David Tremblay is a CFP® with 10 years of industry experience, currently advising at Focus Partners Wealth, LLC in Boston, MA. His prior roles include positions at The Colony Group, Cooper Lapman Financial, RBC Capital Markets, Morgan Stanley Smith Barney, and Merrill. Focus Partners Wealth serves individual, high-net-worth, family office, corporate, retirement plan, and institutional clients, providing investment management, financial counseling, family office services, fiduciary services, tax and business management, and sub-advisory solutions. The firm employs a long-term, tax- and fee-sensitive investment approach with a diverse range of strategies and maintains an extensive network of affiliated service companies and product relationships.

Maxwell Suchomel is a financial advisor at Focus Partners Wealth, LLC in Boston, MA, holding a Series 65 designation with one year of industry experience. Prior to joining Focus Partners Wealth in 2024, he worked at Auctane and has held various roles in education. Focus Partners Wealth 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 within an enhanced open architecture framework that integrates active and passive strategies, separate account managers, private funds, mutual funds, and ETFs.

Mark Lapman is a CFA® charterholder with 16 years of industry experience. He is currently with Focus Partners Wealth, LLC and was previously with Cooper Lapman Financial, LLC for 14 years. He serves as a board member of the Pension Reserves Investment Management Board, overseeing the pension assets of the Commonwealth of Massachusetts. 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 integrates active and passive strategies within an enhanced open architecture framework.

Lauren Ledger is a CFP® with nine years of industry experience, currently with Focus Partners Wealth, LLC. She previously worked at The Colony Group, LLC and Cooper Lapman Financial, LLC. Focus Partners Wealth serves a diverse 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 utilizing enhanced open architecture, combining fundamental and quantitative analysis with third-party managers and offers a broad range of wealth management and advisory services.

Miriam Cooper is a financial advisor at Focus Partners Wealth, LLC with 16 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Cooper Lapman Financial, LLC for 14 years before joining The Colony Group, LLC. 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, separate account managers, and private and registered funds.