Ryan Berning is a CFP® with nine years of industry experience, currently serving at Focus Partners Wealth, LLC since 2024. He previously worked at Buckingham Strategic Wealth, LLC, Confluence Wealth Management, and CTC myCFO. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, family offices, corporations, retirement plans, and institutional investors. The firm employs a long-term, tax- and fee-sensitive investment approach utilizing enhanced open architecture that integrates fundamental and quantitative analysis, consultant-derived assumptions, and third-party managers.

Caroline Aitoro is a financial advisor at Focus Partners Wealth, LLC with six years of industry experience. She holds a Series 66 designation and has previously worked at GYL Financial Synergies, LLC and Morgan Stanley. 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, separate account managers, private funds, mutual funds, and ETFs.

Jonathan Yolles is a financial advisor at Focus Partners Wealth, LLC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at The Colony Group, LLC and GYL Financial Synergies, LLC. Outside of his advisory work, he serves as the head coach for the Avon High School boys basketball team. 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 a combination of fundamental and quantitative analysis alongside third-party managers, and offers integrated wealth services across managed and held-away accounts.

Michael Dixon is a CFP® with 28 years of industry experience, currently serving at Focus Partners Wealth, LLC since 2024. Prior to this, he worked at InterOcean Capital Group, LLC for four years and spent 21 years at Charles Schwab. 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 that integrates fundamental and quantitative analysis, third-party managers, and alternative strategies.

Andre Tueros is a CFP® professional with a Series 66 designation currently affiliated with Focus Partners Wealth, LLC. He has held roles at several firms including Corient, Equitable Advisors, LLC, and Mercer Advisors, accumulating experience since 2023. His background also includes positions in education and service industries. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, 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 approach using enhanced open architecture with fundamental and quantitative analysis, integrating various asset classes and third-party managers.

Marc Brenner is a financial advisor at NorthCoast Asset Management LLC with 24 years of industry experience. He holds the Series 63 and Series 66 designations. His prior roles include positions at Kovitz Investment Group Partners, LLC and Foreside Financial Services, LLC. Outside of his advisory work, he serves as Vice Chairman and principal at Kovitz Investment Group Partners, where he manages real estate investment activities and fund administration. NorthCoast Asset Management provides investment advisory services to individuals, retirement plans, corporations, and charitable organizations. The firm employs a quantitative and systematic investment approach, offering a variety of portfolio management strategies including private credit, private equity, and private real estate interval funds.

Carol Vander Sluis is a financial advisor with Focus Partners Wealth, LLC in Madison, WI, holding Series 63 and Series 65 credentials and 14 years of industry experience. Her prior experience includes roles at Kovitz Investment Group Partners, LLC, Winslow Capital Management, LLC, and Chorus Madison, LLC. Outside of advisory work, she is a partner in TASC FORCE, LLC, a franchise ownership business. 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 integrates fundamental and quantitative analysis, offering a wide range of advisory services and specialized investment strategies across multiple asset classes.

Arthur Urban is a CFP® and CFA® with nine years of industry experience, currently advising at Focus Partners Wealth, LLC since 2024. He previously worked at Connectus Wealth, LLC, Mid-Continent Capital, and Martin Investment Management. Outside of finance, he operates Airplane Adventures LLC, where he provides flight instruction. Focus Partners Wealth, LLC offers 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 combines active and passive strategies across various asset classes.

Daniel Goldie is a CFP® and CFA® with 27 years of experience in the financial industry. He is currently with Focus Partners Wealth, LLC and has previously worked at Bam Management, LLC, Buckingham Strategic Wealth, LLC, and operated his own firm, Dan Goldie Financial Services LLC. 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 that incorporates fundamental and quantitative analysis, consultant-derived capital market assumptions, and third-party separate account managers, offering both discretionary and nondiscretionary advice across a broad array of asset types and strategies.

James Johnston is a CFP® professional with five years of industry experience, currently serving at Focus Partners Wealth, LLC. He has been with The Colony Group, LLC since 2016. 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 investment approach that emphasizes tax- and fee-sensitivity within an enhanced open architecture framework, combining active and passive strategies alongside various specialized offerings.

Jayne Smith is a CFA® charterholder with 32 years of industry experience. She currently serves at Focus Partners Wealth, LLC and has previously worked at Adero Partners, LLC and Vista Wealth Management, 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 along with various private and registered funds.

Brian Gregorek is a financial advisor at Focus Partners Wealth, LLC with 21 years of industry experience. He holds the Series 66 designation and previously worked at Buckingham Strategic Wealth, LLC for 12 years before joining Focus Partners Wealth. 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, separate account managers, private funds, mutual funds, and ETFs.

Scott Christensen is a CFP® with seven years of industry experience and is currently affiliated with Focus Partners Wealth, LLC. Prior to joining Focus Partners Wealth in 2025, he worked at Merriman Wealth Management, LLC for six years. His earlier career includes roles in tax preparation and environmental services, as well as a five-year period at Brigham Young University. 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 combines active and passive strategies within a tax- and fee-sensitive framework, offering a range of portfolio management, financial counseling, and fiduciary services.

Ryan Guertin is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Focus Partners Wealth, LLC. He has previously worked at Buckingham Strategic Wealth, Ameriprise Financial Services, PNC Bank, and Edward Jones. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, corporate and institutional clients, providing investment management, financial counseling, family office and wealth services, and retirement plan fiduciary services. The firm follows a long-term, tax- and fee-sensitive investment approach using a combination of fundamental and quantitative analysis and offers a wide range of investment strategies and affiliated service companies.

Charles Conner is a financial advisor at Focus Partners Wealth, LLC with 20 years of industry experience. He holds a Series 65 designation and has worked at Churchill Management Group since 1997. Conner joined Focus Partners Wealth in 2025. 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 blends active and passive strategies within an enhanced open architecture framework and offers a broad range of financial and fiduciary services.

Brent Thomas is a CFP® professional with 19 years of industry experience, currently serving at Focus Partners Wealth, LLC. He has previously worked with 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 investment offerings.

Richard Mazzola is a financial advisor with Focus Partners Wealth, LLC in Dallas, TX, holding Series 63 and Series 66 licenses and 28 years of industry experience. He previously worked at TD Ameritrade for 14 years and Churchill Management Group for 7 years before joining Focus Partners Wealth in 2025. 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 emphasizes tax and fee sensitivity within an enhanced open architecture framework combining active and passive strategies, and it offers a range of specialized investment products and fiduciary services.

Joel Hunter is a CFP® with eight years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at Kovitz Investment Group Partners, LLC, Kovitz Securities, LLC, and Trinity Financial Advisors, 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 combines active and passive strategies within an enhanced open architecture framework and offers a range of fiduciary, tax, and business management services.

Kory Reid 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 Buckingham Strategic Wealth, LLC and Chanticleer. 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 private funds and ETFs.

Dylan Burke 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 Goldman Sachs & Co and Kovitz Investment Group Partners, LLC. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, retirement plans, institutions, and businesses. The firm’s investment approach combines active and passive strategies within a tax- and fee-sensitive framework, offering a broad range of portfolio management and consulting services.