Stephen Hicks is a financial advisor at Focus Partners Wealth, LLC with 16 years of industry experience. His prior roles include positions at The Colony Group, LLC, Buckingham Strategic Wealth, LLC, and Siena Wealth Advisors, as well as legal practice through his own law office. He serves as an adjunct professor in the business department at Lansing Community College. Focus Partners Wealth, LLC provides wealth management and advisory services to individuals, high-net-worth families, family offices, and institutional clients. The firm’s investment approach blends active and passive strategies within an enhanced open architecture framework, emphasizing long-term, tax- and fee-sensitive portfolio construction.

Alan Beugg is a financial advisor at Focus Partners Wealth, LLC with 28 years of industry experience. He holds a Series 66 designation and has previously worked at Kovitz Investment Group Partners, Ifam Capital, PURSHE KAPLAN STERLING INVESTMENTS, UBS Financial Services, and Citigroup Global Markets. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with a range of wealth management and advisory services. The firm emphasizes long-term, tax- and fee-sensitive portfolio construction using a blend of active and passive strategies within an enhanced open architecture framework.

Deanna Strean is a financial advisor with Focus Partners Wealth, LLC, holding a Series 66 designation and 16 years of industry experience. Her career includes roles at The Colony Group, LLC, Buckingham Strategic Wealth, LLC, and Carolina Capital Consulting, Inc., among others. Focus Partners serves a diverse client base including individuals, high-net-worth families, family offices, and institutional clients, offering wealth management, financial and tax planning, and retirement plan consulting. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that combines active and passive strategies, third-party managers, and private funds.

Adam Kinsinger is a CFP®-certified financial advisor with two years of industry experience, currently with Focus Partners Wealth, LLC in Chicago. He previously worked at ShankerValleau Wealth Advisors, Inc. and DVI. Outside of advising, he assists with tax preparation at ShankerValleau Accountants, Inc., an accounting firm. Focus Partners Wealth, LLC provides wealth management and advisory services to individuals, high-net-worth families, family offices, and institutional clients. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party managers, and private funds.

Daniel Sugameli is a financial advisor at Focus Partners Wealth, LLC with 16 years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes roles at Eaton Vance Distributors, Inc. and Eaton Vance Management spanning seven years. Focus Partners serves individuals, high-net-worth families, family offices, corporate, and institutional clients, providing wealth management and advisory services. The firm’s investment approach emphasizes long-term, tax- and fee-sensitive portfolio construction that blends active and passive strategies within an enhanced open architecture framework.

Joseph Swanson is a Series 65-licensed advisor at Focus Partners Wealth, LLC with three years of industry experience. He previously worked at Buckingham Strategic Wealth and The Colony Group, LLC, and spent five years at Webster University. Focus Partners Wealth serves a wide range of clients, including individuals, high-net-worth families, family offices, and institutional clients, offering wealth management and advisory services with a focus on long-term, tax- and fee-sensitive portfolio construction that blends active and passive strategies within an enhanced open architecture framework.

Michael Ersser Jr. is a CFP® and Series 65 credentialed advisor at Focus Partners Wealth, LLC with seven years of industry experience. He previously worked at Merriman Wealth Management and BlackRock, and has an additional background in the food service industry with MOD Super-Fast Pizza. Focus Partners Wealth serves a range of clients including individuals, high-net-worth families, family offices, and institutional clients, offering services such as investment management, financial and tax planning, and employee benefit 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.

Mark Vermillion is a CFP® with 21 years of experience in the financial services industry. He is currently an advisor at Focus Partners Wealth, LLC and has held roles at Central Willamette Credit Union, Key Investment Services, KeyBank, and JGC Wealth Management, LLC. Focus Partners serves individuals, high-net-worth families, family offices, corporate and institutional clients with a comprehensive range of wealth management and advisory services. The firm emphasizes long-term, tax- and fee-sensitive portfolio construction using a blend of active and passive strategies within an enhanced open architecture framework.

Christopher Erlewine is a CFP® with 23 years of industry experience, currently serving at Focus Partners Wealth, LLC. His prior roles include positions at The Colony Group, Buckingham Strategic Wealth, Arnett Carbis Toothman Wealth Advisors, BB&T Investment Services, Harrisdirect, and Morgan Stanley. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with 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 within an enhanced open architecture framework.

