Michael Waldron is a CFP®-credentialed financial advisor with 29 years of industry experience. He is currently with &Partners and has previously worked at Wells Fargo Advisors, Bank of America, N.A., and Merrill. Waldron also owns and manages MT Waldron Advisors LLC, a separate financial practice based in Florham Park, NJ. &Partners serves a diverse client base including high-net-worth individuals, retirement plans, and institutional organizations. The firm offers a range of investment management and financial planning services using both proprietary and third-party strategies, and operates as a registered investment adviser and broker-dealer.

James Anderson is a financial advisor at &Partners with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wileybros Aintree Capital LLC and Wells Fargo Advisors. Outside of finance, he is co-owner of a house restoration and sale business and a motel rental operation. &Partners serves a diverse client base including high-net-worth individuals, institutions, and retirement plans, offering investment management, financial and tax planning, and retirement-plan consulting. The firm utilizes a combination of fundamental, technical, and quantitative analysis across discretionary and non-discretionary accounts.

Clint Rickett is a CFP® with 22 years of experience in the financial industry. He currently works at &PARTNERS and previously spent 17 years with Wells Fargo Clearing and Wells Fargo Advisors LLC. &PARTNERS serves a diverse range of clients, including high-net-worth individuals and institutional entities, offering investment management, financial and tax planning, and retirement plan consulting through both registered adviser and broker-dealer platforms. The firm combines fundamental, technical, and quantitative analysis with proprietary and third-party strategies to manage accounts on discretionary and non-discretionary bases.

Robert Gover is a CFP® and holds a Series 66 license with 17 years of industry experience. He has worked at \u0026Partners, LLC since 2024 and previously spent 15 years at Wells Fargo Clearing and Wells Fargo Advisors LLC. \u0026Partners serves a broad range of individual and institutional clients, including high-net-worth individuals, retirement plans, charitable organizations, foundations, universities, trusts, private businesses, and corporations. The firm offers investment management and financial planning services, utilizing a combination of fundamental, technical, and quantitative analysis alongside proprietary and third-party strategies.

Norman Nuismer Jr. is a financial advisor with \u0026Partners in Nashville, TN, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has worked at Wiley Bros Aintree Capital LLC since 2006. \u0026Partners serves a diverse client base including high-net-worth individuals, institutions, and retirement plans, offering investment management, financial and tax planning, and municipal advisory services through a combination of proprietary and third-party strategies.

Jessica Ebling is a financial advisor at &PARTNERS with four years of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo Advisors, Finish Line Inc, and Blue and Co., LLC. &PARTNERS serves a broad range of individual and institutional clients, including high-net-worth individuals, retirement plans, charitable organizations, and private businesses. The firm offers investment management and financial planning services using a combination of proprietary and third-party strategies, with accounts managed on both discretionary and non-discretionary bases.

Joann Jolly is a financial advisor at &PARTNERS with 21 years of industry experience. She holds Series 63 and Series 65 designations. Her prior experience includes roles at Wells Fargo Clearing, US Bank, Charles Schwab, and AITX. &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 a combination of fundamental, technical, and quantitative analysis across proprietary and third-party strategies.

Susan Brown is a financial advisor with \u0026PARTNERS in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. Prior to joining \u0026PARTNERS in 2025, she worked at Wells Fargo Clearing and Wells Fargo Advisors LLC for a combined 16 years. \u0026PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, and institutional entities, offering investment management and financial planning through both advisory and brokerage services. The firm employs a variety of analytical approaches and proprietary and third-party strategies, with advisors able to manage accounts directly or via selected third-party managers.

Christopher Cassidy is a financial advisor at &PARTNERS with 30 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. He serves on the finance committees of St. Stephen's Episcopal Church and the Episcopal Diocese of Albany. &PARTNERS serves both individual and institutional clients, providing investment management, financial and tax planning, and retirement-plan consulting through a combination of proprietary and third-party strategies.

Justin Shaw is a CFP® and ChFC® with eight years of industry experience. He has worked at &PARTNERS since 2026 and previously spent nine years with Edward Jones. Before entering financial advising, he had a six-year tenure at Sir Pizza. &PARTNERS serves a diverse clientele that includes individuals, institutions, retirement plans, charitable organizations, and private businesses. The firm offers a range of services such as investment management and financial planning, utilizing both proprietary and third-party strategies across discretionary and non-discretionary accounts.

Brandon Downey is a financial advisor at &PARTNERS with a Series 66 designation and nine years of industry experience. Prior to joining &PARTNERS in 2026, he spent nine years at Edward Jones and has ownership experience in the pet boarding business Coastal Paws Pet Resort in North Myrtle Beach, co-owned with his wife. &PARTNERS serves a diverse client base including high-net-worth individuals, institutions, and retirement plans, offering a range of investment management and advisory services combining fundamental, technical, and quantitative analysis.

