Mark Hodges is a CFP® affiliated with Focus Partners Wealth, LLC and has been employed full-time by Keiter, Stephens, Hurst, Gary & Shreeves, a Virginia-based public accounting firm, since 2015. His connection to Focus Partners is solely for registration purposes to make client referrals under a solicitation agreement between the firms. 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.

Sean Quigley is a financial advisor at Focus Partners Wealth, LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Gratus Capital, LLC, Alps Distributors, Inc., and Riverfront Investment Group, LLC. Focus Partners Wealth serves individual, high-net-worth, family office, corporate, retirement plan, and institutional clients, offering a range of wealth management and advisory services. The firm uses a long-term, tax- and fee-sensitive investment approach with an emphasis on enhanced open architecture and integrates multiple asset strategies across managed and held-away accounts.

Ian Cole is a CFA® charterholder with 14 years of industry experience. He is currently with Focus Partners Wealth, LLC and has been with The Colony Group, LLC since 2016. Focus Partners Wealth serves individual, high-net-worth, family office, corporate, retirement plan, and institutional clients, offering a range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach using enhanced open architecture that integrates fundamental and quantitative analysis alongside diversified strategies and affiliated service offerings.

William Ferguson is a CFP® with five years of industry experience, currently serving at Focus Partners Wealth, LLC since 2025. He previously worked at Raymond James Financial Service Advisors, Inc. and Ameriprise Financial Services, LLC. Ferguson is a member of the Career Development Committee for the Financial Planning Association’s Dallas/Ft. Worth Chapter, where he contributes to organizing professional events. Focus Partners Wealth serves a diverse clientele including individuals, high-net-worth families, corporate and institutional clients, offering investment management, financial counseling, family office services, and more. The firm employs a long-term, tax- and fee-sensitive investment approach using enhanced open architecture that incorporates fundamental and quantitative analysis alongside alternative investments and overlay strategies.

Michael Elzahr is a CFA® charterholder with 10 years of industry experience. He is currently with Focus Partners Wealth, LLC and previously worked at The Colony Group, LLC and Steinberg Global Asset Management. 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, tax- and fee-sensitive investment approach within an enhanced open architecture framework that combines active and passive strategies and offers specialized solutions such as Options Income Overlay and trend-following sleeves.

Kurt Wunderlich is a CFP® and holds a Series 66 license with 12 years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at The Colony Group, LLC and Buckingham Strategic Wealth, LLC. 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 alongside a variety of private and registered funds.

Lucien Heilbronner 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, LLC, HoyleCohen, LLC, and Brown Advisory. 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 with enhanced open architecture, combining fundamental and quantitative analysis alongside third-party managers, and offers a broad range of investment and wealth management services.

Christopher Gibbons is a financial advisor at Focus Partners Wealth, LLC with four years of industry experience. He holds a Series 66 credential and has worked at firms including Buckingham Strategic Wealth and Northwestern Mutual. Outside of his advisory role, he is the Owner and Chief Operating Officer of Blick Health, a business providing nutritional services and personalized plans for healthier living. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth clients, family offices, and institutions, offering investment management, financial counseling, and a range of wealth services. The firm employs a long-term, tax- and fee-sensitive approach with diversified portfolios and extensive affiliated service companies supporting insurance, lending, and real estate investment solutions.

Michael Massarano is a financial advisor at Focus Partners Wealth, LLC with five years of industry experience. He holds the Series 63 and Series 66 licenses and has worked at firms including Edward Jones, Bank of America, Merrill Lynch, JPMorgan Chase, and Morgan Stanley. Focus Partners Wealth serves individual, high-net-worth, family office, corporate, retirement plan, and institutional clients, offering investment management, financial counseling, and a range of wealth services. The firm employs a long-term, tax- and fee-sensitive investment approach using enhanced open architecture and integrates reporting across managed and held-away assets.

Clarissa Hobson is a CFP® and holds a Series 66 designation with 20 years of industry experience. She is currently with Focus Partners Wealth, LLC and has previously worked at Kovitz Investment Group Partners, LLC and Transform Wealth, LLC (formerly Carnick & Kubik Group, 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 using enhanced open architecture and integrates a wide range of investment strategies and affiliated service offerings.

