Todd Silverman is a financial advisor with Focus Partners Wealth, LLC based in Newton, MA. He holds the Series 63 and Series 65 designations and has 26 years of industry experience. His prior work includes roles at The Colony Group, LLC, Derby and Company, Inc., Ferris Capital, LLC, and Siharum 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 emphasizes tax- and fee-sensitivity within an enhanced open architecture framework, combining active and passive strategies alongside various specialized offerings.

Kyle Deal is a CFP® professional with seven years of industry experience. He currently works at Focus Partners Wealth, LLC and has previously been employed at Kovitz Investment Group Partners, Telemus Capital, and Huber Financial Advisors. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, family offices, corporations, retirement plans, and institutional clients. The firm employs a long-term, tax- and fee-sensitive investment approach that combines fundamental and quantitative analysis, third-party managers, and multiple asset strategies across both discretionary and nondiscretionary accounts.

Kathleen Dougherty Klein is a CFP® with 24 years of industry experience, currently serving at Focus Partners Wealth, LLC. Her prior roles include positions at Kovitz Investment Group Partners, Strategic Wealth Partners, and Park Place Capital Management. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, retirement plans, institutions, and businesses, employing a long-term investment approach that combines active and passive strategies within an enhanced open architecture framework.

Jack Newman is a financial advisor at NorthCoast Asset Management LLC with 26 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Newman & Schimel, LLC, Kovitz Investment Group Partners, LLC, and Focus Partners Wealth, LLC. 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 wide range of portfolio management strategies and acting as a fiduciary for ERISA and IRA accounts.

William Engel is a CFP® and Series 66-registered advisor with 18 years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at Kovitz Investment Group Partners, LLC and Fort Pitt Capital Group LLC. Engel is a member of the Vistage Trusted Advisor Group in Pittsburgh, which provides mentorship and resources to business owners and professionals in the financial investment industry. Focus Partners Wealth, LLC offers wealth advisory and investment management services to individuals, families, and institutions. 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.

Anastasios Manolis is a financial advisor with Focus Partners Wealth, LLC, holding a Series 65 designation and based in Chicago, IL. He has worked in the financial industry since 2019, including roles at Northern Trust Corporation and Kovitz Investment Group Partners, LLC. He also has experience in academic and restaurant environments early in his career. Focus Partners Wealth serves a wide range of clients including individuals, high-net-worth families, corporate and institutional investors. The firm employs a long-term, tax- and fee-sensitive investment approach using enhanced open architecture, and offers services such as investment management, financial counseling, family office solutions, and retirement plan fiduciary services.

Jacob Cohen 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 The Colony Group, LLC, GYL Financial Synergies, and Green Cambridge. His background also includes roles at Harvard Extension University and Dog Days of West Hartford. Focus Partners Wealth provides wealth advisory and investment management services to individuals, families, institutions, and businesses. The firm emphasizes a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Adam Truebe is a financial advisor at Focus Partners Wealth, LLC with three years of industry experience. He holds a Series 65 designation and previously worked at Buckingham Strategic Wealth, LLC and Bayer. 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.

Jennifer Ryan is a CFP® with 18 years of industry experience. She is currently with Focus Partners Wealth, LLC and has previously worked at The Colony Group, Connectus Wealth, and The Simmons Partnership. 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 integrates active and passive strategies within an enhanced open architecture framework.

Derek Montanye is a financial advisor with Focus Partners Wealth, LLC, holding Series 63 and Series 66 designations and seven years of industry experience. His prior roles include positions at Goldman Sachs & Co. LLC, Morgan Stanley, and JPMorgan Chase Bank, N.A. Outside of finance, he is a partner and guitarist in an 80s music cover band called That 80s Band LLC. Focus Partners Wealth serves a diverse client base, including individuals, high-net-worth families, family offices, corporations, and institutional investors. The firm offers a range of wealth management services and employs a long-term, tax- and fee-sensitive investment approach that integrates fundamental and quantitative analysis, with access to a broad network of affiliated service companies and product relationships.

