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Mark C

Series 63, Series 65

Chicago, IL

Focus Partners Wealth, LLC

Mark Carr is a financial advisor with Focus Partners Wealth, LLC in Chicago, IL, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His prior roles include positions at The Colony Group, LLC and InterOcean Capital Group, LLC. Focus Partners Wealth, LLC provides wealth advisory and investment management services to a diverse client base including individuals, high-net-worth families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that integrates both active and passive strategies.

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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Andrew D

CFA®

Chicago, IL

Focus Partners Wealth, LLC

Andrew D'aprile is a CFA® charterholder based in Chicago, IL, currently with Focus Partners Wealth, LLC. He has held roles at InterOcean Capital and Deloitte Tax and has industry experience beginning in 2021. Focus Partners Wealth serves a diverse client base including individual, high-net-worth, family office, corporate, retirement plan, and institutional clients. The firm employs a tax- and fee-sensitive investment approach utilizing fundamental and quantitative analysis and offers a broad range of wealth management, fiduciary, and advisory services.

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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John M

Series 65

Chicago, IL

Focus Partners Wealth, LLC

John Mc Cormick is a financial advisor at Focus Partners Wealth, LLC based in Chicago, IL, holding a Series 65 designation with two years of industry experience. He previously worked at InterOcean Capital Group, LLC and The Colony Group, LLC. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, retirement plans, institutions, and businesses, offering a range of portfolio management, financial counseling, and fiduciary services. The firm employs a long-term, tax- and fee-sensitive investment approach that integrates 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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Delaney L

Series 65

Chicago, IL

Focus Partners Wealth, LLC

Delaney Langston is a financial advisor at Focus Partners Wealth, LLC in Chicago, IL, holding a Series 65 designation. Langston has been with Focus Partners Wealth since 2026 and previously worked at Northern Trust and Surgical Care Affiliates. Focus Partners Wealth serves a diverse client base that includes individual, high-net-worth, family office, corporate, retirement plan, and institutional clients. The firm offers a range of wealth management services and employs a long-term, tax- and fee-sensitive investment approach using enhanced open architecture and a variety of investment strategies.

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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David V

Series 63, Series 66

Chicago, IL

Focus Partners Wealth, LLC

David Venegas is a financial advisor at Focus Partners Wealth, LLC with 32 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including The Colony Group, LLC, InterOcean Capital Group, LLC, Citigroup, Fifth Third Bank, Fifth Third Securities, Optionsxpress, Inc., and Charles Schwab. 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 emphasizing tax- and fee-sensitivity within an enhanced open architecture framework that combines active and passive strategies, separate account managers, private funds, mutual funds, and ETFs.

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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