Peter Mueller is a CFP® professional with 10 years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at The Colony Group, LLC, HoyleCohen, LLC, and Libbie Agran Financial Services & Seminars. Focus Partners Wealth, LLC 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 within an enhanced open architecture framework.

Susan Strasbaugh is a CFP®-certified financial advisor with 27 years of industry experience. She currently works at Focus Partners Wealth, LLC and previously served at Buckingham Asset Management, LLC and Strasbaugh Financial Advisory. 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, third-party managers, and private funds within an enhanced open architecture framework.

Parker Walsh is a Series 65 licensed advisor at Focus Partners Wealth, LLC with one year of industry experience. His prior roles include positions at Sustainable Leaders Investment Management, Arrowside Capital, and LIQUIDSports. He also has a background that includes academic work at the University of Richmond and teaching at Dover Sherborn High School. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial and tax planning, and retirement plan consulting services. The firm employs a long-term, tax- and fee-sensitive investment approach combining active and passive strategies, third-party managers, and private funds.

Joshua Swartz is a CFP® professional with eight years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at The Colony Group, Gratus Capital, LLC, and JPH Advisory Group. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services. The firm employs a long-term investment approach that combines active and passive strategies, third-party managers, and private funds under an enhanced open architecture framework.

Justin Wiles is a financial advisor with Focus Partners Wealth, LLC, holding a Series 66 designation and eight years of industry experience. He has worked at GW & Wade in various capacities from 2015 to 2023 and joined The Colony Group, LLC in 2024. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients, providing wealth management, financial and tax planning, and employee benefit consulting. 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.

Jeffrey Chernitzer is a PFS™ credentialed advisor at Focus Partners Wealth, LLC with 26 years of industry experience. He previously worked at Buckingham Strategic Wealth, LLC and Wealthquest Financial Services, LLC, and maintained a long-standing role at Wall, Einhorn & Chernitzer, P.C. outside the investment field. He also serves on the board of the ODU Athletic Foundation, a nonprofit organization. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with a comprehensive suite 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 within an enhanced open architecture framework.

Alexis Maafoh is a CFP® with six years of industry experience, currently affiliated with Focus Partners Wealth, LLC. Prior to joining Focus Partners Wealth, Alexis worked at Buckingham Strategic Wealth, Nova Wealth Management Group, and Genspring/Sun Trust Private Wealth. 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 that combines active and passive strategies within an enhanced open architecture framework.

Tia Lee is a CFP® professional with 13 years of industry experience. She is currently with Focus Partners Wealth, LLC and previously worked at Spectrum Wealth Counsel, LLC and Spectrum Management Group, Inc. She is based in Indianapolis, IN. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, advisory services, 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.

Thomas Mcgrath is a CFP® with 20 years of experience in the financial advisory industry. He is currently with Focus Partners Wealth, LLC and previously worked at Ballston Spa National Bank, LPL Financial, and SEFCU. Mcgrath serves as a board member and director for the Estate Planning Association of Eastern NY, where he provides oversight and leadership for the professional association. Focus Partners Wealth, LLC 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 that combines active and passive strategies, third-party managers, and private funds within an “enhanced open architecture” framework.

Martin Stephenitch is a financial advisor at Focus Partners Wealth, LLC with six years of industry experience. He holds Series 63, 65, and 66 licenses. His prior work includes positions at The Colony Group, LLC, Scottrade, and Equitable Advisors. Focus Partners serves individuals, high-net-worth families, family offices, corporate, and institutional clients with wealth management and advisory services, employing a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Brian Roemke is a financial advisor at Focus Partners Wealth, LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses. His prior roles include positions at Buckingham Strategic Wealth, LLC and Prudential Insurance Company of America. Focus Partners Wealth serves individuals, families, family offices, and institutional clients with wealth management, financial planning, and consulting services. The firm employs a long-term, tax- and fee-sensitive investment approach blending active and passive strategies within an enhanced open architecture framework.

Kristina Saunders is a CFP® professional with 13 years of experience in financial advising. She is currently with Focus Partners Wealth, LLC and has previously worked at The Colony Group, Sterling Capital Management, Farr Miller & Washington, and Cassaday & Co Inc. Focus Partners 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 that combines active and passive strategies within an enhanced open architecture framework.

Sarah Beyrich is a CFA® charterholder and Series 65-licensed advisor at Focus Partners Wealth, LLC with seven years of industry experience. Before joining Focus Partners in 2025, she worked for eight years at Jackson, Grant Investment Advisers and has prior experience at Eagle Manufacturing Co. She serves as a paid trustee for three related family trusts, overseeing portfolio managers without initiating investment decisions. Focus Partners Wealth, LLC 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 combines active and passive strategies within a long-term, tax- and fee-sensitive framework, utilizing fundamental and quantitative analysis alongside specialized tools such as trend-following and options overlay strategies.

Derek Taddei is a financial advisor at Focus Partners Wealth, LLC with four years of industry experience. He holds the Series 65 designation and has worked previously at The Colony Group, LLC, HoyleCohen, and Stellar 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.

Maury Fertig is a financial advisor at Focus Partners Wealth, LLC with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Focus Partners Wealth since 2026. His prior experience includes roles at Kovitz Investment Group Partners and Relative Value Partners, where he held positions for nearly 20 years combined. Fertig also serves as a director on the board of Benefit Security Insurance Company. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients, offering wealth management, financial planning, and retirement plan consulting services. The firm employs a long-term, tax- and fee-sensitive investment approach combining active and passive strategies, third-party managers, and private funds.

Aimee Hansen is a financial advisor at Focus Partners Wealth, LLC with 11 years of industry experience. She holds Series 63 and Series 65 registrations and has previously worked at The Colony Group, LLC, Buckingham Strategic Wealth, LLC, and Dental Wealth Advisors, LLC. Hansen is based in Bellevue, WA. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial planning, and advisory services. The firm employs an enhanced open architecture investment approach combining active and passive strategies, third-party managers, and private funds to build long-term, tax- and fee-sensitive portfolios.

Gray Stangler is a financial advisor at Focus Partners Wealth, LLC with four years of industry experience. He holds the Series 63 and Series 65 designations. His prior experience includes roles at GYL Financial Synergies, LLC, Financial Partners Capital Management, and Williams Jones Wealth Management. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial planning, retirement consulting, and access to private investment vehicles. The firm employs a long-term, tax- and fee-sensitive approach combining active and passive strategies within an enhanced open architecture framework.

Caden Fehr is a financial advisor at Focus Partners Wealth, LLC with a Series 65 designation and one year of industry experience. His prior roles include positions at JM Financial Strategies, State Farm, Mercer Advisors, HomeStreet Bank, and Trinity School. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial planning, and retirement plan consulting. The firm combines active and passive strategies within a tax- and fee-sensitive framework and offers access to private funds and specialized investment solutions.

Jacob Masterson is a CFA® charterholder and Series 65 licensee based in St. Louis, MO, with six years of industry experience. He has worked at Focus Partners Wealth, LLC since 2024, following a seven-year tenure at Buckingham Asset Management, LLC. Prior to his professional career, he was a student from 2009 to 2017. 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 that combines active and passive strategies, quantitative analysis, and specialized portfolio tools within an enhanced open architecture framework.

Shannon Linder is a CFP®-designated financial advisor with 26 years of industry experience. He is currently with Focus Partners Wealth, LLC and previously worked at Buckingham Strategic Wealth, Executive Wealth Management, Waddell & Reed, and Securities America Advisors. Outside of advising, he holds a role as an office manager with Heartland Sales. 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 that blends active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.