Nashville, TN 4th Ave N Office

Priya Khanna is a CFA® charterholder based in Nashville, TN, with 19 years of industry experience. She has worked at BNY Investments for 18 years before joining Focus Partners Wealth, LLC, where she has been an advisor since 2025. Focus Partners Wealth serves a diverse client base 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 utilizing enhanced open architecture, combining fundamental and quantitative analysis with third-party managers, and offers a broad range of wealth management and advisory services.

William Barclay Jr. is a financial advisor at Focus Partners Wealth, LLC with a Series 65 designation and two years of industry experience. His prior roles include positions at InterOcean Capital Group LLC and John Hancock Investment Management. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, high-net-worth families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach using a combination of active and passive strategies within an enhanced open architecture framework.

Andrew Cook is a financial advisor with Focus Partners Wealth, LLC in Nashville, TN. He holds a Series 65 designation and has three years of industry experience. His prior work includes roles at The Colony Group, LLC, InterOcean Capital Group LLC, and Marsh Cook Investment Group. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, institutions, and businesses. The firm employs a long-term investment approach that combines active and passive strategies within an enhanced open architecture framework and offers a broad range of financial and fiduciary services.

Tanner Wright is a financial advisor at Focus Partners Wealth, LLC in Nashville, TN, holding a Series 65 designation. He has been with Focus Partners Wealth since 2026 and has prior experience in various roles including at Auburn University and Cracker Barrel. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth clients, family offices, corporate and institutional clients, providing investment management, financial counseling, retirement plan fiduciary services, and other wealth services. The firm employs a long-term, tax- and fee-sensitive investment approach combining fundamental and quantitative analysis, and offers a broad range of investment strategies alongside an extensive network of affiliated service companies.

Hayden Brown is a Series 65-licensed advisor at Focus Partners Wealth, LLC with one year of industry experience. Prior to joining Focus Partners Wealth, he worked at Titleist Asset Management, LLC and operated his own financial advising firm, H.B. Brown Financial Advising, LLC. Outside of advising, he is also active as a real estate agent with Keller Williams Legacy. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, family offices, corporate and institutional clients. The firm employs a long-term, tax- and fee-sensitive investment approach that combines fundamental and quantitative analysis alongside third-party managers, offering a wide range of investment and wealth management services.

Andrew Castleman is a financial advisor with Focus Partners Wealth, LLC in Nashville, TN. He holds a Series 65 designation and has been with Focus Partners Wealth since 2024. Prior to that, he worked at Big John's and Our Place and Wilsons. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth clients, family offices, corporate and institutional clients. The firm employs a long-term, tax- and fee-sensitive investment approach using a combination of fundamental and quantitative analysis, third-party managers, and alternative strategies, and offers a range of services including investment management, financial counseling, and retirement plan fiduciary services.

Alex Hattenhauer is a CFA® charterholder with three years of industry experience, currently serving at Focus Partners Wealth, LLC. His prior experience includes roles at The Colony Group, LLC, InterOcean Capital Group, LLC, and Northern Trust. Focus Partners Wealth, LLC provides wealth advisory and investment management services to a broad client base including individuals, high-net-worth families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that combines active and passive strategies and offers a range of specialized investment options and legacy programs.

Matthew O'Connor is a financial advisor at Focus Partners Wealth, LLC with four years of industry experience. He holds a Series 65 designation and has previously worked at Provident Wealth Management, a finance startup, Virtue Capital Management, UBS, and State Street. Focus Partners Wealth serves a broad client base, 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 featuring enhanced open architecture with a combination of fundamental and quantitative analysis, and offers a wide range of wealth management and advisory services.

Ayushi Patel is a financial advisor at Focus Partners Wealth, LLC with a Series 65 credential and two years of industry experience. She has held previous roles at several firms, including SEP Ventures and Finnacle. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth and family office clients, corporations, retirement plans, and institutions. The firm employs a long-term, tax- and fee-sensitive investment approach featuring enhanced open architecture, combining fundamental and quantitative analysis alongside third-party managers, while offering a broad range of wealth and investment management services.

Mackenzie Cunningham is a CFA® charterholder with nine years of industry experience, currently serving at Focus Partners Wealth, LLC. Prior to joining Focus Partners, Cunningham held positions at The Colony Group, InterOcean Capital Group, CAPTRUST, TrustCore, Wedbush Securities, and Avondale Partners. Focus Partners Wealth serves a diverse client base including individuals, family offices, corporations, and institutional investors, offering a range of services such as investment management, financial counseling, and retirement plan fiduciary services. The firm employs a long-term, tax- and fee-sensitive investment approach with an emphasis on enhanced open architecture, combining fundamental and quantitative analysis alongside third-party managers and specialized strategies.

Rege Eisaman is a CFA® charterholder with 24 years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at The Colony Group, LLC and InterOcean Capital Group, LLC. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach using a combination of active and passive strategies within an enhanced open architecture framework.

Bhawana Khurana is a CFA® charterholder with six years of industry experience. She is currently with Focus Partners Wealth, LLC and has held prior roles at The Colony Group, LLC, InterOcean Capital Group, LLC, and The Smart Cube Inc. Focus Partners Wealth, LLC provides wealth advisory and investment management services to a diverse client base including individuals, high-net-worth families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that integrates active and passive strategies alongside various specialized offerings.

Phillip Cook Jr. is a financial advisor at Focus Partners Wealth, LLC with 23 years of industry experience. He holds a Series 63 designation and has previously worked at Cambridge Investment Research Advisors, INC and InterOcean Capital Group, LLC. Outside of his advisory role, he participates in an investment club and serves as president of a homeowners association in Nashville, TN. 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 blends active and passive strategies, private funds, and ETFs.

Austin Lewis is a CFA® charterholder with six years of industry experience. He has worked at Focus Partners Wealth, LLC since 2025 and previously held roles at Northwestern Mutual Investment Services LLC, Owen Waldrop, Derek Hamblen, Regions Bank, and 21st Mortgage Corporation. Focus Partners Wealth serves a broad mix of individual, high-net-worth, family office, corporate, retirement plan, and institutional clients, offering investment management, financial counseling, and a range of wealth services. The firm employs a long-term, tax- and fee-sensitive investment approach with an enhanced open architecture that integrates fundamental and quantitative analysis across diversified portfolios.

David Janczewski is a CFP® and CFA® affiliated with Focus Partners Wealth, LLC with six years of industry experience. He previously worked at The Colony Group, LLC and InterOcean Capital Group, LLC. Focus Partners Wealth serves a diverse client base including individuals, families, corporations, and institutions, offering a range of wealth management and fiduciary services. The firm employs a long-term, tax- and fee-sensitive investment strategy that incorporates fundamental and quantitative analysis, third-party managers, and alternative investment options.