Neil Deruiter is a financial advisor at Focus Partners Wealth, LLC with two years of industry experience. He holds the Series 65 designation and has prior experience at Buckingham Strategic Wealth, LLC. Before entering the financial industry, he worked in logistics and transportation sectors. Focus Partners Wealth 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 combines active and passive strategies within an enhanced open architecture framework.

Mary Anderson is a financial advisor with Focus Partners Wealth, LLC and holds a Series 66 designation. She has 19 years of industry experience, including roles at Kovitz Investment Group Partners, LLC, Kovitz Securities, LLC, and Foreside Financial Services, LLC. Focus Partners Wealth 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 within an enhanced open architecture framework.

Andrew Hackett is a financial advisor at Focus Partners Wealth, LLC with nine years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at The Colony Group, Core Wealth Management, Advisors Asset Management, Lincoln Financial Advisors, and The Vanguard Group. Focus Partners serves individual, high-net-worth, 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 within an enhanced open architecture framework.

Carol Cassoli is a financial advisor at Focus Partners Wealth, LLC with 21 years of industry experience. She holds a Series 66 designation and previously worked for G.W. & Wade, Inc. and GW & Wade Asset Management Company for over 26 years. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial planning, and retirement consulting services. The firm’s investment approach combines active and passive strategies with fundamental and quantitative analysis, using various tools and integrating legacy strategies from multiple mergers.

Christopher Wilde is a CFA® charterholder with five years of industry experience. He is currently with Focus Partners Wealth, LLC and has worked previously at The Colony Group, Connectus Wealth, NEIRG Wealth Management, New England Investment & Retirement Group, and SCS Financial Services. 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 using a blend of active and passive strategies, third-party managers, and private funds under an enhanced open architecture framework.

Landon Rogers is a CFP® with six years of industry experience, currently serving as a financial advisor at Focus Partners Wealth, LLC since 2024. He previously worked at Gratus Capital LLC from 2019 to 2024 and Wells Fargo from 2015 to 2019. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services, emphasizing a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Andrew Novak is a CFP® with 10 years of industry experience, currently serving at Focus Partners Wealth, LLC since 2026. His prior roles include positions at Kovitz Investment Group Partners, LLC, Mesirow Financial, Inc., Balasa Dinverno Foltz LLC, and Edward Jones. 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 a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Joshua Levine is a CFP® professional with 16 years of industry experience, currently serving at Focus Partners Wealth, LLC since 2026. His prior roles include positions at Kovitz Investment Group Partners, LLC and Telemus Capital LLC, where he worked for over a decade. Levine is a member of Weatherwood Partners LLC and participates on the Investment Committee for Temple Israel, a religious organization. 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 blending active and passive strategies alongside private funds and third-party managers.

Brandon Schumacher is a financial advisor at Focus Partners Wealth, LLC with six years of industry experience. He holds a Series 66 designation and has worked at several firms including The Colony Group, Buckingham Strategic Wealth, Bank of America, Merrill, and Royal Bank of Canada Wealth Management. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial planning, 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.

Bruce Hotaling is a CFA® charterholder with 19 years of experience in the financial services industry. He is currently with Focus Partners Wealth, LLC and has previously worked at GYL Financial Synergies, Hotaling Investment Management, Raymond James & Associates, and Morgan Stanley. He serves as a board member of The Merchant Fund, a non-investment organization based in Philadelphia. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, corporate and institutional clients with a 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, utilizing fundamental and quantitative analysis along with specialized tools such as trend-following and options overlay strategies.

Geoffrey Curran is a CFP® and CFA® with 13 years of experience in the financial services industry. He has worked at Focus Partners Wealth, LLC since 2025, following nine years at Merriman Wealth Management and three years with TD Ameritrade entities. Outside of his advisory work, he volunteers on the investment advisory committees for the Greater Tacoma Community Foundation and the Tacoma Employees Retirement System, and he writes and self-publishes fiction as a hobby. Focus Partners Wealth, LLC provides wealth management and advisory services to individuals, families, family offices, and institutional clients, offering a range of solutions 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.

Brandon Lappin is a financial advisor at Focus Partners Wealth, LLC in Boston, MA, holding a Series 65 credential with one year of industry experience. His prior experience includes time as a college student and a year of unemployment before joining Focus Partners Wealth. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial and tax planning, and investment 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.

Daniel Eye is a CFA® charterholder with 11 years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at Kovitz Investment Group Partners, Fort Pitt Capital Group, and Roof Advisory Group. Focus Partners Wealth serves individuals, families, family offices, and institutional clients with wealth management, financial and tax planning, and retirement plan consulting. The firm employs an enhanced open architecture investment approach that combines active and passive strategies, third-party managers, and private funds.

Dawn Doebler is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Focus Partners Wealth, LLC since 2018. Her prior experience includes roles at Bridgewater Wealth & Financial Management, Madison Wealth Management, and Ferguson-Johnson Wealth Management, among others. Focus Partners Wealth 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 that integrates both active and passive strategies alongside advanced portfolio management tools and access to private and registered pooled investment vehicles.

Jed Brody is a CFP® and ChFC® with 35 years of experience in the financial industry. He currently works at Focus Partners Wealth, LLC and has previously held roles at Apollo Global Management, Griffin Capital Securities, and National Life Group. Outside of his advisory work, he teaches Sunday school Hebrew and occasionally provides financial counseling education to military personnel. Focus Partners Wealth 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 investment approach that combines active and passive strategies with tax- and fee-sensitive portfolio construction under an enhanced open architecture framework.

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 previously at GW & Wade, LLC and The Colony Group, LLC. Outside of advising, he holds a part-time role as a payroll administration supervisor at Securitias USA. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial planning, and retirement plan consulting. The firm utilizes a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Jacob Wham is a financial advisor at Focus Partners Wealth, LLC with 13 years of industry experience. He holds a Series 65 designation and previously worked for Merriman Wealth Management, LLC for 18 years. Focus Partners 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 both fundamental and quantitative analysis.

Andrew Schneider is a CFP® professional with seven years of industry experience, currently affiliated with Focus Partners Wealth, LLC. His prior roles include positions at The Colony Group, LLC, Buckingham Strategic Wealth, LLC, and RJM Wealth Management Inc. He also has a background in financial services and corporate roles spanning several other firms. Focus Partners Wealth, LLC provides wealth management and advisory services to individuals, high-net-worth families, family offices, and institutional clients, offering a comprehensive range of investment management, financial planning, and consulting services. The firm employs an investment approach that combines active and passive strategies under an enhanced open architecture framework, incorporating both fundamental and quantitative analyses.

Stephanie Sather is a financial advisor at Focus Partners Wealth, LLC with eight years of industry experience. She holds a Series 65 designation and has worked at The Colony Group, LLC and Buckingham Asset Management, LLC. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with a broad 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, integrating fundamental and quantitative analysis along with various specialized portfolio management tools.

Mark Rossi is a financial advisor at Focus Partners Wealth, LLC with a Series 65 designation and three years of industry experience. He previously worked at RiversEdge Advisors, LLC and NAXION Research and Consulting. 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, third-party managers, and private funds within an enhanced open architecture framework.