Douglas Buchan is a CFP® professional with 16 years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at The Colony Group, LLC, Bam Management, LLC, Buckingham Strategic Wealth, LLC, and Main Street Financial Solutions, LLC. 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 investment approach that integrates active and passive strategies within a tax- and fee-sensitive framework, offering a range of portfolio management, financial counseling, and family office services.

Alexander Hock is a CFA® charterholder with 10 years of industry experience. He currently works at Focus Partners Wealth, LLC and previously held roles at The Colony Group, LLC and Jones Barclay Boston. 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 that includes active and passive strategies, private funds, and ETFs.

Philip Jameson is a financial advisor at Focus Partners Wealth, LLC with 39 years of industry experience. He holds a Series 63 designation and has worked previously at The Colony Group, LLC and G. W. & Wade Asset Management Company, Inc. Jameson serves on the Investment Committee for the Clergy Health and Retirement Trust and is a member of the Town of Wellesley Advisory Committee, where he reviews local issues and makes recommendations to Town Meeting Members. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that combines active and passive strategies, private funds, and separate account managers.

John Hannah is a financial advisor at Focus Partners Wealth, LLC with four years of industry experience. He holds the Series 65 designation and previously worked at Gratus Capital, Wells Fargo, Fidelity Bank, and US Trust. 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 and offers a broad range of wealth management and advisory services supported by an extensive network of affiliated service companies and product relationships.

Michael Haber is a CFP® with 12 years of industry experience, currently serving at Focus Partners Wealth, LLC. He has been with The Colony Group, LLC since 2013. Focus Partners Wealth, LLC provides wealth advisory and investment management services to a diverse client base including individuals, high-net-worth families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term investment approach that emphasizes tax- and fee-sensitivity within an enhanced open architecture framework, combining active and passive strategies alongside firm-affiliated private and registered funds.

Claire Weil is a financial advisor at Focus Partners Wealth, LLC with 31 years of industry experience. She previously worked at The Colony Group, LLC and GYL Financial Synergies, LLC. Outside of her advisory work, she manages a rental property in Scotland, handling income and expense tracking and occasional interaction with the management company. Focus Partners Wealth serves individual, high-net-worth, family office, corporate, retirement plan, and institutional clients, offering a range of investment and wealth management services. The firm employs a long-term, tax- and fee-sensitive investment approach and integrates fundamental and quantitative analysis with affiliated service companies and product relationships.

Melissa Keiss is a financial advisor at Focus Partners Wealth, LLC with 12 years of industry experience. She holds a Series 66 designation and has worked at Buckingham Strategic Wealth, NOVA Wealth Management Group, Cetera ADVISORS, and Stewardship Financial Advisors. 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 utilizing enhanced open architecture and offers a range of services from investment management to family office and retirement plan fiduciary services.

Debra Brede is a Series 63 licensed financial advisor with 41 years of industry experience. She is currently with Focus Partners Wealth, LLC and previously worked at GW & Wade, D.K. Brede Investment Management Company, and Commonwealth Financial Network. Outside of her advisory role, she serves on the finance committee of Newton Wellesley Hospital and holds trustee and board positions with nonprofit organizations including Agape A.I.D.S. Orphan Care and Boston Rescue Mission. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that combines active and passive strategies alongside private and registered funds.

Minou Rhoades is a financial advisor at Focus Partners Wealth, LLC with nine years of industry experience. She holds a Series 65 designation and previously worked at Adero Partners, LLC and Vista Wealth Management, LLC. Outside of advising, she manages a rental property. Focus Partners Wealth, LLC provides wealth advisory and investment management services to a diverse client base, including individuals, families, retirement plans, and institutions. The firm’s investment approach blends active and passive strategies within a tax- and fee-sensitive framework and offers a range of specialized investment programs and family office services.

Skyler Spitz is a financial advisor at Focus Partners Wealth, LLC, holding a Series 65 designation with one year of industry experience. Prior to joining Focus Partners Wealth, he worked at GYL Financial Synergies and attended the University of North Carolina at Chapel Hill. Focus Partners Wealth serves a diverse clientele 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 that integrates fundamental and quantitative analysis, third-party managers, and a broad range of investment strategies across managed and held-away assets.

