Donald Rochleau II is a CFP® professional with 11 years of industry experience, currently serving at Focus Partners Wealth, LLC since 2024. He previously worked at Buckingham Strategic Wealth, LLC for nine years and Bam Management, LLC for two years. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, family offices, corporations, retirement plans, and institutional clients. The firm employs a long-term, tax- and fee-sensitive investment approach using enhanced open architecture that combines fundamental and quantitative analysis, third-party managers, and various investment strategies across multiple asset classes.

Arash Katirai is a CFP® professional with 10 years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at Buckingham Strategic Wealth, Woodbury Financial Services, and Capital One Advisors. 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.

Joshua Hunter is a CFP® professional with 13 years of industry experience, currently serving at Focus Partners Wealth, LLC since 2024. He previously worked at Gratus Capital, LLC, Wells Fargo Clearing, and Wells Fargo Advisors, LLC. Hunter holds Series 63, 65, and 66 licenses and is based in Atlanta, GA. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, family offices, corporate and institutional clients. The firm employs a long-term, tax- and fee-sensitive investment approach utilizing enhanced open architecture that integrates fundamental and quantitative analysis, capital market assumptions, and third-party managers across a range of asset classes.

Mark Winland is a CFP® with 19 years of industry experience. He is currently with Focus Partners Wealth, LLC and has worked at Buckingham Asset Management, LLC since 2010. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth clients, family offices, and institutions. The firm employs a long-term, tax- and fee-sensitive investment approach using enhanced open architecture, integrating fundamental and quantitative analysis alongside third-party managers and alternative strategies.

Nicolas Santos is a financial advisor with Focus Partners Wealth, LLC in West Hartford, CT, holding a Series 65 designation and two years of industry experience. His prior roles include positions at The Colony Group, LLC and GYL Financial Synergies, as well as involvement with the University of Connecticut Foundation and entrepreneurial experience with Brothers Associates Landscaping and Masonry 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, retirement plan, and sub-advisory services. The firm employs a tax- and fee-sensitive investment approach with portfolios that may include public equities, fixed income, alternative investments, and overlay strategies, supported by an extensive network of affiliated service companies and product relationships.

Chiara Renninger is a CFP® professional with 22 years of industry experience, currently serving at Focus Partners Wealth, LLC since 2024. Prior to this, she worked at Bam Management, LLC and Buckingham Strategic Wealth, LLC for eight years. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth clients, family offices, corporations, retirement plans, and institutions. The firm employs a long-term, tax- and fee-sensitive investment approach that combines fundamental and quantitative analysis with a wide range of investment strategies, offering both discretionary and nondiscretionary advice across managed and held-away assets.

Cindy Mcghee is a financial advisor with Focus Partners Wealth, LLC, holding the PFS™ designation and Series 66 license, with 21 years of industry experience. Her prior work includes roles at The Colony Group, Buckingham Strategic Wealth, Arnett Carbis Toothman Wealth Advisors, and A&F Insurance Advisors. 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 utilizing enhanced open architecture and a variety of portfolio strategies, supported by an extensive network of affiliated service companies and product relationships.

Michael Ball is a CFP® professional with eight years of industry experience, currently serving at Focus Partners Wealth, LLC since 2026. He previously worked at Moneta Group for eight years and at Robert Half for five years. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, family offices, corporate and institutional clients. The firm employs a long-term, tax- and fee-sensitive investment approach using enhanced open architecture, combining fundamental and quantitative analysis along with third-party managers, and provides integrated wealth services and fiduciary solutions.

Mark Rosland is a financial advisor at Focus Partners Wealth, LLC with 25 years of industry experience. He holds the Series 66 designation and has worked previously at Kovitz Securities, LLC, Kovitz Investment Group Partners, LLC, and Foreside Financial Services, 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, tax- and fee-sensitive investment approach within an enhanced open architecture framework that integrates active and passive strategies across multiple asset types.

Santo Liberto is a financial advisor at NorthCoast Asset Management LLC with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Fort Pitt Capital Group LLC and Kovitz Investment Group Partners, LLC. NorthCoast Asset Management provides investment advisory services to individuals, retirement plans, corporations, and charitable organizations. The firm employs a quantitative and systematic investment approach, managing portfolios across a wide range of strategies including equity, income, alternatives, and private investment vehicles.

