Mitchell Kovitz is a financial advisor at Focus Partners Wealth, LLC with 37 years of industry experience. He holds a Series 63 designation and has worked at firms including Rothschild Investment LLC and Kovitz Securities, LLC. Kovitz is also chairman and head of the investment committee at Chicago Capital Partners Management, a perpetual private equity fund, and serves as president of the Paul Armin Family Foundation. Focus Partners Wealth serves individuals, high-net-worth families, family offices, corporate, and institutional clients with wealth management, financial planning, and advisory services. The firm uses a long-term, tax- and fee-sensitive investment approach combining active and passive strategies within an enhanced open architecture framework.

Jack Moore is a financial advisor at Focus Partners Wealth, LLC with a Series 65 designation and three years of industry experience. His prior roles include positions at The Colony Group, Buckingham Strategic Wealth, Watkins, Ward, and Stafford, and Northwestern Mutual. He has also worked outside financial services, including at Smart Scapes and in educational roles at Mississippi State University and Northwest Rankin High School. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with a wide 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, third-party managers, and private funds, alongside specialized tools and legacy strategies from multiple mergers.

Justin Reed is a financial advisor at Focus Partners Wealth, LLC in Houston, TX, holding a Series 66 designation with four years of industry experience. Prior to joining Focus Partners Wealth in 2025, he worked for Equitable Advisors, LLC for three years and was involved with the Lambda Chi Alpha Educational Foundation from 2019 to 2022. Focus Partners Wealth 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 using a blend of active and passive strategies, third-party managers, and private funds.

Cory Rappaport is a financial advisor at Focus Partners Wealth, LLC with seven years of industry experience. He holds the Series 66 designation and has worked previously at Kovitz Investment Group Partners, Strategic Wealth Partners, Morgan Stanley, and RSM US LLP. Focus Partners serves individuals, high-net-worth families, family offices, corporate, and institutional clients with wealth management, tax planning, retirement consulting, and access to private and registered pooled investment vehicles. The firm employs a long-term, tax- and fee-sensitive approach that combines active and passive strategies under an enhanced open architecture framework.

Toby Potterton is a Series 65-credentialed advisor at Focus Partners Wealth, LLC with 11 years of industry experience. Prior to joining Focus Partners Wealth in 2024, he worked at Atlas Private Wealth Management, LLC from 2015 to 2024. Outside of his advisory role, he has occasionally assisted with real estate sales on a consultative basis as an independent contractor. 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 combines active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Timothy Wochok is a CFP® professional with 20 years of industry experience currently affiliated with Focus Partners Wealth, LLC. His prior roles include tenures at The Colony Group, LLC and Buckingham Asset Management, LLC, among others. Focus Partners Wealth, LLC 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 blends active and passive strategies within an enhanced open architecture framework.

Justin Dime is a CFP® and ChFC® with six years of industry experience, currently serving at Focus Partners Wealth, LLC. He previously worked at Bordeaux Wealth Advisors, Bank of America, Merrill, and has military experience with the United States Army Washington Army National Guard. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients, providing 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 within an enhanced open architecture framework.

John Routhier is a financial advisor at Focus Partners Wealth, LLC with 15 years of industry experience. He holds a Series 66 designation and has worked at firms including The Colony Group, Connectus Wealth Advisers, and Hemenway Trust Company. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with 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 various portfolio tools.

Scot Colgrove is a Certified Financial Planner (CFP®) with 16 years of experience in the financial services industry. He is currently with Focus Partners Wealth, LLC, where he has worked since 2024, following a 17-year tenure at Buckingham Asset Management, LLC. Focus Partners Wealth serves individuals, high-net-worth families, family offices, corporate, and institutional clients with wealth management and advisory services. The firm’s investment approach blends active and passive strategies within an enhanced open architecture framework, emphasizing long-term, tax- and fee-sensitive portfolio construction.

Andrew Cook is a financial advisor at Focus Partners Wealth, LLC in Nashville, TN, holding a Series 65 credential with three years of industry experience. His prior roles include positions at The Colony Group, LLC and InterOcean Capital Group LLC, as well as a five-year tenure at the University of Iowa. Focus Partners serves individuals, high-net-worth families, family offices, 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.

