Ashley Black is a financial advisor at &PARTNERS with eight years of industry experience. She holds a Series 66 designation and has previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Outside of finance, she owns and operates a photography business. &PARTNERS serves a diverse range of individual and institutional clients, providing investment management, financial and tax planning, and other advisory services through both discretionary and non-discretionary approaches. The firm employs a combination of fundamental, technical, and quantitative analysis, and offers municipal advisory services alongside traditional investment management.

Mandana Sedigh is a financial advisor at &PARTNERS with seven years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing and Wells Fargo Bank, NA. Outside of her advisory role, she provides Farsi language tutoring through WyzAnt. &PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers investment management, financial and tax planning, and ERISA consulting, utilizing a range of proprietary and third-party strategies with ongoing portfolio monitoring.

Clyde Pilkington is a financial advisor with \u0026PARTNERS, holding Series 63 and Series 65 credentials and bringing 46 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC for a combined 16 years. Pilkington is also a member of the Our Gang Investment Syndicate, an investment club based in Chesterfield, MO. \u0026PARTNERS serves a diverse client base, including high-net-worth individuals, institutions, and charitable organizations. The firm offers a range of investment management and financial planning services, utilizing both proprietary and third-party strategies across discretionary and non-discretionary accounts.

Lisa Probanski Bonito is a financial advisor at &Partners with a Series 66 designation and two years of industry experience. Prior to joining &Partners, she worked at Wells Fargo Clearing, Maximus, and Navient. &Partners serves a diverse client base that includes high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers investment management, financial and tax planning, and various advisory services using a combination of fundamental, technical, and quantitative analysis, with accounts managed by in-house advisors or third-party managers.

Damon Byrd is a CFA® charterholder with 26 years of industry experience. He has worked at Wiley Bros, Aintree Capital LLC since 2000. He is based in Nashville, TN, and holds Series 63 and Series 65 licenses. &Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, foundations, universities, trusts, private businesses, and corporations. The firm offers investment management, financial and tax planning, ERISA 3(21) consulting, and brokerage services, using a combination of fundamental, technical, and quantitative analysis across proprietary and third-party strategies.

Warren Terry is a Series 66-licensed financial advisor with 25 years of industry experience. He has worked at \u0026PARTNERS since 2023 and previously spent seven years each at Wells Fargo Clearing and Wells Fargo Advisors LLC. \u0026PARTNERS serves a wide range of individual and institutional clients, offering investment management, financial and tax planning, and retirement-plan services. The firm employs a combination of fundamental, technical, and quantitative analysis, utilizing both proprietary and third-party strategies, and operates under dual registration as a registered investment adviser and broker-dealer.

Frank Lusebrink is a financial advisor at &Partners with 12 years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Outside of his advisory role, he participates in an investment club called Ocean Front Capital Group. &Partners serves a diverse client base, including high-net-worth individuals, retirement plans, and institutions. The firm offers investment management and financial planning services through discretionary and non-discretionary strategies, utilizing both proprietary and third-party approaches.

Patrick Carroll is a financial advisor at &PARTNERS with 15 years of industry experience. He holds the CFP®, CFA®, and Series 66 designations. Prior to joining &PARTNERS, he worked for Wells Fargo Clearing and WELLS FARGO Advisors, LLC for a combined 11 years. &PARTNERS serves a diverse range of individual and institutional clients, offering investment management, financial and tax planning, and retirement-plan consulting. The firm employs a variety of analytical methods and manages accounts through both in-house advisors and third-party managers.

Jorge Palacios Murphy is a financial advisor at &Partners with 14 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Wells Fargo Clearing Services, JP Morgan Securities, and JPMorgan Chase Bank. &Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and private businesses, offering investment management, financial and tax planning, and retirement-plan consulting. The firm employs a variety of analytical approaches and investment strategies, managing accounts through both in-house advisors and third-party managers.

Betty Ahn is a financial advisor at &PARTNERS with 12 years of industry experience. She holds the Series 63 and Series 66 designations and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of her advisory role, she has minority ownership interests in two automotive dealerships in California. &PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers investment management, financial and tax planning, and consulting services through a combination of proprietary and third-party strategies, utilizing both discretionary and non-discretionary approaches.

Shannon Fernandez is a financial advisor at &Partners with 14 years of industry experience. She holds the Series 66 designation and has worked previously at Kerrigan Davis Capital & Risk Management, LPL Financial, and Cetera. Outside of advising, she serves as treasurer for The Porch Community Church, providing financial oversight and budget management. &Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and private businesses. The firm offers investment management, financial and tax planning, and retirement plan consulting, utilizing both proprietary and third-party strategies through a combination of discretionary and non-discretionary account management.

