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Lindsey W

CFP®, Series 65

Indianapolis, IN

Focus Partners Wealth, LLC

Lindsey Weber is a CFP® and holds a Series 65 license, with 11 years of industry experience. She has worked at Focus Partners Wealth, LLC since 2025 and previously held roles at The Colony Group, LLC and Buckingham Asset Management. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth clients, family offices, corporations, retirement plans, and institutions. The firm employs a long-term, tax- and fee-sensitive investment strategy using a combination of fundamental and quantitative analysis, integrating public equities, fixed income, alternatives, and options-based strategies.

Private / alternative investments Options & derivatives strategies Active portfolio management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Dentist Executive Retired Established Professionals
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Andrew C

CFP®, Series 63, Series 65

Indianapolis, IN

Focus Partners Wealth, LLC

Andrew Collins is a CFP®-certified financial advisor with 13 years of industry experience. He is currently with Focus Partners Wealth, LLC, where he has been since 2024, following roles at Buckingham Strategic Wealth, LLC, The Leaders Group, Inc., and Capitas Financial, Inc. Focus Partners Wealth serves individual, high-net-worth, family office, corporate, retirement plan, and institutional clients, providing a range of investment management and wealth services. The firm employs a long-term, tax- and fee-sensitive investment approach using enhanced open architecture, combining fundamental and quantitative analysis with third-party managers and various investment strategies.

Private / alternative investments Options & derivatives strategies Active portfolio management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Dentist Executive Retired Established Professionals
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Cole M

Series 65

Indianapolis, IN

Focus Partners Wealth, LLC

Cole Mc Carter is a financial advisor at Focus Partners Wealth, LLC with two years of industry experience. He previously worked at Spectrum Wealth Management and Aviation Tax Consultants. Focus Partners Wealth serves a diverse group of clients including individuals, high-net-worth families, corporate and institutional clients, providing investment management, financial counseling, family office and retirement plan services. The firm employs a long-term, tax- and fee-sensitive investment approach using a combination of fundamental and quantitative analysis, third-party managers, and a variety of investment strategies.

Private / alternative investments Options & derivatives strategies Active portfolio management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Dentist Executive Retired Established Professionals
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Samuel K

CFP®, Series 63

Indianapolis, IN

Focus Partners Wealth, LLC

Samuel Katuzienski is a CFP® with five years of industry experience, currently serving as a financial advisor at Focus Partners Wealth, LLC. His prior work includes positions at Buckingham Strategic Wealth, LLC, Northwestern Mutual Investment Services LLC, Charles Schwab, and Fifth Third Bank. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, corporate and institutional clients, providing investment management, financial counseling, family office services, and retirement plan fiduciary services. The firm employs a long-term, tax- and fee-sensitive investment approach using a blend of fundamental and quantitative analysis combined with third-party managers and offers a range of public and alternative investment strategies.

Private / alternative investments Options & derivatives strategies Active portfolio management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Dentist Executive Retired Established Professionals
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Tia L

CFP®

Indianapolis, IN

Focus Partners Wealth, LLC

Tia Lee is a CFP® with 13 years of industry experience and is currently with Focus Partners Wealth, LLC. She previously worked at Spectrum Wealth Counsel, LLC and Spectrum Management Group, Inc. Focus Partners Wealth serves a diverse range of clients including individuals, high-net-worth families, corporate entities, and institutional investors, offering integrated wealth management services with a long-term, tax- and fee-sensitive investment approach that combines fundamental and quantitative analysis and utilizes a broad array of investment strategies.

Private / alternative investments Options & derivatives strategies Active portfolio management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Dentist Executive Retired Established Professionals
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Brian R

Series 65, Series 63

Indianapolis, IN

Focus Partners Wealth, LLC

Brian Roemke is a financial advisor at Focus Partners Wealth, LLC with 10 years of industry experience. He previously worked at Buckingham Strategic Wealth, LLC and Prudential Insurance Company of America. Focus Partners Wealth serves a diverse client base including individual, high-net-worth, family office, corporate, retirement plan, and institutional clients, offering a broad range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach utilizing fundamental and quantitative analysis, third-party managers, and a mix of asset classes, supported by an extensive network of affiliated service companies and product relationships.

Private / alternative investments Options & derivatives strategies Active portfolio management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Dentist Executive Retired Established Professionals
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Michael C

CFP®, Series 63, Series 66

Indianapolis, IN

Focus Partners Wealth, LLC

Michael Clayman is a CFP® with 23 years of industry experience, currently serving at Focus Partners Wealth, LLC since 2024. Prior to joining Focus Partners, he spent ten years at Buckingham Asset Management, LLC. Focus Partners Wealth serves a broad range of clients, including individuals, high-net-worth families, family offices, corporations, retirement plans, and institutional investors. The firm employs a long-term, tax- and fee-sensitive investment strategy using enhanced open architecture that combines fundamental and quantitative analysis, third-party managers, and alternative investment strategies, supported by a comprehensive platform of affiliated service companies.

Private / alternative investments Options & derivatives strategies Active portfolio management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Dentist Executive Retired Established Professionals
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Christopher R

CFP®, Series 63, Series 65

Indianapolis, IN

Focus Partners Wealth, LLC

Christopher Rodgers is a CFP® with eight years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at Buckingham Strategic Wealth, LLC, World Equity Group, Financial Enhancement Group LLC, and KeyBank. Focus Partners Wealth serves a wide range of clients, including individuals, high-net-worth families, family offices, corporate entities, retirement plans, and institutions. The firm employs a long-term, tax- and fee-sensitive investment approach using enhanced open architecture, blending fundamental and quantitative analysis, and offers diverse investment strategies alongside an extensive network of affiliated service companies.

