Michael Spurrier is a financial advisor at &PARTNERS with Series 63 and Series 66 licenses and four years of industry experience. His prior work includes roles at Wells Fargo Advisors and Fidelity Investments. &PARTNERS serves a diverse group of individual and institutional clients, offering investment management, financial and tax planning, ERISA consulting, and brokerage services. The firm employs a variety of analysis methods and manages accounts through both internal advisors and third-party managers, maintaining ongoing monitoring and periodic reviews.

Daniel Kleinschuster is a financial advisor with \u0026Partners, LLC and holds Series 63 and Series 65 designations. He has 26 years of industry experience, including 17 years at UBS Financial Services Inc before joining \u0026Partners in 2024. \u0026Partners serves a diverse range of individual and institutional clients, providing investment management, financial and tax planning, and retirement-plan consulting. The firm employs a combination of fundamental, technical, and quantitative analysis, offering both discretionary and non-discretionary portfolio management through its proprietary and third-party strategies.

Scott Drysch is a financial advisor at &Partners with 39 years of industry experience. He holds Series 63 and Series 65 designations and has worked at &Partners since 2023, following seven years combined at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory role, Drysch serves on the board of Cosway Company, Inc., which focuses on developing and manufacturing skin, hair, and body care products. &Partners serves a broad client base including individuals, institutions, retirement plans, and charitable organizations. The firm offers investment management, financial and tax planning, and retirement-plan consulting, employing a mix of fundamental, technical, and quantitative analysis across proprietary and third-party strategies.

Samuel Martin is a CFP®-certified financial advisor with 13 years of industry experience. He is currently with &PARTNERS and has previously worked at SJ Martin Wealth Management and Edward Jones. Outside of his advisory work, Martin is a partner in Herban Market LLC, a café located in Beaufort, SC. &PARTNERS serves a diverse client base including high-net-worth individuals, institutions, retirement plans, and charitable organizations. The firm offers investment management and financial planning services using both discretionary and non-discretionary approaches, leveraging a combination of proprietary and third-party strategies.

Michael Duggan is a financial advisor at &Partners with nine years of industry experience. He has previously worked at Wells Fargo Clearing and Indus Capital Partners. Outside of his advisory role, he is a partner at DWM Partners, LLC, involved in funding a new building project in Davidson, North Carolina. &Partners serves a diverse range of individual and institutional clients, offering investment management, financial and tax planning, and retirement-plan consulting. The firm utilizes a combination of fundamental, technical, and quantitative analysis through its Envestnet platform and NFS brokerage infrastructure.

Kaley Idol is a financial advisor at &Partners in Nashville, TN, holding a Series 66 designation with eight years of industry experience. She has worked at WileyBros Aintree Capital LLC since 2018 and previously spent two years at Athens Health and Fitness. &Partners serves a diverse client base, including high-net-worth individuals, institutions, and charitable organizations, 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 access to proprietary and third-party strategies.

Stephen Osborne is a financial advisor with \u0026Partners in Colleyville, TX, holding Series 65 and Series 66 licenses and 20 years of industry experience. Prior to joining \u0026Partners in 2025, he worked at Guidestone Financial Resources of SBC for 19 years and A. G. Edwards & Sons, Inc. for one year. Outside of his advisory role, he is a silent partner in a business that purchases and resells exotic animals. \u0026Partners serves a diverse range of individual and institutional clients, providing investment management, financial and tax planning, ERISA consulting, retirement-plan participant management, and brokerage services. The firm employs a variety of analysis methods and third-party strategies, with investment management available on both discretionary and non-discretionary bases.

John Zinn Jr. is a financial advisor at &Partners with 32 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Zinn Wealth Management, Commonwealth Financial Network, and Wells Fargo Advisors. He is also a co-owner of Zinn Wealth Management, LLC and provides capital for loans to real estate contractors in Falmouth, ME. &Partners serves a diverse 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 through the Envestnet portfolio platform.

Chong Nam is a financial advisor with \u0026Partners, holding Series 63 and Series 65 designations and bringing 31 years of industry experience. His career includes roles at Wells Fargo Advisors and Wiley Bros. Aintree Capital, LLC. Outside of his advisory work, he serves as Treasurer on the Board of Directors for Pinecrest Academy of Nevada and as Treasurer for the Anthem Country Club Community Association, where he oversees financial governance and budgeting. \u0026Partners serves a diverse client base that includes individuals, retirement plans, charities, foundations, universities, trusts, private businesses, and corporations. The firm offers investment management, financial and tax planning, and consulting services through both discretionary and non-discretionary approaches, utilizing a range of analytical methods and third-party managers.

Susan Mallery is a financial advisor at &PARTNERS with 27 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Wells Fargo Clearing and Wells Fargo Advisors LLC. &PARTNERS serves a diverse range of individual and institutional clients, offering investment management, financial and tax planning, and retirement-plan consulting services. The firm utilizes both discretionary and non-discretionary management approaches, combining proprietary and third-party strategies with ongoing monitoring and regular reviews.

