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Langyu W
Series 65
Menlo Park, CA
Focus Partners Wealth, LLC
Langyu Wang is a financial advisor with Focus Partners Wealth, LLC, holding a Series 65 credential and beginning his advisory career in 2025. Prior to joining Focus Partners, he worked at the University of Chicago, Chenxi Capital, and Deloitte in various roles. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients, offering wealth management, financial and tax 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.
Nikol T
CFP®, Series 65
Boca Raton, FL
Focus Partners Wealth, LLC
Nikol Tennant is a CFP® with 16 years of industry experience, currently affiliated with Focus Partners Wealth, LLC. Her prior roles include positions at The Colony Group, LLC, Steinberg Global Asset Management LTD, and Levitt Capital Management LLC. Tennant holds a Series 65 registration. Focus Partners Wealth, LLC serves a diverse client base including 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 using a blend of active and passive strategies within an enhanced open architecture framework.
Paul B
CFP®, Series 63, Series 65
Pittsburg, PA
Focus Partners Wealth, LLC
Paul Brahan is a Certified Financial Planner (CFP®) with eight years of industry experience. He currently works at Focus Partners Wealth, LLC and has previously held roles at Kovitz Investment Group Partners, Fort Pitt Capital Group, PNC Investments, Merrill, and Northwestern Mutual. Brahan studied at Syracuse University’s Whitman School of Management. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients, providing wealth management, financial and tax planning, and retirement plan consulting. The firm employs a long-term, tax- and fee-sensitive investment approach that blends active and passive strategies within an enhanced open architecture framework.
Daniel T
CFA®, Series 63
Babylon, NY
Focus Partners Wealth, LLC
Daniel Tisser is a CFA® charterholder with five years of industry experience, currently affiliated with Focus Partners Wealth, LLC. His prior roles include positions at The Colony Group, LLC, BNP Paribas Asset Management, Allied Wealth Partners, Minnesota Life Insurance Co, and Securian Financial Services Inc. Focus Partners serves a diverse client base including individuals, high-net-worth families, family offices, and institutional clients, offering comprehensive wealth management, financial and tax planning, and retirement plan consulting. The firm employs a long-term, tax- and fee-sensitive investment approach that integrates active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.
Andrew B
PFS™, Series 65, Series 66
Southfield, MI
Focus Partners Wealth, LLC
Andrew Bass is a financial advisor with Focus Partners Wealth, LLC in Southfield, MI, holding the PFS™ designation along with Series 65 and Series 66 licenses. He has 16 years of industry experience, including prior roles at Kovitz Investment Group Partners, LLC and Telemus Capital LLC. Bass is the sole owner and Chief Wealth Officer of Integrated Wealth and Tax Strategies, LLC, a consulting and tax advisory business currently inactive. Focus Partners Wealth, LLC 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 combining active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.
Jay S
CFP®, Series 63, Series 65
Hunt Valley, MD
Focus Partners Wealth, LLC
Jay Schuman is a CFP® professional with 18 years of industry experience, currently serving at Focus Partners Wealth, LLC. His career includes roles at The Colony Group, Connectus Wealth, Horan Capital Management, and T. Rowe Price Advisory Services. 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 within an enhanced open architecture framework.
Mark B
CFP®
Walnut Creek, CA
Focus Partners Wealth, LLC
Mark Bates is a CFP® professional with 11 years of industry experience. He has worked at Focus Partners Wealth, LLC since 2025 and previously held roles at Adero Partners, LLC and Vista Wealth Management, LLC. Focus Partners serves individuals, high-net-worth families, family offices, corporate, and institutional clients, offering a broad 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 with fundamental and quantitative analysis.
David T
CFP®, Series 63, Series 66
Boston, MA
Focus Partners Wealth, LLC
David Tremblay is a CFP® professional with 10 years of industry experience, currently affiliated with Focus Partners Wealth, LLC. His prior roles include positions at The Colony Group, Cooper Lapman Financial, RBC Capital Markets, Morgan Stanley Smith Barney, and Merrill. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that integrates active and passive strategies, third-party managers, and private funds under an enhanced open architecture framework.
Anthony K
Series 66
Wellesley, MA
Focus Partners Wealth, LLC
Anthony Kosinski is a financial advisor at Focus Partners Wealth, LLC with seven years of industry experience. He holds the Series 66 designation and has previously worked at The Colony Group, LLC, GW & Wade, LLC, GW & Wade Asset Management Company, and DeFranceschi & Klemm PC. Outside of his advisory role, he is involved in buying and selling sports trading cards as a sole practitioner. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients, offering a range of wealth management, advisory, and consulting services. The firm employs an investment approach that combines active and passive strategies within a long-term, tax- and fee-sensitive portfolio framework.
Andrew C
CFP®, Series 63, Series 65
Indianapolis, IN
Focus Partners Wealth, LLC
Andrew Collins is a CFP® with 13 years of industry experience. He is currently with Focus Partners Wealth, LLC and previously worked at Buckingham Strategic Wealth, LLC, The Leaders Group, Inc., and Capitas Financial, Inc. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and corporate and institutional clients with 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.
