Leon Jiang is a financial advisor at Focus Partners Wealth, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at HUB Investment Partners, Millennium Advisory Services, and engaged in various roles outside finance, including in the food service industry. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, corporate, retirement plan, and institutional clients. The firm employs a long-term, tax- and fee-sensitive investment approach using enhanced open architecture, blending fundamental and quantitative analysis with third-party managers and a range of investment strategies.

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.

Christopher Johnson is a financial advisor at Focus Partners Wealth, LLC with 13 years of industry experience. He holds a Series 65 designation and has worked previously at The Colony Group, LLC and Bridgewater Wealth & Financial Management, LLC. Focus Partners Wealth, LLC provides wealth advisory and investment management services to a diverse client base including 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.

Sarah Kyle is a financial advisor at Focus Partners Wealth, LLC with a Series 65 credential and three years of industry experience. She has worked at The Colony Group, LLC since 2019 and previously held roles at AvalonBay and Ernst & Young. Focus Partners Wealth 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 incorporates tax- and fee-sensitivity within an enhanced open architecture framework, combining various active and passive strategies alongside private funds and ETFs.

Shellie Peters is a CFP®-certified financial advisor with 16 years of industry experience. She has worked at The Colony Group, LLC since 2018 and was previously with Bridgewater Wealth & Financial Management, LLC from 2013 to 2017. She is affiliated with Focus Partners Wealth, LLC, a firm that 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 using an enhanced open architecture that combines active and passive strategies across multiple asset types.

Oscar Cornejo is a CFP® professional at Focus Partners Wealth, LLC with three years of industry experience. He has worked at The Colony Group, LLC since 2018 and previously at Bridgewater Wealth & Financial Management, LLC and Virginia Tech. 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 family office services. The firm employs a long-term, tax- and fee-sensitive investment approach that integrates active and passive strategies within an enhanced open architecture framework.

Nina Mitchell is a financial advisor with Focus Partners Wealth, LLC, holding a Series 65 designation and 19 years of industry experience. She has worked at The Colony Group, LLC since 2018 and previously at Bridgewater Wealth & Financial Management, LLC from 2015 to 2017. 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 combines active and passive strategies, separate account managers, private funds, mutual funds, and ETFs.

Stephen Schuler is a financial advisor at Focus Partners Wealth, LLC with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at The Colony Group, LLC since 2018, following a prior role at Bridgewater Wealth & Financial Management, LLC from 2014 to 2017. 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 includes active and passive strategies, private funds, and ETFs.

Answan Johnson is a Series 65-licensed financial advisor at Focus Partners Wealth, LLC with eight years of industry experience. He previously worked at The Colony Group, LLC and Bridgewater Wealth and Financial Management. 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 utilizing a combination of active and passive strategies within an enhanced open architecture framework.

Whitney Turner is a CFP® professional with experience at Focus Partners Wealth, LLC since 2022 and prior roles at The Meakem Group, Kastle Systems, Scope Group, and Marriott Hotels. Based in Bethesda, MD, Turner has a diverse background spanning financial services and other industries. 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, private funds, and separate account managers.