William Montague is a CFP® and CFA® credentialed advisor with seven years of industry experience. He currently works at Focus Partners Wealth, LLC and has previously held roles 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 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, third-party managers, and private funds within an enhanced open architecture framework.

Jaimie Sousa is a CFP® and holds a Series 66 license with 12 years of experience in the financial advisory industry. She is currently with Focus Partners Wealth, LLC and has previously worked at The Colony Group, Independence Financial Advisors, Cambridge Investment Research Advisers, and The Foundry Financial Group. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients, providing investment management, financial and tax planning, family office services, and retirement plan consulting. 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.

Yaxin Zhai is a financial advisor at Focus Partners Wealth, LLC with one year of industry experience. Prior to joining Focus Partners, Zhai worked at Brighton Jones and held roles at the Fred Hutchison Cancer Center and Beacon Communities LLC. Focus Partners serves individuals, high-net-worth families, family offices, and corporate and institutional clients with wealth management and advisory services. The firm uses a long-term, tax- and fee-sensitive investment approach that integrates active and passive strategies, third-party managers, and private funds.

Duke Duncan is a Series 65 licensed financial advisor at Focus Partners Wealth, LLC with eight years of industry experience. He previously worked at Standish Management from 2015 to 2017 before joining The Colony Group, LLC in 2017, where he spent nine 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’s investment approach combines active and passive strategies within a long-term, tax- and fee-sensitive framework, utilizing both fundamental and quantitative analysis.

Gail Sullivan 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 The Colony Group, LLC, Aurora Financial Advisors, LLC, and North American Management Corp. Focus Partners Wealth serves individuals, high-net-worth families, family offices, corporate, and institutional clients with a broad range of wealth management services. The firm employs an enhanced open architecture investment approach, combining active and passive strategies, third-party managers, and private funds, while incorporating tools such as trend-following and options overlay strategies.

Andrew Derenzi is a financial advisor at Focus Partners Wealth, LLC with 11 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at JPMorgan Securities, LLC and JPMorgan Chase Bank, N.A. for nine years, as well as Oppenheimer for three years. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services, emphasizing long-term, tax- and fee-sensitive portfolio construction using a blend of active and passive strategies and a range of specialized investment tools.

Kathleen Marsden is a CFP® professional with 12 years of industry experience. She currently works at The Colony Group, LLC and previously spent 10 years at Buckingham Strategic Wealth, LLC. She is based in St. Louis, MO. 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 combines active and passive strategies within an enhanced open architecture framework.

Kyle Irion is a CFP®-certified financial advisor with 10 years of industry experience. He is currently with Focus Partners Wealth, LLC and has held prior roles at firms including The Colony Group, LLC, Versant Capital Management, and Brighton Jones. Focus Partners Wealth serves individuals, high-net-worth families, family offices, corporate, and institutional clients with wealth management, financial and tax planning, and retirement plan consulting. The firm employs an enhanced open architecture investment approach that combines active and passive strategies, third-party managers, and private funds, emphasizing long-term, tax- and fee-sensitive portfolio construction.

Thomas Goringe is a financial advisor at Focus Partners Wealth, LLC with a Series 65 credential. He has worked in the industry since 2021, including roles at Fisher Investments and Liberty Mutual. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services. The firm emphasizes 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.

Brian Marshall is a financial advisor at Focus Partners Wealth, LLC with 23 years of industry experience. He holds Series 63 and Series 66 licenses. His prior roles include positions at The Colony Group, LLC, GYL Financial Synergies, LLC, Resnick Investment Advisors, LLC, and Merrill. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services, employing an investment approach that blends active and passive strategies through a framework of enhanced open architecture. The firm offers a broad range of services including financial and tax planning, family office support, and access to private and registered pooled investment vehicles.

Kenneth Tillman is a CFP® and Series 65 credentialed advisor with 12 years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at Kovitz Investment Group Partners, Transform Wealth (formerly Carnick & Kubik Group), Carnick & Kubik, and Valued Investment Partners. 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’s investment approach combines active and passive strategies within an enhanced open architecture framework, employing both fundamental and quantitative analyses alongside specialized tools and strategies.

