Tammy Courtney is a CFP® professional with 20 years of experience in the financial advisory industry. She is currently with Focus Partners Wealth, LLC and has previously worked at The Colony Group, LLC, Bam Management, LLC, and Buckingham Strategic Wealth, 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 investment approach that emphasizes tax- and fee-sensitivity within an enhanced open architecture framework, combining active and passive strategies across various investment vehicles.

Adam Pawloski is a CFP® with 14 years of industry experience, currently affiliated with NorthCoast Asset Management LLC. His prior experience includes roles at Telemus Capital, LLC and Kovitz Investment Group Partners, LLC. He is based in Southfield, MI. NorthCoast Asset Management provides investment advisory services to a diverse client base, including individuals, retirement plans, corporations, and charitable organizations. The firm employs a quantitative and systematic investment approach utilizing proprietary models and risk management techniques, offering a wide range of strategies through separately managed accounts.

David Brodsky is a financial advisor at Focus Partners Wealth, LLC with 25 years of industry experience. He holds a Series 66 credential and previously worked at G.W. & Wade, Inc. and G.W. & Wade Asset Management Company for over two decades before joining The Colony Group, LLC. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, corporate and institutional clients, offering a range of wealth management and advisory services. 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 offerings.

Jay Lupica is a financial advisor at Focus Partners Wealth, LLC based in Hingham, MA. He holds a Series 65 designation and has 18 years of industry experience. He has been with The Colony Group, LLC since 2000. 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 classes.

Adam Price is a CFP® professional with seven years of experience in financial advising. He is currently with Focus Partners Wealth, LLC and has previously worked at Kovitz Investment Group Partners, Strategic Wealth Partners, Creative Planning, and Grant Thornton LLP. Focus Partners Wealth, LLC provides wealth advisory and investment management services to a diverse client base, including individuals, families, institutions, and businesses. The firm employs a long-term investment approach that integrates both active and passive strategies within an enhanced open architecture framework.

Kenneth Pritzker is a financial advisor at Focus Partners Wealth, LLC with 25 years of industry experience. He holds a Series 65 designation and has worked at The Colony Group, LLC since 2019, following a 19-year tenure at Steinberg Global Asset Management. 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 combines active and passive strategies, separate account managers, private funds, mutual funds, and ETFs.

James Hering is a CFA® charterholder with 12 years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at Bordeaux Wealth Advisors and Union Square Investment Company. 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 a variety of active and passive strategies and offers specialized solutions such as an Options Income Overlay and a trend-following “TrendWise” sleeve.

Diana Cheung Ng is a financial advisor at Focus Partners Wealth, LLC with four years of industry experience. She holds a Series 65 designation and has worked at Focus Partners Wealth since 2023, following two years at Ballentine Partners LLC. Her background includes positions at Georgetown University, Fudan University, Poli LED & Signs, and UCLA. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, family offices, corporate, retirement plan, and institutional clients. The firm employs a long-term, tax- and fee-sensitive investment approach that blends fundamental and quantitative analysis with consultant-derived capital market assumptions and third-party managers, offering integrated reporting and advice across managed and held-away assets.

Christina Keys is a CFP® and holds a Series 66 license, with 15 years of experience in the financial services industry. She is currently with Focus Partners Wealth, LLC and has previously worked at Buckingham Strategic Wealth, Keel Point Capital, NATIONAL PLANNING CORPORATION, and DM Bruce Associates. 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 incorporates fundamental and quantitative analysis, and offers a broad range of wealth management and advisory services.

Maximus Nguyen is a Series 66-licensed financial advisor with 16 years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at Churchill Management Group and Nova Home Loans. Outside of advisory work, he is an owner of a rental property managed by a third party. Focus Partners Wealth serves individual, high-net-worth, family office, corporate, retirement plan, and institutional clients with a range of investment management and wealth services. The firm employs a long-term, tax- and fee-sensitive investment approach using enhanced open architecture, combining fundamental and quantitative analysis with diverse asset strategies and integrated reporting across managed and held-away accounts.

Nicole Caron is a CFP® professional with three years of industry experience, currently advising at Focus Partners Wealth, LLC. Her prior roles include positions at Gratus Capital, Mercer Advisors, and Atlanta Financial Associates. Outside of financial advising, she owns and operates two small businesses: a sewing products company and a children’s book publishing venture. Focus Partners Wealth serves a diverse client base including individual, high-net-worth, family office, corporate, retirement plan, and institutional clients, offering services such as investment management, financial counseling, and tax and business management. The firm employs a long-term, tax- and fee-sensitive investment approach with a broad range of asset strategies and maintains an extensive network of affiliated service companies and product relationships.

