Joseph Swanson 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 The Colony Group, LLC and Buckingham Strategic Wealth. He also spent five years at Webster University. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial planning, and investment advisory services. The firm uses a long-term, tax- and fee-sensitive portfolio approach that combines active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Jacob Neiner is a CFP® professional at Focus Partners Wealth, LLC with five years of industry experience. He previously worked at Moneta Group Investment Advisors, LLC for multiple periods totaling seven years, and has held roles at University of Missouri - St. Louis, Uber, and other organizations. Focus Partners serves a range of clients including individuals, high-net-worth families, family offices, and institutional clients, offering wealth management, financial and tax planning, and retirement plan consulting. The firm employs a long-term, tax- and fee-sensitive investment approach combining active and passive strategies within an enhanced open architecture framework.

Heidi Rogan is a Series 66-licensed financial advisor with five years of industry experience. She is currently with Focus Partners Wealth, LLC and has previously worked at The Colony Group, Buckingham Strategic Wealth, Stifel, Moneta Group, and MetLife/MassMutual. Outside of her advisory role, she is also a notary. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial planning, and retirement plan consulting. The firm employs a long-term, tax- and fee-sensitive investment approach using both active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Edward Schiela is a financial advisor at Focus Partners Wealth, LLC with 21 years of industry experience. He holds the Series 63 and Series 66 designations and has been with The Colony Group, LLC since 2003. Focus Partners serves individuals, high-net-worth families, family offices, corporate and institutional clients, offering a range of wealth management and advisory services. The firm emphasizes long-term, tax- and fee-sensitive portfolio construction using an enhanced open architecture framework that combines active and passive strategies with private funds and third-party managers.

Ryne Vickery is a financial advisor at Focus Partners Wealth, LLC with 14 years of industry experience. He holds the CFP® designation, as well as Series 65 and Series 66 licenses. Prior to joining Focus Partners Wealth in 2024, he worked for Buckingham Strategic Wealth, LLC for 15 years and Securian Financial Services, Inc. for 2 years. Focus Partners serves individuals, high-net-worth families, family offices, 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, utilizing fundamental and quantitative analysis along with alternative tools such as trend-following and options overlay strategies.

Colin Place 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 and the Massachusetts Department of Revenue. Prior to his financial career, he spent time in education and other roles at Bucknell University and Wellesley Middle/High School. 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 approach that combines active and passive strategies, using both fundamental and quantitative analysis alongside specialized tools such as trend-following and options overlay strategies.

Matthew Pranschke is a CFP® professional with four years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at The Colony Group, LLC, Buckingham Strategic Wealth, and Benefit Plans Plus. 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 using both active and passive strategies, alongside access to private funds and tailored financial solutions.

Jennifer Wiechel is a CFP® with 16 years of experience in the financial industry. She is currently with Focus Partners Wealth, LLC and has previously worked at The Colony Group, LLC, Buckingham Strategic Wealth, LLC, Regions Investment Management, Inc., and AmSouth Asset Management, Inc. Focus Partners serves individuals, high-net-worth families, family offices, corporate and institutional clients with wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that integrates active and passive strategies within an enhanced open architecture framework.

Frederick Macdonald is a CFP® and CFA® with 26 years of experience in financial advising. He currently works at Focus Partners Wealth, LLC and has previously been with The Colony Group, LLC and Mintz Levin Financial Advisors LLC. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, 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 that combines active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Susan Hanlon is a financial advisor with Focus Partners Wealth, LLC, holding Series 65 and Series 66 licenses and 17 years of industry experience. She has worked at Focus Partners Wealth since 2024 and previously spent 11 years at Buckingham Strategic Wealth, LLC, along with prior roles at First Heartland Consultants, Inc. and Edward Jones. Focus Partners serves individuals, high-net-worth families, family offices, corporate, 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, third-party managers, and private funds within an enhanced open architecture framework.

Christie Maclin is a financial advisor at Focus Partners Wealth, LLC with 10 years of industry experience. She holds a Series 66 designation and previously worked at Edward Jones for 29 years. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, advisory services, and access to private and registered pooled vehicles. 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.

