Bradley Clark is a financial advisor with \u0026Partners, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He previously worked at Wells Fargo Advisors and Wells Fargo Clearing from 2009 to 2024. Outside of advising, he serves as a director at the Country Club of Jackson, Michigan. \u0026Partners 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 consulting using a combination of proprietary and third-party strategies, with services delivered through its dual registration as a registered investment adviser and broker-dealer.

Aaron Tait is a CFP® professional with 14 years of industry experience. He is currently an advisor at &PARTNERS and previously worked at Edward Jones for 13 years. He serves as a board member of the Lake Detroiters Association, which focuses on the protection and enhancement of Detroit Lake. &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 mix of fundamental, technical, and quantitative analysis, using both proprietary and third-party strategies, and operates under dual registration as an investment adviser and broker-dealer.

Shannon Simar is a financial advisor at &PARTNERS with 19 years of industry experience. She holds Series 63, 65, and 66 licenses and has worked at firms including Wells Fargo Clearing, Stifel Nicolaus & Co Inc, Raymond James & Associates, Deutsche Bank Securities Inc., Citigroup Global Markets, The Portola Group Inc, and Banc Of America Securities LLC. She serves as a board member of Pat's Legacy, a family nonprofit foundation that makes annual charitable donations. &PARTNERS 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, retirement plan consulting, and brokerage services using a mix of fundamental, technical, and quantitative analysis, with both proprietary and third-party strategies.

James Tracz Jr. is a financial advisor at &PARTNERS with 25 years of industry experience. He holds a Series 66 designation and has worked previously at Commonwealth Financial Network, Ameriprise Financial Services, Inc., and Waddell & Reed, Inc. Tracz is also involved in fixed insurance sales, devoting a small portion of his business hours to this activity. &PARTNERS serves a diverse clientele including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers a range of services such as investment management, financial and tax planning, and retirement-plan consulting, utilizing both proprietary and third-party strategies through an established platform infrastructure.

Billy Estes III is a financial advisor at &Partners with 22 years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones for 12 years before joining &Partners in 2024. &Partners serves a diverse range of individual and institutional clients, including high-net-worth individuals and charitable organizations. The firm offers investment management and financial planning services using a combination of proprietary and third-party strategies, with investment decisions supported by fundamental, technical, and quantitative analysis.

Patrick Callaghan is a financial advisor at &PARTNERS with 28 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. He served as past president of the Rotary Club of Glenview Sunrise, overseeing its fundraising committee for fourteen 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, retirement-plan consulting, and brokerage services, employing a range of analytical approaches and third-party strategies.

Don Cobb is a financial advisor at &PARTNERS with 29 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Advisors, Wells Fargo Clearing, and Prudential Equity Group. Outside of his role at &PARTNERS, he has ownership interests in two investment-related businesses based in Indiana. &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 a combination of proprietary and third-party strategies, utilizing both discretionary and non-discretionary approaches.

Mark Dawson is a financial advisor at &Partners with 25 years of industry experience. He holds a Series 66 designation and has worked at firms including Wells Fargo Clearing, Wells Fargo Advisors LLC, Morgan Stanley, Citigroup Global Markets, and Deutsche Bank Securities Inc. Dawson is based in Baltimore, MD. &Partners serves a diverse client base comprising individual and institutional investors such as 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, employing a variety of analytical methods and third-party strategies, supported by ongoing monitoring and reviews.

David Felder is a Certified Financial Planner® with 24 years of industry experience. He has worked at &PARTNERS since 2024, and previously spent 16 years at Edward Jones and 4 years at Uvest Financial Services Group, Inc. He is also the managing member of Midway 124 LLC, an office building in Sumter, SC. &PARTNERS serves a diverse clientele, including high-net-worth individuals and institutional clients, offering investment management, financial and tax planning, and retirement-plan consulting. The firm employs a range of strategies across discretionary and non-discretionary management, combining fundamental, technical, and quantitative analysis with both proprietary and third-party models.

Karen Kight is a financial advisor at &PARTNERS with 33 years of industry experience. She holds a Series 63 designation and has worked previously at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of advising, she owns Front Porch Sales & Holdings, LLC, an antique market with a coffee counter in Boone, NC. &PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, and institutions. The firm offers investment management, financial and tax planning, and consulting services using a mix of fundamental, technical, and quantitative analysis, with portfolios managed directly or through third-party managers.

