Merrick Singer is a CFP® professional with seven years of experience in the financial industry. He is currently with Focus Partners Wealth, LLC and has held prior roles at Kovitz Investment Group Partners, Strategic Wealth Partners, and Merrill. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory 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 Carbone is a financial advisor at Focus Partners Wealth, LLC with 18 years of industry experience. He holds a Series 65 designation and has worked previously at Churchill Management Group and Fisher Investments. Focus Partners serves a diverse client base including individuals, high-net-worth families, family offices, corporate and institutional clients, offering a wide 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.

Alton Meadows Jr. is a CFP®-certified financial advisor with 25 years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at Gratus Capital LLC, Creative Planning, and Fidelity Personal Trust Company. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial and tax planning, family office and business management, and retirement plan consulting. 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.

Jarrett Simpson is a CFP® and Series 66-registered financial advisor with 13 years of industry experience. He is currently with The Colony Group, LLC and previously worked at Buckingham Strategic Wealth, LLC and Money Concepts Capital Corp. He is based in St. Louis, MO. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with 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.

Robert Kay is a CFP® with 17 years of industry experience. He is currently with Focus Partners Wealth, LLC and previously worked at Charles Schwab & Co., Inc. and Schwab Private Client Investment Advisory, Inc. He holds the Series 66 credential. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients, offering a broad range of wealth management and advisory services. The firm combines active and passive strategies through an enhanced open architecture approach and integrates multiple legacy strategies and third-party managers.

Eunji Kwon is a financial advisor at Focus Partners Wealth, LLC with five years of industry experience. She holds Series 63 and Series 65 designations and has previously worked at Kovitz Investment Group Partners, Fort Pitt Capital Group, Citizens Bank, J.P. Morgan Securities, and The Prudential Insurance Company of America. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients, offering a range of wealth management and advisory services. The firm’s investment approach combines active and passive strategies within an enhanced open architecture framework, utilizing fundamental and quantitative analysis alongside various specialized tools.

Lawrence Lee is a CFA® charterholder with five years of industry experience. He is currently with Focus Partners Wealth, LLC and previously worked for over a decade at Gratus Capital, LLC and Gratus Capital Management, LLC. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with 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.

Stephen Weiss is a CFP® and holds a Series 65 license, with 13 years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at The Colony Group, LLC and Buckingham Strategic Wealth, LLC. Focus Partners serves individuals, high-net-worth families, family offices, and corporate and institutional clients with wealth management and advisory services. The firm’s investment approach combines active and passive strategies within an enhanced open architecture framework, utilizing fundamental and quantitative analysis alongside specialized tools such as trend-following and options overlay strategies.

Matthew Anderson is a financial advisor at Focus Partners Wealth, LLC with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Churchill Management Group and TD AMeritrade. Focus Partners Wealth 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 that combines active and passive strategies within an enhanced open architecture framework.

Amanda Sessler is a CFP® certified financial advisor with 15 years of industry experience. She currently works at Focus Partners Wealth, LLC and previously spent 16 years at Clintsman Financial Planning followed by a year at Buckingham Strategic Wealth, LLC. Focus Partners Wealth 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 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.

Katherine Collins is a CFP® and holds a Series 65 license with 18 years of industry experience. She currently works at Focus Partners Wealth, LLC and has previously held roles at Buckingham Strategic Wealth, LLC and Hufford Advisors, LLC. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, 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 using a blend of active and passive strategies within an enhanced open architecture framework.

Paulina Cylwik is a CFP® with three years of industry experience, currently serving as a financial advisor at Focus Partners Wealth, LLC. Her prior roles include positions at The Vanguard Group, Inc. and Doyenne Wealth Advisors. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, family offices, and institutional clients. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party managers, and private funds under an enhanced open architecture framework.

Lauren Szczybor is a financial advisor at Focus Partners Wealth, LLC with 12 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at The Colony Group, T Rowe Price, Merrill, Lincoln Financial Advisors, Penn Mutual Life Insurance Company, and other firms. 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 that combines active and passive strategies, third-party managers, and private funds under an enhanced open architecture framework.

Jacob Biliack is a CFP® with nine years of industry experience, currently affiliated with Focus Partners Wealth, LLC. He previously worked at The Colony Group, LLC, HoyleCohen, LLC, and WT Wealth Management, LLC. Outside of his advisory role, he is involved in managing a small number of short-term rental properties. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with a broad range of wealth management and advisory services, employing a long-term, tax- and fee-sensitive investment approach that integrates active and passive strategies, third-party managers, and private funds.

Delaney Langston is a financial advisor at Focus Partners Wealth, LLC based in Chicago, IL. She holds a Series 65 credential and has experience working at Northern Trust, Surgical Care Affiliates, the University of Georgia, and Spain Park High School. Langston has been with Focus Partners Wealth since 2026. Focus Partners 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.

David Sullivan is a CFP® certificant based in Boston, MA, with 10 years of experience in the financial services industry. He currently works at Focus Partners Wealth, LLC and has previously been associated with The Colony Group, Ballentine Partners, Citizens Securities, and Fidelity Brokerage Services. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients by providing a broad range of wealth management and advisory services. The firm’s investment approach combines active and passive strategies within a long-term, tax- and fee-sensitive portfolio construction framework, utilizing both fundamental and quantitative analysis.

Thompson Hollo is a CFA® charterholder with 10 years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at Buckingham Strategic Wealth, Medicine Bow Capital, and Wells Fargo Clearing. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial and tax planning, and consulting services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies along with access to private funds and legacy strategies from multiple mergers.

Karen Lexow is a Certified Financial Planner® (CFP®) and holds a Series 65 license with 22 years of industry experience. She has worked at Focus Partners Wealth, LLC, The Colony Group, LLC, GYL Financial Synergies, LLC, and Resnick Investment Advisors, LLC. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial and tax planning, retirement plan consulting, and access to private and registered pooled investment vehicles. The firm uses 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.

Lee Batten is a financial advisor at Focus Partners Wealth, LLC with 16 years of industry experience. He holds a Series 66 designation and has previously worked at The Colony Group, GYL Financial Synergies, and Wells Fargo Advisors. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with a variety of wealth management and advisory services. The firm’s investment approach combines active and passive strategies within a tax- and fee-sensitive framework, utilizing fundamental and quantitative analysis along with tools such as trend-following and options overlay strategies.

Eric Davis is a CFP® with six years of industry experience, currently advising at Focus Partners Wealth, LLC. He has previously worked at The Colony Group, LLC, HoyleCohen, LLC, Davis & Seiley Wealth Management, Inc., and Capital One Financial Corp. Davis is based in San Diego, CA. 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 combines active and passive strategies, third-party managers, and private funds.