Jennifer Davis is a CFP® professional with 12 years of experience in the financial advisory industry. She is currently with Focus Partners Wealth, LLC and has previously worked at Kovitz Investment Group Partners, Relative Value Partners, Brownson, Rehmus & Foxworth, and several Schwab entities. Focus Partners Wealth serves a diverse range of clients including individuals, high-net-worth families, corporate, retirement plan, and institutional clients. The firm employs a tax- and fee-sensitive investment approach using fundamental and quantitative analysis and offers comprehensive wealth services, including investment management, financial counseling, and fiduciary retirement plan services.

Blake Pokley is a CFP® with seven years of industry experience, currently serving at Focus Partners Wealth, LLC since 2024. His prior experience includes roles at Buckingham Strategic Wealth, LLC, Sequoia Financial Group, and self-employment. Focus Partners Wealth serves a diverse client base 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 using enhanced open architecture that integrates fundamental and quantitative analysis along with third-party managers and alternative strategies.

Answan Johnson is a Series 65-licensed financial advisor at Focus Partners Wealth, LLC with eight years of industry experience. He previously worked at The Colony Group, LLC and Bridgewater Wealth and Financial Management. 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 utilizing a combination of active and passive strategies within an enhanced open architecture framework.

Alicia Lewis 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 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’s investment approach combines active and passive strategies within a long-term, tax- and fee-sensitive framework and offers a range of discretionary and non-discretionary portfolio management and financial services.

Spencer Blair is a financial advisor with Focus Partners Wealth, LLC, holding the Series 66 and Series 63 designations and three years of industry experience. His prior roles include positions at Truist Advisory Services, Charles Schwab, and service in the Army National Guard. Focus Partners Wealth serves individual, high-net-worth, family office, corporate, retirement plan, and institutional clients, offering a wide range of services including investment management, financial counseling, and fiduciary services. The firm employs a long-term, tax- and fee-sensitive investment approach with enhanced open architecture, integrating various asset types and specialized strategies, supported by an extensive network of affiliated service companies and product relationships.

Jamie Slaughter is a CFP® and holds a Series 65 license 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, Ellerbrock-Norris Wealth Strategies, and Strasbaugh Financial Advisory. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, institutions, and businesses. The firm’s investment approach combines active and passive strategies within a long-term, tax- and fee-sensitive framework and offers a range of specialized services including portfolio management, financial counseling, family office services, and fiduciary consulting.

Carmone Duncan Copeland is a CFP® affiliated with Focus Partners Wealth, LLC and has four years of industry experience. Prior to joining the firm in 2022, Carmone held roles at Follett Higher Education, MicroCenter, Brookdale Senior Living, and has been connected with the University of Denver since 2010. Focus Partners Wealth serves a diverse client base 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 using enhanced open architecture, combining fundamental and quantitative analysis alongside third-party managers, and offers a wide range of wealth and fiduciary services.

Jennie Wilber is a CFP® professional with three years of industry experience, currently affiliated with Focus Partners Wealth, LLC. Her prior roles include positions at The Colony Group, LLC and Hotaling Investment Management. Focus Partners Wealth serves a broad range of clients including individuals, high-net-worth families, corporate, retirement plan, and institutional investors. The firm offers investment management and comprehensive wealth services through a long-term, tax- and fee-sensitive investment approach utilizing fundamental and quantitative analysis combined with third-party managers and a variety of investment strategies.

William Smiegal is a CFP® professional with four years of industry experience, currently with Focus Partners Wealth, LLC in Boston, MA. He has been with The Colony Group, LLC since 2016. Focus Partners Wealth serves a diverse client base, including individuals, high-net-worth families, family offices, corporations, retirement plans, and institutions. The firm offers a broad range of services such as investment management, financial counseling, family office support, and retirement plan fiduciary services, employing a long-term, tax- and fee-sensitive investment approach that integrates fundamental and quantitative analysis with third-party managers.

Harrison Wolfe is a CERTIFIED FINANCIAL PLANNER™ 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, MML Investors Services, and Mass Mutual Life Insurance Company. Focus Partners Wealth serves a diverse 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 using enhanced open architecture and integrates a broad range of investment strategies and affiliated services beyond traditional advisory platforms.

