Deerfield, IL 500 Lake Cook Road Suite 205 Office

Edward Gray III is a CFP® and Series 66-registered advisor with 15 years of industry experience. He is currently with The Colony Group, LLC and Buckingham Asset Management, LLC, having previously worked at Financial Solutions Advisory Group, Inc. and Morgan Stanley. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial and tax planning, employee benefit consulting, and access to private and registered pooled investment vehicles. The firm employs an investment approach that blends active and passive strategies within an enhanced open architecture framework, incorporating fundamental and quantitative analysis alongside alternative tools such as trend-following and options overlay strategies.

John Lothery is a financial advisor at Focus Partners Wealth, LLC with five years of industry experience. He holds a Series 66 designation and has previously worked with OSAIC and Journey Financial Group. Focus Partners serves a diverse client base, including individuals, high-net-worth families, family offices, and institutional clients, offering 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.

Shequeta Rice is a Series 65-licensed financial advisor at Focus Partners Wealth, LLC with three years of industry experience. Prior to joining Focus Partners, she worked at The Mather Group, LLC and Forum Financial Management, LP, and spent ten years employed by General Motors. 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 employs a long-term, tax- and fee-sensitive investment approach using both active and passive strategies within an enhanced open architecture framework.

Clayton Foster is a CFP® with five years of industry experience, currently serving at Focus Partners Wealth, LLC since 2024. He previously worked at Mariner Wealth Advisors and has held positions at Mooney Lyons, Triad Advisors, and the University of Missouri. Focus Partners 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 combines active and passive strategies within an enhanced open architecture framework.

Douglas Crimmins is a financial advisor at Focus Partners Wealth, LLC with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Kovitz Investment Group Partners, LLC and Relative Value Partners Group, LLC. Focus Partners serves individuals, high-net-worth families, family offices, corporate and institutional clients with wealth management 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 through an enhanced open architecture framework.

Joli Fridman is a CFP® professional with eight years of experience in financial advising. She has worked at The Colony Group, LLC since 2024, following six years at Buckingham Strategic Wealth, LLC and one year at Stevens Wealth Management. She is based in Deerfield, IL. Focus Partners Wealth, LLC 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 investment approach that combines active and passive strategies within an enhanced open architecture framework.