Emily Sippel is a CFP® and Series 65-registered advisor with 13 years of industry experience. She has worked at Focus Partners Wealth, LLC since 2026 and has prior experience at Kovitz Investment Group Partners, Fort Pitt Capital Group, Atlantic Trust Private Wealth Management, and Wingate Wealth Advisors. Focus Partners Wealth, LLC provides wealth management and advisory services to individuals, high-net-worth families, family offices, and institutional clients. The firm employs a long-term, tax- and fee-sensitive investment approach using a combination of active and passive strategies, third-party managers, and private funds, along with various portfolio management tools and legacy strategies from acquired firms.

Kaitlyn Haney is a CFP® professional with four years of industry experience. She currently works at Focus Partners Wealth, LLC and has prior experience with Kovitz Investment Group Partners, LLC and Fort Pitt Capital Group. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, corporate and institutional clients with comprehensive wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, private funds, and advanced portfolio management tools.

Paul Brahan is a Certified Financial Planner (CFP®) with eight years of industry experience. He currently works at Focus Partners Wealth, LLC and has previously held roles at Kovitz Investment Group Partners, Fort Pitt Capital Group, PNC Investments, Merrill, and Northwestern Mutual. Brahan studied at Syracuse University’s Whitman School of Management. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients, providing wealth management, financial and tax planning, and retirement plan consulting. The firm employs a long-term, tax- and fee-sensitive investment approach that blends active and passive strategies within an enhanced open architecture framework.

Charles Mattiucci is a financial advisor at Focus Partners Wealth, LLC with 15 years of industry experience. He holds the Series 66 designation and has worked at firms including Kovitz Investment Group Partners, Fort Pitt Capital Group, Fragasso Financial Advisors, LPL Financial, PNC Wealth Management, and Merrill. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial and tax planning, and retirement plan consulting services. The firm employs a long-term, tax- and fee-sensitive investment approach combining active and passive strategies within an enhanced open architecture framework.

Daryl Patten is a financial advisor with Focus Partners Wealth, LLC, holding Series 63, Series 65, and Series 66 designations and 19 years of industry experience. He has previously worked at Kovitz Investment Group Partners, LLC and Fort Pitt Capital Group LLC. 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 within an enhanced open architecture framework.

Matthew Villers is a CFP® and holds a Series 66 license with five years of industry experience. He is currently with Focus Partners Wealth, LLC and has prior experience at Kovitz Investment Group Partners LLC and Fidelity Investments. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial planning, and consulting services. The firm employs a long-term, tax- and fee-sensitive investment approach that blends active and passive strategies within an enhanced open architecture framework.

Cory Phillips is a CFP® professional with 10 years of industry experience, currently advising at Focus Partners Wealth, LLC. His prior roles include positions at Kovitz Investment Group Partners, Fort Pitt Capital Group, and Edward Jones. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with a comprehensive 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 within an enhanced open architecture framework.

Santo Liberto is a financial advisor at Focus Partners Wealth, LLC with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Kovitz Investment Group Partners, LLC and Fort Pitt Capital Group Inc. and LLC. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with a 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 separate account managers, and private funds.

Mariano Lopez is a financial advisor at Focus Partners Wealth, LLC with 15 years of industry experience and holds a Series 66 designation. His prior roles include positions at Kovitz Investment Group Partners, Fort Pitt Capital Group, Citizens Securities Inc., and PNC Wealth Management. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients, offering a range of wealth management and advisory services. The firm’s investment approach emphasizes long-term, tax- and fee-sensitive portfolio construction through an enhanced open architecture framework that combines active and passive strategies, third-party managers, and private funds.

Nathan Boxx is a CFP® certificant with 13 years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at Kovitz Investment Group Partners, LLC and Fort Pitt Capital Group. Focus Partners serves individuals, high-net-worth families, family offices, corporate and institutional clients with a range of wealth management and advisory services. The firm’s investment approach combines active and passive strategies within an enhanced open architecture framework, incorporating fundamental and quantitative analysis, private funds, and specialized portfolio tools.

Kyle Eichorn is a financial advisor at Focus Partners Wealth, LLC with Series 63 and Series 65 licenses and six years of industry experience. His prior roles include positions at Kovitz Investment Group Partners, Fort Pitt Capital Group, The Huntington Investment Company, Citizens Bank, and Wells Fargo Bank. From 2015 to 2019, he was involved with RAW Kyle LLC. Focus Partners Wealth serves individuals, high-net-worth 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 that integrates active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Emily Franco is a CFP® and holds a Series 65 license with eight years of industry experience. She has worked at Fort Pitt Capital Group LLC for nine years, Kovitz Investment Group Partners, LLC for two years, and currently at Focus Partners Wealth, LLC. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with comprehensive wealth management, advisory, and consulting services. The firm’s investment approach combines active and passive strategies within an enhanced open architecture framework, utilizing fundamental and quantitative analysis alongside specialized portfolio tools.

