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Connor W
Series 66
Albany, NY
Focus Partners Wealth, LLC
Connor Wiggins is a Series 66-licensed financial advisor with three years of industry experience. He is currently with Focus Partners Wealth, LLC and previously worked at Rockefeller Financial LLC, Ameriprise Financial Services LLC, and Nylife Securities LLC. His background also includes four years at Siena College and 14 years at Queensbury School. Focus Partners Wealth, LLC provides wealth advisory and investment management services to a wide range of clients, including individuals, high-net-worth families, retirement plans, and institutions. The firm employs a long-term, tax- and fee-sensitive investment approach that integrates active and passive strategies within an enhanced open architecture framework.
Eric O
CFP®, Series 63, Series 66, Series 65
Indianapolis, IN
Focus Partners Wealth, LLC
Eric Ousley is a CFP® professional with 19 years of industry experience. He has worked at Focus Partners Wealth, LLC since 2024 and was previously with Buckingham Asset Management, LLC for 10 years. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, family offices, corporations, retirement plans, and institutional clients. The firm employs a long-term, tax- and fee-sensitive investment approach utilizing enhanced open architecture, combining fundamental and quantitative analysis with third-party managers, and offers a broad range of wealth management and advisory services.
James D
Series 63
Wellesley, MA
Focus Partners Wealth, LLC
James Da Silva is a financial advisor at Focus Partners Wealth, LLC with 21 years of industry experience. He holds a Series 63 designation and has previously worked at The Colony Group, LLC and GW & Wade LLC. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, institutions, and businesses. The firm employs a long-term investment approach that emphasizes tax and fee sensitivity and offers a range of active and passive strategies within an enhanced open architecture framework.
Kyle I
Series 65
Southlake, TX
Focus Partners Wealth, LLC
Kyle Imhof is a financial advisor at Focus Partners Wealth, LLC with 13 years of industry experience. He holds a Series 65 credential and has previously worked at The Colony Group, LLC, Buckingham Strategic Wealth, LLC, and Clintsman Financial Planning. 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 across various asset types.
Hannah C
CFP®
Fairfax, VA
Focus Partners Wealth, LLC
Hannah Collman is a CFP® professional with six years of industry experience. She has been with Focus Partners Wealth, LLC since 2021 and previously worked at Kitces.Com and Savant Capital Management. Focus Partners Wealth serves a diverse range of clients, including individuals, high-net-worth families, corporate, retirement plan, and institutional clients, offering comprehensive 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 network of affiliated service companies and product relationships.
Heidi R
Series 66
St. Louis, MO
Focus Partners Wealth, LLC
Heidi Rogan is a Series 66-licensed financial advisor with five years of industry experience. She is currently with Focus Partners Wealth, LLC and has previously worked at The Colony Group, Buckingham Strategic Wealth, Stifel, Moneta Group, and MetLife/MassMutual. Outside of her advisory role, she is also a notary based in Clayton, MO. 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.
Stephen S
Series 63, Series 65
Bethesda, MD
Focus Partners Wealth, LLC
Stephen Schuler is a financial advisor at Focus Partners Wealth, LLC with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at The Colony Group, LLC since 2018, following a prior role at Bridgewater Wealth & Financial Management, LLC from 2014 to 2017. 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 includes active and passive strategies, private funds, and ETFs.
Max H
Series 63, Series 65
Indian Harbour Beach, FL
Focus Partners Wealth, LLC
Max Haspel is a financial advisor at Focus Partners Wealth, LLC with 27 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Focus Partners Wealth since 2018. His prior experience includes roles at Purshe Kaplan Sterling Investments and Blue Water Advisors LLC. 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 across various investment vehicles.
Christopher B
Series 65
Rancho Murieta, CA
Focus Partners Wealth, LLC
Christopher Boudreaux is a financial advisor at Focus Partners Wealth, LLC with one year of industry experience. He holds a Series 65 credential and previously worked at Sutter Health and Adero Partners. Focus Partners Wealth serves a diverse range of clients including individuals, high-net-worth families, family offices, corporations, retirement plans, and institutions. The firm employs a long-term, tax- and fee-sensitive investment approach that integrates fundamental and quantitative analysis, third-party managers, and various alternative strategies, supported by an extensive network of affiliated service companies and product relationships.
Alfredo M
CFP®, Series 63, Series 65
Atlanta, GA
Focus Partners Wealth, LLC
Alfredo Mesa is a CFP® professional with 23 years of experience in the financial services industry. He is currently with Focus Partners Wealth, LLC and has previously worked at Buckingham Strategic Wealth, LLC and founded Mesa Financial Group, LLC. Focus Partners Wealth serves a diverse client base that includes individuals, high-net-worth families, 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 third-party managers and alternative strategies.