Matthew Spezialetti is a CFP®, CFA®, and holds a Series 65 license with 11 years of industry experience. He currently works at The Colony Group, LLC and has previously been with Buckingham Strategic Wealth, LLC. Outside of his financial advisory career, he has worked as a cameraman and game day stringer for the Reading Fightin Phils baseball team and as a seasonal sports reporter for the Reading Eagle. Focus Partners Wealth serves a diverse client base including individuals, family offices, corporations, and institutions, offering comprehensive wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that integrates fundamental and quantitative analysis with a broad platform of investment options and affiliated service companies.

Richard Leader is a CFA® charterholder with 26 years of industry experience. He is currently with Focus Partners Wealth, LLC and also has affiliations with Kovitz Investment Group Partners, LLC and First Houston Capital, Inc. His career includes over 20 years at First Houston Capital, 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, tax- and fee-sensitive investment approach within an enhanced open architecture framework that integrates active and passive strategies across various asset types.

Jay Wirig is a financial advisor at Focus Partners Wealth, LLC, holding the PFS™ designation with 26 years of industry experience. His career includes roles at Jnjp Certified Public Accountants, Inc., Buckingham Strategic Wealth, LLC, and Capital Performance Advisors LLP, among others. 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 featuring enhanced open architecture and integrates a wide range of investment strategies and affiliated service offerings.

Charlene Reardon is a financial advisor with NorthCoast Asset Management LLC, holding Series 63 and Series 65 credentials and 15 years of industry experience. She previously worked at Telemus Capital LLC for 11 years and has been with Kovitz Investment Group Partners, LLC since 2024 and Focus Partners Wealth, LLC since 2026. NorthCoast Asset Management provides investment advisory services to a diverse client base, including individuals, retirement plans, corporations, and charitable organizations. The firm employs a quantitative and systematic investment approach, offering a broad range of portfolio management strategies and acting as a fiduciary for ERISA and IRA accounts.

Tanner Watson 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 The Colony Group, LLC, SCS Capital Management, Royal Alliance Associates, INC., Signature Estate & Investment Advisors, and NWF Advisory. Outside of finance, he has experience working at Bas Rutten's Elite MMA Gym. Focus Partners Wealth, LLC 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 blends active and passive strategies across various investment vehicles.

David Budzisz is a financial advisor at NorthCoast Asset Management LLC with a Series 65 credential. He has held positions at Focus Partners Wealth, Kovitz Investment Group Partners, and Strategic Wealth Partners, among others. Outside of finance, he has experience working with athletic departments at Carthage College and operates a landscaping business. 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 manages portfolios across diverse strategies including equities, income, alternatives, and private credit.

Antoinette Laferriere is a CFP® with 15 years of industry experience, currently serving at Focus Partners Wealth, LLC. She has worked at The Colony Group, LLC, Buckingham Strategic Wealth, LLC, and Griffon Financial Planning, Inc. throughout her career. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, retirement plans, institutions, and businesses, offering a comprehensive range of services including portfolio management, financial counseling, and fiduciary consulting. 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.

Joshua Goldberg is a CFP® with eight years of industry experience, currently serving as a financial advisor at Focus Partners Wealth, LLC. He previously worked at GYL Financial Synergies, LLC and AXA Advisors, LLC, and spent four years at Brandeis University. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, family offices, corporate and institutional clients. The firm employs a long-term, tax- and fee-sensitive investment approach that combines fundamental and quantitative analysis with external managers, and it offers a wide range of wealth management, fiduciary, and sub-advisory services.

Matthew Romine is a financial advisor at Focus Partners Wealth, LLC with five years of industry experience. He holds a Series 65 designation and has worked at Buckingham Strategic Wealth, GreenCourse Financial Advisors, and Cushman & Wakefield. 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 that combines active and passive strategies, private funds, and ETFs.

Matthew Efland is a financial advisor at Focus Partners Wealth, LLC, holding a Series 65 designation. He has one year of experience in the advisory industry and previously worked at Wade Trim, Columbia Gas of Virginia, HENKLES AND McCOY, and Buffalo Wild Wings. Focus Partners Wealth serves a diverse range of clients including individuals, high-net-worth families, family offices, corporate, retirement plan, and institutional clients. The firm employs a long-term, tax- and fee-sensitive investment approach using enhanced open architecture and offers a broad suite of wealth management services alongside affiliated investment vehicles and products.