Konrad Kern is a financial advisor at Focus Partners Wealth, LLC with seven years of industry experience. He holds a Series 65 designation and has previously worked at Media Wealth, LLC, Adero Partners, LLC, and Hines Warner Wealth Management, LLC. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with services including investment management, financial and tax planning, and employee benefit consulting. The firm employs a long-term, tax- and fee-sensitive investment approach blending active and passive strategies within an enhanced open architecture framework.

Mark Bates is a CFP® professional with 11 years of industry experience. He has worked at Focus Partners Wealth, LLC since 2025 and previously held roles at Adero Partners, LLC and Vista Wealth Management, LLC. 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 employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies with fundamental and quantitative analysis.

Minou Rhoades is a Series 65-licensed financial advisor with 10 years of industry experience. She is currently with Focus Partners Wealth, LLC and has previously worked at Adero Partners, LLC and Vista Wealth Management, LLC. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, investment 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, third-party managers, and private funds within an enhanced open architecture framework.

Tyson Beem is a financial advisor at Focus Partners Wealth, LLC with six years of industry experience. He has previously worked at Media Wealth and has been involved with Gelfand, Rennert, & Feldman since 1998, where he serves as CEO in a business management capacity. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients, offering 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 with access to private and registered pooled vehicles.

Gregory Warner is a CFP® with 19 years of experience in financial advising. He is currently with Focus Partners Wealth, LLC and previously worked at Adero Partners, LLC and Hines & Warner Wealth Management, LLC. 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.

Regan Smith is a CFP® and Series 66-registered advisor at Focus Partners Wealth, LLC with 10 years of industry experience. He previously worked at Adero Partners, LLC, Vista Wealth Management, and Annex Wealth Management, LLC. Focus Partners Wealth 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.

Joseph Guerra is a financial advisor at Focus Partners Wealth, LLC with two years of industry experience. He holds a Series 66 designation and has previously worked at firms including Raymond James & Associates and Adero Partners. Guerra has also held roles outside the advisory industry, including work at Texas State Tubes and Texas State University. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial planning, 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.

Michael Spector is a financial advisor at Focus Partners Wealth, LLC with 26 years of industry experience. He holds the PFS™ designation and Series 65 license. Prior to Focus Partners, he worked at Media Wealth, LLC, Adero Partners, LLC, and Vista Wealth Management, LLC. Outside of his advisory role, he manages L-Five, LLC, an entity involved in private real estate and private company investments. 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, third-party managers, and private funds within an enhanced open architecture framework focused on long-term, tax- and fee-sensitive portfolio construction.

Evan Rothschild is a financial advisor at Focus Partners Wealth, LLC with 14 years of industry experience. He holds the CFP®, CFA®, and Series 66 designations. His prior roles include positions at Adero Partners, Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Morris Rothschild Capital, and Founders Asset Management. He serves as a member of the investment committee for Jade PTC LLC, a private trust company. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with a comprehensive range of wealth management and advisory services. The firm’s investment approach combines active and passive strategies within a long-term, tax- and fee-sensitive portfolio construction framework.

Rebekah Mull is a CFP® with nine years of industry experience, currently serving as a financial advisor at Focus Partners Wealth, LLC. Her prior roles include positions at Adero Partners, LLC, Ebert Capital Management Inc., and Premier Financial Group. Focus Partners Wealth serves individuals, high-net-worth families, family offices, corporate, and institutional clients by offering comprehensive wealth management and advisory services. The firm emphasizes long-term, tax- and fee-sensitive portfolio construction through an enhanced open architecture approach that combines active and passive strategies, third-party managers, and private funds.

Jennifer Yacoube is a CFP® with 10 years of industry experience, currently advising at Focus Partners Wealth, LLC. She previously worked at Adero Partners, LLC, ALPS Distributors, Inc., Litman Gregory Asset Management, LLC, and The Strategic Financial Alliance, Inc. Outside of her advisory role, she owns and manages a vacation rental property in Dillon Beach. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with comprehensive wealth management services. The firm’s investment approach combines active and passive strategies within an enhanced open architecture framework, utilizing fundamental and quantitative analysis along with specialized tools such as trend-following and options overlay strategies.

Jayne Smith is a CFA® charterholder with 32 years of industry experience. She currently works at Focus Partners Wealth, LLC, joining the firm in 2025 after seven years at Adero Partners, LLC, six years at Vista Wealth Management, LLC, and nineteen years at Pacific Advisory Group Inc. 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 combining active and passive strategies within an enhanced open architecture framework.

Ann Moitra is a financial advisor at Focus Partners Wealth, LLC with Series 65 and Series 66 licenses and two years of industry experience. Prior to joining Focus Partners Wealth in 2025, she worked at Adero Partners for 14 years. 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 combines active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Alina Sohng is a CFP® with 16 years of industry experience, currently serving at Focus Partners Wealth, LLC since 2025. She previously worked at Adero Partners, LLC, Griffin Black, Inc., Cassaday & Company, and Wilson Bennett Capital Management Inc. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial planning, and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that integrates both active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Leilah Buker is a financial advisor at Focus Partners Wealth, LLC with two years of industry experience. She holds a Series 65 designation and has previously worked at Adero Partners, Brighton Jones, and Ferguson Wellman Capital Management. 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 that combines active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Connor Mc Mahon is a CFP® professional affiliated with Focus Partners Wealth, LLC, based in Walnut Creek, CA, with three years of industry experience. His prior roles include positions at Media Wealth, LLC, Adero Partners, LLC, Infinity Financial Services Advisory, Infinity Securities, Inc., and Farmers Insurance. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial planning, 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 within an enhanced open architecture framework.

Eric Swensen is a CFP® with 21 years of industry experience, currently serving as a financial advisor at Focus Partners Wealth, LLC since 2025. He previously worked at Adero Partners, LLC for seven years and Vista Wealth Management, LLC for twelve years. Swensen is also an investor with Vista Venture Partners. Focus Partners Wealth serves individuals, high-net-worth families, family offices, corporate and institutional clients, including ERISA retirement plans, offering a wide 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.

James Knight is a financial advisor with Focus Partners Wealth, LLC in Walnut Creek, CA, holding Series 63 and Series 65 licenses and having 23 years of industry experience. His prior roles include positions at Adero Partners, Vista Wealth Management, and The Portola Group Inc. He is also a member of Vista Venture Partners, an investment-related entity. 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 that integrates active and passive strategies, third-party managers, and private funds under an enhanced open architecture framework.

Sarah Robinson is a CFP® with 11 years of industry experience. She is currently with Focus Partners Wealth, LLC and previously worked at Adero Partners, LLC and Hines Warner Wealth Management, LLC. Focus Partners 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 that combines active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.