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Ethan S

Series 65

St. Louis, MO

Focus Partners Wealth, LLC

Ethan Singer is a financial advisor at Focus Partners Wealth, LLC with two years of industry experience. He holds a Series 65 designation and has worked previously at The Colony Group, LLC and Buckingham Strategic Partners, LLC. Focus Partners 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.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business sale tax planning Dentist Founder/Business Owner Executive Retired Established Professionals Approaching retirement Values-based investing
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James C

CFP®, Series 63, Series 65

St. Louis, MO

Focus Partners Wealth, LLC

James Cornfeld is a CFP® professional with 20 years of industry experience currently affiliated with Focus Partners Wealth, LLC. He has worked at Buckingham Asset Management, LLC since 2007 and joined The Colony Group, LLC in 2024. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial and tax planning, family office services, and retirement plan consulting. The firm’s investment approach combines active and passive strategies within an enhanced open architecture framework, utilizing fundamental and quantitative analysis alongside innovative tools like trend-following and options overlay strategies.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business sale tax planning Dentist Founder/Business Owner Executive Retired Established Professionals Approaching retirement Values-based investing
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Alison L

Series 65

St. Louis, MO

Focus Partners Wealth, LLC

Alison Lynch is a financial advisor with Focus Partners Wealth, LLC, holding a Series 65 designation and eight years of industry experience. Her prior roles include positions at The Colony Group, LLC, Buckingham Strategic Wealth, LLC, and Clarity Financial Planners. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients, offering a comprehensive suite of 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.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business sale tax planning Dentist Founder/Business Owner Executive Retired Established Professionals Approaching retirement Values-based investing
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William T

Series 65

St. Louis, MO

Focus Partners Wealth, LLC

William Thum is a Series 65-licensed financial advisor at Focus Partners Wealth, LLC with nine years of industry experience. He previously worked at Buckingham Asset Management from 2011 and joined The Colony Group, LLC in 2024. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with a broad range of wealth management, financial planning, and consulting services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies and uses fundamental and quantitative analysis alongside specialized tools such as trend-following and options overlay strategies.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business sale tax planning Dentist Founder/Business Owner Executive Retired Established Professionals Approaching retirement Values-based investing
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Logan B

Series 63, Series 65

St. Louis, MO

Focus Partners Wealth, LLC

Logan Ballard is a financial advisor with Focus Partners Wealth, LLC, holding Series 63 and Series 65 licenses and eight years of industry experience. He has worked at firms including The Colony Group, Buckingham Strategic Wealth, Areotek Inc, Wells Fargo Clearing Services, TD Ameritrade, and Scottrade. 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 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.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business sale tax planning Dentist Founder/Business Owner Executive Retired Established Professionals Approaching retirement Values-based investing
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Denise D

Series 63, Series 65

St. Louis, MO

Focus Partners Wealth, LLC

Denise Duffy is a financial advisor at Focus Partners Wealth, LLC with 18 years of industry experience. She holds Series 63 and Series 65 licenses and has been with The Colony Group, LLC since 2000. Focus Partners serves individuals, high-net-worth families, family offices, corporate and institutional clients, offering a broad range of wealth management and advisory services. The firm’s investment approach combines active and passive strategies within an enhanced open architecture framework, emphasizing long-term, tax- and fee-sensitive portfolio construction.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business sale tax planning Dentist Founder/Business Owner Executive Retired Established Professionals Approaching retirement Values-based investing
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Kelly H

CFP®, Series 63, Series 65

St. Louis, MO

Focus Partners Wealth, LLC

Kelly Hokanson is a CFP® with 25 years of industry experience, currently serving at Focus Partners Wealth, LLC. Her prior roles include positions at The Colony Group, LLC, Bam Management, LLC, Buckingham Strategic Wealth, LLC, and The Planned Approach, Inc. She holds Series 63 and Series 65 licenses. Outside of her advisory work, she is a member of several real estate-related entities and Stellys Inc. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach using a blend of active and passive strategies, and it offers access to private funds and legacy strategies from multiple mergers.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business sale tax planning Dentist Founder/Business Owner Executive Retired Established Professionals Approaching retirement Values-based investing
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Erica B