Elliot Dole is a CFP® professional with 16 years of industry experience. He is currently with Focus Partners Wealth, LLC and previously worked at The Colony Group, LLC, Bam Management, 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 employs a long-term investment approach that emphasizes tax- and fee-sensitivity within an enhanced open architecture framework combining active and passive strategies, separate account managers, private funds, mutual funds, and ETFs.

Robert Campbell is a CFP® with 27 years of industry experience, currently serving as a financial advisor at Focus Partners Wealth, LLC. His prior experience includes roles at Kovitz Investment Group Partners, LLC and Transform Wealth, LLC (formerly Carnick & Kubik Group, LLC). 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 that integrates fundamental and quantitative analysis, offering a wide range of services from investment management to family office and retirement plan fiduciary services.

Kristopher Roche is a CFP® professional with two years of industry experience. He has worked at The Colony Group, LLC, Buckingham Strategic Wealth, LLC, and West Financial Services, Inc. Prior to his financial advisory roles, he was involved with Lost Dog Cafe and worked at George Mason University. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach that integrates active and passive strategies within an enhanced open architecture framework.

Sheryl Rayner is a financial advisor at Focus Partners Wealth, LLC with 15 years of industry experience. She holds a Series 65 designation and has previously worked at Stellar Capital Management LLC and HoyleCohen, LLC. Rayner has been with The Colony Group, LLC since 2024. 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 employs a long-term investment approach that combines active and passive strategies within an enhanced open architecture framework and offers a range of fiduciary, tax, business management, and family office services.

Paresh Kamdar is a CFP® professional with 24 years of industry experience. He is currently with Focus Partners Wealth, LLC and previously worked at Merriman for 18 years. Focus Partners Wealth, LLC offers wealth advisory and investment management services to individuals, families, institutions, and businesses. The firm employs a long-term investment approach that integrates active and passive strategies within an enhanced open architecture framework and provides a wide range of financial and fiduciary services.

Joseph Frontczak is a CFP® and CFA® with 13 years of industry experience. He is currently affiliated with Focus Partners Wealth, LLC and previously worked at Buckingham Strategic Wealth, LLC. Focus Partners Wealth serves a broad client base including individuals, high-net-worth families, corporate, retirement plan, and institutional clients. The firm employs a long-term, tax- and fee-sensitive investment strategy with a focus on enhanced open architecture, combining fundamental and quantitative analysis alongside various investment vehicles and affiliated service offerings.

Maryann Vognild is a CFP® with 19 years of industry experience, currently serving at Focus Partners Wealth, LLC. Her prior roles include positions at The Colony Group, LLC, Buckingham Strategic Wealth, LLC, GreenCourse Financial Advisors, LLC, and Crown Capital Securities, LP. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, retirement plans, institutions, and businesses. The firm’s investment approach emphasizes long-term, tax- and fee-sensitive strategies within an enhanced open architecture framework that combines active and passive management across various investment vehicles.

Charles Moran is a CFP® professional with 16 years of experience in the financial services industry. He is currently with Focus Partners Wealth, LLC and previously worked at Buckingham Strategic Wealth, LLC. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, corporate and institutional clients, offering investment management, financial counseling, family office services, and retirement plan fiduciary services. The firm employs a long-term, tax- and fee-sensitive investment approach utilizing enhanced open architecture, combining fundamental and quantitative analysis with access to third-party managers and various alternative strategies.

William Montague is a CFP® and CFA® with seven years of industry experience. He is currently with Focus Partners Wealth, LLC and has held positions at The Cynosure Group, SVB, Bay State Financial, Northwestern Mutual Life Insurance Company, Falcon Investment Advisors, Citizens Financial Group, and Boston Private. 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 range of wealth management, financial counseling, and investment services, using a long-term, tax- and fee-sensitive investment approach that incorporates fundamental and quantitative analysis along with a broad platform of affiliated service companies and product relationships.

Jaimie Sousa is a CFP® and holds a Series 66 license with 11 years of industry experience. She currently works at Focus Partners Wealth, LLC and has previously been affiliated with The Colony Group, Independence Financial Advisors, Cambridge Investment Research Advisers, The Foundry Financial Group, and Cambridge Investment Research. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, retirement plans, institutions, and businesses. The firm’s investment approach combines active and passive strategies within a tax- and fee-sensitive framework and offers a broad range of financial and fiduciary services.