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Kieran F

Series 65

St. Louis, MO

Focus Partners Wealth, LLC

Kieran Favazza is a financial advisor at Focus Partners Wealth, LLC with a Series 65 credential and one year of industry experience. His prior roles include positions at Focus Partners Advisor Solutions, Midtown Mercantile LLC, and Saint Louis University, as well as involvement with Favazza's, Inc. from 2022 to 2025. 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 employs a long-term, tax- and fee-sensitive investment approach using a combination of active and passive strategies, third-party managers, and private funds under an enhanced open architecture framework.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business sale tax planning Dentist Founder/Business Owner Executive Retired Established Professionals Approaching retirement Values-based investing
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Quinn M

CFP®, Series 63, Series 65

Chicago, IL

Focus Partners Wealth, LLC

Quinn Martin is a CFP® with eight years of industry experience, currently serving as a financial advisor at Focus Partners Wealth, LLC since 2026. His prior roles include positions at Kovitz Investment Group Partners, Relative Value Partners, and Raymond James Financial Services. 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 within an enhanced open architecture framework, utilizing fundamental and quantitative analysis alongside specialized tools such as trend-following and options overlay strategies.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business sale tax planning Dentist Founder/Business Owner Executive Retired Established Professionals Approaching retirement Values-based investing
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Kollin A

CFP®, Series 65

Lanesborough, MA

Focus Partners Wealth, LLC

Kollin Allard is a CFP® and holds a Series 65 license with 11 years of industry experience. He is currently with Focus Partners Wealth, LLC and has prior experience at The Colony Group, LLC and Atlas Private Wealth Management, LLC. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients, offering a broad range of wealth management and advisory services. The firm’s investment approach combines long-term, tax- and fee-sensitive portfolio construction with a blend of active and passive strategies, third-party managers, and private funds under an enhanced open architecture framework.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business sale tax planning Dentist Founder/Business Owner Executive Retired Established Professionals Approaching retirement Values-based investing
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Matthew M

Series 65

St. Louis, MO

Focus Partners Wealth, LLC

Matthew Mulhearn is a financial advisor at Focus Partners Wealth, LLC, holding a Series 65 designation with one year of industry experience. His background includes roles at Focus Partners Advisor Solutions, Buckingham Strategic Partners, and several minor league baseball teams along with Webster 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.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business sale tax planning Dentist Founder/Business Owner Executive Retired Established Professionals Approaching retirement Values-based investing
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Noah L

Series 65

St. Louis, MO

Focus Partners Wealth, LLC

Noah Langdon 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, he held positions at the University of Missouri - Columbia and CSI Leasing. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients, offering 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, integrating various analytical tools and legacy strategies.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business sale tax planning Dentist Founder/Business Owner Executive Retired Established Professionals Approaching retirement Values-based investing
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Jacques E

CFA®

Boca Raton, FL

Focus Partners Wealth, LLC

Jacques Elmaleh is a CFA® charterholder with 19 years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at The Colony Group, LLC and Steinberg Global Asset Management. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, advisory, and financial planning 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.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business sale tax planning Dentist Founder/Business Owner Executive Retired Established Professionals Approaching retirement Values-based investing
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Noah L

Series 65

Menlo Park, CA

Focus Partners Wealth, LLC

Noah Lazenby 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, he held positions at PacificHQ LLC, J.P. Morgan, Xen, Inc, Silicon Valley Bank, and Visa. Noah’s background also includes four years at the University of California - Santa Cruz. Focus Partners serves individuals, high-net-worth families, family offices, corporate, 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 within an enhanced open architecture framework.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business sale tax planning Dentist Founder/Business Owner Executive Retired Established Professionals Approaching retirement Values-based investing
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Tanner W

Series 65

Nashville, TN

Focus Partners Wealth, LLC

Tanner Wright is a financial advisor at Focus Partners Wealth, LLC in Nashville, TN, holding a Series 65 credential. He began his advisory career in 2026 and has experience working at Focus Partners Wealth as well as varied roles prior to entering the industry. Tanner’s background includes positions at Cracker Barrel and Governors Club, along with academic experience at Auburn University. Focus Partners serves individuals, high-net-worth families, family offices, corporate and institutional clients with comprehensive wealth management and advisory services. The firm applies a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party managers, and private fund access within an enhanced open architecture framework.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business sale tax planning Dentist Founder/Business Owner Executive Retired Established Professionals Approaching retirement Values-based investing
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Shellie P

CFP®, Series 63, Series 65

Bethesda, MD

Focus Partners Wealth, LLC

Shellie Peters is a CFP®-designated financial advisor with 17 years of industry experience. She is currently with Focus Partners Wealth, LLC and has previously worked at The Colony Group, Bridgewater Wealth & Financial Management, M&T Securities, and Deloitte Investment Advisors. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services, employing a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business sale tax planning Dentist Founder/Business Owner Executive Retired Established Professionals Approaching retirement Values-based investing
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Andrea R

Series 65

Stevenson Ranch, CA

Focus Partners Wealth, LLC

Andrea Rhinehart is a financial advisor at Focus Partners Wealth, LLC with 18 years of industry experience. She holds a Series 65 credential and previously worked for 22 years at Churchill Management Group. 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.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business sale tax planning Dentist Founder/Business Owner Executive Retired Established Professionals Approaching retirement Values-based investing
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Michael S

