Samarjit Shankar is a Series 66-licensed financial advisor with three years of industry experience, currently with Focus Partners Wealth, LLC. His prior roles include two years at The Colony Group, LLC, and fifteen years at Bank of New York Mellon. He holds voluntary board positions with the Appalachian Mountain Club and Randolph Church in New Hampshire, providing strategic guidance on their investment committees without compensation. Focus Partners Wealth serves a diverse client base including individuals, families, corporations, and institutions, offering investment management and a range of wealth services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines fundamental and quantitative analysis, third-party management, and alternative strategies, supported by an extensive network of affiliated service companies and product relationships.

Jason Smith is a CFP® and holds a Series 66 license with 20 years of industry experience. He has worked at Focus Partners Wealth, LLC since 2024, following tenures at Buckingham Strategic Wealth, LLC and Hausman Advisors, LLC. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, high-net-worth families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach using an enhanced open architecture framework that combines active and passive strategies, and it offers a broad range of financial and consulting services.

Bethany Ketron is a CFP® and holds a Series 65 license with 15 years of industry experience. She is currently with Focus Partners Wealth, LLC and has previously worked at The Colony Group, LLC and Buckingham Strategic Wealth, LLC. Focus Partners Wealth, LLC provides wealth advisory and investment management services to a diverse client base including individuals, high-net-worth families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that integrates active and passive strategies, separate account managers, private funds, mutual funds, and ETFs.

Katherine Siriwan is a CFP® professional with 10 years of industry experience. She has worked at The Colony Group, LLC since 2024 and at HoyleCohen, LLC since 2017. Prior to that, she was with Libbie Agran Financial Services & Seminars from 1999 to 2017. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, family offices, corporations, retirement plans, and institutions. The firm employs a long-term, tax- and fee-sensitive investment approach that integrates fundamental and quantitative analysis with a broad range of investment strategies and affiliated services.

Sierra Butler is a CFP® professional with eight years of industry experience, currently with Focus Partners Wealth, LLC since 2025. She previously worked at Merriman Wealth Management, LLC and Dimensional Fund Advisors. Focus Partners Wealth serves a wide range of clients including individuals, high-net-worth families, corporations, and institutional investors. The firm employs a long-term, tax- and fee-sensitive investment approach utilizing fundamental and quantitative analysis, and offers a variety of services such as investment management, financial counseling, and retirement plan fiduciary services.

Eric Jessen is a financial advisor with Focus Partners Wealth, LLC based in St. Louis, MO. He has five years of industry experience, including roles at Stifel Trust Company, N.A. and PNC Financial Corp. Focus Partners Wealth serves a diverse range of clients, including individuals, high-net-worth families, corporate, retirement plan, and institutional investors. The firm employs a long-term, tax- and fee-sensitive investment approach using enhanced open architecture, combining fundamental and quantitative analysis with third-party managers, and offers integrated wealth services across a broad advisory platform.

Tyson Beem is a financial advisor with Focus Partners Wealth, LLC, holding five years of industry experience. He concurrently serves as CEO and business manager at Gelfand, Rennert, & Feldman, a role he has held since 1998. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, retirement plans, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework, combining active and passive strategies alongside various private and registered funds.

Danielle Strumbeta is a CFP® and holds a Series 65 license with nine years of industry experience. She is currently with Focus Partners Wealth, LLC, having joined in 2025. Her prior experience includes five years at Merriman Wealth Management, LLC, and five years at Kutscher, Rhodes & Benner, Inc. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, high-net-worth families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term investment approach that emphasizes tax- and fee-sensitivity within an enhanced open architecture framework, combining active and passive strategies across various investment vehicles.

John Sutterfield is a financial advisor at Focus Partners Wealth, LLC with 12 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Fisher Investments and FIDELITY Brokerage Services LLC. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, retirement plans, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that combines active and passive strategies, separate account managers, private funds, mutual funds, and ETFs.

Austin Vuichard is a financial advisor with Focus Partners Wealth, LLC in St. Louis, MO, holding Series 63 and Series 65 credentials and six years of industry experience. His prior roles include positions at The Colony Group, LLC, Buckingham Strategic Wealth, LLC, DiSys, Wells Fargo Clearing Services, and Wells Fargo Bank. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, retirement plans, institutions, and businesses. The firm employs a long-term investment approach emphasizing tax- and fee-sensitivity within an enhanced open architecture framework that combines active and passive strategies, private funds, and mutual funds.