CFP®, Series 65

St. Louis, MO

Focus Partners Wealth, LLC

Erica Bouchard is a CFP® and holds a Series 65 license, with 16 years of industry experience. She currently works at Focus Partners Wealth, LLC and has prior experience at The Colony Group, LLC and Buckingham Strategic Wealth, LLC. Focus Partners Wealth, LLC 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 within an enhanced open architecture framework.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business sale tax planning Dentist Founder/Business Owner Executive Retired Established Professionals Approaching retirement Values-based investing
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Jackson T

Series 65

St. Louis, MO

Focus Partners Wealth, LLC

Jackson Tucker is a financial advisor at Focus Partners Wealth, LLC with three years of industry experience. He holds a Series 65 designation and has previously worked at Mariner Wealth Advisors and the Iowa State University Foundation. Focus Partners 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, integrating multiple analytical tools and legacy strategies.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business sale tax planning Dentist Founder/Business Owner Executive Retired Established Professionals Approaching retirement Values-based investing
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Michael W

CFP®, Series 65

St. Louis, MO

Focus Partners Wealth, LLC

Michael Wright is a CFP® and holds a Series 65 license with 14 years of industry experience. He has worked at The Colony Group, LLC since 2012 and briefly at Mintz Levin Financial Advisors LLC. He is based in St. Louis, MO. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial and tax planning, and retirement consulting. The firm employs a long-term, tax- and fee-sensitive investment approach blending active and passive strategies within an enhanced open architecture framework.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business sale tax planning Dentist Founder/Business Owner Executive Retired Established Professionals Approaching retirement Values-based investing
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Sara C

CFP®, Series 63, Series 65

St. Louis, MO

Focus Partners Wealth, LLC

Sara Cooke is a CFP® with 17 years of industry experience, currently with Focus Partners Wealth, LLC in St. Louis, MO. Her prior experience includes roles at The Colony Group, Buckingham Asset Management, and Morgan Stanley. Focus Partners 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 combines active and passive strategies within an enhanced open architecture framework.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business sale tax planning Dentist Founder/Business Owner Executive Retired Established Professionals Approaching retirement Values-based investing
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Patrick K

CFP®, Series 63, Series 65

St. Louis, MO

Focus Partners Wealth, LLC

Patrick Kuster is a CFP® professional with 14 years of industry experience, currently serving at Focus Partners Wealth, LLC. His prior roles include positions at The Colony Group, Buckingham Strategic Wealth, Blueprint Wealth Alliance, Voya Financial Advisors, and Zenith Marketing Group. Outside of his advisory work, he is involved with Fully Vested Advice, Inc., where he engages in research, writing, speaking, and consulting on financial, tax, and estate planning education for advisors and other professionals. 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 within an enhanced open architecture framework that integrates active and passive strategies, third-party managers, and private funds.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business sale tax planning Dentist Founder/Business Owner Executive Retired Established Professionals Approaching retirement Values-based investing
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Michael H

CFP®

St. Louis, MO

Focus Partners Wealth, LLC

Michael Haber is a Certified Financial Planner® with 12 years of industry experience. He has worked at The Colony Group, LLC since 2013. Haber is based in St. Louis, MO. He is affiliated with Focus Partners Wealth, LLC, an enterprise firm serving individuals, high-net-worth families, family offices, and institutional clients. The firm offers comprehensive wealth management services using a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party managers, and private funds.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business sale tax planning Dentist Founder/Business Owner Executive Retired Established Professionals Approaching retirement Values-based investing
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Elliot D

CFP®, Series 63, Series 65

St. Louis, MO

Focus Partners Wealth, LLC

Elliot Dole is a CFP® certificant with 16 years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at The Colony Group, LLC, Bam Management, LLC, and Buckingham Strategic Wealth, LLC. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients, offering comprehensive wealth management including investment management, financial and tax planning, and retirement plan consulting. The firm employs a long-term, tax- and fee-sensitive investment approach using a blend of active and passive strategies within an enhanced open architecture framework.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business sale tax planning Dentist Founder/Business Owner Executive Retired Established Professionals Approaching retirement Values-based investing
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Joseph F