PFS™, Series 65

Walnut Creek, CA

Focus Partners Wealth, LLC

Michael Spector is a financial advisor at Focus Partners Wealth, LLC with 26 years of industry experience. He holds the PFS™ designation and Series 65 license. Prior to Focus Partners, he worked at Media Wealth, LLC, Adero Partners, LLC, and Vista Wealth Management, LLC. Outside of his advisory role, he manages L-Five, LLC, an entity involved in private real estate and private company investments. 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’s investment approach combines active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework focused on long-term, tax- and fee-sensitive portfolio construction.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business sale tax planning Dentist Founder/Business Owner Executive Retired Established Professionals Approaching retirement Values-based investing
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Yanxiao L

CFP®, Series 65

Menlo Park, CA

Focus Partners Wealth, LLC

Yanxiao Li is a CFP® and Series 65-licensed advisor at Focus Partners Wealth, LLC with three years of industry experience. Prior to joining Focus Partners, Yanxiao worked at Bordeaux Wealth Advisors for three years and at Deloitte Tax LLP for five years. 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 a long-term, tax- and fee-sensitive investment approach that blends active and passive strategies within an enhanced open architecture framework.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business sale tax planning Dentist Founder/Business Owner Executive Retired Established Professionals Approaching retirement Values-based investing
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Noah P

CFP®, Series 65

Scottsdale, AZ

Focus Partners Wealth, LLC

Noah Putnam is a CFP® and holds a Series 65 designation with nine years of industry experience. He currently works at Focus Partners Wealth, LLC and has previously been affiliated with Sonora Investment Management Group, LLC and Sonora Investment Management LLC. Focus Partners Wealth, LLC 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 using a combination of active and passive strategies, quantitative analysis, and specialized tools such as trend-following and options overlay strategies.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business sale tax planning Dentist Founder/Business Owner Executive Retired Established Professionals Approaching retirement Values-based investing
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Moya H

Series 65

Los Angeles, CA

Focus Partners Wealth, LLC

Moya Higgins is a financial advisor at Focus Partners Wealth, LLC with nine years of industry experience. She holds the Series 65 designation and previously worked for Churchill Management Group for 13 years before joining Focus Partners in 2025. 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.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business sale tax planning Dentist Founder/Business Owner Executive Retired Established Professionals Approaching retirement Values-based investing
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Anita M

Series 65

St. Louis, MO

Focus Partners Wealth, LLC

Anita Muminovic is a financial advisor with Focus Partners Wealth, LLC in St. Louis, MO. She holds a Series 65 credential and has seven years of industry experience. Her prior roles include positions at The Colony Group, LLC, Buckingham Strategic Wealth, LLC, and Moneta Group. 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’s investment approach blends active and passive strategies within an enhanced open architecture framework, emphasizing long-term, tax- and fee-sensitive portfolio construction.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business sale tax planning Dentist Founder/Business Owner Executive Retired Established Professionals Approaching retirement Values-based investing
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Nathan B

CFP®, Series 63

Pittsburg, PA

Focus Partners Wealth, LLC

Nathan Boxx is a CFP® certificant with 13 years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at Kovitz Investment Group Partners, LLC and Fort Pitt Capital Group. Focus Partners serves individuals, high-net-worth families, family offices, corporate 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, incorporating fundamental and quantitative analysis, private funds, and specialized portfolio tools.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business sale tax planning Dentist Founder/Business Owner Executive Retired Established Professionals Approaching retirement Values-based investing
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Ernest M

Series 63, Series 65

Northbrook, IL

Focus Partners Wealth, LLC

Ernest Macvicar III is a financial advisor at Focus Partners Wealth, LLC with 42 years of industry experience. He holds Series 63 and Series 65 licenses. His work history includes positions at Kovitz Investment Group Partners, Relative Value Partners, and Credit Suisse Securities (USA) LLC. He serves as a member of the Investment Committee at Kenilworth Union Church, where he reviews and recommends asset allocation for the endowment fund. 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 that blends active and passive strategies within an enhanced open architecture framework.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business sale tax planning Dentist Founder/Business Owner Executive Retired Established Professionals Approaching retirement Values-based investing
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Jason P

Series 66

Menlo Park, CA

Focus Partners Wealth, LLC

Jason Pfannenstiel is a financial advisor at Focus Partners Wealth, LLC with 15 years of industry experience. He holds the Series 66 designation and has previously worked at Bordeaux Wealth Advisors, Mirador Capital Partners, Sanctuary Securities, and Morgan Stanley. Focus Partners 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 a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party managers, and private funds under an enhanced open architecture framework.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business sale tax planning Dentist Founder/Business Owner Executive Retired Established Professionals Approaching retirement Values-based investing
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Elisabeth T

CFA®

St. Louis, MO

Focus Partners Wealth, LLC

Elisabeth Talbot is a CFA® charterholder with 31 years of industry experience. She is currently with Focus Partners Wealth, LLC in St. Louis, MO, and previously worked for The Colony Group LLC for 20 years. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services. The firm uses a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business sale tax planning Dentist Founder/Business Owner Executive Retired Established Professionals Approaching retirement Values-based investing
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Bradley N

CFP®, Series 63, Series 65

Harrisburg, PA

Focus Partners Wealth, LLC

Bradley Newman is a CFP® with 22 years of industry experience, currently serving at Focus Partners Wealth, LLC since 2026. He previously worked at Kovitz Investment Group Partners, LLC, Fort Pitt Capital Group LLC, and Roof Advisory Group, Inc. Newman is a member of the Investment Committees for the United Way of the Capital Region and Ronald McDonald House of Central PA, where he contributes his expertise in cash-flow and investment strategy. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial planning, 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.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business sale tax planning Dentist Founder/Business Owner Executive Retired Established Professionals Approaching retirement Values-based investing
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