Merilou Bury is a financial advisor with Focus Partners Wealth, LLC, holding Series 63 and Series 66 licenses and possessing 28 years of industry experience. Prior to joining Focus Partners Wealth in 2026, she worked at Kovitz Investment Group Partners, LLC and Kovitz Securities, LLC for nine years. Focus Partners Wealth serves a diverse clientele including individuals, high-net-worth families, family offices, corporations, retirement plans, and institutional clients. The firm employs a long-term, tax- and fee-sensitive investment approach using enhanced open architecture that integrates fundamental and quantitative analysis alongside third-party managers, and it offers a wide range of wealth management and advisory services.

Peter Crowell is a CFP® professional with five years of industry experience. He is currently with Focus Partners Wealth, LLC and has prior experience at Kovitz Investment Group Partners, Kovitz Securities, and Northern Trust. 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 emphasizes tax- and fee-sensitivity within an enhanced open architecture framework, combining active and passive strategies across various investment vehicles.