Thomas Buhrmann is a financial advisor at Focus Partners Wealth, LLC with 13 years of industry experience. He holds a Series 65 designation and previously worked at Kovitz Investment Group Partners, LLC and Strategic Wealth Partners Group LLC. Focus Partners Wealth 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 that combines active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Brooke Warner is a CFP®, CFA®, and Series 66-licensed financial advisor at Focus Partners Wealth, LLC with 13 years of industry experience. She has worked at several firms, including HoyleCohen, LLC, WheelerFrost-Wealth Managers, Equitable Advisors, and National Planning Corporation. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, advisory, and financial planning services. 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.

Elizabeth Gustafson is a Series 65-licensed advisor at Focus Partners Wealth, LLC with three years of industry experience. She previously worked at Merriman and Roehl & Yi Investment Advisors, LLC. Prior to her financial advisory career, she was involved with the Boys and Girls Clubs of Emerald Valley. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with a comprehensive 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, third-party managers, and private funds within an enhanced open architecture framework.

Julie Colucci is a CFP® and Series 65 licensed advisor with nine years of industry experience. 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 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’s investment approach combines active and passive strategies within an enhanced open architecture framework, utilizing both fundamental and quantitative analysis.

Maxwell Suchomel is a financial advisor at Focus Partners Wealth, LLC with a Series 65 designation and one year of industry experience. His prior work includes roles at Auctane and positions in education at several schools and The University of Texas at Austin. Focus Partners Wealth serves individuals, high-net-worth families, family offices, corporate, 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.

Zachary Brown is a financial advisor with Focus Partners Wealth, LLC in Jacksonville, FL, holding a Series 65 designation and two years of industry experience. He previously worked at The Colony Group, LLC and has longstanding experience with McClow Clark and Berk PA since 2010. Focus Partners Wealth serves individuals, high-net-worth families, family offices, corporate, and institutional clients, offering a 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.

Jennifer Yacoube is a CFP® with 10 years of industry experience, currently advising at Focus Partners Wealth, LLC. She previously worked at Adero Partners, LLC, ALPS Distributors, Inc., Litman Gregory Asset Management, LLC, and The Strategic Financial Alliance, Inc. Outside of her advisory role, she owns and manages a vacation rental property in Dillon Beach. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with comprehensive wealth management services. The firm’s investment approach combines active and passive strategies within an enhanced open architecture framework, utilizing fundamental and quantitative analysis along with specialized tools such as trend-following and options overlay strategies.

Jerry Slone is a financial advisor at Focus Partners Wealth, LLC with 20 years of industry experience. He holds a Series 66 designation and has previously worked at The Colony Group, LLC, Buckingham Asset Management, LLC, and Arnett Carbis Toothman Wealth Advisors LLC. Focus Partners 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 combining active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Rachel Zibrak is a Series 65-licensed advisor at Focus Partners Wealth, LLC with 16 years of industry experience. She has previously worked at The Colony Group, LLC, Derby And Company, Inc., Rinet Company, LLC, and New England Private Wealth Advisors, LLC. Focus Partners 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.

Brendan Treanor is a financial advisor at Focus Partners Wealth, LLC with a Series 65 credential and less than one year of industry experience. His prior work includes roles at Coastal Caroline National Bank and Carrier Enterprise, as well as several positions held during and after his studies at the University of South Carolina. Focus Partners serves individuals, high-net-worth families, family offices, corporate, and institutional clients with wealth management, investment advisory, financial and tax planning, family office and business management, and retirement plan consulting 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 under an enhanced open architecture framework.

Jeffrey Darien is a financial advisor at Focus Partners Wealth, LLC with 20 years of industry experience. He holds Series 63, 65, and 66 designations. His prior work includes roles at Churchill Management Group, Oppenheimer, Bank of America, Merrill, Charles Schwab, Morgan Stanley, and several other firms. 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 emphasizes long-term, tax- and fee-sensitive portfolio construction using an enhanced open architecture framework that combines active and passive strategies along with access to private funds and separate account managers.

Kenneth Rosenbaum is a financial advisor at Focus Partners Wealth, LLC with 28 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including The Colony Group, LLC, Bam Management, LLC, Buckingham Strategic Wealth, LLC, and UBS Financial Services. Focus Partners Wealth serves individuals, high-net-worth families, family offices, corporate, 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 combines active and passive strategies within an enhanced open architecture framework.

Stephen Stelljes is a Certified Financial Planner (CFP®) with 20 years of industry experience. He is currently with Focus Partners Wealth, LLC and previously worked for 13 years at The Colony Group, LLC. Focus Partners serves individuals, high-net-worth families, family offices, corporate, and institutional clients with comprehensive wealth management and advisory services. The firm uses a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Patrick Donnelly is a CFP® and Series 65-registered financial advisor with 21 years of industry experience. He has worked at The Colony Group, LLC since 2012 and previously spent seven years with Mintz Levin Financial Advisors LLC. He is based in St. Louis, MO and is affiliated with Focus Partners Wealth, LLC. Focus Partners serves individuals, high-net-worth families, family offices, corporate, and institutional clients with a range of 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.

Vincent Fieg is a financial advisor at Focus Partners Wealth, LLC in Boston, MA, holding a Series 65 designation. He joined Focus Partners Wealth in 2025 and has prior work experience at several organizations including Neighborhood House Charter School and the US Postal Service. 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 an investment approach that combines active and passive strategies within an enhanced open architecture framework.

Tara Elmaleh is a financial advisor at Focus Partners Wealth, LLC with 20 years of industry experience. She holds a Series 65 designation and has worked with The Colony Group, LLC since 2019 and Steinberg Global Asset Management from 2000 to 2019. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, advisory, financial planning, and employee benefit consulting services. 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.

Edwin Hopper 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 Sonora Investment Management Group, Marcus Engineering, IDEA2SUCCESS Biz, RMH Investment Management, and Orchid Run Investments. Focus Partners Wealth serves individuals, families, family offices, and institutional clients with wealth management, financial planning, and retirement plan consulting. The firm uses a long-term, tax- and fee-sensitive investment approach combining active and passive strategies, third-party managers, and private funds.

Trever Helmstead is a CFP®, CFA®, and Series 63-licensed advisor with 18 years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at Kovitz Investment Group Partners, Telemus Capital, and Bank of Ann Arbor. Focus Partners Wealth, LLC provides wealth management and advisory services to individuals, high-net-worth families, family offices, and institutional clients, including ERISA retirement plans. 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.

Steven Ulbrich is a financial advisor with Focus Partners Wealth, LLC, holding a Series 66 designation and six years of industry experience. His prior firms include The Colony Group, LLC, GYL Financial Synergies, Vision Financial Markets, and Tarpon Trading. Outside of advisory work, he is involved in a family business, E & S U Global LLC, which provides access to commercial lending and credit card processing services. Focus Partners Wealth 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, emphasizing long-term, tax- and fee-sensitive portfolio construction.

Jennifer Graff is a financial advisor at Focus Partners Wealth, LLC with 15 years of industry experience. She holds the Series 65 designation and has worked at several firms, including The Colony Group, LLC, Buckingham Strategic Wealth, LLC, and Strasbaugh Financial Advisory, Inc. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, corporate and institutional clients with a range 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, third-party managers, and private funds.