James Rohrbaugh is a financial advisor at &Partners with 17 years of industry experience. He holds the Series 66 designation and has worked at &Partners since 2024. Prior to this, he spent eight years at Wells Fargo Clearing and four years at 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 retirement plan services using a combination of proprietary and third-party strategies.

Isaac Bushen is a CFP® professional affiliated with &Partners, with experience working at multiple firms since 2022. His prior roles include positions at Davenport Wealth Management, Commonwealth Financial Network, and Bucholtz & Germo. He also has experience in fixed insurance sales conducted during business hours. &Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations, offering investment management and financial planning services. The firm employs a variety of analytical approaches and manages assets both directly and through third-party managers under its dual registration as a registered investment adviser and broker-dealer.

Vincent Gerardi is a CFP® with 33 years of industry experience, currently serving as a financial advisor at &Partners since 2025. His prior roles include nine years at Wells Fargo Clearing and seven years at 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 through both discretionary and non-discretionary approaches. The firm employs a combination of fundamental, technical, and quantitative analyses, utilizing proprietary and third-party strategies for ongoing portfolio management.

Cynthia Marsteller is a financial advisor with &Partners who holds Series 63 and Series 65 credentials and has 40 years of industry experience. Her prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. She serves as a trustee and chair of development for the George C. Marshall Foundation. &Partners serves a diverse client base including high-net-worth individuals, retirement plans, and institutions, offering investment management and financial planning through both discretionary and non-discretionary approaches. The firm uses a blend of fundamental, technical, and quantitative analysis alongside proprietary and third-party strategies.

Glenn Rudy is a financial advisor at &PARTNERS with Series 63 and Series 65 licenses and 50 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC for 10 years. &PARTNERS serves a diverse range of clients 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 across discretionary and non-discretionary accounts, using both proprietary and third-party strategies.

David Tarantini is a financial advisor at &PARTNERS with 17 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Wells Fargo Advisors LLC and Wells Fargo Clearing for a combined 16 years. &PARTNERS serves a diverse client base including individuals, institutions, retirement plans, and charitable organizations, offering investment management, financial and tax planning, and various advisory services through a combination of proprietary and third-party strategies.

Thomas Kirchner is a financial advisor with &Partners who holds Series 63 and Series 65 designations and has 29 years of industry experience. His prior roles include positions at Wells Fargo Advisors and Wells Fargo Clearing, spanning from 2011 to 2024. Outside of his advisory work, he serves as president of an LLC he co-manages with his wife that invests in real estate through syndicated opportunities. &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 proprietary and third-party strategies, with discretionary and non-discretionary account management supported by a range of analysis techniques and ongoing monitoring.

Virginia Bowie is a financial advisor at &Partners with 47 years of industry experience. She holds a Series 63 designation and previously worked at Wells Fargo Advisors and Wells Fargo Clearing between 2009 and 2025. Outside of her advisory practice, she owns MAE I COOK PRODUCTIONS LLC, a venture focused on encouraging family meal nights through cooking videos. &Partners serves a diverse client base including high-net-worth individuals, institutions, and retirement plans. The firm offers investment management and financial planning services using both proprietary and third-party strategies, employing fundamental, technical, and quantitative analysis within discretionary and non-discretionary frameworks.

Stephanie Morley is a financial advisor at &Partners with seven years of industry experience. She holds the Series 63 and Series 66 designations and has worked previously at Wells Fargo Clearing Services LLC, Citizens Securities, Inc., and Citizens Bank. She is based in Greensburg, PA. &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 retirement-plan services using both proprietary and third-party strategies, with a structured approach to ongoing account monitoring.

Grant Abrams is a financial advisor at &Partners with 18 years of industry experience. He holds the Series 66 credential 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, charitable organizations, and corporations. The firm offers investment management and financial planning services through discretionary and non-discretionary accounts, utilizing a variety of analytical approaches and both proprietary and third-party strategies.

Matthew Imhof is a financial advisor at &Partners with eight years of industry experience. He holds a Series 66 designation and has worked at Wiley Bros.-Aintree Capital, Wells Fargo Advisors, and Argent Management. &Partners serves a diverse client base that includes high-net-worth individuals, institutions, retirement plans, and charitable organizations, offering investment management, financial and tax planning, and municipal advisory services. The firm combines fundamental, technical, and quantitative analysis with proprietary and third-party strategies to manage accounts on both discretionary and non-discretionary bases.