Private / alternative investments Options & derivatives strategies Active portfolio management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Dentist Executive Retired Established Professionals
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Robert P

CFP®, CFA®, PFS™, Series 63, Series 65

Indianapolis, IN

Focus Partners Wealth, LLC

Robert Phillips is a CFP®, CFA®, and PFS™ with 23 years of industry experience. He is currently with Focus Partners Wealth, LLC and previously worked at Spectrum Wealth Counsel, LLC and Spectrum Management Group, Inc. Phillips is also a member of Phoenix Partners, LLC, an investment entity formed with a co-owner of Slaint, LLC. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth clients, family offices, corporations, retirement plans, and institutions. The firm employs a long-term, tax- and fee-sensitive investment approach and offers a broad range of wealth management and advisory services, supported by an extensive network of affiliated service companies and product relationships.

Private / alternative investments Options & derivatives strategies Active portfolio management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Dentist Executive Retired Established Professionals
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Eric O

CFP®, Series 63, Series 66, Series 65

Indianapolis, IN

Focus Partners Wealth, LLC

Eric Ousley is a CFP® professional with 19 years of industry experience. He has worked at Focus Partners Wealth, LLC since 2024 and was previously with Buckingham Asset Management, LLC for 10 years. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, family offices, corporations, retirement plans, and institutional clients. The firm employs a long-term, tax- and fee-sensitive investment approach utilizing enhanced open architecture, combining fundamental and quantitative analysis with third-party managers, and offers a broad range of wealth management and advisory services.

Private / alternative investments Options & derivatives strategies Active portfolio management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Dentist Executive Retired Established Professionals
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Katherine C

CFP®, Series 65

Indianapolis, IN

Focus Partners Wealth, LLC

Katherine Collins is a CFP® with 18 years of industry experience, currently serving at Focus Partners Wealth, LLC since 2024. She previously worked for ten years at Buckingham Strategic Wealth, LLC. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, corporate and institutional clients, offering comprehensive investment management and wealth services. The firm employs a long-term, tax- and fee-sensitive investment approach using enhanced open architecture that integrates fundamental and quantitative analysis along with a network of affiliated service companies and product relationships.

Private / alternative investments Options & derivatives strategies Active portfolio management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Dentist Executive Retired Established Professionals
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Daniel M

CFP®, PFS™, Series 65

Indianapolis, IN

Focus Partners Wealth, LLC

Daniel Meiklejohn is a CFP® and PFS™ credentialed advisor with three years of industry experience. He has worked at Focus Partners Wealth, LLC since 2025 and previously spent one year at Spectrum Wealth Management, along with nine years at Ice Miller LLP. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, family offices, corporate, retirement plan, and institutional clients. The firm employs a long-term, tax- and fee-sensitive investment approach utilizing fundamental and quantitative analysis, third-party managers, and a range of strategies including public equities, fixed income, alternatives, and options-based overlays.

Private / alternative investments Options & derivatives strategies Active portfolio management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Dentist Executive Retired Established Professionals
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Brian S

CFP®, Series 63, Series 66

Indianapolis, IN

Focus Partners Wealth, LLC

Brian Short is a Certified Financial Planner™ with 13 years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at Spectrum Wealth Management, Fidelity Brokerage Services, and TD Ameritrade. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, corporate, retirement plan, and institutional clients. The firm employs a long-term, tax- and fee-sensitive investment approach that combines fundamental and quantitative analysis with a broad range of portfolio strategies, supported by an extensive network of affiliated service companies and product relationships.

Private / alternative investments Options & derivatives strategies Active portfolio management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Dentist Executive Retired Established Professionals
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Brian P

CFP®, Series 63, Series 66

Indianapolis, IN

Focus Partners Wealth, LLC

Brian Pingatore is a CFP® with 18 years of industry experience and is currently affiliated with Focus Partners Wealth, LLC. He previously worked at Buckingham Asset Management, LLC, and Tdameritrade, Inc. Focus Partners Wealth serves a wide range of clients, including individual, high-net-worth, family office, corporate, retirement plan, and institutional clients. The firm employs a long-term, tax- and fee-sensitive investment approach and offers a broad suite of wealth management services alongside an extensive network of affiliated service companies and product relationships.

Private / alternative investments Options & derivatives strategies Active portfolio management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Dentist Executive Retired Established Professionals
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Zachary Q

Series 65

Indianapolis, IN

Focus Partners Wealth, LLC

Zachary Quante is a financial advisor with Focus Partners Wealth, LLC in Indianapolis, IN. He holds a Series 65 designation and has one year of industry experience. Prior to joining Focus Partners Wealth, he worked at Spectrum Wealth Management for two years and was a full-time student for eight years. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth clients, family offices, corporations, retirement plans, and institutions. The firm employs a long-term, tax- and fee-sensitive investment approach utilizing enhanced open architecture, combining fundamental and quantitative analysis, and offering a broad range of investment and wealth management services.

Private / alternative investments Options & derivatives strategies Active portfolio management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Dentist Executive Retired Established Professionals
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Eric G

CFP®, Series 65, Series 66

Indianapolis, IN

Focus Partners Wealth, LLC

Eric Giddings is a CFP® professional affiliated with Focus Partners Wealth, LLC, based in Indianapolis, IN. He has one year of industry experience and previously worked at Padgett Business Advisors, Seber Tans PLC, Trifound, and Plante Moran. Focus Partners Wealth serves a diverse client base including individual, high-net-worth, family office, corporate, retirement plan, and institutional investors. The firm employs a long-term, tax- and fee-sensitive investment approach with a combination of fundamental and quantitative analysis, offering a broad range of wealth management and advisory services.

Private / alternative investments Options & derivatives strategies Active portfolio management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Dentist Executive Retired Established Professionals
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