Wayne, PA Office

Brian Howles is a CFP®, CFA®, and Series 65-licensed advisor with 18 years of industry experience. He is currently with Focus Partners Wealth, LLC, joining in 2024 after 16 years at Flagship Capital Management and a brief tenure at GYL Financial Synergies. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and corporate and institutional clients with a range of wealth management and advisory services. The firm employs an investment approach that combines active and passive strategies within an enhanced open architecture framework, emphasizing long-term, tax- and fee-sensitive portfolio construction.

Alan Schapire is a CFP® and PFS™ credentialed advisor with 16 years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at Buckingham Strategic Wealth, LLC, Convergent Financial Strategies LLC, and AdviceOverWeb. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial planning, and advisory services. The firm emphasizes long-term, tax- and fee-sensitive portfolio construction using a blend of active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Bruce Hotaling is a CFA® charterholder with 19 years of experience in the financial services industry. He is currently with Focus Partners Wealth, LLC and has previously worked at GYL Financial Synergies, Hotaling Investment Management, Raymond James & Associates, and Morgan Stanley. He serves as a board member of The Merchant Fund, a non-investment organization based in Philadelphia. 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 an investment approach that combines active and passive strategies within an enhanced open architecture framework, utilizing fundamental and quantitative analysis along with specialized tools such as trend-following and options overlay strategies.

Jennie Wilber is a CFP® professional at Focus Partners Wealth, LLC with three years of industry experience. She previously worked at The Colony Group, LLC, GYL Financial Synergies, and Hotaling Investment Management. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with comprehensive wealth management and advisory services. The firm employs an investment approach that blends active and passive strategies through fundamental and quantitative analysis within an enhanced open architecture framework.

Carl Nadwodny Jr. is a CFP® and CFA® credentialed financial advisor at Focus Partners Wealth, LLC with 11 years of industry experience. He previously worked at Buckingham Strategic Wealth, LLC and Convergent Financial Strategies LLC. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients, offering a broad range of wealth management and advisory 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.

Ian Mac Kinnon is a financial advisor at Focus Partners Wealth, LLC with three years of industry experience. He holds a Series 66 designation and previously worked at WealthBridge Financial and Edmund Optics, Inc. In addition to his advisory role, he owns AtTrainable Real Estate IQ, LLC, a real estate business focused on buying, renovating, and selling or leasing investment properties. 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 employs a long-term, tax- and fee-sensitive investment approach that blends active and passive strategies, third-party managers, and private funds under an enhanced open architecture framework.