James Underwood is a CFP® professional with 11 years of experience in wealth management. He has worked at Focus Partners Wealth, LLC since 2024, following previous roles at Buckingham Strategic Wealth, LLC, NOVA Wealth Management Group, LLC, and Homrich Berg. In addition to his advisory duties, he reviews estate plan documents and assesses how they fit within overall estate plans. Focus Partners serves individuals, families, family offices, and institutional clients with wealth management, financial and tax planning, and retirement plan consulting. The firm employs a long-term, tax- and fee-sensitive investment approach that blends active and passive strategies, uses both fundamental and quantitative analysis, and offers access to private funds and affiliated financial products.

Andrew Hambleton is a CFP® and holds a Series 65 license with seven years of industry experience. He is currently with Focus Partners Wealth, LLC and has prior experience at Kovitz Investment Group Partners, Telemus Capital, and BMO Private Bank. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients, providing wealth 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, third-party managers, and private funds under an enhanced open architecture framework.

Timothy Kindelin is a financial advisor at Focus Partners Wealth, LLC with six years of industry experience. He has previously worked at McAdam Financial and spent four years at Indiana University. He holds the Series 65 designation. Focus Partners Wealth serves individuals, high-net-worth families, family offices, corporate, and institutional clients with wealth management and advisory services. The firm’s investment approach combines active and passive strategies with quantitative and fundamental analysis under an enhanced open architecture framework.

Matthew Salotti is a CFA® credentialed financial advisor with five years of industry experience. He has worked at The Colony Group since 2021 and previously spent thirteen years at New Providence Asset Management. Salotti is based in New York, NY. He is affiliated with Focus Partners Wealth, LLC, an enterprise firm serving 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 integrates active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Scott Worley is a CFP® with 19 years of industry experience. He is currently with Focus Partners Wealth, LLC, having joined in 2024. Prior to that, he spent eight years at Buckingham Strategic Wealth, LLC and nine years at Herbein Wealth Management, L.L.C. 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’s investment approach combines active and passive strategies within an enhanced open architecture framework, emphasizing long-term, tax- and fee-sensitive portfolio construction.

Daniel Evans is a financial advisor at Focus Partners Wealth, LLC in Colorado Springs, CO, holding a Series 66 designation with three years of industry experience. His prior roles include positions at Buckingham Strategic Wealth, Ameriprise, and First Financial Bank. Outside his advisory work, he has experience with Pine Cove Camps and Double Dave's. 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 through an enhanced open architecture framework, emphasizing long-term, tax- and fee-sensitive portfolio construction.

Chanel Gullage is a financial advisor at Focus Partners Wealth, LLC with 24 years of industry experience. She holds Series 63 and Series 66 designations and has worked at firms including The Colony Group, LLC, GW & Wade, LLC, Commonwealth Financial Network, and D.K. Brede Investment Management Company, Inc. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with 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.

Thomas Leire is a financial advisor at Focus Partners Wealth, LLC with three years of industry experience. He holds a Series 65 designation and has held positions at The Colony Group, Conning, KLR, Reltio, and other firms. Focus Partners serves individuals, high-net-worth families, family offices, corporate, and institutional clients with a range of wealth management and advisory services. The firm’s investment approach emphasizes long-term, tax- and fee-sensitive portfolio construction using a blend of active and passive strategies within an enhanced open architecture framework.

Samuel Brooks is a CFP®-certified financial advisor with five years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at firms including Buckingham Strategic Wealth, United Income, and BNY Mellon. Outside of financial services, he has worked in recreation and academia. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial and tax planning, and retirement plan consulting. The firm employs a long-term, tax- and fee-sensitive investment approach that blends active and passive strategies within an enhanced open architecture framework.

Anthony Lischio 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 The Colony Group, Putnam Investments, and BNY Mellon. 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 that integrates active and passive strategies within an enhanced open architecture framework, incorporating fundamental and quantitative analysis alongside specialized tools such as trend-following and options overlay strategies.

