Austin Lewis is a CFA® charterholder with six years of industry experience. He has worked at Focus Partners Wealth, LLC since 2025 and previously held roles at Northwestern Mutual Investment Services LLC, Owen Waldrop, Derek Hamblen, Regions Bank, and 21st Mortgage Corporation. Focus Partners Wealth serves a broad mix of 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 with an enhanced open architecture that integrates fundamental and quantitative analysis across diversified portfolios.

Jennifer O'Connor is a CFP® professional at Focus Partners Wealth, LLC with four years of industry experience. She has worked at several firms, including Vista Finance, Moneta Group Investment Advisors, Anderson Hoagland & Co., U.S. Bank N.A., and Central Trust 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 investment approach that emphasizes tax- and fee-sensitivity within an enhanced open architecture framework combining active and passive strategies, separate account managers, private funds, mutual funds, and ETFs.

Kedre Mellor is a financial advisor at Focus Partners Wealth, LLC with 34 years of industry experience. He holds the PFS™ designation and Series 63 license. His prior work includes roles at The Colony Group, LLC, Buckingham Strategic Wealth, LLC, and Capital Wealthcare Advisors, L.C. 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 using a combination of active and passive strategies within an enhanced open architecture framework.

Casey Franken is a CFP® professional with 12 years of industry experience, currently affiliated with NorthCoast Asset Management LLC. His prior roles include positions at Focus Partners Wealth, Kovitz Investment Group Partners, IFAM Capital, Willkate Wealth Management, CWM, LLC, Cetera Advisor Networks, and LPL Financial. NorthCoast Asset Management serves 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 manages portfolios across a wide range of strategies, often on a discretionary basis.

Rebecca Winkler is a CFP® and holds a Series 65 license with six years of industry experience. She is currently with Focus Partners Wealth, LLC and previously worked at Buckingham Strategic Wealth, LLC, GreenCourse Financial Advisors, SFMG Wealth Advisors, and TD Ameritrade. Her background also includes three years at the University of North Texas. 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 utilizing both fundamental and quantitative analysis, offering a wide range of investment strategies and integrated wealth services.

Joshua Lawson is a financial advisor at Focus Partners Wealth, LLC with 13 years of industry experience. He holds the Series 66 designation and has worked at firms including Churchill Management Group, Charles Schwab, and TD Ameritrade. 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 various strategies and managers.

David Castro is a CFP® professional with 14 years of industry experience, currently serving at Focus Partners Wealth, LLC. He has previously worked at Kovitz Investment Group Partners, LLC and Kovitz Securities, LLC. Focus Partners Wealth, LLC provides wealth advisory and investment management services to a diverse client base, including 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.

Christopher Rafferty is a CFP® with 18 years of industry experience, currently affiliated with Focus Partners Wealth, LLC. His prior roles include several years at Fidelity Investments and a position at GYL Financial Synergies. He serves as Director of the Girls Flag Division for West Hartford Girls Flag Football, organizing practices and advocating for coaching development. Focus Partners Wealth serves a diverse client base including individuals, family offices, corporations, and institutions, offering investment management and a range of wealth-related services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines fundamental and quantitative analysis with third-party managers and offers integrated reporting across managed and held-away assets.

Elizabeth Reed is a financial advisor at Focus Partners Wealth, LLC with one year of industry experience. She holds the Series 65 designation. Her prior roles include positions at Evernest Financial Advisors and Valeo Financial Advisor, as well as experience working at Butler University. Focus Partners Wealth serves a broad client base, including individual, high-net-worth, family office, corporate, retirement plan, and institutional clients. The firm offers a range of wealth management and advisory services through a large platform that emphasizes a long-term, tax- and fee-sensitive investment approach with diversified strategies and an extensive network of affiliated service companies.

