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Keith R

PFS™, Series 65

Farmington Hills, MI

Focus Partners Wealth, LLC

Keith Rybak is a financial advisor with Focus Partners Wealth, LLC and holds the PFS™ designation and Series 65 license. He has 15 years of industry experience, including roles at Wasserman Wealth Management, LLC and The Colony Group, LLC. Rybak has also operated Wasserman & Rybak, PLLC since 2008. 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 blends active and passive strategies alongside private and registered funds.

Private / alternative investments Options & derivatives strategies Active portfolio management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Dentist Executive Retired Established Professionals
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Annika B

CFP®, Series 65

Seattle, WA

Focus Partners Wealth, LLC

Annika Brown is a CFP® professional affiliated with Focus Partners Wealth, LLC in Seattle, WA, with one year of industry experience. She previously worked at Merriman Wealth Management, LLC and LPL Financial, LLC, and spent two years at Brigham Young University - Idaho. Focus Partners Wealth serves a diverse client base including individual, high-net-worth, family office, corporate, and institutional clients. The firm employs a long-term, tax- and fee-sensitive investment approach utilizing enhanced open architecture and integrates a broad range of investment strategies alongside affiliated insurance, lending, and real-estate private fund solutions.

Private / alternative investments Options & derivatives strategies Active portfolio management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Dentist Executive Retired Established Professionals
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Daniel N

CFP®, Series 63, Series 66

Morgan Hill, CA

Focus Partners Wealth, LLC

Daniel Newquist is a CFP® professional with 25 years of experience in the financial services industry. He is currently with Focus Partners Wealth, LLC and has held prior roles at The Colony Group, Buckingham Strategic Wealth, and Securities America, among others. From 2016 to 2020, he was involved with the Charter School of Morgan Hill Foundation. 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, combining active and passive strategies across various investment vehicles and managing a range of private and registered funds.

Private / alternative investments Options & derivatives strategies Active portfolio management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Dentist Executive Retired Established Professionals
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Naomi B

Series 63, Series 65

Norfolk, VA

Focus Partners Wealth, LLC

Naomi Brock is a financial advisor with Focus Partners Wealth, LLC, holding Series 63 and Series 65 credentials and bringing 10 years of industry experience. She previously worked at Henderson Financial Group and PNC Investments Inc. Outside of her advisory role, she operated Treasure Life Fitness and Health, LLC for 10 years and is a commissioned notary in Virginia. Focus Partners Wealth serves a diverse client base that includes individuals, high-net-worth families, family offices, corporations, and institutional clients. The firm offers a range of integrated wealth management services employing a long-term, tax- and fee-sensitive investment approach that combines fundamental and quantitative analysis with third-party managers and alternative strategies.

Private / alternative investments Options & derivatives strategies Active portfolio management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Dentist Executive Retired Established Professionals
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Christopher R

CFP®, Series 63, Series 65

Indianapolis, IN

Focus Partners Wealth, LLC

Christopher Rodgers is a CFP® with eight years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at Buckingham Strategic Wealth, LLC, World Equity Group, Financial Enhancement Group LLC, and KeyBank. Focus Partners Wealth serves a wide range of clients, including individuals, high-net-worth families, family offices, corporate entities, retirement plans, and institutions. The firm employs a long-term, tax- and fee-sensitive investment approach using enhanced open architecture, blending fundamental and quantitative analysis, and offers diverse investment strategies alongside an extensive network of affiliated service companies.

Private / alternative investments Options & derivatives strategies Active portfolio management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Dentist Executive Retired Established Professionals
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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 previously worked at Kovitz Investment Group Partners, LLC and Telemus Capital, LLC. Outside of finance, she has worked at Tanglewood Golf Course and has a background that includes studies and various roles dating back to 2013. Focus Partners Wealth serves a wide range of clients, including individuals, family offices, and institutions, offering comprehensive wealth management, retirement plan services, and sub-advisory solutions. The firm employs a long-term, tax- and fee-sensitive investment approach that integrates fundamental and quantitative analysis, with access to a broad network of affiliated service companies and product relationships.

