Suken Jogani is a Series 66-licensed financial advisor at &Partners with 22 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC for a combined 15 years before joining &Partners. &Partners serves a diverse client base, including high-net-worth individuals, institutions, and private businesses, providing investment management, financial and tax planning, ERISA consulting, and brokerage services. The firm employs various investment strategies and offers both discretionary and non-discretionary management using proprietary and third-party solutions.

Courtney Rorie is a financial advisor with &Partners, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. Prior to joining &Partners in 2024, Courtney worked at UBS Financial Services, Inc. from 2014 to 2024. &Partners serves a diverse range of clients, 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 fundamental, technical, and quantitative analysis through both proprietary and third-party strategies.

Rachael Asbury is a CFP®-certified financial advisor with eight years of industry experience. She has worked at &Partners, LLC since 2024 and previously spent six years with Wells Fargo Clearing and Wells Fargo Advisors. Her background includes full-time education at Southern Illinois University Carbondale and employment at White Oak Golf Course. &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 combination of fundamental, technical, and quantitative analysis, managing accounts directly or through third-party managers using the Envestnet platform.

Joel Kaplan is a financial advisor with &PARTNERS in Boca Raton, FL, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. His prior roles include positions at Wells Fargo Advisors LLC and Wells Fargo Clearing. &PARTNERS serves a diverse range of individual and institutional clients, offering investment management, financial and tax planning, and ERISA 3(21) consulting. The firm employs a variety of investment strategies and manages accounts both directly and through third-party managers, with services supported by platforms such as Envestnet and NFS brokerage infrastructure.

Heath Bartlett is a financial advisor at &PARTNERS with 23 years of industry experience. He holds a Series 66 designation and has previously worked at Ameriprise Financial Services, Ameriprise Financial Advisors, Commonwealth Financial Network, and Calmwater Financial. Outside of his advisory role, Bartlett has a personal investment interest in blackICEdata, a company developing AI-compatible data storage technology. &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.

Wendell Jones Jr. is a CFP®-designated financial advisor with over 31 years of industry experience. He joined &Partners in 2023 after 29 years with Edward D. Jones & Co., L.P. He serves as vice chairman of the Dee Dee Land Trust, a land conservation organization in Florence, SC. &Partners serves a diverse client base including high-net-worth individuals, retirement plans, and institutional clients, providing investment management and financial planning services alongside brokerage offerings. The firm employs a mix of fundamental, technical, and quantitative analysis, using both proprietary and third-party strategies.

Jeffrey Libman is a financial advisor at &PARTNERS with 39 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Libman also serves as co-trustee for multiple family trusts. &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 proprietary and third-party strategies.

Alysha Haezaert House is a financial advisor at &Partners with six years of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo Advisors and Huber Capital Management, LLC. &Partners serves a diverse clientele, including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers investment management, financial and tax planning, and advisory services using a range of strategies and platforms, including both proprietary and third-party approaches.

Dawn Porto is a financial advisor at &PARTNERS with 19 years of industry experience. She holds the Series 66 designation and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC for a combined 15 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, and retirement-plan consulting, utilizing a combination of proprietary and third-party strategies with ongoing monitoring and account reviews.

Gabriel Pollock is a financial advisor with \u0026Partners, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He previously worked at Edward Jones for 13 years and held roles at FSC and OSAIC before joining \u0026Partners. Outside of his advisory work, he serves on the parish council board of St. Augustine Catholic Church, is a board member of the Napoleon City Preservation Committee, and is the treasurer for the Liberty Center Education Foundation. \u0026Partners 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. The firm employs a mix of fundamental, technical, and quantitative analysis through discretionary and non-discretionary portfolio management, utilizing both proprietary and third-party strategies.

Mitchell Briggs is a financial advisor at &Partners with 12 years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones for 10 years before joining &Partners in 2024. Outside of his advisory role, he owns a rental property in Manning, South Carolina. &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, and retirement plan consulting, utilizing a mix of proprietary and third-party strategies with ongoing account monitoring.

