John Clark is a CFP® and CFA® charterholder with 18 years of industry experience. He has been with The Colony Group, LLC since 2013. Clark serves on the board of directors for the CFA Society of Naples, where he helps plan events and oversee the organization’s finances. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, institutions, and businesses. The firm employs a long-term investment approach that emphasizes tax- and fee-sensitivity and combines active and passive strategies within 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. Prior to that, she worked at Bridgewater Wealth & Financial Management, LLC. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, family offices, corporations, retirement plans, and institutions. The firm employs a long-term, tax- and fee-sensitive investment approach that incorporates fundamental and quantitative analysis, third-party managers, and alternative strategies, supported by a broad network of affiliated service companies and product relationships.

Roger Wade is a financial advisor at Focus Partners Wealth, LLC with 40 years of industry experience. He holds a Series 63 designation and has worked previously at The Colony Group, LLC and for over three decades at G. W. & Wade Asset Management Company, Inc. and G. W. & Wade, Inc. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, high-net-worth families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term investment approach that emphasizes tax- and fee-sensitivity within an enhanced open architecture framework, combining active and passive strategies across various investment vehicles.