John Heslin is a financial advisor at Focus Partners Wealth, LLC with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at The Colony Group, Atlas Private Wealth Management, BULLARD McLEOD & ASSOCIATES, INC., and Tradition Capital Management. Focus Partners Wealth serves individual, high-net-worth, family office, corporate, retirement plan, and institutional clients, offering a wide range of investment management and wealth services. The firm employs a long-term, tax- and fee-sensitive investment approach using a combination of fundamental and quantitative analysis and integrates various investment strategies within a broad advisory platform.

Christine Suozzi is a CFP®-designated financial advisor with nine years of industry experience. She is currently with Focus Partners Wealth, LLC and has previously worked at The Colony Group, Atlas Private Wealth Management, Capital Financial Services, and The Ayco Company/Mercer Allied. 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 integrates active and passive strategies within an enhanced open architecture framework.

Rachel Soka is a financial advisor with Focus Partners Wealth, LLC and holds Series 65 and Series 63 licenses. She has 19 years of industry experience, including previous roles at Connectus Wealth, Atlas Private Wealth Management, Royal Alliance Associates, and Vahanian & Associates Financial. Focus Partners Wealth serves a broad 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 through enhanced open architecture, combining fundamental and quantitative analysis along with diversified portfolio strategies and affiliated service companies.

Thomas McGrath is a CFP®-certified financial advisor with 19 years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at Ballston Spa National Bank, LPL Financial, and SEFCU. He serves as a board member and director of the Estate Planning Association of Eastern NY, where he is involved in oversight and programming. 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 firm-affiliated private and registered funds.

Mark Pelersi is a financial advisor with Focus Partners Wealth, LLC in Albany, NY, holding Series 63 and Series 65 licenses and possessing four years of industry experience. His prior roles include positions at The Colony Group, LLC, Rockefeller Capital Management, Shade Tree Advisors LLC, and Ayco, a Goldman Sachs Company. Focus Partners Wealth serves a diverse client base including individuals, families, corporations, retirement plans, and institutions. The firm uses a long-term, tax- and fee-sensitive investment approach combining fundamental and quantitative analysis with a range of investment options and integrates services across managed and held-away assets.

Connor Wiggins is a Series 66-licensed financial advisor with three years of industry experience. He is currently with Focus Partners Wealth, LLC and previously worked at Rockefeller Financial LLC, Ameriprise Financial Services LLC, and Nylife Securities LLC. His background also includes four years at Siena College and 14 years at Queensbury School. Focus Partners Wealth, LLC provides wealth advisory and investment management services to a wide range of clients, including individuals, high-net-worth families, retirement plans, and institutions. The firm employs a long-term, tax- and fee-sensitive investment approach that integrates active and passive strategies within an enhanced open architecture framework.

Edward Mccarthy is a financial advisor at Focus Partners Wealth, LLC with 12 years of industry experience. He holds Series 63 and Series 65 licenses. His prior roles include positions at The Colony Group, LLC, Atlas Private Wealth Management, LLC, The Ayco Company affiliated with Goldman Sachs, and Goldman Sachs itself. 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 integrates active and passive strategies within an enhanced open architecture framework.

Gregory Britton is a financial advisor at Focus Partners Wealth, LLC with 11 years of industry experience. He holds the ChFC® designation and Series 66 license. Prior to joining Focus Partners, he worked at The Colony Group, LLC, Connectus Wealth, and Atlas Private Wealth Management, LLC. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, 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, and other investment vehicles.

Barnaby Bullard is a CFP® professional with six years of industry experience, currently serving at Focus Partners Wealth, LLC. Prior to joining Focus Partners Wealth, he worked at Atlas Private Wealth Management, LLC and BULLARD, McLEOD & ASSOCIATES, INC. He is also the managing member of G-Squared Venture Management LLC, an entity formed to manage personally owned investment properties. 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 integrates active and passive strategies across a variety of investment vehicles.

Robert Palmer is a Certified Financial Planner (CFP®) with 26 years of industry experience. He is currently with Focus Partners Wealth, LLC and previously worked at Atlas Private Wealth Management, LLC and The Colony Group, LLC. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, family offices, corporations, retirement plans, and institutions. The firm offers a range of wealth management and advisory services focused on a long-term, tax- and fee-sensitive investment approach that incorporates both fundamental and quantitative analysis.