Robert O
CFA®
Chicago, IL
Focus Partners Wealth, LLC
Robert Ochenkowski is a CFA® charterholder based in Chicago, IL, with one year of industry experience. He previously worked at Altair Advisers, Fiducient Advisors, and Northern Trust. He has been associated with Th Colony Group, LLC since 2014. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, corporate and institutional clients with 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 specialized tools such as trend-following and options overlay strategies.
Michael W
CFP®, Series 65
St. Louis, MO
Focus Partners Wealth, LLC
Michael Wright is a CFP® and holds a Series 65 license with 14 years of industry experience. He has worked at The Colony Group, LLC since 2012 and briefly at Mintz Levin Financial Advisors LLC. He is based in St. Louis, MO. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial and tax planning, and retirement consulting. The firm employs a long-term, tax- and fee-sensitive investment approach blending active and passive strategies within an enhanced open architecture framework.
Andrea C
CFP®
Chicago, IL
Focus Partners Wealth, LLC
Andrea Conway is a CFP® certificant with one year of industry experience. She currently works at Focus Partners Wealth, LLC and has prior experience with Kovitz Investment Group Partners, LLC and RBC Wealth Management. 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.
Christopher R
CFP®, Series 65, Series 66
Lincoln, RI
Focus Partners Wealth, LLC
Christopher Ricci is a financial advisor at Focus Partners Wealth, LLC with 18 years of industry experience. He holds the CFP® designation and Series 65 and 66 licenses. His prior experience includes roles at Buckingham Strategic Wealth, LLC, Briggs Advisory Group, Inc., and 1st Global Advisors, Inc. Focus Partners serves individuals, families, family offices, and institutional clients with comprehensive wealth management 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.
Kyle W
CFP®, Series 66
San Diego, CA
Focus Partners Wealth, LLC
Kyle Whisenhunt is a CFP® and holds a Series 66 license with nine years of industry experience. He currently works at The Colony Group, LLC and HoyleCohen, and has previously been with San Diego Wealth Management, Sagepoint Financial, Inc., and Wolters, Hagar, & Pratt Financial Planning, Inc. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, corporate, and institutional clients with 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.
Fabian G
CFP®, CFA®
Menlo Park, CA
Focus Partners Wealth, LLC
Fabian Garces is a CFP® and CFA® with five years of industry experience, currently serving as an advisor at Focus Partners Wealth, LLC. Prior to joining Focus Partners in 2025, he worked at Bordeaux Wealth Advisors for four years and spent ten years at Calvo Enterprises. He holds a position as Vice-Chairman on the Board of Directors at Bank of Saipan, where he chairs the Asset/Liability committee. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients, providing a broad range of wealth management and advisory services. The firm’s investment approach combines active and passive strategies within an enhanced open architecture framework, utilizing both fundamental and quantitative analysis alongside specialized tools such as trend-following and options overlay strategies.
John R
CFP®, Series 63
Chicago, IL
Focus Partners Wealth, LLC
John Roessler is a CFP® credentialed financial advisor at Focus Partners Wealth, LLC with 22 years of industry experience. His prior roles include positions at Kovitz Securities, LLC and Kovitz Investment Group Partners, LLC, as well as earlier tenures at Firstwave Financial Inc and Budros, Ruhlin & Roe. 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 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.
Brenda D
Series 63, Series 65, Series 66
Westport, CT
Focus Partners Wealth, LLC
Brenda Delmore is a financial advisor with Focus Partners Wealth, LLC, holding Series 63, 65, and 66 designations and 12 years of industry experience. Her prior roles include positions at The Colony Group, GYL Financial Synergies, Resnick Investment Advisors, and UBS Financial Services. Outside of advising, she is involved in several non-investment activities, including ownership of a sales and services company and managing membership in a real estate-related LLC. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with comprehensive wealth management and advisory services. The firm’s investment approach blends active and passive strategies within an enhanced open architecture framework, incorporating both fundamental and quantitative analysis.
Leon J
Series 65
Bethesda, MD
Focus Partners Wealth, LLC
Leon Jiang is a financial advisor at Focus Partners Wealth, LLC with one year of industry experience. He holds a Series 65 designation and has worked at HUB Investment Partners, Millennium Advisory Services, and other organizations prior to joining Focus Partners. His background includes roles outside traditional finance, such as experience in the food service industry. Focus Partners Wealth, LLC 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 combination of active and passive strategies, third-party managers, and private funds.
Roger M
PFS™, Series 63
Grand Ledge, MI
Focus Partners Wealth, LLC
Roger Millbrook Jr. is a financial advisor with Focus Partners Wealth, LLC, holding the PFS™ and Series 63 credentials and bringing 16 years of industry experience. His prior roles include positions at The Colony Group, LLC, Buckingham Strategic Wealth, LLC, and Siena Wealth Advisors. Outside of advising, he has longstanding involvement with Siena Accounting, CPA, PLLC. Focus Partners Wealth, LLC serves a diverse client base including individuals, high-net-worth families, family offices, and institutional clients, offering a range of wealth management and advisory services. The firm’s approach combines active and passive investment strategies within a tax- and fee-sensitive framework and includes access to specialized private funds and legacy strategies from multiple mergers.
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