Alexis Maafoh is a CFP® professional with six years of experience in the financial industry. He is currently with Focus Partners Wealth, LLC and has previously worked at Buckingham Strategic Wealth, LLC, Nova Wealth Management Group, and Genspring/Sun Trust Private Wealth. Maafoh holds a Series 65 license and is based in Atlanta, GA. Focus Partners Wealth serves a diverse client base, including individuals, high-net-worth families, family offices, corporate and retirement plan clients, and institutions. The firm employs a long-term, tax- and fee-sensitive investment approach that integrates fundamental and quantitative analysis, multiple investment strategies, and a broad network of affiliated service companies and product relationships.

Tia Lee is a CFP® with 13 years of industry experience and is currently with Focus Partners Wealth, LLC. She previously worked at Spectrum Wealth Counsel, LLC and Spectrum Management Group, Inc. Focus Partners Wealth serves a diverse range of clients including individuals, high-net-worth families, corporate entities, and institutional investors, offering integrated wealth management services with a long-term, tax- and fee-sensitive investment approach that combines fundamental and quantitative analysis and utilizes a broad array of investment strategies.

Thomas McGrath is a CFP®-certified financial advisor with 19 years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at Ballston Spa National Bank, LPL Financial, and SEFCU. He serves as a board member and director of the Estate Planning Association of Eastern NY, where he is involved in oversight and programming. 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, combining active and passive strategies alongside firm-affiliated private and registered funds.

Martin Stephenitch is a financial advisor at Focus Partners Wealth, LLC with six years of industry experience. He holds the Series 66, Series 63, and Series 65 licenses and has previously worked at The Colony Group, LLC and Scottrade. 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 and integrates a broad range of investment strategies and affiliated services beyond typical custody or manager platforms.

Brian Roemke is a financial advisor at Focus Partners Wealth, LLC with 10 years of industry experience. He previously worked at Buckingham Strategic Wealth, LLC and Prudential Insurance Company of America. Focus Partners Wealth serves a diverse client base including individual, high-net-worth, family office, corporate, retirement plan, and institutional clients, offering a broad range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach utilizing fundamental and quantitative analysis, third-party managers, and a mix of asset classes, supported by an extensive network of affiliated service companies and product relationships.

Kristina Saunders is a CFP® and holds a Series 65 license with 13 years of industry experience. She is currently with Focus Partners Wealth, LLC and has previously worked at The Colony Group, Sterling Capital Management LLC, and Farr Miller & Washington, 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 and offers a range of strategies combining active and passive management within an enhanced open architecture framework.

Sarah Beyrich is a CFA® charterholder and holds a Series 65 license with seven years of industry experience. She has worked at Focus Partners Wealth, LLC since 2025 and previously spent eight years at Jackson, Grant Investment Advisers. Beyrich serves as a paid trustee on three related trusts for family friends, overseeing portfolio managers without initiating investment decisions. 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 combines active and passive strategies and offers a range of specialized investment products and legacy programs.

Derek Taddei is a financial advisor at Focus Partners Wealth, LLC with four years of industry experience. He holds a Series 65 designation and has previously worked at The Colony Group, LLC, HoyleCohen, and Stellar Capital Management, LLC. 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 using a combination of active and passive strategies within an enhanced open architecture framework.

Maury Fertig is a financial advisor at NorthCoast Asset Management LLC with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Focus Partners Wealth, Kovitz Investment Group Partners, and Relative Value Partners Group. He serves as a director on the board of Benefit Security Insurance Company, participating in quarterly meetings. NorthCoast Asset Management provides investment advisory services to individuals, retirement plans, corporations, and charitable organizations. The firm employs a quantitative and systematic investment approach using proprietary models and offers a wide range of strategies including equity, income, and alternatives.

Aimee Hansen is a financial advisor at Focus Partners Wealth, LLC with 10 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at The Colony Group, LLC, Buckingham Strategic Wealth, LLC, and Dental Wealth Advisors, LLC. 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 emphasizes a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that combines active and passive strategies, separate account managers, private funds, mutual funds, and ETFs.

Gray Stangler is a financial advisor at Focus Partners Wealth, LLC in New York, NY, with four years of industry experience. He holds the Series 65 and Series 63 designations and has worked previously at several firms, including J.P. Morgan Securities and Financial Partners Capital Management. Stangler has been with Focus Partners Wealth since 2024. 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 wide range of wealth management and advisory services.

