Amanda Merrill is a CFP® and holds a Series 65 license with nine years of industry experience. She is currently with Focus Partners Wealth, LLC and has previously worked at Buckingham Strategic Wealth, LLC and Moneta Group Investment Advisors, LLC. Focus Partners Wealth serves a diverse client base, including individuals, high-net-worth clients, family offices, corporations, retirement plans, and institutions. The firm employs a long-term, tax- and fee-sensitive investment approach utilizing enhanced open architecture, combining fundamental and quantitative analysis along with third-party managers and a range of investment strategies.

Nishant Pandya is a financial advisor at Focus Partners Wealth, LLC with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including The Colony Group, Buckingham Strategic Wealth, and Lwi Financial. 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.

Tyler Cissell is a financial advisor at Focus Partners Wealth, LLC with a Series 65 designation. He has been with Focus Partners Wealth since 2026 and has prior experience in accounting and education, including roles at Crowe LLP, MCM CPA's & Advisors LLP, and Galen College of Nursing. Focus Partners Wealth serves a diverse client base including individuals, family offices, and institutions, offering investment management and a range of wealth services. The firm uses a long-term, tax- and fee-sensitive investment approach featuring enhanced open architecture and integrates both discretionary and nondiscretionary advice across various asset types.

Jacob Neiner is a CFP® with five years of industry experience, currently serving at Focus Partners Wealth, LLC since 2025. He has previously worked at Moneta Group Investment Advisors, LLC for several years beginning in 2018. 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 using a combination of fundamental and quantitative analysis, third-party managers, and alternative strategies, supported by an extensive network of affiliated service companies and product relationships.

Robert Phillips is a CFP®, CFA®, and PFS™ with 23 years of industry experience. He is currently with Focus Partners Wealth, LLC and previously worked at Spectrum Wealth Counsel, LLC and Spectrum Management Group, Inc. Phillips is also a member of Phoenix Partners, LLC, an investment entity formed with a co-owner of Slaint, LLC. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth clients, family offices, corporations, retirement plans, and institutions. The firm employs a long-term, tax- and fee-sensitive investment approach and offers a broad range of wealth management and advisory services, supported by an extensive network of affiliated service companies and product relationships.

Richard Brown is a CFP® with nine years of industry experience. He is currently affiliated with Focus Partners Wealth, LLC and has previously worked at The Colony Group, LLC, Buckingham Strategic Wealth, LLC, and Davis Financial Planning. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, family offices, corporate, retirement plan, and institutional clients. The firm offers a range of services such as investment management, financial counseling, family office and wealth services, retirement plan fiduciary services, and sub-advisory solutions, employing a long-term, tax- and fee-sensitive investment approach with enhanced open architecture.

Evan Ferry is a financial advisor at NorthCoast Asset Management LLC with one year of industry experience. He holds a Series 65 license and has worked at Focus Partners Wealth, Kovitz Investment Group Partners, and Relative Value Partners. Outside of finance, his background includes several years of employment at country clubs. NorthCoast Asset Management provides investment advisory services to a diverse client base, including individuals, retirement plans, corporations, and charitable organizations. The firm uses a quantitative and systematic investment approach with proprietary models, managing most client relationships on a discretionary basis.

Caroline Keenan is a financial advisor at Focus Partners Wealth, LLC with 30 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including The Colony Group, LLC, GYL Financial Synergies, LLC, Iridian Asset Management LLC, and Iam Capital Corporation. 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.

Thomas Russo is a financial advisor at Focus Partners Wealth, LLC with two years of industry experience. He previously worked at Wells Fargo Advisors and First Republic Bank. Focus Partners Wealth serves a broad range of clients including individuals, high-net-worth families, corporate entities, and institutional investors, offering comprehensive wealth management and financial services. The firm employs a long-term, tax- and fee-sensitive investment strategy that combines fundamental and quantitative analysis, incorporating alternative investments and overlay strategies.

Cameron Ralston is a financial advisor at Focus Partners Wealth, LLC with a Series 65 credential. He has recently started his career in the industry, joining Focus Partners Wealth in 2026 following experience at Qualcomm and LR Interior Design. 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 using enhanced open architecture, combining fundamental and quantitative analysis with a range of investment strategies and affiliated service companies.