Private / alternative investments Options & derivatives strategies Active portfolio management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Dentist Executive Retired Established Professionals
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William A

CFP®, Series 66, Series 63

Phoenix, AZ

Focus Partners Wealth, LLC

William Abram is a CFP® with nine years of industry experience. He currently works at Focus Partners Wealth, LLC and has held prior roles at Churchill Management Group, Charles Schwab Bank, CHARLES SCHWAB & CO., Inc., Paradise Valley Community College, and BBVA Compass. Focus Partners Wealth serves individual, high-net-worth, family office, corporate, retirement plan, and institutional clients, offering a range of investment management and wealth services. The firm employs a long-term, tax- and fee-sensitive investment approach using enhanced open architecture and integrates a broad array of affiliated service companies and product relationships.

Private / alternative investments Options & derivatives strategies Active portfolio management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Dentist Executive Retired Established Professionals
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Peyton H

Series 65

Ridgeland, MS

Focus Partners Wealth, LLC

Peyton Hudson is a Series 65-licensed financial advisor at Focus Partners Wealth, LLC with three years of industry experience. His prior roles include positions at The Colony Group, LLC, Buckingham Strategic Wealth, LLC, and Local Mortgage. He also worked at Mississippi State University for five years. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, institutions, and businesses. The firm emphasizes a long-term, tax- and fee-sensitive investment approach using a combination of active and passive strategies within an enhanced open architecture framework.

Private / alternative investments Options & derivatives strategies Active portfolio management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Dentist Executive Retired Established Professionals
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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. His prior roles include positions at Mariner Wealth Advisors and Mooney Lyons. 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 within an enhanced open architecture framework.

Private / alternative investments Options & derivatives strategies Active portfolio management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Dentist Executive Retired Established Professionals
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Travis H

CFP®, Series 66

Portland, OR

Focus Partners Wealth, LLC

Travis Harper is a CFP® and holds a Series 66 license with 11 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 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 various specialized offerings.

Private / alternative investments Options & derivatives strategies Active portfolio management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Dentist Executive Retired Established Professionals
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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 has worked previously at Kovitz Investment Group Partners, LLC and J.P. Morgan Securities Inc. He is based in Chicago, IL. Focus Partners Wealth serves a diverse client base, including individuals, high-net-worth families, corporate and institutional clients, offering investment management, financial counseling, and integrated wealth services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines fundamental and quantitative analysis with a broad range of strategies and extensive affiliated service offerings.

Private / alternative investments Options & derivatives strategies Active portfolio management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Dentist Executive Retired Established Professionals
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Maggie L

CFP®, Series 63, Series 66

Menlo Park, CA

Focus Partners Wealth, LLC

Maggie Liu is a CFP®-certified financial advisor with 21 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, LLC provides wealth advisory and investment management services to individuals, families, institutions, and businesses, offering both discretionary and non-discretionary portfolio management alongside financial counseling and family office services. The firm employs a long-term investment approach that combines active and passive strategies within an enhanced open architecture framework.

Private / alternative investments Options & derivatives strategies Active portfolio management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Dentist Executive Retired Established Professionals
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Stephen H

Grand Ledge, MI

Focus Partners Wealth, LLC

Stephen Hicks is a financial advisor with Focus Partners Wealth, LLC, based in Grand Ledge, MI, with 15 years of industry experience. He has held positions at The Colony Group, LLC, Bam Management, LLC, Buckingham Strategic Wealth, LLC, and various other firms dating back to 1998. Hicks also serves as an adjunct professor in the business department at Lansing Community College. 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 emphasizing tax- and fee-sensitivity and offers a broad range of services including portfolio management, financial counseling, family office services, and fiduciary consulting.

Private / alternative investments Options & derivatives strategies Active portfolio management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Dentist Executive Retired Established Professionals
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Alan B

Series 66

Denver, CO

Focus Partners Wealth, LLC

Alan Beugg is a financial advisor at Focus Partners Wealth, LLC in Denver, CO, holding a Series 66 designation with 27 years of industry experience. His prior roles include positions at Kovitz Investment Group Partners, LLC, IFAM Capital, and PURSHE KAPLAN STERLING INVESTMENTS, Inc. 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, combining active and passive strategies, separate account managers, private funds, mutual funds, and ETFs.

