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Robert S

CFA®

St. Louis, MO

Focus Partners Wealth, LLC

Robert Schundler is a CFA® charterholder with 20 years of industry experience. He is currently with Focus Partners Wealth, LLC and has been with The Colony Group, LLC since 2005. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial and tax planning, and employee benefit consulting. The firm emphasizes 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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Corey H

CFA®

St. Louis, MO

Focus Partners Wealth, LLC

Corey Hendershot is a CFA® charterholder currently with Focus Partners Wealth, LLC and has been with the firm since 2024, following prior experience at Buckingham Strategic Wealth. He is based in St. Louis, MO. Focus Partners Wealth serves individuals, high-net-worth families, family offices, corporate, and institutional clients with wealth management, financial and tax planning, retirement consulting, and access to private and pooled investment vehicles. The firm uses a long-term, tax- and fee-sensitive 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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Joseph K

Series 65

St. Louis, MO

Focus Partners Wealth, LLC

Joseph Kraninger is a financial advisor at Focus Partners Wealth, LLC in St. Louis, MO, holding a Series 65 designation with two years of industry experience. His prior roles include work at Craft Beer NY and Villanova University. Focus Partners serves a diverse clientele including individuals, high-net-worth families, family offices, and institutional clients, providing wealth management, financial planning, and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach through an enhanced open architecture framework combining active, passive, and private fund 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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Annamarie H

Series 66

St. Louis, MO

Focus Partners Wealth, LLC

Annamarie Hernandez is a financial advisor with Focus Partners Wealth, LLC in St. Louis, MO, holding a Series 66 credential and one year of industry experience. Her prior work includes roles at Ameriprise, MML Investors Services, MassMutual Life Insurance Company, and Thrivent-related firms. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with comprehensive wealth management and advisory services. The firm employs an investment approach combining active and passive strategies within an enhanced open architecture framework, integrating various tools and private fund access.

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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Ryan K

Series 66

Saint Louis, MO

Focus Partners Wealth, LLC

Ryan Kellis is a financial advisor with Focus Partners Wealth, LLC in Saint Louis, MO, holding a Series 66 designation and two years of industry experience. Prior to joining Focus Partners Wealth, he worked at Bank of America and Merrill. Kellis also spent time at the University of Missouri - St. Louis and LeafFilter in roles outside the financial industry. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients, offering wealth management, investment management, financial and tax planning, and retirement plan consulting. The firm employs an investment approach that combines active and passive strategies within an enhanced open architecture framework, utilizing fundamental and quantitative analysis alongside specialized 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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Stephen S

Series 63

St. Louis, MO

Focus Partners Wealth, LLC

Stephen Sadler is a financial advisor at Focus Partners Wealth, LLC with 32 years of industry experience. He holds the Series 63 designation and has worked at The Colony Group LLC since 1987. Focus Partners serves individuals, high-net-worth families, family offices, corporate, and institutional clients, offering wealth management, financial and tax planning, and retirement plan consulting. The firm’s investment approach integrates active and passive strategies through a long-term, tax- and fee-sensitive framework using fundamental and quantitative analysis along with 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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Donald R

CFP®, Series 63, Series 65

St. Louis, MO

Focus Partners Wealth, LLC

Donald Rochleau II is a CFP® with 11 years of industry experience, currently serving at Focus Partners Wealth, LLC since 2024. Prior to joining Focus Partners, he worked at Bam Management, LLC and Buckingham Strategic Wealth, LLC. Focus Partners 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 using a blend of 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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Michael B

CFP®

St. Louis, MO

Focus Partners Wealth, LLC

Michael Ball is a CFP® professional based in St. Louis, MO, with eight years of experience in the financial services industry. Prior to joining Focus Partners Wealth, LLC in 2026, he worked at Moneta Group for eight years and Robert Half for five years. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients, offering 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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Scot C

CFP®, Series 63, Series 65

St. Louis, MO

Focus Partners Wealth, LLC

Scot Colgrove is a Certified Financial Planner (CFP®) with 16 years of experience in the financial services industry. He is currently with Focus Partners Wealth, LLC, where he has worked since 2024, following a 17-year tenure at Buckingham Asset Management, LLC. Focus Partners Wealth serves individuals, high-net-worth families, family offices, corporate, and institutional clients with wealth management and advisory services. The firm’s investment approach blends 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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Kieran F

Series 65

St. Louis, MO

Focus Partners Wealth, LLC

Kieran Favazza is a financial advisor at Focus Partners Wealth, LLC with a Series 65 credential and one year of industry experience. His prior roles include positions at Focus Partners Advisor Solutions, Midtown Mercantile LLC, and Saint Louis University, as well as involvement with Favazza's, Inc. from 2022 to 2025. 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. 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 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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Matthew M

Series 65

St. Louis, MO

Focus Partners Wealth, LLC

Matthew Mulhearn is a financial advisor at Focus Partners Wealth, LLC, holding a Series 65 designation with one year of industry experience. His background includes roles at Focus Partners Advisor Solutions, Buckingham Strategic Partners, and several minor league baseball teams along with Webster University. 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.

