Erik Christman is a CFP®-certified financial advisor with 27 years of industry experience, currently with Focus Partners Wealth, LLC. He has worked at The Colony Group, Buckingham Strategic Wealth, Oxford Financial Partners, and Osaic FA. Christman is the author and owner of Power of 5 Investing®, a media business focused on investment-related content. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients by offering wealth management, advisory services, and retirement plan consulting. The firm employs a long-term, tax- and fee-sensitive investment approach that integrates active and passive strategies, third-party managers, and private funds.

Harrison Wolfe is a CFP® 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, and Mass Mutual Life Insurance Company. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients, offering a range of wealth management and advisory services. The firm emphasizes long-term, tax- and fee-sensitive portfolio construction through an enhanced open architecture approach that combines active and passive strategies, third-party managers, and private funds.

Patrick Walsh is a CFP® and holds a Series 66 license with 18 years of experience in financial advisory. He has worked at multiple firms, including The Colony Group, Buckingham Strategic Wealth, Oxford Financial Partners, Osaic FA, and Mass Mutual Investors Services. He is currently with Focus Partners Wealth, LLC. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial and tax planning, retirement plan consulting, and access to private and registered pooled investment vehicles. The firm employs a long-term, tax- and fee-sensitive investment approach that blends active and passive strategies, third-party managers, and private funds through an enhanced open architecture framework.