David Plante is a CFP® certificant with 23 years of industry experience, currently serving at Focus Partners Wealth, LLC. His prior roles include positions at Kovitz Investment Group Partners, LLC, Fort Pitt Capital Group LLC, John G. Ullman & Associates, and TD AMeritrade. 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 investment approach that emphasizes tax- and fee-sensitivity within an enhanced open architecture framework, combining active and passive strategies, private funds, and mutual funds.

Barry Morgan is a financial advisor with Focus Partners Wealth, LLC, holding a Series 66 designation and 15 years of industry experience. He previously worked at GW & Wade, LLC and GW & Wade Asset Management Co., LLC before joining The Colony Group, LLC. 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 within an enhanced open architecture framework that integrates active and passive strategies, specialized funds, and legacy programs from merged firms.

Jeffrey Johnson is a CFP® with 43 years of industry experience, currently affiliated with Focus Partners Wealth, LLC. His prior roles include positions at The Colony Group, Buckingham Strategic Wealth, Executive Wealth Management, LPL Financial, and the University of Nebraska. Outside of financial advising, he is an author and publisher of multiple investment-related books and owns a franchise of Lincoln Clean Homes, LLC. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, institutions, and businesses, employing a long-term investment approach that combines active and passive strategies within an enhanced open architecture framework. The firm offers a broad range of services including portfolio management, financial counseling, family office support, and fiduciary consulting.

John Weeks III is a financial advisor at Focus Partners Wealth, LLC with 18 years of industry experience. He holds Series 63 and Series 65 designations and has worked at The Colony Group, LLC since 2019 and Harvest Capital Management, Inc. from 2011 to 2019. 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, private funds, mutual funds, and ETFs.

John Mc Cormick is a financial advisor at Focus Partners Wealth, LLC based in Chicago, IL, holding a Series 65 designation with two years of industry experience. He previously worked at InterOcean Capital Group, LLC and The Colony Group, LLC. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, retirement plans, institutions, and businesses, offering a range of portfolio management, financial counseling, and fiduciary services. The firm employs a long-term, tax- and fee-sensitive investment approach that integrates active and passive strategies within an enhanced open architecture framework.

Rachel Luken is a CFP® with 23 years of industry experience. She is currently with Focus Partners Wealth, LLC, having joined in 2025 after working at The Colony Group, LLC and HoyleCohen, LLC. 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 along with a range of specialized investment offerings.

Louis Foxwell is a CFA® charterholder with four years of industry experience, currently serving as a financial advisor at Focus Partners Wealth, LLC. Prior to this role, he worked at The Colony Group, LLC, and Connectus Wealth. Focus Partners Wealth serves a diverse 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 featuring enhanced open architecture, fundamental and quantitative analysis, and an extensive network of affiliated service companies offering various financial and insurance solutions.

Alex Hattenhauer is a CFA® charterholder with three years of industry experience, currently serving at Focus Partners Wealth, LLC. His prior experience includes roles at The Colony Group, LLC, InterOcean Capital Group, LLC, and Northern Trust. 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 combines active and passive strategies and offers a range of specialized investment options and legacy programs.

Vincent Marsden is a financial advisor at Focus Partners Wealth, LLC in New York, NY, holding Series 63 and Series 65 designations with 18 years of industry experience. He has worked at The Colony Group, LLC, GYL Financial Synergies, and Financial Partners Capital Management, LLC. 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 an enhanced open architecture framework and offers a broad range of financial and fiduciary services.

Scott Schaefer is a CFP®-credentialed financial advisor with seven years of industry experience. He currently works at Focus Partners Wealth, LLC and has prior experience at Buckingham Strategic Wealth, LLC, GWFS Equities, Inc, and Prophecy International. 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 utilizing enhanced open architecture and offers a broad range of wealth management, financial counseling, and sub-advisory services.

Aaron Grey is a CFP® professional with 20 years of industry experience, currently affiliated with Focus Partners Wealth, LLC in Denver, CO. His prior roles include positions at The Colony Group, LLC, Bam Management, LLC, and Buckingham Strategic Wealth, LLC. Focus Partners Wealth, LLC provides wealth advisory and investment management services to a diverse client base, including individuals, high-net-worth families, and institutions. The firm employs a long-term investment approach that integrates tax- and fee-sensitivity within an enhanced open architecture framework, combining active and passive strategies across various investment vehicles.

