Carol Cassoli is a financial advisor at Focus Partners Wealth, LLC with 21 years of industry experience. She holds a Series 66 designation and previously worked for G.W. & Wade, Inc. and GW & Wade Asset Management Company for over 26 years. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial planning, and retirement consulting services. The firm’s investment approach combines active and passive strategies with fundamental and quantitative analysis, using various tools and integrating legacy strategies from multiple mergers.

Harold Gianopulos is a CFP® with 32 years of industry experience, currently affiliated with Focus Partners Wealth, LLC. His career includes roles at Kovitz Investment Group Partners, Kovitz Securities, Harrisdirect LLC, and Foreside Financial Services. He serves as chairman of the investment committee for the Barrington Area Community Foundation. Focus Partners Wealth, LLC provides wealth management and advisory services to individuals, high-net-worth families, family offices, and institutional clients, employing a long-term, tax- and fee-sensitive investment approach that integrates active and passive strategies, third-party managers, and private funds.