Joshua Levine is a CFP® professional with 16 years of industry experience, currently serving at Focus Partners Wealth, LLC since 2026. He previously worked at Kovitz Investment Group Partners, LLC and Telemus Capital LLC. Levine is a member of the investment committee at Temple Israel, where he oversees the endowment fund's investment management, and he also participates as a member of Weatherwood Partners LLC, an investment entity focused on various opportunities. Focus Partners Wealth serves individual, high-net-worth, family office, corporate, retirement plan, and institutional clients, offering a wide range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach using enhanced open architecture, combining multiple analytical methods and a diverse set of investment strategies.

Brandon Schumacher is a financial advisor at Focus Partners Wealth, LLC with five years of industry experience. He holds a Series 66 designation and has worked at firms including The Colony Group, Buckingham Strategic Wealth, Bank of America, Merrill, and Royal Bank of Canada Wealth Management. Focus Partners Wealth serves individual, high-net-worth, family office, corporate, retirement plan, and institutional clients, offering investment management, financial counseling, family office services, and fiduciary retirement plan solutions. The firm employs a long-term, tax- and fee-sensitive investment approach that integrates fundamental and quantitative analysis with third-party managers and alternative strategies.

Bruce Hotaling is a CFA® charterholder with 19 years of industry experience, currently serving at Focus Partners Wealth, LLC since 2024. He previously worked at GYL Financial Synergies, LLC and led Hotaling Investment Management, LLC for over a decade. Hotaling is a board member of The Merchant Fund, a non-investment organization based in Philadelphia. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, family offices, corporations, retirement plans, and institutions, offering a range of wealth management and advisory services. The firm utilizes a long-term, tax- and fee-sensitive investment approach incorporating fundamental and quantitative analysis, as well as a broad network of affiliated service companies and product relationships.

Geoffrey Curran is a CFP®, CFA®, and Series 66-licensed advisor with 13 years of industry experience. He joined Focus Partners Wealth, LLC in 2025 after nine years at Merriman Wealth Management, LLC. Outside of his advisory role, he volunteers on the investment advisory committees for the Greater Tacoma Community Foundation and the Tacoma Employees Retirement System and also writes and self-publishes fiction as a hobby. Focus Partners Wealth serves a diverse client base, including individuals, families, corporate and institutional clients, offering investment management, financial counseling, family office, and retirement plan fiduciary services. The firm employs a long-term, tax- and fee-sensitive investment approach featuring enhanced open architecture, combining fundamental and quantitative analysis along with consultant input and third-party managers when appropriate.

Brandon Lappin is a financial advisor at Focus Partners Wealth, LLC in Boston, MA. He holds a Series 65 designation and began his advisory career with Focus Partners in 2022. Prior to joining the firm, he was a college student from 2017 to 2021. 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.

Daniel Eye is a CFA® charterholder with 11 years of industry experience, currently serving as an advisor at NorthCoast Asset Management LLC. His career includes roles at Focus Partners Wealth, Kovitz Investment Group Partners, Fort Pitt Capital Group, and Roof Advisory Group. He holds a Series 63 license and is based in Pittsburgh, PA. NorthCoast Asset Management provides investment advisory services to individuals, retirement plans, corporations, and charitable organizations. The firm employs a quantitative and systematic investment approach with proprietary models and offers a wide range of portfolio management strategies, including alternatives and private investment vehicles.

Dawn Doebler is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Focus Partners Wealth, LLC since 2018. Prior to that, she worked at Bridgewater Wealth & Financial Management, LLC. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, family offices, corporations, retirement plans, and institutions. The firm employs a long-term, tax- and fee-sensitive investment approach that incorporates fundamental and quantitative analysis, third-party managers, and alternative strategies, supported by a broad network of affiliated service companies and product relationships.

Jed Brody is a CFP® and ChFC® with 35 years of industry experience. He is currently with Focus Partners Wealth, LLC and has prior experience at Apollo Global Management, Griffin Capital Securities, and National Life Group. Outside of his advisory work, he volunteers as a Hebrew School teacher at Ortzion Synagogue and participates in financial counseling educational seminars for military personnel through Magellan Federal. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, and institutional investors, offering a range of wealth management, financial counseling, and fiduciary services. The firm employs a long-term, tax- and fee-sensitive investment approach that integrates fundamental and quantitative analysis along with a broad array of investment strategies and affiliated service offerings.

