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Brendan H

Series 63, Series 65

Babylon, NY

Focus Partners Wealth, LLC

Brendan Hand is a financial advisor at Focus Partners Wealth, LLC with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at The Colony Group, Blue Water Advisors, and Equitable Advisors. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial planning, retirement plan consulting, and access to private and registered pooled investment vehicles. The firm utilizes a long-term, tax- and fee-sensitive investment approach incorporating active and passive strategies, third-party managers, and private funds.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business sale tax planning Dentist Founder/Business Owner Executive Retired Established Professionals Approaching retirement Values-based investing
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Edward S

Series 63, Series 66

St. Louis, MO

Focus Partners Wealth, LLC

Edward Schiela is a financial advisor with Focus Partners Wealth, LLC in St. Louis, MO, holding Series 63 and Series 66 designations and bringing 21 years of industry experience. He previously worked at The Colony Group, LLC from 2003 to 2011. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services, employing a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business sale tax planning Dentist Founder/Business Owner Executive Retired Established Professionals Approaching retirement Values-based investing
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Thelia W

PFS™, Series 65

Santa Rosa, CA

Focus Partners Wealth, LLC

Thelia Wade is a financial advisor at Focus Partners Wealth, LLC with 16 years of industry experience. She holds the PFS™ designation and Series 65 license. Her prior work includes roles at The Colony Group, LLC, BAM Management LLC, BAM Risk Management, LLC, and Buckingham Strategic Wealth, LLC. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial planning, and advisory services. The firm uses a long-term, tax- and fee-sensitive investment approach that blends active and passive strategies within an enhanced open architecture framework.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business sale tax planning Dentist Founder/Business Owner Executive Retired Established Professionals Approaching retirement Values-based investing
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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 previously worked at The Colony Group, LLC, GYL Financial Synergies, LLC, and Resnick Investment Advisors, LLC. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with 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.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business sale tax planning Dentist Founder/Business Owner Executive Retired Established Professionals Approaching retirement Values-based investing
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Ryne V

CFP®, Series 65, Series 66

St. Louis, MO

Focus Partners Wealth, LLC

Ryne Vickery is a financial advisor at Focus Partners Wealth, LLC with 14 years of industry experience. He holds the CFP® designation, as well as Series 65 and Series 66 licenses. Prior to joining Focus Partners Wealth in 2024, he worked for Buckingham Strategic Wealth, LLC for 15 years and Securian Financial Services, Inc. for 2 years. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients, offering a broad 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 along with alternative tools such as trend-following and options overlay strategies.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business sale tax planning Dentist Founder/Business Owner Executive Retired Established Professionals Approaching retirement Values-based investing
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Devin M

CFP®

Denver, CO

Focus Partners Wealth, LLC

Devin Mc Combs is a CFP® professional with two years of industry experience. He currently works at Focus Partners Wealth, LLC and previously worked at Traverse Planning. Before entering the financial advisory field, he spent time working in education at Virginia Tech and Midlothian High School. 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 within an enhanced open architecture framework.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business sale tax planning Dentist Founder/Business Owner Executive Retired Established Professionals Approaching retirement Values-based investing
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Colin P

Series 65

St. Louis, MO

Focus Partners Wealth, LLC

Colin Place is a financial advisor at Focus Partners Wealth, LLC with two years of industry experience. He holds a Series 65 designation and has worked previously at The Colony Group and the Massachusetts Department of Revenue. Prior to his financial career, he spent time in education and other roles at Bucknell University and Wellesley Middle/High School. 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 approach that combines active and passive strategies, using both fundamental and quantitative analysis alongside specialized tools such as trend-following and options overlay strategies.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business sale tax planning Dentist Founder/Business Owner Executive Retired Established Professionals Approaching retirement Values-based investing
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William W

CFP®

Hingham, MA

Focus Partners Wealth, LLC

William Weydemeyer is a CFP® professional with 14 years of industry experience. He is affiliated with Focus Partners Wealth, LLC and has worked at The Colony Group, LLC since 2006. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services, including 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.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business sale tax planning Dentist Founder/Business Owner Executive Retired Established Professionals Approaching retirement Values-based investing
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Erik C

CFP®, Series 66

Cincinnati, OH

Focus Partners Wealth, LLC

Erik Christman is a CFP®-certified financial advisor with 27 years of industry experience, currently with Focus Partners Wealth, LLC. He has worked at The Colony Group, Buckingham Strategic Wealth, Oxford Financial Partners, and Osaic FA. Christman is the author and owner of Power of 5 Investing®, a media business focused on investment-related content. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients by offering wealth management, advisory services, and retirement plan consulting. The firm employs a long-term, tax- and fee-sensitive investment approach that integrates active and passive strategies, third-party managers, and private funds.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business sale tax planning Dentist Founder/Business Owner Executive Retired Established Professionals Approaching retirement Values-based investing
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Matthew P

CFP®

St. Louis, MO

Focus Partners Wealth, LLC

Matthew Pranschke is a CFP® professional with four years of industry experience. He has worked at The Colony Group, LLC, Buckingham Strategic Wealth, and Benefit Plans Plus. He is currently with Focus Partners Wealth, LLC in St. Louis, MO. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial planning, and retirement plan consulting. 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.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business sale tax planning Dentist Founder/Business Owner Executive Retired Established Professionals Approaching retirement Values-based investing
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Michael F

