Mason Petrie is a financial advisor at Focus Partners Wealth, LLC with two years of industry experience. He holds a Series 65 designation and has worked previously at Buckingham Strategic Wealth, LLC and in real estate sales with RE/MAX Integrity. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial planning, and advisory services. The firm’s investment approach combines active and passive strategies within an enhanced open architecture framework, integrating fundamental and quantitative analysis along with specialized portfolio tools.

Robert Cecil is a CFP® with 15 years of industry experience, currently with Focus Partners Wealth, LLC since 2025. His prior roles include six years at Churchill Management Group and three years at TIAA-CREF. Focus Partners Wealth, LLC 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 that combines active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Lucas Kulma is a CFP® and CFA® credentialed advisor at Focus Partners Wealth, LLC with nine years of industry experience. His prior roles include positions at The Colony Group, HoyleCohen, Moneta Group Investment Advisors, LLC, Kayne Anderson Rudnick Investment Management, LLC, and LourdMurray. Focus Partners 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 that integrates active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Gregory Camperos is a CFP® with six years of industry experience, currently affiliated with Focus Partners Wealth, LLC. He previously worked at Bordeaux Wealth Advisors for several years and has held roles outside of advisory firms, including positions at O-G Packing Company and Pepperdine University Career Center. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with comprehensive wealth management 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.

Rebecca Verr is an advisor at Focus Partners Wealth, LLC with six years of industry experience. She holds Series 63 and Series 66 licenses and has worked at several firms including Charles Schwab and Interocean Capital Group. Focus Partners serves individuals, high-net-worth families, family offices, corporate, and institutional clients with a variety 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 managers, and private funds within an enhanced open architecture framework.

Jeffrey Palleschi is a CFP® professional with nine years of experience in financial advising. He is currently with Focus Partners Wealth, LLC and has previously worked at The Colony Group, Buckingham Strategic Wealth, LifePlan Financial Advisory Group, Baron Wealth Management, and Plante Moran Financial Advisors. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, advisory services, and retirement plan consulting. 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.

Ian Barclay is a financial advisor at Focus Partners Wealth, LLC with 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 worked for 9 years. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with a range of wealth management and advisory services. The firm’s investment approach combines active and passive strategies within an enhanced open architecture framework, utilizing fundamental and quantitative analysis alongside tools such as trend-following and options overlay strategies.

Matthew Foster is a CFP® professional at Focus Partners Wealth, LLC with four years of industry experience. He has worked previously at The Colony Group, LLC, Geller Advisors, LLC, and Bessemer Trust. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with a range of wealth management and advisory services. The firm emphasizes 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.

Corey Altman is a CFP®, PFS™, and Series 65 credentialed advisor with 13 years of industry experience. He currently works at Focus Partners Wealth, LLC and has held positions at The Colony Group, Buckingham Asset Management, Arnett Carbis Toothman LLP, A&F Financial Advisors LLC, and OPIS Asset Management LLC. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial and tax planning, and retirement plan consulting. The firm uses an investment approach that combines active and passive strategies within an enhanced open architecture framework, incorporating fundamental and quantitative analysis along with specialized tools such as trend-following and options overlay strategies.

Unifia Choi is a Series 65 licensed financial advisor at Focus Partners Wealth, LLC with two years of industry experience. She previously worked at Bordeaux Wealth Advisors and has experience in both education and community organizations, including the University of Washington and the YMCA of Greater Seattle. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with comprehensive wealth management and advisory services. The firm’s investment approach combines active and passive strategies under an open architecture framework, utilizing both fundamental and quantitative analysis alongside specialized tools such as trend-following and options overlay strategies.

Brian Howles is a CFP®, CFA®, and Series 65-licensed advisor with 18 years of industry experience. He is currently with Focus Partners Wealth, LLC, joining in 2024 after 16 years at Flagship Capital Management and a brief tenure at GYL Financial Synergies. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and corporate and institutional clients with a range of wealth management and advisory services. The firm employs an investment approach that combines active and passive strategies within an enhanced open architecture framework, emphasizing long-term, tax- and fee-sensitive portfolio construction.

Daryl Patten is a financial advisor with Focus Partners Wealth, LLC, holding Series 63, Series 65, and Series 66 designations and 19 years of industry experience. He has previously worked at Kovitz Investment Group Partners, LLC and Fort Pitt Capital Group LLC. 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.

Jennifer Lee is a CFP® and CFA® charterholder with nine years of industry experience. She has worked at Focus Partners Wealth, LLC since 2025, following six years at Merriman Wealth Management, LLC, and prior roles at Avier Wealth Advisors and Edward Jones. Focus Partners Wealth, LLC serves individuals, families, family offices, and institutional clients with comprehensive wealth management, financial planning, and retirement consulting 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.

Iman Farimani is a Series 65 licensed advisor with Focus Partners Wealth, LLC and has four years of industry experience. Prior to joining Focus Partners Wealth in 2024, Farimani worked at GW & Wade, LLC for three years and has held positions in both legal and academic settings, including with several law firms and Northeastern University. Focus Partners Wealth 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 that integrates active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Cay Prescott is a ChFC® credentialed financial advisor with one year of industry experience. He is currently with Focus Partners Wealth, LLC and previously worked at Lincoln Financial and M2M Partners. 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.

Mackenzie Nelson is a CFP® with seven years of industry experience, currently affiliated with Focus Partners Wealth, LLC. Prior to joining Focus Partners, Nelson worked at The Colony Group, LLC and spent several years at Northwestern Mutual in various roles. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients, offering 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.

Randall Crimmings is a CFP®-certified financial advisor with 22 years of industry experience. He currently works with Focus Partners Wealth, LLC and has previously been affiliated with The Colony Group, Buckingham Strategic Wealth, Clintsman Financial Planning, and Fidelity. Focus Partners serves individuals, high-net-worth families, family offices, corporate, and institutional clients with comprehensive wealth management, employing a long-term, tax- and fee-sensitive investment approach that integrates active and passive strategies, third-party managers, and private funds.

Keith Barr is a CFP®, ChFC®, and holds a Series 63 license with 16 years of industry experience. He currently works at The Colony Group, LLC and previously spent 19 years at Lifeplan Financial Advisory Group, LLC, followed by a year at Buckingham Strategic Wealth, LLC. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach combining active and passive strategies, third-party managers, and private funds, while offering access to a range of financial planning, retirement plan consulting, and business management services.

Jay Bowen is a CFP® and holds a Series 65 license with seven years of industry experience. He has worked at Focus Partners Wealth, LLC since 2024 and previously spent six years at Gratus Capital, LLC and two years at Turnkey Planning Solutions. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with 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 through an enhanced open architecture framework.

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. His prior roles include work at Craft Beer NY and Villanova University. Focus Partners serves a diverse clientele including individuals, high-net-worth families, family offices, and institutional clients, providing wealth management, financial planning, and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach through an enhanced open architecture framework combining active, passive, and private fund strategies.