Sonora, CA Office

Katlyn Nielson is a financial advisor with Focus Advisor Solutions, LLC, holding Series 65 and Series 63 licenses and bringing 13 years of industry experience. She has worked at Focus Partners Advisor Solutions since 2018 and previously spent seven years at Loring Ward. Focus Advisor Solutions provides turnkey asset management and back-office services mainly to independent registered investment advisors and their clients, offering diversified mutual fund and ETF model portfolios, fixed-income sub-advisory, and retirement plan investment management. The firm manages significant assets with a relatively small advisor base, combining enterprise scale and specialized fiduciary services.

Lindsay Wales is a financial advisor at Focus Advisor Solutions, LLC with seven years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at The Colony Group, Buckingham Strategic Wealth, and Wells Fargo. Focus Advisor Solutions provides turnkey asset management and back-office services primarily to independent registered investment advisors and their clients, offering diversified mutual fund and ETF model portfolios along with discretionary fixed-income management and retirement plan fiduciary services. The firm combines enterprise scale with a small advisor base, managing roughly $41 billion in assets across about 33,000 clients.