Eric Berquist is a Series 65-registered financial advisor with seven years of industry experience. He is currently with Focus Partners Wealth, LLC and previously worked at G.W. & Wade LLC and Isabel Chiu & Co., LLP. Focus Partners Wealth serves a diverse client base including individual, high-net-worth, family office, corporate, retirement plan, and institutional clients. The firm employs a long-term, tax- and fee-sensitive investment approach featuring enhanced open architecture, combining fundamental and quantitative analysis, and offers a broad range of wealth management and advisory services.

Colleen Gepp is a Certified Financial Planner (CFP®) with 28 years of industry experience. She is currently with Focus Partners Wealth, LLC and has previously worked at HoyleCohen, LLC. 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 combines active and passive strategies within a tax- and fee-sensitive framework and offers a broad range of fiduciary, tax, business management, and family office services.

Nathan Redman Brown is a financial advisor with Focus Partners Wealth, LLC, holding a Series 65 designation and two years of industry experience. His prior roles include positions at Bordeaux Wealth Advisors, Human Investing, and Crocs Inc. Outside of finance, he has worked in diverse fields including education at George Fox University and outdoor recreation with Camp Dakota Adventures. Focus Partners Wealth serves a wide range of clients, including individuals, high-net-worth families, corporate, and institutional investors, offering integrated wealth management, retirement plan fiduciary services, and sub-advisory solutions. The firm employs a long-term, tax- and fee-sensitive investment approach utilizing fundamental and quantitative analysis combined with third-party managers and alternative strategies, supported by an extensive network of affiliated service companies and product offerings.

Matthew Teel is a CFP® and holds a Series 65 license with three years of industry experience. He is currently with Focus Partners Wealth, LLC and previously worked at Buckingham Strategic Wealth, LLC and BancorpSouth Bank. He also has experience at Mississippi State University. 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 integrates active and passive strategies, separate account managers, private funds, mutual funds, and ETFs.

Andrew Belastock is a financial advisor at Focus Partners Wealth, LLC in Boston, MA, holding a Series 65 designation with seven years of industry experience. He has been with Focus Partners Wealth since 2014. Focus Partners Wealth 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 variety of specialized services including portfolio management, financial counseling, and fiduciary consulting.

Jeremy Kuhlen is a CFP® and holds a Series 65 license with 22 years of industry experience. He has been with The Colony Group LLC since 2015. He is based in Richmond, VA. 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 along with various distinct investment offerings.

Brian Zdrowak is a CFP® professional at Focus Partners Wealth, LLC with five years of industry experience. He has worked at The Colony Group, LLC, Buckingham Strategic Wealth, LLC, and Insero Wealth Strategies. 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 using a combination of active and passive strategies within an enhanced open architecture framework.

Marcie Nach is a CFP® with 12 years of industry experience and currently serves as a financial advisor at Focus Partners Wealth, LLC. She previously worked 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, families, institutions, and businesses. The firm employs a long-term investment approach emphasizing tax- and fee-sensitivity and combines active and passive strategies within an enhanced open architecture framework.

Yiwen Chen is a CFA® charterholder and holds a Series 65 license, with nine years of industry experience. She is currently affiliated with NorthCoast Asset Management LLC and has previously worked at Focus Partners Wealth, Kovitz Investment Group Partners, Transform Wealth, and BSW Wealth Partners. 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 using proprietary models and manages most client relationships on a discretionary basis.

Jackson Ward is a CFP® professional with one year of industry experience, currently with Focus Partners Wealth, LLC. Prior to joining Focus Partners Wealth, he held roles at Wilkerson Advisory Group and WR Wealth Planners. Outside of finance, he has experience working in the brewing and bottling industries in Missouri. Focus Partners Wealth serves a diverse client base 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 integrates a broad range of investment strategies across managed and held-away assets.

