Zachary Hope is a financial advisor at Indivisible Partners with 13 years of industry experience. He holds a Series 66 designation and has previously worked at Stifel, Bank of America, N.A., and Merrill. Indivisible Partners is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, charitable organizations, and businesses with portfolio management, financial planning, and third-party investment manager selection. The firm employs a strategic asset allocation framework and offers active, passive, and blended investment approaches tailored to client risk profiles, including access to private and alternative investments.

Christopher Tieland is a financial advisor at Indivisible Partners with 23 years of industry experience and holds a Series 66 designation. His prior positions include roles at Somerset Advisory, Rockefeller Capital Management, Morgan Stanley Smith Barney, J.P. Morgan Securities, and Merrill. Indivisible Partners is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, charitable organizations, and businesses. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party investment managers, employing a strategic asset allocation framework with active, passive, or blended investment approaches tailored to client risk profiles.

Lee Woodring is a financial advisor at Indivisible Partners with 30 years of industry experience. He has previously worked at Merrill and Bank of America, N.A. Lee holds Series 63 and Series 65 licenses. Outside of his advisory work, he is a co-owner of several family rental properties and also works as an insurance agent. Indivisible Partners is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, charitable organizations, and businesses with portfolio management, financial planning, and third-party manager selection. The firm uses a strategic asset allocation framework overseen by an investment committee and offers active, passive, or blended investment approaches tailored to client risk profiles.

Sandra Bolton is a financial advisor at Indivisible Partners with 27 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses. Her previous roles include positions at Ameriprise, Merrill, and TD Ameritrade. Indivisible Partners is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, charitable organizations, and businesses with portfolio management, financial planning, and third-party investment manager selection. The firm employs a strategic asset allocation framework that allows advisors to implement active, passive, or blended investment approaches tailored to client risk profiles.

Ellen Bradford is a CFP® and holds a Series 66 license with eight years of industry experience. She has worked at several firms, including Somerset Advisory, Indivisible Partners, Hightower Advisors, Wells Fargo Clearing Services, and UBS Financial Services. Indivisible Partners is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, charitable organizations, and businesses with portfolio management, financial planning, and third-party investment manager selection. The firm uses a strategic asset allocation framework with active, passive, or blended approaches tailored to client risk profiles, and integrates third-party credit and platform solutions alongside model portfolios and alternative investment access.

Beth Rosenwald is a financial advisor at Indivisible Partners with 38 years of industry experience. She holds Series 63 and Series 65 designations and has worked at firms including City National Bank, RBC Capital Markets, Citigroup Global Markets, and Legg Mason Wood Walker. Rosenwald serves on the boards of Ronald McDonald House Charities of Baltimore and the Baltimore Leadership School for Young Women, and is a committee member of United Way Women’s United. Indivisible Partners is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, charitable organizations, and businesses with portfolio management, financial planning, and third-party manager selection. The firm employs a strategic asset allocation approach overseen by an investment committee, offering active, passive, and blended strategies tailored to client risk profiles, along with access to alternative investments and integrated credit and platform solutions.

Ethan Hafner is a financial advisor at Indivisible Partners with 29 years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services Inc. for 17 years and Citigroup Global Markets for 8 years. Hafner is based in Deerfield, IL, and has been with Indivisible Partners since 2026. Indivisible Partners is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, charitable organizations, and businesses. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to model portfolios and third-party investment strategies, using a strategic asset allocation framework overseen by an investment committee.

John Thiel is a financial advisor at Indivisible Partners with 29 years of industry experience. He holds Series 63 and Series 65 registrations and previously worked at Merrill from 1989 to 2018 before retiring for six years. Outside of advising, he is a board member of Franklin Resources and a partner and senior advisor at My Next Season, a retirement consulting firm. Indivisible Partners serves individuals, high-net-worth clients, trusts, charitable organizations, and businesses with portfolio management, financial planning, and third-party manager selection. The firm employs a strategic asset allocation framework and offers active, passive, and blended investment approaches tailored to client risk profiles, including access to private and semi-liquid alternatives.

Nelson Cardenas is a CFA® charterholder with 11 years of industry experience. He is currently with Indivisible Partners, where he has worked since 2026. His prior experience includes roles at Northern Trust, SunTrust Advisory Services, SunTrust Bank, HSBC Securities (USA) Inc., and UBS International Inc. Indivisible Partners is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, charitable organizations, and businesses. The firm offers discretionary and non-discretionary portfolio management, financial planning, and third-party investment manager selection using a strategic asset allocation framework with active, passive, or blended approaches tailored to client risk profiles.

