Michael Nobles is a financial advisor with \u0026Partners in Houston, TX, holding Series 63, Series 65, and Series 66 licenses and bringing 31 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors. \u0026Partners 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 municipal advisory services, employing a combination of fundamental, technical, and quantitative analysis alongside third-party and proprietary strategies.

Paul Roy IV is a CFP®, CFA®, and holds a Series 66 license with 20 years of industry experience. He is currently with &Partners 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, utilizing a combination of fundamental, technical, and quantitative analysis with both proprietary and third-party strategies.

Janet Talis is a financial advisor at &Partners with 18 years of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC for a combined 14 years. &Partners serves a diverse client base including individuals, institutions, retirement plans, and charitable organizations. The firm offers investment management and financial planning services using a combination of proprietary and third-party strategies, with both discretionary and non-discretionary account management.

Kaleb Cowart is a financial advisor at &PARTNERS with three years of industry experience. He holds the Series 63 and Series 65 credentials and previously worked at LPL Financial. Cowart is a former professional baseball player and founded the Play It Forward Baseball Camp, a community initiative combining baseball instruction with faith-based activities. &PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, and institutions. The firm offers investment management and financial planning services, utilizing a variety of strategies and both discretionary and non-discretionary account management.

Justin Ostrander is a financial advisor at &PARTNERS with five years of industry experience. He holds the Series 66 designation and has previously worked at Wells Fargo Advisors and Cambridge Investment Research. Outside of finance, he is a recording guitarist and owns a music business based in Madison, Tennessee. &PARTNERS serves individual and institutional clients, including high-net-worth individuals, retirement plans, and charitable organizations. The firm offers a range of investment management and financial planning services, utilizing a mix of fundamental, technical, and quantitative analysis with discretionary and non-discretionary account management options.

Mary Bronton is a financial advisor at &PARTNERS with 32 years of industry experience. She holds the Series 63 and Series 66 designations. Her prior experience includes ten years at Wells Fargo Clearing and seven years at 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 using a combination of proprietary and third-party strategies, with discretionary and non-discretionary management options.

Julia Lindberg is a financial advisor at &Partners with 27 years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at Parsons Financial Advisors and Commonwealth Financial Network. Lindberg is also president and owner of Lindberg Investments LLC, an entity created for securities business. &Partners serves a diverse 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 proprietary and third-party strategies with both discretionary and non-discretionary approaches.

Janeen Babas is a Series 66-licensed financial advisor with 11 years of industry experience. She currently works at &PARTNERS and has a background that includes nearly two decades with Wells Fargo in various roles. Outside of her advisory work, she serves as a board member for the Yelm Seventh-Day Adventist Church, assisting with church programs. &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 ERISA consulting, utilizing a blend of fundamental, technical, and quantitative analysis through both proprietary and third-party strategies.

Sterling Swaim is a financial advisor with &PARTNERS in Winston Salem, NC, holding Series 63 and Series 65 credentials and 25 years of industry experience. He previously worked at Wells Fargo Advisors and Wells Fargo Clearing from 2009 to 2025. Outside of his advisory role, he has ownership interests in two investment-related ventures based in Winston Salem. &PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, and institutional clients. The firm offers investment management, financial and tax planning, and retirement-plan consulting through a combination of proprietary and third-party strategies, utilizing the Envestnet platform and NFS brokerage infrastructure.

Allie Long Innes is a financial advisor at &PARTNERS with 15 years of industry experience. She holds a Series 66 designation and has worked at WileyBros Aintree Capital LLC since 2011. &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 analysis alongside proprietary and third-party strategies.

Chenyi Booth is a financial advisor at &PARTNERS with 18 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 group of clients, including high-net-worth individuals, institutional investors, and charitable organizations. The firm offers a range of investment management and consulting services using a combination of proprietary and third-party strategies, supported by both discretionary and non-discretionary account management.

Chad Shaddox is a financial advisor at &PARTNERS with 24 years of industry experience. He held a position at Edward Jones from 2002 to 2024 before joining &PARTNERS in 2024. He holds the Series 63 and Series 66 licenses. &PARTNERS serves individual and institutional clients including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm provides investment management, financial and tax planning, and various advisory services using a combination of proprietary and third-party strategies, supported by both discretionary and non-discretionary account management.

Marvin Sims is a financial advisor with \u0026PARTNERS in Meridian, MS, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. His prior work includes positions at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Merrill. Sims serves as a board member on the Rotary District 6820 Foundation, contributing to grant allocation decisions. \u0026PARTNERS serves a diverse client base, including high-net-worth individuals and institutional clients, providing investment management, financial and tax planning, and retirement-plan services. The firm employs a range of investment strategies and offers discretionary and non-discretionary portfolio management utilizing the Envestnet platform and NFS brokerage infrastructure.

Brian Cain is a financial advisor at &Partners with 20 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Cain serves on the Board of Directors and the Finance Committee for the Terre Haute Public Library. &Partners serves a diverse clientele including individuals, institutions, retirement plans, and charitable organizations. The firm offers investment management and advisory services using a combination of proprietary and third-party strategies, with capabilities in municipal advisory and underwriting.

Natalie Kahl is a financial advisor at &Partners with 27 years of industry experience. She holds a Series 66 designation and has previously worked at Wells Fargo Advisors in various capacities from 2009 to 2024. &Partners serves a diverse client base including individuals, retirement plans, charitable organizations, and private businesses. The firm offers investment management, financial and tax planning, and retirement plan consulting using a combination of proprietary and third-party strategies with ongoing account monitoring.

Megan Barnes is a Series 66 licensed financial advisor at &PARTNERS with nine years of industry experience. She has worked at several firms, including Wells Fargo Clearing, Private Client Services, and Lincoln Financial Advisors. Barnes holds a minority ownership interest in County Line Capital Partners, LLC, an investment entity. &PARTNERS serves a diverse client base that includes high-net-worth individuals, retirement plans, and institutional clients. The firm offers investment management and financial planning services using a combination of fundamental, technical, and quantitative analysis, with options for discretionary and non-discretionary account management.

Malory Caltagirone is a financial advisor with \u0026PARTNERS, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. Before joining \u0026PARTNERS in 2025, she worked at Wells Fargo Clearing and WELLS FARGO Advisors, LLC for a combined 13 years. She also has a long-standing role at Studio Visage since 2006. \u0026PARTNERS serves a diverse client base, including high-net-worth individuals, retirement plans, and institutional entities. The firm offers investment management and financial planning services using a combination of proprietary and third-party strategies, supported by comprehensive due diligence and ongoing account monitoring.

Pasquale Capone is a financial advisor at &Partners with 32 years of industry experience. He holds Series 63, Series 65, and Series 66 credentials. Prior to joining &Partners in 2025, he worked at Wells Fargo Clearing and Wells Fargo Advisors LLC for a combined 16 years. Outside of his advisory role, he serves as a trustee for a family trust. &Partners serves a broad 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 both proprietary and third-party strategies, and operates as both a registered investment adviser and broker-dealer.

Angela Thames is a CFP® with 28 years of experience in the financial services industry. She is currently with &Partners, LLC, having joined in 2024, and previously worked at Wells Fargo Clearing and Wells Fargo Advisors. &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 fundamental, technical, and quantitative analysis, with options for discretionary and non-discretionary account management.

Jo Grooms is a financial advisor at &Partners with 42 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. &Partners serves individual and institutional clients, including high-net-worth individuals, retirement plans, and charitable organizations. The firm offers investment management and financial planning through both discretionary and non-discretionary approaches using a range of proprietary and third-party strategies.