Dante Peterson is a CFP® with three years of industry experience, currently serving as a financial advisor at Focus Partners Wealth, LLC. He has held roles at Kovitz Investment Group Partners, LLC, and TMD Wealth Management LLC. Prior to his financial advisory career, he was involved with the Arizona GOP and has experience working at Arizona State University and other organizations. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, retirement plans, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that integrates active and passive strategies, separate account managers, private funds, mutual funds, and ETFs.

Gavin Lyons is a CFP® professional with 14 years of industry experience, currently serving at Focus Partners Wealth, LLC since 2026. His prior roles include positions at Kovitz Investment Group Partners, LLC, TMD Wealth Management LLC, One Charles Private Wealth, and TMD & Associates, Inc. He is a member of the Schwab Client Experience Panel, providing feedback on custodian client experience on a voluntary basis. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, corporate, retirement plan, and institutional clients, offering comprehensive wealth management, financial counseling, and fiduciary services. The firm employs a long-term, tax- and fee-sensitive investment approach combining fundamental and quantitative analysis with a range of investment options and a network of affiliated service companies.

Eric Anthony is a CFP®, ChFC®, and holds a Series 66 license with nine years of industry experience. He is currently with Focus Partners Wealth, LLC and previously worked at Kovitz Investment Group Partners, LLC, TMD Wealth Management LLC, One Charles Private Wealth, and The Vanguard Group, Inc. 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 using enhanced open architecture, combining fundamental and quantitative analysis with third-party managers and alternative strategies, supported by a broad network of affiliated service companies and product relationships.

Todd Douma is a CFP® with 25 years of industry experience, currently serving at NorthCoast Asset Management LLC. His prior roles include positions at Focus Partners Wealth, Kovitz Investment Group Partners, TMD Wealth Management, One Charles Private Wealth, Tmg General Partnership, and TMD & Associates. He serves on the boards of Buena Vista Health & Recovery, Beacon Partners Fund, and The Shufeldt Family Foundation, advising on healthcare investments and philanthropic activities. NorthCoast Asset Management provides investment advisory services to individuals, retirement plans, corporations, and charitable organizations. The firm employs a quantitative and systematic investment approach, offering a broad range of portfolio management strategies across multiple asset classes and often manages client relationships on a discretionary basis.

Michael Fetsko is a Series 65-licensed advisor with Focus Partners Wealth, LLC in Scottsdale, AZ, where he has worked since 2026. He has one year of industry experience and previously worked at MAI Capital Management, Wells Fargo Advisors, and Liberty Home Mortgage. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth clients, family offices, corporations, retirement plans, and institutions. The firm employs a long-term, tax- and fee-sensitive investment approach utilizing fundamental and quantitative analysis alongside a network of affiliated service companies and product relationships.

Taylor Bolm is a financial advisor at NorthCoast Asset Management LLC with a Series 65 designation and no prior industry experience. His work history includes roles at Focus Partners Wealth, Kovitz Investment Group Partners, and Silverleaf Country Club. NorthCoast Asset Management provides investment advisory services to individuals, retirement plans, corporations, and charitable organizations. The firm employs a quantitative and systematic investment approach using proprietary models and offers a wide range of portfolio management strategies.