Susan Wolfe is a financial advisor at Focus Partners Wealth, LLC with 29 years of industry experience. She holds Series 63 and Series 66 designations and previously worked at Merrill for 25 years before joining several firms including Sanctuary Advisors, Telemus Capital, and Kovitz Investment Group Partners. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, 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 along with a range of affiliated private and registered funds.

Quinn Martin is a CFP® professional with eight years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at Kovitz Investment Group Partners, Relative Value Partners, Brownson, Rehmus & Foxworth, Inc., and Raymond James Financial Services. Focus Partners Wealth serves a diverse range of clients 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 utilizing enhanced open architecture, combining fundamental and quantitative analysis with third-party managers, and offers a broad platform of wealth management and advisory services.

Rebecca Deaton is a CFP® with 27 years of industry experience, currently affiliated with NorthCoast Asset Management LLC. Her prior roles include positions at Focus Partners Wealth, Kovitz Investment Group Partners, Relative Value Partners, and Brownson, Rehmus & Foxworth. NorthCoast Asset Management provides investment advisory services to individuals, retirement plans, corporations, and charitable organizations, employing a quantitative and systematic investment approach across a diverse range of strategies. The firm manages most client relationships on a discretionary basis and acts as a fiduciary for ERISA and IRA accounts.

Andrew Hambleton is a CFP® and holds a Series 65 license with six years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at Kovitz Investment Group Partners, Telemus Capital, BMO Private Bank, and BMO Harris Bank. 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 combines active and passive strategies, separate account managers, private funds, mutual funds, and ETFs.