Ruben Rivas is a financial advisor with Focus Partners Wealth, LLC, holding a Series 66 designation and 10 years of industry experience. His prior roles include positions at Kovitz Investment Group Partners, Strategic Wealth Partners Group LLC, U.S. Bancorp Investments, Inc., and Robert W. Baird & Co. 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.

James Knight is a financial advisor with Focus Partners Wealth, LLC in Walnut Creek, CA, holding Series 63 and Series 65 licenses and having 23 years of industry experience. His prior roles include positions at Adero Partners, Vista Wealth Management, and The Portola Group Inc. He is also a member of Vista Venture Partners, an investment-related entity. Focus Partners Wealth 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 integrates active and passive strategies, third-party managers, and private funds under an enhanced open architecture framework.

Karen Smith is a CFP® with 15 years of industry experience, currently serving at Focus Partners Wealth, LLC. She previously worked at Buckingham Strategic Wealth, LLC and Hausman Advisors LLC. 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 that integrates active and passive strategies, third-party separate account managers, and private funds.

Edward Ciancarelli is a CFA® charterholder based in Boston, MA, with 12 years of experience primarily at The Colony Group, LLC. He is a volunteer member of the Global Equities Sub-Committee of the Boston Securities Analyst Society, where he contributes to organizing industry conferences and seminars. Focus Partners Wealth, LLC serves individuals, families, family offices, and institutional clients, providing wealth management, financial planning, and retirement 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.

Brian Cheah is a financial advisor at Focus Partners Wealth, LLC with eight years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at The Colony Group, LLC, Buckingham Strategic Wealth, LLC, and Wells Fargo Securities, LLC. Focus Partners 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 combines active and passive strategies within an enhanced open architecture framework.

Robert Palmer is a CFP® credentialed financial advisor at Focus Partners Wealth, LLC with 26 years of industry experience. His prior roles include positions at The Colony Group, Atlas Private Wealth Management, and Goldman Sachs Wealth Services. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial and tax planning, retirement consulting, and access to private and registered investment 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.

Emma Von Weise is a financial advisor with Focus Partners Wealth, LLC, holding a Series 65 designation and four years of industry experience. She has worked at several firms including Buckingham Strategic Wealth, Stepp & Rothwell, and BMO Harris Bank. Outside of her advisory role, Emma provides pro bono financial coaching to young people and informal financial advice to individuals in her community. 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 that combines active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Taylor Bolm is a financial advisor at Focus Partners Wealth, LLC with one year of industry experience. He holds a Series 65 designation and has experience working at Kovitz Investment Group Partners, LLC. Outside of financial advising, he has been involved with Silverleaf Country Club since 2019. Focus Partners Wealth, LLC serves individuals, 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 that combines active and passive strategies, third-party managers, and private funds.

Vanessa Contreras Pacheco is a financial advisor at Focus Partners Wealth, LLC with one year of industry experience. She holds a Series 65 designation and previously worked at BNY Mellon for three years and Harbor Ithaka Wealth Management for five years. 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.

Anthony Cheang is a financial advisor at Focus Partners Wealth, LLC with eight years of industry experience. He holds a Series 66 designation and has worked at several firms, including Buckingham Strategic Wealth and LPL Financial. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, advisory, financial and tax planning services. The firm employs an investment approach that combines active and passive strategies, third-party separate account managers, and private funds within a long-term, tax- and fee-sensitive framework.

Stephen Trousdale is a CFP® with 11 years of industry experience, currently affiliated with Focus Partners Wealth, LLC. He previously worked at The Colony Group, LLC and Buckingham Asset Management, LLC. Focus Partners 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 using a combination of active and passive strategies, third-party managers, and private funds.

Michael Karmin is a CFP® and CFA® with 14 years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at Kovitz Investment Group Partners, LLC and Strategic Wealth Partners Group LLC. 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 that combines active and passive strategies within an enhanced open architecture framework.

Donald Richner is a CFP® with 22 years of industry experience, currently serving as an advisor at Focus Partners Wealth, LLC since 2025. Prior to that, he worked for 22 years at Churchill Management Group. 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 using a blend of active and passive strategies, third-party managers, and private funds.

Sarah Robinson is a CFP® with 11 years of industry experience. She is currently with Focus Partners Wealth, LLC and previously worked at Adero Partners, LLC and Hines Warner Wealth Management, LLC. 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.

Jeff Donham is a CFP® professional with 20 years of industry experience, currently advising at Focus Partners Wealth, LLC. He previously worked at The Colony Group, LLC for 10 years and Northwestern Mutual Investment Management for 2 years. Focus Partners Wealth, LLC serves a diverse client base including 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 within an enhanced open architecture framework, combining active and passive strategies along with access to private and registered pooled vehicles.

Albania Tavarez Villar is a financial advisor at Focus Partners Wealth, LLC with two years of industry experience. She holds a Series 65 designation and previously worked at The Colony Group, LLC and GYL Financial Synergies, LLC. Albania’s earlier career includes fifteen years at Financial Partners Wealth Management. 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 integrates active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Zachary Quante is a financial advisor with Focus Partners Wealth, LLC in Indianapolis, holding a Series 65 designation and one year of industry experience. He previously worked at Spectrum Wealth Management for two years and was a full-time student for eight years prior to his advisory career. 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, integrating fundamental and quantitative analysis alongside specialized tools such as trend-following and options overlay strategies.

Ryan Formanek is a financial advisor at Focus Partners Wealth, LLC with 14 years of industry experience. He holds a Series 65 designation and previously worked for nine years at Churchill Management Group. 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 that combines active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Kristina Kiraly is a financial advisor at Focus Partners Wealth, LLC with six years of industry experience. She holds the Series 66 designation and has worked previously at Ameriprise, Bank of America, Merrill, Darden Restaurants Inc, General Electric/ABB, and Keller Williams Realty. Outside of her advisory role, she sells personal items online through platforms such as eBay and Mercari. Focus Partners Wealth 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 under an enhanced open architecture framework.

Kittye Tilford is a CFP® professional with eight years of industry experience, currently serving at Focus Partners Wealth, LLC since 2017. Prior to this, she worked at Jones Barclay Boston from 2009 to 2016. She is based in Denver, CO. Focus Partners Wealth, LLC provides wealth management and advisory services to individuals, high-net-worth families, family offices, and institutional clients, including ERISA retirement plans. The firm employs a long-term, tax- and fee-sensitive investment approach that integrates active and passive strategies, third-party separate account managers, and private funds through an enhanced open architecture framework.