Cory Rappaport is a Series 66-licensed financial advisor with seven years of industry experience. He is currently with Focus Partners Wealth, LLC and has held positions at Kovitz Investment Group Partners, Strategic Wealth Partners, and Morgan Stanley among others. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, family offices, corporations, retirement plans, and institutional investors. The firm employs a long-term, tax- and fee-sensitive investment strategy utilizing a combination of fundamental and quantitative analysis, consultant-derived capital market assumptions, and third-party separate account managers, offering a wide range of investment and wealth management services.

Toby Potterton is a financial advisor at Focus Partners Wealth, LLC with 10 years of industry experience. He holds a Series 65 designation and previously worked at Atlas Private Wealth Management, LLC for eight years. Outside of his advisory role, he occasionally assists with real estate sales on a consultative basis. 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 and offers a range of specialized investment products and services.

Timothy Wochok is a CFP® professional with 19 years of experience in the financial advisory industry. He is currently with Focus Partners Wealth, LLC and has held prior roles at The Colony Group, Buckingham Asset Management, and several firms affiliated with Loring Ward. 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 across various investment vehicles.

Justin Dime is a CFP® and ChFC® with six years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at Bordeaux Wealth Advisors, Bank of America, Merrill, and served in the United States Army Washington Army National Guard. 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 an enhanced open architecture framework and offers a range of specialized services including portfolio management, financial counseling, and fiduciary consulting.

John Routhier is a financial advisor with Focus Partners Wealth, LLC, holding a Series 66 designation and 14 years of industry experience. His prior roles include positions at The Colony Group, Connectus Wealth Advisers, Hemenway Trust Company, and several other firms. 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 using a combination of active and passive strategies within an enhanced open architecture framework.

Scot Colgrove is a CFP® professional with 15 years of industry experience, currently serving as an advisor at Focus Partners Wealth, LLC since 2024. Prior to this, he spent 17 years at Buckingham Asset Management, LLC. Focus Partners Wealth, LLC provides wealth advisory and investment management services to a diverse client base, including individuals, high-net-worth families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term investment approach with an emphasis on tax- and fee-sensitivity, combining active and passive strategies within an enhanced open architecture framework.

Andrew Cook is a financial advisor with Focus Partners Wealth, LLC in Nashville, TN. He holds a Series 65 designation and has three years of industry experience. His prior work includes roles at The Colony Group, LLC, InterOcean Capital Group LLC, and Marsh Cook Investment Group. 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 an enhanced open architecture framework and offers a broad range of financial and fiduciary services.

Daniel Mcdonald is a CFP® professional with 20 years of industry experience. He has been with The Colony Group, LLC since 2000. He is affiliated with Focus Partners Wealth, LLC, a firm that provides wealth advisory and investment management services to individuals, families, institutions, and businesses. Focus Partners employs a long-term investment approach that combines active and passive strategies within a tax- and fee-sensitive framework.

Kevin Stillman is a Series 65-licensed advisor at Focus Partners Wealth, LLC with three years of industry experience. He previously worked at Sanctuary Advisors, LLC, Evernest Financial Advisors, and Orion. 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 using enhanced open architecture and manages both discretionary and nondiscretionary accounts alongside affiliated service companies and specialized investment opportunities.

Roger Rowe is a CFP® professional with 27 years of industry experience. He is currently with Focus Partners Wealth, LLC and has held roles at The Colony Group, Buckingham Strategic Wealth, Foreside Financial Services, Loring Ward Securities, and UBS Financial Services. 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, separate account managers, private funds, mutual funds, and ETFs.

Mariano Lopez is a financial advisor at NorthCoast Asset Management LLC with 14 years of industry experience. He holds a Series 66 designation and has worked at firms including Focus Partners Wealth, Kovitz Investment Group Partners, Fort Pitt Capital Group, Citizens Securities Inc., and PNC Investments. NorthCoast Asset Management provides investment advisory services to individuals, retirement plans, corporations, and charitable organizations. The firm employs a quantitative and systematic investment approach with proprietary models and risk management techniques, offering a wide range of portfolio management strategies including alternatives and private investment vehicles.

Jason Hemsley is a CFP® and Series 65 credentialed advisor with seven years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at Gratus Capital, Wells Fargo Clearing Services, Wells Fargo Bank, and BB&T. Outside of his advisory work, he is a part owner of Whispers of Winder, LLC, a business that facilitates historic walking tours in Winder, Georgia. Focus Partners Wealth serves a diverse client base, including individuals, high-net-worth clients, family offices, and institutional investors. The firm employs a long-term, tax- and fee-sensitive investment approach using enhanced open architecture, combining fundamental and quantitative analysis with a broad range of investment options and affiliated service offerings.

Thomas Munoz is a financial advisor at Focus Partners Wealth, LLC with seven years of industry experience. He previously worked at Kovitz Investment Group Partners, LLC and Telemus Capital, LLC. 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 services. The firm employs a long-term, tax- and fee-sensitive investment approach with a large platform that integrates fundamental and quantitative analysis, multiple asset classes, and affiliated service companies.

Kevin Tremor is a financial advisor with Focus Partners Wealth, LLC and holds Series 63 and Series 65 licenses. He has 19 years of industry experience, including previous roles at Morgan Stanley, Briggs Advisory Group, and Buckingham Strategic Wealth. Outside of his advisory work, he co-owns a travel booking business serving family and friends. 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 that integrates active and passive strategies within an enhanced open architecture framework.

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 at Steinberg Global Asset Management. 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 across multiple asset types.

April Schultz is a CFP® professional with two years of industry experience. She is currently affiliated with Focus Partners Wealth, LLC. Her prior roles include positions at The Colony Group, LLC, HoyleCohen Wealth Management, LLC, CPA Financial Group, Inc., and NB Private Capital, LLC. 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 that integrates fundamental and quantitative analysis alongside third-party managers and alternative strategies.

Walter Flynn is a financial advisor with Focus Partners Wealth, LLC, holding Series 63 and Series 65 credentials and bringing 11 years of industry experience. He has worked at Churchill Management Group since 2007 and joined Focus Partners Wealth in 2025. Focus Partners Wealth, LLC provides wealth advisory and investment management services to a diverse client base including 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.

Quinn Martin is a CFP® professional with eight years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at Kovitz Investment Group Partners, Relative Value Partners, Brownson, Rehmus & Foxworth, Inc., and Raymond James Financial Services. Focus Partners Wealth serves a diverse range of clients 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 utilizing enhanced open architecture, combining fundamental and quantitative analysis with third-party managers, and offers a broad platform of wealth management and advisory services.

Kollin Allard is a CFP® with 11 years of industry experience, currently serving at The Colony Group, LLC. He previously worked at Atlas Private Wealth Management, LLC, with tenure spanning from 2015 to 2024. Focus Partners Wealth, LLC 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 that integrates fundamental and quantitative analysis with a range of investment strategies and offers both discretionary and nondiscretionary advice across managed and held-away assets.

Matthew Mulhearn is a financial advisor at Focus Partners Wealth, LLC with a Series 65 designation and one year of industry experience. Prior to joining Focus Partners Wealth, he held roles at Focus Partners Advisor Solutions, Buckingham Strategic Partners, and several minor league baseball organizations. 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, utilizing a long-term, tax- and fee-sensitive investment approach with a combination of fundamental and quantitative analysis, third-party managers, and alternative strategies.