Gregory Herr is a CFA® charterholder and holds a Series 63 license, with two years of industry experience. He has worked at Focus Partners Wealth, LLC since 2026, and previously spent three years at Kovitz Investment Group Partners, LLC, three years at Phaeacian Partners, LLC, and eight years at UMB Distribution Services, LLC. Focus Partners Wealth, LLC provides wealth management and advisory services to individuals, high-net-worth families, family offices, corporate, and institutional clients, including ERISA retirement plans. The firm employs a long-term, tax- and fee-sensitive investment approach using a blend of active and passive strategies, third-party managers, private funds, and integrated quantitative tools.

Andrea Conway is a CFP® certificant with one year of industry experience. She currently works at Focus Partners Wealth, LLC and has prior experience with Kovitz Investment Group Partners, LLC and RBC Wealth Management. Focus Partners Wealth, LLC provides wealth management and advisory services to individuals, high-net-worth families, family offices, and institutional clients. 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.

John Roessler is a CFP® credentialed financial advisor at Focus Partners Wealth, LLC with 22 years of industry experience. His prior roles include positions at Kovitz Securities, LLC and Kovitz Investment Group Partners, LLC, as well as earlier tenures at Firstwave Financial Inc and Budros, Ruhlin & Roe. Focus Partners 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, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Kate Jonynas is a CFP® professional with 17 years of industry experience. She has worked at Kovitz Securities, LLC and Kovitz Investment Group Partners, LLC for over a decade and joined Focus Partners Wealth, LLC in 2026. Jonynas also held a role at Foreside Financial Services, LLC. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with a range of wealth management and advisory services. The firm emphasizes long-term, tax- and fee-sensitive portfolio construction using an enhanced open architecture framework that combines active and passive strategies, third-party managers, and private funds.

Mary Teresa Roberto is a financial advisor at Focus Partners Wealth, LLC in Chicago, IL, holding a Series 66 credential with six years of industry experience. She has worked previously at Kovitz Investment Group Partners, Telemus Capital, Sanctuary Advisors, Bank of America, and Merrill. Focus Partners serves individuals, high-net-worth families, family offices, and corporate and institutional clients, offering a broad 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, third-party managers, and private funds within an enhanced open architecture framework.

Nicholas Bianchi is a financial advisor at Focus Partners Wealth, LLC with one year of experience in the industry. He holds a Series 65 credential and has prior work experience at Dell Technologies, the University of Texas, and Savio Catholic High School. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services, emphasizing long-term, tax- and fee-sensitive portfolio construction that combines active and passive strategies within an enhanced open architecture framework.

Lexi Kovitz is a financial advisor at Focus Partners Wealth, LLC with a Series 65 credential and one year of industry experience. Prior to joining Focus Partners, she worked at Kovitz Investment Group Partners, LLC and JMG Financial Group. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial planning, and employee benefit consulting. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Jesse Stumpf is a CFA® charterholder with 15 years of industry experience. He is currently with Focus Partners Wealth, LLC and has held roles at Kovitz Investment Group Partners, Kovitz Securities, and Goldman Sachs Wealth Services. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients, offering comprehensive wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach combining active and passive strategies, private funds, and various analytical tools within an enhanced open architecture framework.

Mark Rosland is a financial advisor at Focus Partners Wealth, LLC with 25 years of industry experience. He holds the Series 66 designation and has worked previously at Kovitz Investment Group Partners, LLC and Kovitz Securities, LLC. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial and tax planning, and employee benefit consulting. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Mitchell Kovitz is a financial advisor at Focus Partners Wealth, LLC with 37 years of industry experience. He holds a Series 63 designation and has worked at firms including Rothschild Investment LLC and Kovitz Securities, LLC. Kovitz is also chairman and head of the investment committee at Chicago Capital Partners Management, a perpetual private equity fund, and serves as president of the Paul Armin Family Foundation. Focus Partners Wealth serves individuals, high-net-worth families, family offices, corporate, and institutional clients with wealth management, financial planning, and advisory services. The firm uses a long-term, tax- and fee-sensitive investment approach combining active and passive strategies within an enhanced open architecture framework.

Deborah Hopkins is a CFP®-certified financial advisor with 25 years of industry experience. She is currently with Focus Partners Wealth, LLC and has held roles at Kovitz Investment Group Partners, Kovitz Securities, Trinity Financial Advisors, and Foreside Financial Services. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, corporate, and institutional clients with wealth management, advisory services, financial and tax planning, and retirement plan consulting. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies and integrates a range of proprietary and third-party tools.