Caden Fehr is a financial advisor with Focus Partners Wealth, LLC in Irvine, CA, holding a Series 65 designation and beginning his advisory career in 2026. Prior to joining Focus Partners Wealth, he held roles at JM Financial Strategies, State Farm, Mercer Advisors, HomeStreet Bank, and has experience in educational and retail settings including Trinity School and Home Depot. 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, family office services, and fiduciary retirement plan services. The firm employs a long-term, tax- and fee-sensitive investment strategy using enhanced open architecture and offers an extensive network of affiliated service companies and product relationships beyond typical custody or manager platforms.

Jacob Masterson is a CFA® charterholder and holds a Series 65 license with six years of industry experience. He currently works at Focus Partners Wealth, LLC, where he has been employed since 2024. Prior to that, he spent seven years at Buckingham Asset Management, LLC, and three years at Schweitzer UHC. Focus Partners Wealth, LLC 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 that combines fundamental and quantitative analysis with a broad range of investment options, including public equities, fixed income, alternatives, and options-based strategies, supported by an extensive network of affiliated service companies and product relationships.

Shannon Linder is a CFP® professional with 25 years of industry experience, currently with Focus Partners Wealth, LLC. Her career includes roles at The Colony Group, Buckingham Strategic Wealth, Executive Wealth Management, and LPL Financial. Outside her advisory work, she also holds a position as office manager at Heartland Sales. Focus Partners Wealth serves a diverse client base including individuals, families, corporate and institutional clients, offering investment management, financial counseling, and a range of wealth services. The firm employs a long-term, tax- and fee-sensitive investment approach using enhanced open architecture and manages a broad platform of affiliated funds and private pooled vehicles.

Thomas Buhrmann is a financial advisor at Focus Partners Wealth, LLC with 12 years of industry experience. He holds a Series 65 designation and has worked previously at Kovitz Investment Group Partners, LLC and Strategic Wealth Partners Group 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 private and registered funds.

Brooke Warner is a CFP®, CFA®, and Series 66-licensed financial advisor with 12 years of industry experience. She is currently with Focus Partners Wealth, LLC and previously worked at HoyleCohen, LLC and WheelerFrost-Wealth Managers. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, retirement plans, institutions, and businesses. The firm uses a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that combines active and passive strategies alongside firm-affiliated private and registered funds.

Elizabeth Gustafson is a financial advisor with Focus Partners Wealth, LLC, holding a Series 65 designation and three years of industry experience. Prior to joining Focus Partners Wealth, she worked at Merriman and Roehl & Yi Investment Advisors, LLC. Gustafson has also been involved with the Boys and Girls Clubs of Emerald Valley. 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 with a broad platform that includes investment management, financial counseling, family office services, and access to affiliated service companies offering insurance, lending, and real estate investment solutions.

Julie Colucci is a CFP® and holds a Series 65 license with nine years of experience in financial advisory. She is currently with Focus Partners Wealth, LLC and has previously worked at The Colony Group, LLC, Connectus Wealth Advisers, and NEIRG Wealth Management, LLC. Focus Partners Wealth serves a broad 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 strategy using enhanced open architecture and integrates a variety of managed and held-away assets alongside a network of affiliated service companies offering insurance, lending, cash management, and real estate investment solutions.

Maxwell Suchomel is a financial advisor at Focus Partners Wealth, LLC in Boston, MA, holding a Series 65 designation with one year of industry experience. Prior to joining Focus Partners Wealth in 2024, he worked at Auctane and has held various roles in education. Focus Partners Wealth 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 within an enhanced open architecture framework that integrates active and passive strategies, separate account managers, private funds, mutual funds, and ETFs.

Zachary Brown is a financial advisor at Focus Partners Wealth, LLC with two years of industry experience. He holds a Series 65 designation and has worked previously at The Colony Group, LLC and McClow Clark and Berk PA. Focus Partners Wealth serves a diverse client base that includes individuals, high-net-worth families, corporate, retirement plan, and institutional clients. The firm offers a range of wealth management services and employs a long-term, tax- and fee-sensitive investment approach utilizing enhanced open architecture and a variety of investment strategies.