Lori Deane is a Series 65-licensed financial advisor at Focus Partners Wealth, LLC with eight years of industry experience. She previously worked at The Colony Group, LLC for sixteen years before joining Focus Partners. Focus Partners Wealth serves individuals, high-net-worth families, family offices, corporate and institutional clients with a range of wealth management and advisory services. The firm uses 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.

Jonathan Abner is a Series 65-licensed financial advisor at Focus Partners Wealth, LLC with 18 years of industry experience. He has worked at Buckingham Asset Management since 2007 and joined The Colony Group, LLC in 2024. Outside of his advisory role, Mr. Abner is president and partner of a family-owned snack foods business, Abner Snack Foods, Inc. 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 using a blend of active and passive strategies within an enhanced open architecture framework.

Michael Borzi is a financial advisor at Focus Partners Wealth, LLC with one year of industry experience. He holds a Series 65 designation and has held positions at The Colony Group, Open Text Corp, Bryant University, KPMG, and RSM US LLP. 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 employs a long-term, tax- and fee-sensitive investment approach that blends active and passive strategies within an enhanced open architecture framework.

Samarjit Shankar is a financial advisor at Focus Partners Wealth, LLC with three years of industry experience. He holds a Series 66 designation and previously worked at The Colony Group, LLC and Bank of New York Mellon. Shankar serves voluntarily on the boards of the Appalachian Mountain Club and Randolph Church, providing strategic guidance on investment trends for their endowments. Focus Partners serves individuals, high-net-worth families, family offices, 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, emphasizing long-term, tax- and fee-sensitive portfolio construction.

Jason Smith is a CFP® with 21 years of industry experience, currently serving at Focus Partners Wealth, LLC since 2024. His previous roles include positions at Buckingham Strategic Wealth, LLC, Hausman Advisors, LLC, and Kms Financial Services, Inc. Focus Partners Wealth 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, third-party managers, and private funds within an enhanced open architecture framework.

Bethany Ketron is a CFP® with 16 years of industry experience, currently serving at Focus Partners Wealth, LLC. She previously worked at The Colony Group, LLC, Buckingham Strategic Wealth, LLC, and JWA Financial Group, Inc. Focus Partners Wealth 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 using a blend of active and passive strategies within an enhanced open architecture framework.

Katherine Siriwan is a CFP® professional with 10 years of industry experience. She is currently with Focus Partners Wealth, LLC and has previously worked at The Colony Group, LLC, HoyleCohen, LLC, and Libbie Agran Financial Services & Seminars. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with comprehensive wealth management and advisory services. The firm emphasizes long-term, tax- and fee-sensitive portfolio construction using a blend of active and passive strategies within an enhanced open architecture framework.

Sierra Butler is a CFP® and Series 66-registered financial advisor with eight years of industry experience. She currently works at Focus Partners Wealth, LLC and has previously held roles at Merriman Wealth Management and Dimensional Fund Advisors. Focus Partners serves a diverse clientele including individuals, high-net-worth families, family offices, and institutional clients, offering comprehensive 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.

Eric Jessen is a financial advisor at Focus Partners Wealth, LLC based in St. Louis, MO. He has five years of industry experience, including his current role at Stifel Trust Company, N.A. since 2021 and prior work at PNC Financial Corp. from 2018 to 2020. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial and tax planning, family office and business management, and retirement plan consulting. 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.

Tyson Beem is a financial advisor at Focus Partners Wealth, LLC with six years of industry experience. He has previously worked at Media Wealth and has been involved with Gelfand, Rennert, & Feldman since 1998, where he serves as CEO in a business management capacity. 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 uses a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies with access to private and registered pooled vehicles.

Danielle Strumbeta is a CFP® and Series 65-registered financial advisor at Focus Partners Wealth, LLC with 10 years of industry experience. Her prior roles include positions at Merriman Wealth Management, LLC and Kutscher, Rhodes & Benner, Inc. Focus Partners Wealth serves a diverse client base, including high-net-worth families, family offices, corporations, and institutional clients, offering comprehensive wealth management and advisory services. The firm employs a long-term investment approach utilizing a mix of active and passive strategies within an enhanced open architecture framework.

John Sutterfield is a financial advisor at Focus Partners Wealth, LLC with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Fisher Investments, Fidelity Brokerage Services LLC, and U.S. Bancorp Investments, Inc. Focus Partners Wealth serves individuals, high-net-worth families, family offices, corporate and institutional clients, offering 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.

Austin Vuichard is a financial advisor at Focus Partners Wealth, LLC with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including The Colony Group, Buckingham Strategic Wealth, DiSys, and Wells Fargo Clearing Services. Focus Partners Wealth serves individuals, high-net-worth families, family offices, corporate and institutional clients, providing comprehensive 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.

Nicholas Radtke is a financial advisor at Focus Partners Wealth, LLC with 18 years of industry experience. He holds a Series 66 designation and has worked at Churchill Management for 16 years and Charles Schwab for 2 years prior to joining Focus Partners Wealth. Focus Partners serves individuals, high-net-worth families, family offices, corporate, and institutional clients with wealth management, advisory, and financial 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.

Dorothy Bourlier is a CFP® professional with 10 years of experience in wealth management. She currently works at Focus Partners Wealth, LLC and has previously been with The Colony Group, LLC, Buckingham Strategic Wealth, LLC, and Baldwin & Associates. 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 an investment approach that combines active and passive strategies within an enhanced open architecture framework, focusing on long-term, tax- and fee-sensitive portfolio construction.

Mary Susan Van Bergen is a financial advisor with Focus Partners Wealth, LLC in Boca Raton, FL. She holds Series 63 and Series 65 licenses and has 21 years of industry experience. Her prior roles include positions at The Colony Group, LLC, Steinberg Global Asset Management Ltd, and Levitt Capital Management LLC. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial planning, and retirement consulting. The firm follows a long-term, tax- and fee-sensitive investment approach that blends active and passive strategies within an enhanced open architecture framework.

Cameron Starr is a financial advisor with Focus Partners Wealth, LLC, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at Gratus Capital, LLC, SunTrust Advisory Services, and J.P. Morgan Securities. He serves as trustee of the Starr Irrevocable Trust, overseeing investment management and distributions for the trust. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients, providing 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 with third-party managers and private funds.

Bryan Bach is a financial advisor at Focus Partners Wealth, LLC with 11 years of industry experience. He holds a Series 65 designation and previously worked at Zacks Investment Management Inc. and Churchill Management Group. Bach is based in Matthews, NC. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial and tax planning, retirement plan consulting, and access to private and registered pooled 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.

Allison Kollar is a CFP® with 17 years of industry experience. She is currently with Focus Partners Wealth, LLC and previously worked at Bordeaux Wealth Advisors and Brownson, Rehmus & Foxworth, Inc. Focus Partners 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 investment approach using a blend of active and passive strategies, quantitative and fundamental analysis, and integrates legacy strategies across its portfolio management.

Ethan Louis is a financial advisor at Focus Partners Wealth, LLC with a Series 65 credential and two years of industry experience. His prior work includes roles at Buckingham Strategic Partners, Saint Louis University, and VIP Valet. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial planning, and 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.