Sean Mcginn is a financial advisor at Focus Partners Wealth, LLC with seven years of industry experience. He holds the Series 65 and Series 63 licenses and previously worked at Buckingham Strategic Wealth, LLC, Raymond James Financial Services, Inc., and Rockwood Wealth Management, among others. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, corporate, retirement plan, and institutional clients. The firm offers investment management, financial counseling, family office services, and various fiduciary and sub-advisory solutions, employing a long-term, tax- and fee-sensitive investment approach with a broad array of strategies and affiliated service companies.

Matthew Villers is a CFP® professional with five years of industry experience, currently with Focus Partners Wealth, LLC. His work history includes roles at Kovitz Investment Group Partners LLC and Fidelity Investments. 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, and more. The firm’s investment approach emphasizes a long-term, tax- and fee-sensitive strategy that integrates fundamental and quantitative analysis along with third-party managers and alternative strategies.

Karen Baer is a financial advisor at Focus Partners Wealth, LLC with 28 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at The Colony Group, LLC and Bridgewater Wealth & Financial Management, LLC. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, corporate and institutional clients, offering a range of wealth management, financial counseling, tax and business management, and sub-advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach utilizing enhanced open architecture and integrates reporting across managed and held-away assets.

Ryan Kellis is a financial advisor at Focus Partners Wealth, LLC with two years of industry experience. He previously worked at Bank of America and Merrill. Kellis also spent several years at LeafFilter and held a position at the University of Missouri - St. Louis. Focus Partners Wealth serves a diverse client base, including individual, high-net-worth, family office, corporate, retirement plan, and institutional clients. The firm employs a long-term, tax- and fee-sensitive investment strategy using a combination of fundamental and quantitative analysis and offers a broad range of wealth management and advisory services.

Emily Allen is a CFP® and holds a Series 66 license with 13 years of industry experience. She is currently an advisor at Focus Partners Wealth, LLC, having joined the firm in 2024 after nine years at Buckingham Asset Management, 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 investment approach that emphasizes tax- and fee-sensitivity within an enhanced open architecture framework, combining active and passive strategies along with various specialized offerings.

Stephen Sadler is a financial advisor with Focus Partners Wealth, LLC based in St. Louis, MO. He holds a Series 63 designation and has 31 years of industry experience. He has worked at The Colony Group LLC since 1987. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, retirement plans, institutions, and businesses, employing a long-term investment approach that integrates active and passive strategies within an enhanced open architecture framework.

Robert Hochkins is a financial advisor at NorthCoast Asset Management LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Telemus Capital LLC, Kovitz Investment Group Partners, LLC, and Focus Partners Wealth, LLC. NorthCoast Asset Management provides investment advisory services to a diverse client base including individuals, retirement plans, corporations, and charitable organizations. The firm employs a quantitative and systematic investment approach using proprietary models and risk management techniques across a wide range of strategies.

Christine Suozzi is a CFP®-designated financial advisor with nine years of industry experience. She is currently with Focus Partners Wealth, LLC and has previously worked at The Colony Group, Atlas Private Wealth Management, Capital Financial Services, and The Ayco Company/Mercer Allied. 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 integrates active and passive strategies within an enhanced open architecture framework.

Christopher Holton is a CFP® with 15 years of industry experience, currently serving at Focus Partners Wealth, LLC since 2015. He holds a Series 66 license and is based in Boston, MA. 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 along with various private and registered funds.

Brian Pirri is a CFP® with 18 years of experience and is currently with Focus Partners Wealth, LLC. His prior roles include positions at The Colony Group, Connectus Wealth Advisers, NEIRG Wealth Management, Purshe Kaplan Sterling Investments, and New England Investment & Retirement Group. He is also principal of Business Succession Advisers, LLC, where he provides strategic planning for business exit plans. Focus Partners Wealth, LLC offers wealth advisory and investment management services to individuals, families, retirement plans, institutions, and businesses. The firm’s long-term investment approach incorporates tax- and fee-sensitivity within an enhanced open architecture framework, combining active and passive strategies along with private and registered funds.

