Daniel Newquist is a CFP® professional with 26 years of industry experience, currently affiliated with Focus Partners Wealth, LLC. His prior work includes roles at The Colony Group, LLC, Buckingham Strategic Wealth, LLC, and SECURITIES AMERICA, Inc., among others. Newquist has also been involved with the Charter School of Morgan Hill Foundation. Focus Partners Wealth serves individuals, families, charitable organizations, corporations, and institutional retirement plans, offering comprehensive investment management and financial planning services. The firm employs a long-term investment approach emphasizing tax and fee sensitivity, using a combination of active and passive strategies alongside specialized solutions tailored to client needs.

Daniel May is a financial advisor with Focus Partners Wealth, LLC, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. His prior work includes roles at The Colony Group, Buckingham Strategic Wealth, and Charles Schwab. Outside of financial advising, he participates in a professional networking group called LGNG, where he occasionally assists with report generation. Focus Partners Wealth serves individuals, families, charitable organizations, corporations, and institutional retirement plans by providing investment management, financial planning, and related services. The firm employs a long-term, tax- and fee-sensitive investment approach utilizing a blend of active and passive strategies alongside third-party managers and private funds, tailoring portfolios to clients’ specific needs.