Paul Lambert is a financial advisor with Indivisible Partners, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He previously worked at Merrill for 30 years and also serves as a consultant for Bates Group LLC. Lambert holds leadership roles in nonprofit organizations, including chairing the emeritus board of Chicago Run and serving on the executive and membership committees of Bras Coupe. Indivisible Partners is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, charitable organizations, and businesses. The firm offers discretionary and non-discretionary portfolio management, financial planning, and third-party investment manager selection through a strategic asset allocation framework and a range of active, passive, and blended investment approaches.

Aleksandra Kovalerchik is a financial advisor at Indivisible Partners with 20 years of industry experience. She holds a Series 66 designation and previously worked at RBC Capital Markets Corp for 18 years and Citigroup Global Markets for one year. Kovalerchik serves on the board of a local charity affiliated with the Ronald McDonald House Charities of Maryland. Indivisible Partners is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, charitable organizations, and businesses with portfolio management, financial planning, and third-party manager selection. The firm uses a strategic asset allocation framework overseen by an investment committee and offers active, passive, and blended investment approaches tailored to client risk profiles.

Andrew Cardillo is a CFP® with 10 years of industry experience and is currently a financial advisor at Indivisible Partners. He has previously worked at UBS Financial Services for a total of 10 years across multiple periods. Indivisible Partners is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, charitable organizations, and businesses with portfolio management, financial planning, and third-party manager selection. The firm employs a strategic asset allocation framework and offers a range of investment approaches, including active, passive, and blended strategies, with access to private alternatives and credit solutions.

Seth Jones is a financial advisor at Indivisible Partners with three years of industry experience. He holds a Series 66 designation and previously worked at RBC Capital Markets. His background includes multiple roles at St. Mary's College of Maryland and community involvement with the St. Mary's County NAACP. Indivisible Partners is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, charitable organizations, and businesses. The firm employs a strategic asset allocation framework and offers both discretionary and non-discretionary portfolio management, financial planning, and access to a range of investment strategies including third-party managers and tax-aware approaches.

Maria Mote is a financial advisor at Indivisible Partners with one year of industry experience. She holds a Series 65 license and has previously worked at Hightower Advisors and Somerset Advisory, among other roles. Prior to her advisory career, she was employed at Brusters Real Ice Cream and WeCare Pools. Indivisible Partners is an SEC-registered firm serving individuals, high-net-worth clients, trusts, charitable organizations, and businesses with portfolio management, financial planning, and third-party investment manager selection. The firm employs a strategic asset allocation framework and allows advisors to implement active, passive, or blended strategies tailored to client risk profiles, including access to private and semi-liquid alternative investments.

Kevin Karrh is a CFP® with 26 years of industry experience, currently serving at Indivisible Partners. His prior work includes roles at 1919 Investment Counsel, Stifel, Bank of America, and Merrill. Outside of his advisory work, he is involved in a family-owned farming business in West Texas. Indivisible Partners is an SEC-registered advisory firm that serves individuals, high-net-worth clients, trusts, charitable organizations, and businesses. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party investment managers, using a strategic asset allocation framework that supports a range of active, passive, and blended investment approaches tailored to client risk profiles.

Brennan Dunn is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Indivisible Partners. He previously worked for RBC Wealth Management for 11 years. Outside of his advisory role, he occasionally works on weekends in food preparation and service for Bill's Seafood's catering division. Indivisible Partners is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, charitable organizations, and businesses with discretionary and non-discretionary portfolio management, financial planning, and third-party investment manager selection. The firm uses a strategic asset allocation framework and offers a range of active, passive, and blended investment approaches tailored to client risk profiles, including access to private and semi-liquid alternative investments for eligible clients.

Emily Lassiter is a financial advisor at Indivisible Partners with six years of industry experience. She holds a Series 65 designation and has previously worked at firms including Hightower Advisors LLC and Capital Strategies Group. Indivisible Partners is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, charitable organizations, and businesses with portfolio management, financial planning, and third-party investment manager selection. The firm employs a strategic asset allocation framework and offers tailored active, passive, and blended investment approaches, integrating third-party credit and platform solutions in its operations.

Kevin Mcculley is a CFP® and CFA® with 11 years of experience in financial advisory. He currently works at Indivisible Partners in Golden, CO, having previously been affiliated with Private Capital Management and Cherry Hills Investment Advisors. Indivisible Partners is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, charitable organizations, and businesses with portfolio management, financial planning, and third-party investment manager selection. The firm employs a strategic asset allocation framework and offers a range of active, passive, and blended investment approaches tailored to client risk profiles, including access to private and semi-liquid alternative investments.