Jadah Riley is a financial advisor at Focus Partners Wealth, LLC with two years of industry experience. She holds a Series 65 credential and has previously worked at Buckingham Strategic Wealth, Francis Financial, RTD Financial, Oppenheimer & Co., Financial Advisor Magazine, and Allstate Insurance Company. Riley serves as Treasurer for the Keep it Goins Foundation, a nonprofit that provides free pest control services to low-income families. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth clients, family offices, and institutions. The firm employs a long-term, tax- and fee-sensitive investment approach combining fundamental and quantitative analysis with a wide range of investment strategies and affiliated service offerings.

Clarissa Jugo is a CFP® and holds a Series 66 license, with four years of industry experience. She is currently with Focus Partners Wealth, LLC and has previously worked at Kovitz Investment Group Partners, LLC and Goldman Sachs Ayco Personal Financial Management. Earlier in her career, she held roles at the Chicago Children's Theatre and the Albany Park Theater Project. 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.

Mallory Harrell is a financial advisor at Focus Partners Wealth, LLC with seven years of industry experience. She holds a Series 65 designation and has worked at The Colony Group, LLC and Buckingham Asset Management, 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 with an emphasis on tax- and fee-sensitivity, combining active and passive strategies within an enhanced open architecture framework.

Isaac Everett is a CFP® with four years of industry experience, currently serving at Focus Partners Wealth, LLC since 2025. His prior experience includes roles at Merriman, Thrivent Advisor Network, Smead Capital Management, and Snap! Raise. Focus Partners Wealth, LLC provides comprehensive 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, combining active and passive strategies along with various specialized offerings.

Jay Wirig is a financial advisor at Focus Partners Wealth, LLC with 21 years of industry experience. He holds a Series 65 designation and has worked at firms including The Colony Group, Buckingham Asset Management, and PensionOne Advisors. Jay’s background also includes experience with CPA firms and payroll services. 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 integrates a broad range of asset classes and strategies, with an extensive network of affiliated service companies and product relationships.

Jenny Boyke is a CFP® with 20 years of industry experience, currently serving at NorthCoast Asset Management LLC. She has held roles at Focus Partners Wealth, LLC, Foreside Financial Services, LLC, Kovitz Investment Group Partners, LLC, and Kovitz Securities, LLC. Boyke is a co-trustee of the Todd N. Soltwedel Family Trust, providing investment guidance. NorthCoast Asset Management offers 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 strategies and acts as a fiduciary for ERISA and IRA accounts.

Michael Krachey is a CFA® charterholder with 14 years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at Kovitz Investment Group Partners, LLC and Northern Capital Management, LLC. Focus Partners Wealth, LLC provides wealth advisory and investment management services to a diverse client base including individuals, families, 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.

Brian Mayfield is a financial advisor at Focus Partners Wealth, LLC with 18 years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at The Colony Group, LLC and American Century Investment Services Inc. since 2016. 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 using a combination of active and passive strategies within an enhanced open architecture framework.

Amy Berry is a CFP® and Series 65 registered advisor with three years of industry experience. She currently works at Focus Partners Wealth, LLC and previously held positions at Buckingham Strategic Wealth, LLC and WealthQuest Financial. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth clients, family offices, corporate and institutional investors, providing investment management, financial counseling, family office services, and retirement plan fiduciary services. The firm employs a long-term, tax- and fee-sensitive investment approach featuring enhanced open architecture that integrates fundamental and quantitative analysis alongside third-party managers and alternative strategies.

John Morard 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 Arathi Consulting, LLC, Severin Investments, LLC, and US Bank. Focus Partners Wealth serves a broad 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 combining fundamental and quantitative analysis alongside third-party managers, and offers a wide range of wealth management and advisory services.

Matteo Caccia is a financial advisor at Focus Partners Wealth, LLC with a Series 65 designation and less than one year of industry experience. His prior roles include positions at IEQ Capital, Morgan Stanley, and Buckingham Strategic Wealth, interspersed with periods as a student. 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, private funds, and mutual funds.