Brenda Janikowski is a CFP® with 15 years of industry experience, currently with The Colony Group, LLC since 2024. She previously worked at Buckingham Strategic Wealth, LLC for nine years and held positions at Asset Strategies, Inc., Wealth Advisors Network, Inc., and Avantax Advisory Services. Outside of her advisory role, she is president and part owner of a cattle ranching business and serves on the Finance Committee for the City of Casper, advising on investment policy. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with comprehensive wealth management services, including discretionary and non-discretionary investment management and financial planning. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Joshua Chebul is a CFP® and Series 65-licensed financial advisor at Focus Partners Wealth, LLC with five years of industry experience. He previously worked at Buckingham Strategic Wealth, LLC and Holistiplan, LLC before joining Focus Partners. Chebul is based in Denver, CO. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with a wide 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, multiple portfolio management tools, and access to private and registered pooled vehicles.

Robert Bertman is a CFP® and CFA® with nine years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at The Colony Group, LLC, Buckingham Strategic Wealth, LLC, and Eidelman Virant Capital. Bertman also owns Family Budget Expert, a separate business providing budgeting services to legacy families. 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 integrates active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Thomas Bodin is a CFP® and CFA® with 13 years of industry experience. He is currently with Focus Partners Wealth, LLC and previously worked at Buckingham Strategic Wealth, LLC and operated Bodin Wealth Management LLC. Focus Partners Wealth 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 using a blend of active and passive strategies, third-party managers, and private funds under an enhanced open architecture framework.

Christina Garland is a CFP® professional with 11 years of industry experience. She currently works at Focus Partners Wealth, LLC and previously held positions at The Colony Group, Connectus Wealth, Horan Capital Management, and Charles Schwab. Focus Partners serves a diverse client base including individuals, high-net-worth families, family offices, corporate, and institutional clients, offering comprehensive wealth management, financial and tax planning, and specialized family office services. The firm utilizes a long-term investment approach combining active and passive strategies within an enhanced open architecture framework.

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 previously worked at Buckingham Asset Management, LLC and Executive Wealth Management. Her career also includes experience at LPL Financial. 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 an investment approach that combines active and passive strategies under an enhanced open architecture framework, integrating quantitative and fundamental analysis along with specialized tools such as trend-following and options overlay strategies.

Scott Mc Caffrey is a financial advisor at Focus Partners Wealth, LLC with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including TIAA-CREF, Proofpoint, Amerivest Investment Management, LLC, TD Ameritrade, and Charles Schwab. Focus Partners Wealth 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 combination of active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Catherine Gearig is a CFP® with 16 years of industry experience. She is currently with Focus Partners Wealth, LLC and previously worked at Buckingham Strategic Wealth, LLC and LifePlan Financial Advisory Group, LLC. Focus Partners Wealth 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 integrates both active and passive strategies along with access to private and registered pooled vehicles.

Evan Rothschild is a financial advisor at Focus Partners Wealth, LLC with 14 years of industry experience. He holds the CFP®, CFA®, and Series 66 designations. His prior roles include positions at Adero Partners, Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Morris Rothschild Capital, and Founders Asset Management. He serves as a member of the investment committee for Jade PTC LLC, a private trust company. 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 a long-term, tax- and fee-sensitive portfolio construction framework.

Gary Herz is a CFP® professional affiliated with Focus Partners Wealth, LLC and has 18 years of industry experience. He previously worked at GYL Financial Synergies for three years and spent 24 years at Wechter Feldman Wealth Management, Inc. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial planning, retirement plan consulting, and access to private funds. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Judson Grimshaw is a financial advisor at Focus Partners Wealth, LLC in St. Louis, MO, holding a Series 65 designation with six years of industry experience. His work history includes roles at The Colony Group, Buckingham Strategic Wealth, and Wealth Ambassadors. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with a range of wealth management and advisory services. The firm’s investment approach combines active and passive strategies within an enhanced open architecture framework, emphasizing tax- and fee-sensitive portfolio construction.

Jack Baird Jr. is a financial advisor with Focus Partners Wealth, LLC, holding Series 63 and Series 65 credentials and bringing 11 years of industry experience. He previously worked at Credit Suisse Securities (USA) LLC for eight years before joining The Colony Group, where he spent another eight years. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with a range of wealth management and advisory services that include investment management, financial and tax planning, and retirement plan consulting. The firm employs a long-term, tax- and fee-sensitive investment approach under an enhanced open architecture framework that combines active and passive strategies alongside private funds.

Rebekah Mull is a CFP® with nine years of industry experience, currently serving as a financial advisor at Focus Partners Wealth, LLC. Her prior roles include positions at Adero Partners, LLC, Ebert Capital Management Inc., and Premier Financial Group. Focus Partners Wealth serves individuals, high-net-worth families, family offices, corporate, and institutional clients by offering comprehensive wealth management and advisory services. The firm emphasizes long-term, tax- and fee-sensitive portfolio construction through an enhanced open architecture approach that combines active and passive strategies, third-party managers, and private funds.

Roger Albrecht Jr. is a CFA® charterholder with 22 years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at The Colony Group, LLC, Connectus Wealth, Mid-Continent Capital, and Bufka & Rodgers LLC. Outside of his advisory role, he is the owner and managing director of Blue Sapphire Capital 1 LLC, an investment real estate business. 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’s investment approach combines active and passive strategies within an enhanced open architecture framework, emphasizing long-term, tax- and fee-sensitive portfolio construction.

Matthew Mcbride is a financial advisor at Focus Partners Wealth, LLC with 13 years of industry experience. He holds the Series 65 designation and previously worked for Homan Wealth Advisors, LLC from 2011 to 2025. 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, and it offers access to specialized financial products and affiliated private funds.

Nathan Mirji is a financial advisor at Focus Partners Wealth, LLC with one year of industry experience. He holds a Series 65 designation and has prior experience working at HoyleCohen and California State University Northridge. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services. The firm uses a long-term, tax- and fee-sensitive investment approach that blends active and passive strategies and incorporates fundamental and quantitative analysis.

Robert Stone is a financial advisor at Focus Partners Wealth, LLC with 16 years of industry experience. He previously worked at Telemus Capital LLC and Kovitz Investment Group Partners, LLC. Stone holds Series 63 and Series 65 licenses. 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 within an enhanced open architecture framework.

James David is a financial advisor at Focus Partners Wealth, LLC with 21 years of industry experience. He holds the PFS™ designation as well as Series 65 and Series 66 licenses. His work history includes roles at David Wealth Management, LLC, FBR Investment Management, Inc., and Friedman Billings Ramsey Investment Management Inc. Focus Partners serves individuals, high-net-worth families, family offices, corporate, 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.

Barbara Ristow is a CFP® professional with 26 years of industry experience. She is currently with Focus Partners Wealth, LLC and has previously worked at Buckingham Strategic Wealth, LLC, Focus Wealth Management, Ltd., Pinnacle Advisory Group, Inc., Securian Financial Services, Inc., First Horizon Advisors, Inc., and Capitol Securities Management, Inc. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial and tax planning, family office and business management, and employee benefit 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 within an enhanced open architecture framework.

Mark Duffy is a CFP® and CFA® with one year of industry experience, currently serving as a financial advisor at Focus Partners Wealth, LLC in Boston, MA. He previously worked at Rhumbline Advisers LP, Lumora LLC, Impax Asset Management, Invesco Ltd, and Longfellow Investment Management Co 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 investment approach using a blend of active and passive strategies within an enhanced open architecture framework.