Hayden Brown is a Series 65-licensed advisor at Focus Partners Wealth, LLC with one year of industry experience. Prior to joining Focus Partners Wealth, he worked at Titleist Asset Management, LLC and operated his own financial advising firm, H.B. Brown Financial Advising, LLC. Outside of advising, he is also active as a real estate agent with Keller Williams Legacy. 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 that combines fundamental and quantitative analysis alongside third-party managers, offering a wide range of investment and wealth management services.

Deborah Hopkins is a CFP® with 24 years of industry experience. She is currently with Focus Partners Wealth, LLC and has previously worked at Kovitz Investment Group Partners, LLC, Kovitz Securities, 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, offering a range of portfolio management, financial counseling, and fiduciary services. The firm emphasizes a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that combines active and passive strategies and maintains several distinct investment programs and affiliated financial service offerings.

Richard Homan is a CFP® with 22 years of industry experience, currently serving at Focus Partners Wealth, LLC since 2025. Prior to this, he led Homan Wealth Advisors, LLC for 22 years and has provided tax compliance and consulting services at Hancock & Dana P.C. since 2002. His work includes part-time tax planning and consulting activities. Focus Partners Wealth serves a broad range of clients, including individuals, high-net-worth families, family offices, corporations, retirement plans, and institutions. The firm offers comprehensive wealth management services with a tax- and fee-sensitive investment approach that combines fundamental and quantitative analysis, incorporating both discretionary and nondiscretionary advice across multiple asset classes and specialized strategies.

John Milone is a financial advisor at Focus Partners Wealth, LLC in Boston, MA, holding a Series 65 designation with one year of industry experience. Prior to joining Focus Partners Wealth, he was affiliated with Union College and Notre Dame High School. Focus Partners Wealth, LLC provides wealth advisory and investment management services to a diverse client base, including individuals, high-net-worth families, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that combines various active and passive strategies.

Frederick Baird is a Series 65-licensed financial advisor with eight years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at The Colony Group, LLC and Aurora Financial Advisors, LLC. Focus Partners Wealth, LLC provides wealth advisory and investment management services to a broad 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 within an enhanced open architecture framework that combines active and passive strategies and offers a range of specialized investment products and services.

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 previously worked at firms including Ameriprise, Pacer ETFs, and Jackson National Life Distributors. Focus Partners Wealth serves a diverse client base, including individuals, high-net-worth families, corporate and retirement plan clients, and institutions. The firm employs a long-term, tax- and fee-sensitive investment approach using enhanced open architecture and offers a range of services such as investment management, financial counseling, and fiduciary services.

Gary Gerulskis is a financial advisor with Focus Partners Wealth, LLC and holds a Series 65 designation. He has 22 years of industry experience, including 18 years at Capital Advisors, LLC before joining Focus Partners Wealth. 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 within an enhanced open architecture framework that combines active and passive strategies, and offers a variety of specialized investment programs and fiduciary services.

Jason Buck is a CFP® credentialed financial advisor with 26 years of industry experience. He currently works at Focus Partners Wealth, LLC and previously held roles at InterOcean Capital Group, LLC and InterOcean Capital, LLC. Focus Partners Wealth serves a wide range of clients including individuals, high-net-worth families, family offices, corporations, and institutional clients. The firm employs a long-term, tax- and fee-sensitive investment approach using enhanced open architecture and offers a comprehensive suite of wealth management, retirement, tax, and business services.

Lyle Wolberg is a CFP® with 16 years of industry experience, currently serving at Focus Partners Wealth, LLC. He has also worked at Kovitz Investment Group Partners, LLC and Telemus Capital LLC. Focus Partners Wealth serves a diverse client base including individual, high-net-worth, family office, corporate, retirement plan, and institutional clients. The firm offers a range of services such as investment management, financial counseling, family office and practice-integrated wealth services, and employs a long-term, tax- and fee-sensitive investment approach using an enhanced open architecture model.

Alan Schapire is a CFP® and PFS™ with 15 years of industry experience. He has worked at Focus Partners Wealth, LLC since 2024, following roles at Buckingham Strategic Wealth, LLC and Convergent Financial Strategies LLC. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, corporate, retirement plan, and institutional clients, offering a wide range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach combining fundamental and quantitative analysis with third-party management and integrates a broad network of affiliated service companies beyond typical custody or manager platforms.

