Scott Mc Caffrey is a financial advisor with Focus Partners Wealth, LLC in Pittsburgh, PA, holding Series 63 and Series 66 credentials and 24 years of industry experience. His prior roles include positions at TIAA-CREF, Proofpoint, Amerivest Investment Management, and TD Ameritrade. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, family offices, corporations, retirement plans, and institutions, offering investment management, financial counseling, family office services, and retirement plan fiduciary services. The firm employs a long-term, tax- and fee-sensitive investment approach that integrates fundamental and quantitative analysis with a broad range of investment options and affiliated service companies.

Catherine Gearig is a CFP® with 15 years of industry experience. She is currently with Focus Partners Wealth, LLC and has previously worked at Buckingham Strategic Wealth, LLC and LifePlan Financial Advisory Group, LLC. 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 that combines active and passive strategies within an enhanced open architecture framework.

Evan Rothschild is a CFP®, CFA®, and Series 66 credentialed advisor with 13 years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at Adero Partners, LLC, Morgan Stanley Private Bank, N.A., Morgan Stanley Smith Barney LLC, and Morris Rothschild Capital. Rothschild serves as a member of the investment committee for Jade PTC LLC, a private trust company. 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 combines active and passive strategies across various asset types and manages several proprietary funds and distinct strategies.

Gary Herz is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Focus Partners Wealth, LLC. His prior experience includes over two decades at Wechter Feldman Wealth Management, Inc., followed by a three-year tenure at GYL Financial Synergies. Focus Partners Wealth, LLC provides wealth advisory and investment management services to a diverse client base, including individuals, high-net-worth families, retirement plans, and institutions. 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 along with various specialized offerings.

Judson Grimshaw is a financial advisor at Focus Partners Wealth, LLC with five years of industry experience. He holds a Series 65 designation and has worked at The Colony Group, LLC, Buckingham Strategic Wealth, LLC, and Wealth Ambassadors, LLC. Prior to his advisory career, he held roles outside of finance including positions at Play it Again Sports and Worldwide Freight Management. 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, private funds, and other vehicles.

Bailey Gilliam is a financial advisor at Focus Partners Wealth, LLC with 10 years of industry experience. He holds a Series 65 designation and has worked at Buckingham Strategic Wealth, LLC and The Colony Group, LLC. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, family offices, corporations, retirement plans, and institutions, offering a range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines fundamental and quantitative analysis with access to third-party managers and integrates a broad platform of affiliated service companies and product relationships.

Jack Baird Jr. is a financial advisor with Focus Partners Wealth, LLC in Hingham, MA, holding Series 65 and Series 63 licenses and 11 years of industry experience. He has worked at The Colony Group and Credit Suisse Securities (USA) LLC, with eight years at each firm. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, family offices, corporate, retirement plan, and institutional clients. The firm offers a range of wealth management and advisory services with a long-term, tax- and fee-sensitive investment approach that combines fundamental and quantitative analysis along with access to third-party managers and alternative investment strategies.

Rebekah Mull is a CFP® and holds a Series 65 license, with nine years of industry experience. She is currently with Focus Partners Wealth, LLC and also serves at Adero Partners, LLC. Her prior experience includes roles at Ebert Capital Management Inc. and Premier Financial Group. 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 alongside various specialized investment programs.

Roger Albrecht Jr. is a CFA® charterholder with 22 years of industry experience. He is currently a financial advisor at Focus Partners Wealth, LLC and has previously worked at The Colony Group, Connectus Wealth, and Mid-Continent Capital. 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 provides wealth advisory and investment management services to individuals, families, institutions, and businesses. The firm emphasizes a long-term, tax- and fee-sensitive investment approach using a combination of active and passive strategies within an enhanced open architecture framework.

Matthew Mcbride is a financial advisor at Focus Partners Wealth, LLC with 13 years of industry experience. He holds a Series 65 designation and previously worked for Homan Wealth Advisors, LLC from 2011 to 2025. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Nathan Mirji is a financial advisor at Focus Partners Wealth, LLC with a Series 65 credential and two years of industry experience. His prior work includes roles at HoyleCohen and Michael White & Associates, as well as positions in academic settings at California State University Northridge and Moorpark College. 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 investment approach with an emphasis on tax- and fee-sensitivity, combining active and passive strategies within an enhanced open architecture framework.

