Matthew Cox 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 Kovitz Investment Group Partners, LLC and Strategic Wealth Partners. His background includes roles outside of finance, such as positions with the Indiana University Athletic Department and the Chicago Sky. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services including investment management, financial and tax planning, and retirement plan consulting. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Joshua Cepeda is a CFP® with 25 years of industry experience, currently with Focus Partners Wealth, LLC in Portland, OR. His prior roles include positions at The Colony Group, Buckingham Strategic Wealth, Confluence Wealth Management, Wells Fargo Clearing, and Citigroup Global Markets. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients, offering a range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that blends active and passive strategies within an enhanced open architecture framework.

Analiese Holmes is a financial advisor at Focus Partners Wealth, LLC with a Series 65 designation and two years of industry experience. Her prior roles include positions at Buckingham Strategic Wealth, LLC and Clintsman Financial Planning, as well as work at Texas Instruments and Texas A&M University. Focus Partners serves a diverse client base including 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.

Jonathan Thrun is a financial advisor with Focus Partners Wealth, LLC in St. Louis, MO, holding Series 63 and Series 65 designations and bringing 16 years of industry experience. He previously worked at The Colony Group, LLC from 2009 to 2011. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial planning, retirement plan consulting, and access to private and registered pooled investment vehicles. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Brady Ball is a CFP® and Series 65-licensed financial advisor with eight years of industry experience. He is currently with Focus Partners Wealth, LLC and formerly worked at Adero Partners, LLC, Hines Warner Wealth Management, LLC, and State Farm. 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 that combines active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Lance Sherry is a CFP® with five years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at Kovitz Investment Group Partners, LLC, Fifth Third Private Bank, and Bank of America Private Bank. Focus Partners serves individuals, high-net-worth families, family offices, corporate, and institutional clients with a variety of wealth management and advisory services. The firm’s investment approach combines active and passive strategies within a long-term, tax- and fee-sensitive framework and includes access to affiliated private funds and legacy strategies from acquired advisers.

D Artagnan Mason is a CFP® and Series 66-licensed advisor with one year of industry experience. He is currently with Focus Partners Wealth, LLC, having previously worked at Great Lakes Wealth, TruVista Wealth Advisors, SYM Financial Advisors, and Benjamin F. Edwards. 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 combining active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Delmy Lopez Cordero is a financial advisor at Focus Partners Wealth, LLC with a Series 65 credential and two years of industry experience. Prior to joining Focus Partners, she worked at The Colony Group, LLC, GYL Financial Synergies, LLC, Financial Partners Capital Management, Farmingville Tax Services Corp, and Stony Brook University. Focus Partners serves individuals, high-net-worth families, family offices, and corporate and institutional clients with wealth management, financial and tax planning, and employee benefit consulting. The firm’s investment approach combines active and passive strategies within an enhanced open architecture framework, utilizing both fundamental and quantitative analysis alongside a range of specialized tools and legacy strategies.

Heather Gaillard is a financial advisor at Focus Partners Wealth, LLC with two years of industry experience. She holds a Series 65 designation and previously worked at Bordeaux Wealth Advisors. Outside of finance, she has experience working with Pilates V. 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.

Mark Lapman is a CFA® charterholder with 17 years of industry experience. He currently works at Focus Partners Wealth, LLC and was previously with Cooper Lapman Financial, LLC for 14 years. He serves as a board member of the Pension Reserves Investment Management Board, overseeing pension assets for the Commonwealth of Massachusetts. 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 within an enhanced open architecture framework.

Julia Curry is a financial advisor with Focus Partners Wealth, LLC in Denver, Colorado. She holds a Series 66 designation and has three years of industry experience. Her prior roles include positions at CWM, LLC, Bloom Wealth Advisors, and LPL Financial, among others. 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, emphasizing long-term, tax- and fee-sensitive portfolio construction.

Shaunna Zoeckler is a financial advisor at Focus Partners Wealth, LLC with 20 years of industry experience. She holds Series 63 and Series 66 licenses and has held positions at The Colony Group, InterOcean Capital Group, M. S. Howells & Co., Henry+Horne Wealth Management, Independent Financial Group, and Merrill. Outside of advising, she has minority ownership in a local bakery business. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services that include investment management, financial and tax planning, and family office support. 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.

Ryan Mckibben is a financial advisor at Focus Partners Wealth, LLC with 11 years of industry experience. He holds a Series 65 designation and has previously worked at The Colony Group, Buckingham Strategic Wealth, and Horne LLP. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial and tax planning, and retirement plan consulting. 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.

Michelle Guarino is a financial advisor at Focus Partners Wealth, LLC with five years of industry experience. She holds a Series 65 designation and has previously worked at The Colony Group, LLC, Connectus Wealth Advisers, NEIRG Wealth Management, LLC, New England Investment & Retirement Group, Inc., and BNY Mellon. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with a range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach under an enhanced open architecture framework that combines active and passive strategies, external managers, and private funds.

Paul Garozzo is a CFP® professional with one year of experience at Focus Partners Wealth, LLC. He previously worked at Ouellette Wealth Advisory, LLC for three years and BNY Mellon Wealth Management for five years. Garozzo also has a background in academia from his time at Lasell University. 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 combines active and passive strategies within a long-term, tax- and fee-sensitive investment approach, offering discretionary and non-discretionary management, financial and tax planning, and access to private and registered pooled vehicles.

Jon Snare is a CFP® and CFA®-designated financial advisor with 15 years of industry experience. He currently works at Focus Partners Wealth, LLC and has prior experience at Bordeaux Wealth Advisors, Wells Fargo, and Deloitte Investment Advisors LLC. He serves on the Board of Directors and Finance Committee of the Trinity Education Foundation, a charitable organization. Focus Partners Wealth, LLC provides wealth management and advisory services to individuals, high-net-worth families, family offices, corporate, and institutional clients. The firm employs a long-term, tax- and fee-sensitive investment approach using an enhanced open architecture framework that incorporates active and passive strategies, third-party managers, private funds, and various analytical tools.

Thomas Myers is a CFP® and CFA® with 22 years of industry experience. He is currently with Focus Partners Wealth, LLC and previously worked at Bordeaux Wealth Advisors, Brownson, Rehmus & Foxworth, and Morgan Stanley. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients, offering wealth management, financial planning, and consulting 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.

Antoinette Carmona is a financial advisor with Focus Partners Wealth, LLC in Walnut Creek, CA. She holds Series 63 and Series 65 licenses and has 22 years of industry experience. Her prior roles include positions at The Colony Group, Buckingham Strategic Wealth, Foreside Financial Services, and Buckingham Strategic Partners. Focus Partners Wealth serves individuals, high-net-worth families, family offices, corporate, 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.

Emily Hengstler is a CFP® with six years of industry experience, currently serving as a financial advisor at Focus Partners Wealth, LLC. She previously worked at Merriman Wealth Management and Coldstream Wealth Management. Outside of her advisory role, she works part-time as a pet care provider. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients, offering comprehensive wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that integrates active and passive strategies, private funds, and quantitative analysis within an enhanced open architecture framework.

Michael Gentsch is a CFP® with 20 years of industry experience, currently serving at Focus Partners Wealth, LLC since 2024. He previously worked at Schwab Private Client Investment Advisory, Inc. and Charles Schwab, where he spent a total of 15 years. Outside of his advisory role, he operates a car rental service through Turo. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with a comprehensive range of wealth management and advisory services. The firm employs an investment approach that combines active and passive strategies within an enhanced open architecture framework, using fundamental and quantitative analysis along with specialized tools such as trend-following and options overlay strategies.