Robert Leroy is a financial advisor at Indivisible Partners with 16 years of industry experience. He holds a Series 66 designation and previously worked at Bank of America and Merrill. Indivisible Partners is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, charitable organizations, and businesses with portfolio management, financial planning, and third-party manager selection. The firm uses a strategic asset allocation framework and offers clients a range of investment approaches including direct indexing and tax-aware strategies.

Jeffrey Renelt is a Wealth Management Advisor and Senior Vice President at Merrill Lynch Wealth Management, leading the Renelt-Richard Group. With a career at Merrill beginning in 1987 and over 30 years of experience, he manages a team focused on providing wealth management and planning services. His practice emphasizes the comprehensive financial needs of multigenerational families, professionals, entrepreneurs, and professional athletes. Jeffrey holds several professional designations, including Certified Investment Management Analyst (CIMA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), Retirement Benefits Consultant (RBC), and Sports & Entertainment (SE). He earned a Bachelor's degree from the University of Rochester. His community involvement includes serving as Director and President of the Pemaquid Trail Association and volunteering as a hockey coach for the Rochester Junior Amerks. In his approach, Jeffrey works one-on-one with clients to develop personalized financial strategies aligned with their long-term goals. Outside of his professional role, his personal interests include ice hockey, music, photography, and spending time with his family.

Andrew Conn is a CFP® with seven years of industry experience, currently serving as a financial advisor at Indivisible Partners. His prior experience includes roles at RBC Capital Markets and Steward Partners, as well as a two-year period at Towson University. Indivisible Partners is an SEC-registered advisory firm that provides portfolio management, financial planning, and third-party investment manager selection to individuals, high-net-worth clients, trusts, charitable organizations, and businesses. The firm employs a strategic asset allocation framework and offers a range of investment approaches, including active, passive, and blended strategies, tailored to client risk profiles.

Stephen Hostetler is a CFA® charterholder with 24 years of industry experience. He currently works at Indivisible Partners, where he has been since 2024, following a 23-year tenure at Merrill. Indivisible Partners is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, charitable organizations, and businesses. The firm offers discretionary and non-discretionary portfolio management, financial planning, and third-party investment manager selection using a strategic asset allocation framework with active, passive, and blended approaches tailored to client risk profiles.

Ryan Patterson is a financial advisor at Indivisible Partners in Golden, CO, holding a Series 65 designation. He has one year of industry experience, with prior roles including positions at HSBC and Ride Wealth Partners, as well as consulting work through DieCastRyan Consulting. Indivisible Partners is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, charitable organizations, and businesses with discretionary and non-discretionary portfolio management, financial planning, and third-party investment manager selection. The firm employs a strategic asset allocation framework overseen by an investment committee and offers a range of investment approaches tailored to client risk profiles, including access to private and semi-liquid alternative investments.

Letitia Scalise is a financial advisor with Indivisible Partners, holding Series 63 and Series 65 licenses and five years of industry experience. She has worked at Somerset Advisory, Quasar Distributors, and Torray Investment Partners, where she was a partner managing client relations and marketing. Indivisible Partners is an SEC-registered firm serving individuals, high-net-worth clients, trusts, charitable organizations, and businesses. The firm employs a strategic asset allocation framework with active, passive, or blended investment approaches tailored to client risk profiles and offers access to third-party managers, model portfolios, and alternative investments.

Lauren Pearson is a CFP® professional based in Birmingham, Alabama, with 18 years of industry experience. She has worked at Merrill, HighTower Advisors, and Indivisible Partners before joining Somerset Advisory. Lauren serves on the Junior Board of YWCA Central Alabama and is a member of the executive committee for Cornerstone Schools of Alabama. Indivisible Partners is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, charitable organizations, and businesses with portfolio management and financial planning. The firm employs a strategic asset allocation framework, allowing advisors to use active, passive, or blended investment approaches tailored to client risk profiles.

Matthew Kunkel is a CFP® and holds a Series 66 license with 26 years of industry experience. He has worked at Indivisible Partners since 2026, following 18 years at RBC Capital Markets, two years at Citigroup Global Markets, and five years at Legg Mason Wood Walker. Indivisible Partners is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, charitable organizations, and businesses with portfolio management, financial planning, and third-party investment manager selection. The firm uses a strategic asset allocation framework with active, passive, or blended investment approaches tailored to client risk profiles, including access to private and semi-liquid alternative investments and third-party credit and platform solutions.