Max Mahler is a CFP® professional with 14 years of industry experience, currently serving as a financial advisor at &PARTNERS since 2024. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors, LLC., where he spent a combined 13 years. Outside of his advisory role, he manages 1828 Capital LLC, an operating company for local business expenses. &PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, and charitable organizations. The firm offers investment management, financial and tax planning, and ERISA consulting, utilizing a combination of proprietary and third-party strategies with ongoing monitoring and regular account reviews.

Matthew Zager is a Series 66 licensed financial advisor with two years of industry experience. He is currently with &PARTNERS and previously worked at Raymond James Financial Services Advisors, Inc. and Raymond James Financial Services, Inc. Outside of his advisory role, he is also associated with Fisette & Kim Financial Services, LLC in a non-investment-related capacity. &PARTNERS serves a diverse client base, including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers investment management and financial planning services using a combination of fundamental, technical, and quantitative analysis, with both discretionary and non-discretionary account management options.

Stephen Maggart is a financial advisor with \u0026Partners in Nashville, TN, holding a Series 66 designation and 17 years of industry experience. He has been associated with Wileybros Aintree Capital LLC since 2009. \u0026Partners serves a diverse client base including high-net-worth individuals, institutions, and corporations, offering investment management, financial and tax planning, and retirement-plan consulting through a combination of proprietary and third-party strategies.

Jeffrey Smith is a financial advisor with \u0026Partners, holding Series 63 and Series 65 licenses and possessing 36 years of industry experience. He has held previous positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. Additionally, he serves as co-trustee for his father's trusts, a role he has maintained since 1993. \u0026Partners serves a diverse clientele 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 services using a variety of analytical approaches and third-party strategies.

Nycole Vannata is a financial advisor at &Partners with 25 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at Wells Fargo Clearing Services LLC and UBS Financial Services Inc. &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 combination of fundamental, technical, and quantitative analysis, as well as proprietary and third-party strategies, managing accounts on both a discretionary and non-discretionary basis.

Shawn Wiegand is a ChFC® credentialed financial advisor with 26 years of industry experience, currently serving at &PARTNERS since 2026. His prior experience includes roles at Commonwealth Financial Network and SBS Retirement Consultants, LLC. Wiegand is also a co-owner of SBS Retirement Consultants, a private entity facilitating securities, advisory, and insurance business. &PARTNERS serves a diverse client base including individuals, institutions, retirement plans, charities, and corporations. The firm offers investment management, financial and tax planning, and retirement-plan services using a combination of fundamental, technical, and quantitative strategies through both proprietary and third-party managers.

Grace Zupsic is a financial advisor at &PARTNERS with one year of industry experience. She previously worked at Jumet Financial and LPL Financial LLC. Grace also has a four-year tenure at the University of South Florida and has experience in educational and healthcare settings. &PARTNERS serves a diverse range of clients, including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers investment management and consulting services using a combination of proprietary and third-party strategies, supported by ongoing monitoring and account reviews.

Rachel Whittaker is a financial advisor at &Partners with one year of industry experience. She holds the Series 66 designation and has previously worked at Heritage Lake Advisors & Partners, Wells Fargo Advisors, and RaNic Golf Club. Outside of her advisory role, she is a licensed real estate salesperson in New York, though not active as an agent. &Partners serves a diverse range of individual and institutional clients, offering investment management, financial and tax planning, ERISA consulting, and brokerage services. The firm employs a variety of analytical approaches and utilizes both proprietary and third-party strategies, with investment management available on discretionary and non-discretionary bases.

Michael Stanley Jr. is a financial advisor at &Partners with 17 years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley, Merrill, Triad Advisors, Inc., and Prestige Wealth Management. &Partners serves a diverse range of clients 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 using a combination of fundamental, technical, and quantitative analysis across proprietary and third-party strategies.

Jason Hartman is a financial advisor at &Partners with seven years of industry experience. He holds the Series 66 designation and has worked at Edward Jones and Ampersand Partners prior to joining &Partners. &Partners serves individual and institutional clients, including high-net-worth individuals, retirement plans, and charitable organizations. The firm offers investment management and financial planning services, employing a mix of fundamental, technical, and quantitative analysis along with both proprietary and third-party strategies.

Courtney Kalist is a financial advisor at &Partners with eight years of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo Clearing Services LLC for seven years. &Partners serves a diverse range of individual and institutional clients, offering investment management, financial and tax planning, and retirement-plan services through both discretionary and non-discretionary approaches. The firm utilizes a combination of fundamental, technical, and quantitative analysis with a variety of proprietary and third-party strategies.