Gavin Cook is a financial advisor at Focus Partners Wealth, LLC in St. Louis, MO, holding a Series 66 designation with five years of industry experience. His prior roles include positions at CETERA Advisor Networks LLC, Renaissance Financial Corp, and Minnesota Life Insurance Company. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients, offering services such as investment management, financial planning, and retirement plan consulting. The firm employs an enhanced open architecture investment approach that integrates active and passive strategies, third-party managers, and private funds.

Isabelle De Andrade Araujo is a CFA charterholder and holds a Series 65 license, currently serving as a financial advisor at Focus Partners Wealth, LLC. She has two years of industry experience with prior roles at Bordeaux Wealth Advisors, Checkbook Inc, and Stanford University. Outside of her advisory work, she volunteers with the CFA Society of San Francisco’s Member Programming Advisory Council, supporting members and community professionals. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial planning, and retirement consulting 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.

Daniel Murphy is a CFA® charterholder and holds a Series 65 license, with 30 years of experience in the financial industry. He has worked at Focus Partners Wealth, LLC since 2026 and has prior experience at Kovitz Investment Group Partners, LLC and Northern Capital Management LLC. Focus Partners Wealth, LLC serves a broad range of clients including individuals, high-net-worth families, family offices, and institutional clients, providing wealth management and advisory services. The firm employs a long-term investment approach combining active and passive strategies with fundamental and quantitative analysis, integrating tools such as trend-following and options overlays.

Adam Dunavant is a Series 65 credentialed advisor with four years of industry experience. He currently works at Focus Partners Wealth, LLC and previously worked at Buckingham Strategic Wealth, LLC. Outside of financial advising, he has experience in the food industry with Bare Bones Smokin' BBQ and has been involved with the YMCA of Greater Kansas City. Focus Partners Wealth, LLC serves a diverse client base including 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 within an enhanced open architecture framework.

Michael Heiser is a CFP® with 17 years of industry experience currently serving at Focus Partners Wealth, LLC. His prior roles include positions at Buckingham Strategic Wealth, GWFS Equities, and J.P. Morgan Institutional Investments. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients, offering a wide range of wealth management and advisory services. The firm’s investment approach combines active and passive strategies under an enhanced open architecture framework, incorporating fundamental and quantitative analysis alongside alternative tools such as trend-following and options overlay strategies.

Tanner Binion is a financial advisor at Focus Partners Wealth, LLC with two years of industry experience. He holds the Series 65 designation and previously worked at Fisher Investments. His background includes roles outside finance in hospitality and staffing services. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with comprehensive wealth management, advisory, and planning 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.

Austin Schettler is a CFP®-designated financial advisor with five years of industry experience, currently with Focus Partners Wealth, LLC in St. Louis, MO. He has previously worked at The Colony Group, Buckingham Strategic Wealth, Severin Investments, TD Ameritrade, Krilogy Financial, and spent four years at Mizzou. Focus Partners serves a diverse client base including individuals, high-net-worth families, family offices, and institutional clients, providing comprehensive 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 under an enhanced open architecture framework.

Gennadiy Todd is a CFP®-designated financial advisor with seven years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at The Colony Group, Verdence Capital Advisors, and Buttonwood Financial Advisors. Before entering financial services, he was involved with Towson University and operated Fashion Your Way for five years. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services. The firm employs an investment approach that combines active and passive strategies within an enhanced open architecture framework, utilizing fundamental and quantitative analysis, trend-following, and options overlay strategies.

Charles Dorn is a Series 65-licensed financial advisor at Focus Partners Wealth, LLC with three years of industry experience. He previously worked at Homan Wealth Advisors, Ameriprise Financial, and has held roles outside of finance, including positions in the golf and retail industries. Focus Partners serves a diverse client base including individuals, high-net-worth families, family offices, and institutional clients, offering a wide range of wealth management and advisory services. The firm’s investment approach combines active and passive strategies through an enhanced open architecture framework, utilizing both fundamental and quantitative analysis along with specialized tools such as trend-following and options overlay strategies.