Daniel Riazzi is a financial advisor at &Partners in Winston Salem, NC, holding Series 63 and Series 65 licenses with 25 years of industry experience. His prior roles include positions at Wells Fargo Advisors and Wells Fargo Clearing. He is a part owner of two related investment firms, Riazzi Rhyne & Swaim Investment Group LLC and CIWJII LLC. &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 retirement-plan consulting through a combination of discretionary and non-discretionary strategies utilizing both proprietary and third-party models.

Elizabeth Quillin is a financial advisor at &Partners with 24 years of industry experience. She holds Series 63 and Series 65 licenses and has held previous positions at Wells Fargo Advisors and its affiliated entities. Quillin has worked at &Partners since 2023. &Partners serves a broad mix of individual and institutional clients, including high-net-worth individuals, retirement plans, and charitable organizations. The firm offers investment management, financial and tax planning, ERISA 3(21) consulting, retirement-plan participant discretionary management, and brokerage services through its dual registration as a registered investment adviser and broker-dealer.

Tina Sellers Phelan is a financial advisor at &Partners with 32 years of industry experience. She holds Series 63 and Series 65 designations and has previously worked at Wells Fargo Clearing Services LLC and J.P. Morgan Securities. Outside of her advisory role, she co-owns Phelan Enterprises, a non-investment-related business. &Partners serves a broad mix of individual and institutional clients, providing investment management, financial and tax planning, ERISA consulting, retirement plan management, and brokerage services. The firm employs a combination of fundamental, technical, and quantitative analysis, utilizing both proprietary and third-party strategies, and offers municipal advisory and underwriting services.

Kristopher Tedeschi is a financial advisor at &Partners with 18 years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Tedeschi serves as a trustee for a business partner outside of his advisory role. &Partners serves a broad mix of individual and institutional clients, providing investment management, financial and tax planning, ERISA 3(21) consulting, retirement-plan participant discretionary management, and brokerage services. The firm employs a variety of investment strategies and utilizes both proprietary and third-party managers within its dual registration as a registered investment adviser and broker-dealer.

Gabriel Sareli is a financial advisor at &PARTNERS with Series 66 credentials. He joined the firm in 2024 and has no prior industry experience. &PARTNERS serves a diverse range of individual and institutional clients, including high-net-worth individuals, retirement plans, and charitable organizations. The firm offers investment management, financial and tax planning, and brokerage services, employing a mix of fundamental, technical, and quantitative analysis through both proprietary and third-party strategies.

Brian Kelly is a CFP®-designated financial advisor with 34 years of industry experience. He has worked at several firms, including Wells Fargo Advisors and LPL Financial, before joining &Partners in 2024. &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 retirement-plan consulting through a combination of proprietary and third-party strategies, utilizing both discretionary and non-discretionary approaches.

Tyler Polson is a CFP®-certified financial advisor with 23 years of industry experience, currently practicing at &Partners since 2025. He previously worked at Wells Fargo Advisors and Bank of America, each for eight years. Polson serves on the investment committee of the South Coast Botanic Garden Board in Palos Verdes, providing input on endowment fund investments. &Partners serves individual and institutional clients, including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers investment management, financial and tax planning, ERISA consulting, and brokerage services through a dual registration as an investment adviser and broker-dealer, utilizing a mix of proprietary and third-party strategies with ongoing portfolio monitoring.

Michael Donohue is a financial advisor at &PARTNERS with 34 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Wells Fargo Advisors, Bank of America, Merrill, Wells Fargo Clearing, and Prudential Equity Group. Donohue owns and operates Donohue Group, LLC, an investment-related business. &PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, and institutions, 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 and maintains dual registration as both a registered investment adviser and broker-dealer.

Thomas Espy is a financial advisor at &Partners with 38 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Wileybros Aintree Capital since 2013. He is also the president of JACKTEN CORP, a dormant holding company. &Partners serves a diverse range of individual and institutional clients, providing investment management, financial and tax planning, retirement plan consulting, and brokerage services. The firm employs a combination of fundamental, technical, and quantitative analysis and offers portfolios managed directly by advisors or third-party managers.

Sheila Jacobs is a CFP® credentialed financial advisor with 28 years of industry experience, currently with &PARTNERS since 2026. She previously worked for Wells Fargo Clearing and Wells Fargo Advisors LLC between 2013 and 2026. Jacobs has authored three children’s books focused on savings and sharing, and she also teaches a course on the fundamentals of personal finance in Duluth, GA. &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 across discretionary and non-discretionary accounts, utilizing both proprietary and third-party strategies.