Gregory Camperos is a CFP® with six years of industry experience, currently serving as a financial advisor at Focus Partners Wealth, LLC since 2025. He previously worked at Bordeaux Wealth Advisors over multiple periods totaling six years. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth clients, family offices, and institutions, offering investment management, financial counseling, and a range of wealth management services. The firm employs a long-term, tax- and fee-sensitive investment approach that incorporates fundamental and quantitative analysis alongside third-party managers and alternative strategies.

Rebecca Verr is a financial advisor with Focus Partners Wealth, LLC in Scottsdale, AZ, holding Series 63 and Series 66 credentials and six years of industry experience. Her prior roles include positions at Interocean Capital Group, M. S. Howells & Co., Ashton Thomas Private Wealth, Charles Schwab, Discover Financial Services, Keller Williams, and Lincoln Heritage Life Insurance. Focus Partners Wealth serves a diverse client base, including individuals, high-net-worth families, family offices, corporations, retirement plans, and institutions. The firm offers a comprehensive range of wealth management and advisory services with a long-term, tax- and fee-sensitive investment approach that incorporates fundamental and quantitative analysis, third-party managers, and various alternative strategies.

Jeffrey Palleschi is a CFP® with nine years of industry experience, currently with Focus Partners Wealth, LLC. He has previously worked at The Colony Group, Buckingham Strategic Wealth, LifePlan Financial Advisory Group, Baron Wealth Management, and Plante Moran Financial Advisors. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, family offices, corporations, retirement plans, and institutions. The firm emphasizes a long-term, tax- and fee-sensitive investment approach through enhanced open architecture, combining fundamental and quantitative analysis alongside third-party managers and alternative strategies.

Ian Barclay is a financial advisor with Focus Partners Wealth, LLC in Denver, CO, holding 27 years of industry experience. He previously worked at Jones Barclay Boston and Company for 22 years before joining The Colony Group, LLC, where he has been since 2017. 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 incorporates a mix of active and passive strategies, separate account managers, private funds, mutual funds, and ETFs.

Matthew Foster is a CFP® professional with three years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at The Colony Group, LLC, Geller Advisors, LLC, and Bessemer Trust. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, institutions, and businesses. The firm employs a long-term investment approach that combines active and passive strategies within a tax- and fee-sensitive enhanced open architecture framework.

Corey Altman is a CFP® and PFS™ credentialed financial advisor with 13 years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at The Colony Group, LLC, Buckingham Asset Management, LLC, Arnett Carbis Toothman LLP, and A&F Financial Advisors 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 emphasizes 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.

Unifia Choi is a financial advisor at Focus Partners Wealth, LLC with two years of industry experience. She holds a Series 65 designation and previously worked at Bordeaux Wealth Advisors and Cornerstone General Contractors. Outside of finance, she has experience with the YMCA of Greater Seattle and educational roles at Leota Middle School and the University of Washington. Focus Partners Wealth serves a wide range of clients including individual, high-net-worth, family office, corporate, retirement plan, and institutional clients. The firm employs a long-term, tax- and fee-sensitive investment approach using enhanced open architecture and offers diverse services such as investment management, financial counseling, and family office services.

Brian Howles is a CFP®, CFA®, and Series 65 registered financial advisor at Focus Partners Wealth, LLC with 17 years of industry experience. He previously worked at Flagship Capital Management for 16 years and GYL Financial Synergies for one year before joining Focus Partners Wealth. 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 combining fundamental and quantitative analysis, third-party managers, and alternative strategies, supported by an extensive network of affiliated service companies and product relationships.

Daryl Patten is a financial advisor with Focus Partners Wealth, LLC and holds Series 63, 65, and 66 licenses. He has 19 years of industry experience, including prior roles at Kovitz Investment Group Partners, LLC, and Fort Pitt Capital Group LLC. Focus Partners Wealth serves a diverse client base ranging from individuals to institutional investors, offering investment management and comprehensive wealth services. The firm employs a long-term, tax- and fee-sensitive investment approach using enhanced open architecture that combines fundamental and quantitative analysis alongside third-party managers.

Jennifer Lee is a CFP® and CFA® credentialed financial advisor at Focus Partners Wealth, LLC with eight years of industry experience. She previously worked at Merriman Wealth Management, LLC for six years and held positions at Avier Wealth Advisors and Edward Jones. Focus Partners Wealth serves a wide 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 using enhanced open architecture that incorporates fundamental and quantitative analysis alongside third-party managers and offers a variety of investment strategies and affiliated service companies.