Stavros Rizakos is a financial advisor at Focus Partners Wealth, LLC with nine years of industry experience and a Series 65 designation. His prior roles include positions at The Colony Group, Connectus Wealth, Horan Capital Management, Morgan Stanley & Co. LLC, Maller Wealth Advisors, and Lincoln Financial Advisors Corporation. 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, combining active and passive strategies along with private and registered funds.

Joseph Mclaughlin is a financial advisor at Focus Partners Wealth, LLC with 18 years of industry experience. He holds a Series 66 designation and has worked at Churchill Management Group and Fisher Investments prior to joining Focus Partners Wealth. Focus Partners Wealth serves a diverse client base including individuals, family offices, corporations, retirement plans, and institutions. The firm employs a long-term, tax- and fee-sensitive investment approach that combines fundamental and quantitative analysis, and offers a wide range of wealth management and advisory services integrated across managed and held-away assets.

Andrew Urban is a CFP® with five years of industry experience, currently serving as a financial advisor at Focus Partners Wealth, LLC. His prior experience includes roles at Buckingham Strategic Wealth, LLC, DeLoittle LLP, and RKL Wealth Management LLC. Focus Partners Wealth serves a diverse client base including individuals, family offices, corporate, retirement plan, and institutional clients. The firm employs a long-term, tax- and fee-sensitive investment approach using enhanced open architecture, integrating fundamental and quantitative analysis, third-party managers, and a variety of investment strategies across public and alternative assets.

Rankin Ring III is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Focus Partners Wealth, LLC. He previously worked at Buckingham Strategic Wealth, LLC and Wealthquest Financial Services LLC. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, family offices, corporations, retirement plans, and institutions, 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 using a combination of fundamental and quantitative analysis and offers access to a broad platform of affiliated service companies and specialized investment solutions.

Theodore Fern is a financial advisor at Focus Partners Wealth, LLC with 41 years of industry experience. He holds a Series 65 designation and has worked at Churchill Management Group since 1996. 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 within an enhanced open architecture framework that integrates active and passive strategies, private funds, and ETFs.

Jeffrey Fosselman is a CFP® and PFS™ credentialed advisor with 12 years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at Kovitz Investment Group Partners, LLC and Relative Value Partners, LLC. Mr. Fosselman maintains an active law license in Illinois, although he does not actively practice law. 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 combines active and passive strategies within an enhanced open architecture framework.

Stephanie Jackson is a CFP® professional with 13 years of industry experience. She is currently with Focus Partners Wealth, LLC and previously worked at Buckingham Strategic Wealth, LLC, McCormack Financial Planning Inc., and Dempsey Lord Smith, LLC. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, family offices, corporate and institutional clients. The firm employs a long-term, tax- and fee-sensitive investment approach centered on enhanced open architecture, combining fundamental and quantitative analysis, and offers a broad range of wealth management and advisory services.

Meghan Hogan is a CFP® with five years of industry experience, currently serving as a financial advisor at Focus Partners Wealth, LLC since 2024. Her prior experience includes roles at Gratus Capital, Cetera Advisor Networks, The Olivier Group, and The Vanguard Group. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, institutions, and businesses. The firm employs a long-term investment approach that combines active and passive strategies within an enhanced open architecture framework.

Alex Meduna is a financial advisor with Focus Partners Wealth, LLC, holding a Series 65 designation and eight years of industry experience. He previously worked at Fisher Investments for eight years and NORTHWESTERN MUTUAL for four years before joining Focus Partners Wealth in 2026. Focus Partners Wealth serves a diverse range of clients, 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 that integrates fundamental and quantitative analysis, consultant-derived market assumptions, and third-party managers, offering a variety of investment strategies across multiple asset classes.

Frank Esposito is a CFA® charterholder and holds a Series 63 license with 20 years of industry experience. He currently serves at Focus Partners Wealth, LLC and has previously worked at Evernest Financial Advisors, Sanctuary Wealth, and Windsor Wealth Management. Outside of his advisory role, he is involved in community service as treasurer for Providence Cristo Rey Building Corporation and the Bredeuf Hockey Club, and as a volunteer committee chair for a local Boy Scouts of America troop. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, 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 and integrates a broad network of affiliated service companies and product relationships.