Geoffrey Gabala is a financial advisor at Focus Partners Wealth, LLC in Portland, OR. He holds a Series 65 designation and has been with Focus Partners Wealth since 2026. His prior work experience includes roles at Northern Lights Advisors, Inc., HITT Contracting, Foundation Development Group, Pullman SST, and Hensel Phelps, as well as time at the University of Michigan. Focus Partners Wealth serves individual, high-net-worth, family office, corporate, retirement plan, and institutional clients, offering a range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach, combining fundamental and quantitative analysis with a broad network of affiliated service companies and product relationships.

David Kubik is a financial advisor at Focus Partners Wealth, LLC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Kovitz Investment Group Partners, LLC and Transform Wealth, LLC (formerly Carnick & Kubik Group, LLC). 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 using fundamental and quantitative analysis and offers a range of services including investment management, financial counseling, family office support, and fiduciary and tax services.

Steven Brito is a financial advisor at Focus Partners Wealth, LLC with a Series 65 designation. He has prior experience at Apple and Embarcadero Capital Partners, among other roles. Focus Partners Wealth serves a broad 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 incorporates fundamental and quantitative analysis, consultant-derived capital market assumptions, and a diverse set of investment strategies including alternative investments and options-based overlays.

Jaswinder Mehra is a financial advisor at Focus Partners Wealth, LLC with two years of industry experience. He holds a Series 65 designation and has previously worked at The Colony Group, LLC and GW & Wade, LLC. Prior to his advisory career, he spent five years at Deloitte. Focus Partners Wealth serves a diverse client base, including individuals, high-net-worth families, family offices, corporations, retirement plans, 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 combines fundamental and quantitative analysis, utilizing a wide array of investment strategies and affiliated service offerings.

Leslie Ortiz Quiroz is a CFP® certified financial advisor with seven years of industry experience, currently with Focus Partners Wealth, LLC. Prior to joining Focus Partners Wealth in 2026, Leslie worked at Wealth Enhancement Group, Carroll Financial Associates, Vertex Capital Advisors, and Charanda of Fort Mill. Focus Partners Wealth serves a diverse client base including individuals, family offices, corporate, retirement plan, and institutional clients, offering a range of services from investment management to tax and business management. The firm employs a long-term, tax- and fee-sensitive investment approach incorporating both fundamental and quantitative analysis and integrates reporting across various asset types.

Frank Mclaughlin IV is a CFP® with 11 years of industry experience, currently advising at Focus Partners Wealth, LLC. Prior to joining Focus Partners Wealth in 2025, he worked for Merriman Wealth Management, LLC for eight years. 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.

Jonathan Lee is a financial advisor at Focus Partners Wealth, LLC with 10 years of industry experience. He holds a Series 65 designation and previously worked at The Colony Group, LLC for 11 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 investment approach emphasizing tax- and fee-sensitivity within an enhanced open architecture framework that combines active and passive strategies across various asset types.

Philip Ho is a CFP® with 25 years of industry experience currently serving at Focus Partners Wealth, LLC since 2024. Prior to this, he worked for Buckingham Strategic Wealth, LLC for 10 years. 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 using enhanced open architecture, integrating fundamental and quantitative analysis alongside various alternative strategies and affiliated service companies.

Daniel Jagiello is a financial advisor with Focus Partners Wealth, LLC, holding a Series 66 designation and seven years of industry experience. His career includes roles at The Colony Group, Buckingham Strategic Wealth, Royal Alliance, and Lighthouse Financial Network. Outside of finance, he coaches and instructs youth baseball. Focus Partners Wealth serves a wide range of clients including individuals, families, corporations, and institutions, offering investment management, financial counseling, and comprehensive wealth services. The firm employs a long-term, tax- and fee-sensitive investment approach leveraging fundamental and quantitative analysis, with access to a broad network of affiliated service companies and product relationships.

Ann Moitra is a financial advisor at Focus Partners Wealth, LLC with one year of industry experience. She holds Series 66 and Series 65 licenses and has been associated with Adero Partners since 2011. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth clients, family offices, corporations, retirement plans, and institutions, 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 alongside a broad platform of affiliated service companies and product offerings.