Oscar Cornejo is a CFP® professional at Focus Partners Wealth, LLC with three years of industry experience. He has worked at The Colony Group, LLC since 2018 and previously at Bridgewater Wealth & Financial Management, LLC and Virginia Tech. 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 family office services. The firm employs a long-term, tax- and fee-sensitive investment approach that integrates active and passive strategies within an enhanced open architecture framework.

Alicia Mchugh is a financial advisor at Focus Partners Wealth, LLC with 14 years of industry experience. She holds a Series 66 designation and has worked at firms including The Colony Group, Buckingham Strategic Wealth, Buckingham Strategic Partners, Foreside Financial Services, Loring Ward Holdings, and Lwi Financial Inc. 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 using an enhanced open architecture framework that combines active and passive strategies, private funds, and ETFs.

Eric Anthony is a CFP®, ChFC®, and holds a Series 66 license with nine years of industry experience. He is currently with Focus Partners Wealth, LLC and previously worked at Kovitz Investment Group Partners, LLC, TMD Wealth Management LLC, One Charles Private Wealth, and The Vanguard Group, Inc. 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 using enhanced open architecture, combining fundamental and quantitative analysis with third-party managers and alternative strategies, supported by a broad network of affiliated service companies and product relationships.

Peter Mueller is a CFP® professional with nine years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at The Colony Group, LLC and HoyleCohen, LLC. Prior to that, he spent 18 years at Libbie Agran Financial Services & Seminars. 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 across various investment vehicles.

Susan Strasbaugh is a CFP® professional with 27 years of industry experience, currently with Focus Partners Wealth, LLC. Her prior roles include positions at The Colony Group, LLC, Buckingham Asset Management, LLC, and running Strasbaugh Financial Advisory for two decades. 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’s investment approach combines active and passive strategies within a tax- and fee-sensitive framework and offers a range of specialized services including portfolio management, financial counseling, and family office services.

Parker Walsh is a financial advisor at Focus Partners Wealth, LLC with one year of industry experience. He holds a Series 65 designation and has worked at firms including Sustainable Leaders Investment Management and Arrowside Capital. Walsh also spent four years affiliated with the University of Richmond. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, corporate, retirement plan, and institutional clients, providing investment management, financial counseling, and a range of wealth services. The firm employs a long-term, tax- and fee-sensitive investment approach with a blend of fundamental and quantitative analysis, third-party managers, and alternative strategies, supported by a broad network of affiliated service companies.

Joshua Swartz is a CFP® professional with eight years of industry experience. He is currently an advisor at Focus Partners Wealth, LLC, where he has worked since 2025. His prior experience includes roles at The Colony Group, Gratus Capital, LLC, and JPH Advisory Group. 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 using enhanced open architecture and offers integrated wealth services along with access to affiliated service companies and diverse investment solutions.

Justin Wiles is a financial advisor at Focus Partners Wealth, LLC with eight years of industry experience. He holds the Series 66 designation and has worked at The Colony Group, LLC since 2024. Prior to that, he spent several years at GW & Wade, LLC and its affiliated entities. 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 investment approach that combines active and passive strategies within an enhanced open architecture framework.

Jeffrey Chernitzer is a PFS™ with 26 years of experience in the financial industry. He has worked at Focus Partners Wealth, LLC since 2024, following six years at Buckingham Strategic Wealth, LLC and 18 years at Wealthquest Financial Services, LLC. He is also a longtime shareholder of the CPA firm Wall, Einhorn & Chernitzer, P.C., and serves on the board of the ODU Athletic Foundation. Focus Partners Wealth provides investment management, financial counseling, and a range of wealth services to individual, high-net-worth, family office, corporate, retirement plan, and institutional clients. The firm employs a long-term, tax- and fee-sensitive investment approach and offers access to a broad array of investment solutions, including public equities, fixed income, alternative investments, and options strategies.