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Cindy M

PFS™, Series 66

Charleston, WV

Focus Partners Wealth, LLC

Cindy Mcghee is a financial advisor with Focus Partners Wealth, LLC, holding the PFS™ designation and Series 66 license, with 21 years of industry experience. Her prior work includes roles at The Colony Group, Buckingham Strategic Wealth, Arnett Carbis Toothman Wealth Advisors, and A&F Insurance Advisors. Focus Partners Wealth serves individual, high-net-worth, family office, corporate, retirement plan, and institutional clients, offering a range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach utilizing enhanced open architecture and a variety of portfolio strategies, supported by an extensive network of affiliated service companies and product relationships.

Private / alternative investments Options & derivatives strategies Active portfolio management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Dentist Executive Retired Established Professionals
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Jerry S

Series 66

Charleston, WV

Focus Partners Wealth, LLC

Jerry Slone is a Series 66-licensed financial advisor with 19 years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at The Colony Group, LLC, Buckingham Asset Management, LLC, and Arnett Carbis Toothman Wealth Advisors 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 utilizes a long-term investment approach that emphasizes tax- and fee-sensitivity within an enhanced open architecture framework, combining active and passive strategies alongside various specialized offerings.

Private / alternative investments Options & derivatives strategies Active portfolio management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Dentist Executive Retired Established Professionals
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Gregory S

Series 65

Charleston, WV

Focus Partners Wealth, LLC

Gregory Smith is a financial advisor with Focus Partners Wealth, LLC, holding a Series 65 designation and three years of industry experience. He has worked at several firms, including The Colony Group, Buckingham Strategic Wealth, N3 Results, NORTHWESTERN MUTUAL, and Bb&T Wealth. Focus Partners Wealth, LLC provides wealth advisory and investment management services to a diverse client base, including individuals, high-net-worth families, institutions, and businesses. The firm employs a long-term investment approach with an emphasis on tax- and fee-sensitivity, combining active and passive strategies within an enhanced open architecture framework.

Private / alternative investments Options & derivatives strategies Active portfolio management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Dentist Executive Retired Established Professionals
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Neil D

Series 65

Charleston, WV

Focus Partners Wealth, LLC

Neil Deruiter is a financial advisor at Focus Partners Wealth, LLC with two years of industry experience. He holds the Series 65 designation and has previously worked at Buckingham Strategic Wealth, LLC, Black Bear Transport Inc., XPO Logistics, H.T. Hackney, and T & M Meats & Brick Oven Bistro. Focus Partners Wealth serves a broad mix of individual, high-net-worth, family office, corporate, retirement plan, and institutional clients, offering investment management, financial counseling, family office services, and more. The firm employs a long-term, tax- and fee-sensitive investment approach that combines fundamental and quantitative analysis with a diverse range of investment options and an extensive network of affiliated service companies and product relationships.

Private / alternative investments Options & derivatives strategies Active portfolio management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Dentist Executive Retired Established Professionals
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Christopher E

CFP®, Series 66

Charleston, WV

Focus Partners Wealth, LLC

Christopher Erlewine is a CFP® professional with 23 years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at The Colony Group, LLC, Buckingham Strategic Wealth, LLC, and Arnett Carbis Toothman Wealth Advisors. 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 and integrates a variety of active and passive strategies within an enhanced open architecture framework.

Private / alternative investments Options & derivatives strategies Active portfolio management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Dentist Executive Retired Established Professionals
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Christopher W

Series 63, Series 65

Charleston, WV

Focus Partners Wealth, LLC

Christopher Willits is a financial advisor at Focus Partners Wealth, LLC with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at The Colony Group, LLC, Buckingham Strategic Wealth, LLC, Wesbanco Securities, Inc., and Wesbanco Bank, Inc. His current practice is based in Charleston, WV. Focus Partners Wealth, LLC 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, and private and registered funds.

Private / alternative investments Options & derivatives strategies Active portfolio management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Dentist Executive Retired Established Professionals
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Evan S

Series 65

Charleston, WV

Focus Partners Wealth, LLC

Evan Shamblin is a financial advisor at Focus Partners Wealth, LLC with three years of industry experience. He holds the Series 65 designation and previously worked at Buckingham Strategic Wealth, LLC and Suttle & Stalnaker, PLLC. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, family offices, corporations, retirement plans, and institutions. The firm employs a long-term, tax- and fee-sensitive investment approach featuring enhanced open architecture and integrates multiple asset types and strategies, supported by an extensive network of affiliated service companies and product relationships.

Private / alternative investments Options & derivatives strategies Active portfolio management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Dentist Executive Retired Established Professionals
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