Shaune Colwell is a financial advisor at &PARTNERS with 22 years of industry experience. He has held advisory roles at Wells Fargo Clearing and Wells Fargo Advisors LLC prior to joining &PARTNERS. Colwell holds a Series 63 designation. &PARTNERS serves a diverse clientele including high-net-worth individuals, institutions, retirement plans, and charitable organizations. The firm offers investment management, financial and tax planning, and retirement-plan consulting, utilizing a mix of fundamental, technical, and quantitative analysis across both proprietary and third-party strategies.

Julie Rapp is a financial advisor at &PARTNERS with 25 years of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. &PARTNERS serves a diverse client base including high-net-worth individuals, institutions, retirement plans, and charitable organizations. The firm offers investment management, financial and tax planning, and ERISA 3(21) consulting, utilizing a combination of proprietary and third-party strategies alongside fundamental, technical, and quantitative analysis.

Conner Rood is a financial advisor at &PARTNERS with three years of industry experience. He holds a Series 66 designation and previously worked at JPMorgan Chase Bank and J.P. Morgan Securities. He attended Hamilton College prior to entering the financial industry. &PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, and charitable organizations. The firm offers investment management and financial planning services, utilizing a combination of proprietary and third-party strategies with discretionary and non-discretionary account management.

Anastasia Tashlitsky is a Series 66-licensed financial advisor at &PARTNERS with four years of industry experience. She has worked at &PARTNERS since 2024 and previously held positions at Wells Fargo Advisors, Merrill Lynch, and Wells Fargo Clearing. Outside of her advisory role, she is a landlord. &PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, and institutions. The firm offers investment management and financial planning through a combination of proprietary and third-party strategies, with services delivered on both discretionary and non-discretionary bases.

Nicholas Androvich is a financial advisor at &Partners with 25 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. &Partners serves a diverse client base including high-net-worth individuals, retirement plans, charities, foundations, universities, trusts, private businesses, and corporations. The firm offers investment management, financial and tax planning, ERISA 3(21) consulting, and brokerage services using both proprietary and third-party strategies, with options for discretionary and non-discretionary account management.

Elliott Ashe is a financial advisor at &PARTNERS with a Series 66 designation and four years of industry experience. His work history includes positions at Wells Fargo Bank, The Vanguard Group, and Wells Fargo Clearing prior to joining &PARTNERS. &PARTNERS serves a diverse range of individual and institutional clients, offering investment management, financial and tax planning, and retirement plan consulting. The firm combines fundamental, technical, and quantitative analysis with model portfolios and third-party strategies, providing both discretionary and non-discretionary services.

Douglas Bruner III is a financial advisor at &PARTNERS with 10 years of industry experience. He holds a Series 66 credential and previously worked at Ameriprise and Edward Jones. Bruner serves as an officer in the US Army Reserves and is involved in a family-owned newspaper and advertising business. &PARTNERS serves a diverse client base including individuals, institutions, and corporations, offering investment management, financial and tax planning, and retirement plan consulting. The firm delivers discretionary and non-discretionary portfolio management using a range of proprietary and third-party strategies, supported by ongoing monitoring and account reviews.

Michael Donohue is a financial advisor with \u0026PARTNERS, holding a Series 66 credential and 10 years of industry experience. He previously worked at Wells Fargo Advisors, Bank of America, and Merrill. Donohue also owns and manages JONES MD LLC, an investment-related business based in Jersey City, NJ. \u0026PARTNERS serves a diverse client base including high-net-worth individuals, institutions, and private businesses, offering investment management and financial planning services. The firm utilizes a variety of investment strategies and platforms, and operates as both a registered investment adviser and broker-dealer.

Ruth Ellen Marsteller is a financial advisor at &Partners with seven years of industry experience. She holds Series 65 and Series 66 designations. Her prior work includes roles at The Blackstone Group and Merrill. She serves on the Board of Regents for Gunston Hall, an ancestral home of George Mason, representing the national society of colonial dames in charitable governance. &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 brokerage services using a combination of fundamental, technical, and quantitative analysis across proprietary and third-party strategies.

John Stewart is a Series 66-credentialed financial advisor with 21 years of industry experience. He has worked at several Wells Fargo entities from 2009 to 2024 before joining \u0026Partners in 2024. Outside of advising, he serves as a manager of JBK Jackson LLC, an entity related to operational expense management for Meridian Wealth Management \u0026Partners. \u0026Partners serves a diverse client base including individuals, institutions, and private businesses, providing investment management, financial and tax planning, and retirement-plan consulting. The firm offers both discretionary and non-discretionary portfolio management using a combination of fundamental, technical, and quantitative analysis with proprietary and third-party strategies.