Dorothy Bourlier is a CFP® with nine years of industry experience, currently serving at Focus Partners Wealth, LLC. She has worked at The Colony Group, LLC, Buckingham Strategic Wealth, LLC, and Baldwin & Associates. Focus Partners Wealth, LLC provides wealth advisory and investment management services to a diverse client base, including individuals, families, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that combines active and passive strategies.

Max Haspel is a financial advisor at Focus Partners Wealth, LLC with 27 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Focus Partners Wealth since 2018. His prior experience includes roles at Purshe Kaplan Sterling Investments and Blue Water Advisors LLC. 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 blends active and passive strategies across various investment vehicles.

Matthew Bourlier is a financial advisor with Focus Partners Wealth, LLC and holds a Series 65 designation. He has three years of industry experience, including roles at The Colony Group, LLC and Buckingham Strategic Wealth, LLC. Prior to his financial advisory career, he worked in various positions including at Health First and TopGolf. 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 investment approach that emphasizes tax- and fee-sensitivity, utilizing a combination of active and passive strategies within an enhanced open architecture framework.

Spencer Blair is a financial advisor with Focus Partners Wealth, LLC, holding the Series 66 and Series 63 designations and three years of industry experience. His prior roles include positions at Truist Advisory Services, Charles Schwab, and service in the Army National Guard. Focus Partners Wealth serves individual, high-net-worth, family office, corporate, retirement plan, and institutional clients, offering a wide range of services including investment management, financial counseling, and fiduciary services. The firm employs a long-term, tax- and fee-sensitive investment approach with enhanced open architecture, integrating various asset types and specialized strategies, supported by an extensive network of affiliated service companies and product relationships.