Jennifer Yacoube is a CFP® professional with 10 years of industry experience, currently serving at Focus Partners Wealth, LLC since 2025. She previously worked at Adero Partners, LLC, ALPS Distributors, Inc, and Litman Gregory Asset Management, LLC. Outside of her advisory role, she owns a vacation rental property in Dillon Beach. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth clients, family offices, corporations, retirement plans, and institutions. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework and offers a wide range of wealth management and financial services.

Jerry Slone is a Series 66-licensed financial advisor with 19 years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at The Colony Group, LLC, Buckingham Asset Management, LLC, and Arnett Carbis Toothman Wealth Advisors 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 utilizes a long-term investment approach that emphasizes tax- and fee-sensitivity within an enhanced open architecture framework, combining active and passive strategies alongside various specialized offerings.

Rachel Zibrak is a financial advisor at Focus Partners Wealth, LLC with 16 years of industry experience. She holds a Series 65 designation and has worked at The Colony Group, LLC since 2021 and Derby And Company, Inc. from 2014 to 2021. 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, tax- and fee-sensitive investment approach within an enhanced open architecture framework that combines active and passive strategies, private funds, and other investment vehicles.

Brendan Treanor is a financial advisor at Focus Partners Wealth, LLC with a Series 65 designation and recent entry into the industry. His prior work experience includes roles at Coastal Caroline National Bank, Carrier Enterprise, and positions during his time at the University of South Carolina. Focus Partners Wealth serves a diverse client base including individual, high-net-worth, family office, corporate, retirement plan, and institutional clients, offering a range of investment management and wealth services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines fundamental and quantitative analysis alongside a broad network of affiliated service companies and product relationships.

Jeffrey Darien is a financial advisor at Focus Partners Wealth, LLC with 20 years of industry experience. He holds Series 63, 65, and 66 licenses and has previously worked at Churchill Management Group, Oppenheimer, Bank of America, Merrill, Mach Five, and Charles Schwab. 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, tax- and fee-sensitive investment approach that integrates active and passive strategies within an enhanced open architecture framework.

Kenneth Rosenbaum is a financial advisor at Focus Partners Wealth, LLC with 27 years of industry experience. He holds Series 63 and Series 65 designations and has worked 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, 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 alongside various specialized offerings.

Stephen Stelljes is a CFP® professional with 19 years of industry experience, currently affiliated with Focus Partners Wealth, LLC. He has worked at The Colony Group, LLC since 1998. Focus Partners Wealth, LLC provides wealth advisory and investment management services to a broad client base including individuals, families, retirement plans, and institutions. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that combines active and passive strategies across various investment vehicles.

Patrick Donnelly is a Certified Financial Planner (CFP®) with 20 years of industry experience. He is currently with Focus Partners Wealth, LLC and has been with The Colony Group, LLC since 2012. 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 combines active and passive strategies within an enhanced open architecture framework and offers a range of specialized strategies and financial services.

Vincent Fieg is a financial advisor at Focus Partners Wealth, LLC with a Series 65 designation and one year of industry experience. Prior to joining Focus Partners Wealth, he held roles at Neighborhood House Charter School, the US Postal Service, and LPL Financial, among others. Focus Partners Wealth, LLC provides wealth advisory and investment management services to a diverse client base including individuals, high-net-worth families, 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 various specialized offerings.

Tara Elmaleh is a financial advisor at Focus Partners Wealth, LLC with 19 years of industry experience. She holds a Series 65 designation and has worked at The Colony Group, LLC since 2019 and Steinberg Global Asset Management from 2000 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, 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.

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 worked at several firms, including Sonora Investment Management Group, LLC and Marcus Engineering, 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 investment approach that integrates active and passive strategies within an enhanced open architecture framework and offers a range of fiduciary, tax, business management, and concierge services.

Trever Helmstead is a financial advisor at NorthCoast Asset Management LLC with 17 years of industry experience. He holds the CFP®, CFA®, and Series 63 credentials. His prior roles include positions at Focus Partners Wealth, Kovitz Investment Group Partners, Telemus Capital, Bank of Ann Arbor, and Comerica Securities. NorthCoast Asset Management provides investment advisory services to individuals, retirement plans, corporations, and charitable organizations. The firm employs a quantitative and systematic investment approach with proprietary models and risk management techniques, offering a wide range of portfolio strategies including alternatives and private investment vehicles.

Steven Ulbrich is a financial advisor at Focus Partners Wealth, LLC with six years of industry experience. He holds the Series 66 designation and previously worked at The Colony Group, LLC, GYL Financial Synergies, Vision Financial Markets, and Tarpon Trading. Outside of his advisory role, 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 a diverse client base including individual, high-net-worth, family office, corporate, retirement plan, and institutional clients. The firm offers a comprehensive range of wealth management and advisory services, utilizing a long-term, tax- and fee-sensitive investment approach that combines fundamental and quantitative analysis along with a broad platform of affiliated service companies and product relationships.

Jennifer Graff is a Series 65-licensed financial advisor with 14 years of industry experience. She currently works at Focus Partners Wealth, LLC and previously held roles at The Colony Group, LLC, Buckingham Strategic Wealth, LLC, and Strasbaugh Financial Advisory, 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 that combines fundamental and quantitative analysis with third-party managers and offers a broad range of wealth services and investment options.

Jebalakshi Arnold is a CFP® and holds a Series 65 license with 20 years of industry experience. She is currently with Focus Partners Wealth, LLC and has previously worked at The Colony Group, LLC and Harvest Capital Management Inc. 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 integrates tax- and fee-sensitive strategies across active and passive investments within an enhanced open architecture framework.

Adam Willis is a financial advisor at Focus Partners Wealth, LLC with seven years of industry experience. He holds Series 65 and Series 63 licenses and has worked at The Colony Group, LLC, GW & Wade, LLC, Trust Advisory Group, Ltd., and Table Rock Infrastructure Partners. Willis also has experience in political campaigns and academia, having worked on a U.S. Senate election and at UMass Amherst. Focus Partners Wealth serves a diverse client base, including individuals, families, corporate and institutional clients, offering a range of investment management and wealth services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines fundamental and quantitative analysis and integrates advice across managed and held-away assets.

Stephen Marsters is a financial advisor at Focus Partners Wealth, LLC with six years of industry experience. He holds a Series 65 designation and has worked previously at The Colony Group, LLC and GW & Wade, 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, private funds, and ETFs.

Jason Petitte is a CFA® charterholder with 22 years of industry experience. He is currently with NorthCoast Asset Management LLC and has previously worked at Kovitz Investment Group Partners, LLC, and Kovitz Securities, LLC. NorthCoast Asset Management provides investment advisory services to individuals, retirement plans, corporations, and charitable organizations through a quantitative and systematic investment approach. The firm offers a broad range of strategies including separately managed accounts, private credit, private equity, and private real estate interval funds.

Mark Pelersi is a financial advisor with Focus Partners Wealth, LLC in Albany, NY, holding Series 63 and Series 65 licenses and possessing four years of industry experience. His prior roles include positions at The Colony Group, LLC, Rockefeller Capital Management, Shade Tree Advisors LLC, and Ayco, a Goldman Sachs Company. Focus Partners Wealth serves a diverse client base including individuals, families, corporations, retirement plans, and institutions. The firm uses a long-term, tax- and fee-sensitive investment approach combining fundamental and quantitative analysis with a range of investment options and integrates services across managed and held-away assets.

Matthew Ilteris is a CFP® with 15 years of industry experience, currently affiliated with Focus Partners Wealth, LLC. He has been with The Colony Group, LLC since 2005. 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 alongside various specialized offerings.