Jaimie Sousa is a CFP® and holds a Series 66 license with 12 years of experience in the financial advisory industry. She is currently with Focus Partners Wealth, LLC and has previously worked at The Colony Group, Independence Financial Advisors, Cambridge Investment Research Advisers, and The Foundry Financial Group. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients, providing investment management, financial and tax planning, family office services, and retirement plan consulting. The firm employs a long-term, tax- and fee-sensitive investment approach using a combination of active and passive strategies, third-party managers, and private funds.

Samarjit Shankar is a financial advisor at Focus Partners Wealth, LLC with three years of industry experience. He holds a Series 66 designation and previously worked at The Colony Group, LLC and Bank of New York Mellon. Shankar serves voluntarily on the boards of the Appalachian Mountain Club and Randolph Church, providing strategic guidance on investment trends for their endowments. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services. The firm’s investment approach combines active and passive strategies within an enhanced open architecture framework, emphasizing long-term, tax- and fee-sensitive portfolio construction.

John Weeks III is a financial advisor at Focus Partners Wealth, LLC with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at The Colony Group, Harvest Capital Management, Merrill, and Banc of America Investment Services. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with a variety of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that blends active and passive strategies within an enhanced open architecture framework.

Jebalakshi Arnold is a CFP® and Series 65 licensed advisor with 21 years of industry experience. She is currently with The Colony Group, LLC and previously worked at Harvest Capital Management Inc., Daintree Advisors LLC, and Calibre Advisory Services Inc. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with comprehensive wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach using a blend of active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

John Finnegan III is a Series 65 licensed financial advisor with eight years of industry experience. He currently works at Focus Partners Wealth, LLC and previously spent six years at Granite Financial Partners. He serves as a board member of the Concord Community Music School, which offers musical experiences to foster community connections. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients, providing wealth management, financial planning, and investment management through a long-term, tax- and fee-sensitive approach that blends active and passive strategies along with private funds.