Kendall Navin is a CFA® charterholder with eight years of industry experience, currently affiliated with Focus Partners Wealth, LLC. His prior roles include positions at Kovitz Investment Group Partners, LLC, The Ayco Company, L.P./Mercer Allied, and Managed Account Research, Inc. He holds the Series 66 designation. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial and tax planning, and advisory 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.

Marc Brenner is a financial advisor at Focus Partners Wealth, LLC with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Foreside Financial Services, LLC and Kovitz Investment Group, where he currently serves as Vice Chairman and is involved in real estate investment advisory and fund administration. Outside of his advisory role, he is engaged with Chicago Capital Partners, a private equity firm. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with comprehensive wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Kyle Deal is a CFP® professional with seven years of experience in the financial advisory industry. He is currently with Focus Partners Wealth, LLC and has previously worked at Kovitz Investment Group Partners, Telemus Capital, and Huber Financial Advisors. Focus Partners Wealth serves individuals, high-net-worth families, family offices, corporate, and institutional clients, offering wealth management, financial 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 such as trend-following and options overlay strategies.

Anastasios Manolis is a financial advisor with Focus Partners Wealth, LLC in Chicago, holding a Series 65 designation and currently in his first year with the firm. His prior experience includes roles at Kovitz Investment Group Partners, LLC, Northern Trust Corporation, and the Illinois Institute of Technology. Outside of finance, he has worked in the restaurant industry with Levy Restaurants. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, family offices, and institutional clients, offering services such as 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, integrating fundamental and quantitative analysis alongside alternative strategies.

Ruth Uress is a CFP® professional with 17 years of industry experience, currently serving at Focus Partners Wealth, LLC since 2026. Her prior roles include positions at Kovitz Investment Group Partners, Relative Value Partners, Brownson, Rehmus & Foxworth, and Kowitz Investment Group. Focus Partners Wealth, LLC provides wealth management and advisory services to individuals, high-net-worth families, family offices, and institutional clients. 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.

Lance Sherry is a CFP® with five years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at Kovitz Investment Group Partners, LLC, Fifth Third Private Bank, and Bank of America Private Bank. Focus Partners serves individuals, high-net-worth families, family offices, corporate, and institutional clients with a variety of wealth management and advisory services. The firm’s investment approach combines active and passive strategies within a long-term, tax- and fee-sensitive framework and includes access to affiliated private funds and legacy strategies from acquired advisers.

Mary Anderson is a financial advisor with Focus Partners Wealth, LLC and holds a Series 66 designation. She has 19 years of industry experience, including roles at Kovitz Investment Group Partners, LLC, Kovitz Securities, LLC, and Foreside Financial Services, LLC. Focus Partners Wealth serves individuals, high-net-worth families, family offices, corporate, and institutional clients with a comprehensive 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.

Andrew Novak is a CFP® with 10 years of industry experience, currently serving at Focus Partners Wealth, LLC since 2026. His prior roles include positions at Kovitz Investment Group Partners, LLC, Mesirow Financial, Inc., Balasa Dinverno Foltz LLC, and Edward Jones. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with a comprehensive 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 Adorno is a CFP®-certified financial advisor with four years of industry experience. He is currently with Focus Partners Wealth, LLC in Chicago, where he has worked since 2026. Prior to that, he held positions at Kovitz Investment Group Partners, LLC and Fidelity Investments. Outside of finance, he has experience working with faith-based organizations and in roles at Amazon and Denver Seminary. Focus Partners Wealth serves 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 that blends active and passive strategies, third-party managers, and private funds under an enhanced open architecture framework.

Steven Putzel is a financial advisor at Focus Partners Wealth, LLC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at J.P. Morgan Securities Inc. for 14 years and Kovitz Investment Group Partners, LLC for four years. Focus Partners Wealth 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 that combines active and passive strategies, third-party managers, and private funds under an enhanced open architecture framework.

Tyler Cissell is a financial advisor with Focus Partners Wealth, LLC and holds a Series 65 license. He has one year of industry experience and previously worked in various roles across nursing education, accounting, and management from 2015 to 2026. Focus Partners Wealth serves individuals, families, family offices, and institutional clients with wealth management, financial and tax planning, and retirement plan consulting. The firm utilizes a long-term, tax- and fee-sensitive investment approach combining active and passive strategies within an enhanced open architecture framework.

