Kate Jonynas is a CFP® professional with 17 years of industry experience. She has worked at Kovitz Securities, LLC and Kovitz Investment Group Partners, LLC for over a decade and joined Focus Partners Wealth, LLC in 2026. Jonynas also held a role at Foreside Financial Services, LLC. 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 emphasizes long-term, tax- and fee-sensitive portfolio construction using an enhanced open architecture framework that combines active and passive strategies, third-party managers, and private funds.

Cheryl Furlong is a CFP® and PFS™ credentialed advisor with 26 years of experience in financial planning and wealth management. She has worked at Focus Partners Wealth, LLC since 2024, following six years at Buckingham Asset Management, LLC and eighteen years at Wealthquest Financial Services, LLC. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with comprehensive wealth management services, including investment management, financial and tax planning, and retirement plan consulting. The firm employs an enhanced open architecture investment approach combining active and passive strategies, quantitative analysis, and specialized tools such as trend-following and options overlay strategies.

Douglas Buchan is a CFP® professional with 17 years of experience in the financial advisory industry. He is currently with Focus Partners Wealth, LLC and has held prior roles at The Colony Group, LLC, Buckingham Strategic Wealth, LLC, Main Street Financial Solutions, LLC, and Tilson Financial Group Inc. 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 a long-term, tax- and fee-sensitive investment approach that blends active and passive strategies, utilizes quantitative analysis and options overlay techniques, and offers access to private funds and specialized financial products.

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 serves individuals, high-net-worth families, family offices, corporate and institutional clients with comprehensive wealth management and advisory services. The firm employs an enhanced open architecture approach that combines active and passive strategies, third-party managers, and private funds, focusing on long-term, tax- and fee-sensitive portfolio construction.

Philip Jameson is a financial advisor with Focus Partners Wealth, LLC, holding a Series 63 designation and over 39 years of industry experience. His prior roles include long tenures at G. W. & Wade Asset Management Company, Inc. and G.W. & Wade, Inc. He serves as an Investment Committee Member for the Clergy Health and Retirement Trust and participates on the Advisory Committee for the Town of Wellesley. Focus Partners 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, integrating fundamental and quantitative analysis alongside tools like trend-following and options overlay strategies.

John Hannah is a financial advisor at Focus Partners Wealth, LLC with four years of industry experience. He holds a Series 65 designation and has worked previously at Gratus Capital, Wells Fargo, Fidelity Bank, and US Trust. Focus Partners Wealth serves individuals, high-net-worth families, family offices, corporate and institutional clients with wealth management and advisory services. 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.

Michael Haber is a Certified Financial Planner® with 12 years of industry experience. He has worked at The Colony Group, LLC since 2013. Haber is based in St. Louis, MO. He is affiliated with Focus Partners Wealth, LLC, an enterprise firm serving individuals, high-net-worth families, family offices, and institutional clients. The firm offers comprehensive wealth management services using a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party managers, and private funds.

Claire Weil is a financial advisor at Focus Partners Wealth, LLC with 31 years of industry experience. She holds Series 63 and Series 65 designations and has worked at firms including The Colony Group, LLC, GYL Financial Synergies, LLC, Wells Fargo Advisors, and Prudential Equity Group, LLC. Outside of advising, she manages a rental property in Scotland, handling tax reporting and occasional maintenance coordination. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients, offering wealth management, financial and tax planning, and retirement plan consulting. The firm employs a long-term, tax- and fee-sensitive investment approach that integrates active and passive strategies, third-party managers, and private funds under an enhanced open architecture framework.

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 previously worked at Buckingham Strategic Wealth, NOVA Wealth Management Group, Cetera ADVISORS LLC, and Stewardship Financial Advisors. Focus Partners serves individuals, families, family offices, and institutional clients with wealth management, financial and tax planning, family office and business management services, and retirement plan consulting. The firm uses 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.

