Patrick Czerwinski is a financial advisor at Focus Partners Wealth, LLC with two years of industry experience. He holds Series 63 and Series 65 licenses. His prior experience includes roles at Merriman Wealth, Key Investment Services, and KeyBank. 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, private funds, mutual funds, and ETFs.

Mary Teresa Roberto is a financial advisor with Focus Partners Wealth, LLC in Chicago, IL, holding a Series 66 designation and five years of industry experience. Her prior roles include positions at Kovitz Investment Group Partners, Telemus Capital, Sanctuary Advisors, Bank of America, and Merrill. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, retirement plans, institutions, and businesses, offering a range of discretionary and non-discretionary portfolio management, financial counseling, and fiduciary services. 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 firm-affiliated funds and legacy programs.

William Smith is a CFP® with 11 years of industry experience and is currently with Focus Partners Wealth, LLC. He previously worked at Madison Wealth Advisors, LLC and Buckingham Strategic Wealth, LLC. Outside of financial advising, he operates a farming enterprise in Marceline Township, Missouri, where he raises cattle and grows row crops. 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 specialized investment offerings.

Allen Jacob is a financial advisor at Focus Partners Wealth, LLC with one year of industry experience. Prior to joining Focus Partners Wealth, he served 21 years in the U.S. Navy. He holds a Series 65 designation. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, family offices, corporate, retirement plan, and institutional clients. The firm offers a range of wealth management services and employs a long-term, tax- and fee-sensitive investment approach using a combination of fundamental and quantitative analysis and a broad network of affiliated service companies.

Ari Fischman is a Certified Financial Planner® with 23 years of industry experience currently affiliated with Focus Partners Wealth, LLC. His prior roles include positions at Kovitz Investment Group Partners, LLC, Lion Street Financial, and New York Life Insurance Company. He serves on the board of Hillel Day School and volunteers on the Pension and Insurance Committee for the Jewish Federation of Metro Detroit. Focus Partners Wealth serves a diverse client base, including individuals, families, corporations, retirement plans, and institutions, offering investment management, financial counseling, and a range of wealth services. The firm employs a long-term, tax- and fee-sensitive investment strategy with an extensive network of affiliated service providers and product offerings.

Brett Esterson is a CFA® charterholder with seven years of industry experience, currently serving as a financial advisor at Focus Partners Wealth, LLC. His prior experience includes roles at Aetna Capital Management, Cigna Investments, Inc., and Aetna CVS. Outside of his advisory work, he is president of Temple Sinai of Newington and heads logistics for the West Hartford Travel Basketball youth sports league. 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.

Nicholas Tarr is a CFP® certificant with one year of industry experience, currently advising at Focus Partners Wealth, LLC. His prior roles include positions at Savant Wealth Management and Edward Jones Investments. Focus Partners Wealth serves a diverse client base including individuals, families, corporations, and institutions, offering comprehensive wealth management, financial counseling, and retirement plan services. The firm employs a long-term, tax- and fee-sensitive investment approach using enhanced open architecture and integrates a range of investment strategies across managed and held-away assets.

Khaleid Castelle is a CFA® charterholder currently with Focus Partners Wealth, LLC. He has five years of prior experience at Norfolk Southern Company and nine years at Fiduciary Trust International. Castelle joined Focus Partners Wealth in 2025. 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 integrates active and passive strategies, private funds, and separate account managers.

William Van Keulen is a CFP®, PFS™, and Series 65 credentialed advisor with 23 years of industry experience. He is currently with Focus Partners Wealth, LLC and has held prior roles at Kovitz Investment Group Partners, LLC and Transform Wealth, LLC (formerly Carnick & Kubik Group, LLC). Focus Partners Wealth, LLC serves a diverse client base including individuals, families, corporations, retirement plans, and institutions, offering investment management, financial counseling, family office services, and fiduciary support. 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, supported by a broad network of affiliated service companies and products.

Dylan Greer is a CFP® certificant with five years of industry experience, currently serving as a financial advisor at Focus Partners Wealth, LLC. His prior experience includes roles at Buckingham Strategic Wealth, Manning & Napier, Creative Planning, TrueWealth, Northwestern Mutual, and the University of Georgia. Outside of his advisory work, he serves as a board member for the Wimbledon Place Condominium Association. Focus Partners Wealth serves a diverse client base including individuals, families, corporate, retirement plan, and institutional clients. The firm employs a long-term, tax- and fee-sensitive investment approach with a broad offering that includes investment management, financial counseling, family office services, and fiduciary solutions, supported by an extensive network of affiliated service companies and product relationships.

