Chase Moceri is a CFP® and holds a Series 66 designation with five years of industry experience. He currently works at Focus Partners Wealth, LLC and previously held positions at Buckingham Strategic Wealth, Ameriprise, UniGroup, and Missouri State University. Outside of his advisory role, he serves as an assistant coach for a high school hockey program. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial planning, and investment services. The firm employs a long-term, tax- and fee-sensitive investment approach using a blended mix of active and passive strategies alongside access to private funds and customized portfolio management.

David Copeland is a financial advisor at Focus Partners Wealth, LLC with 28 years of industry experience. His career includes roles at Kovitz Investment Group Partners, Strategic Wealth Partners Group, and Mesirow Financial. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial and tax planning, and retirement consulting. The firm uses a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, private funds, and overlay techniques within an enhanced open architecture framework.

Kay Li Watness is a financial advisor at Focus Partners Wealth, LLC with one year of industry experience. Kay holds a Series 66 designation and previously worked at Servitium Wealth Management, the University of Washington - Seattle, and Financial Advocates & LPL Financial. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial planning, and investment services. The firm uses a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Brent Mc Kee is a financial advisor at Focus Partners Wealth, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Cambia Health Solutions and XPO Logistics. Outside of his advisory role, he serves as Treasurer for the Heron Lakes Men's Club, where he oversees financial matters and expense monitoring. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial planning, and retirement consulting services. The firm utilizes a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party managers, and private funds.

Brandon Arnold is a Series 65-licensed financial advisor with two years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at The Colony Group, LLC and The Hartford. 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 within an enhanced open architecture framework that combines active and passive strategies, third-party managers, and private funds.

Alexander Zdrowak 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 Exact Partners and Panera Bread. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with a range of wealth management and advisory services. The firm uses 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.

Gabrielle Miller is a financial advisor at Focus Partners Wealth, LLC with two years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Stifel and Charles Schwab & Co., Inc. before joining Focus Partners. Focus Partners Wealth serves individuals, high-net-worth families, family offices, corporate and institutional clients, offering wealth management, financial and tax planning, and retirement plan consulting. The firm emphasizes a long-term, tax- and fee-sensitive investment approach that blends active and passive strategies within an enhanced open architecture framework.

Kirill Solovyev is a financial advisor at Focus Partners Wealth, LLC with a Series 65 credential and one year of industry experience. His prior roles include positions at Levi Strauss & Co and Pepperdine. Focus Partners serves individuals, high-net-worth families, family offices, and corporate and institutional clients with a range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that integrates active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Mark Hodges is a CFP® affiliated with Focus Partners Wealth, LLC and has 11 years of experience with Keiter, Stephens, Hurst, Gary & Shreeves, a Virginia-based public accounting firm where he is employed full-time. His registration with Focus Partners is solely for client referral purposes under a solicitation agreement between the two firms. Focus Partners serves individuals, high-net-worth families, family offices, corporate 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 and offers access to private funds, financial planning, and employee benefit consulting.

Sean Quigley is a financial advisor at Focus Partners Wealth, LLC with 19 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Gratus Capital, LLC, Alps Distributors, Inc., and Riverfront Investment Group, LLC. Focus Partners Wealth 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, incorporating fundamental and quantitative analysis alongside specialized tools such as trend-following and options overlay strategies.

Ian Cole is a CFA® charterholder based in Boston, MA, with 14 years of industry experience. He has been with The Colony Group, LLC since 2016. 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.

William Ferguson is a CFP® professional with six years of industry experience, currently serving at Focus Partners Wealth, LLC. His prior roles include positions at Raymond James Financial Services and Ameriprise Financial Services. He volunteers as a Career Development Committee Member for the Financial Planning Association's Dallas/Ft. Worth Chapter, helping organize professional events and speakers. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with a comprehensive range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that blends active and passive strategies within an enhanced open architecture framework.

Michael Elzahr is a CFA® charterholder with 10 years of industry experience. He currently works at Focus Partners Wealth, LLC and was previously with The Colony Group, LLC and Steinberg Global Asset Management. Focus Partners Wealth serves a broad client base including individuals, high-net-worth families, family offices, and institutional clients, offering wealth management, financial planning, and retirement plan consulting. 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.

Kurt Wunderlich is a CFP® professional with 13 years of industry experience, currently with Focus Partners Wealth, LLC. His prior roles include positions at The Colony Group, LLC and Buckingham Strategic Wealth, 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 employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Lucien Heilbronner is a financial advisor at Focus Partners Wealth, LLC with one year of industry experience. He holds the Series 65 designation and has worked previously at The Colony Group, LLC, HoyleCohen, LLC, Brown Advisory, and Innovative Services and Solutions. Focus Partners 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.

Christopher Gibbons is a financial advisor at Focus Partners Wealth, LLC with four years of industry experience. He holds a Series 66 designation and has previously worked at Buckingham Strategic Wealth, LLC, Northwestern Mutual, and Boeing. Outside of his financial career, he is the owner and Chief Operating Officer of Blick Health, a company providing nutritional services and personalized health plans. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, advisory, and family office 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.

Michael Massarano is a financial advisor with Focus Partners Wealth, LLC, holding the Series 63 and Series 66 designations and five years of industry experience. His prior roles include positions at Edward Jones, Bank of America, Merrill Lynch, J.P. Morgan, and Morgan Stanley. Focus Partners Wealth 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 within an enhanced open architecture framework.

Clarissa Hobson is a CFP® with 20 years of industry experience. She is currently with Focus Partners Wealth, LLC and has held roles at Kovitz Investment Group Partners, LLC, Transform Wealth, LLC (formerly Carnick & Kubik Group, LLC), and Principal Financial Services. Focus Partners Wealth, LLC 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 retirement plan 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.

Geoffrey Gabala is a financial advisor at Focus Partners Wealth, LLC with one year of industry experience. He holds the Series 65 designation and has previously worked at Northern Lights Advisors, Inc. and several companies outside the financial sector. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services. The firm emphasizes a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party managers, and private funds.

David Kubik is a financial advisor with Focus Partners Wealth, LLC, holding Series 63 and Series 65 licenses and 14 years of industry experience. His career includes roles at Kovitz Investment Group Partners, Transform Wealth (formerly Carnick & Kubik Group), Northland Securities, and Carnick & Kubik. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial planning, and retirement 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 private funds.