Isaac Everett is a CFP® and holds a Series 65 license with four years of industry experience. He has worked at Focus Partners Wealth, LLC since 2025 and previously held positions at Merriman, Thrivent Advisor Network, Smead Capital Management, and Snap! Raise. Before entering the financial industry, he spent several years as a student. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with comprehensive wealth management and advisory services. The firm employs an investment approach combining active and passive strategies through an enhanced open architecture framework and offers access to private funds, family office services, and retirement plan consulting.

Jay Wirig is a financial advisor with Focus Partners Wealth, LLC, holding a Series 65 designation and 21 years of industry experience. His prior roles include positions at The Colony Group, Buckingham Asset Management, Jnjp Certified Public Accountants, and PensionOne Advisors, among others. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial planning, and advisory 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.

Jenny Boyke is a financial advisor at Focus Partners Wealth, LLC with 20 years of industry experience. She holds the CFP® designation along with Series 63, 65, and 66 licenses. Her prior roles include positions at Kovitz Investment Group Partners, Kovitz Securities, and Deloitte Investment Advisors. Boyke also serves as co-trustee of a family trust. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, advisory, and retirement plan consulting services. The firm employs a long-term, tax- and fee-sensitive investment approach that integrates active and passive strategies, third-party managers, private funds, and legacy strategies through an enhanced open architecture framework.

Michael Krachey is a CFA® charterholder with 15 years of industry experience. He is currently with Focus Partners Wealth, LLC and has prior experience at Kovitz Investment Group Partners, LLC and Northern Capital Management, LLC. Focus Partners Wealth, LLC serves a diverse client base including individuals, high-net-worth families, family offices, and institutional clients, offering comprehensive wealth management and advisory services. The firm’s investment approach combines active and passive strategies within an “enhanced open architecture” framework, utilizing both fundamental and quantitative analysis.

Brian Mayfield is a financial advisor with Focus Partners Wealth, LLC, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. His prior work includes eight years at American Century Investment Services Inc. and two years with The Colony Group, LLC. Focus Partners serves individuals, high-net-worth families, family offices, corporate, and institutional clients, offering a broad 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, integrating both proprietary and third-party investment options.

Amy Berry is a CFP® and holds a Series 65 license with three years of industry experience. She is currently with Focus Partners Wealth, LLC and previously worked at Buckingham Strategic Wealth, LLC and WealthQuest Financial. Focus Partners serves a diverse client base including individuals, high-net-worth families, family offices, and institutional clients, providing wealth management, financial and tax planning, and business management 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.

John Morard is a financial advisor at Focus Partners Wealth, LLC, holding a Series 65 license with one year of industry experience. His prior roles include positions at Arathi Consulting, Severin Investments, and US Bank. Focus Partners serves individuals, high-net-worth families, family offices, corporate, and institutional clients with wealth management, financial planning, retirement consulting, and access to private and registered pooled investment vehicles. The firm employs a long-term, tax- and fee-sensitive investment approach combining active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Matteo Caccia 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 firms including IEQ Capital, Morgan Stanley, and Buckingham Strategic Wealth. Focus Partners Wealth 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, third-party managers, and private funds within an enhanced open architecture framework.

Jennifer Davis is a Certified Financial Planner® with 12 years of industry experience. She is currently with Focus Partners Wealth, LLC and has previously worked at firms including Kovitz Investment Group Partners, LLC and Relative Value Partners, LLC. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with a variety of wealth management and advisory services. 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.

Blake Pokley is a CFP® and holds a Series 65 license with seven years of industry experience. He currently works at Focus Partners Wealth, LLC and previously held roles at Buckingham Strategic Wealth, LLC, Sequoia Financial Group, and was self-employed. Focus Partners Wealth serves individuals, high-net-worth families, family offices, corporate, and institutional clients with wealth management, advisory services, and retirement plan consulting. The firm employs a long-term, tax- and fee-sensitive investment approach using an enhanced open architecture framework that combines active and passive strategies, third-party managers, and private funds.

Answan Johnson is a financial advisor with Focus Partners Wealth, LLC, holding a Series 65 designation and nine years of industry experience. He has worked at The Colony Group, LLC since 2018 and previously at Bridgewater Wealth and Financial Management from 2016 to 2017. 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 emphasizes long-term, tax- and fee-sensitive portfolio construction using an enhanced open architecture framework that combines active and passive strategies, third-party managers, and private funds.

Alicia Lewis is a financial advisor at Focus Partners Wealth, LLC with 7 years of industry experience. She holds a Series 65 designation. Her prior experience includes roles at Buckingham Strategic Wealth, LLC and The Colony Group, LLC. Focus Partners serves individuals, high-net-worth families, family offices, corporate, and institutional clients with a variety 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.

Spencer Blair is a financial advisor at Focus Partners Wealth, LLC with three years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Truist Advisory Services, Charles Schwab, and served six years in the Army National Guard. Focus Partners Wealth serves individuals, high-net-worth families, family offices, corporate, and institutional clients with wealth management and advisory services. The firm uses a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies along with third-party managers and private funds.

Jamie Slaughter is a CFP® with 12 years of industry experience. He is currently with Focus Partners Wealth, LLC and previously worked at Buckingham Strategic Wealth, Ellerbrock-Norris Wealth Strategies, and Strasbaugh Financial Advisory. Focus Partners serves individuals, high-net-worth families, family offices, corporate and institutional clients with wealth management and advisory services. 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.

Carmone Duncan Copeland is a CFP® professional at Focus Partners Wealth, LLC with four years of industry experience. Prior to joining Focus Partners Wealth, Copeland held positions at Follett Higher Education, MicroCenter, and Brookdale Senior Living, and has been affiliated with the University of Denver since 2010. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients, offering comprehensive 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.

Jennie Wilber is a CFP® professional at Focus Partners Wealth, LLC with three years of industry experience. She previously worked at The Colony Group, LLC, GYL Financial Synergies, and Hotaling Investment Management. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with comprehensive wealth management and advisory services. The firm employs an investment approach that blends active and passive strategies through fundamental and quantitative analysis within an enhanced open architecture framework.

William Smiegal is a CFP® with 10 years of experience, currently working at The Colony Group, LLC since 2016. He is affiliated with Focus Partners Wealth, LLC, an enterprise firm based in Boston, MA. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services, utilizing an investment approach that combines active and passive strategies within an enhanced open architecture framework.

Edward Evers is a financial advisor at Focus Partners Wealth, LLC with two years of industry experience. He holds a Series 66 designation and has previously worked at Osaic Wealth Inc and Cantella & Co., Inc. In addition to his advisory role, he is also active as an insurance producer. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial planning, and investment management services. The firm employs a long-term, tax- and fee-sensitive investment approach using a combination of active and passive strategies, third-party managers, and private funds.

Harrison Wolfe is a CFP® professional with 11 years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at The Colony Group, Buckingham Strategic Wealth, Oxford Financial Partners, and Mass Mutual Life Insurance Company. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients, offering a range of wealth management and advisory services. The firm emphasizes long-term, tax- and fee-sensitive portfolio construction through an enhanced open architecture approach that combines active and passive strategies, third-party managers, and private funds.

Stavros Rizakos is a Series 65-licensed financial advisor with nine years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at The Colony Group, Connectus Wealth, Horan Capital Management, Morgan Stanley, Maller Wealth Advisors, and Lincoln Financial Advisors Corporation. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, corporate, and institutional clients, offering wealth management and advisory services including investment management, financial and tax planning, and business management. 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.