Amanda Merrill is a CFP® with nine years of industry experience, currently serving as a financial advisor at Focus Partners Wealth, LLC. She previously worked at The Colony Group, LLC, Buckingham Strategic Wealth, LLC, and Moneta Group Investment Advisors, LLC. Focus Partners Wealth 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 using a blend of active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

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, LLC, Buckingham Strategic Wealth, LLC, and LWI Financial Inc. Focus Partners serves a diverse client base including individuals, high-net-worth families, family offices, and institutional clients, offering wealth management, financial and tax planning, and retirement plan consulting. The firm employs an enhanced open architecture investment approach combining active and passive strategies, third-party managers, and private funds.

Tyler Cissell is a financial advisor with Focus Partners Wealth, LLC and holds a Series 65 license. He has one year of industry experience and previously worked in various roles across nursing education, accounting, and management from 2015 to 2026. Focus Partners Wealth serves individuals, families, family offices, and institutional clients with wealth management, financial and tax planning, and retirement plan consulting. The firm utilizes a long-term, tax- and fee-sensitive investment approach combining active and passive strategies within an enhanced open architecture framework.

Jacob Neiner is a CFP® professional at Focus Partners Wealth, LLC with five years of industry experience. He previously worked at Moneta Group Investment Advisors, LLC for multiple periods totaling seven years, and has held roles at University of Missouri - St. Louis, Uber, and other organizations. Focus Partners serves a range of clients including individuals, high-net-worth families, family offices, and institutional clients, offering 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 within an enhanced open architecture framework.

Robert Phillips is a financial advisor at Focus Partners Wealth, LLC with 23 years of industry experience. He holds the CFP®, CFA®, and PFS™ designations and has worked at firms including Raymond James & Associates and KeyBanc Capital Markets Inc. Phillips is a member of PHOENIX PARTNERS, LLC, an investment vehicle formed with a co-owner of Slaint, LLC. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients, providing wealth management, financial planning, and investment 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.

Richard Brown is a CFP® and Series 65 credentialed advisor at Focus Partners Wealth, LLC with nine years of industry experience. He previously worked at Buckingham Strategic Wealth, LLC and Davis Financial Planning. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial planning, and consulting 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 proprietary tools within an enhanced open architecture framework.

Evan Ferry is a financial advisor at Focus Partners Wealth, LLC with two years of industry experience and a Series 65 designation. His prior roles include positions at Kovitz Investment Group Partners, Relative Value Partners, and various country clubs, as well as employment at the University of Michigan. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with a wide range of 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.

Caroline Keenan is a financial advisor at Focus Partners Wealth, LLC with 31 years of industry experience. She holds Series 63 and Series 65 designations and has worked at firms including The Colony Group, LLC, GYL Financial Synergies, LLC, Iridian Asset Management LLC, and Iam Capital Corporation. Focus Partners provides wealth management and advisory services to individuals, families, family offices, and institutional clients. The firm uses a long-term, tax- and fee-sensitive investment approach combining active and passive strategies within an enhanced open architecture framework.

Thomas Russo is a financial advisor at Focus Partners Wealth, LLC with two years of industry experience. He previously worked at Wells Fargo Advisors for three years and First Republic Bank for five years. Focus Partners serves individuals, high-net-worth families, family offices, corporate, and institutional clients with a range of wealth management and advisory services. The firm’s investment approach combines active and passive strategies within an enhanced open architecture framework, utilizing fundamental and quantitative analysis alongside specialized tools such as trend-following and options overlay strategies.

Cameron Ralston is a financial advisor at Focus Partners Wealth, LLC in Menlo Park, CA, holding a Series 65 designation. He began his advisory career in 2026 and has prior work experience at Qualcomm and LR Interior Design. Focus Partners serves individuals, high-net-worth families, family offices, 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, integrating fundamental and quantitative analysis along with various portfolio management tools.

Adam Firely is a CFP® professional with eight years of industry experience. He has worked at Focus Partners Wealth, LLC since 2021 and previously spent four years at myCIO Wealth Partners, LLC. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with a variety 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.