Grant Heutel is a CFP® and holds a Series 65 license with seven years of industry experience. He joined Focus Partners Wealth, LLC in 2024 after six years at Buckingham Strategic Wealth, LLC and previous roles at Principal Securities, Inc. and Schuster Financial Services. Heutel also spent four years at the University of Missouri Columbia early in his career. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients, providing wealth management and advisory services including investment management, financial planning, and retirement plan consulting. The firm employs a long-term, tax- and fee-sensitive investment approach utilizing a combination of active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Adam Shemaria is a CFP® and holds a Series 65 license with 10 years of industry experience. He has worked at Focus Partners Wealth, LLC since 2026 and previously held positions at Kovitz Investment Group Partners, LLC, Strategic Wealth Partners, Gresham Partners, and Balasa Dinverno Foltz LLC. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial and tax planning, and retirement plan consulting. The firm employs a long-term, tax- and fee-sensitive investment approach that blends active and passive strategies through an enhanced open architecture framework.

Daniel Meiklejohn is a financial advisor at Focus Partners Wealth, LLC with the designations CFP®, PFS™, and Series 65. He has three years of industry experience and previously worked at Spectrum Wealth Management, Ice Miller LLP, and Forvis Mazars Wealth Advisors, LLC. Meiklejohn is based in Indianapolis, IN. Focus Partners serves individuals, high-net-worth families, family offices, corporate, and institutional clients with wealth management, financial and tax planning, and retirement consulting 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.

Ashley Brooks is a CFP® professional based in St. Louis, MO, with four years of industry experience. She has worked at Focus Partners Wealth, LLC since 2024 and previously held roles at Buckingham Strategic Wealth, Centurion Wealth Management, and Financial 360, LLC. Outside of financial advising, she has experience at Gathering Grounds Cafe and George Mason University. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial planning, and employee benefit consulting. The firm employs an investment approach that combines active and passive strategies through an enhanced open architecture framework, integrating quantitative analysis and diversified portfolio management tools.

Brian Short is a Certified Financial Planner® with 13 years of experience in the financial services industry. He is currently an advisor at Focus Partners Wealth, LLC and has previously worked at Spectrum Wealth Management, Fidelity Brokerage Services, 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 integrates active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

David Zaske is a financial advisor at Focus Partners Wealth, LLC with nine years of industry experience. He holds the Series 65 designation and has worked previously at The Colony Group, LLC, InterOcean Capital Group, LLC, and Arthur Zaske & Associates, LLC. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial planning, 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.

Joseph Wichlenski is a financial advisor at Focus Partners Wealth, LLC with a Series 65 credential and one year of industry experience. His prior work includes roles at The Colony Group, LLC, Buckingham Strategic Wealth, LLC, and Morgan Stanley. Outside of advisory work, he has experience in the carwash business. Focus Partners serves individuals, families, and institutional clients with wealth management, financial and tax planning, family office services, and retirement plan consulting. The firm’s investment approach uses a combination of active and passive strategies, third-party managers, and private funds within a long-term, tax- and fee-sensitive framework.

Jeremy Burger is a CFP®, CFA®, and holds a Series 65 license with 22 years of industry experience. He currently works at Focus Partners Wealth, LLC and previously spent 12 years at Merriman in various roles. He also serves as a general partner and committee member managing the wind-down and liquidation of a private fund. Focus Partners Wealth, LLC provides wealth management and advisory services to individuals, families, family offices, and institutional clients, employing a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Leilah Buker is a financial advisor at Focus Partners Wealth, LLC with two years of industry experience. She holds a Series 65 designation and has previously worked at Adero Partners, Brighton Jones, and Ferguson Wellman Capital Management. Focus Partners Wealth serves individuals, high-net-worth families, family offices, corporate, 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, third-party managers, and private funds within an enhanced open architecture framework.

Jacklynn Larson is a Series 65-licensed advisor with Focus Partners Wealth, LLC, based in Buena Vista, VA. She has held positions at Willis Johnson & Associates, Plante Moran (formerly Tonneson), Swisher and Johnson, and SKR+CO. Larson has nine years of industry experience overall. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, advisory, financial planning, and consulting 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.