Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Tyler C
CFP®, Series 63, Series 65
Babylon, NY
Focus Partners Wealth, LLC
Tyler Capitano is a CFP® professional with six years of experience in the financial services industry. He is currently with Focus Partners Wealth, LLC and has worked previously at Park Avenue Securities, Guardian Life Insurance Company, and Mass Mutual. 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 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.
Mason B
Series 65
Chicago, IL
Focus Partners Wealth, LLC
Mason Butler is a Series 65-licensed advisor with Focus Partners Wealth, LLC, based in Chicago, IL. He joined Focus Partners Wealth in 2024 and has prior experience at Gameday Spirt, Busey Bank, and Sub 4 Development. Focus Partners serves a diverse clientele including individuals, high-net-worth families, family offices, and institutional clients, offering comprehensive wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that combines active and passive strategies, third-party managers, and private funds.
Chase C
CFP®, Series 66
Santa Monica, CA
Focus Partners Wealth, LLC
Chase Campbell is a CFP® and holds a Series 66 license, with eight years of industry experience. He has worked at several notable firms, including The Colony Group, CitiGroup, and JPMorgan Securities. His background includes roles in financial services as well as experience with Local 80 Grips and Cast and Crew Production Services. He is currently with Focus Partners Wealth, LLC, an enterprise firm serving individuals, high-net-worth families, family offices, and institutional clients. The firm offers a comprehensive range of wealth management and advisory services, employing a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.
Connor S
CFP®, Series 63
Boston, MA
Focus Partners Wealth, LLC
Connor Sullivan is a CFP® professional with eight years of industry experience, currently affiliated with Focus Partners Wealth, LLC. He has been with The Colony Group, LLC since 2013. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services, combining active and passive strategies within an enhanced open architecture framework. The firm offers a broad range of services including investment management, financial and tax planning, and private fund access.
Raphael F
Series 65
Westport, CT
Focus Partners Wealth, LLC
Raphael Feigenbaum is a financial advisor at Focus Partners Wealth, LLC with a Series 65 credential and four years of industry experience. His work history includes roles at The Colony Group, GYL Financial Synergies, Sovereign Partners, Bungalow, and KPMG. Focus Partners 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 within an enhanced open architecture framework, utilizing fundamental and quantitative analysis alongside specialized tools such as trend-following and options overlay strategies.
Bryson R
CFP®, Series 63, Series 65
Harrisburg, PA
Focus Partners Wealth, LLC
Bryson Roof is a CFP® professional with 13 years of industry experience, currently serving at Focus Partners Wealth, LLC. His previous roles include positions at Kovitz Investment Group Partners, Fort Pitt Capital Group, and his own firm, Roof Advisory Group, Inc. Focus Partners Wealth, LLC provides wealth management and advisory services to individuals, high-net-worth families, family offices, corporate, and institutional clients. The firm employs a long-term, tax- and fee-sensitive investment approach using a combination of active and passive strategies within an enhanced open architecture framework.
Mary L
St. Louis, MO
Focus Partners Wealth, LLC
Mary Leach is a financial advisor at Focus Partners Wealth, LLC with eight years of industry experience. She previously worked at The Colony Group, LLC, Buckingham Asset Management, LLC, and Moneta Group. Focus Partners 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.
Michael L
Series 63, Series 65
West Hartford, CT
Focus Partners Wealth, LLC
Michael Lepore Jr. is a financial advisor at Focus Partners Wealth, LLC with 26 years of industry experience. He holds Series 63 and Series 65 designations and has worked at several firms including The Colony Group, GYL Financial Synergies, Wells Fargo Advisors, Wells Fargo Clearing, and Prudential Equity Group. Lepore is based in West Hartford, CT. Focus Partners serves individuals, high-net-worth families, family offices, corporate, and institutional clients with comprehensive wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that integrates both active and passive strategies within an enhanced open architecture framework.
Sarabpreet K
CFP®
Palo Alto, CA
Focus Partners Wealth, LLC
Sarabpreet Kaur is a CFP® at Focus Partners Wealth, LLC with one year of industry experience. Prior to joining Focus Partners, she worked at Liberty Tax Service and BDO USA. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial and tax planning, employee benefit consulting, and investment management. The firm employs an enhanced open architecture approach combining active and passive strategies, private funds, and third-party managers.
Roderick M
CFP®, Series 65
South Boston, MA
Focus Partners Wealth, LLC
Roderick Macdonald is a CFP® and Series 65 credentialed advisor with 21 years of industry experience. He currently works at Focus Partners Wealth, LLC and has previously held roles at The Colony Group, LLC and Long Wharf Investors. Outside of his advisory work, he is an owner, officer, and director of several companies that own investment real estate properties. Focus Partners Wealth, LLC serves a diverse clientele including individuals, high-net-worth families, family offices, and institutional clients, offering 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.