Series 63, Series 65

Irvine, CA

Focus Partners Wealth, LLC

Michael Friedman is a financial advisor at Focus Partners Wealth, LLC with 21 years of industry experience. He holds Series 63 and Series 65 credentials and previously spent 25 years at Churchill Management Group before joining Focus Partners in 2025. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with a broad range of wealth management and advisory services. The firm’s investment approach combines active and passive strategies under an enhanced open architecture framework, emphasizing long-term, tax- and fee-sensitive portfolio construction.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business sale tax planning Dentist Founder/Business Owner Executive Retired Established Professionals Approaching retirement Values-based investing
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Lawrence B

CFP®, Series 63, Series 65

Chicago, IL

Focus Partners Wealth, LLC

Lawrence Brottman is a financial advisor at Focus Partners Wealth, LLC with 22 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. His prior experience includes roles at The Colony Group, LLC, Connectus Wealth, and Mid-Continent Capital. Focus Partners serves individuals, high-net-worth families, family offices, corporate, 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 under an enhanced open architecture framework that integrates active and passive strategies, third-party managers, and private funds.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business sale tax planning Dentist Founder/Business Owner Executive Retired Established Professionals Approaching retirement Values-based investing
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Michelle G

CFP®

Seattle, WA

Focus Partners Wealth, LLC

Michelle Gruber is a CFP® professional with seven years of experience in financial advising. She is currently with Focus Partners Wealth, LLC, where she has worked since 2025, following five years at Merriman Wealth Management and six years at JNBA Financial Advisors. Gruber serves as Program Director for the Puget Sound Chapter of the Financial Planning Association, a role focused on education and networking for financial planning professionals. Focus Partners Wealth, LLC provides wealth management and advisory services to individuals, families, family offices, and institutional clients. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies through an enhanced open architecture framework.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business sale tax planning Dentist Founder/Business Owner Executive Retired Established Professionals Approaching retirement Values-based investing
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Peter G

Series 65

Needham, MA

Focus Partners Wealth, LLC

Peter Garrigan is a Series 65-licensed financial advisor at Focus Partners Wealth, LLC with two years of industry experience. He has worked at Focus Partners since 2024 and previously at GW & Wade, LLC, Oracle NetSuite, and RBC Wealth Management. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial and tax planning, family office services, and retirement plan consulting. The firm employs a long-term, tax- and fee-sensitive investment approach that blends active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business sale tax planning Dentist Founder/Business Owner Executive Retired Established Professionals Approaching retirement Values-based investing
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Jennifer S

CFP®, Series 65

Boston, MA

Focus Partners Wealth, LLC

Jennifer Stevens is a CFP® and holds a Series 65 license with five years of industry experience. She currently works at Focus Partners Wealth, LLC and previously spent seven years at The Colony Group, LLC and one year at Bridgewater Wealth & Financial Management, LLC. Focus Partners Wealth, LLC 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 that combines active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business sale tax planning Dentist Founder/Business Owner Executive Retired Established Professionals Approaching retirement Values-based investing
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Steven K

CFP®, Series 66

Palo Alto, CA

Focus Partners Wealth, LLC

Steven Keirn is a CFP® with 20 years of experience in the financial industry. He is currently with Focus Partners Wealth, LLC and has previously worked at The Colony Group, LLC and G.W. & Wade Asset Management Company, Inc. Keirn is also a manager of Orzo Newport LLC, an entity established for the ownership of a primary residence. Focus Partners Wealth, LLC 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 that incorporates both active and passive strategies within an enhanced open architecture framework.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business sale tax planning Dentist Founder/Business Owner Executive Retired Established Professionals Approaching retirement Values-based investing
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Alexander B

Series 65

Boston, MA

Focus Partners Wealth, LLC

Alexander Bodio is a financial advisor with Focus Partners Wealth, LLC, holding a Series 65 designation. Based in Boston, MA, he has been with Focus Partners since 2022. Prior to joining the firm, he worked at Sacred Heart University and Thayer Academy. Focus Partners 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 a blend of active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business sale tax planning Dentist Founder/Business Owner Executive Retired Established Professionals Approaching retirement Values-based investing
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Jennifer W

CFP®, Series 65

St. Louis, MO

Focus Partners Wealth, LLC

Jennifer Wiechel is a CFP® and holds a Series 65 license, with 16 years of industry experience. She has worked at Focus Partners Wealth, LLC since 2024 and previously spent 11 years at Buckingham Strategic Wealth, LLC. Her earlier career includes roles at Regions Investment Management, Inc. and AmSouth Asset Management, Inc. Focus Partners Wealth, LLC 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 using a blend of active and passive strategies, third-party account managers, and private funds.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business sale tax planning Dentist Founder/Business Owner Executive Retired Established Professionals Approaching retirement Values-based investing
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Christine C

CFP®

New York, NY

Focus Partners Wealth, LLC

Christine Crigler is a CFP® professional with four years of industry experience, currently advising at Focus Partners Wealth, LLC in New York, NY. She has worked at several firms, including The Colony Group, LLC, Summit Place Financial Advisors, Mariner Wealth Advisors, and VLV Associates, Inc. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial planning, retirement consulting, and access to private and registered investment vehicles. The firm employs a long-term, tax- and fee-sensitive investment approach that blends active and passive strategies using fundamental and quantitative analysis within an enhanced open architecture framework.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business sale tax planning Dentist Founder/Business Owner Executive Retired Established Professionals Approaching retirement Values-based investing
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Frederick M

CFP®, CFA®

St. Louis, MO

Focus Partners Wealth, LLC

Frederick Macdonald is a CFP® and CFA® with 26 years of experience in financial advising. He currently works at Focus Partners Wealth, LLC and has previously been with The Colony Group, LLC and Mintz Levin Financial Advisors LLC. Focus Partners Wealth, LLC 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 within an enhanced open architecture framework.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business sale tax planning Dentist Founder/Business Owner Executive Retired Established Professionals Approaching retirement Values-based investing
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