Nikol Tennant is a CFP® and holds a Series 65 license with 15 years of industry experience. She has worked at The Colony Group, LLC since 2019 and previously at Steinberg Global Asset Management LTD from 2016 to 2019. She is based in Boca Raton, FL. 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, separate account managers, private funds, mutual funds, and ETFs.

Paul Brahan is a CFP® with eight years of industry experience currently advising at Focus Partners Wealth, LLC. His career includes roles at Kovitz Investment Group Partners, Fort Pitt Capital Group, PNC Investments, Merrill, and Northwestern Mutual. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, corporate, retirement plan, and institutional clients, offering a wide range of wealth management and advisory services with a long-term, tax- and fee-sensitive investment approach rooted in enhanced open architecture.

Daniel Tisser is a CFA® charterholder with five years of industry experience, currently serving at Focus Partners Wealth, LLC. His prior roles include positions at The Colony Group, Allied Wealth Partners, Minnesota Life Insurance, Securian Financial Services, and BNP Paribas Asset 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, 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 Bass is a financial advisor at NorthCoast Asset Management LLC with 15 years of industry experience. He holds the PFS™ designation and Series 65 and 66 licenses. His prior experience includes roles at Telemus Capital LLC and Kovitz Investment Group Partners, 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. 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 portfolio management across various strategies and acting as a fiduciary for ERISA and IRA accounts.

Jay Schuman is a CFP® with 17 years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at The Colony Group, LLC, Connectus Wealth, and Horan Capital Management, LLC. 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.

Mark Bates is a CFP® professional with 11 years of experience in the financial advisory industry. He is currently with Focus Partners Wealth, LLC and has previous experience at Adero Partners, LLC and Vista Wealth Management, 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 along with firm-affiliated private and registered funds.

David Tremblay is a CFP® with 10 years of industry experience, currently advising at Focus Partners Wealth, LLC in Boston, MA. His prior roles include positions at The Colony Group, Cooper Lapman Financial, RBC Capital Markets, Morgan Stanley Smith Barney, and Merrill. Focus Partners Wealth serves individual, high-net-worth, family office, corporate, retirement plan, and institutional clients, providing investment management, financial counseling, family office services, fiduciary services, tax and business management, and sub-advisory solutions. The firm employs a long-term, tax- and fee-sensitive investment approach with a diverse range of strategies and maintains an extensive network of affiliated service companies and product relationships.

Anthony Kosinski is a financial advisor at Focus Partners Wealth, LLC with seven years of industry experience. He holds a Series 66 designation and has worked previously at The Colony Group, LLC, GW & Wade, LLC, and DeFranceschi & Klemm PC. Outside of his advisory role, he operates a business buying and selling sports trading cards. 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 integrates active and passive strategies, private funds, and separate account managers.

Andrew Collins is a CFP®-certified financial advisor with 13 years of industry experience. He is currently with Focus Partners Wealth, LLC, where he has been since 2024, following roles at Buckingham Strategic Wealth, LLC, The Leaders Group, Inc., and Capitas Financial, Inc. Focus Partners Wealth serves individual, high-net-worth, family office, corporate, retirement plan, and institutional clients, providing a range of investment management and wealth services. The firm employs a long-term, tax- and fee-sensitive investment approach using enhanced open architecture, combining fundamental and quantitative analysis with third-party managers and various investment strategies.

Robert Ochenkowski is a CFA® charterholder based in Chicago, IL, with one year of industry experience. He has worked at Altair Advisers, Fiducient Advisors, and Northern Trust, and has been involved with Th Colony Group, LLC since 2014. He is affiliated with Focus Partners Wealth, LLC, an enterprise firm serving individuals, families, institutions, and businesses with wealth advisory and investment management services. The firm employs a long-term investment approach that integrates active and passive strategies within a tax- and fee-sensitive framework and offers a broad range of financial and fiduciary services.

Michael Wright is a CFP® with 14 years of industry experience, currently serving at Focus Partners Wealth, LLC in St. Louis, MO. He has been with The Colony Group, LLC since 2012. Focus Partners Wealth, LLC provides wealth advisory and investment management services to a broad client base including individuals, high-net-worth families, family offices, 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 across various asset types.

