Indianapolis, IN E. 96th Street Office

Lindsey Weber is a CFP® and holds a Series 65 license, with 11 years of experience in the financial services industry. She has worked at Focus Partners Wealth, LLC since 2025 and previously held roles at The Colony Group, LLC and Buckingham Asset Management. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with 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 within an enhanced open architecture framework.

Andrew Collins is a CFP® with 13 years of industry experience. He is currently with Focus Partners Wealth, LLC and previously worked at Buckingham Strategic Wealth, LLC, The Leaders Group, Inc., and Capitas Financial, Inc. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and corporate and institutional clients with 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.

Cole Mc Carter is a financial advisor with Focus Partners Wealth, LLC in Indianapolis, IN. He holds a Series 65 credential and has two years of industry experience. His prior roles include positions at Spectrum Wealth Management and Aviation Tax Consultants, as well as a full-time student period lasting nine years. 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 using a combination of active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Samuel Katuzienski is a CFP® professional with five years of industry experience, currently with Focus Partners Wealth, LLC. His prior roles include positions at Buckingham Strategic Wealth, Northwestern Mutual Investment Services, Charles Schwab, and Fifth Third Bank. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and corporate and institutional clients with wealth management, financial planning, and retirement plan consulting. The firm utilizes a long-term, tax- and fee-sensitive investment approach combining active and passive strategies, private funds, and third-party managers within an enhanced open architecture framework.

Tia Lee is a CFP® professional with 13 years of industry experience. She is currently with Focus Partners Wealth, LLC and previously worked at Spectrum Wealth Counsel, LLC and Spectrum Management Group, Inc. She is based in Indianapolis, IN. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, advisory services, 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, third-party managers, and private funds within an enhanced open architecture framework.

Brian Roemke is a financial advisor at Focus Partners Wealth, LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses. His prior roles include positions at Buckingham Strategic Wealth, LLC and Prudential Insurance Company of America. Focus Partners Wealth serves individuals, families, family offices, and institutional clients with wealth management, financial planning, and consulting services. The firm employs a long-term, tax- and fee-sensitive investment approach blending active and passive strategies within an enhanced open architecture framework.

Michael Clayman is a CFP® with 23 years of industry experience, currently advising at Focus Partners Wealth, LLC. His prior roles include ten years at Buckingham Asset Management, LLC, and earlier positions at Hufford Advisors, LLC, Schwab Wealth Advisory, and Charles Schwab. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial and tax planning, and consulting services. The firm’s investment approach combines active and passive strategies within an enhanced open architecture framework, incorporating private funds and third-party managers.

Christopher Rodgers is a CFP® with eight years of industry experience, currently serving at Focus Partners Wealth, LLC since 2024. He has prior experience with Buckingham Strategic Wealth, World Equity Group, Financial Enhancement Group, and KeyBank. Focus Partners Wealth, LLC provides wealth management and advisory services to individuals, high-net-worth families, family offices, corporate, and institutional clients. 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.

Robert Phillips is a financial advisor at Focus Partners Wealth, LLC with 23 years of industry experience. He holds the CFP®, CFA®, and PFS™ designations and has worked at firms including Raymond James & Associates and KeyBanc Capital Markets Inc. Phillips is a member of PHOENIX PARTNERS, LLC, an investment vehicle formed with a co-owner of Slaint, LLC. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients, providing wealth management, financial planning, and investment 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.

Eric Ousley is a CFP® with 19 years of experience in the financial advisory industry. He currently works at Focus Partners Wealth, LLC and has held prior roles at Buckingham Asset Management, LLC, Hufford Advisors, LLC, and Charles Schwab. Focus Partners Wealth serves individuals, high-net-worth families, family offices, corporate, and institutional clients with comprehensive 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.

Katherine Collins is a CFP® and holds a Series 65 license with 18 years of industry experience. She currently works at Focus Partners Wealth, LLC and has previously held roles at Buckingham Strategic Wealth, LLC and Hufford Advisors, LLC. Focus Partners Wealth, LLC 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 a blend of active and passive strategies within an enhanced open architecture framework.

Daniel Meiklejohn is a financial advisor at Focus Partners Wealth, LLC with the designations CFP®, PFS™, and Series 65. He has three years of industry experience and previously worked at Spectrum Wealth Management, Ice Miller LLP, and Forvis Mazars Wealth Advisors, LLC. Meiklejohn is based in Indianapolis, IN. Focus Partners serves individuals, high-net-worth families, family offices, corporate, and institutional clients with wealth management, financial and tax planning, and retirement consulting 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.

Brian Short is a Certified Financial Planner® with 13 years of experience in the financial services industry. He is currently an advisor at Focus Partners Wealth, LLC and has previously worked at Spectrum Wealth Management, Fidelity Brokerage Services, and TD Ameritrade. 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 integrates active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Brian Pingatore is a CFP® professional with 18 years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at Buckingham Asset Management, TD Ameritrade, and Charles Schwab. Focus Partners serves individuals, high-net-worth families, family offices, corporate, and institutional clients with wealth management and advisory services. The firm employs an investment approach that combines active and passive strategies within a tax- and fee-sensitive framework and offers access to a variety of private and registered pooled vehicles.

Zachary Quante is a financial advisor with Focus Partners Wealth, LLC in Indianapolis, holding a Series 65 designation and one year of industry experience. He previously worked at Spectrum Wealth Management for two years and was a full-time student for eight years prior to his advisory career. 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’s investment approach combines active and passive strategies within an enhanced open architecture framework, integrating fundamental and quantitative analysis alongside specialized tools such as trend-following and options overlay strategies.