Bradley Jenkins is a CFP® with 21 years of industry experience, currently serving as a financial advisor at Focus Partners Wealth, LLC. He has previously worked at The Colony Group, LLC, Buckingham Strategic Wealth, LLC, Buckingham Asset Management Inc, and A. G. Edwards & Sons, Inc. Focus Partners Wealth, LLC provides wealth management and advisory services to individuals, high-net-worth families, family offices, and institutional clients. The firm’s investment approach combines active and passive strategies through an enhanced open architecture framework that incorporates fundamental and quantitative analysis alongside private funds and third-party managers.

Nicholas Casaccia is a CFP® and holds a Series 65 license with seven years of industry experience. He currently works at Focus Partners Wealth, LLC and was previously with Bordeaux Wealth Advisors and Ernst & Young LLP. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial planning, and retirement plan consulting. 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.

Aaron Vickar is a financial advisor at Focus Partners Wealth, LLC with 24 years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes roles at Buckingham Strategic Wealth, LLC and Bam Management, LLC. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with a broad range of wealth management and advisory services. The firm’s investment approach combines active and passive strategies through an enhanced open architecture framework, using both fundamental and quantitative analysis alongside specialized tools such as trend-following and options overlay strategies.

Yali Qin is a financial advisor at Focus Partners Wealth, LLC in Atlanta, GA, holding Series 63 and Series 65 licenses with two years of industry experience. Prior to joining Focus Partners, Qin worked at The Colony Group, Morgan Stanley, and E*Trade Securities. Outside of finance, Qin has experience working at Mee Sum Pastry. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with comprehensive wealth management and advisory services. The firm’s investment approach combines active and passive strategies within an enhanced open architecture framework, utilizing fundamental and quantitative analysis alongside tools such as trend-following and options overlay strategies.

Douglas Clark is a financial advisor at Focus Partners Wealth, LLC with 27 years of industry experience. He holds the PFS™ designation and Series 65 license. His prior roles include positions at The Colony Group, LLC, Buckingham Strategic Wealth, LLC, Soltys & Clark, CPA LLC, and Madison Wealth Advisors, LLC. Outside of finance, he serves as a board member for the Scarborough Group of Companies, a logistics and trucking firm. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with a variety of wealth management 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 under an enhanced open architecture framework.

Jennifer Jones is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Focus Partners Wealth, LLC. She previously worked at Gratus Capital and Deloitte Investment Advisors. 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, third-party managers, and private funds.

Eric Berquist is a financial advisor at Focus Partners Wealth, LLC with seven years of industry experience. He holds a Series 65 designation and previously worked at G.W. & Wade LLC and Isabel Chiu & Co., LLP. Focus Partners serves individuals, high-net-worth families, family offices, corporate, and institutional clients with wealth management and advisory services, offering investment management, financial planning, and access to private and registered pooled vehicles. The firm’s investment approach blends active and passive strategies within an enhanced open architecture framework and incorporates quantitative analysis, stress-tested market assumptions, and specialized tools like trend-following and options overlay strategies.

Colleen Gepp is a CFP® professional with 29 years of industry experience. She is currently with Focus Partners Wealth, LLC and has previously worked at The Colony Group, HoyleCohen, Mid Atlantic Financial Management, and FDx Advisors. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with comprehensive wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach utilizing a blend of active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Nathan Redman Brown is a financial advisor at Focus Partners Wealth, LLC with two years of industry experience. He holds a Series 65 designation and previously worked at Bordeaux Wealth Advisors, Human Investing, and Crocs Inc. 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 employs a long-term, tax- and fee-sensitive investment approach that incorporates active and passive strategies, third-party managers, and private funds under an enhanced open architecture framework.

Matthew Teel is a CFP® and holds a Series 65 license, currently with Focus Partners Wealth, LLC. He has four years of industry experience, including prior roles at Buckingham Strategic Wealth, LLC and BancorpSouth Bank. He also spent four years at Mississippi State University. Focus Partners Wealth serves individuals, high-net-worth families, family offices, corporate, and institutional clients, providing a range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach through an enhanced open architecture framework that combines active and passive strategies, third-party managers, and private funds.

