Adam Roeder is a financial advisor at Focus Partners Wealth, LLC with five years of industry experience. He holds a Series 65 designation and has previously worked at The Colony Group, LLC, Buckingham Strategic Wealth, LLC, and Krilogy Financial. Outside of finance, his background includes roles at Auto Spa, Northern Michigan University, and the Janesville Jets NAHL. Focus Partners Wealth 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 combining active and passive strategies, third-party managers, and private funds under an enhanced open architecture framework.

David Ressner is a financial advisor at Focus Partners Wealth, LLC with 24 years of industry experience. He holds the Series 66 designation and has previously worked at The Colony Group, LLC, Buckingham Asset Management, LLC, and operated his own firm, RESSNER Financial Planning LLC. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with comprehensive wealth management 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.

Jennifer O'Connor is a CFP® professional based in Saint Louis, MO, with four years of industry experience. She is currently with Focus Partners Wealth, LLC, having previously worked at Vista Finance, Moneta Group Investment Advisors, Anderson Hoagland & Co., U.S. Bank N.A., and Central Trust Company. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with 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, employing fundamental and quantitative analysis alongside specialized tools such as trend-following and options overlay strategies.

Rebecca Winkler is a CFP® with six years of industry experience, currently with Focus Partners Wealth, LLC since 2024. She previously worked at Buckingham Strategic Wealth, LLC and GreenCourse Financial Advisors, among other firms. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients, offering a wide range of wealth management and advisory services. The firm’s investment approach combines active and passive strategies within an enhanced open architecture framework, leveraging fundamental and quantitative analysis alongside specialized tools such as trend-following and options overlay strategies.

Mallory Harrell is a Series 65 licensed advisor at Focus Partners Wealth, LLC with seven years of industry experience. Her prior roles include positions at The Colony Group, LLC and Buckingham Asset Management, LLC, as well as earlier experience at AG Industries. 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 that combines active and passive strategies within an enhanced open architecture framework.

John Morard is a financial advisor at Focus Partners Wealth, LLC, holding a Series 65 license with one year of industry experience. His prior roles include positions at Arathi Consulting, Severin Investments, and US Bank. Focus Partners serves individuals, high-net-worth families, family offices, corporate, 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 combining active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Alicia Lewis is a financial advisor at Focus Partners Wealth, LLC with seven years of industry experience. She holds a Series 65 designation and has worked previously at Buckingham Strategic Wealth, LLC and The Colony Group, LLC. 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’s investment approach combines active and passive strategies within an enhanced open architecture framework, utilizing fundamental and quantitative analysis alongside specialized tools such as trend-following and options overlay strategies.

Jarrett Simpson is a CFP® with 13 years of industry experience, currently affiliated with Focus Partners Wealth, LLC in St. Louis, MO. His prior experience includes roles at The Colony Group, LLC and Buckingham Strategic Wealth, LLC. Focus Partners Wealth 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 integrates active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Stephen Weiss is a CFP® and holds a Series 65 license, with 13 years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at The Colony Group, LLC and Buckingham Strategic Wealth, LLC. Focus Partners serves individuals, high-net-worth families, family offices, and corporate 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, utilizing fundamental and quantitative analysis alongside specialized tools such as trend-following and options overlay strategies.

Thomas Leire is a financial advisor at Focus Partners Wealth, LLC with three years of industry experience. He holds a Series 65 designation and has held positions at The Colony Group, Conning, KLR, Reltio, and other firms. 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’s investment approach emphasizes long-term, tax- and fee-sensitive portfolio construction using a blend of active and passive strategies within an enhanced open architecture framework.

Samuel Brooks is a CFP®-certified financial advisor with five years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at firms including Buckingham Strategic Wealth, United Income, and BNY Mellon. Outside of financial services, he has worked in recreation and academia. Focus Partners 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 blends active and passive strategies within an enhanced open architecture framework.

Grant Heutel is a CFP® and holds a Series 65 license with seven years of industry experience. He joined Focus Partners Wealth, LLC in 2024 after six years at Buckingham Strategic Wealth, LLC and previous roles at Principal Securities, Inc. and Schuster Financial Services. Heutel also spent four years at the University of Missouri Columbia early in his career. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients, providing wealth management and advisory services including investment management, financial planning, and retirement plan consulting. The firm employs a long-term, tax- and fee-sensitive investment approach utilizing a combination of active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Ashley Brooks is a CFP® professional based in St. Louis, MO, with four years of industry experience. She has worked at Focus Partners Wealth, LLC since 2024 and previously held roles at Buckingham Strategic Wealth, Centurion Wealth Management, and Financial 360, LLC. Outside of financial advising, she has experience at Gathering Grounds Cafe and George Mason University. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial planning, and employee benefit consulting. The firm employs an investment approach that combines active and passive strategies through an enhanced open architecture framework, integrating quantitative analysis and diversified portfolio management tools.

Joseph Wichlenski is a financial advisor at Focus Partners Wealth, LLC with a Series 65 credential and one year of industry experience. His prior work includes roles at The Colony Group, LLC, Buckingham Strategic Wealth, LLC, and Morgan Stanley. Outside of advisory work, he has experience in the carwash business. Focus Partners serves individuals, families, and institutional clients with wealth management, financial and tax planning, family office services, and retirement plan consulting. The firm’s investment approach uses a combination of active and passive strategies, third-party managers, and private funds within a long-term, tax- and fee-sensitive framework.

Brian Haywood is a financial advisor at Focus Partners Wealth, LLC with 20 years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining Focus Partners, Haywood worked for Buckingham Strategic Wealth for 17 years and held roles at BAM Advisor Services, LLC and Buckingham Asset Management Inc. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, advisory, and retirement plan consulting 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.

Andrew Wig is a CFA® charterholder affiliated with Focus Partners Wealth, LLC with 21 years of industry experience. He 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, family office and business management, and retirement plan consulting. The firm employs a long-term, tax- and fee-sensitive investment approach that integrates active and passive strategies, third-party managers, private funds, and quantitative tools within an enhanced open architecture framework.

Timothy Palen III is a financial advisor at Focus Partners Wealth, LLC with two years of industry experience. He holds Series 63 and Series 65 licenses. His prior roles include positions at Wells Fargo Clearing Services, Us Tech Solutions, Northwestern Mutual, and other firms. Focus Partners Wealth serves individuals, high-net-worth families, family offices, corporate, and institutional clients, offering 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.

Leigh Capelli is a CFP® with over four years of experience in the financial industry. She currently works at Focus Partners Wealth, LLC and previously held positions at Buckingham Strategic Wealth, Ameritas Investment Corp, and other firms. In addition to her advisory roles, she was involved with Anthonino's Taverna from 2013 to 2020. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with a broad range of wealth management and advisory services. The firm blends active and passive investment strategies within a tax- and fee-sensitive framework, utilizing fundamental and quantitative analysis alongside specialized tools such as trend following and options overlay strategies.

Wendy Hartman is a Certified Financial Planner® with 15 years of industry experience. She is currently with Focus Partners Wealth, LLC and has held positions 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 with a range 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.

Marco Nesrallah Ferrari is a financial advisor with Focus Partners Wealth, LLC in St. Louis, MO. He holds Series 63 and Series 65 credentials and has one year of industry experience. Prior to joining Focus Partners, he worked in roles at Uber, DoorDash, Lyft, and various other companies. Focus Partners Wealth, LLC 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 that combines active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.