John Clark is a CFP®, CFA®, and Series 66 licensed financial advisor with 19 years of industry experience. He currently works at Focus Partners Wealth, LLC and has previously held roles at The Colony Group, UBS Financial Services, and Raymond James Financial. He serves on the board of directors for the CFA Society of Naples, FL, where he helps plan events and oversee the society’s finances. Focus Partners serves individuals, families, family offices, and institutional clients with comprehensive wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach using a blend of active and passive strategies, third-party managers, and private funds under an enhanced open architecture framework.

Dawn Doebler is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Focus Partners Wealth, LLC since 2018. Her prior experience includes roles at Bridgewater Wealth & Financial Management, Madison Wealth Management, and Ferguson-Johnson Wealth Management, among others. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, family offices, and institutional clients, offering comprehensive wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that integrates both active and passive strategies alongside advanced portfolio management tools and access to private and registered pooled investment vehicles.

Roger Wade is a financial advisor with Focus Partners Wealth, LLC, holding a Series 63 designation and 41 years of industry experience. He previously worked at G. W. & Wade Asset Management Company, Inc. for 34 years and G. W. & Wade, Inc. for 38 years. Wade joined The Colony Group, LLC in 2024 before moving to his current firm. Focus Partners serves individuals, high-net-worth families, family offices, corporate, and institutional clients with a broad range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.