Iman Farimani is a financial advisor at Focus Partners Wealth, LLC with three years of industry experience. He holds a Series 65 designation and has worked at several firms, including GW & Wade, LLC. Farimani also has an academic background with Northeastern University. 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, tax- and fee-sensitive investment approach within an enhanced open architecture framework that combines active and passive strategies along with various specialized investment options.

Cay Prescott is a ChFC® credentialed advisor with Focus Partners Wealth, LLC, bringing one year of industry experience. Prior to joining Focus Partners Wealth, Prescott held roles at Lincoln Financial and M2M Partners. Focus Partners Wealth serves a diverse range of clients, including individual, high-net-worth, family office, corporate, retirement plan, and institutional clients. The firm employs a long-term, tax- and fee-sensitive investment approach utilizing enhanced open architecture, combining fundamental and quantitative analysis with access to third-party managers and alternative strategies.

Mackenzie Nelson is a CFP® with seven years of industry experience, currently with Focus Partners Wealth, LLC. Prior to joining Focus Partners, Mackenzie worked at The Colony Group, LLC and held multiple roles at Northwestern Mutual including investment services and wealth management between 2014 and 2018. Focus Partners Wealth serves a diverse client base including individuals, family offices, corporations, retirement plans, and institutions. The firm employs a long-term, tax- and fee-sensitive investment approach using enhanced open architecture and integrates a wide range of investment strategies and affiliated services.

Randall Crimmings is a CFP® professional with 22 years of industry experience, currently serving at Focus Partners Wealth, LLC. His prior experience includes roles at The Colony Group, LLC, Buckingham Strategic Wealth, LLC, and Clintsman Financial Planning. 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 integrates active and passive strategies within an enhanced open architecture framework.

Keith Barr is a CFP®, ChFC®, and Series 63 credentialed advisor at Focus Partners Wealth, LLC with 16 years of industry experience. He previously worked at Lifeplan Financial Advisory Group, LLC for 19 years and has held roles at Buckingham Strategic Wealth, LLC and The Colony Group, LLC. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, 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.

Jay Bowen is a Certified Financial Planner® with seven years of industry experience. He is currently with Focus Partners Wealth, LLC and previously worked at Gratus Capital, LLC and Turnkey Planning Solutions. Focus Partners Wealth serves a diverse range of clients including individuals, high-net-worth families, family offices, corporate and institutional clients, offering investment management, financial counseling, and a variety of wealth services. The firm employs a long-term, tax- and fee-sensitive investment approach with a combination of fundamental and quantitative analysis and integrates reporting across managed and held-away assets.

Joseph Kraninger is a financial advisor at Focus Partners Wealth, LLC in St. Louis, MO, holding a Series 65 designation with two years of industry experience. Prior to joining Focus Partners Wealth in 2023, he worked at Craft Beer NY and held positions at Villanova University, The Bailwick Club, and Greenwich High School. 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 integrates active and passive strategies within an enhanced open architecture framework and offers a broad range of financial and fiduciary services.

Quintin Foreman is a financial advisor at Focus Partners Wealth, LLC based in Boston, MA, holding a Series 65 credential with one year of industry experience. His prior roles include positions at The Colony Group, LLC and Brown Brothers Harriman. Before entering the financial industry, he was affiliated with the Greenville Swamp Rabbits and attended Dartmouth College. 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 integrates active and passive strategies along with various specialized offerings.

Peter Di Sanza is a financial advisor with Focus Partners Wealth, LLC in Pittsburgh, PA, holding Series 63 and Series 65 licenses and possessing 10 years of industry experience. His prior roles include positions at Ameriprise, J.P. Morgan Securities, and New York Life. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, corporate, retirement plan, and institutional clients, offering a range of wealth management and financial services. The firm follows a long-term, tax- and fee-sensitive investment approach that incorporates fundamental and quantitative analysis, third-party managers, and alternative strategies, supported by a large platform and an extensive network of affiliated service companies.

William Barclay Jr. is a financial advisor at Focus Partners Wealth, LLC with a Series 65 designation and two years of industry experience. His prior roles include positions at InterOcean Capital Group LLC and John Hancock Investment 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, tax- and fee-sensitive investment approach using a combination of active and passive strategies within an enhanced open architecture framework.