Adam Silvey is a financial advisor at Focus Partners Wealth, LLC with 12 years of industry experience. He holds a Series 66 designation and has worked at The Colony Group, LLC and GW & Wade, LLC in various roles since 2012. Outside of his advisory work, he holds a part-time position as a payroll administration supervisor at Securitias USA. 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 other investment vehicles.

Jacob Wham is a financial advisor at Focus Partners Wealth, LLC with 12 years of industry experience. He holds a Series 65 designation and previously worked at Merriman Wealth Management, where he spent 18 years. 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 investment approach that emphasizes tax- and fee-sensitivity within an enhanced open architecture framework combining active and passive strategies, separate account managers, private funds, mutual funds, and ETFs.

Andrew Schneider is a CFP® with six years of industry experience, currently affiliated with Focus Partners Wealth, LLC. His career includes roles at The Colony Group, Buckingham Strategic Wealth, RJM Wealth Management, Midland States Bank, Ozinga, and Olivet Nazarene University. 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 across various asset types.

Stephanie Sather is a Series 65-licensed advisor with seven years of industry experience. She is currently with Focus Partners Wealth, LLC and has prior experience at Buckingham Asset Management, LLC. She is based in St. Louis, MO. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, 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 multiple asset types.

Mark Rossi is a financial advisor at Focus Partners Wealth, LLC in New York, NY, holding a Series 65 designation with two years of industry experience. He previously worked at RiversEdge Advisors, LLC and NAXION Research and Consulting. 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 investment approach that combines active and passive strategies within an enhanced open architecture framework.

Ryan Gargol is a financial advisor with Focus Partners Wealth, LLC in Scottsdale, AZ, holding Series 63 and Series 65 licenses and having 16 years of industry experience. His prior roles include positions at Sonora Investment Management Group, LLC, Sonora Investment Management LLC, and The Vanguard Group, INC. He maintains a real estate license but does not actively engage in related business activities. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, institutions, and businesses, employing a long-term investment approach that integrates active and passive strategies within an enhanced open architecture framework. The firm offers a broad range of services including portfolio management, financial counseling, family office services, and fiduciary consulting.

John Paduano is a financial advisor with Focus Partners Wealth, LLC in New York, NY, holding four years of industry experience. He previously worked at New Providence Asset Management for 16 years. Outside of his advisory role, he manages Paduano Associates, 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.

Eileen Holmes is a financial advisor at Focus Partners Wealth, LLC with 28 years of industry experience. She holds a Series 63 designation and previously worked at Churchill Management Group for 56 years. Outside of her advisory role, she serves as Executive Vice President and Secretary-Treasurer of Chartwell Properties, Inc., a property management and accounting firm. 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 integrates active and passive strategies.

Kittiwat Sripom is a CFP® professional at Focus Partners Wealth, LLC with one year of industry experience. Prior to joining Focus Partners, he worked at The Colony Group, LLC and HoyleCohen, LLC, accumulating seven years of experience at the latter. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth clients, family offices, corporations, retirement plans, and institutions. The firm utilizes a long-term, tax- and fee-sensitive investment approach that incorporates fundamental and quantitative analysis along with access to third-party managers and alternative investment strategies.

Lisa Longest is a financial advisor at Focus Partners Wealth, LLC with 24 years of industry experience. She holds a Series 65 designation and has been with The Colony Group LLC since 2015. 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 investment approach that emphasizes tax- and fee-sensitivity within an enhanced open architecture framework, combining active and passive strategies alongside a variety of specialized offerings.

Robert Adorno is a CFP® professional with four years of industry experience, currently with Focus Partners Wealth, LLC. He has previously worked at Kovitz Investment Group Partners, FIDELITY INVESTMENTS, and has a background that includes roles outside finance such as at Amazon and religious organizations. 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 tax- and fee-sensitive investment approach combining fundamental and quantitative analysis, offering a broad range of investment and wealth management services through an extensive network of affiliated service companies and product relationships.

Andrew Cohn is a financial advisor at Focus Partners Wealth, LLC with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Kovitz Investment Group Partners, Strategic Wealth Partners, Kestra Financial Services, The Bensman Group, and has ongoing business activities with Rotunda Strategy and Goliath Enterprises. Outside of finance, he is a partner and business manager at Power of the Golf Ball, an indoor golf center. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, family offices, corporations, retirement plans, and institutions. The firm offers a wide range of services such as investment management, financial counseling, family office offerings, retirement plan fiduciary services, and sub-advisory solutions, utilizing a long-term, tax- and fee-sensitive investment approach with an emphasis on enhanced open architecture.