Andrea Conway is a CFP® professional affiliated with Focus Partners Wealth, LLC in Chicago, IL. She joined Focus Partners in 2026 and has prior experience with Kovitz Investment Group Partners, LLC and RBC Wealth Management. Her background also includes five years at St. Olaf College and four years at Dundee Crown High School. Focus Partners Wealth provides wealth advisory and investment management services to individuals, families, institutions, and businesses. The firm’s approach combines active and passive strategies within an enhanced open architecture framework, offering a range of discretionary and non-discretionary services along with various specialized investment programs.

Christopher Ricci is a CFP® professional with 18 years of industry experience. He is currently affiliated with Focus Partners Wealth, LLC and has held prior roles at The Colony Group, Buckingham Strategic Wealth, Briggs Advisory Group, and 1st Global entities. Ricci's background includes extensive work in wealth advisory services across multiple firms. 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 services such as investment management, financial counseling, family office solutions, retirement plan fiduciary services, tax and business management, and sub-advisory solutions, employing a tax- and fee-sensitive, long-term investment approach that integrates fundamental and quantitative analysis.

Kyle Whisenhunt is a CFP® and Series 66-registered advisor with eight years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at The Colony Group, HoyleCohen, San Diego Wealth Management, Sagepoint Financial, and Wolters, Hagar & Pratt Financial Planning. 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 using a combination of active and passive strategies, separate account managers, private funds, mutual funds, and ETFs.

Fabian Garces is a CFP® and CFA® with four years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at Bordeaux Wealth Advisors and Calvo Enterprises. He serves as Vice-Chairman and Chair of the Asset/Liability Committee on the Board of Directors of Bank of Saipan, a community bank. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, institutions, and businesses, offering a range of portfolio management, financial counseling, and fiduciary services. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that combines active and passive strategies and manages various private and registered funds.

John Roessler is a CFP® with 22 years of industry experience, currently serving at NorthCoast Asset Management LLC. His prior work includes roles at Focus Partners Wealth, Kovitz Securities, Kovitz Investment Group Partners, and Firstwave Financial Inc. NorthCoast Asset Management provides investment advisory services to individuals, retirement plans, corporations, and charitable organizations. The firm employs a quantitative and systematic investment approach, utilizing proprietary models and risk management techniques across a broad range of portfolio strategies.

Brenda Delmore is a financial advisor with Focus Partners Wealth, LLC, holding Series 63, 65, and 66 licenses and 12 years of industry experience. She previously worked at The Colony Group, LLC, GYL Financial Synergies, LLC, and Resnick Investment Advisors, LLC. Outside of her advisory role, she is an owner of The Bureau LLC, a sales and services business. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, corporations, and institutions, offering a range of investment management and wealth services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines fundamental and quantitative analysis and integrates a broad network of affiliated service companies and product relationships.

Leon Jiang is a financial advisor at Focus Partners Wealth, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at HUB Investment Partners, Millennium Advisory Services, and engaged in various roles outside finance, including in the food service industry. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, corporate, retirement plan, and institutional clients. The firm employs a long-term, tax- and fee-sensitive investment approach using enhanced open architecture, blending fundamental and quantitative analysis with third-party managers and a range of investment strategies.

Roger Millbrook Jr. is a financial advisor at Focus Partners Wealth, LLC with 15 years of industry experience. He holds the PFS™ and Series 63 designations. His previous roles include positions at The Colony Group, Buckingham Strategic Wealth, and Siena Wealth Advisors. Millbrook also has longstanding involvement with Hicks Millbrook & Cwayna, PLLC and Siena Accounting, CPA, PLLC. 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 emphasizes tax- and fee-sensitivity within an enhanced open architecture framework, combining active and passive strategies along with firm-affiliated private and registered funds.

Sara Cooke is a CFP® professional with 16 years of industry experience. She is currently with Focus Partners Wealth, LLC and has previously worked at The Colony Group, LLC, Buckingham Asset Management, LLC, and Morgan Stanley. 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 across various asset types.