Nicholas Radtke is a financial advisor at Focus Partners Wealth, LLC with 18 years of industry experience. He holds the Series 66 designation and has worked at Churchill Management since 2010. He joined Focus Partners Wealth in 2025. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, high-net-worth families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach that integrates active and passive strategies within an enhanced open architecture framework.

Dorothy Bourlier is a CFP® with nine years of industry experience, currently serving at Focus Partners Wealth, LLC. She has worked at The Colony Group, LLC, Buckingham Strategic Wealth, LLC, and Baldwin & Associates. Focus Partners Wealth, LLC provides wealth advisory and investment management services to a diverse client base, including individuals, families, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that combines active and passive strategies.

Mary Susan Van Bergen is a financial advisor at Focus Partners Wealth, LLC with 21 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at The Colony Group, LLC and Steinberg Global Asset Management Ltd. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Cameron Starr is a financial advisor at Focus Partners Wealth, LLC with 12 years of industry experience. He holds a Series 66 designation and has previously worked at Gratus Capital, LLC and SunTrust Advisory Services. Cameron serves as trustee of the Starr Irrevocable Trust, overseeing its investment management and distributions. Focus Partners Wealth provides investment management and wealth services to individual, high-net-worth, family office, corporate, retirement plan, and institutional clients. The firm employs a long-term, tax- and fee-sensitive investment approach with a diverse range of strategies and integrates a broad network of affiliated service companies and product offerings.

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. Focus Partners Wealth serves a diverse range of clients including individuals, high-net-worth families, corporate and institutional clients. The firm uses a long-term, tax- and fee-sensitive investment approach with a combination of fundamental and quantitative analysis, and it offers a broad array of services including investment management, financial counseling, and retirement plan fiduciary services.

Allison Kollar is a CFP® and holds a Series 65 license with 16 years of industry experience. She is currently with Focus Partners Wealth, LLC and has previously worked at Bordeaux Wealth Advisors and Brownson, Rehmus & Foxworth, Inc. Focus Partners Wealth, LLC provides wealth advisory and investment management services to a diverse client base including individuals, families, institutions, and businesses. The firm emphasizes a long-term, tax- and fee-sensitive investment approach using an enhanced open architecture that integrates active and passive strategies along with various private and registered funds.

Ethan Louis is a financial advisor at Focus Partners Wealth, LLC based in Chicago, IL, holding a Series 65 designation with one year of industry experience. Prior to joining Focus Partners Wealth, he worked at Buckingham Strategic Partners, LLC and has a background that includes roles at Saint Louis University and VIP Valet. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, retirement plans, institutions, and businesses, employing a long-term investment approach that integrates both active and passive strategies within an enhanced open architecture framework.

Nathan Kubik is a financial advisor at Focus Partners Wealth, LLC with 14 years of industry experience. He holds the Series 63 and Series 66 designations. His prior experience includes roles at Kovitz Investment Group Partners, LLC and Transform Wealth, LLC (formerly Carnick & Kubik Group, LLC). Focus Partners Wealth serves individual, high-net-worth, family office, corporate, retirement plan, and institutional clients, offering investment management, financial counseling, family office services, and more. The firm employs a long-term, tax- and fee-sensitive investment approach using a combination of fundamental and quantitative analysis, third-party managers, and alternative strategies.

Tyler Hunter is a CFP® and holds a Series 65 license, currently serving with Focus Partners Wealth, LLC. He has nine years of industry experience and previously worked at Buckingham Strategic Wealth, LLC. Focus Partners Wealth serves a diverse client base including individuals, family offices, corporations, and institutional investors, offering comprehensive wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach utilizing fundamental and quantitative analysis, third-party managers, and various alternative strategies, supported by an extensive network of affiliated service companies.

Arthur Zaske is a financial advisor at Focus Partners Wealth, LLC with 16 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at The Colony Group, LLC, InterOcean Capital Group, LLC, and operated Arthur Zaske & Associates, LLC. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth clients, family offices, corporations, retirement plans, and institutions. The firm employs a long-term, tax- and fee-sensitive investment approach using enhanced open architecture, combining fundamental and quantitative analysis with third-party managers, and offers a broad range of wealth management and advisory services.