John Heslin is a financial advisor at Focus Partners Wealth, LLC with 4 years of industry experience. He holds Series 63 and Series 65 licenses. Heslin’s prior experience includes roles at The Colony Group, LLC, Atlas Private Wealth Management, LLC, and BULLARD McLEOD & ASSOCIATES, INC. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with a wide range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach using a blend of active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Christine Suozzi is a CFP® professional based in Albany, NY, with nine years of industry experience. She currently works at Focus Partners Wealth, LLC and has previously held roles at The Colony Group, LLC, Atlas Private Wealth Management, LLC, Capital Financial Services, LLC, and The Ayco Company, L.P./Mercer Allied. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients by providing wealth management, financial planning, retirement plan consulting, and access to private and registered pooled investment vehicles. The firm employs a long-term investment approach combining active and passive strategies within an enhanced open architecture framework.

Rachel Soka is a financial advisor at Focus Partners Wealth, LLC with 19 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at several firms including Connectus Wealth, Atlas Private Wealth Management, Royal Alliance Associates, INC., and Vahanian & Associates Financial. Focus Partners serves individuals, high-net-worth families, family offices, corporate, and institutional clients with a range of wealth management and advisory services. The firm’s investment approach combines long-term, tax- and fee-sensitive portfolio construction under an enhanced open architecture framework that blends active and passive strategies, third-party managers, and private funds.

Thomas Mcgrath is a CFP® with 20 years of experience in the financial advisory industry. He is currently with Focus Partners Wealth, LLC and previously worked at Ballston Spa National Bank, LPL Financial, and SEFCU. Mcgrath serves as a board member and director for the Estate Planning Association of Eastern NY, where he provides oversight and leadership for the professional association. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial and tax planning, and retirement plan consulting. The firm employs a long-term investment approach that combines active and passive strategies, third-party managers, and private funds within an “enhanced open architecture” framework.

Mark Pelersi is a financial advisor at Focus Partners Wealth, LLC with four years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including The Colony Group, LLC and Rockefeller Capital Management. Focus Partners serves a diverse clientele including individuals, high-net-worth families, family offices, and institutional clients, offering a range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach using an enhanced open architecture framework that combines active and passive strategies with access to private funds and third-party managers.

Connor Wiggins is a financial advisor at Focus Partners Wealth, LLC with four years of industry experience. He holds a Series 66 designation and has previously worked at Rockefeller Financial LLC, Ameriprise Financial Services LLC, and Nylife Securities LLC. Focus Partners Wealth serves individuals, high-net-worth families, family offices, corporate and institutional clients with wealth management and advisory services including investment management, financial and tax planning, and retirement plan consulting. The firm’s investment approach combines active and passive strategies within an enhanced open architecture framework, utilizing fundamental and quantitative analysis alongside alternative tools and legacy strategies.

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 and has previously worked at firms including The Colony Group, LLC, Atlas Private Wealth Management, LLC, and Goldman Sachs. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach using both active and passive strategies within an enhanced open architecture framework.

Gregory Britton is a financial advisor with Focus Partners Wealth, LLC, holding the ChFC® and Series 66 designations and possessing 11 years of industry experience. He worked at Atlas Private Wealth Management, LLC for 10 years before joining Connectus Wealth and then The Colony Group, LLC. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with a range of wealth management and advisory services. The firm employs an enhanced open architecture investment approach that combines active and passive strategies, third-party managers, and private funds, with an emphasis on long-term, tax- and fee-sensitive portfolio construction.

Barnaby Bullard is a CFP® with seven years of industry experience, currently serving as an advisor at Focus Partners Wealth, LLC since 2024. He previously worked at Atlas Private Wealth Management, LLC and Bullard, McLeod & Associates, Inc., with additional experience at The Hunter Group and Commonwealth Financial Network. Outside of his advisory role, Mr. Bullard is the managing member of G-Squared Venture Management LLC, which manages his personally owned investment properties. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with a range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Robert Palmer is a CFP® credentialed financial advisor at Focus Partners Wealth, LLC with 26 years of industry experience. His prior roles include positions at The Colony Group, Atlas Private Wealth Management, and Goldman Sachs Wealth Services. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial and tax planning, retirement consulting, and access to private and registered investment vehicles. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.