Kyrstie Wootten is a Wealth Management Advisor with Merrill Lynch Wealth Management. She specializes in developing and executing customized financial strategies tailored to the personal goals of high-net-worth individuals and their families. Kyrstie’s expertise spans a comprehensive range of financial areas including taxes, real estate, generational wealth, estate planning strategies, investments, entrepreneurship, and insurance, allowing her to address the multifaceted nature of wealth management effectively. Kyrstie earned her Bachelor's degree from Colorado Mesa University and completed her Master's degree in financial planning at the College for Financial Planning in 2023. She holds several professional designations including CERTIFIED FINANCIAL PLANNER™ (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Chartered SRI Counselor (CSRIC), and Personal Investment Advisor (PIA). Since obtaining her CFP® certification in 2020, Kyrstie has demonstrated a commitment to providing thorough and personalized guidance, leveraging the research resources provided through Merrill to help clients navigate investment decisions. Based in Grand Junction, Colorado, Kyrstie lives with her husband, a firefighter since 2000, and their two children. She is active in her community through involvement with the Western Slope Pickleball Club. Outside of her professional work, Kyrstie enjoys cooking, hiking, pickleball, and running. Her approach to advising is focused on connecting all aspects of clients’ financial lives to prioritize and pursue the goals that matter most to them.

Jonathan Neuman is a CFP® professional with 25 years of industry experience. He has worked at notable firms including Wells Fargo Clearing and Morgan Stanley prior to joining &PARTNERS in 2025. He serves as a FINRA arbitrator, facilitating arbitration cases. &PARTNERS serves a diverse client base that includes high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers investment management and financial planning services through both discretionary and non-discretionary approaches, employing a range of strategies and third-party managers.

Thomas Wrich is a financial advisor at &Partners with 39 years of industry experience. He holds Series 63 and Series 65 credentials. His prior work includes eight years at Wells Fargo Clearing and seven years at Wells Fargo Advisors LLC. &Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, foundations, universities, trusts, private businesses, and corporations. The firm offers investment management, financial and tax planning, and retirement plan consulting using a range of strategies and both proprietary and third-party portfolio management.

Candace Deluca is a CFP® with 29 years of experience in the financial services industry. She is currently with \u0026PARTNERS, where she has worked since 2025. Her prior experience includes roles at Stratos Wealth Partners, LPL Financial, and Wells Fargo Advisors. Deluca serves as president-elect and pro-bono director on the board of the Financial Planning Association of Central Ohio, coordinating volunteer efforts for the organization. \u0026PARTNERS serves a diverse client base including individuals, retirement plans, charitable organizations, and private businesses. The firm offers investment management and financial planning services using a variety of proprietary and third-party strategies, with an emphasis on ongoing monitoring and account reviews.

Lisa Schmiedbauer is a CFP® professional with 40 years of experience in the financial industry. She currently works at &PARTNERS and previously held roles at Wells Fargo Advisors and Wells Fargo Clearing. Outside of advisory work, she is involved in ranching operations with her spouse. &PARTNERS serves a diverse client base, including high-net-worth individuals, retirement plans, and institutional clients, offering investment management, financial and tax planning, and retirement-plan consulting through a combination of proprietary and third-party strategies.

Reece Eddy is a financial advisor at &PARTNERS with five years of industry experience. He holds the Series 66 designation and previously worked at Equitable Advisors and in roles with the Premier Lacrosse League, Boston University, and Canisius College. &PARTNERS serves a diverse client base including individuals, retirement plans, charitable organizations, foundations, universities, trusts, private businesses, and corporations. The firm offers investment management and financial planning services using a combination of fundamental, technical, and quantitative analysis, with both proprietary and third-party strategies.

Nicholas Giordano is a financial advisor with &Partners who holds the Series 66 designation and has 15 years of industry experience. He previously worked at Wells Fargo Advisors LLC for 19 years and at Ampersand Partners. Outside of advising, he is an author of a book titled "Around Starting Your Career" and co-owner of a fictional screenplay writing project based in Philadelphia. &Partners serves a diverse client base, including high-net-worth individuals, retirement plans, charitable organizations, and private businesses. The firm offers investment management, financial and tax planning, and ERISA consulting, utilizing a combination of fundamental, technical, and quantitative analysis across discretionary and non-discretionary accounts.

Lucas Weis is a CFP® and holds a Series 66 license with nine years of industry experience. He is currently with &PARTNERS and previously worked at Wells Fargo Advisors and Wells Fargo Clearing. &PARTNERS serves a diverse client base, including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers investment management, financial and tax planning, and ERISA 3(21) consulting, utilizing a mix of fundamental, technical, and quantitative analysis through discretionary and non-discretionary account management.

Megan Varoz is a financial advisor at &PARTNERS with 14 years of industry experience and holds a Series 66 designation. She has worked at Wells Fargo Clearing, Stephens Inc., and Raymond James Financial Services Advisors among other firms. Outside of her advisory role, she contributes to a family-owned farm, performing administrative and farm work without compensation. &PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, and institutions. The firm offers investment management, financial and tax planning, and consulting services, utilizing a mix of fundamental, technical, and quantitative analysis across proprietary and third-party strategies.