Ehidiame Eichie is a CFP® with four years of industry experience, currently serving at Focus Partners Wealth, LLC. Prior to joining Focus Partners Wealth, Eichie worked at Kovitz Investment Group Partners LLC, Mariner Wealth Advisors, Savant Wealth Management, and Envision Wealth Planning. Focus Partners Wealth, LLC 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 that combines active and passive strategies, third-party managers, and private funds under an enhanced open architecture framework.

Tyler Bartley is a financial advisor at Focus Partners Wealth, LLC in Chicago, IL, holding a Series 66 designation with four years of industry experience. His prior roles include positions at Kovitz Investment Group Partners, LaSalle St. Securities, Nordstrom, E*Trade Securities, and Guaranteed Rate. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with a broad 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 alongside third-party managers and private funds.

John Conway is a financial advisor at Focus Partners Wealth, LLC with 28 years of industry experience. He holds a Series 66 designation and has previously worked at firms including Kovitz Investment Group Partners, LLC, Kovitz Securities, LLC, and Rothschild Investment LLC. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, corporate and institutional clients with wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach combining active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Clarissa Jugo is a CFP® professional with five years of industry experience, currently with Focus Partners Wealth, LLC since 2026. Her prior experience includes roles at Kovitz Investment Group Partners, LLC and Goldman Sachs Ayco Personal Financial Management. She also has background involvement with nonprofit theater organizations in Chicago. Focus Partners Wealth, LLC 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 that integrates active and passive strategies, third-party managers, and private funds under an enhanced open architecture framework.

Jenny Boyke is a financial advisor at Focus Partners Wealth, LLC with 20 years of industry experience. She holds the CFP® designation along with Series 63, 65, and 66 licenses. Her prior roles include positions at Kovitz Investment Group Partners, Kovitz Securities, and Deloitte Investment Advisors. Boyke also serves as co-trustee of a family trust. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, advisory, and retirement plan consulting services. The firm employs a long-term, tax- and fee-sensitive investment approach that integrates active and passive strategies, third-party managers, private funds, and legacy strategies through an enhanced open architecture framework.

Paulina Cylwik is a CFP® with three years of industry experience, currently serving as a financial advisor at Focus Partners Wealth, LLC. Her prior roles include positions at The Vanguard Group, Inc. and Doyenne Wealth Advisors. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, family offices, and institutional clients. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party managers, and private funds under an enhanced open architecture framework.

Christopher Nicholson is a CFP®-certified financial advisor at Focus Partners Wealth, LLC with 12 years of industry experience. He has worked at Kovitz Investment Group Partners, LLC since 2016 and held roles at Kovitz Securities, LLC and Foreside Financial Services, LLC. Focus Partners serves high-net-worth individuals, families, family offices, and institutional clients with comprehensive wealth management and advisory services. The firm’s investment approach combines active and passive strategies within an enhanced open architecture framework, utilizing fundamental and quantitative analysis alongside specialized tools such as trend-following and options overlay strategies.

Tyler Borzak is a financial advisor at Focus Partners Wealth, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at Kovitz Investment Group Partners, LLC and Harris Associates. He serves as a non-compensated board member for Pine Tree, attending quarterly meetings. Focus Partners Wealth serves individuals, high-net-worth families, family offices, corporate and institutional clients with comprehensive wealth management and advisory services. The firm emphasizes a long-term, tax- and fee-sensitive investment approach using a blend of active and passive strategies within an enhanced open architecture framework.

Mark Ott Jr. is a financial advisor with Focus Partners Wealth, LLC, holding a Series 66 designation and 15 years of industry experience. He has worked at Kovitz Investment Group Partners, LLC, and Kovitz Securities, LLC since 2011. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, investment management, financial and tax planning, and employee benefit consulting. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Mason Butler is a Series 65-licensed advisor with Focus Partners Wealth, LLC, based in Chicago, IL. He joined Focus Partners Wealth in 2024 and has prior experience at Gameday Spirt, Busey Bank, and Sub 4 Development. Focus Partners serves a diverse clientele including individuals, high-net-worth families, family offices, and institutional clients, offering comprehensive wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that combines active and passive strategies, third-party managers, and private funds.

Michael Marciszewski is a CFP® with nine years of industry experience currently serving at Focus Partners Wealth, LLC since 2026. He previously worked at Kovitz Investment Group Partners, LLC, Ayco/Goldman Sachs & Co. LLC, and The Ayco Company, L.P./Mercer Allied. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with a variety 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.