Robert Campbell is a Certified Financial Planner® with 27 years of industry experience. He is currently with Focus Partners Wealth, LLC and has held roles at Kovitz Investment Group Partners, Transform Wealth (formerly Carnick & Kubik Group), Valued Investment Partners, and Campbell Financial Group. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients, offering a broad range of wealth management and advisory services with an investment approach that integrates active and passive strategies, fundamental and quantitative analysis, and access to private and registered pooled vehicles.

Kenneth Tillman is a CFP® and Series 65 credentialed advisor with 12 years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at Kovitz Investment Group Partners, Transform Wealth (formerly Carnick & Kubik Group), Carnick & Kubik, and Valued Investment Partners. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with a range of wealth management and advisory services. The firm’s investment approach combines active and passive strategies within an enhanced open architecture framework, employing both fundamental and quantitative analyses alongside specialized tools and strategies.

Nathan Kubik is a financial advisor at Focus Partners Wealth, LLC with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Kovitz Investment Group Partners, LLC; Transform Wealth, LLC (formerly Carnick & Kubik Group, LLC); Carnick & Kubik, LLC; Northland Securities, Inc.; and Guggenheim Investments. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial and tax planning, and retirement plan consulting. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Phillip Woodford is a Series 65 licensed advisor at Focus Partners Wealth, LLC with 10 years of industry experience. His prior roles include positions at Kovitz Investment Group Partners, LLC, Transform Wealth, LLC, and Strategic Capital Advisors. Focus Partners Wealth serves individuals, high-net-worth families, family offices, corporate, and institutional clients with a variety of 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.

Jonathan Ahalt is a financial advisor at Focus Partners Wealth, LLC with nine years of industry experience. He holds a Series 65 designation and has previously worked at Kovitz Investment Group Partners, Transform Wealth, LLC, and Strategic Capital Advisors, Inc. Focus Partners Wealth serves individuals, high-net-worth families, family offices, corporate, and institutional clients with a range of wealth management and advisory services. The firm employs an enhanced open architecture investment approach that combines active and passive strategies, third-party managers, and private funds, emphasizing long-term, tax- and fee-sensitive portfolio construction.

Dylan Burke is a financial advisor at Focus Partners Wealth, LLC with two years of industry experience. He holds a Series 65 designation and has previously worked at Kovitz Investment Group Partners, Transform Wealth LLC, Goldman Sachs & Co, and Prince Perelson. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with comprehensive wealth management, financial planning, and investment 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.

Yiwen Chen is a financial advisor at Focus Partners Wealth, LLC with nine years of industry experience. She holds the CFA® charter and Series 65 registration. Her prior experience includes roles at Kovitz Investment Group Partners, Transform Wealth (formerly Carnick & Kubik Group), and BSW Wealth Partners. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with a comprehensive range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Clarissa Hobson is a CFP® with 20 years of industry experience. She is currently with Focus Partners Wealth, LLC and has held roles at Kovitz Investment Group Partners, LLC, Transform Wealth, LLC (formerly Carnick & Kubik Group, LLC), and Principal Financial Services. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services, including investment management, financial and tax planning, and retirement plan consulting. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

David Kubik is a financial advisor with Focus Partners Wealth, LLC, holding Series 63 and Series 65 licenses and 14 years of industry experience. His career includes roles at Kovitz Investment Group Partners, Transform Wealth (formerly Carnick & Kubik Group), Northland Securities, and Carnick & Kubik. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial planning, and retirement consulting 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.

Michael Meador is a financial advisor at Focus Partners Wealth, LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked with Kovitz Investment Group Partners, LLC and Transform Wealth, LLC (formerly Carnick & Kubik Group, LLC). Focus Partners Wealth serves individuals, high-net-worth families, family offices, corporate, and institutional clients, offering wealth management, financial and tax planning, and retirement plan consulting. The firm’s investment approach combines active and passive strategies within an enhanced open architecture framework that incorporates fundamental and quantitative analysis along with private and registered pooled vehicles.

Thomas Maxfield is a financial advisor at Focus Partners Wealth, LLC in Greenwood Village, CO, with eight years of industry experience. He holds the Series 63, Series 65, and Series 66 credentials and has worked previously at Kovitz Investment Group Partners, Transform Wealth LLC, Northern Trust Bank, Northern Trust Securities, Inc., and TMG, LLC. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial planning, retirement plan consulting, and access to private and registered pooled investment vehicles. The firm’s investment approach combines active and passive strategies through an enhanced open architecture framework, using fundamental and quantitative analysis alongside specialized tools such as trend-following and options overlay strategies.

Brian Janes is a financial advisor at Focus Partners Wealth, LLC with 28 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Kovitz Investment Group Partners, Transform Wealth LLC, Thrivent Financial, Charles Schwab & Co., and Janus Management Holdings Corp. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients, offering wealth management and advisory services including investment management, financial and tax planning, and retirement plan consulting. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party managers, and private funds.

Gordan Post is a CFP® with 15 years of industry experience, currently affiliated with Focus Partners Wealth, LLC. He has held previous roles at Kovitz Investment Group Partners, Transform Wealth, The Milestone Group, and CoBiz Wealth. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients, providing 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.