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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Noah L

Series 65

St. Louis, MO

Focus Partners Wealth, LLC

Noah Langdon is a financial advisor at Focus Partners Wealth, LLC with a Series 65 designation and one year of industry experience. Prior to joining Focus Partners, he held positions at the University of Missouri - Columbia and CSI Leasing. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients, offering a range of wealth management and advisory services. The firm employs an investment approach that combines active and passive strategies within an enhanced open architecture framework, integrating various 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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Anita M

Series 65

St. Louis, MO

Focus Partners Wealth, LLC

Anita Muminovic is a Series 65-registered advisor with seven years of industry experience. She has worked at The Colony Group, LLC, Buckingham Strategic Wealth, LLC, and Moneta Group. She is affiliated with Focus Partners Wealth, LLC, an enterprise firm that serves individual, high-net-worth family, family office, 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 using both 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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Elisabeth T

CFA®

St. Louis, MO

Focus Partners Wealth, LLC

Elisabeth Talbot is a CFA® charterholder with 31 years of industry experience. She has been with The Colony Group LLC since 1991. 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 through 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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Eric S

CFP®, Series 65

St. Louis, MO

Focus Partners Wealth, LLC

Eric Schaefer is a CFP® and Series 65-licensed advisor with eight years of industry experience. He is currently with Focus Partners Wealth, LLC and has prior experience at firms including The Colony Group, LLC and Buckingham Strategic Wealth, LLC. He has also held roles in financial education at LoneStar Financial Education, LLC and taught at the University of Illinois. Focus Partners Wealth, LLC serves individuals, high-net-worth 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 blending 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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Thomas H

CFP®, Series 65

St. Louis, MO

Focus Partners Wealth, LLC

Thomas Haug is a CFP® and Series 65-registered financial advisor with nine years of industry experience. He is currently with Focus Partners Wealth, LLC and has prior experience at The Colony Group, LLC and Buckingham Asset Management, LLC. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial planning, retirement consulting, and access to private and registered pooled investment vehicles. 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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Jacob F

Series 65

St. Louis, MO

Focus Partners Wealth, LLC

Jacob Fechter is a financial advisor at Focus Partners Wealth, LLC with 10 years of industry experience. He holds the Series 65 designation and has previously worked at The Colony Group, LLC and Buckingham Asset Management, LLC. Focus Partners 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 using a blend of 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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Samantha A

Series 65

St. Louis, MO

Focus Partners Wealth, LLC

Samantha Allen is a financial advisor at Focus Partners Wealth, LLC with two years of industry experience. She holds a Series 65 designation and previously worked at Buckingham Strategic Wealth, LLC for seven years, as well as MB Health for two years. Focus Partners Wealth, LLC 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 blends active and passive strategies, utilizing fundamental and quantitative analysis alongside specialized tools and access to affiliated 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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Jeremy B

Series 63, Series 65

St. Louis, MO

Focus Partners Wealth, LLC

Jeremy Bleyenberg is a financial advisor at Focus Partners Wealth, LLC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Buckingham Asset Management, LLC for nine years and LPL Financial for three years. He is based in St. Louis, MO. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients, offering wealth management, financial planning, and retirement plan consulting. The firm’s investment approach blends active and passive strategies within an enhanced open architecture framework, utilizing fundamental and quantitative analysis alongside alternative 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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Robert B

CFP®, CFA®, Series 63

St. Louis, MO

Focus Partners Wealth, LLC

Robert Bertman is a CFP®, CFA®, and holds a Series 63 license with nine years of industry experience. He is currently with Focus Partners Wealth, LLC in St. Louis, MO, and has previously worked at The Colony Group, Buckingham Strategic Wealth, Eidelman Virant Capital, and operated Family Budget Expert, a business providing budgeting services to legacy families. Focus Partners Wealth, LLC serves individuals, high-net-worth 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 combining active and passive strategies, third-party managers, and private funds with a focus on 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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