Daniel Newquist is a CFP® professional with 25 years of experience in the financial services industry. He is currently with Focus Partners Wealth, LLC and has held prior roles at The Colony Group, Buckingham Strategic Wealth, and Securities America, among others. From 2016 to 2020, he was involved with the Charter School of Morgan Hill Foundation. 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, combining active and passive strategies across various investment vehicles and managing a range of private and registered funds.

Daniel May is a financial advisor with Focus Partners Wealth, LLC, holding Series 63 and Series 66 designations and 34 years of industry experience. His prior roles include positions at The Colony Group, Buckingham Strategic Wealth, Securities America, RNP Advisory Services, and Foothill Securities. He participates in a local networking group, LGNG, where he occasionally assists with financial reporting and analysis. Focus Partners Wealth serves a diverse client base ranging from individual to institutional investors and offers comprehensive wealth management, financial counseling, and sub-advisory services. The firm employs a long-term, tax- and fee-sensitive investment strategy that integrates fundamental and quantitative analysis alongside third-party managers, with access to a wide range of investment products and affiliated service companies.