Amanda Hales is a Series 66 licensed financial advisor with 18 years of industry experience. She is currently with &Partners, LLC, having joined in 2024, and previously worked at Wells Fargo Advisors and Wells Fargo Clearing from 2009 to 2024. Outside of her advisory role, she works as a delivery contractor for Uber Eats and provides dog walking and boarding services. &Partners serves a diverse client base including high-net-worth individuals, retirement plans, and institutional clients. The firm offers investment management, financial and tax planning, and other advisory services using a combination of fundamental, technical, and quantitative analysis, with options for discretionary and non-discretionary account management.

Gregory Strnadel is a financial advisor with &Partners, holding Series 63 and Series 65 designations and over 37 years of industry experience. His prior roles include positions at Wells Fargo Advisors and Wells Fargo Clearing. Outside of advising, he owns and manages a hunting and fishing property and is involved in aircraft ownership. &Partners serves a diverse client base including high-net-worth individuals, retirement plans, and charitable organizations, offering investment management and financial planning services through a combination of discretionary and non-discretionary approaches using both proprietary and third-party strategies.

Stuart Porterfield is a financial advisor with &Partners in Richmond, VA, holding Series 63 and Series 65 licenses and 28 years of industry experience. His previous roles include positions at D.A. Davidson & Co., Rockwood Consulting, RiverFront Investment Group, and Wells Fargo Advisors, among others. &Partners serves a diverse range of individual and institutional clients, providing investment management, financial and tax planning, retirement-plan consulting, and brokerage services through a combination of discretionary and non-discretionary management using a variety of analytical approaches and investment strategies.

Dave Spurrier is a CFP®-credentialed financial advisor with 32 years of industry experience. He has worked at several firms including Wells Fargo Clearing, Wells Fargo Advisors LLC, and A. G. Edwards & Sons, Inc. Before joining &PARTNERS in 2025, he spent nearly 16 years at Wells Fargo affiliates. Spurrier serves as a board member of the North East Texas Regional Mobility Authority, a state entity responsible for transportation projects. &PARTNERS serves a diverse client base including individuals, institutions, and private businesses. The firm offers investment management and financial planning services using a combination of proprietary and third-party strategies, employing both discretionary and non-discretionary approaches.

Bonnie Bravo is a financial advisor at &PARTNERS with 18 years of industry experience. She holds a Series 66 designation and previously worked at UBS Financial Services for a total of 12 years. &PARTNERS serves a broad mix of individual and institutional clients, offering investment management, financial and tax planning, and retirement-plan consulting services. The firm employs a range of analytical approaches and combines proprietary and third-party strategies, managing accounts on both discretionary and non-discretionary bases.

Katherine Boylston is a financial advisor at &Partners with 12 years of industry experience. She holds the Series 66 designation and has worked previously at Wells Fargo Advisors, LLC and Wells Fargo Clearing. &Partners serves a broad range of clients, including high-net-worth individuals and institutional investors, offering investment management, financial and tax planning, and retirement plan consulting through both discretionary and non-discretionary strategies. The firm employs a mix of fundamental, technical, and quantitative analysis, utilizing proprietary and third-party models, and operates as both a registered investment adviser and broker-dealer.

Bryan Pumphrey is a financial advisor at &Partners with 24 years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining &Partners in 2023, he worked for Edward Jones for 22 years. &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 through a combination of proprietary and third-party strategies, supporting both discretionary and non-discretionary account management.

Steven Doyle is a financial advisor at &Partners in Naperville, IL, holding Series 63 and Series 66 licenses with 11 years of industry experience. Prior to joining &Partners in 2025, he worked at Wells Fargo Clearing Services LLC for six years and Calamos Financial Services LLC for five years. &Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers a range of investment management and advisory services using a combination of proprietary and third-party strategies, supported by the Envestnet portfolio platform and NFS brokerage infrastructure.

Ezra Lagan is a financial advisor at &Partners with five years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Dimensional Fund Advisors, Foreside Fund Services, and Morgan Stanley among others. Outside of his advisory work, he is a partial owner and operator of BB’s, a food truck business in Austin, Texas. &Partners serves a diverse client base, including high-net-worth individuals, institutions, and private businesses, offering investment management, financial and tax planning, and retirement-plan consulting. The firm employs a combination of fundamental, technical, and quantitative analysis implemented through proprietary and third-party strategies, with both discretionary and non-discretionary management options.