Gavin Lyons is a CFP® professional with 14 years of industry experience, currently serving at Focus Partners Wealth, LLC since 2026. His prior roles include positions at Kovitz Investment Group Partners, LLC, TMD Wealth Management LLC, One Charles Private Wealth, and TMD & Associates, Inc. He is a member of the Schwab Client Experience Panel, providing feedback on custodian client experience on a voluntary basis. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, corporate, retirement plan, and institutional clients, offering comprehensive wealth management, financial counseling, and fiduciary services. The firm employs a long-term, tax- and fee-sensitive investment approach combining fundamental and quantitative analysis with a range of investment options and a network of affiliated service companies.

Rachel Soka is a financial advisor with Focus Partners Wealth, LLC and holds Series 65 and Series 63 licenses. She has 19 years of industry experience, including previous roles at Connectus Wealth, Atlas Private Wealth Management, Royal Alliance Associates, and Vahanian & Associates Financial. Focus Partners Wealth serves a broad 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 through enhanced open architecture, combining fundamental and quantitative analysis along with diversified portfolio strategies and affiliated service companies.

Eric Schaefer is a CFP® and holds a Series 65 license, with eight years of industry experience. He currently works at The Colony Group, LLC and Buckingham Strategic Wealth, LLC, and has held positions at several other financial advisory firms since 2016. Schaefer has also been involved with the University of Illinois since 2019. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth clients, family offices, corporations, retirement plans, and institutions. The firm offers a range of services such as investment management, financial counseling, family office and practice-integrated wealth services, and retirement plan fiduciary services, employing a long-term, tax- and fee-sensitive investment approach with integrated reporting and advice across managed and held-away assets.

Grant Carver is a financial advisor at Focus Partners Wealth, LLC with two years of industry experience. He holds a Series 65 credential and has worked at several firms including The Colony Group, LLC and GW & Wade, LLC. Prior to his advisory roles, he held positions at CliftonLarsonAllen LLP and Sweeney Kovar LLP, and has teaching experience at multiple colleges. 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 using enhanced open architecture that blends fundamental and quantitative analysis, with access to various asset classes and affiliated service companies.

Nicholas Cole is a financial advisor at Focus Partners Wealth, LLC in Boston, MA, holding a Series 65 credential. He has been in the industry for less than a year, with prior experience at Audax Group and RSM US LLP. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, corporate and institutional clients. The firm employs a long-term, tax- and fee-sensitive investment approach featuring enhanced open architecture and offers a wide range of wealth management and advisory services.

Amanda Otto is a CFP® professional with nine years of experience in the financial services industry. She has worked at Focus Partners Wealth, LLC since 2024, following seven years at Buckingham Strategic Wealth, LLC and three years at Wells Fargo Bank. Focus Partners Wealth serves a diverse client base including individual, high-net-worth, family office, corporate, retirement plan, and institutional clients, offering a range of investment management and wealth services. 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 alternative strategies.

Thomas Haug is a CFP® and holds a Series 65 license with eight years of industry experience. He is currently with Focus Partners Wealth, LLC and previously worked at Buckingham Asset Management, LLC. 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 emphasizes tax- and fee-sensitivity within an enhanced open architecture framework, combining active and passive strategies alongside various specialized offerings.

Emily Franco is a CFP® with eight years of industry experience, currently affiliated with NorthCoast Asset Management LLC. She has held positions at Focus Partners Wealth, Kovitz Investment Group Partners, and Fort Pitt Capital Group. 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, managing most client relationships on a discretionary basis while acting as a fiduciary for ERISA and IRA accounts.

Andrew Castleman is a financial advisor with Focus Partners Wealth, LLC in Nashville, TN. He holds a Series 65 designation and has been with Focus Partners Wealth since 2024. Prior to that, he worked at Big John's and Our Place and Wilsons. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth clients, family offices, corporate and institutional clients. The firm employs a long-term, tax- and fee-sensitive investment approach using a combination of fundamental and quantitative analysis, third-party managers, and alternative strategies, and offers a range of services including investment management, financial counseling, and retirement plan fiduciary services.

Emmanuel Romasanta is a financial advisor at Focus Partners Wealth, LLC with 21 years of industry experience. He holds a Series 65 designation and has worked at Churchill Management Group since 2012. 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, and private and registered funds.