Katlyn Nielson is a financial advisor with Focus Advisor Solutions, LLC, holding Series 63 and Series 65 licenses and having 13 years of industry experience. She has worked at Focus Advisor Solutions since 2018 and previously was with Loring Ward from 2011 to 2018. Focus Advisor Solutions provides turnkey asset management and back-office services primarily to independent registered investment advisors and their clients, offering model portfolios, operational support, and fixed-income sub-advisory services. The firm manages approximately $41 billion in regulatory assets with a focus on diversified, systematically invested mutual fund and ETF portfolios.

Lindsay Wales is a financial advisor at Focus Advisor Solutions, LLC with seven years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at The Colony Group, Buckingham Strategic Wealth, and Wells Fargo in various capacities. Focus Advisor Solutions provides turnkey asset management and back-office services primarily to independent registered investment advisors, offering model portfolios, fixed-income sub-advisory services, and retirement plan investment management. The firm serves a substantial client base with a relatively small number of advisors, combining enterprise scale with personalized service.