Ebersole Gaines is a financial advisor at Focus Partners Wealth, LLC with three years of industry experience. He holds a Series 66 designation and has worked previously at Sonora Investment Management Group, Bank of America, Merrill, and Pantheon Global Holdings. 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 combines active and passive strategies, separate account managers, private funds, mutual funds, and ETFs.

Chase Moceri is a CFP® professional with five years of industry experience, currently with Focus Partners Wealth, LLC. His prior roles include positions at Buckingham Strategic Wealth, Ameriprise, and UniGroup. Outside of his advisory work, he serves as an assistant coach for the Lafayette High School Hockey Organization. Focus Partners Wealth serves individual, high-net-worth, family office, corporate, retirement plan, and institutional clients with a broad range of wealth management and financial services. The firm employs a long-term, tax- and fee-sensitive investment approach that integrates fundamental and quantitative analysis, diversified portfolio strategies, and a network of affiliated service companies.

David Copeland is a financial advisor with NorthCoast Asset Management LLC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His career includes roles at Focus Partners Wealth, Kovitz Investment Group Partners, and Strategic Wealth Partners Group. NorthCoast Asset Management provides investment advisory services to individuals, retirement plans, corporations, and charitable organizations. The firm employs a quantitative and systematic investment approach with a broad range of portfolio management strategies, serving clients primarily on a discretionary basis.

Kay Li Watness is a Series 66 credentialed financial advisor at Focus Partners Wealth, LLC with one year of industry experience. Prior to joining Focus Partners Wealth, Watness worked at Servitium Wealth Management and held positions at the University of Washington and Financial Advocates & LPL Financial. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, corporate, retirement plan, and institutional clients. The firm employs a long-term, tax- and fee-sensitive investment approach utilizing fundamental and quantitative analysis combined with consultant insights and third-party managers, and offers a range of services from investment management to family office and retirement plan fiduciary solutions.

Brent Mc Kee is a financial advisor with Focus Partners Wealth, LLC in Portland, OR, holding a Series 65 license and one year of industry experience. Prior to joining Focus Partners Wealth, he worked at Cambia Health Solutions for six years and XPO Logistics for two years. Outside of his advisory role, he serves as treasurer of the Heron Lakes Men's Club, where he oversees financial matters and expense monitoring. Focus Partners Wealth serves a wide range of clients, including individuals, high-net-worth families, corporate and institutional clients, offering investment management and comprehensive wealth services. The firm employs a long-term, tax- and fee-sensitive investment approach that integrates fundamental and quantitative analysis with multiple asset strategies and a broad network of affiliated service companies.

Brandon Arnold is a financial advisor at Focus Partners Wealth, LLC with two years of industry experience. He holds a Series 65 designation and previously worked at The Colony Group, LLC and The Hartford. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, 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 a range of specialized investment programs and fiduciary services.

Alexander Zdrowak is a financial advisor at Focus Partners Wealth, LLC with a Series 65 credential and one year of industry experience. His prior work includes roles at Exact Partners and Panera Bread. 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 access to third-party managers and a broad range of investment strategies.

Gabrielle Miller is a financial advisor at Focus Partners Wealth, LLC with two years of industry experience. She holds Series 65 and Series 63 licenses and previously worked at Stifel and Charles Schwab & Co., Inc. Miller also has experience at the University of Illinois and Alice Campbell Alumni Center. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, corporate, retirement plan, and institutional clients. The firm employs a long-term, tax- and fee-sensitive investment approach that incorporates fundamental and quantitative analysis alongside third-party managers, offering a broad range of investment and wealth management services.

Kirill Solovyev is a financial advisor at Focus Partners Wealth, LLC, holding a Series 65 designation. He joined the firm in 2026 and has a background that includes positions at Levi Strauss & Co and Pepperdine. Outside of advising, his prior experience includes work at the high school level. Focus Partners Wealth serves individual, high-net-worth, family office, corporate, retirement plan, and institutional clients with a comprehensive range of wealth management and advisory services. The firm employs a tax- and fee-sensitive investment approach that combines fundamental and quantitative analysis, third-party managers, and diversified portfolio strategies, supported by an extensive network of affiliated service companies.