Andrew Belastock is a financial advisor at Focus Partners Wealth, LLC in Boston, MA, holding a Series 65 designation with eight years of industry experience. He has been with Focus Partners Wealth since 2014. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with comprehensive wealth management, financial and tax planning, retirement consulting, and access to private and registered pooled investment vehicles. The firm’s investment approach combines active and passive strategies within a long-term, tax- and fee-sensitive framework, utilizing fundamental and quantitative analysis alongside specialized tools such as trend-following and options overlay strategies.

Jeremy Kuhlen is a CFP® and holds a Series 65 license, with 22 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, CapGroup Advisors, Mentor Wealth Management, and Wealthcare Capital Management LLC. Focus Partners serves individuals, high-net-worth families, family offices, corporate, 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.

Brian Zdrowak is a CFP® professional at Focus Partners Wealth, LLC with five years of industry experience. He previously worked at Insero Wealth Strategies and Buckingham Strategic 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 employs a long-term, tax- and fee-sensitive investment approach using an enhanced open architecture framework that integrates active and passive strategies, third-party managers, and private funds.

Marcie Nach is a CFP® with 13 years of industry experience, currently with Focus Partners Wealth, LLC. Her prior roles include positions at Kovitz Investment Group Partners, LLC, and Strategic Wealth Partners Group LLC. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with a comprehensive range of 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.

Yiwen Chen is a financial advisor at Focus Partners Wealth, LLC with nine years of industry experience. She holds the CFA® charter and Series 65 registration. Her prior experience includes roles at Kovitz Investment Group Partners, Transform Wealth (formerly Carnick & Kubik Group), and BSW Wealth Partners. Focus Partners 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 within an enhanced open architecture framework.

Jackson Ward is a CFP® professional with one year of industry experience, currently affiliated with Focus Partners Wealth, LLC. His work history includes roles at Wilkerson Advisory Group, WR Wealth Planners, and prior experience in both brewing and bottling companies, as well as university positions at the University of Missouri Columbia. Outside of financial services, he has been involved in the Flatbranch Pub & Brewing and Fitz's Bottling Co. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with comprehensive wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that integrates both active and passive strategies, third-party managers, and private funds under an enhanced open architecture framework.

Moorea Monaco is a CFP® and Series 65 licensed advisor at Focus Partners Wealth, LLC with seven years of industry experience. She previously worked at Merriman Wealth Management, LLC and Carter & Carter Wealth Management. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and corporate and institutional clients with a range of wealth management and advisory services. The firm employs an investment approach that blends active and passive strategies through an enhanced open architecture framework, incorporating fundamental and quantitative analysis alongside specialized tools such as trend-following and options overlay strategies.

Alyssum Malone is a CFP® certified financial advisor with 10 years of industry experience. She is currently with Focus Partners Wealth, LLC and has previously worked at The Colony Group, Buckingham Strategic Wealth, and Strasbaugh Financial Advisory. Malone holds Series 63 and Series 65 licenses and is based in Colorado Springs, CO. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, corporate, and institutional clients, providing comprehensive 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 within an enhanced open architecture framework.

Ruth Uress is a CFP® professional with 17 years of industry experience, currently serving at Focus Partners Wealth, LLC since 2026. Her prior roles include positions at Kovitz Investment Group Partners, Relative Value Partners, Brownson, Rehmus & Foxworth, and Kowitz Investment Group. Focus Partners Wealth, LLC provides wealth management and advisory services to individuals, high-net-worth families, family offices, and institutional clients. 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.

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 at The Colony Group, LLC and GW & Wade LLC, among other positions in clinical research and legal/business education. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with comprehensive wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach using an enhanced open architecture framework that combines active and passive strategies, third-party managers, and private funds.