Jaimie Sousa is a CFP® and holds a Series 66 license with 11 years of industry experience. She currently works at Focus Partners Wealth, LLC and has previously been affiliated with The Colony Group, Independence Financial Advisors, Cambridge Investment Research Advisers, The Foundry Financial Group, and Cambridge Investment Research. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, retirement plans, institutions, and businesses. The firm’s investment approach combines active and passive strategies within a tax- and fee-sensitive framework and offers a broad range of financial and fiduciary services.

Samarjit Shankar is a Series 66-licensed financial advisor with three years of industry experience, currently with Focus Partners Wealth, LLC. His prior roles include two years at The Colony Group, LLC, and fifteen years at Bank of New York Mellon. He holds voluntary board positions with the Appalachian Mountain Club and Randolph Church in New Hampshire, providing strategic guidance on their investment committees without compensation. Focus Partners Wealth serves a diverse client base including individuals, families, corporations, and institutions, offering investment management and a range of wealth services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines fundamental and quantitative analysis, third-party management, and alternative strategies, supported by an extensive network of affiliated service companies and product relationships.

John Weeks III is a financial advisor at Focus Partners Wealth, LLC with 18 years of industry experience. He holds Series 63 and Series 65 designations and has worked at The Colony Group, LLC since 2019 and Harvest Capital Management, Inc. from 2011 to 2019. 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, private funds, mutual funds, and ETFs.

Jebalakshi Arnold is a CFP® and holds a Series 65 license with 20 years of industry experience. She is currently with Focus Partners Wealth, LLC and has previously worked at The Colony Group, LLC and Harvest Capital Management Inc. 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 investment approach that integrates tax- and fee-sensitive strategies across active and passive investments within an enhanced open architecture framework.

John Finnegan III is a Series 65-licensed advisor with eight years of industry experience, currently with Focus Partners Wealth, LLC since 2022. He previously worked at Granite Financial Partners from 2014 to 2022. Outside of his advisory role, he serves as a board member for the Concord Community Music School, participating in board meetings to support community music initiatives. 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 incorporates active and passive strategies, private funds, and various portfolio management options.