Advisors at this firm
Constanza J
Series 63, Series 65
Maitland, FL
Focus Partners Advisor Solutions, LLC
Constanza Jelambi Illanes is a financial advisor with Focus Partners Advisor Solutions, LLC, holding Series 63 and Series 65 designations and seven years of industry experience. Her prior roles include positions at Stifel, Buckingham Strategic Wealth, Multi-Bank Securities, and Wells Fargo Clearing Services. She has also been involved with organizations such as the YMCA Mid County and Lindenwood University. Focus Partners Advisor Solutions, LLC is an enterprise firm with 43 advisors, providing financial advisory services that emphasize comprehensive client solutions.
Mark S
Series 63, Series 65
St. Louis, MO
Focus Partners Advisor Solutions, LLC
Mark Sheridan is a financial advisor with Focus Partners Advisor Solutions, LLC, holding Series 63 and Series 65 licenses and seven years of industry experience. His background includes roles at Buckingham Strategic Partners, MassMutual, Wells Fargo Clearing Services, LPL Financial, and Northwestern Mutual. Focus Partners Advisor Solutions, LLC is an enterprise firm with 43 advisors, offering wealth management and financial planning services.
Blerina H
Series 63, Series 65
Largo, FL
Focus Partners Advisor Solutions, LLC
Blerina Hysi is a financial advisor at Focus Partners Advisor Solutions, LLC with 12 years of industry experience. She holds Series 63 and Series 65 designations. Her prior roles include positions at The Colony Group, LLC and Buckingham Strategic Partners, LLC. Focus Partners Advisor Solutions, LLC is an enterprise firm with 43 advisors.
David H
CFP®, Series 66
Santa Clara, CA
Focus Partners Advisor Solutions, LLC
David Hanna is a CFP® and Series 66-licensed advisor with nine years of industry experience. He is currently with Focus Partners Advisor Solutions, LLC and has previously worked at Buckingham Strategic Partners, Foreside Financial Services, LLC, and Loring Ward. Outside of his advisory work, he serves as Treasurer and CFO of the Assyrian American Association of San Jose, managing expenses and budgeting for the cultural organization. Focus Partners Advisor Solutions, LLC is an enterprise firm with 43 advisors that provides investment advisory services.
Angela S
CFP®, Series 63
Seattle, WA
Focus Partners Advisor Solutions, LLC
Angela Stover is a CFP® with 24 years of industry experience, currently serving at Focus Partners Advisor Solutions, LLC. She has held prior roles at Buckingham Strategic Partners and Loring Ward Financial Inc., among others. Angela is based in Seattle, WA. Focus Partners Advisor Solutions, LLC is an enterprise firm with 43 advisors, providing comprehensive advisory services.
Christopher H
Series 65
St. Louis, MO
Focus Partners Advisor Solutions, LLC
Christopher Hadeler is a financial advisor with Focus Partners Advisor Solutions, LLC and holds a Series 65 designation. He has one year of industry experience and has worked at Buckingham Strategic Partners, LLC since 2014. Focus Partners Advisor Solutions, LLC is an enterprise firm with 43 advisors.
Seng S
Series 66
Visalia, CA
Focus Partners Advisor Solutions, LLC
Seng Saechao is a financial advisor with Focus Partners Advisor Solutions, LLC and holds a Series 66 designation. He has 18 years of industry experience and has previously worked with firms including Buckingham Strategic Partners, LLC, Foreside Financial Services, LLC, and Loring Ward Securities Inc. Focus Partners Advisor Solutions, LLC operates as an enterprise with 43 advisors, providing advisory services within a collaborative firm structure.
Matthew M
Series 63, Series 65, Series 66
Phoenix, AZ
Focus Partners Advisor Solutions, LLC
Matthew Miller is a financial advisor with Focus Partners Advisor Solutions, LLC in Phoenix, AZ, holding Series 63, 65, and 66 licenses and 18 years of industry experience. He has worked at multiple firms including Versant Capital Management and Continuum Capital Management. In addition to advising, he serves as a Regional Director managing a sales team that supports other advisors. Focus Partners Advisor Solutions, LLC is an enterprise firm with 43 advisors, providing wealth management services and supporting financial professionals through a collaborative approach.
