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Ryan G
Series 63, Series 65
Scottsdale, AZ
Focus Partners Wealth, LLC
Ryan Gargol is a financial advisor with Focus Partners Wealth, LLC, holding Series 63 and Series 65 credentials and 16 years of industry experience. His prior roles include positions at Sonora Investment Management Group, LLC and The Vanguard Group, INC. Outside of advising, he maintains a real estate license. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with a comprehensive range of wealth management and advisory services. The firm utilizes a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies with access to private funds and third-party managers.
John P
New York, NY
Focus Partners Wealth, LLC
John Paduano is a financial advisor with Focus Partners Wealth, LLC in New York, NY, holding four years of industry experience. He worked at New Providence Asset Management for 16 years before joining Focus Partners Wealth in 2021. Outside of his advisory role, he is involved with Paduano Associates, LLC, a firm he founded in 2009. 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 using a blend of active and passive strategies, third-party managers, and private funds.
Kittiwat S
CFP®
Santa Monica, CA
Focus Partners Wealth, LLC
Kittiwat Sripom is a CFP® professional at Focus Partners Wealth, LLC with two years of industry experience. He has previously worked at The Colony Group, LLC, HoyleCohen, LLC, and Libbie Agran Financial Services. 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 utilizes 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.
Lisa L
Series 65
Richmond, VA
Focus Partners Wealth, LLC
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 worked previously at The Colony Group LLC, CapGroup Advisors, and Capital Advisory Group. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial planning, and retirement plan consulting services. The firm employs a long-term, tax- and fee-sensitive investment approach combining active and passive strategies, private funds, and third-party managers under an enhanced open architecture framework.
Robert A
CFP®, Series 63, Series 66
Chicago, IL
Focus Partners Wealth, LLC
Robert Adorno is a CFP®-certified financial advisor with four years of industry experience. He is currently with Focus Partners Wealth, LLC in Chicago, where he has worked since 2026. Prior to that, he held positions at Kovitz Investment Group Partners, LLC and Fidelity Investments. Outside of finance, he has experience working with faith-based organizations and in roles at Amazon and Denver Seminary. 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, tax- and fee-sensitive investment approach that blends active and passive strategies, third-party managers, and private funds under an enhanced open architecture framework.
Frances L
Series 63, Series 66
Bellevue, WA
Focus Partners Wealth, LLC
Frances Lee is a financial advisor at Focus Partners Wealth, LLC with 11 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Coldstream Wealth Management, Umpqua Investments, and Capital One Advisors. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients, offering wealth management, financial and tax planning, and retirement plan consulting. The firm’s investment approach combines active and passive strategies within a long-term, tax- and fee-sensitive framework using fundamental and quantitative analysis.
Andrew C
Series 63, Series 65
Deerfield, IL
Focus Partners Wealth, LLC
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 worked at several firms, including Kovitz Investment Group Partners, Strategic Wealth Partners, and Kestra Financial Services. Outside of his advisory work, he is a partner and business manager of an indoor golf center called Power of the Golf Ball. 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, third-party managers, and private funds within an enhanced open architecture framework.
Keith R
PFS™, Series 65
Farmington Hills, MI
Focus Partners Wealth, LLC
Keith Rybak is a financial advisor at Focus Partners Wealth, LLC with 16 years of industry experience. He holds the PFS™ designation and Series 65 license. His prior experience includes roles at The Colony Group, LLC, Buckingham Strategic Wealth, LLC, and Wasserman Wealth Management, LLC. He has also been associated with Wasserman & Rybak, PLLC since 2008. 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’s investment approach combines active and passive strategies within an enhanced open architecture framework, emphasizing long-term, tax- and fee-sensitive portfolio construction.
Annika B
CFP®, Series 65
Seattle, WA
Focus Partners Wealth, LLC
Annika Brown is a CFP® with one year of industry experience, currently advising at Focus Partners Wealth, LLC. Her prior roles include positions at Merriman Wealth Management, LPL Financial, and teaching at Brigham Young University - Idaho. Focus Partners Wealth, LLC 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 using a blend of active and passive strategies supported by fundamental and quantitative analysis.
Daniel N
CFP®, Series 63, Series 66
Morgan Hill, CA
Focus Partners Wealth, LLC
Daniel Newquist is a CFP® professional with 26 years of experience in the financial services industry. He is currently with Focus Partners Wealth, LLC and has previously worked at firms including The Colony Group, Buckingham Strategic Wealth, and Securities America. From 2016 to 2020, he was involved with the Charter School of Morgan Hill Foundation. Focus Partners Wealth 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 combining active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.