Michael M
CFP®, Series 66
Chicago, IL
Focus Partners Wealth, LLC
Michael Marciszewski is a CFP® with nine years of industry experience currently serving at Focus Partners Wealth, LLC since 2026. He previously worked at Kovitz Investment Group Partners, LLC, Ayco/Goldman Sachs & Co. LLC, and The Ayco Company, L.P./Mercer Allied. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with a variety 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.
Waiyee W
CFP®, Series 66
Portland, OR
Focus Partners Wealth, LLC
Waiyee Wong is a CFP® with 12 years of industry experience, currently serving at Focus Partners Wealth, LLC. Prior to joining Focus Partners in 2024, she worked at Buckingham Strategic Wealth, LLC and Confluence Wealth Management LLC. She is Vice Chair of the Board of Directors for the Portland Japanese Garden Foundation, a nonprofit overseeing the investment of the Japanese Garden’s endowment. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients, offering a range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that incorporates both active and passive strategies within an enhanced open architecture framework.
John C
PFS™, Series 66
St. Louis, MO
Focus Partners Wealth, LLC
John Corn is a financial advisor at Focus Partners Wealth, LLC with 21 years of industry experience. He holds the PFS™ designation and Series 66 license. His prior experience includes roles at The Colony Group, Bam Management, Buckingham Strategic Wealth, and Buckingham Asset Management. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and corporate 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.
Allison C
CFP®, Series 65
St. Louis, MO
Focus Partners Wealth, LLC
Allison Cooley is a CFP® professional with seven years of industry experience, currently advising at Focus Partners Wealth, LLC. Her prior experience includes roles at The Colony Group, Buckingham Strategic Wealth, Mana Financial Life Design, Legacy Financial Strategies, Reed Financial Services, and Powercat Financial. She holds a Series 65 license and is based in St. Louis, MO. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients, providing wealth management, financial planning, 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.
Ali K
CFP®, Series 66
Beaverton, OR
Focus Partners Wealth, LLC
Ali Kavianian is a CFP® professional with 17 years of industry experience, currently serving at Focus Partners Wealth, LLC since 2025. His prior experience includes roles at Churchill Management Group, Creative Planning, TD Ameritrade, and Merrill. Outside of financial advising, he is involved in small business ownership, including ventures in vehicle rental and leasing as well as property management. Focus Partners Wealth, LLC 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 that combines active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.
Jeffrey C
CFP®, Series 66
Hingham, MA
Focus Partners Wealth, LLC
Jeffrey Craig is a CFP® with 20 years of industry experience and is currently with Focus Partners Wealth, LLC. He previously worked at The Colony Group, LLC for eight years. 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 employs a long-term, tax- and fee-sensitive investment approach using a blend of active and passive strategies within an enhanced open architecture framework.
Chandler P
CFP®
Plano, TX
Focus Partners Wealth, LLC
Chandler Peterson is a CFP® professional at Focus Partners Wealth, LLC with two years of industry experience. He has previously worked at Buckingham Strategic Wealth, Cresset, U.S. Bank Private Wealth Management, and Wells Fargo Securities. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with integrated wealth management and advisory services. The firm’s investment approach uses a combination of active and passive strategies within an enhanced open architecture framework, incorporating quantitative analysis and options overlay strategies.
Matthew R
CFP®, Series 63, Series 66
Babylon, NY
Focus Partners Wealth, LLC
Matthew Rapoport is a CFP® certificant with 12 years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at The Colony Group, Purshe Kaplan Sterling Investments, Blue Water Advisors, and Goldman Sachs Wealth Services. 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 using a blend of active and passive strategies within an enhanced open architecture framework.
Hank H
Series 65
Lincoln, NE
Focus Partners Wealth, LLC
Hank Harris is a Series 65-licensed financial advisor at Focus Partners Wealth, LLC with two years of industry experience. He previously worked at Bellwether Wealth and Axos Clearing and has experience in regulatory and educational roles at the Nebraska Department of Insurance and the University of Nebraska-Lincoln. Focus Partners 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 that combines active and passive strategies within an enhanced open architecture framework.
Ryan E
CFA®, Series 66
St. Louis, MO
Focus Partners Wealth, LLC
Ryan Ely is a CFA® charterholder and holds the Series 66 license, with nine years of experience in financial advisory. He is currently with Focus Partners Wealth, LLC, where he has worked since 2024. Prior to this, he was with Buckingham Strategic Wealth, LLC for six years and Larson Financial Securities, LLC for three years. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with a comprehensive 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.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)
Finding advisors...
Find a financial advisor
Based on your filters