Lindsey Weber is a CFP® and holds a Series 65 license, with 11 years of experience in the financial services industry. She has worked at Focus Partners Wealth, LLC since 2025 and previously held roles at The Colony Group, LLC and Buckingham Asset Management. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with a range of 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.

William Thum is a Series 65-licensed financial advisor at Focus Partners Wealth, LLC with nine years of industry experience. He previously worked at Buckingham Asset Management from 2011 and joined The Colony Group, LLC in 2024. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with a broad range of wealth management, financial planning, and consulting services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies and uses fundamental and quantitative analysis alongside specialized tools such as trend-following and options overlay strategies.

Brian Glick is a CFA® charterholder with three years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at The Colony Group, Connectus Wealth Advisers, Neirg Wealth Management, Raphael & Raphael LLP, and Gagnon Tax LLC. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with a comprehensive range of wealth management and advisory services. The firm’s investment approach combines active and passive strategies within an enhanced open architecture framework, incorporating quantitative analysis and tax-sensitive portfolio construction.

Logan Ballard is a financial advisor at Focus Partners Wealth, LLC with 8 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at The Colony Group, Buckingham Strategic Wealth, Areotek Inc, Wells Fargo Clearing Services, TD Ameritrade, and Scottrade. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial planning, and retirement plan consulting. The firm uses a long-term, tax- and fee-sensitive investment approach combining active and passive strategies within an enhanced open architecture framework.

Jose Sebastian Cheng is a financial advisor with Focus Partners Wealth, LLC, holding Series 63 and Series 65 credentials. He has over 21 years of industry experience, including a long tenure at Churchill Management Group before joining Focus Partners in 2025. 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.

Konrad Kern is a financial advisor at Focus Partners Wealth, LLC with seven years of industry experience. He holds a Series 65 designation and has previously worked at Media Wealth, LLC, Adero Partners, LLC, and Hines Warner Wealth Management, LLC. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with services including investment management, financial and tax planning, and employee benefit consulting. The firm employs a long-term, tax- and fee-sensitive investment approach blending active and passive strategies within an enhanced open architecture framework.

Edward Gray III is a CFP® and Series 66-registered advisor with 15 years of industry experience. He is currently with The Colony Group, LLC and Buckingham Asset Management, LLC, having previously worked at Financial Solutions Advisory Group, Inc. and Morgan Stanley. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial and tax planning, employee benefit consulting, and access to private and registered pooled investment vehicles. The firm employs an investment approach that blends active and passive strategies within an enhanced open architecture framework, incorporating fundamental and quantitative analysis alongside alternative tools such as trend-following and options overlay strategies.

Aimee Butler is a CFP® with 23 years of industry experience. She currently works at Focus Partners Wealth, LLC and previously held roles at Merriman Wealth Management, LLC and Waddell & Reed, Inc. Outside of her advisory career, she is an independent consultant for Rodan and Fields, a direct sales company specializing in hair and skin care products. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, corporate, and institutional clients with a variety 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 fundamental and quantitative analysis along with innovative tools such as trend-following and options overlay strategies.

Emily Sippel is a CFP® and Series 65-registered advisor with 13 years of industry experience. She has worked at Focus Partners Wealth, LLC since 2026 and has prior experience at Kovitz Investment Group Partners, Fort Pitt Capital Group, Atlantic Trust Private Wealth Management, and Wingate Wealth Advisors. Focus Partners Wealth, LLC provides wealth management and advisory services to individuals, high-net-worth families, family offices, and institutional clients. 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, along with various portfolio management tools and legacy strategies from acquired firms.

Tyler Rich is a financial advisor at Focus Partners Wealth, LLC with eight years of industry experience. He holds a Series 66 designation and has worked previously at The Colony Group, LLC and GW & Wade, LLC, as well as PricewaterhouseCoopers LLP. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services. The firm emphasizes a long-term, tax- and fee-sensitive investment approach using a blend of active and passive strategies within an enhanced open architecture framework.

Susan Wolfe is a financial advisor at Focus Partners Wealth, LLC with 30 years of industry experience. She holds Series 63 and Series 66 designations. Her prior work includes 25 years at Merrill, followed by roles at Sanctuary Advisors, Telemus Capital, and Kovitz Investment Group Partners before joining Focus Partners Wealth in 2026. 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, third-party managers, and private funds within an enhanced open architecture framework.

Denise Duffy is a financial advisor at Focus Partners Wealth, LLC with 18 years of industry experience. She holds the Series 63 and Series 65 designations and previously worked for The Colony Group, LLC from 2000 to 2011. 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 framework, employing both fundamental and quantitative analysis to construct tax- and fee-sensitive portfolios.

Stanley Sumling is a financial advisor at Focus Partners Wealth, LLC with four years of industry experience. He holds Series 63 and Series 65 licenses. His prior work includes roles at J.P. Morgan Securities LLC and Amazon. 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’s investment approach uses a long-term, tax- and fee-sensitive strategy that combines active and passive management within an enhanced open architecture framework.

Michael Kitces is a financial advisor at Focus Partners Wealth, LLC with 19 years of industry experience. He holds the CFP® and ChFC® designations, along with Series 63 and Series 65 licenses. Prior to joining Focus Partners, he worked at The Colony Group, Buckingham Strategic Wealth, and Pinnacle Advisory Group. Kitces is also the owner of Kitces.com, where he writes and speaks on financial planning topics, and he co-founded several organizations including XY Planning Network, AdvicePay, New Planner Recruiting, and fpPathFinder, which support financial advisors and the planning profession. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients, offering wealth management and advisory services including investment management, financial and tax planning, and family office support. The firm uses a long-term investment approach blending active and passive strategies within an enhanced open architecture framework.

Vernon Eberly is a CFP® professional with six years of industry experience, currently serving at Focus Partners Wealth, LLC. He previously worked for HoyleCohen, LLC from 2014 to 2024 and joined The Colony Group, LLC in 2024. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial planning, and retirement 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.

Joseph Maglio is a financial advisor with Focus Partners Wealth, LLC, holding a Series 66 designation and 17 years of industry experience. His prior work includes roles at Churchill Management Group, TD Ameritrade, Fisher Investments, and Merrill. 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.

Kelly Hokanson is a CFP® with 25 years of experience in the financial services industry. She is currently with Focus Partners Wealth, LLC and has previously worked at The Colony Group, LLC, Bam Management, LLC, Buckingham Strategic Wealth, LLC, The Planned Approach, Inc., and Sunset Financial Services, Inc. Outside of her advisory work, she holds membership roles in several entities unrelated to investment management. Focus Partners Wealth, LLC serves individuals, 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.

Erica Bouchard is a CFP® and Series 65-licensed advisor at Focus Partners Wealth, LLC with 16 years of industry experience. She previously worked for Buckingham Strategic Wealth, LLC for 14 years before joining The Colony Group, LLC. 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 employs 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.

Jackson Tucker is a financial advisor at Focus Partners Wealth, LLC with three years of industry experience. He holds a Series 65 designation and has previously worked at Mariner Wealth Advisors and the Iowa State University Foundation. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services. The firm’s investment approach combines active and passive strategies within an enhanced open architecture framework, integrating multiple analytical tools and legacy strategies.

Kaitlyn Haney is a CFP® professional with four years of industry experience. She currently works at Focus Partners Wealth, LLC and has prior experience with Kovitz Investment Group Partners, LLC and Fort Pitt Capital Group. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, corporate 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, private funds, and advanced portfolio management tools.