Thomas Campbell IV is a financial advisor at &Partners with 15 years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones for 13 years before joining &Partners in 2024. Campbell is co-founder of Indigo Advisors LLC, an investment legal entity associated with his practice. &Partners serves a diverse range of clients, including high-net-worth individuals, retirement plans, foundations, and corporations, offering investment management and financial planning through both discretionary and non-discretionary approaches using the Envestnet platform and NFS brokerage infrastructure.

Steven Flowers Jr. is a financial advisor at &PARTNERS with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked with LPL Financial, Principal Life Insurance, Principal Securities, and operated Flowers Financial Group. He is involved with the Tift Area YMCA, indicating participation in local nonprofit activities. &PARTNERS serves a diverse client base including high-net-worth individuals, institutions, and charitable organizations. The firm offers investment management and financial planning services using a variety of strategies and platforms, including discretionary and non-discretionary portfolio management.

Joshua Southwick is a financial advisor at &Partners with a Series 66 credential and four years of industry experience. He has worked previously at Wells Fargo Clearing, JPMorgan Chase Bank, J.P. Morgan Securities, and JP Morgan Private Bank. &Partners serves a broad range of individual and institutional clients, including high-net-worth individuals, retirement plans, charitable organizations, foundations, universities, trusts, private businesses, and corporations. The firm provides investment management, financial and tax planning, ERISA consulting, and brokerage services, utilizing a combination of fundamental, technical, and quantitative analysis with both proprietary and third-party strategies.

Edward Prewitt is a CFP® with 25 years of industry experience, currently serving at &Partners since 2024. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC, accumulating 15 years across those firms. Outside of his advisory role, Prewitt is a co-founder of 1828 Capital LLC and participates on the advisory committee for a local juvenile judge campaign. &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 combines fundamental, technical, and quantitative methods with proprietary and third-party strategies, and operates under dual registration as a registered investment adviser and broker-dealer.

Jared Smith is a CFP® with 18 years of industry experience, currently serving as a financial advisor at &Partners since 2025. His prior experience includes roles at Wells Fargo Advisors and Wells Fargo Clearing from 2015 to 2025. He also owns and operates Four Corners Wealth LLC, an investment-related firm based in Russellville, Arkansas. &Partners serves a diverse client base that includes individuals, retirement plans, charitable organizations, and institutions, offering investment management, financial and tax planning, and retirement-plan services. The firm employs a mix of fundamental, technical, and quantitative analysis and offers both discretionary and non-discretionary portfolio management.

Lisa Braden is a financial advisor at &Partners with 28 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing, WELLS FARGO Advisors, LLC, and First Clearing. Outside of her advisory work, she is involved in a rental property business in Wilmington, NC, which she co-owns with her spouse. &Partners serves a diverse client base that includes individuals, institutions, retirement plans, and charitable organizations. The firm offers a range of investment management, financial and tax planning, and consulting services, utilizing both proprietary and third-party strategies with ongoing monitoring and account reviews.

Michael Davis is a financial advisor at &Partners with 20 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory role, Davis is involved in several business ventures, including co-owning a coffee café franchise and participating as an investment team member for the United Methodist Foundation of Western North Carolina. &Partners serves individual and institutional clients with investment management, financial and tax planning, and retirement-plan advisory services. The firm employs a range of strategies including fundamental, technical, and quantitative analysis, offering both discretionary and non-discretionary portfolio management through its Envestnet platform.

Michael Germo is a financial advisor at &PARTNERS with 45 years of industry experience. He holds the CFP® designation and Series 63 license. His prior work includes over 30 years at Royal Alliance Associates, INC., followed by extensive tenure at Financial Planning Resources and Commonwealth Financial Network. Outside of advisory services, he provides tax preparation and accounting through Michael A. Germo Tax Services. &PARTNERS serves a diverse clientele including high-net-worth individuals, institutions, charitable organizations, and retirement plans. The firm offers a range of investment management and financial planning services, utilizing a combination of proprietary and third-party strategies with ongoing portfolio monitoring.

Chase Ziebol is a financial advisor at &Partners with five years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Clearing Services from 2015 to 2023. Outside of advising, he manages a rental property. &Partners serves a diverse client base, including high-net-worth individuals and institutional clients, offering investment management, financial and tax planning, and retirement plan services. The firm employs a variety of analysis methods and both proprietary and third-party strategies, providing tailored portfolio management through its dual registration as a registered investment adviser and broker-dealer.