Brian Howles is a CFP®, CFA®, and Series 65 registered financial advisor at Focus Partners Wealth, LLC with 17 years of industry experience. He previously worked at Flagship Capital Management for 16 years and GYL Financial Synergies for one year before joining Focus Partners Wealth. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, family offices, corporations, retirement plans, and institutions. The firm employs a long-term, tax- and fee-sensitive investment approach combining fundamental and quantitative analysis, third-party managers, and alternative strategies, supported by an extensive network of affiliated service companies and product relationships.

Alan Schapire is a CFP® and PFS™ with 15 years of industry experience. He has worked at Focus Partners Wealth, LLC since 2024, following roles at Buckingham Strategic Wealth, LLC and Convergent Financial Strategies LLC. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, corporate, retirement plan, and institutional clients, offering a wide range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach combining fundamental and quantitative analysis with third-party management and integrates a broad network of affiliated service companies beyond typical custody or manager platforms.

Bruce Hotaling is a CFA® charterholder with 19 years of industry experience, currently serving at Focus Partners Wealth, LLC since 2024. He previously worked at GYL Financial Synergies, LLC and led Hotaling Investment Management, LLC for over a decade. Hotaling is a board member of The Merchant Fund, a non-investment organization based in Philadelphia. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, family offices, corporations, retirement plans, and institutions, offering a range of wealth management and advisory services. The firm utilizes a long-term, tax- and fee-sensitive investment approach incorporating fundamental and quantitative analysis, as well as a broad network of affiliated service companies and product relationships.

Jennie Wilber is a CFP® professional with three years of industry experience, currently affiliated with Focus Partners Wealth, LLC. Her prior roles include positions at The Colony Group, LLC and Hotaling Investment Management. Focus Partners Wealth serves a broad range of clients including individuals, high-net-worth families, corporate, retirement plan, and institutional investors. The firm offers investment management and comprehensive wealth services through a long-term, tax- and fee-sensitive investment approach utilizing fundamental and quantitative analysis combined with third-party managers and a variety of investment strategies.

Carl Nadwodny Jr. is a CFP® and CFA® credentialed financial advisor with 11 years of industry experience. He is currently with Focus Partners Wealth, LLC and previously worked at Buckingham Strategic Wealth, LLC and Convergent Financial Strategies LLC. Focus Partners Wealth serves a broad range of clients including individuals, high-net-worth families, family offices, corporate, retirement plan, and institutional clients. The firm employs a long-term, tax- and fee-sensitive investment approach using enhanced open architecture, combining fundamental and quantitative analysis with third-party managers, and offers a comprehensive suite of wealth management services.

Ian Mac Kinnon is a financial advisor at Focus Partners Wealth, LLC with three years of industry experience. He holds a Series 66 designation and has previously worked at WealthBridge Financial and Edmund Optics, Inc. Outside of his advisory role, he owns and operates Attainable Real Estate IQ, LLC, a real estate business involved in buying, renovating, and selling investment properties. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, retirement plans, institutions, and businesses. The firm’s investment approach combines active and passive strategies within a tax- and fee-sensitive framework and offers a range of services including portfolio management, financial counseling, and fiduciary consulting.