Michael Garrison is a CFP® and CFA® with eight years of industry experience. He is currently with NorthCoast Asset Management LLC and has previously worked at Focus Partner Wealth, Kovitz Investment Group Partners, Strategic Wealth Partners, and BMO Harris Bank NA. NorthCoast Asset Management provides investment advisory services to a diverse client base, including individuals, retirement plans, corporations, and charitable organizations. The firm employs a quantitative and systematic investment approach using proprietary models and manages portfolios across a wide range of strategies, including alternatives and private investment funds.

Cory Phillips is a CFP® with 10 years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at Kovitz Investment Group Partners, Fort Pitt Capital Group, and Edward Jones. Focus Partners Wealth serves individual, high-net-worth, family office, corporate, retirement plan, 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 integrates fundamental and quantitative analysis and utilizes a broad set of investment strategies across managed and held-away assets.

Lori Lustberg is a CFP® professional with six years of experience in financial advising. She is currently with Focus Partners Wealth, LLC and has prior experience at firms including Pathway Financial Advisors, LLC and Gallagher, Flynn Financial Advisors. Outside of her advisory roles, she operated Lori Lustberg LLC and Lori Lustberg, Esq. 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 using a combination of active and passive strategies within an enhanced open architecture framework.

Ismar Zildzic is a financial advisor at Focus Partners Wealth, LLC with eight years of industry experience. He holds the Series 65 designation and has worked previously at The Colony Group, LLC and HoyleCohen 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 investment approach emphasizing tax- and fee-sensitivity within an enhanced open architecture framework that combines active and passive strategies across various investment vehicles.

Mark Derby is a financial advisor at Focus Partners Wealth, LLC with 22 years of industry experience. He worked at Derby And Company Inc. for 32 years before joining The Colony Group, LLC in 2021. 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 combines active and passive strategies within a tax- and fee-sensitive framework and offers a broad range of financial and fiduciary services.

Andrew D'aprile is a CFA® charterholder based in Chicago, IL, currently with Focus Partners Wealth, LLC. He has held roles at InterOcean Capital and Deloitte Tax and has industry experience beginning in 2021. Focus Partners Wealth serves a diverse client base including individual, high-net-worth, family office, corporate, retirement plan, and institutional clients. The firm employs a tax- and fee-sensitive investment approach utilizing fundamental and quantitative analysis and offers a broad range of wealth management, fiduciary, and advisory services.

Aaron Cohen is a financial advisor with Focus Partners Wealth, LLC in New York, NY, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He previously worked at Financial Partners Capital Management, Inc. for over three decades before joining GYL Financial Synergies, LLC and The Colony Group, LLC. Focus Partners Wealth, LLC offers wealth advisory and investment management services to individuals, families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term investment approach emphasizing tax- and fee-sensitivity within an enhanced open architecture framework that integrates active and passive strategies, separate account managers, private funds, mutual funds, and ETFs.

Sandra Knecht is a CFA® charterholder with 22 years of industry experience, currently serving as a financial advisor at Focus Partners Wealth, LLC. Her prior roles include positions at Kovitz Investment Group Partners, Transform Wealth, The Milestone Group, and CoBiz Wealth. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, corporate, retirement plan, and institutional clients. The firm employs a long-term, tax- and fee-sensitive investment approach using enhanced open architecture that integrates fundamental and quantitative analysis alongside third-party managers and alternative strategies.

John Clark is a CFP® and CFA® charterholder with 18 years of industry experience. He has been with The Colony Group, LLC since 2013. Clark serves on the board of directors for the CFA Society of Naples, where he helps plan events and oversee the organization’s finances. 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 emphasizes tax- and fee-sensitivity and combines active and passive strategies within an enhanced open architecture framework.

Michael Carlin is a financial advisor with Focus Partners Wealth, LLC, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. His prior roles include positions at The Colony Group, InterOcean Capital Group, M. S. HOWELLS & Co., Independent Financial Group, and Henry+Horne Wealth Management LLC. Outside of advisory work, he serves as a director for a renewable energy company and sits on the board of a chiropractic practice. 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, combining active and passive strategies alongside various distinct investment programs.