Madaline Creehan is a financial advisor at Focus Partners Wealth, LLC with 23 years of industry experience. She holds a Series 65 designation and has worked at firms including The Colony Group, LLC, BAM Management LLC, Buckingham Strategic Wealth, LLC, Buckingham Asset Management Inc, and Brand Asset Management Group, Inc. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients, offering a range of wealth management and advisory services. The firm uses an investment approach that blends active and passive strategies within an enhanced open architecture framework, incorporating both fundamental and quantitative analysis.

Adam Schweizer is a Series 65 licensed advisor at Focus Partners Wealth, LLC with eight years of industry experience. He previously worked at The Colony Group, LLC and Buckingham Strategic Wealth, LLC among other firms. Before his advisory career, he spent nine years in the Rockwood School District. Focus Partners Wealth, LLC provides wealth management and advisory services to individuals, high-net-worth families, family offices, and institutional clients. The firm employs an investment approach combining active and passive strategies within a tax- and fee-sensitive framework and offers a range of financial, tax, and retirement planning services.

Tammy Courtney is a CFP® certificant with 21 years of industry experience, currently serving at Focus Partners Wealth, LLC. She has worked at several firms, including Buckingham Strategic Wealth, LLC, where she has held roles since 2007 with a break between 2008 and 2010, as well as Morgan Keegan & Company, LLC and The Colony Group, LLC. Focus Partners Wealth, LLC serves a diverse client base including individuals, high-net-worth families, family offices, 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, incorporating fundamental and quantitative analysis alongside various specialized portfolio tools.

Christina Keys is a CFP® with 15 years of experience in financial advising, currently with Focus Partners Wealth, LLC since 2024. Her prior roles include positions at Buckingham Strategic Wealth, Keel Point Capital, NATIONAL PLANNING CORPORATION, and DM Bruce Associates. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, tax and financial planning, and retirement plan consulting. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Chase Moceri is a CFP® and holds a Series 66 designation with five years of industry experience. He currently works at Focus Partners Wealth, LLC and previously held positions at Buckingham Strategic Wealth, Ameriprise, UniGroup, and Missouri State University. Outside of his advisory role, he serves as an assistant coach for a high school hockey program. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial planning, and investment services. The firm employs a long-term, tax- and fee-sensitive investment approach using a blended mix of active and passive strategies alongside access to private funds and customized portfolio management.

Gabrielle Miller is a financial advisor at Focus Partners Wealth, LLC with two years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Stifel and Charles Schwab & Co., Inc. before joining Focus Partners. Focus Partners Wealth 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 emphasizes a long-term, tax- and fee-sensitive investment approach that blends active and passive strategies within an enhanced open architecture framework.

Kurt Wunderlich is a CFP® and Series 66 credentialed advisor with 13 years of industry experience. He is currently with Focus Partners Wealth, LLC and has held prior roles at The Colony Group, LLC, Buckingham Strategic Wealth, LLC, and Edward Jones. 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 that combines active and passive strategies within an enhanced open architecture framework.

Christopher Gibbons is a financial advisor at Focus Partners Wealth, LLC with four years of industry experience. He holds a Series 66 designation and has previously worked at Buckingham Strategic Wealth, Northwestern Mutual Wealth Management Company, and Boeing, among others. Outside of his advisory role, Gibbons is the owner and Chief Operating Officer of Blick Health, a business focused on providing nutritional services and personalized health plans. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with a range of wealth management and advisory services. The firm’s investment approach combines active and passive strategies under an enhanced open architecture framework, emphasizing long-term, tax- and fee-sensitive portfolio construction.

Jonathan Lee is a Series 65-licensed financial advisor with 10 years of industry experience. He has worked at Focus Partners Wealth, LLC since 2024 and previously spent 11 years at The Colony Group, LLC. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, corporate, and institutional clients with wealth management, financial planning, and advisory services. The firm’s investment approach incorporates long-term, tax- and fee-sensitive portfolio construction using a blend of active and passive strategies, third-party managers, and private funds.