Brian Pingatore is a CFP® professional with 18 years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at Buckingham Asset Management, TD Ameritrade, and Charles Schwab. Focus Partners serves individuals, high-net-worth families, family offices, corporate, and institutional clients with wealth management and advisory services. The firm employs an investment approach that combines active and passive strategies within a tax- and fee-sensitive framework and offers access to a variety of private and registered pooled vehicles.

Matthew Lankford is a financial advisor at Focus Partners Wealth, LLC with five years of industry experience. He holds a Series 66 designation and has previously worked at JPMorgan Chase Bank, J.P. Morgan Securities, Navy Federal Investment Services, Edward Jones, New York Life Insurance Co, and the Central Intelligence Agency. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial planning, and investment advisory 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 under an enhanced open architecture framework.

Micheal Upshaw Jr. is a CFP® professional affiliated with Focus Partners Wealth, LLC in Nashville, TN, with experience across multiple roles since 2019. His career includes positions at Interocean Capital at The Colony Group, Wood Financial Group, and various financial institutions prior to joining Focus Partners. Focus Partners Wealth, LLC 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 utilizing an enhanced open architecture framework that incorporates active and passive strategies, third-party managers, and private funds.

Wendy Hartman is a financial advisor at Focus Partners Wealth, LLC with 15 years of industry experience. She holds the CFP® designation and Series 65 license. Her previous roles include positions at The Colony Group, LLC, Bam Management, LLC, and Buckingham Strategic Wealth, LLC. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with a range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that blends active and passive strategies within an enhanced open architecture framework.

Brandon Shimoun is a CFP® and holds a Series 66 license with three years of industry experience. He currently works at Focus Partners Wealth, LLC and previously held positions at Goldman Sachs, Comerica Bank, Bank of America, Merrill Lynch, and Fidelity Investments. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and corporate 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, third-party managers, and private funds within an enhanced open architecture framework.

Will Benner is a CFP® with five years of industry experience, currently advising at Focus Partners Wealth, LLC. He previously worked at Modera Wealth Management, Independence Advisors, and CNB Bank. Outside of finance, he has experience in outdoor retail and collegiate environments, including a role at TCO Fly Fishing and positions at Hope College. Focus Partners Wealth, LLC provides wealth management and advisory services to individuals, high-net-worth families, family offices, and institutional clients. 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.

Daniel Kean is a financial advisor with Focus Partners Wealth, LLC, holding a Series 66 designation and 15 years of industry experience. His prior roles include positions at Buckingham Strategic Wealth, Madrona Financial & CPAs, and Thrivent Investment Management. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with a variety of wealth management and advisory services. The firm employs an investment approach that combines active and passive strategies within an enhanced open architecture framework, using fundamental and quantitative analysis alongside specialized tools such as trend-following and options overlay strategies.

Carly Slonin is a financial advisor with Focus Partners Wealth, LLC, holding Series 65 and Series 66 licenses and two years of industry experience. She has previously worked at The Colony Group, LLC, Buckingham Strategic Wealth, LLC, and Raymond James Financial Services, Inc. Outside of finance, her work history includes roles at DogOn Fitness and Falls Road Veterinary Hospital. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, investment management, financial and tax planning, and retirement plan consulting. 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.

Tyler Harrison is a CFP® with 12 years of industry experience, currently affiliated with Focus Partners Wealth, LLC. He previously worked at The Colony Group, LLC and Jackson National Life Distributors, LLC. Outside of his advisory role, he is a 50% organizer of an LLC that manages a family-owned beach house rental. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients, offering wealth management and advisory services with a focus on long-term, tax- and fee-sensitive portfolio construction using a blend of active and passive strategies.

Christopher Paiva is a Series 65-licensed advisor at Focus Partners Wealth, LLC with one year of industry experience. Prior to joining Focus Partners, he worked at Ernst & Young for a total of five years. 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 investment approach that combines active and passive strategies within an enhanced open architecture framework.

Marco Nesrallah Ferrari is a financial advisor with Focus Partners Wealth, LLC in St. Louis, MO. He holds Series 63 and Series 65 credentials and has one year of industry experience. Prior to joining Focus Partners, he worked in roles at Uber, DoorDash, Lyft, and various other companies. 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.

Melissa Ciotoli is a CFP® with 18 years of industry experience, currently affiliated with Focus Partners Wealth, LLC. Her prior roles include positions at The Colony Group, GYL Financial Synergies, and Resnick Investment Advisors. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with 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.

Blake Christensen is a CFP® and Series 65 credentialed advisor at Focus Partners Wealth, LLC with three years of industry experience. Prior to joining Focus Partners, he worked at Buckingham Strategic Wealth, LLC and KPMG, LLP, and spent time at Brigham Young University in both an academic and professional capacity. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with a 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.

Kyle Greco is a Series 65-licensed financial advisor with Focus Partners Wealth, LLC in Atlanta, GA. He has worked in the financial industry since 2017, including roles at MUFG Union Bank, Regions Bank, and Truist Bank before joining Focus Partners in 2026. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with a comprehensive range of wealth management and advisory services. The firm applies a long-term, tax- and fee-sensitive investment approach using a blend of active and passive strategies, third-party managers, and private funds under an enhanced open architecture framework.

Bradley Levin is a CFP® professional with 32 years of industry experience, currently serving as an advisor at Focus Partners Wealth, LLC since 2021. His prior experience includes roles at M. S. HOWELLS & Co., Legacy Wealth Partners, Triad Advisors, Commonwealth Financial Network, and Householder Group, Estate & Retirement Specialists. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients, providing a 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.

Kaevaan Mackay is a financial advisor at Focus Partners Wealth, LLC with two years of industry experience. He holds a Series 65 designation and previously worked at Churchill Management Group and Vita CSUN. 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 employs a long-term, tax- and fee-sensitive investment approach combining active and passive strategies within an enhanced open architecture framework.

Erin Sullivan is a CFP® and Series 65 professional at Focus Partners Wealth, LLC with 12 years of industry experience. She previously worked at Long Wharf Investors before joining The Colony Group, LLC, where she has been since 2014. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients, offering wealth management, advisory services, financial and tax planning, and employee benefit 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 within an enhanced open architecture framework.

Brian Fenn is a CFP® and ChFC® with 25 years of experience in financial advisory. He is currently with Focus Partners Wealth, LLC and has previously worked at The Colony Group, LLC, Buckingham Strategic Wealth, LLC, Bam Management, LLC, and Carolina Capital Consulting, Inc. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services, employing a long-term, tax- and fee-sensitive investment approach that blends active and passive strategies alongside third-party managers and private funds.

Mark Smith is a financial advisor at Focus Partners Wealth, LLC with 28 years of industry experience. He holds the PFS™ designation and Series 65 license. His prior work includes eight years at Buckingham Strategic Wealth, LLC and eighteen years at Solutions for Wealth Management, LLC. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients, offering a range of wealth management, advisory, and business management 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.

Rebecca Craig is a CFP® with 13 years of industry experience. She is currently with Focus Partners Wealth, LLC and has previously worked at The Colony Group, Buckingham Strategic Wealth, Mass Mutual Investors Services, Atalante Advisors, and Guardian Life. 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 combines active and passive strategies within an enhanced open architecture framework, emphasizing long-term, tax- and fee-sensitive portfolio construction.