CFP®, CFA®, Series 63, Series 65, Series 66

St. Louis, MO

Focus Partners Wealth, LLC

Joseph Frontczak is a CFP® and CFA® with 14 years of experience in financial advisory services. He currently works at Focus Partners Wealth, LLC and has previously held positions at The Colony Group, LLC, Buckingham Strategic Wealth, LLC, and Stifel. Focus Partners serves individuals, high-net-worth families, family offices, corporate and institutional clients, providing wealth management, financial and tax planning, family office and business management, and retirement plan consulting. The firm uses a long-term, tax- and fee-sensitive investment approach combining active and passive strategies within an enhanced open architecture framework.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business sale tax planning Dentist Founder/Business Owner Executive Retired Established Professionals Approaching retirement Values-based investing
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Maryann V

CFP®, Series 63, Series 66

St. Louis, MO

Focus Partners Wealth, LLC

Maryann Vognild is a CFP® with 19 years of industry experience, currently serving at Focus Partners Wealth, LLC. Her prior roles include positions at The Colony Group, Buckingham Strategic Wealth, GreenCourse Financial Advisors, and Crown Capital Securities. Focus Partners Wealth serves individuals, high-net-worth families, family offices, corporate, and institutional clients with a broad array of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework, combining active and passive strategies, third-party managers, and private funds.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business sale tax planning Dentist Founder/Business Owner Executive Retired Established Professionals Approaching retirement Values-based investing
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Charles M

CFP®, Series 65, Series 66

St. Louis, MO

Focus Partners Wealth, LLC

Charles Moran is a financial advisor at Focus Partners Wealth, LLC with 16 years of industry experience. He holds the CFP® designation as well as Series 65 and Series 66 licenses. His prior work includes roles at The Colony Group, LLC, Buckingham Strategic Wealth, LLC, and Edward Jones. Focus Partners serves individuals, families, family offices, and institutional clients with wealth management, financial planning, and retirement consulting. The firm employs a long-term, tax- and fee-sensitive investment approach, combining active and passive strategies with fundamental and quantitative analysis.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business sale tax planning Dentist Founder/Business Owner Executive Retired Established Professionals Approaching retirement Values-based investing
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Kathleen M

CFP®

St. Louis, MO

Focus Partners Wealth, LLC

Kathleen Marsden is a CFP® professional with 12 years of experience in financial advising. She has worked at Buckingham Strategic Wealth, LLC since 2014 and joined The Colony Group, LLC in 2024. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and corporate and institutional clients with a variety of wealth management and advisory services. The firm combines active and passive strategies within an enhanced open architecture framework, emphasizing long-term, tax- and fee-sensitive portfolio construction.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business sale tax planning Dentist Founder/Business Owner Executive Retired Established Professionals Approaching retirement Values-based investing
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Gavin C

Series 66

St. Louis, MO

Focus Partners Wealth, LLC

Gavin Cook is a financial advisor at Focus Partners Wealth, LLC in St. Louis, MO, holding a Series 66 designation with five years of industry experience. His prior roles include positions at CETERA Advisor Networks LLC, Renaissance Financial Corp, and Minnesota Life Insurance Company. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients, offering services such as investment management, financial planning, and retirement plan consulting. The firm employs an enhanced open architecture investment approach that integrates active and passive strategies, third-party managers, and private funds.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business sale tax planning Dentist Founder/Business Owner Executive Retired Established Professionals Approaching retirement Values-based investing
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Austin S

CFP®, Series 63, Series 65

St. Louis, MO

Focus Partners Wealth, LLC

Austin Schettler is a CFP® professional at Focus Partners Wealth, LLC with five years of industry experience. He has worked at several firms, including The Colony Group, LLC, Buckingham Strategic Wealth, LLC, Severin Investments, TD Ameritrade, and Krilogy Financial. Prior to his advisory career, he was associated with Mizzou for four years. Focus Partners Wealth 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, blending active and passive strategies, third-party managers, and private funds under an enhanced open architecture framework.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business sale tax planning Dentist Founder/Business Owner Executive Retired Established Professionals Approaching retirement Values-based investing
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