Michael O
CFP®, Series 63
Lookout Mountain, TN
Focus Partners Advisor Solutions, LLC
Michael Ozburn is a CFP® professional with 27 years of industry experience, currently serving at Focus Partners Advisor Solutions, LLC since 2018. He previously worked at Loring Ward from 2014 to 2018. Based in Lookout Mountain, TN, Ozburn holds a Series 63 designation and is also a registered representative with Foreside Financial Services, LLC. Focus Partners Advisor Solutions, LLC is an enterprise-level firm with 43 advisors, providing business and investment solutions to Buckingham advisors.
Sean B
Series 63, Series 65
Bloomingdale, IL
Focus Partners Advisor Solutions, LLC
Sean Brooks is a financial advisor with Focus Partners Advisor Solutions, LLC, holding Series 63 and Series 65 credentials and 15 years of industry experience. He has worked at several firms including Loring Ward Financial Inc and Assetmark Brokerage, LLC. Brooks manages financial advisor relationships in the Great Lakes region. Focus Partners Advisor Solutions, LLC is an enterprise firm with 43 advisors that provides investment advisory services.
Thuy T
Series 66
San Jose, CA
Focus Partners Advisor Solutions, LLC
Thuy Tran is a financial advisor at Focus Partners Advisor Solutions, LLC with 21 years of industry experience. She holds the Series 66 designation and has worked at Buckingham Strategic Partners since 2018. Her prior experience includes roles at Foreside Financial Services, LLC, Loring Ward Securities Inc., and Lwi Financial Inc. Focus Partners Advisor Solutions, LLC is an enterprise firm comprised of 43 advisors.
Andrew F
CFP®, Series 63, Series 66
St. Louis, MO
Focus Partners Advisor Solutions, LLC
Andrew Fenton is a CFP® with 13 years of industry experience, currently serving at Focus Partners Wealth, LLC. His prior roles include positions at Buckingham Strategic Wealth, The Leaders Group, First Element Insurance Planners, and Edward Jones. He is based in St. Louis, MO. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, retirement plans, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that incorporates active and passive strategies, private funds, and ETFs.
Carter S
Series 63, Series 65
St. Louis, MO
Focus Partners Advisor Solutions, LLC
Carter Schmid is a financial advisor with Focus Partners Advisor Solutions, LLC in St. Louis, MO, holding Series 63 and Series 65 designations and having 10 years of industry experience. His career includes roles at Foreside Financial Services, Buckingham Strategic Wealth, Clayton Financial Group, PJ Robb Variable Corp, and Time Financial. He also serves as a regional director and advisor consultant/coach for smaller firms in the Southeast region. Focus Partners Advisor Solutions, LLC is an enterprise firm with 43 advisors that provides consulting and support services tailored to independent investment advisory firms.
Sheldon M
Series 63, Series 65
San Jose, CA
Focus Partners Advisor Solutions, LLC
Sheldon Mcfarland is a financial advisor with Focus Partners Advisor Solutions, LLC, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He previously worked at Lwi Financial Inc. and Loring Ward Securities Inc. from 2006 to 2018. He also serves as Vice President of Portfolio Strategy and Research at Focus Partners Advisor Solutions. Focus Partners Advisor Solutions, LLC is an enterprise firm with 43 advisors that provides investment advisory services.
Jeffery Y
CFP®, Series 65
St. Louis, MO
Focus Partners Advisor Solutions, LLC
Jeffery Yorg is a CFP® and holds a Series 65 license with 11 years of industry experience. He currently works at Focus Partners Advisor Solutions, LLC and has prior experience with The Colony Group, LLC, Buckingham Strategic Partners, and Gurtin Fixed Income Management, LLC. Outside of advising, he serves as an adjunct professor teaching public finance at the University of Texas - Austin and is an alderman for the City of Clayton, Missouri. Focus Partners Advisor Solutions, LLC is an enterprise-level firm with 43 advisors, providing financial services to a diverse client base.