Adam Firely is a CFP® professional with eight years of industry experience, currently serving as an advisor at Focus Partners Wealth, LLC since 2021. Prior to this, he worked at myCIO Wealth Partners, LLC from 2016 to 2020. 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 emphasizing tax and fee sensitivity within an enhanced open architecture framework that integrates active and passive strategies, separate account managers, private funds, mutual funds, and ETFs.

Daniel May is a financial advisor with Focus Partners Wealth, LLC, holding Series 63 and Series 66 designations and 34 years of industry experience. His prior roles include positions at The Colony Group, Buckingham Strategic Wealth, Securities America, RNP Advisory Services, and Foothill Securities. He participates in a local networking group, LGNG, where he occasionally assists with financial reporting and analysis. Focus Partners Wealth serves a diverse client base ranging from individual to institutional investors and offers comprehensive wealth management, financial counseling, and sub-advisory services. The firm employs a long-term, tax- and fee-sensitive investment strategy that integrates fundamental and quantitative analysis alongside third-party managers, with access to a wide range of investment products and affiliated service companies.

Andrea Ellis is a CFP® professional with 19 years of industry experience. She joined Focus Partners Wealth, LLC in 2026 and has previously worked at firms including Pinnacle Advisors, Mariner Wealth Advisors, JMG Financial Group, Ltd., and Budros, Ruhlin & Roe, Inc. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, family offices, corporations, retirement plans, and institutional investors. 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 alternative strategies.

Michelle Smith is a financial advisor at Focus Partners Wealth, LLC with three years of industry experience. She holds a Series 65 designation and previously worked at Merriman Wealth Management and KeyBank. 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 integrates active and passive strategies, separate account managers, private funds, mutual funds, and ETFs.

Mackenzie Cunningham is a CFA® charterholder with nine years of industry experience, currently serving at Focus Partners Wealth, LLC. Prior to joining Focus Partners, Cunningham held positions at The Colony Group, InterOcean Capital Group, CAPTRUST, TrustCore, Wedbush Securities, and Avondale Partners. Focus Partners Wealth serves a diverse client base including individuals, family offices, corporations, and institutional investors, offering a range of services such as investment management, financial counseling, and retirement plan fiduciary services. The firm employs a long-term, tax- and fee-sensitive investment approach with an emphasis on enhanced open architecture, combining fundamental and quantitative analysis alongside third-party managers and specialized strategies.

Charles Jones is a CFP® with two years of industry experience, currently an advisor at Focus Partners Wealth, LLC. He previously worked at Merriman Wealth Management and has held roles including teaching and grading asset management courses at the University of Washington. Jones balances his advisory work with academic involvement, assisting a finance professor by grading assignments for an asset management class. Focus Partners Wealth serves a diverse client base ranging from individuals to institutional investors, offering a suite of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that integrates fundamental and quantitative analysis and collaborates with third-party managers across various asset classes.

Ryan Mitchell is a CFP® and holds a Series 65 license with 14 years of industry experience. He has worked at Focus Partners Wealth, LLC since 2024 and previously was with Buckingham Strategic Wealth, LLC and Win Wealth Management, Inc. He also spent 15 years with University of Denver Media Relations. 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 includes both active and passive strategies.

Alex Chan is a CFP® affiliated with Focus Partners Wealth, LLC and has one year of industry experience. Prior to joining Focus Partners Wealth, Alex held roles at Allium Financial Advisors, SteelPeak Wealth, and UBS Financial Services among others. 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 emphasizes a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that combines active and passive strategies alongside various specialized offerings.

Todd Jones is a financial advisor at Focus Partners Wealth, LLC with 19 years of industry experience. He holds the Series 66 designation and previously worked at Gratus Capital LLC for 10 years before joining Focus Partners Wealth in 2024. 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 alongside various specialized offerings.

Zachary Lemasters is a financial advisor at Focus Partners Wealth, LLC with one year of industry experience. He holds a Series 66 designation and previously worked at Cambridge Investment Research Advisors and Principia College. Outside of advising, he is active as an independent insurance agent for various agencies. 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 alongside private and registered funds.