Naomi B
Series 63, Series 65
Norfolk, VA
Focus Partners Wealth, LLC
Naomi Brock is a financial advisor with Focus Partners Wealth, LLC in Norfolk, VA, holding Series 63 and Series 65 credentials and 10 years of industry experience. Her prior roles include positions at Henderson Financial Group and PNC Investments Inc. She also operated Treasure Life Fitness and Health, LLC for 10 years. Additionally, she is a licensed notary in Virginia. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with a range of wealth management services. The firm employs a long-term, tax- and fee-sensitive investment approach combining active and passive strategies within an enhanced open architecture framework.
Christopher R
CFP®, Series 63, Series 65
Indianapolis, IN
Focus Partners Wealth, LLC
Christopher Rodgers is a CFP® with eight years of industry experience, currently serving at Focus Partners Wealth, LLC since 2024. He has prior experience with Buckingham Strategic Wealth, World Equity Group, Financial Enhancement Group, and KeyBank. 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 a blend of active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.
Ruth I
Series 65
Southfield, MI
Focus Partners Wealth, LLC
Ruth Impastato is a financial advisor at Focus Partners Wealth, LLC with two years of industry experience. She holds a Series 65 designation and has previous experience at Kovitz Investment Group Partners, Telemus Capital, and Sentinel Benefits & Financial Group. 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 integrates active and passive strategies, third-party managers, and private funds under an enhanced open architecture framework.
William A
CFP®, Series 63, Series 66
Phoenix, AZ
Focus Partners Wealth, LLC
William Abram is a CFP®-certified financial advisor with nine years of industry experience. He is currently with Focus Partners Wealth, LLC and has prior experience at Churchill Management Group, Charles Schwab Bank, Charles Schwab & Co., Inc., and BBVA Compass. Focus Partners Wealth, LLC 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 an enhanced open architecture framework that combines active and passive strategies, third-party managers, and private funds.
Peyton H
Series 65
Ridgeland, MS
Focus Partners Wealth, LLC
Peyton Hudson is a financial advisor at Focus Partners Wealth, LLC with three years of industry experience. He holds a Series 65 designation and has worked previously at The Colony Group, LLC, Buckingham Strategic Wealth, LLC, and Local Mortgage. He also has a background with Mississippi State University. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients, offering a range of wealth management and advisory services with an investment approach that combines active and passive strategies under an enhanced open architecture framework.
Clayton F
CFP®, Series 66
Deerfield, IL
Focus Partners Wealth, LLC
Clayton Foster is a CFP® with five years of industry experience, currently serving at Focus Partners Wealth, LLC since 2024. He previously worked at Mariner Wealth Advisors and has held positions at Mooney Lyons, Triad Advisors, and the University of Missouri. 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.
Lydia B
Series 65
Houston, TX
Focus Partners Wealth, LLC
Lydia Buhanan is a financial advisor at Focus Partners Wealth, LLC with a Series 65 credential. She has been in the industry since 2024, with prior experience at Encore Legal Process and Genover, LLC. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients, offering wealth management, financial planning, 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.
Travis H
CFP®, Series 66
Portland, OR
Focus Partners Wealth, LLC
Travis Harper is a CFP® and Series 66-registered advisor with 12 years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at The Colony Group, Buckingham Strategic Wealth, Confluence Wealth Management, Mcgee Wealth Management, and Raymond James Financial Services. Focus Partners serves a diverse client base including individuals, high-net-worth families, family offices, and institutional clients with wealth management, advisory, tax planning, and consulting services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party managers, private funds, and proprietary tools such as trend-following and options overlay strategies.
Steven P
Series 63, Series 65
Chicago, IL
Focus Partners Wealth, LLC
Steven Putzel is a financial advisor at Focus Partners Wealth, LLC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at J.P. Morgan Securities Inc. for 14 years and Kovitz Investment Group Partners, LLC for four years. 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, third-party managers, and private funds under an enhanced open architecture framework.
Maggie L
CFP®, Series 63, Series 66
Menlo Park, CA
Focus Partners Wealth, LLC
Maggie Liu is a CFP® professional with 22 years of industry experience. She is currently with Focus Partners Wealth, LLC and has previously worked at firms including Bordeaux Wealth Advisors, Empirical Wealth Management, and Fidelity Brokerage Services. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with 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, third-party managers, and private funds under an enhanced open architecture framework.
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