Lisa Paulosky is a financial advisor at &PARTNERS with 23 years of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC for a combined 16 years. Outside of her advisory role, she serves as a notary public in North Aurora, Illinois. &PARTNERS serves a broad mix of individual and institutional clients, providing investment management, financial and tax planning, ERISA 3(21) consulting, and brokerage services. The firm employs a variety of investment strategies and utilizes both proprietary and third-party managers, with services offered on discretionary and non-discretionary bases.

Wayne Rogers is a financial advisor at &Partners with 21 years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. &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 ERISA consulting services using a combination of fundamental, technical, and quantitative analysis across discretionary and non-discretionary accounts.

Michael Grossman is a CFP®-certified financial advisor with 13 years of industry experience. He currently works at &PARTNERS and has previously held roles at Wells Fargo Clearing Services LLC, EMSAR, ICSEP, and T. Rowe Price. &PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, and institutional entities, offering investment management, financial and tax planning, and retirement-plan consulting. The firm employs a variety of analytical approaches and both proprietary and third-party strategies, managing accounts through discretionary and non-discretionary services.

Sam Di Giovanni is a financial advisor with &PARTNERS and holds a Series 66 designation. He has five years of industry experience and has previously worked at firms including Avantax Planning Partners and Equitable Advisors. &PARTNERS serves a diverse client base, including high-net-worth individuals, retirement plans, charitable organizations, and private businesses, offering investment management and financial planning through both discretionary and non-discretionary approaches. The firm employs a range of analysis techniques and third-party strategies, with additional municipal advisory and underwriting capabilities.

George Yost is a financial advisor at &PARTNERS with a Series 66 designation and four years of industry experience. His prior roles include positions at Merrill, BANK of AMERICA, N.A., Old National Bank, and LPL Financial. Yost served in the United States Marine Corps for two years. &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 mix of fundamental, technical, and quantitative strategies, with both discretionary and non-discretionary account management.

Joyce Murphy is a financial advisor at &Partners with 17 years of industry experience and holds a Series 66 designation. Her prior experience includes roles at Lumitas Wealth Strategies, Commonwealth Financial Network, and Wells Fargo Advisors. She is also involved in fixed insurance sales, spending a small portion of her time on this activity. &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 services using a combination of fundamental, technical, and quantitative analysis, with portfolios managed by in-house advisors or third-party managers.

Tyler Gunderson is a CFP® professional with 11 years of industry experience, currently working at \u0026PARTNERS since 2025. Prior to joining \u0026PARTNERS, he spent nine years at Wells Fargo Clearing. He holds the Series 66 designation and is based in Boca Raton, Florida. \u0026PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and private businesses. The firm offers investment management and financial planning using a combination of fundamental, technical, and quantitative analysis, with services delivered through both discretionary and non-discretionary accounts.

Nicholas Schmidt is a financial advisor with \u0026Partners holding a Series 66 designation and six years of industry experience. Prior to joining \u0026Partners in 2024, he held roles at Wells Fargo Clearing Services and Veritable L.P., among other positions. \u0026Partners 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 municipal advisory services, utilizing a combination of fundamental, technical, and quantitative analysis across various proprietary and third-party strategies.

Gerald Hannah is a CFP® with 13 years of industry experience, currently serving at &Partners since 2026. He previously worked for Wells Fargo Clearing and Wells Fargo Advisors, LLC from 2016 to 2026. Outside of his advisory role, he participates as an active voting member of a local investment club and serves on the finance committee of First Presbyterian Church of Meridian. &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 through both advisory and brokerage services.

Diane Patterson is a financial advisor at &PARTNERS with 25 years of industry experience. She holds Series 63 and Series 65 licenses. Prior to joining &PARTNERS in 2025, she worked at Wells Fargo Clearing and Wells Fargo Advisors LLC from 2009 to 2025. &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 ERISA 3(21) consulting, utilizing a combination of fundamental, technical, and quantitative analysis across discretionary and non-discretionary accounts.

Peter Disanza is a financial advisor with \&Partners in Palm Beach Gardens, FL, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. Prior to joining \&Partners in 2025, he worked at Wells Fargo Clearing and Wells Fargo Advisors LLC for a combined 16 years. He also serves as a trustee for the Deidre Disanza 2012 Family Trust. \&Partners serves a diverse client base including high-net-worth individuals, institutions, and retirement plans. The firm offers investment management, financial and tax planning, ERISA consulting, and brokerage services, employing a combination of proprietary and third-party strategies with ongoing portfolio monitoring.