Brian L
CFA®
Washington, DC
Focus Partners Wealth, LLC
Brian Leach is a CFA® charterholder with 12 years of industry experience. He is currently with Focus Partners Wealth, LLC and previously worked at The Colony Group, LLC and Sterling Capital Management LLC. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, institutions, and businesses. The firm utilizes a long-term investment approach that combines active and passive strategies within an enhanced open architecture framework.
Brendan H
Series 65, Series 63
Babylon, NY
Focus Partners Wealth, LLC
Brendan Hand is a financial advisor with Focus Partners Wealth, LLC in Babylon, NY, holding Series 65 and Series 63 licenses and 13 years of industry experience. He has been with The Colony Group, LLC since 2018 and previously worked at Blue Water Advisors, LLC from 2014 to 2017. Focus Partners Wealth serves a diverse range of clients, including individuals, high-net-worth families, family offices, corporate and institutional clients, offering investment management, financial counseling, and a variety of wealth services. The firm employs a long-term, tax- and fee-sensitive investment approach utilizing enhanced open architecture that integrates fundamental and quantitative analysis, third-party managers, and a broad array of investment strategies.
Edward S
Series 63, Series 66
St. Louis, MO
Focus Partners Wealth, LLC
Edward Schiela is a financial advisor with Focus Partners Wealth, LLC, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has been with The Colony Group, LLC since 2003. Focus Partners Wealth serves a diverse range of clients including individuals, high-net-worth families, corporate and institutional clients, offering a variety of wealth management and advisory services through a long-term, tax- and fee-sensitive investment approach that integrates fundamental and quantitative analysis alongside multiple asset strategies.
Thelia W
PFS™, Series 65
Santa Rosa, CA
Focus Partners Wealth, LLC
Thelia Wade is a financial advisor at Focus Partners Wealth, LLC with 15 years of industry experience. She holds the PFS™ and Series 65 credentials. Her prior work includes roles at The Colony Group, LLC, BAM Management LLC, BAM Risk Management, LLC, and Buckingham Strategic Wealth, LLC. Focus Partners Wealth 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 combines active and passive strategies across various asset types.
Justine F
Series 63, Series 65
Westport, CT
Focus Partners Wealth, LLC
Justine Fredericks is a financial advisor at Focus Partners Wealth, LLC with eight years of industry experience. She holds Series 63 and Series 65 licenses and has worked at The Colony Group, LLC and GYL Financial Synergies, LLC. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, corporate entities, and institutions, offering investment management, financial counseling, and family office services. The firm employs a long-term, tax- and fee-sensitive investment approach using fundamental and quantitative analysis, and provides a wide range of portfolio strategies alongside an extensive network of affiliated service companies.
Ryne V
CFP®, Series 66, Series 65
St. Louis, MO
Focus Partners Wealth, LLC
Ryne Vickery is a CFP® certificant with 14 years of industry experience, currently serving as a financial advisor at Focus Partners Wealth, LLC since 2024. He previously worked for 15 years at Buckingham Strategic Wealth, LLC. Focus Partners Wealth serves a diverse clientele 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 incorporates fundamental and quantitative analysis, third-party managers, and a range of investment strategies, supported by an extensive network of affiliated service companies and product relationships.
Devin M
CFP®
Denver, CO
Focus Partners Wealth, LLC
Devin Mc Combs is a CFP® professional with two years of industry experience, currently serving at Focus Partners Wealth, LLC. Prior to his current role, he worked at Traverse Planning and has a background that includes positions at Virginia Tech and Midlothian High School. Focus Partners Wealth, LLC serves a diverse client base including individuals, high-net-worth families, corporate and institutional clients, 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 with a broad network of affiliated service companies and product relationships.
Colin P
Series 65
St. Louis, MO
Focus Partners Wealth, LLC
Colin Place is a financial advisor at Focus Partners Wealth, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at The Colony Group and the Massachusetts Department of Revenue. Prior to his financial career, he spent several years in education and other roles. 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 that combines active and passive strategies within an enhanced open architecture framework and offers a range of fiduciary, tax, and business management services.
William W
CFP®
Hingham, MA
Focus Partners Wealth, LLC
William Weydemeyer is a CFP® professional with 13 years of industry experience. He is affiliated with Focus Partners Wealth, LLC and has worked at The Colony Group, LLC since 2006. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, 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 across a range of private and registered funds.
Erik C
CFP®, Series 66
Cincinnati, OH
Focus Partners Wealth, LLC
Erik Christman is a CFP® and holds a Series 66 designation with 27 years of industry experience. He currently works at Focus Partners Wealth, LLC and has previously been associated with The Colony Group, LLC, Buckingham Strategic Wealth, LLC, and Oxford Financial Partners. He is the author and owner of POWER OF 5 INVESTING®, a media-related business. Focus Partners Wealth serves a diverse client base including individuals, families, corporate and institutional clients, providing investment management, financial counseling, family office services, and more. The firm employs a long-term, tax- and fee-sensitive investment approach that integrates fundamental and quantitative analysis along with third-party managers and alternative strategies.
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