Marvin Davies IV is a CFP® professional with one year of industry experience, currently serving at Focus Partners Wealth, LLC. His prior roles include positions at MAI Capital, Stratos Wealth Partners, and Envisage Wealth, with earlier experience in education at The Ohio State University and Orange City School District. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial planning, and retirement plan consulting. 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.

Catherine Goel is a financial advisor at Focus Partners Wealth, LLC with 18 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked with Kovitz Investment Group Partners, LLC and Relative Value Partners Group, LLC. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with a wide range of wealth management and advisory services. The firm employs an investment approach that combines active and passive strategies within a tax- and fee-sensitive framework, utilizing fundamental and quantitative analysis alongside various portfolio management tools.

Alexander Deherrera is a Series 65-registered advisor with 12 years of industry experience. He is currently with Focus Partners Wealth, LLC and previously worked for 14 years at Churchill Management Group. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial 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.

Jonathan Smith is a CFP® professional with seven years of industry experience. He is currently with Focus Partners Wealth, LLC and previously worked at Kovitz Investment Group Partners, LLC, Johnson Wealth Inc., and Johnson Bank. Focus Partners Wealth 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, third-party managers, and private funds within an enhanced open architecture framework.

Mack Nesbit is a financial advisor at Focus Partners Wealth, LLC with a Series 65 designation and four years of industry experience. He has worked at The Colony Group, LLC, Buckingham Strategic Wealth, LLC, and Davis Financial Planning. 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.

Brian Janes is a financial advisor at Focus Partners Wealth, LLC with 28 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Kovitz Investment Group Partners, Transform Wealth LLC, Thrivent Financial, Charles Schwab & Co., and Janus Management Holdings Corp. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients, offering 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, third-party managers, and private funds.

Carlee Jones is a financial advisor at Focus Partners Wealth, LLC with two years of industry experience and a Series 65 designation. She previously worked at The Colony Group, LLC and Buckingham Strategic Wealth, LLC, and has experience in nonprofit and corporate roles including the YMCA and Syngenta. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial planning, and retirement plan consulting. The firm uses a long-term, tax- and fee-sensitive investment approach combining active and passive strategies within an enhanced open architecture framework.

Carl Nadwodny Jr. is a CFP® and CFA® credentialed financial advisor at Focus Partners Wealth, LLC with 11 years of industry experience. He previously worked at Buckingham Strategic Wealth, LLC and Convergent Financial Strategies LLC. Focus Partners serves individuals, high-net-worth families, family offices, 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, third-party managers, and private funds within an enhanced open architecture framework.

Natalie Gordon is a Series 65-licensed financial advisor with four years of industry experience. She currently works at Focus Partners Wealth, LLC and previously held roles at Kovitz Investment Group Partners, LLC and Telemus Capital, LLC. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with comprehensive wealth management, investment management, and 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 within an enhanced open architecture framework.

Patrick Walsh is a CFP® and holds a Series 66 license with 18 years of experience in financial advisory. He has worked at multiple firms, including The Colony Group, Buckingham Strategic Wealth, Oxford Financial Partners, Osaic FA, and Mass Mutual Investors Services. He is currently with Focus Partners Wealth, LLC. Focus Partners 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 employs a long-term, tax- and fee-sensitive investment approach that blends active and passive strategies, third-party managers, and private funds through an enhanced open architecture framework.

Andrew Kline is a CFP® professional with 18 years of industry experience. He is currently with Focus Partners Wealth, LLC and previously worked at Buckingham Strategic Wealth, LLC and ARK Financial Services, LLC. Outside of his primary role, he serves on an investment committee for Raffa Wealth Management, meeting annually to review investment strategies. 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 using a blend of active and passive strategies, third-party managers, and private funds.

Ian Mac Kinnon is a financial advisor at Focus Partners Wealth, LLC with three years of industry experience. He holds a Series 66 designation and previously worked at WealthBridge Financial and Edmund Optics, Inc. In addition to his advisory role, he owns AtTrainable Real Estate IQ, LLC, a real estate business focused on buying, renovating, and selling or leasing investment properties. 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 blends active and passive strategies, third-party managers, and private funds under an enhanced open architecture framework.

Tyler Borzak 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 Kovitz Investment Group Partners, LLC and Harris Associates. He serves as a non-compensated board member for Pine Tree, attending quarterly meetings. Focus Partners Wealth serves individuals, high-net-worth families, family offices, corporate and institutional clients with comprehensive wealth management and advisory services. The firm emphasizes a long-term, tax- and fee-sensitive investment approach using a blend of active and passive strategies within an enhanced open architecture framework.

Kent Schmidgall is a CFP® with 14 years of industry experience currently with Focus Partners Wealth, LLC. His prior roles include positions at The Colony Group, LLC, Bam Management, LLC, Buckingham Asset Management, LLC, and Northwestern Mutual Investment Management. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with a range of wealth management and advisory services, employing an investment approach that combines active and passive strategies within an enhanced open architecture framework.

Hugh Toland Jr. is a financial advisor at Focus Partners Wealth, LLC in Tucson, AZ, with 19 years of industry experience. He holds a Series 65 designation and previously worked for Sonora Investment Management and Sonora Investment Management Group from 1986 through 2021. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients, offering a comprehensive range of wealth management 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.

Michael Fetsko is a financial advisor at Focus Partners Wealth, LLC with one year of industry experience. He holds a Series 65 credential and previously worked at MAI Capital Management, Wells Fargo Advisors, and Liberty Home Mortgage. 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 an investment approach combining 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.

Jeffrey Freeberg is a CFP® and holds a Series 66 designation with five years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at Midwest Capital Advisors, Sagepoint Financial, Peacehaven Advisory Group, Action Institute, Gallo Sales Company, and Hillsdale College. Focus Partners Wealth serves 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, emphasizing long-term, tax- and fee-sensitive portfolio construction.

Amanda Falkum is a CFP® with 23 years of industry experience. She is currently with Focus Partners Wealth, LLC and has previously worked at Kovitz Investment Group Partners, Kovitz Securities, Deloitte Investment Advisors, and Ernst & Young Investment Advisers. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial and tax planning, as well as retirement plan consulting. The firm employs a long-term, tax- and fee-sensitive investment approach combining active and passive strategies, third-party managers, and private funds.

Jared Espinoza is a CFP® with three years of industry experience, currently advising at Focus Partners Wealth, LLC in Seattle, WA. He has previously worked at Raymond James Financial Services, Northwestern Mutual Investment Services, Garrison Financial Group, and Fidelity Investments. Outside of finance, he has experience in hospitality and service roles, including working at Old Oak Coffee House and Uber Eats. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial planning, and retirement plan consulting. 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.

Ludwell Gaines IV is a financial advisor at Focus Partners Wealth, LLC in Scottsdale, AZ, with eight years of industry experience. He holds the Series 63 and Series 65 licenses and has previously worked at Sonora Investment Management Group, LLC and Sonora Investment Management LLC. Focus Partners Wealth, LLC serves a range of clients including individuals, high-net-worth families, family offices, and institutional clients, offering 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.