Scott Perkins is a CFP® professional with 15 years of industry experience. He is currently affiliated with Focus Partners Wealth, LLC and has been with Churchill Management Group since 2014. Focus Partners Wealth serves a diverse range of clients, including individual, high-net-worth, family office, corporate, retirement plan, and institutional investors. The firm employs a long-term, tax- and fee-sensitive investment approach that combines fundamental and quantitative analysis with third-party managers, offering a variety of investment and wealth management services across multiple asset types.

Kurt Schafers is a financial advisor at Focus Partners Wealth, LLC with 11 years of industry experience. He holds the CFP® designation and Series 65 license. His prior experience includes roles at Buckingham Asset Management, LLC and The Colony Group, LLC. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that combines active and passive strategies across various asset classes.

Craig Carnick is a CFP® with 27 years of industry experience, currently serving at Focus Partners Wealth, LLC. He has held roles at Kovitz Investment Group Partners, LLC and Transform Wealth, LLC, formerly Carnick & Kubik Group, LLC. Focus Partners Wealth serves a broad range of clients including individual, high-net-worth, family office, corporate, retirement plan, and institutional investors. The firm employs a long-term, tax- and fee-sensitive investment strategy combining fundamental and quantitative analysis, and offers a wide array of wealth management, advisory, and fiduciary services.

Mary Bakhaus is a financial advisor at NorthCoast Asset Management LLC with 22 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Telemus Capital LLC and Kovitz Investment Group Partners, LLC. Outside of her advisory role, she is a 50% owner of Bakhaus Properties, LLC, a real estate business in South Lyon, Michigan. NorthCoast Asset Management provides investment advisory services to individuals, retirement plans, corporations, and charitable organizations. The firm employs a quantitative and systematic investment approach, offering portfolio management through a variety of strategies including equity, income, alternatives, and private investment funds.

Benjamin Turner is a financial advisor at Focus Partners Wealth, LLC in Santa Rosa, CA, holding a Series 65 designation and having two years of industry experience. Prior to joining Focus Partners Wealth, he worked at JDH Wealth Management LLC for three years and has experience in other sectors including hospitality and academia. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, family offices, corporate, retirement plan, and institutional clients. The firm employs a long-term, tax- and fee-sensitive investment approach that combines fundamental and quantitative analysis and offers a wide range of wealth management and advisory services.

Benjamin Bremen is a CFP® professional with 13 years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at Kovitz Investment Group Partners, Strategic Wealth Partners, and RMB Capital Management. Focus Partners Wealth, LLC provides wealth advisory and investment management services to a broad client base including individuals, high-net-worth families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term investment approach that emphasizes tax- and fee-sensitivity within an enhanced open architecture framework combining active and passive strategies, separate account managers, private funds, mutual funds, and ETFs.

Jack Riina is a CFP® and holds the Series 66 designation, with four years of industry experience. He currently works at Focus Partners Wealth, LLC and previously worked at Belle Haven Investments, L.P. before transitioning from roles in education. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth clients, family offices, corporate, retirement plan, and institutional clients. The firm employs a long-term, tax- and fee-sensitive investment approach featuring enhanced open architecture, combining fundamental and quantitative analysis with third-party managers and a range of investment strategies across public equities, fixed income, alternatives, and overlay techniques.

Pierson Friend is a financial advisor at Focus Partners Wealth, LLC with four years of industry experience. He has previously worked at The Colony Group and New Providence Asset Management. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, high-net-worth families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term investment approach that emphasizes tax- and fee-sensitivity within an enhanced open architecture framework, combining active and passive strategies across various investment vehicles.

Darin Clark is a financial advisor at Focus Partners Wealth, LLC with five years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked with Buckingham Strategic Wealth, Northwestern Mutual Investment Management, and Scott Underwood. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, high-net-worth families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that combines active and passive strategies across a variety of investment vehicles.

Estelle Gonzalez is a financial advisor with Focus Partners Wealth, LLC, holding a Series 66 designation and seven years of industry experience. Her prior roles include positions at The Colony Group, LLC, The AmeriFlex Group, Inc., Sagepoint Financial, Inc., KOHLS, and Voya Financial Advisors. Focus Partners Wealth serves individual, high-net-worth, family office, corporate, retirement plan, and institutional clients with a comprehensive range of investment management, financial counseling, and wealth services. The firm employs a long-term, tax- and fee-sensitive investment approach featuring enhanced open architecture and offers a broad platform including discretionary and nondiscretionary advice, alternative investments, and affiliated service companies beyond typical custody or manager platforms.

