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Henry M

Series 63, Series 65

Atlanta, GA

Focus Partners Wealth, LLC

Henry Mclarty Jr. is a financial advisor at Focus Partners Wealth, LLC with 23 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at firms including Gratus Capital LLC and Morgan Stanley DW Inc. 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.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business sale tax planning Dentist Founder/Business Owner Executive Retired Established Professionals Approaching retirement Values-based investing
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Nicholas D

Series 66

Waukesha, WI

Focus Partners Wealth, LLC

Nicholas Dewsnap is a financial advisor at Focus Partners Wealth, LLC with 21 years of industry experience. He holds a Series 66 designation and has worked at firms including Churchill Management Group, J.P. Morgan Securities, Chase Investment Services Corp., and Ameriprise. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services. The firm emphasizes long-term, tax- and fee-sensitive portfolio construction using a blend of active and passive strategies within an enhanced open architecture framework.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business sale tax planning Dentist Founder/Business Owner Executive Retired Established Professionals Approaching retirement Values-based investing
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Rachel M

CFP®, Series 65

Norfolk, VA

Focus Partners Wealth, LLC

Rachel Mast is a CFP® and Series 65-licensed 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’s background also includes positions related to faith-based leadership and a period with Shirley's Gourmet Popcorn. Focus Partners Wealth, LLC serves a broad client base including individuals, high-net-worth families, family offices, and institutional clients, offering a wide 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.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business sale tax planning Dentist Founder/Business Owner Executive Retired Established Professionals Approaching retirement Values-based investing
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Dallas K

CFP®, Series 66

Lubbock, TX

Focus Partners Wealth, LLC

Dallas Killman is a CFP® and Series 66 licensed advisor with two years of industry experience. He is currently with Focus Partners Wealth, LLC and has prior experience at Ausdal Financial Partners, INC and Evensky & Katz LLC. Outside of his advisory role, he serves as a finance advisor for the Alpha Delta Pi collegiate chapter, assisting with operating expenses and invoices. Focus Partners Wealth, LLC 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 alongside access to private funds and third-party separate account managers.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business sale tax planning Dentist Founder/Business Owner Executive Retired Established Professionals Approaching retirement Values-based investing
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Michael I

CFP®, Series 63, Series 65

Santa Rosa, CA

Focus Partners Wealth, LLC

Michael Indart is a CFP®-certified advisor at Focus Partners Wealth, LLC with 17 years of industry experience. He has worked at The Colony Group, LLC, Buckingham Strategic Wealth, LLC, and Wells Fargo in various advisory and banking roles. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with comprehensive wealth management, including investment 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 within an enhanced open architecture framework.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business sale tax planning Dentist Founder/Business Owner Executive Retired Established Professionals Approaching retirement Values-based investing
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Vishaal T

CFP®, Series 65

Deerfield, IL

Focus Partners Wealth, LLC

Vishaal Tummala is a CFP® with 10 years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at Kovitz Investment Group Partners, LLC, Strategic Wealth Partners, and Himalaya Enterprise. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, advisory, and retirement plan 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.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business sale tax planning Dentist Founder/Business Owner Executive Retired Established Professionals Approaching retirement Values-based investing
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David P

CFP®, Series 63, Series 66

Harrisburg, PA

Focus Partners Wealth, LLC

David Plante is a CFP® professional with 24 years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at Kovitz Investment Group Partners, Fort Pitt Capital Group, John G. Ullman & Associates, and TD Ameritrade. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients by providing wealth management, financial and tax planning, and retirement plan consulting. The firm employs a long-term investment approach that combines active and passive strategies within an enhanced open architecture framework.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business sale tax planning Dentist Founder/Business Owner Executive Retired Established Professionals Approaching retirement Values-based investing
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Barry M

Series 66

Needham, MA

Focus Partners Wealth, LLC

Barry Morgan is a financial advisor at Focus Partners Wealth, LLC with 15 years of industry experience. He holds the Series 66 designation and has previously worked at The Colony Group, LLC and GW & Wade, LLC. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial planning, and investment 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.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business sale tax planning Dentist Founder/Business Owner Executive Retired Established Professionals Approaching retirement Values-based investing
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Jeffrey J

CFP®, Series 63, Series 65

Lincoln, NE

Focus Partners Wealth, LLC

Jeffrey Johnson is a Certified Financial Planner (CFP®) with 44 years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at Buckingham Strategic Wealth, LPL Financial, Citigroup Global Markets, and the University of Nebraska. Outside of his advisory work, he is an author involved in publishing multiple investment-related books and owns a franchise of "The Maids" in Lincoln, Nebraska. Focus Partners Wealth, LLC serves a broad client base including individuals, high-net-worth families, family offices, and institutional clients, offering 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.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business sale tax planning Dentist Founder/Business Owner Executive Retired Established Professionals Approaching retirement Values-based investing
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John W

Series 63, Series 65

Concord, NH

Focus Partners Wealth, LLC

John Weeks III is a financial advisor at Focus Partners Wealth, LLC with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at The Colony Group, Harvest Capital Management, Merrill, and Banc of America Investment Services. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with a variety of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that blends active and passive strategies within an enhanced open architecture framework.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business sale tax planning Dentist Founder/Business Owner Executive Retired Established Professionals Approaching retirement Values-based investing
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John M