Moorea Monaco is a CFP® and holds a Series 65 license with six years of industry experience. She is currently with Focus Partners Wealth, LLC and previously worked at Merriman Wealth Management, LLC and Carter & Carter Wealth Management. 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 emphasizing tax- and fee-sensitivity and combines active and passive strategies within an enhanced open architecture framework.

Alyssum Malone is a CFP®-certified financial advisor with nine years of industry experience, currently practicing at Focus Partners Wealth, LLC. She has held roles at The Colony Group, LLC, Buckingham Strategic Wealth, LLC, and Strasbaugh Financial Advisory, Inc. Malone is based in Colorado Springs, CO. 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, combining active and passive strategies alongside various specialized offerings.

Ruth Uress is a CFP® professional with 16 years of industry experience, currently serving at NorthCoast Asset Management LLC. Her prior roles include positions at Focus Partners Wealth, Kovitz Investment Group Partners, Relative Value Partners, and Brownson, Rehmus & Foxworth. 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 with proprietary models and risk management techniques, managing most client relationships on a discretionary basis.

Marissa Malone is a financial advisor at Focus Partners Wealth, LLC with seven years of industry experience. She holds a Series 65 designation and has worked previously at The Colony Group, LLC and GW & Wade LLC. Malone also has experience in clinical research and legal and business education institutions. 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.

Matthew Cox is a financial advisor with Focus Partners Wealth, LLC and holds a Series 65 credential. He has two years of industry experience and previously worked at Kovitz Investment Group Partners, LLC and Strategic Wealth Partners. His background also includes roles outside of finance, such as positions with Dish Network and Indiana University Athletic Department. 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 that integrates fundamental and quantitative analysis, utilizing a broad range of public and alternative investment strategies combined with affiliated service companies and product relationships.

Joshua Cepeda is a CFP® and holds a Series 66 license, with 25 years of experience in the financial advisory industry. He is currently with Focus Partners Wealth, LLC and has previously worked at The Colony Group, LLC, Buckingham Strategic Wealth, LLC, Confluence Wealth Management, and Wells Fargo Advisors. 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, combining active and passive strategies alongside various specialized offerings.

Analiese Holmes is a Series 65-licensed financial advisor with two years of industry experience. She currently works at Focus Partners Wealth, LLC and has prior experience at Buckingham Strategic Wealth, LLC, Clintsman Financial Planning, Texas Instruments, and Texas A&M University. Focus Partners Wealth serves a diverse client base, including individuals, high-net-worth 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 utilizing fundamental and quantitative analysis alongside a broad platform of affiliated service companies and specialized investment options.

Jonathan Thrun is a financial advisor with Focus Partners Wealth, LLC in St. Louis, MO, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has been associated with The Colony Group, LLC since 2009. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, family offices, corporate, retirement plan, and institutional clients, offering a range of wealth management, financial counseling, and fiduciary services. The firm employs a long-term, tax- and fee-sensitive investment approach that incorporates fundamental and quantitative analysis alongside third-party managers and provides a broad offering of investment and financial solutions supported by an extensive network of affiliated service companies.

Brady Ball is a CFP® with eight years of industry experience, currently serving at Focus Partners Wealth, LLC since 2025. He previously worked at Adero Partners, LLC and Hines Warner Wealth Management, LLC, as well as State Farm. Brady also manages a rental property outside of his advisory work. 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 with a long-term, tax- and fee-sensitive investment approach that integrates fundamental and quantitative analysis along with access to a broad network of affiliated service companies and product relationships.

Lance Sherry is a CFP® with four years of industry experience, currently affiliated with Focus Partners Wealth, LLC. His prior roles include positions at Kovitz Investment Group Partners, LLC, Fifth Third Private Bank, and Bank of America Private Bank. Focus Partners Wealth, LLC provides wealth advisory and investment management services to a diverse client base including individuals, high-net-worth families, family offices, and institutions. 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 specialized offerings such as an Options Income Overlay and a trend-following sleeve.