Sandipa Pardeshi is a financial advisor at Focus Partners Wealth, LLC with six years of industry experience. She holds a Series 65 designation and has previously worked at Churchill Management Group. Prior to her advisory career, she spent five years as a stay-at-home mom. Focus Partners Wealth, LLC provides wealth advisory and investment management services to a diverse client base, including individuals, high-net-worth families, retirement plans, and institutions. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that combines active and passive strategies, separate account managers, private funds, mutual funds, and ETFs.

Jesse Stumpf is a CFA® charterholder with 15 years of industry experience. He is currently with Focus Partners Wealth, LLC and has held roles at Kovitz Investment Group Partners, LLC and Kovitz Securities, LLC. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, high-net-worth families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that integrates active and passive strategies, separate account managers, private funds, mutual funds, and ETFs.

Wayne Jamerson is a financial advisor with NorthCoast Asset Management LLC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at IFAM Capital, Kovitz Investment Group Partners, and Focus Partners Wealth. Outside of advising, he is a 25% owner and partner in a commercial property LLC based in Fort Collins, CO. NorthCoast Asset Management provides investment advisory services to individuals, retirement plans, corporations, and charitable organizations. The firm uses a quantitative and systematic investment approach with proprietary models and manages portfolios across a wide range of strategies, including private credit, private equity, and real estate interval funds.

Robert Schundler is a CFA® charterholder based in St. Louis, MO, with 20 years of industry experience. He has been with The Colony Group, LLC since 2005. Focus Partners Wealth, LLC provides wealth advisory and investment management services to a broad client base, including individuals, high-net-worth families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that combines active and passive strategies alongside private funds and ETFs.

Corey Hendershot is a CFA® charterholder affiliated with Focus Partners Wealth, LLC in St. Louis, MO. He has prior experience at Buckingham Strategic Wealth, where he worked for a total of seven years. Focus Partners Wealth serves a diverse range of clients including individuals, high-net-worth families, corporate and institutional investors, offering investment management, financial counseling, family office services, retirement plan fiduciary services, and sub-advisory solutions. The firm employs a long-term, tax- and fee-sensitive investment approach that integrates fundamental and quantitative analysis with a broad network of affiliated service companies and product relationships.

Gregory Warner is a CFP®-certified financial advisor with 18 years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at Adero Partners, LLC and Hines & Warner Wealth Management, LLC. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, retirement plans, institutions, and businesses. The firm employs a long-term investment approach that emphasizes tax- and fee-sensitivity within an enhanced open architecture framework, combining active and passive strategies alongside various specialized offerings.

Richard Rosenthal is a financial advisor at Focus Partners Wealth, LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at The Colony Group and Capital Advisors LLC. Focus Partners Wealth, LLC provides wealth advisory and investment management services to a diverse client base, including individuals, high-net-worth families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term investment approach that integrates both active and passive strategies within an enhanced open architecture framework.

Mason Petrie is a financial advisor at Focus Partners Wealth, LLC with one year of industry experience. He holds the Series 65 designation and has previously worked at Buckingham Strategic Wealth, LLC, RE/MAX Integrity, and Eagle Publications, Inc. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, retirement plans, institutions, and businesses. The firm employs a long-term investment approach that emphasizes tax- and fee-sensitivity within an enhanced open architecture framework combining various active and passive strategies.

Robert Cecil is a CFP® professional with 15 years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at Churchill Management Group and TIAA-CREF. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, family offices, corporations, retirement plans, and institutions. The firm employs a long-term, tax- and fee-sensitive investment approach that integrates fundamental and quantitative analysis, with access to a broad range of investment strategies and affiliated service companies.

Lucas Kulma is a CFP® and CFA® with eight years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at The Colony Group, LLC, HoyleCohen, Moneta Group Investment Advisors, LLC, Kayne Anderson Rudnick Investment Management, LLC, and LourdMurray. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach using a mix of active and passive strategies within an enhanced open architecture framework.