Jane Collins is a financial advisor with \u0026PARTNERS in Meridian, MS, holding Series 63 and Series 66 designations and possessing six years of industry experience. She has previously worked at Wells Fargo Clearing Services, Ideal Software Solutions, and The Prudential Insurance Company of America. Collins has volunteered with Habitat for Humanity for nearly two decades, serving as a bookkeeper. \u0026PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, foundations, and corporations. The firm offers investment management, financial and tax planning, and brokerage services, utilizing a combination of fundamental, technical, and quantitative analysis across discretionary and non-discretionary accounts.

Sasha Kiel is a financial advisor at &PARTNERS with Series 63 and Series 66 credentials and 25 years of industry experience. Prior to joining &PARTNERS in 2025, Kiel worked at Wells Fargo Clearing for six years and UBS Financial Services for five years. &PARTNERS serves a diverse range of clients, including high-net-worth individuals, retirement plans, charitable organizations, and private businesses. The firm offers investment management and financial planning services through discretionary and non-discretionary approaches, utilizing a variety of analytical methods and both proprietary and third-party strategies.

Mark Gilbert is a financial advisor with &Partners, holding Series 63 and Series 65 designations and bringing 29 years of industry experience. His prior experience includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. He serves as a board member of the Summersby Homeowners Association in Fayetteville, Arkansas. &Partners serves individual and institutional clients, including high-net-worth individuals, retirement plans, and charitable organizations. The firm offers investment management, financial and tax planning, and ERISA consulting, utilizing a blend of fundamental, technical, and quantitative analysis with both proprietary and third-party strategies.

James Hill is a financial advisor with &PARTNERS, holding Series 63 and Series 66 credentials and 24 years of industry experience. He worked at Edward Jones for 22 years before joining &PARTNERS in 2024. Hill is a co-founder and owner of Indigo Advisors LLC, the entity for his practice within &PARTNERS. &PARTNERS serves a broad mix of individual and institutional clients, offering investment management, financial and tax planning, ERISA consulting, and brokerage services through a dual registration as an RIA and broker-dealer. The firm employs fundamental, technical, and quantitative analysis across discretionary and non-discretionary accounts, managing portfolios internally or via third-party managers.

Presley Johnston is a financial advisor at &PARTNERS based in Tyler, TX, holding a Series 66 designation with less than one year of industry experience. Prior to joining &PARTNERS, he held various roles in education and other sectors, including positions at Texas A&M University and several school districts. &PARTNERS serves a diverse client base that includes high-net-worth individuals, institutions, and corporations. The firm offers a range of investment management and advisory services using multiple analytical approaches and proprietary platforms, with both discretionary and non-discretionary account management options.

Beth Anderson is a financial advisor at &PARTNERS with 11 years of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo Advisors and Wells Fargo Clearing from 2015 to 2025. &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 approaches and portfolio management strategies, providing both discretionary and non-discretionary services through an established platform and brokerage infrastructure.

Matthew Bruton is a financial advisor at &PARTNERS with 21 years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. &PARTNERS serves a diverse client base including individuals, retirement plans, charitable organizations, and corporations, providing investment management, financial and tax planning, and ERISA consulting. The firm utilizes a variety of investment strategies through discretionary and non-discretionary management, supported by both proprietary and third-party platforms.

Gabriel Davis is a financial advisor at &Partners with 15 years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Advisors and its affiliates from 2011 to 2024 before joining &Partners. Outside of advising, he serves as secretary of Camp Debby, Inc., a recreational hunting and camping land entity, and is associated with 2 1 Romeo, Inc., a private-use personal aircraft. &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 through both discretionary and non-discretionary approaches, utilizing fundamental, technical, and quantitative analysis across proprietary and third-party strategies.

John Williams is a financial advisor at &PARTNERS with one year of industry experience. He holds the Series 66 designation and has prior work experience at American Pulverizer Company, Cerner Corporation, and the University of Arkansas. &PARTNERS serves a diverse range of clients, including individuals, institutions, and charitable organizations, providing investment management, financial and tax planning, and retirement-plan consulting. The firm employs a mix of fundamental, technical, and quantitative analysis and offers advisory services through both in-house financial advisors and third-party managers.