Ashley Seubert is a CFP® with 17 years of industry experience, currently serving at Focus Partners Wealth, LLC since 2026. Prior to this, she worked at Kovitz Investment Group Partners, LLC and Strategic Wealth Partners Group 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, tax- and fee-sensitive investment approach within an enhanced open architecture framework that combines active and passive strategies, private funds, and ETFs.

Dominic Morello is a financial advisor at Focus Partners Wealth, LLC with a Series 65 designation and one year of industry experience. He previously held roles at Kovitz Investment Group Partners, Bussa Financial, and Jackson Insurance. Morello was also the CEO and owner of Suburban Softwash LLC, a non-investment-related business, from April to September 2023. 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 and offers a broad range of financial services including portfolio management, fiduciary consulting, and tax compliance.

Douglas Rogers is a financial advisor at Focus Partners Wealth, LLC with 19 years of industry experience. He holds a Series 65 designation and has worked previously at Sonora Investment Management and Sonora Investment Management Group. 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 across multiple asset types.

Jerrold Grecu is a financial advisor at Focus Partners Wealth, LLC with 24 years of industry experience. He holds the CFP®, CFA®, and Series 63 designations. His prior experience includes roles at The Colony Group, LLC, Bam Management, LLC, Buckingham Strategic Wealth, LLC, and Grecu Capital Management 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, tax- and fee-sensitive investment approach that integrates active and passive strategies within an enhanced open architecture framework.

Lowell Parker is a CFP® with 18 years of industry experience, currently serving as an advisor at Focus Partners Wealth, LLC since 2025. He spent 15 years at Merriman prior to joining Focus Partners. 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 using enhanced open architecture and integrates a wide range of investment strategies and affiliated service relationships.

Witta Payackapan is a financial advisor at Focus Partners Wealth, LLC with 22 years of industry experience and holds the Series 66 designation. Prior to joining Focus Partners in 2025, he worked at Sonora Investment Management Group, E*TRADE Capital Management, Bank of America, Merrill, and Morgan Stanley. He serves on the board of Asian Corporate and Entrepreneur Leaders, a nonprofit organization focused on elevating the Asian community in Arizona. 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, including firm-affiliated private and registered funds and distinct strategies such as an Options Income Overlay and a trend-following sleeve.

Douglas Mcculley is a CFP® professional with 21 years of experience in the financial advisory industry. He is currently with Focus Partners Wealth, LLC and has previously worked at The Colony Group, LLC and 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, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Mitchell Kovitz is a financial advisor at NorthCoast Asset Management LLC with 36 years of industry experience. He holds a Series 63 designation and has worked previously at Kovitz Securities, LLC and Kovitz Investment Group Partners, LLC. Outside of his advisory role, he serves as Chairman and head of the Investment Committee for Chicago Capital Partners Management, LLC, and is President of the Paul Armin Family Foundation, a private foundation that funds charitable organizations. NorthCoast Asset Management provides investment advisory services to individuals, retirement plans, corporations, and charitable organizations. The firm employs a quantitative and systematic investment approach using proprietary models and manages portfolios across a variety of strategies including equity, income, alternatives, and private equity.

Jack Moore 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; Buckingham Strategic Wealth, LLC; Watkins, Ward, and Stafford; and Northwestern Mutual. Moore has also been involved in education roles at Mississippi State University and Northwest Rankin High School. Focus Partners Wealth serves individual, high-net-worth, family office, corporate, retirement plan, and institutional clients, offering a range of wealth management services. The firm employs a long-term, tax- and fee-sensitive investment approach using enhanced open architecture, combining fundamental and quantitative analysis with third-party managers and specialized investment strategies.

Justin Reed is a financial advisor with Focus Partners Wealth, LLC in Houston, TX, holding a Series 66 designation and four years of industry experience. He previously worked at Equitable Advisors, LLC for three years and has been involved with the Lambda Chi Alpha Educational Foundation. 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 approach using enhanced open architecture, combining fundamental and quantitative analysis, and integrates a broad range of investment strategies and affiliated service offerings.