Clinton Bowen IV is a CFP® certificant with 12 years of industry experience, currently serving as a financial advisor at &PARTNERS since 2024. He previously worked for Edward Jones for 10 years. Outside of his advisory role, Bowen plays fiddle in a bluegrass band and is an Airbnb host. &PARTNERS serves a broad mix of individual and institutional clients, providing investment management, financial and tax planning, and retirement plan consulting. The firm offers discretionary and non-discretionary investment management using a combination of proprietary and third-party strategies, supported by ongoing monitoring and periodic reviews.

Lukas Mihailovich is a financial advisor at &PARTNERS with a Series 66 designation and two years of industry experience. He previously worked at Wells Fargo Clearing and South River Mortgage in various roles. &PARTNERS serves a diverse client base that includes individuals, institutions, retirement plans, charitable organizations, and private businesses, offering investment management, financial and tax planning, ERISA consulting, and brokerage services through both discretionary and non-discretionary portfolios.

Lisa Littles is a financial advisor at &Partners with Series 63 and Series 65 licenses and 26 years of industry experience. Her prior work includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. She also serves as the executor for the estate of Lorraine Ragin. &Partners serves a broad mix of individual and institutional clients, offering investment management, financial and tax planning, and retirement-plan consulting through both discretionary and non-discretionary strategies. The firm employs a blend of fundamental, technical, and quantitative analysis, utilizing proprietary and third-party model portfolios and strategies.

William Davis is a financial advisor at &Partners in Columbia, SC. He holds a Series 66 designation and has been in the industry since 2025, with prior experience at Boger & Peters LLC and Ashton Woods Homes. Before entering financial advisory, he operated Melvins BBQ Inc for seven years. &Partners serves a diverse client base including individuals, institutions, retirement plans, and charitable organizations, offering investment management, financial and tax planning, and municipal advisory services. The firm employs a combination of fundamental, technical, and quantitative analysis across proprietary and third-party strategies, with both discretionary and non-discretionary management options.

Ryan Lightfoot is a financial advisor at &PARTNERS with 15 years of industry experience. He holds the Series 66 designation and previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Outside of his advisory role, he is involved in community activities, serving on the finance committee of Friendship Baptist Church and as a board member of East Texas Vida Nueva, where he helps coordinate faith-based retreats. &PARTNERS serves a diverse client base, including high-net-worth individuals 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, utilizing both proprietary and third-party strategies with ongoing portfolio monitoring.

Hyon Kim is a CFP® professional with 19 years of industry experience. He is currently with &PARTNERS and has previously worked at Fisette & Kim Financial Services, Raymond James Financial Services, key Investment Services, and Embark Financial Services. &PARTNERS serves a diverse client base including individuals, retirement plans, charitable organizations, and corporations, offering investment management, financial and tax planning, and ERISA consulting. The firm employs a range of investment strategies, utilizing both proprietary and third-party models, and operates under dual registration as a registered investment adviser and broker-dealer.

Brenley Davis is a financial advisor at &PARTNERS with 10 years of industry experience. Prior to joining &PARTNERS in 2024, Davis worked at Wells Fargo Clearing and Wells Fargo Advisors for a combined nine years. Outside of advising, Davis co-owns a marine management business and holds volunteer positions with the Sumter Junior Welfare League and the Wilson Hall Parent Teacher Organization. &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 through a combination of proprietary and third-party strategies, employing fundamental, technical, and quantitative analysis on both discretionary and non-discretionary bases.

Robert Elliott is a CFP® certified financial advisor with 33 years of industry experience. He has worked at Wiley Bros. Aintree Capital, LLC since 1992. Elliott is based in Nashville, TN, and holds Series 63 and Series 65 licenses. He is affiliated with &Partners, an enterprise firm serving a wide range of individual and institutional clients, including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers investment management, financial and tax planning, and ERISA consulting, employing a combination of fundamental, technical, and quantitative analysis across discretionary and non-discretionary portfolios.

Kristina Britt is a financial advisor at &Partners with 25 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Wells Fargo Clearing and Wells Fargo Advisors. Outside of her financial advisory role, she works as a concessions supervisor and bartender for events at Boise State University and the Morrison Center for the Performing Arts. &Partners serves a broad 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, with portfolios managed directly or through third-party managers.