Bradley Wasserman is a financial advisor at Focus Partners Wealth, LLC with 15 years of industry experience. He holds the PFS™ designation and Series 65 license. His prior work includes roles at The Colony Group, LLC, Buckingham Strategic Wealth, LLC, Wasserman & Rybak, PLLC, and Wasserman Wealth Management, LLC. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term investment approach that combines active and passive strategies within an enhanced open architecture framework and offers a broad range of financial and fiduciary services.

Zi Wang is a CFA® charterholder based in New York City with three years of industry experience. He has worked at The Colony Group, LLC since 2021 and previously spent seven years at New Providence Asset Management, LP. 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 alongside various specialized offerings.

Nathaniel Baynes is a financial advisor at Focus Partners Wealth, LLC with six years of industry experience. He holds a Series 66 designation and previously worked at Merrill and Baynes Electric Supply Co. Baynes also serves as an infantry member of the U.S. Army National Guard. Focus Partners Wealth 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.

Andrew Waite is a Certified Financial Planner (CFP®) with 25 years of industry experience. He currently works at Focus Partners Wealth, LLC and has held positions at The Colony Group, Buckingham Strategic Wealth, Executive Wealth Management, and LPL Financial. 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 asset classes.

Donald Harris is a CFA® charterholder and holds a Series 65 license with 25 years of industry experience. He currently works at Focus Partners Wealth, LLC and previously spent 18 years at Sterling Capital Management LLC before joining The Colony Group, LLC. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, institutions, and businesses, offering a range of portfolio management, financial counseling, and fiduciary services. The firm’s investment approach combines active and passive strategies within an enhanced open architecture framework, emphasizing tax- and fee-sensitivity.

Benjamin Jones is a CFP® with eight years of industry experience, currently affiliated with Focus Partners Wealth, LLC. He has held roles at The Colony Group, LLC, Buckingham Strategic Wealth, LLC, and Raymond James Financial Services, among others. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, family offices, corporate, retirement plan, and institutional clients. The firm employs a long-term, tax- and fee-sensitive investment approach using enhanced open architecture, combining fundamental and quantitative analysis with a broad array of investment strategies and affiliated service offerings.

Tonnette Patterson is a financial advisor at Focus Partners Wealth, LLC with four years of industry experience. She holds Series 63 and Series 65 credentials and previously worked at Churchill Management Group and National Planning Corporation. 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 and offers specialized investment options.

Preston Wong is a financial advisor at Focus Partners Wealth, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at The Colony Group, Windrose Advisors, and Putnam Investments. Wong attended Northeastern University from 2020 to 2024. 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 within an enhanced open architecture framework that combines active and passive strategies, and offers a variety of specialized investment programs and financial services.

David Tracy is a CFP® with 18 years of industry experience, currently serving at Focus Partners Wealth, LLC. His prior roles include positions at The Colony Group, M. S. HOWELLS & cO., Triad Advisors, Legacy Wealth Partners, and Commonwealth Financial Network. 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.

Xiaoyuan Shang is a financial advisor at Focus Partners Wealth, LLC, holding a Series 65 designation with one year of industry experience. Prior to joining Focus Partners Wealth, Shang held roles at Iron Pillar Fund, Barclays Private Bank, and has experience in academia at Columbia Business School and the London School of Economics and Political Science. Focus Partners Wealth serves a diverse client base including individual, high-net-worth, family office, corporate, retirement plan, and institutional clients. The firm employs a long-term, tax- and fee-sensitive investment approach using enhanced open architecture, combining fundamental and quantitative analysis, and manages a broad range of investment products and advisory services.

Charles Mattiucci is a financial advisor at NorthCoast Asset Management LLC with 15 years of industry experience. He holds a Series 66 designation and has worked at several firms including Focus Partners Wealth, Kovitz Investment Group Partners, Fort Pitt Capital Group, Fragasso Financial Advisors, and LPL Financial. NorthCoast Asset Management provides investment advisory services to a diverse client base including individuals, retirement plans, corporations, and charitable organizations. The firm employs a quantitative and systematic investment approach with proprietary models and risk management techniques, offering a wide range of portfolio management strategies.

Heather Canty is a financial advisor at Focus Partners Wealth, LLC with six years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Claro Advisors, Twin Focus Capital Partners, and Wells Fargo. 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.

Michael Ball is a CFP® professional with 25 years of industry experience, currently serving at NorthCoast Asset Management LLC. His prior work includes long tenures at Weatherstone Capital Management and Transform Wealth, as well as roles at Kovitz Investment Group Partners and Focus Partners Wealth. Outside of advisory work, he is involved in managing a residential real estate business on a limited basis. NorthCoast Asset Management provides investment advisory services to a diverse client base, including individuals, retirement plans, corporations, and charitable organizations. The firm employs a quantitative and systematic investment approach utilizing proprietary models and offers a broad range of portfolio management strategies.

Ryan Bartholomew is a financial advisor at Focus Partners Wealth, LLC with 14 years of industry experience. He holds a Series 66 designation and has worked previously at The Colony Group, LLC and Gw & Wade, LLC. Outside of his advisory role, he serves as an agent under power of attorney for the Roux family, handling certain private investments, charitable grants, and personal transactions without compensation. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, family offices, retirement plans, institutions, and businesses. 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.

Samuel Maxwell III is a financial advisor at Focus Partners Wealth, LLC with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Bordeaux Wealth Advisors, Executive Wealth Group, LLC, and Morgan Stanley Smith Barney. 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 emphasizing tax- and fee-sensitivity within an enhanced open architecture framework that combines active and passive strategies along with various specialized offerings.

Tyler Singler is a financial advisor at Focus Partners Wealth, LLC with a Series 65 designation. He has experience working at Merrill Lynch and VOLTUS, among other firms, and has been with Focus Partners Wealth since 2022. 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 alongside various distinct investment offerings.

Nicholas Quarnstrom is a financial advisor at Focus Partners Wealth, LLC in Saint Louis, MO, holding a Series 65 credential. He joined the firm in 2025 and has prior experience at the University of Missouri - Columbia and DeSmet Jesuit High School. Focus Partners Wealth serves a broad range of clients, 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 using enhanced open architecture that integrates fundamental and quantitative analysis with third-party managers and offers a diverse range of investment strategies and affiliated services.

Austin Garber is a CFP® professional with 11 years of industry experience. He is currently with Focus Partners Wealth, LLC and has prior experience at The Colony Group, LLC and Buckingham Strategic Wealth, LLC. He holds Series 63 and Series 65 licenses. Focus Partners Wealth serves a diverse range of clients including individuals, family offices, corporations, and institutional investors. The firm employs a long-term, tax- and fee-sensitive investment approach using enhanced open architecture and offers a variety of wealth management, fiduciary, and sub-advisory services.

Kent Meyer is a financial advisor with Focus Partners Wealth, LLC and holds a Series 65 designation. He has three years of industry experience and has previously worked at The Colony Group, LLC, Buckingham Strategic Wealth, and Stifel Nicolaus. 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 and integrates a wide range of investment strategies and affiliated services.

Benjamin Covington is a financial advisor at Focus Partners Wealth, LLC with a Series 65 credential and one year of industry experience. Prior to joining Focus Partners Wealth, he worked at CIBC for two years and has academic experience spanning University of Dayton and Chaminade. Focus Partners Wealth serves a diverse range of clients including individual, high-net-worth, family office, corporate, retirement plan, and institutional clients. The firm offers various wealth management services and employs a long-term, tax- and fee-sensitive investment approach that integrates fundamental and quantitative analysis along with third-party managers.