Daniel Mcdonald is a CFP® professional with 20 years of experience in the financial advisory industry. He worked at The Colony Group, LLC for 11 years before joining Focus Partners Wealth, LLC. Focus Partners serves individuals, high-net-worth families, family offices, corporate, and institutional clients with wealth management and advisory 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.

Kevin Stillman is a Series 65-licensed financial advisor with Focus Partners Wealth, LLC in Omaha, NE, bringing three years of industry experience. He previously worked at Sanctuary Advisors, LLC and Evernest Financial Advisors, and spent five years at Orion prior to that. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial planning, and retirement plan 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.

Roger Rowe is a CFP® professional with 27 years of experience in financial advisory. He is currently with Focus Partners Wealth, LLC and has held prior roles at The Colony Group, Buckingham Strategic Wealth, UBS Financial Services, Barclays Capital, and other firms. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, family offices, and institutional clients, offering comprehensive wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach using a blend of active and passive strategies within an enhanced open architecture framework.

Mariano Lopez is a financial advisor at Focus Partners Wealth, LLC with 15 years of industry experience and holds a Series 66 designation. His prior roles include positions at Kovitz Investment Group Partners, Fort Pitt Capital Group, Citizens Securities Inc., and PNC Wealth Management. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients, offering a range of wealth management and advisory services. The firm’s investment approach emphasizes long-term, tax- and fee-sensitive portfolio construction through an enhanced open architecture framework that combines active and passive strategies, third-party managers, and private funds.

Jason Hemsley is a CFP® with seven years of industry experience, currently serving as a financial advisor at Focus Partners Wealth, LLC. He previously worked at Gratus Capital, Wells Fargo Clearing Services, Wells Fargo Bank, BB&T, and BB&T Asset Management. Outside of finance, he is a part owner of Whispers of Winder, LLC, a business that offers historic walking tours in Winder, Georgia. Focus Partners Wealth 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 that combines active and passive strategies within an enhanced open architecture framework.

Thomas Munoz is a financial advisor at Focus Partners Wealth, LLC with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Kovitz Investment Group Partners, LLC and Telemus Capital, LLC among other firms. Munoz has also been involved with Annual Giving at Central Michigan University. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients by providing wealth management, financial and tax planning, retirement plan consulting, and access to private and registered pooled investment vehicles. The firm employs an enhanced open architecture investment approach that combines active and passive strategies along with fundamental and quantitative analysis.

Kevin Tremor is a financial advisor at Focus Partners Wealth, LLC with 19 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley, Briggs Advisory Group, Inc., and Buckingham Strategic Wealth, LLC. Outside of his advisory role, he co-owns Ocean State of Mind Travel, a travel booking business for family and friends. Focus Partners 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, emphasizing long-term, tax- and fee-sensitive portfolio construction.

John Schott is a financial advisor at Focus Partners Wealth, LLC with 21 years of industry experience. He has worked at The Colony Group, LLC since 2019 and previously spent 25 years with Steinberg Global Asset Management. 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 emphasizes long-term, tax- and fee-sensitive portfolio construction using a blend of active and passive strategies within an enhanced open architecture framework.

April Schultz is a CFP® professional at Focus Partners Wealth, LLC with two years of industry experience. She has previously worked at The Colony Group, LLC and HoyleCohen Wealth Management, LLC. Focus Partners serves a broad range of clients including individuals, high-net-worth families, family offices, and institutional clients with services such as investment management, financial and tax planning, and retirement plan consulting. The firm employs a long-term, tax- and fee-sensitive investment approach combining active and passive strategies alongside private funds and third-party managers.

Walter Flynn is a financial advisor with Focus Partners Wealth, LLC in Eagan, MN, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He previously worked at Churchill Management Group for 18 years before joining Focus Partners Wealth in 2025. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients, offering wealth management, financial and tax planning, and retirement plan consulting. 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.