Stanley Sumling is a financial advisor at Focus Partners Wealth, LLC with four years of industry experience. He holds Series 63 and Series 65 licenses. His prior work includes roles at J.P. Morgan Securities LLC and Amazon. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial and tax planning, and retirement plan consulting. The firm’s investment approach uses a long-term, tax- and fee-sensitive strategy that combines active and passive management within an enhanced open architecture framework.

Ryan Guertin is a CFP® professional with 10 years of industry experience, currently serving at Focus Partners Wealth, LLC since 2024. His prior roles include positions at Buckingham Strategic Wealth, Ameriprise Financial Services, PNC Bank, and Edward Jones. Focus Partners serves individuals, high-net-worth families, family offices, corporate and institutional clients, providing wealth management and advisory services with a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies through an enhanced open architecture framework.

Andrew Schneider is a CFP® professional with seven years of industry experience, currently affiliated with Focus Partners Wealth, LLC. His prior roles include positions at The Colony Group, LLC, Buckingham Strategic Wealth, LLC, and RJM Wealth Management Inc. He also has a background in financial services and corporate roles spanning several other firms. Focus Partners Wealth, LLC provides wealth management and advisory services to individuals, high-net-worth families, family offices, and institutional clients, offering a comprehensive range of investment management, financial planning, and consulting services. The firm employs an investment approach that combines active and passive strategies under an enhanced open architecture framework, incorporating both fundamental and quantitative analyses.

Mark Smith is a financial advisor at Focus Partners Wealth, LLC with 28 years of industry experience. He holds the PFS™ designation and Series 65 license. His prior work includes eight years at Buckingham Strategic Wealth, LLC and eighteen years at Solutions for Wealth Management, LLC. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients, offering a range of wealth management, advisory, and business management services. The firm employs a long-term, tax- and fee-sensitive investment approach that integrates active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.