Erik Christman is a CFP® and holds a Series 66 designation with 27 years of industry experience. He currently works at Focus Partners Wealth, LLC and has previously been associated with The Colony Group, LLC, Buckingham Strategic Wealth, LLC, and Oxford Financial Partners. He is the author and owner of POWER OF 5 INVESTING®, a media-related business. Focus Partners Wealth serves a diverse client base including individuals, families, corporate and institutional clients, providing investment management, financial counseling, family office services, and more. The firm employs a long-term, tax- and fee-sensitive investment approach that integrates fundamental and quantitative analysis along with third-party managers and alternative strategies.

Harrison Wolfe is a CERTIFIED FINANCIAL PLANNER™ professional with 11 years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at The Colony Group, Buckingham Strategic Wealth, Oxford Financial Partners, MML Investors Services, and Mass Mutual Life Insurance Company. 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 long-term, tax- and fee-sensitive investment approach using enhanced open architecture and integrates a broad range of investment strategies and affiliated services beyond traditional advisory platforms.

Patrick Walsh is a CFP®-credentialed financial advisor with 18 years of industry experience. He is currently affiliated with Focus Partners Wealth, LLC and has previously worked at The Colony Group, Buckingham Strategic Wealth, and Oxford Financial Partners. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, family offices, corporate, retirement plan, and institutional clients. The firm employs a long-term, tax- and fee-sensitive investment approach combining fundamental and quantitative analysis, and offers a broad range of wealth management and advisory services.