Series 65

Chicago, IL

Focus Partners Wealth, LLC

John Mc Cormick is a Series 65-licensed advisor with two years of industry experience. He is currently with Focus Partners Wealth, LLC and has prior experience at The Colony Group, LLC and InterOcean Capital Group, LLC. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with a comprehensive suite of wealth management, financial planning, 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.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business sale tax planning Dentist Founder/Business Owner Executive Retired Established Professionals Approaching retirement Values-based investing
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Rachel L

CFP®, Series 63

San Diego, CA

Focus Partners Wealth, LLC

Rachel Luken is a CFP® with 23 years of industry experience, currently serving as an advisor at Focus Partners Wealth, LLC since 2025. She previously worked at The Colony Group, LLC and HoyleCohen, LLC and Inc. from 2003 to 2025. 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, third-party managers, and private funds within an enhanced open architecture framework.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business sale tax planning Dentist Founder/Business Owner Executive Retired Established Professionals Approaching retirement Values-based investing
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Louis F

CFA®

Hunt Valley, MD

Focus Partners Wealth, LLC

Louis Foxwell is a CFA® charterholder with five years of industry experience. He is currently with Focus Partners Wealth, LLC and previously worked at The Colony Group, LLC and Connectus Wealth. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, corporate, 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 using both active and passive strategies within an enhanced open architecture framework.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business sale tax planning Dentist Founder/Business Owner Executive Retired Established Professionals Approaching retirement Values-based investing
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Alex H

CFA®

Nashville, TN

Focus Partners Wealth, LLC

Alex Hattenhauer is a CFA® charterholder with four years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at The Colony Group, LLC, InterOcean Capital Group, LLC, and Northern Trust. 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 and includes financial planning, family office services, and access to private funds.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business sale tax planning Dentist Founder/Business Owner Executive Retired Established Professionals Approaching retirement Values-based investing
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Vincent M

Series 63, Series 65

New York, NY

Focus Partners Wealth, LLC

Vincent Marsden is a financial advisor at Focus Partners Wealth, LLC with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at The Colony Group, LLC, GYL Financial Synergies, and Financial Partners Capital Management, LLC. Focus Partners 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.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business sale tax planning Dentist Founder/Business Owner Executive Retired Established Professionals Approaching retirement Values-based investing
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Scott S

CFP®, Series 63

Atlanta, GA

Focus Partners Wealth, LLC

Scott Schaefer is a CFP® certificant with seven years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at Buckingham Strategic Wealth, LLC, GWFS Equities, Inc, and Prophecy International. He is based in Atlanta, GA. 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 utilizing both active and passive strategies alongside private funds and third-party managers.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business sale tax planning Dentist Founder/Business Owner Executive Retired Established Professionals Approaching retirement Values-based investing
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Aaron G

CFP®, Series 66

Denver, CO

Focus Partners Wealth, LLC

Aaron Grey is a CFP®-designated financial advisor with over 21 years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at The Colony Group, LLC, Bam Management, LLC, Buckingham Strategic Wealth, LLC, and Denver Money Manager, LLC. 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 using a blend of active and passive strategies within an enhanced open architecture framework.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business sale tax planning Dentist Founder/Business Owner Executive Retired Established Professionals Approaching retirement Values-based investing
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Oscar C

CFP®

Bethesda, MD

Focus Partners Wealth, LLC

Oscar Cornejo is a CERTIFIED FINANCIAL PLANNER™ professional with four years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at The Colony Group, LLC and Bridgewater Wealth & Financial Management, LLC. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, corporate, and institutional clients with wealth management, advisory services, 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.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business sale tax planning Dentist Founder/Business Owner Executive Retired Established Professionals Approaching retirement Values-based investing
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Alicia M

Series 66

Palo Alto, CA

Focus Partners Wealth, LLC

Alicia Mchugh is a financial advisor at Focus Partners Wealth, LLC with 15 years of industry experience. She holds a Series 66 designation and has previously worked at The Colony Group, Buckingham Strategic Wealth, Buckingham Strategic Partners, Foreside Financial Services, Loring Ward Holdings, and LWI Financial. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, advisory, and retirement plan consulting services. The firm employs a long-term, tax- and fee-sensitive investment approach using a blend of active and passive strategies within an enhanced open architecture framework.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business sale tax planning Dentist Founder/Business Owner Executive Retired Established Professionals Approaching retirement Values-based investing
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Eric A

CFP®, ChFC®, Series 66

Scottsdale, AZ

Focus Partners Wealth, LLC

Eric Anthony is a CFP®, ChFC®, and Series 66-licensed advisor with nine years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at Kovitz Investment Group Partners, TMD Wealth Management, One Charles Private Wealth, and The Vanguard Group. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial planning, 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 under an enhanced open architecture framework.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business sale tax planning Dentist Founder/Business Owner Executive Retired Established Professionals Approaching retirement Values-based investing
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