Robert Kelly Mcgee Jr.

Caroline Toniolo is a financial advisor at &Partners with eight years of industry experience. She holds a Series 66 credential and previously worked at Edward Jones and McLeod Health. Outside of her advisory role, she serves as a board member of the First Presbyterian Church Child Development Center and as treasurer and board member of All Saints Episcopal Day School. &Partners serves individual and institutional clients, including high-net-worth individuals, retirement plans, and charitable organizations. The firm offers investment advisory and brokerage services, utilizing a combination of proprietary models and third-party managers through the Envestnet platform, and is registered as both an RIA and broker-dealer.

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 Services, LLC, holding a Series 66 designation and five years of industry experience. Prior to joining Kestra in 2025, he worked at LPL Financial and Michael Milbee. He is also involved with Define Wealth Financial Group, where he provides wealth advisory and insurance services. Kestra Advisory Services offers investment advisory and retirement-plan consulting to institutional and individual clients, including plan sponsors. The firm provides fiduciary consulting, plan design, investment advice, and employee education, managing approximately $79.8 billion in assets and serving a diverse client base that includes large institutional investors.

Wendell Jones Jr. is a CFP® professional with 31 years of industry experience. He is currently with &Partners and joined the firm in 2023 after a 29-year tenure at Edward D. Jones & Co., L.P. He serves as vice chairman for the Dee Dee Land Trust, a land conservation organization based in Florence, SC. &Partners serves a diverse client base including individuals, retirement plans, charitable organizations, foundations, universities, and sovereign wealth funds. The firm offers a combination of investment advisory and brokerage services, utilizing both proprietary and third-party portfolio management strategies.

Nathan Love is a financial advisor at &PARTNERS with 22 years of industry experience. He holds Series 63, 65, and 66 licenses and worked previously at Edward Jones for nine years before joining &PARTNERS in 2024. &PARTNERS serves a diverse client base including individuals, retirement plans, charitable organizations, and sovereign wealth funds. The firm offers investment advisory, brokerage, financial planning, and retirement services, utilizing a range of proprietary and third-party investment strategies delivered through the Envestnet platform.

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.