Anne Huneycutt is a financial advisor at Focus Partners Wealth, LLC with six years of industry experience. She holds Series 63 and Series 65 designations and has worked at several firms including Fidelity Investments, Northwestern Mutual Investment Services, and Bates Financial Advisors. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services, combining active and passive strategies through an enhanced open architecture investment approach.

Adam Yofan is a financial advisor at Focus Partners Wealth, LLC with 25 years of industry experience. He holds Series 63 and Series 65 licenses. His prior work includes roles at The Colony Group, LLC, Bam Management, LLC, Buckingham Strategic Wealth, LLC, Alpern Wealth Management, LLC, and LPL Financial, LLC. Focus Partners serves individuals, high-net-worth families, family offices, corporate, and institutional clients, offering a broad range of wealth management and advisory services. The firm’s investment approach combines active and passive strategies within a long-term, tax- and fee-sensitive framework, utilizing tools such as trend-following and options overlay strategies.

Sara Alexander is a financial advisor at Focus Partners Wealth, LLC with 16 years of industry experience. She holds the Series 63 and Series 65 designations. Her prior roles include positions at Sonora Investment Management Group and J.P. Morgan Securities. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial planning, and retirement plan consulting. The firm employs an investment approach that combines active and passive strategies within an enhanced open architecture framework, integrating fundamental and quantitative analysis alongside specialized tools such as trend-following and options overlay strategies.

Kyle Eichorn is a financial advisor at Focus Partners Wealth, LLC with Series 63 and Series 65 licenses and six years of industry experience. His prior roles include positions at Kovitz Investment Group Partners, Fort Pitt Capital Group, The Huntington Investment Company, Citizens Bank, and Wells Fargo Bank. From 2015 to 2019, he was involved with RAW Kyle LLC. 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.

Hayden Brown is a financial advisor at Focus Partners Wealth, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Titleist Asset Management, LLC and Keller Williams Legacy. Outside of advising, he has maintained a role as a real estate agent with Keller Williams Legacy since 2025. Focus Partners serves individuals, high-net-worth families, family offices, 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, third-party managers, and private funds within an enhanced open architecture framework.

Deborah Hopkins is a CFP®-certified financial advisor with 25 years of industry experience. She is currently with Focus Partners Wealth, LLC and has held roles at Kovitz Investment Group Partners, Kovitz Securities, Trinity Financial Advisors, and Foreside Financial Services. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, corporate, and institutional clients with wealth management, advisory services, financial and tax planning, and retirement plan consulting. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies and integrates a range of proprietary and third-party tools.

Richard Homan is a CFP® with 22 years of industry experience. He is currently with Focus Partners Wealth, LLC and previously operated Homan Wealth Advisors, LLC for over two decades. In addition to his advisory work, he provides tax planning and consulting services through his part-time role at Hancock & Dana, P.C. Focus Partners 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 an investment approach that combines active and passive strategies within a long-term, tax- and fee-sensitive framework.

John Milone is a financial advisor at Focus Partners Wealth, LLC with one year of industry experience. He holds a Series 65 designation and has worked at Focus Partners Wealth since 2024. Prior to his current role, he completed four years at Union College and four years at Notre Dame High School. Focus Partners Wealth serves individuals, high-net-worth families, family offices, corporate, and institutional clients with 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, utilizing tools such as trend-following and options overlay strategies.

Frederick Baird is a financial advisor at Focus Partners Wealth, LLC with nine years of industry experience. He holds a Series 65 designation and has worked at The Colony Group, LLC and Aurora Financial Advisors, LLC. 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 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.

Tucker Hanson is a financial advisor at Focus Partners Wealth, LLC with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Ameriprise, Pacer ETFs, and Jackson National Life Distributors. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, advisory, and retirement plan consulting 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.

Gary Gerulskis is a financial advisor at Focus Partners Wealth, LLC with 23 years of industry experience. He holds the Series 65 designation and previously worked at Capital Advisors, LLC for 18 years before joining Focus Partners Wealth. 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, third-party managers, and private funds within an enhanced open architecture framework.

Jason Buck is a CFP® with 26 years of industry experience. He is currently with Focus Partners Wealth, LLC and previously worked at InterOcean Capital Group, LLC, InterOcean Capital, LLC, and Charles Schwab. Focus Partners Wealth, LLC provides wealth management and advisory services to individuals, high-net-worth families, family offices, and institutional clients. The firm employs an investment approach that combines active and passive strategies within an enhanced open architecture framework, offering a range of services including investment management, financial planning, and access to private and registered pooled vehicles.

Lyle Wolberg is a CFP® with 16 years of industry experience, currently serving at Focus Partners Wealth, LLC since 2026. He previously worked at Kovitz Investment Group Partners, LLC and spent over a decade at Telemus Capital LLC and Telemus Investment Management, LLC. 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 combines active and passive strategies within an enhanced open architecture framework.

Alan Schapire is a CFP® and PFS™ credentialed advisor with 16 years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at Buckingham Strategic Wealth, LLC, Convergent Financial Strategies LLC, and AdviceOverWeb. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial planning, and advisory services. The firm emphasizes long-term, tax- and fee-sensitive portfolio construction using a blend of active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Gavin Lyons is a CFP® with 14 years of industry experience currently advising at Focus Partners Wealth, LLC. His prior roles include positions at Kovitz Investment Group Partners, TMD Wealth Management, One Charles Private Wealth, TMD & Associates, and McAlvany Wealth Management. He serves as a panel member on the Schwab Client Experience Panel, providing feedback on client service without compensation. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial planning, and consulting services. The firm’s investment approach combines active and passive strategies within an enhanced open architecture framework, incorporating fundamental and quantitative analysis as well as specialized strategies such as trend-following and options overlays.

Rachel Soka is a financial advisor at Focus Partners Wealth, LLC with 19 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at several firms including Connectus Wealth, Atlas Private Wealth Management, Royal Alliance Associates, INC., and Vahanian & Associates Financial. 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 long-term, tax- and fee-sensitive portfolio construction under an enhanced open architecture framework that blends active and passive strategies, third-party managers, and private funds.

Eric Schaefer is a CFP® certificant with eight years of industry experience, currently affiliated with Focus Partners Wealth, LLC. His prior roles include positions at The Colony Group, LLC and Buckingham Strategic Wealth, LLC. He has also been involved in financial education through LoneStar Financial Education, LLC, and teaching at the University of Illinois. 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 within an enhanced open architecture, incorporating fundamental and quantitative analysis along with specialized tools such as trend-following and options overlay strategies.

Grant Carver is a financial advisor at Focus Partners Wealth, LLC with two years of industry experience. He holds a Series 65 designation and has previously worked at The Colony Group, LLC, GW & Wade, LLC, CliftonLarsonAllen LLP, and Sweeney Kovar LLP. 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 combining active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Nicholas Cole is a financial advisor at Focus Partners Wealth, LLC in Boston, holding a Series 65 designation. He has been in the financial industry since 2021, with prior experience at Audax Group and RSM US LLP. Focus Partners Wealth serves individuals, high-net-worth families, family offices, corporate, and institutional clients, offering a broad range of wealth management and advisory services. The firm employs an investment approach that integrates active and passive strategies within a long-term, tax- and fee-sensitive framework, supported by fundamental and quantitative analysis.

Amanda Otto is a CFP® professional with nine years of industry experience. She currently works at Focus Partners Wealth, LLC and previously held roles at Buckingham Strategic Wealth, LLC and Wells Fargo Bank. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with comprehensive wealth management services. 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 within an enhanced open architecture framework.