Mitchell Alan West

Charles Bennett is a financial advisor at &Partners with a Series 63 license and 34 years of industry experience. His prior roles include positions at Wells Fargo Advisors, Wells Fargo Clearing, and A.G. Edwards & Sons. Outside of his advisory work, Bennett manages a registered Brangus cattle ranch and serves in several community roles, including director of a youth livestock association and treasurer and elder at a local church. &Partners serves a diverse client base that includes individuals, institutions, and charitable organizations, providing investment management, financial and tax planning, and retirement-plan services. The firm employs a variety of analytical approaches and supports both discretionary and non-discretionary account management through its platform and third-party managers.

Ryan Lightfoot is a financial advisor with &Partners, LLC, holding a Series 66 designation and 15 years of industry experience. His prior roles include positions at Wells Fargo Advisors and Wells Fargo Clearing. Outside of his advisory work, he participates as a finance committee member at Friendship Baptist Church and serves on the board of East Texas Vida Nueva, a faith-based organization coordinating spiritual retreats for young adults. &Partners serves a diverse client base including high-net-worth individuals, institutions, and charitable organizations, offering investment management and financial planning through both discretionary and non-discretionary approaches. The firm employs a range of analytical methods and proprietary strategies, supporting clients with a combination of internal and third-party management solutions.

Oliver Kneisley is a financial advisor with Hornor, Townsend & Kent, LLC, holding the ChFC® designation and over 43 years of industry experience. He has been associated with both Penn Mutual Life Insurance Company and Hornor, Townsend & Kent since 2000. Kneisley is also the proprietor of multiple life insurance brokerage firms providing services focused on life insurance, retirement, and estate planning for individual and business clients. Hornor, Townsend & Kent serves individuals, high-net-worth clients, trusts, businesses, charitable organizations, and retirement plans through advisory programs, financial planning, and retirement plan consulting. The firm combines advisory and broker-dealer services with a network of advisers and third-party asset managers, managing billions in discretionary and non-discretionary assets.

Stephen Missildine is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 53 years of industry experience. He has been with Equitable Advisors since 1999 and previously worked at Axa Advisors, LLC for over two decades. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers financial planning, retirement plan consulting, and various asset management programs through a network of Investment Adviser Representatives and utilizes both proprietary and third-party investment solutions.

Linda Atwood is a financial advisor at Edward Jones with the Series 66 designation and three years of industry experience. She has been with Edward Jones since 1989. Outside of her advisory role, she has been involved with INEOS USA Upstream Holdings LLC and Chesapeake Energy without active responsibilities. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory programs and investment strategies, supported by a large network of advisors and branch offices nationwide.

David James is a CFP® professional with 25 years of industry experience. He has been with LPL Financial since 2006. Outside of his advisory role, he is involved with James Financial Group, which operates as his DBA for LPL-related business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and portfolio management services, employing a broad network of investment adviser representatives and multiple investment strategies.