Robert Mcgee Jr.

Caroline Toniolo is a financial advisor at &Partners with seven years of industry experience. She holds the Series 66 designation and previously worked at Edward Jones and McLeod Health. Outside of her advisory role, she serves on the boards of the First Presbyterian Church Child Development Center and All Saints Episcopal Day School, where she also acts as treasurer. &Partners serves a diverse client base including individuals, retirement plans, charitable organizations, and private business owners. The firm offers portfolio management, financial planning, estate consulting, and retirement plan advisory services, combining platform technology with proprietary and third-party strategies to deliver customized solutions.

Leah Paul is a financial advisor with Kestra Advisory, holding a Series 66 designation and three years of industry experience. Her prior roles include positions at Headland Capital, LPL Financial, and White Glove Workshops. She owns Pearl Wealth Management LLC, a business focused on life, disability, and annuity insurance. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients. The firm offers services such as plan design, fiduciary consulting, investment advice, and employee education, serving a diverse client base that includes large institutional investors.

Jacob Davidson is a financial advisor with Kestra Advisory who holds a Series 66 license and has five years of industry experience. Prior to joining Kestra in 2025, he worked at LPL Financial and Michael Milbee. He is also affiliated with Define Wealth Financial Group, where he advises clients on financial goals and manages service work related to annuities and life insurance. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad mix of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, employee education, and advisor-managed accounts, overseeing approximately $79.8 billion in assets under management.

Wendell Jones Jr. is a CFP® with 31 years of industry experience, currently serving at &Partners since 2023. He previously worked at Edward D. Jones & Co., L.P. for 29 years. Jones is vice chairman of Dee Dee Land Trust, a land conservation organization based in Florence, SC. &Partners serves a wide range of clients including individuals, retirement plans, charitable organizations, and private business owners. The firm offers services such as portfolio management, financial and tax planning, estate consulting, and retirement plan education, combining platform technology with proprietary and third-party strategy models to provide both discretionary and non-discretionary management.

Nathan Love is a financial advisor at &Partners with 22 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. Prior to joining &Partners in 2024, he worked at Edward Jones from 2015 to 2024. &Partners serves a diverse client base including individuals, retirement plans, charitable organizations, universities, corporations, and private business owners. The firm offers a broad range of services such as portfolio management, financial and tax planning, estate and trust consulting, and retirement plan education, combining platform technology with proprietary and third-party strategy models to provide both discretionary and non-discretionary management.

Hannah Amell is a financial advisor at Edward Jones with five years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2020. Prior to her career in financial advising, she worked at Sinclair Broadcasting for five years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs and investment solutions through a large network of financial advisors and branch offices nationwide.