Tamas Gal is a financial advisor at Focus Partners Wealth, LLC with a Series 65 credential and one year of industry experience. Prior to joining Focus Partners Wealth, he held roles at Karyopharm Therapeutics and has academic experience at Suffolk University Law School and UMASS Boston. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients by providing a range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that integrates both active and passive strategies within an enhanced open architecture framework.

Thomas Haug is a CFP® and Series 65-registered financial advisor with nine years of industry experience. He is currently with Focus Partners Wealth, LLC and has prior experience at The Colony Group, LLC and Buckingham Asset Management, LLC. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial planning, retirement consulting, and access to private and registered pooled investment vehicles. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Emily Franco is a CFP® and holds a Series 65 license with eight years of industry experience. She has worked at Fort Pitt Capital Group LLC for nine years, Kovitz Investment Group Partners, LLC for two years, and currently at Focus Partners Wealth, LLC. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with comprehensive wealth management, advisory, and consulting services. The firm’s investment approach combines active and passive strategies within an enhanced open architecture framework, utilizing fundamental and quantitative analysis alongside specialized portfolio tools.

Andrew Castleman is a financial advisor at Focus Partners Wealth, LLC with a Series 65 designation. He joined the firm in 2024 and has prior work experience at Big John's and Our Place and Wilsons. 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.

Emmanuel Romasanta is a financial advisor at Focus Partners Wealth, LLC with 21 years of industry experience. He holds a Series 65 designation and previously worked at Churchill Management Group from 2012 to 2025 and Fisher Investments from 2004 to 2012. Based in San Francisco, CA, he joined Focus Partners Wealth in 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 using a blend of active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Niki Woodworth is a CFP® professional with six years of industry experience, currently affiliated with Focus Partners Wealth, LLC. Her previous roles include positions at EverNest Financial Advisors, Sanctuary Wealth, Windsor Wealth Management, and Brooksource. Focus Partners Wealth 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 combining active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Elisabeth Cullington is a CFP® with 25 years of industry experience and is currently with Focus Partners Wealth, LLC. She previously worked at HoyleCohen, LLC for 16 years and has been associated with CT. General Life Insurance Co. since 1984. 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 employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Nicole Bailey is a Series 65-licensed financial advisor with six years of industry experience. She is currently with Focus Partners Wealth, LLC and previously worked at OneDigital Investment Advisors LLC, GYL Financial Synergies, LLC, and SS & C Technologies. Focus Partners serves a diverse client base including high-net-worth individuals, family offices, and institutional clients, providing wealth management, financial planning, and retirement consulting. The firm employs a long-term investment approach combining active and passive strategies within an “enhanced open architecture” framework.

John Lothery is a financial advisor at Focus Partners Wealth, LLC with five years of industry experience. He holds a Series 66 designation and has previously worked with OSAIC and Journey Financial Group. Focus Partners 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 combining active and passive strategies within an enhanced open architecture framework.

Jacob Fechter is a financial advisor at Focus Partners Wealth, LLC with 10 years of industry experience. He holds the Series 65 designation and has previously worked at The Colony Group, LLC and Buckingham Asset Management, LLC. 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 using a blend of active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Theodore Bovard is a financial advisor with Focus Partners Wealth, LLC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior roles include positions at Kovitz Investment Group Partners, LLC and Fort Pitt Capital Group LLC. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services emphasizing long-term, tax- and fee-sensitive portfolio construction through a blend of active, passive, and alternative investment strategies.

Janet Duong is a financial advisor with Focus Partners Wealth, LLC, holding Series 63 and Series 65 licenses and bringing six years of industry experience. She joined Focus Partners in 2025 after six years at Churchill Management Group. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, advisory services, financial and tax planning, and employee benefit consulting. The firm uses an enhanced open architecture investment approach that combines active and passive strategies, third-party managers, and private funds.

Kendall Navin is a CFA® charterholder with eight years of industry experience, currently affiliated with Focus Partners Wealth, LLC. His prior roles include positions at Kovitz Investment Group Partners, LLC, The Ayco Company, L.P./Mercer Allied, and Managed Account Research, Inc. He holds the Series 66 designation. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial and tax planning, 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.

Samantha Allen is a financial advisor at Focus Partners Wealth, LLC with two years of industry experience. She holds a Series 65 designation and previously worked at Buckingham Strategic Wealth, LLC for seven years, as well as MB Health for two years. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with a comprehensive range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that blends active and passive strategies, utilizing fundamental and quantitative analysis alongside specialized tools and access to affiliated private funds.

Kevin Grogan is a CFP®, CFA®, and Series 65-designated advisor with 17 years of industry experience. He is currently with Focus Partners Wealth, LLC and previously worked at Buckingham Strategic Wealth, LLC from 2007 to 2024. 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 a long-term, tax- and fee-sensitive portfolio construction framework.

Merilou Bury is a financial advisor at Focus Partners Wealth, LLC with 29 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Kovitz Investment Group Partners, LLC and Kovitz Securities, LLC since 2017, with prior experience at Credit Suisse Securities (USA) LLC. 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, separate account managers, and private funds within an enhanced open architecture framework.

Nicole Gould is a CFP® professional with 19 years of experience in the financial advisory industry. She is currently with Focus Partners Wealth, LLC and previously worked at Buckingham Asset Management, LLC and Classic Capital, Inc. Focus Partners 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, third-party managers, and private funds within an enhanced open architecture framework.

Andrew Vogelstein is a financial advisor at Focus Partners Wealth, LLC with four years of industry experience. He holds a Series 63 designation and has previously worked at The Colony Group and New Providence Asset Management. 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 that combines active and passive strategies within an enhanced open architecture framework.

Jeremy Bleyenberg is a financial advisor at Focus Partners Wealth, LLC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Buckingham Asset Management, LLC for nine years and LPL Financial for three years. He is based in St. Louis, MO. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients, offering wealth management, financial planning, and retirement plan consulting. The firm’s investment approach blends active and passive strategies within an enhanced open architecture framework, utilizing fundamental and quantitative analysis alongside alternative tools such as trend-following and options overlay strategies.

Michaela Peterson is a CFP® and Series 65-licensed advisor with four years of industry experience. She is currently with Focus Partners Wealth, LLC and previously worked at Buckingham Strategic Wealth, LLC. 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 that integrates active and passive strategies, third-party managers, and private funds.