Carl Domino Inc., and Cypress Capital Group. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients, offering wealth management, financial and tax planning, retirement plan consulting, and access to private and registered pooled vehicles. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Giancarlo Plati is a financial advisor at Focus Partners Wealth, LLC with 12 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at The Colony Group, Cetera Advisor Networks, Pangea Wealth, and John Hancock. Focus Partners serves individuals, high-net-worth families, family offices, corporate and institutional clients with wealth management and advisory services. The firm combines active and passive strategies within an enhanced open architecture framework, emphasizing tax- and fee-sensitive, long-term portfolio construction.

Mary Vlad is a financial advisor at Focus Partners Wealth, LLC with 19 years of industry experience. She holds a Series 65 designation and previously worked for 25 years at The Colony Group, LLC. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial planning, retirement plan consulting, and access to private and registered pooled investment vehicles. The firm employs a long-term, tax- and fee-sensitive investment approach combining active and passive strategies within an enhanced open architecture framework.

Jacqueline Becker is a financial advisor at Focus Partners Wealth, LLC with two years of industry experience. She holds a Series 65 designation and has previously worked at Bellwether Wealth, UBS, Umb, American National Bank, and Pier 1 Imports. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and corporate and institutional clients, providing wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that blends active and passive strategies within an enhanced open architecture framework.

Robert Emens is a CFP® and Series 66 credentialed financial advisor with 26 years of industry experience. He is currently with Focus Partners Wealth, LLC and previously worked at G.W. & Wade, Inc. and G.W. & Wade Asset Management Company, Inc. His career includes long tenure at these firms, with no additional outside activities noted. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with comprehensive wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach under an enhanced open architecture framework that combines active and passive strategies, third-party managers, and private funds.