Focus Partners Wealth, LLC

Ethan Singer is a financial advisor at Focus Partners Wealth, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at The Colony Group, LLC and Buckingham Strategic Partners, LLC. 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 within an enhanced open architecture framework that combines active and passive strategies, and offers a range of specialized investment programs and financial services.

Victoria Trosset is a financial advisor at Focus Partners Wealth, LLC with five years of industry experience. She holds a Series 65 designation and has worked at The Colony Group, LLC, Buckingham Strategic Wealth, LLC, and SC&H Financial Advisors, Inc. prior to her current role. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term investment approach that emphasizes tax- and fee-sensitivity within an enhanced open architecture framework, combining active and passive strategies along with various specialized offerings.

David Murdock Jr. is a CFP® professional with 19 years of experience in the financial industry. He is currently with Focus Partners Wealth, LLC and has previously worked at Bordeaux Wealth Advisors LLC and Brownson, Rehmus & Foxworth. 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 investment approach that emphasizes tax- and fee-sensitivity within an enhanced open architecture framework, combining active and passive strategies alongside private funds and ETFs.

James Cornfeld is a CFP® with 19 years of industry experience, currently serving at Focus Partners Wealth, LLC. He has previously worked at Buckingham Asset Management, LLC since 2007 and joined The Colony Group, LLC in 2024. 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 investment approach that emphasizes tax- and fee-sensitivity within an enhanced open architecture framework, combining active and passive strategies across various investment vehicles.

Christopher Conway is a financial advisor at Focus Partners Wealth, LLC with 14 years of industry experience. He holds a Series 65 designation and previously worked at Financial Partners Capital Management, LLC for 15 years and GYL Financial Synergies for one year. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, 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 incorporates active and passive strategies, separate account managers, private funds, mutual funds, and ETFs.

Margaret Watson is a CFP® with four years of industry experience, currently advising at Focus Partners Wealth, LLC. Her prior roles include positions at The Colony Group, LLC, GW & Wade, LLC, and Deloitte & Touche, LLP. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, institutions, and businesses, offering a range of portfolio management, financial counseling, tax, and business management services. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that combines active and passive strategies across various asset types.

Gregory Herr is a financial advisor at NorthCoast Asset Management LLC with one year of industry experience. He holds the CFA® designation and a Series 63 license. His prior work includes roles at Focus Partners Wealth, Kovitz Investment Group Partners, Phaeacian Partners, and UMB Distribution Services. NorthCoast Asset Management provides investment advisory services to individuals, retirement plans, corporations, and charitable organizations. The firm employs a quantitative and systematic investment approach, offering a range of portfolio management strategies including strategic asset allocation, equity, income, and alternatives.

Austin Martineau is a financial advisor at Focus Partners Wealth, LLC with one year of industry experience. He holds a Series 65 credential and has prior experience at Kovitz Investment Group Partners, Strategic Wealth Partners, Kams LLC, and Ultimate Carwash and Detail Center. 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 investment approach that incorporates tax- and fee-sensitivity within an enhanced open architecture framework, combining active and passive strategies across various asset types.

Randy Ickler is a financial advisor at Focus Partners Wealth, LLC with 18 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at Churchill Management Group and TD Ameritrade Inc. 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 using a combination of active and passive strategies within an enhanced open architecture framework.

Derek Thisse is a financial advisor at Focus Partners Wealth, LLC with seven years of industry experience. He holds a Series 66 designation and has worked at several firms including GW & Wade, Commonwealth Financial Network, and D. K. Brede Investment Management. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, institutions, and businesses, offering both discretionary and non-discretionary portfolio management alongside financial counseling and family office services. The firm employs a long-term, tax- and fee-sensitive investment approach utilizing a combination of active and passive strategies within an enhanced open architecture framework.

Jacob Angulo Bailey is a financial advisor with Allworth Financial, L.P. in Folsom, CA, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Golden 1 Credit Union, LPL Financial, Catalyst Mortgage, and Wells Fargo. Allworth Financial provides fee-based wealth management, financial planning, and qualified retirement plan consulting to individual, high-net-worth, institutional, and corporate clients. The firm offers customized investment programs using low-cost mutual funds, ETFs, individual securities, model strategies, and third-party managers.

Reyna Marks is a financial advisor at Focus Partners Wealth, LLC with one year of industry experience. She holds the Series 65 designation and has previously worked at Merriman Wealth Management and UsI Insurance Services. Prior to her financial services career, she held roles at UW Medical Center, University of Washington Residential Life, and Nordstrom. Focus Partners Wealth 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 within an enhanced open architecture framework that combines active and passive strategies, separate account managers, private funds, and ETFs.

Joel Hirsh is a financial advisor at Focus Partners Wealth, LLC with 20 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Kovitz Investment Group Partners, LLC and Kovitz Securities, LLC prior to joining Focus Partners Wealth. Focus Partners Wealth provides wealth advisory and investment management services to individuals, families, retirement plans, institutions, and businesses. The firm’s investment approach focuses on long-term, tax- and fee-sensitive strategies within an enhanced open architecture framework combining active and passive investments.

Priya Khanna is a CFA® charterholder with 18 years of industry experience, currently serving as a financial advisor at Focus Partners Wealth, LLC. Prior to joining Focus Partners Wealth in 2025, she worked at BNY Investments from 2007 to 2025. 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 investment approach that emphasizes tax- and fee-sensitivity within an enhanced open architecture framework, combining active and passive strategies alongside various specialized offerings.

Chao Zheng is a CFP®, CFA®, and holds a Series 65 license with seven years of industry experience. He is currently with Focus Partners Wealth, LLC and previously worked at Bordeaux Wealth Advisors and Calvert Research and 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 investment approach that emphasizes tax- and fee-sensitivity within an enhanced open architecture framework, combining active and passive strategies alongside various specialized offerings.