Debra Brede is a financial advisor at Focus Partners Wealth, LLC with 42 years of industry experience. She holds a Series 63 designation and has worked at Focus Partners since 2024. Prior to this, she spent over 30 years at D.K. Brede Investment Management Company, Inc. and Commonwealth Financial Network. Outside of her advisory work, she serves on the finance committee at Newton Wellesley Hospital and holds trustee and board roles with Agape A.I.D.S. Orphan Care and Boston Rescue Mission. Focus Partners serves a broad client base including individuals, high-net-worth families, family offices, and institutional clients, offering wealth management, financial planning, and retirement plan consulting. 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.

Minou Rhoades is a Series 65-licensed financial advisor with 10 years of industry experience. She is currently with Focus Partners Wealth, LLC and has previously worked at Adero Partners, LLC and Vista Wealth Management, LLC. 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 employs a long-term, tax- and fee-sensitive investment approach that blends active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Skyler Spitz is a financial advisor at Focus Partners Wealth, LLC with one year of industry experience. He holds a Series 65 designation. His prior roles include multiple positions at GYL Financial Synergies and attendance at the University of North Carolina at Chapel Hill. Focus Partners 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.

Elliot Dole is a CFP® professional with 16 years of experience in financial advisory services. He is currently with Focus Partners Wealth, LLC and has previously worked at The Colony Group, LLC, Bam Management, LLC, and Buckingham Strategic Wealth, LLC. 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 under an enhanced open architecture framework.

Robert Campbell is a Certified Financial Planner® with 27 years of industry experience. He is currently with Focus Partners Wealth, LLC and has held roles at Kovitz Investment Group Partners, Transform Wealth (formerly Carnick & Kubik Group), Valued Investment Partners, and Campbell Financial Group. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients, offering a broad range of wealth management and advisory services with an investment approach that integrates active and passive strategies, fundamental and quantitative analysis, and access to private and registered pooled vehicles.

Kristopher Roche is a CFP® with three years of industry experience currently with Focus Partners Wealth, LLC. His prior roles include positions at The Colony Group, LLC, Buckingham Strategic Wealth, LLC, and West Financial Services, Inc. Outside finance, he worked at Lost Dog Cafe and attended George Mason University. Focus Partners 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.

Sheryl Rayner is a Series 65-registered financial advisor with 16 years of industry experience. She is currently with The Colony Group, LLC and has previously worked at HoyleCohen, LLC and Stellar Capital Management LLC. Rayner is based in Phoenix, AZ. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial and tax planning, and employee benefit consulting. The firm uses a long-term, tax- and fee-sensitive investment approach combining active and passive strategies, third-party managers, and private funds.

Paresh Kamdar is a CFP® with 24 years of industry experience. He is currently with Focus Partners Wealth, LLC and previously worked at Merriman for 18 years and Charles Schwab for 5 years. 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 combines active and passive strategies within an enhanced open architecture framework.

Joseph Frontczak is a CFP® and CFA® credentialed advisor with 14 years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at The Colony Group, Buckingham Strategic Wealth, and Stifel. Focus Partners Wealth serves individuals, high-net-worth families, family offices, corporate and institutional clients with wealth management, financial planning, and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach using both active and passive strategies within an enhanced open architecture framework.

Maryann Vognild is a CFP®-certified financial advisor with 19 years of industry experience. She is currently with Focus Partners Wealth, LLC and has previously worked at The Colony Group, Buckingham Strategic Wealth, GreenCourse Financial Advisors, and Crown Capital Securities. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial planning, retirement plan consulting, and access to private and registered pooled vehicles. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Charles Moran is a financial advisor at Focus Partners Wealth, LLC with 16 years of industry experience. He holds the CFP® designation along with Series 65 and Series 66 licenses. Moran previously worked at The Colony Group, LLC, Buckingham Strategic Wealth, LLC, and Edward Jones. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial and tax planning, and retirement plan consulting. The firm’s investment approach combines active and passive strategies within an enhanced open architecture framework, utilizing fundamental and quantitative analysis alongside alternative tools such as trend-following and options overlay strategies.