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Witta P

Series 66

Scottsdale, AZ

Focus Partners Wealth, LLC

Witta Payackapan is a financial advisor at Focus Partners Wealth, LLC with 22 years of industry experience and holds the Series 66 designation. Prior to joining Focus Partners in 2025, he worked at Sonora Investment Management Group, E*TRADE Capital Management, Bank of America, Merrill, and Morgan Stanley. He serves on the board of Asian Corporate and Entrepreneur Leaders, a nonprofit organization focused on elevating the Asian community in Arizona. 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 combines active and passive strategies, including firm-affiliated private and registered funds and distinct strategies such as an Options Income Overlay and a trend-following sleeve.

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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Noah P

CFP®, Series 65

Scottsdale, AZ

Focus Partners Wealth, LLC

Noah Putnam is a CFP® professional with eight years of industry experience. He is currently with Focus Partners Wealth, LLC and has prior experience at Sonora Investment Management Group, LLC and Sonora Investment Management LLC. 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 combines active and passive strategies, and it offers a range of specialized investment programs and consulting services.

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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Jed B

CFP®, ChFC®, Series 63, Series 65

Scottsdale, AZ

Focus Partners Wealth, LLC

Jed Brody is a CFP® and ChFC® with 35 years of industry experience. He is currently with Focus Partners Wealth, LLC and has prior experience at Apollo Global Management, Griffin Capital Securities, and National Life Group. Outside of his advisory work, he volunteers as a Hebrew School teacher at Ortzion Synagogue and participates in financial counseling educational seminars for military personnel through Magellan Federal. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, and institutional investors, offering a range of wealth management, financial counseling, and fiduciary services. The firm employs a long-term, tax- and fee-sensitive investment approach that integrates fundamental and quantitative analysis along with a broad array of investment strategies and affiliated service 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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Ryan G

Series 63, Series 65

Scottsdale, AZ

Focus Partners Wealth, LLC

Ryan Gargol is a financial advisor with Focus Partners Wealth, LLC in Scottsdale, AZ, holding Series 63 and Series 65 licenses and having 16 years of industry experience. His prior roles include positions at Sonora Investment Management Group, LLC, Sonora Investment Management LLC, and The Vanguard Group, INC. He maintains a real estate license but does not actively engage in related business activities. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, institutions, and businesses, employing a long-term investment approach that integrates active and passive strategies within an enhanced open architecture framework. The firm offers a broad range of services including portfolio management, financial counseling, family office services, and fiduciary consulting.

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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Alex N

CFA®, Series 65

Scottsdale, AZ

Focus Partners Wealth, LLC

Alex Nielsen is a CFA® charterholder and holds a Series 65 license with four years of industry experience. He currently works at Focus Partners Wealth, LLC and has prior experience at Sonora Investment Management Group and The Wolff Company. Nielsen also served in the U.S. Navy. Focus Partners Wealth serves a diverse client base including individuals, family offices, corporations, and institutional investors. The firm employs a long-term, tax- and fee-sensitive investment approach using enhanced open architecture that combines fundamental and quantitative analysis, and it offers a wide range of wealth management and advisory services.

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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Ebersole G

Series 66

Scottsdale, AZ

Focus Partners Wealth, LLC

Ebersole Gaines is a financial advisor at Focus Partners Wealth, LLC with three years of industry experience. He holds a Series 66 designation and has worked previously at Sonora Investment Management Group, Bank of America, Merrill, and Pantheon Global Holdings. 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, tax- and fee-sensitive investment approach within an enhanced open architecture framework that combines active and passive strategies, separate account managers, private funds, mutual funds, and ETFs.

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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Michael A

Series 65

Scottsdale, AZ

Focus Partners Wealth, LLC

Michael Arko is a financial advisor at Focus Partners Wealth, LLC with 14 years of industry experience. He holds a Series 65 designation and previously worked at Sonora Investment Management and Sonora Investment Management Group. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, 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 that combines active and passive strategies.

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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Ludwell G

Series 63, Series 65

Scottsdale, AZ

Focus Partners Wealth, LLC

Ludwell Gaines IV is a financial advisor at Focus Partners Wealth, LLC with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Sonora Investment Management Group, LLC and Sonora Investment Management LLC. 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 combines active and passive strategies, separate account managers, and various fund types.

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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