Private / alternative investments Options & derivatives strategies Active portfolio management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Dentist Executive Retired Established Professionals
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Deanna S

Series 66

Charlotte, NC

Focus Partners Wealth, LLC

Deanna Strean is a financial advisor at Focus Partners Wealth, LLC with 16 years of industry experience. She holds a Series 66 designation and has worked at firms including The Colony Group, Buckingham Strategic Wealth, Carolina Capital Consulting, and Contrary Investment Advisors. Prior to her current roles, she operated Strean Financial Services and was associated with H. Beck, Inc. 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’s investment approach combines active and passive strategies within a long-term, tax- and fee-sensitive framework and offers a range of fiduciary, financial counseling, and family office services.

Private / alternative investments Options & derivatives strategies Active portfolio management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Dentist Executive Retired Established Professionals
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Daniel S

Series 63, Series 66

Needham, MA

Focus Partners Wealth, LLC

Daniel Sugameli is a financial advisor at Focus Partners Wealth, LLC with 15 years of industry experience. He holds Series 63 and Series 66 credentials. Prior to joining Focus Partners Wealth, he worked at Eaton Vance Distributors, Inc. and Eaton Vance Management for a combined total of seven years. 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 long-term, tax- and fee-sensitive investment approach that integrates fundamental and quantitative analysis, third-party managers, and various investment strategies across managed and held-away assets, while leveraging an extensive network of affiliated service companies and product relationships.

Private / alternative investments Options & derivatives strategies Active portfolio management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Dentist Executive Retired Established Professionals
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Joseph S

Series 65

St. Louis, MO

Focus Partners Wealth, LLC

Joseph Swanson is a Series 65-licensed financial advisor with Focus Partners Wealth, LLC, based in St. Louis, MO, with three years of industry experience. His prior work includes roles at The Colony Group, LLC and Buckingham Strategic Wealth, as well as a five-year tenure at Webster University. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, family offices, corporate, retirement plan, and institutional clients, offering a range of wealth management, financial counseling, and fiduciary services. The firm employs a long-term, tax- and fee-sensitive investment approach and integrates fundamental and quantitative analysis, third-party managers, and alternative strategies across managed and held-away assets.

Private / alternative investments Options & derivatives strategies Active portfolio management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Dentist Executive Retired Established Professionals
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Michael E

CFP®, Series 65

Bellevue, WA

Focus Partners Wealth, LLC

Michael Ersser Jr. is a CFP® with seven years of industry experience, currently serving as a financial advisor at Focus Partners Wealth, LLC since 2025. His prior experience includes roles at Merriman Wealth Management, BlackRock, and Zulily. He also briefly worked in the food service industry with MOD Super-Fast Pizza. 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 various managed accounts.

Private / alternative investments Options & derivatives strategies Active portfolio management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Dentist Executive Retired Established Professionals
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Mark V

CFP®, Series 66, Series 63

Portland, OR

Focus Partners Wealth, LLC

Mark Vermillion is a CFP® certificant with 21 years of experience in the financial services industry. He currently works at Focus Partners Wealth, LLC and has held prior positions at Central Willamette Credit Union, Key Investment Services, KeyBank, and JGC Wealth Management, LLC. Focus Partners Wealth serves a broad range of clients including individuals, high-net-worth families, corporate and institutional investors, offering services such as investment management, financial counseling, family office and retirement plan fiduciary services, and tax and business management. The firm employs a long-term, tax- and fee-sensitive investment approach that integrates fundamental and quantitative analysis with a wide array of investment strategies and affiliated service companies.

Private / alternative investments Options & derivatives strategies Active portfolio management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Dentist Executive Retired Established Professionals
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Christopher E

CFP®, Series 66

Charleston, WV

Focus Partners Wealth, LLC

Christopher Erlewine is a CFP® professional with 23 years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at The Colony Group, LLC, Buckingham Strategic Wealth, LLC, and Arnett Carbis Toothman Wealth Advisors. 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 and integrates a variety of active and passive strategies within an enhanced open architecture framework.

Private / alternative investments Options & derivatives strategies Active portfolio management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Dentist Executive Retired Established Professionals
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