Tamara Stewart

Matthew Parsons is a financial advisor at &Partners with 26 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Commonwealth Financial Network for 20 years and operated Parsons Financial Advisors. Parsons also serves as president of Parsons Financial Services, Inc., a private entity through which he manages day-to-day operations and client advisory services. &Partners serves a diverse client base including individuals, retirement plans, charitable organizations, and private business owners. The firm offers portfolio management, financial and tax planning, estate and trust consulting, and other advisory services, combining proprietary and third-party strategy models with customizable client engagements.

Brandon Parsons is a financial advisor at &PARTNERS with 12 years of industry experience. He holds a Series 66 designation and has previously worked at Parsons Financial Advisors, Commonwealth Financial Network, and Parsons Financial Services Inc. &PARTNERS serves a diverse client base including individuals, retirement plans, charitable organizations, 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 for both discretionary and non-discretionary management.

Troy Wilson is a financial advisor with Cetera who holds a Series 66 designation and has 21 years of industry experience. He currently operates Hearthstone Wealth Management and has been affiliated with Cetera and its related entities since 2013. Outside of his advisory role, Wilson is an insurance agent licensed to offer fixed life and annuity products and owns an S-corporation established for tax purposes. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth clients, institutions, and retirement plans through a network of over 6,800 advisors. The firm offers a range of investment management and financial planning services, combining advisor-managed accounts, model portfolios, and third-party solutions, with integrated retirement and fiduciary capabilities uncommon among firms of its size.

Ann White is a CFP®-certified financial advisor with 28 years of industry experience, currently associated with Cetera and Hearthstone Wealth Management. She has held roles at Cetera Wealth Services, LLC since 2013 and is the owner of Hearthstone Wealth Management. Outside of her advisory work, White serves as president of the board for the Cottage Grove Community Foundation and co-chairs the Rotary Club of Cottage Grove. Cetera Investment Advisers supports a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a network of over 6,800 independent advisors. The firm offers discretionary and non-discretionary portfolio management, financial planning, and fiduciary services, combining advisor-managed accounts with firm-sponsored model portfolios and third-party solutions.

Allen Jones is a financial professional with 10 years of industry experience, currently affiliated with Cetera. He holds a Series 66 designation and has worked at Cetera and ANN M WHITE CFP INC. Outside of his advisory role, Jones serves in leadership and administrative roles with the Cottage Grove Masonic Lodge #51 and Elk Lodge #1904, and he is also a notary public. Cetera Investment Advisers supports a diverse client base, including individuals, high-net-worth clients, institutions, and retirement plans, through a network of over 6,800 independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, utilizing both advisor-managed and model portfolio approaches.

Kyle Dooley is a financial advisor at Edward Jones with eight years of industry experience. He has worked at Edward Jones since 2017 and previously spent six years at U.S. Cellular. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a nationwide network of over 23,700 financial advisors.