Robert Stone is a financial advisor at Focus Partners Wealth, LLC with 16 years of industry experience. He has previously worked at Telemus Capital LLC and Kovitz Investment Group Partners, LLC. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth clients, family offices, corporations, retirement plans, and institutions. The firm employs a long-term, tax- and fee-sensitive investment approach utilizing a combination of fundamental and quantitative analysis, multiple asset classes, and third-party managers within an extensive advisory platform.

James David is a financial advisor with Focus Partners Wealth, LLC, holding the PFS™ designation along with Series 65 and Series 66 licenses. He has 21 years of industry experience, including 14 years at David Wealth Management, LLC, and has been with Focus Partners Wealth since 2025. Focus Partners Wealth serves a diverse client base, 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, blending fundamental and quantitative analysis with access to third-party managers and alternative strategies.

Barbara Ristow is a CFP® professional with 26 years of industry experience, currently affiliated with Focus Partners Wealth, LLC. She has previously worked at Buckingham Strategic Wealth, LLC, Focus Wealth Management, Ltd., and Pinnacle Advisory Group, Inc. 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 emphasizing tax- and fee-sensitivity within an enhanced open architecture framework that combines active and passive strategies, separate account managers, private funds, mutual funds, and ETFs.

Mark Duffy is a CFP® and CFA® currently with Focus Partners Wealth, LLC, where he has been since 2026. He has prior experience with Rhumbline Advisers LP, Lumora LLC, Impax Asset Management, Invesco Ltd, and Longfellow Investment Management Co LLC. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, corporate, retirement plan, and institutional clients. The firm employs a long-term, tax- and fee-sensitive investment approach using enhanced open architecture, combining fundamental and quantitative analysis, and offers a range of wealth management and advisory services across various asset classes and managed account structures.

Henry Mclarty Jr. is a financial advisor at Focus Partners Wealth, LLC in Atlanta, GA, with 23 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Gratus Capital LLC for ten years. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, corporate, retirement plan, and institutional clients, offering investment management, financial counseling, family office services, retirement plan fiduciary services, and sub-advisory solutions. The firm employs a long-term, tax- and fee-sensitive investment approach using enhanced open architecture and integrates a wide range of investment strategies and affiliated service companies beyond typical custody or manager platforms.

Nicholas Dewsnap is a financial advisor at Focus Partners Wealth, LLC with 21 years of industry experience. He holds the Series 66 designation and has worked at Churchill Management Group since 2016. Focus Partners Wealth serves a wide range of clients including individuals, family offices, corporations, retirement plans, and institutions, offering investment management and integrated wealth services. The firm employs a long-term, tax- and fee-sensitive investment approach using a combination of fundamental and quantitative analysis and manages a diverse set of investment vehicles and advisory programs.

Rachel Mast is a CFP® and Series 65-registered financial advisor with two years of industry experience. She currently works at Focus Partners Wealth, LLC and previously held roles at Buckingham Strategic Wealth, The Sara Duncan Team, and Virginia Mennonite Missions. Mast has a background that includes both financial advising and nonprofit work. Focus Partners Wealth serves a wide range of clients, including individuals, high-net-worth families, corporate and institutional investors, offering investment management, financial counseling, and a variety of integrated wealth services. The firm employs a long-term, tax- and fee-sensitive investment approach with an extensive network of affiliated service companies and product relationships.

Michael Indart is a CFP® certificant with 16 years of experience in the financial services industry. He is currently affiliated with Focus Partners Wealth, LLC and has previously worked with Buckingham Strategic Wealth, Wells Fargo Clearing, Wells Fargo Bank, and Wells Fargo Advisors. 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 combines active and passive strategies within a tax- and fee-sensitive framework and offers a broad range of fiduciary, financial counseling, and family office services.

Vishaal Tummala is a CFP® and Series 65-licensed financial advisor with 10 years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at Kovitz Investment Group Partners, Strategic Wealth Partners, and Himalaya Enterprise. Focus Partners Wealth serves a diverse 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 with an enhanced open architecture model, integrating fundamental and quantitative analysis alongside a broad range of investment strategies and affiliated service companies.