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Ryan B

CFP®, Series 65

Portland, OR

Focus Partners Wealth, LLC

Ryan Berning is a CFP® with nine years of industry experience, currently serving at Focus Partners Wealth, LLC since 2024. He previously worked at Buckingham Strategic Wealth, LLC, Confluence Wealth Management, and CTC myCFO. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, family offices, corporations, retirement plans, and institutional investors. The firm employs a long-term, tax- and fee-sensitive investment approach utilizing enhanced open architecture that integrates fundamental and quantitative analysis, consultant-derived assumptions, and third-party managers.

Private / alternative investments Options & derivatives strategies Active portfolio management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Dentist Executive Retired Established Professionals
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Joshua C

CFP®, Series 66

Portland, OR

Focus Partners Wealth, LLC

Joshua Cepeda is a CFP® and holds a Series 66 license, with 25 years of experience in the financial advisory industry. He is currently with Focus Partners Wealth, LLC and has previously worked at The Colony Group, LLC, Buckingham Strategic Wealth, LLC, Confluence Wealth Management, and Wells Fargo Advisors. Focus Partners Wealth, LLC provides wealth advisory and investment management services to a diverse client base including individuals, high-net-worth families, family offices, 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 alongside various specialized offerings.

Private / alternative investments Options & derivatives strategies Active portfolio management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Dentist Executive Retired Established Professionals
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Travis H

CFP®, Series 66

Portland, OR

Focus Partners Wealth, LLC

Travis Harper is a CFP® and holds a Series 66 license with 11 years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at The Colony Group, Buckingham Strategic Wealth, Confluence Wealth Management, McGee Wealth Management, and Raymond James Financial Services. 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 alongside various specialized offerings.

Private / alternative investments Options & derivatives strategies Active portfolio management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Dentist Executive Retired Established Professionals
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Brent M

Series 65

Portland, OR

Focus Partners Wealth, LLC

Brent Mc Kee is a financial advisor with Focus Partners Wealth, LLC in Portland, OR, holding a Series 65 license and one year of industry experience. Prior to joining Focus Partners Wealth, he worked at Cambia Health Solutions for six years and XPO Logistics for two years. Outside of his advisory role, he serves as treasurer of the Heron Lakes Men's Club, where he oversees financial matters and expense monitoring. Focus Partners Wealth serves a wide range of clients, including individuals, high-net-worth families, corporate and institutional clients, offering investment management and comprehensive wealth services. The firm employs a long-term, tax- and fee-sensitive investment approach that integrates fundamental and quantitative analysis with multiple asset strategies and a broad network of affiliated service companies.

Private / alternative investments Options & derivatives strategies Active portfolio management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Dentist Executive Retired Established Professionals
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Geoffrey G

Series 65

Portland, OR

Focus Partners Wealth, LLC

Geoffrey Gabala is a financial advisor at Focus Partners Wealth, LLC in Portland, OR. He holds a Series 65 designation and has been with Focus Partners Wealth since 2026. His prior work experience includes roles at Northern Lights Advisors, Inc., HITT Contracting, Foundation Development Group, Pullman SST, and Hensel Phelps, as well as time at the University of Michigan. Focus Partners Wealth serves individual, high-net-worth, family office, corporate, retirement plan, and institutional clients, offering a range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach, combining fundamental and quantitative analysis with a broad network of affiliated service companies and product relationships.

Private / alternative investments Options & derivatives strategies Active portfolio management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Dentist Executive Retired Established Professionals
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Waiyee W

CFP®, Series 66

Portland, OR

Focus Partners Wealth, LLC

Waiyee Wong is a CFP® and Series 66-licensed financial advisor with 11 years of industry experience. She is currently with Focus Partners Wealth, LLC and previously worked at Buckingham Strategic Wealth, LLC and Confluence Wealth Management LLC. Wong serves as Vice Chair of the Board of Directors for the Portland Japanese Garden Foundation, a nonprofit overseeing the organization's endowment investments. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach combining active and passive strategies within an enhanced open architecture framework.

Private / alternative investments Options & derivatives strategies Active portfolio management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Dentist Executive Retired Established Professionals
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