Theodore Bovard is a financial advisor with Focus Partners Wealth, LLC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior roles include positions at Kovitz Investment Group Partners, LLC and Fort Pitt Capital Group LLC. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services emphasizing long-term, tax- and fee-sensitive portfolio construction through a blend of active, passive, and alternative investment strategies.

William Engel is a CFP® with 19 years of experience in the financial industry. He is currently with Focus Partners Wealth, LLC and has previously worked at Kovitz Investment Group Partners, Fort Pitt Capital Group, and Bill Few Associates. Engel is a member of the Vistage Trusted Advisor Group in Pittsburgh, which provides mentorship and resources to business owners and financial professionals. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services. The firm’s investment approach combines active and passive strategies within an enhanced open architecture framework, utilizing fundamental and quantitative analysis and offering access to private funds and legacy strategies.

Derek Montanye is a financial advisor at Focus Partners Wealth, LLC with seven years of industry experience. He holds Series 63 and Series 66 credentials. Prior to joining Focus Partners Wealth, he worked at firms including Goldman Sachs, Morgan Stanley, Thrivent Financial, and JPMorgan Chase Bank. Outside of his advisory work, Montanye is a performing artist and guitarist in an 80s music cover band called That 80s Band LLC. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial planning, and investment 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 under an enhanced open architecture framework.

William Chaney is a financial advisor with Focus Partners Wealth, LLC in Pittsburgh, PA, holding Series 63 and Series 65 designations and 19 years of industry experience. He previously worked at Kovitz Investment Group Partners, LLC and Fort Pitt Capital Group LLC. Chaney serves as a trustee for the Stackpole Foundation. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with a range of wealth management and advisory services. The firm emphasizes long-term, tax- and fee-sensitive portfolio construction using an “enhanced open architecture” approach that combines active and passive strategies, third-party managers, and private funds.

Michael Blehar is a financial advisor at Focus Partners Wealth, LLC with 30 years of industry experience. He holds the Series 63 and Series 65 designations. His prior experience includes roles at Kovitz Investment Group Partners, LLC and Fort Pitt Capital Group LLC. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial planning, and consulting services. The firm uses 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.

Daniel Eye is a CFA® charterholder with 11 years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at Kovitz Investment Group Partners, Fort Pitt Capital Group, and Roof Advisory Group. Focus Partners Wealth serves individuals, families, family offices, and institutional clients with wealth management, financial and tax planning, and retirement plan consulting. The firm employs an enhanced open architecture investment approach that combines active and passive strategies, third-party managers, and private funds.

Zachary Lemasters is a financial advisor at Focus Partners Wealth, LLC with two years of industry experience. He holds a Series 66 designation and has previously worked at Cambridge Investment Research Advisors and other firms. Outside of his advisory role, he is also an independent insurance agent. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients, offering a range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that blends active and passive strategies within an enhanced open architecture framework.

Roman Day is a financial advisor at Focus Partners Wealth, LLC with six years of industry experience. He holds a Series 66 designation and has worked at several firms including Kovitz Investment Group Partners, LLC, Fort Pitt Capital Group LLC, and LPL Financial LLC. Focus Partners serves individuals, high-net-worth families, family offices, corporate, and institutional clients, providing wealth management, financial and tax planning, and retirement plan consulting. The firm employs a long-term, tax- and fee-sensitive investment approach combining active and passive strategies within an enhanced open architecture framework.

Eunji Kwon is a financial advisor at Focus Partners Wealth, LLC with five years of industry experience. She holds Series 63 and Series 65 designations and has previously worked at Kovitz Investment Group Partners, Fort Pitt Capital Group, Citizens Bank, J.P. Morgan Securities, and The Prudential Insurance Company of America. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients, offering a range of wealth management and advisory services. The firm’s investment approach combines active and passive strategies within an enhanced open architecture framework, utilizing fundamental and quantitative analysis alongside various specialized tools.

Skylar Riddle is a CFP® professional with 12 years of industry experience. He currently works at Focus Partners Wealth, LLC and has held previous positions at Kovitz Investment Group Partners, Fort Pitt Capital Group, PNC Investments, PNC Wealth Management, and Edward Jones. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, corporate and institutional clients with a range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach combining active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Beth Lynch is a CFP® with 19 years of industry experience, currently serving at Focus Partners Wealth, LLC since 2026. Her prior roles include positions at Kovitz Investment Group Partners, LLC, Fort Pitt Capital Group, and Schneider Downs Wealth Management Advisors, LP. Focus Partners Wealth, LLC provides wealth management and advisory services to individuals, high-net-worth families, family offices, and institutional clients. The firm employs a long-term, tax- and fee-sensitive investment approach utilizing a blend of active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.