Niki Woodworth is a CFP® with six years of industry experience, currently serving at Focus Partners Wealth, LLC since 2026. Prior to this, Woodworth worked at EverNest Financial Advisors, Sanctuary Wealth, Windsor Wealth Management, and Brooksource. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, corporate and institutional clients, offering comprehensive wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach utilizing enhanced open architecture that integrates fundamental and quantitative analysis and a broad range of investment strategies.

Elisabeth Cullington is a CFP® with 24 years of industry experience currently affiliated with Focus Partners Wealth, LLC. She has worked at The Colony Group, LLC and HoyleCohen, LLC, and has a longstanding association with CT. General Life Ins. Co. since 1984. 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, separate account managers, private funds, mutual funds, and ETFs.

Nicole Bailey is a financial advisor at Focus Partners Wealth, LLC with five years of industry experience. She holds a Series 65 designation and has previously worked at GYL Financial Synergies, LLC and SS&C Technologies. Focus Partners Wealth provides wealth advisory and investment management services to individuals, families, retirement plans, institutions, and businesses, offering both discretionary and non-discretionary portfolio management within a tax- and fee-sensitive investment framework.

Jacob Fechter 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 Buckingham Asset Management, LLC since 2014 and The Colony Group, LLC since 2024. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, institutions, and businesses, offering a range of portfolio management, financial counseling, and fiduciary services. The firm’s investment approach combines active and passive strategies within a tax- and fee-sensitive framework and manages various proprietary funds and specialized strategies.

Theodore Bovard is a financial advisor at NorthCoast Asset Management LLC with 30 years of industry experience. He holds Series 63 and Series 65 credentials. His prior roles include positions at Focus Partners Wealth, LLC, Kovitz Investment Group Partners, LLC, and Fort Pitt Capital Group LLC. NorthCoast Asset Management provides investment advisory services to a diverse client base, including 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 broad range of portfolio management strategies.

Janet Duong is a financial advisor at Focus Partners Wealth, LLC with six years of industry experience. She previously worked at Churchill Management Group for six years and Pinnacle Claims Management for two years. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, corporate and institutional clients, offering a range of investment management and wealth services. The firm employs a long-term, tax- and fee-sensitive investment approach using enhanced open architecture that combines fundamental and quantitative analysis with third-party managers and various investment strategies.

Kendall Navin is a CFA® charterholder 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, The Ayco Company, L.P./Mercer Allied, and Managed Account Research, Inc. He also holds a Series 66 license. Focus Partners Wealth serves a wide 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 that combines fundamental and quantitative analysis with third-party managers, offering diversified portfolios and a broad network of affiliated service companies and product relationships.

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 and MB Health for two years. 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 integrates active and passive strategies alongside private funds and ETFs.

Kevin Grogan is a CFP®, CFA®, and Series 65 credentialed advisor with 16 years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at The Colony Group and Buckingham Strategic Wealth, 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 integrates active and passive strategies alongside various specialized offerings.

Merilou Bury is a financial advisor with Focus Partners Wealth, LLC, holding Series 63 and Series 66 licenses and possessing 28 years of industry experience. Prior to joining Focus Partners Wealth in 2026, she worked at Kovitz Investment Group Partners, LLC and Kovitz Securities, LLC for nine years. Focus Partners Wealth serves a diverse clientele including individuals, high-net-worth families, family offices, corporations, retirement plans, and institutional clients. 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 it offers a wide range of wealth management and advisory services.

Nicole Gould is a Certified Financial Planner® with 19 years of industry experience. She has worked at Focus Partners Wealth, LLC since 2024 and was previously with Buckingham Asset Management, LLC for nine years. Focus Partners Wealth serves a broad 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 with a diverse selection of public and alternative investment options, supported by an extensive network of affiliated service companies and product relationships.

Andrew Vogelstein is a financial advisor at Focus Partners Wealth, LLC in New York, NY, with four years of industry experience. He holds a Series 63 designation and has worked at The Colony Group since 2021 and previously at New Providence Asset Management from 2003 to 2021. 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 integrates active and passive strategies within a tax- and fee-sensitive framework and offers a broad range of financial and fiduciary services.

Jeremy Bleyenberg is a financial advisor at Focus Partners Wealth, LLC with 13 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Buckingham Asset Management, LLC for nine years before joining Focus Partners Wealth in 2024. 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, tax- and fee-sensitive investment approach within an enhanced open architecture framework that incorporates both active and passive strategies, private funds, and separate account managers.

Michaela Peterson is a CFP® and Series 65-licensed advisor with four years of industry experience. She currently works at Focus Partners Wealth, LLC and previously spent six years at Buckingham Strategic Wealth, 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, financial counseling, and fiduciary services. The firm employs a long-term, tax- and fee-sensitive investment approach utilizing fundamental and quantitative analysis, consultant-derived market assumptions, and access to various investment strategies and affiliated service companies.

Brenda Janikowski is a CFP® professional with 14 years of industry experience, currently serving at Focus Partners Wealth, LLC. She has worked previously with The Colony Group, LLC and Buckingham Strategic Wealth, LLC. Outside of her advisory role, she is a cattle rancher and president of PJ Cattle Company, LLC, and serves on the City of Casper Finance Committee advising on investment policy. Focus Partners Wealth, LLC provides wealth advisory and investment management services to a diverse client base including individuals, families, institutions, and businesses. The firm employs a long-term investment approach that incorporates both active and passive strategies within an enhanced open architecture framework.

Joshua Chebul is a CFP® and holds a Series 65 license with four years of industry experience. He is currently with Focus Partners Wealth, LLC, where he has worked since 2024, following previous roles at Buckingham Strategic Wealth, LLC and Holistiplan, LLC. His background also includes experience in the energy sector with Northwoods Energy, SM Energy, and Noble Energy. Focus Partners Wealth, LLC offers 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 integrates active and passive strategies, separate account managers, private funds, and ETFs.

Robert Bertman is a CFP®, CFA®, and Series 63 credentialed 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 Strategic Wealth, LLC. Outside of his advisory roles, he owns Family Budget Expert, a business providing budgeting services to legacy families and managing related intellectual property. Focus Partners Wealth, LLC offers 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, tax- and fee-sensitive investment approach within an enhanced open architecture framework that combines active and passive strategies alongside private and registered funds.

Thomas Bodin is a CFP® and CFA® with 13 years of industry experience. He currently works at Focus Partners Wealth, LLC and previously spent nine years at Buckingham Strategic Wealth, LLC. Bodin is based in Palo Alto, CA. 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 that combines fundamental and quantitative analysis with third-party managers, offering a broad range of wealth services and an extensive network of affiliated service companies.

Christina Garland is a CFP® with 10 years of experience in financial advising. She is currently with Focus Partners Wealth, LLC and has previously worked at The Colony Group, LLC, Connectus Wealth, and Horan Capital Management, LLC. Focus Partners Wealth serves a wide range of clients including individuals, high-net-worth families, corporate, and institutional clients, offering investment management, financial counseling, family office services, and retirement plan fiduciary services. The firm utilizes a long-term, tax- and fee-sensitive investment approach combining fundamental and quantitative analysis with third-party managers and offers a broad platform of affiliated service companies and product relationships.

Lindsay Kobus is a financial advisor at Focus Partners Wealth, LLC with 16 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at The Colony Group, LLC, Buckingham Asset Management, Executive Wealth Management, and LPL Financial. 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 within an enhanced open architecture framework that integrates active and passive strategies, separate account managers, private funds, mutual funds, and ETFs.