Robert Peterson is a Series 65-licensed financial advisor with nine years of industry experience. He currently works at Focus Partners Wealth, LLC and has been associated with Churchill Management since 2004. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach that integrates active and passive strategies within an enhanced open architecture framework.

Tyler Bartley is a financial advisor at Focus Partners Wealth, LLC with four years of industry experience. He holds the Series 66 designation and has previously worked at Kovitz Investment Group Partners, LaSalle St. Securities, and Nordstrom. Focus Partners Wealth serves a broad mix of clients including individuals, high-net-worth families, 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 using fundamental and quantitative analysis combined with third-party managers and provides integrated reporting across managed and held-away assets.

Adam Roeder is a financial advisor with Focus Partners Wealth, LLC in St. Louis, MO, holding a Series 65 designation and five years of industry experience. His prior roles include positions at The Colony Group, LLC, Buckingham Strategic Wealth, LLC, and Krilogy Financial. Outside of finance, he has work history with Auto Spa and early experience at Northern Michigan University and Janesville Jets NAHL. 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 enhanced open architecture and offers a broad range of services including investment management, financial counseling, and sub-advisory solutions.

Rebecca Deaton is a CFP® with 27 years of industry experience, currently affiliated with NorthCoast Asset Management LLC. Her prior roles include positions at Focus Partners Wealth, Kovitz Investment Group Partners, Relative Value Partners, and Brownson, Rehmus & Foxworth. NorthCoast Asset Management provides investment advisory services to individuals, retirement plans, corporations, and charitable organizations, employing a quantitative and systematic investment approach across a diverse range of strategies. The firm manages most client relationships on a discretionary basis and acts as a fiduciary for ERISA and IRA accounts.

Michael Green is a CFP® with 22 years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at The Colony Group, LLC, GYL Financial Synergies, LLC, and Wechter Feldman Wealth Management, Inc. 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, private funds, and other vehicles.

Rebecca Leitner is a CFP® professional with one year of industry experience, currently serving at Focus Partners Wealth, LLC. She previously worked at PNC for four years and has held roles in various organizations including The Park on Morton and Scripps Ranch Swim and Racquet Club. 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 that incorporates fundamental and quantitative analysis, multiple asset classes, and extensive affiliated service networks beyond traditional advisory platforms.

Grover Buffington is a CFP® professional with six years of industry experience, currently with Focus Partners Wealth, LLC since 2024. His prior experience includes roles at Gratus Capital, Buckhead Capital Management, and TrueWealth, LLC. Buffington began his career after four years at the University of Georgia. Focus Partners Wealth serves a wide range of clients including individuals, high-net-worth families, family offices, corporate, retirement plan, and institutional clients. The firm offers comprehensive wealth management services and employs a long-term, tax- and fee-sensitive investment approach featuring enhanced open architecture, integrating fundamental and quantitative analysis as well as alternative investment strategies.

Frank Mentone III is a CFA® charterholder with 11 years of industry experience. He is currently with Focus Partners Wealth, LLC and has held prior roles at The Colony Group, Connectus Wealth, Boston Private Wealth, and J.P. Morgan. 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 investment vehicles.

David Ressner is a financial advisor at Focus Partners Wealth, LLC with 23 years of industry experience. He holds a Series 66 designation and previously worked at Buckingham Asset Management, LLC for 17 years, followed by a year at The Colony Group, LLC before joining Focus Partners Wealth in 2025. 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 along with various private and registered funds.

Erin Manganello is a CFP® and holds a Series 65 license with 21 years of industry experience. She has worked at The Colony Group, LLC since 2012. 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 integrates active and passive strategies within an enhanced open architecture framework and offers a range of services including portfolio management, financial counseling, tax compliance, and fiduciary consulting.

Craig Giventer is a CFA® charterholder with 14 years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at The Colony Group, LLC, GYL Financial Synergies, and Financial Partners Capital Management, Inc. 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.

Maureen Costello is a financial advisor at Focus Partners Wealth, LLC with 12 years of industry experience. She holds a Series 65 designation and previously worked for 11 years at Buckingham Asset Management, LLC. 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 integrating fundamental and quantitative analysis, offering a wide range of services such as investment management, financial counseling, family office services, and sub-advisory solutions.

Roman Day is a financial advisor with Focus Partners Wealth, LLC, holding a Series 66 credential and six years of industry experience. He has worked at several firms including Kovitz Investment Group Partners, Fort Pitt Capital Group, LPL Financial, and Federated Investment Counseling. Focus Partners Wealth serves individual, high-net-worth, family office, corporate, retirement plan, and institutional clients, offering a range of investment management and wealth services. The firm employs a long-term, tax- and fee-sensitive investment approach utilizing fundamental and quantitative analysis, third-party managers, and alternatives, and maintains a broad platform that includes affiliated service companies and product relationships beyond typical custody or manager platforms.

Brett Blau is a financial advisor at Focus Partners Wealth, LLC in Scottsdale, AZ, holding a Series 65 designation with three years of industry experience. His prior roles include positions at Prairie Capital Management Group, LLC and DeMarche, along with experience outside finance in education and hospitality. Focus Partners Wealth serves individual, high-net-worth, family office, corporate, retirement plan, and institutional clients, offering a range of investment management and wealth services. The firm follows a long-term, tax- and fee-sensitive investment approach using enhanced open architecture and integrates reporting and advice across managed and held-away assets.

Brittany Argaez is a financial advisor at Focus Partners Wealth, LLC with one year of industry experience. She holds the Series 65 designation and has worked previously at Kovitz Investment Group Partners, LLC and Strategic Wealth Partners. Her background also includes four years at the University of Dayton. Focus Partners Wealth serves a diverse range of clients including individuals, families, corporate and institutional investors, offering investment management, financial counseling, family office services, and other wealth management solutions. The firm employs a long-term, tax- and fee-sensitive investment approach that integrates fundamental and quantitative analysis with third-party managers and offers a broad platform of affiliated service companies and product relationships.

Aaron Spencer is a CFP® professional with 19 years of industry experience. He is currently with Focus Partners Wealth, LLC and previously spent 20 years at MERRIMAN Wealth Management, LLC. 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 across various asset types.

John Conway is a financial advisor at Focus Partners Wealth, LLC with 27 years of industry experience. He holds a Series 66 designation and has worked at Kovitz Investment Group Partners, LLC and Kovitz Securities, LLC, among other firms. 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, combining active and passive strategies alongside private and registered funds.

Kwasi Maafoh is a CFP® professional with five years of industry experience, currently serving at Focus Partners Wealth, LLC. His prior roles include positions at Buckingham Strategic Wealth, Creative Planning, and TrueWealth. 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 that incorporates both active and passive strategies within an enhanced open architecture framework.

Phillip Cook Jr. is a financial advisor at Focus Partners Wealth, LLC with 23 years of industry experience. He holds a Series 63 designation and has previously worked at Cambridge Investment Research Advisors, INC and InterOcean Capital Group, LLC. Outside of his advisory role, he participates in an investment club and serves as president of a homeowners association in Nashville, TN. 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, private funds, and ETFs.

Michael Meador is a financial advisor at Focus Partners Wealth, LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Sanford C. Bernstein & Co., LLC and Transform Wealth, LLC (formerly Carnick & Kubik Group, 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 combines active and passive strategies alongside various specialized offerings.