Robert Graham IV is an advisor at Focus Partners Wealth, LLC in Atlanta, GA, holding Series 63 and Series 65 licenses. He has one year of industry experience and previously worked for 16 years at Teachers College, Columbia University. Focus Partners Wealth serves a diverse client base including individual, high-net-worth, family office, corporate, retirement plan, and institutional clients. The firm provides comprehensive wealth services and employs a tax- and fee-sensitive investment approach that combines fundamental and quantitative analysis, along with access to a wide range of investment strategies and affiliated service companies.

Phillip Woodford is a financial advisor at NorthCoast Asset Management LLC with nine years of industry experience. He holds a Series 65 designation and has worked previously at Strategic Capital Advisors, Transform Wealth, Kovitz Investment Group Partners, and Focus Partners Wealth. 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 offers a broad range of portfolio management strategies across multiple asset classes.

Michael O'Leary is a financial advisor at Focus Partners Wealth, LLC with a Series 65 designation. He has prior experience at The Colony Group, Lowell Blake & Associates, and State Street Bank. 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 uses a long-term investment approach that emphasizes tax- and fee-sensitivity within an enhanced open architecture framework combining active and passive strategies.

Richard Steinberg is a CFA® charterholder with 31 years of industry experience. He is currently with Focus Partners Wealth, LLC and previously worked at The Colony Group, LLC and founded Steinberg Global Asset Management. Focus Partners Wealth serves individual, high-net-worth, family office, corporate, retirement plan, and institutional clients, offering a range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines fundamental and quantitative analysis with outsourced portfolio management and integrates a variety of asset classes and strategies.

David Bosch is a financial advisor at Focus Partners Wealth, LLC with eight years of industry experience. He holds the Series 66 designation and has worked previously at Buckingham Strategic Wealth, LLC, Stifel Nicolaus & Co Inc, and several other financial firms. Outside of his advisory roles, Bosch worked with the YMCA and the University of Missouri earlier in his career. 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 using a combination of active and passive strategies within an enhanced open architecture framework.

Mary Ericksen is a CFP® and holds a Series 65 license with 11 years of industry experience. She is currently with Focus Partners Wealth, LLC, having joined in 2024, and previously worked at Buckingham Strategic Wealth, LLC and Griffon Financial Planning, Inc. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, family offices, retirement plans, institutions, and businesses. The firm emphasizes a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that combines active and passive strategies across various investment vehicles.

Emilie Schaffer is a financial advisor at Focus Partners Wealth, LLC with 21 years of industry experience. She holds the Series 66 designation and has worked at The Colony Group, LLC and Buckingham Strategic Wealth, LLC. Focus Partners Wealth, LLC offers wealth advisory and investment management services to individuals, high-net-worth families, family offices, retirement plans, institutions, and businesses. The firm emphasizes a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that combines active and passive strategies along with various specialized offerings.

William Blase is a financial advisor with Focus Partners Wealth, LLC, holding the ChFC® designation and Series 66 license, and has 10 years of industry experience. His prior roles include positions at The Colony Group, LLC, Citigroup Global Markets Inc., Bank of America, Merrill, and Raymond James & Associates. 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 with an enhanced open architecture, integrating multiple asset classes and utilizing both discretionary and nondiscretionary advice across managed and held-away accounts.

Brendan Toth is a financial advisor at Focus Partners Wealth, LLC with two years of industry experience. He holds a Series 65 designation and has previously worked at The Colony Group, LLC and Buckingham Strategic Wealth, LLC. His background also includes roles at the University of Missouri - Columbia and the St. Louis Cardinals. 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 within an enhanced open architecture framework that incorporates active and passive strategies, separate account managers, private funds, mutual funds, and ETFs.

Bruce Weininger is a CFP® with 35 years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at Kovitz Investment Group Partners, LLC, Kovitz Securities, and Foreside Financial 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 investment approach that emphasizes tax- and fee-sensitivity within an enhanced open architecture framework combining various active and passive strategies.