Ramon Schwartz is a financial advisor at &Partners with two years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Clearing and Wells Fargo Bank. Ramon also volunteers at Christ Community Church in Sumter, South Carolina. &Partners serves a diverse client base including high-net-worth individuals, institutions, retirement plans, and charitable organizations. The firm offers a range of investment management and financial planning services using a mix of proprietary and third-party strategies, supported by due diligence and ongoing account reviews.

David Simons is a CFP® with 32 years of industry experience, currently serving as a financial advisor at &Partners. Prior to joining &Partners in 2024, he spent 11 years at UBS Financial Services. Outside of his advisory role, he is a radio host on KMOX. &Partners serves a wide range of individual and institutional clients, offering investment management, financial and tax planning, and consulting services through a combination of fundamental, technical, and quantitative strategies.

Jennifer Gonzales is a Series 66-registered financial advisor with 19 years of industry experience. She has worked at &PARTNERS since 2026 and previously spent a decade at Wells Fargo Clearing, along with six years at Ameriprise. &PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and private businesses. The firm offers investment management and financial planning services, utilizing fundamental, technical, and quantitative analysis through both proprietary and third-party strategies.

Jennifer Wesley is a financial advisor at &Partners with 27 years of industry experience. She holds Series 63 and Series 66 designations and has worked previously at Wells Fargo Clearing and Wells Fargo Advisors. She serves as secretary of her condominium homeowners association, handling communications and coordinating meetings. &Partners serves a diverse range of individual and institutional clients, offering investment management, financial and tax planning, and retirement-plan advisory services through both discretionary and non-discretionary accounts. The firm employs a combination of fundamental, technical, and quantitative analysis, utilizing proprietary and third-party strategies.

Gerald Kirschner is a financial advisor at &PARTNERS with 7 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Ameriprise and BT Americas. &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 using a combination of fundamental, technical, and quantitative analysis across proprietary and third-party strategies.

Kathryn Hartnett is a CFP® and Series 66 credentialed advisor with 15 years of industry experience. She is currently with &PARTNERS, having joined in 2025, and previously worked at Wells Fargo Advisors and Morgan Stanley in various capacities. Hartnett serves on the board of trustees for Mead Hall Episcopal School, where she reviews budgets and financial statements. &PARTNERS serves a broad range of individual and institutional clients, including high-net-worth individuals and charitable organizations. The firm provides investment management, financial and tax planning, and retirement plan consulting, utilizing a combination of fundamental, technical, and quantitative analysis across proprietary and third-party strategies.

Joshua Embry is a financial advisor at &PARTNERS with 29 years of industry experience. He has been with Wiley Bros. Aintree Capital, LLC since 1997. He holds Series 63 and Series 65 licenses. &PARTNERS serves a diverse client base, including high-net-worth individuals, institutions, and private businesses. The firm offers investment management, financial and tax planning, and retirement-plan consulting through both discretionary and non-discretionary approaches, utilizing a combination of fundamental, technical, and quantitative strategies.

Meryl Futey is a CFP® professional with 15 years of industry experience, currently with &PARTNERS. Her prior roles include positions at Avantax and 1st Global Advisors. She is also active as a financial advisor with PKF O’Connor Davies Wealth Management. &PARTNERS serves a diverse client base including individuals, retirement plans, charitable organizations, and private businesses. The firm offers investment management and financial planning through both direct advisor management and third-party managers, employing a blend of analytical approaches and model portfolios.

Shannon Staiger is a financial advisor at &PARTNERS with 25 years of industry experience. She holds the ChFC® designation along with the Series 63 and Series 66 licenses. Prior to joining &PARTNERS in 2026, she worked at Commonwealth Financial Network and SBS Retirement Consultants, LLC, where she was also a co-owner. &PARTNERS serves a diverse clientele including individuals, institutions, retirement plans, and charitable organizations. The firm offers investment management, financial and tax planning, and consulting services, using a combination of proprietary and third-party strategies supported by ongoing account monitoring.