Scott Sargent is a CFP® with 32 years of experience in the financial industry. He has worked at &PARTNERS since 2026 and previously spent 16 years with Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory role, he manages his mother’s investment accounts under a power of attorney. &PARTNERS serves a diverse client base that includes high-net-worth individuals, institutions, and private businesses. The firm offers a range of investment management and financial planning services using a combination of fundamental, technical, and quantitative analysis, and supports both discretionary and non-discretionary account management.

Heather Cortez is a financial advisor at &PARTNERS with eight years of industry experience. She holds the Series 66 designation and has worked previously at Old National Bank, LPL Financial, First Midwest Bank, and Chase Bank. &PARTNERS serves a wide range of clients, including individuals, institutions, retirement plans, and charitable organizations. The firm offers investment management, financial and tax planning, and consulting services, employing a combination of fundamental, technical, and quantitative analysis across discretionary and non-discretionary portfolios.

Pamela Wise is a financial advisor with \&PARTNERS in Washington, DC, holding Series 63, 65, and 66 licenses and possessing 25 years of industry experience. She previously worked at Bank of America and Merrill for 14 years. Outside of advising, she owns Owlbat Industries LLC, a dressmaking company, and serves on the board and investment committee of St. David's Church in Washington, DC. \&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 services utilizing a combination of proprietary and third-party strategies with ongoing monitoring and account reviews.

Demos Argyros is a financial advisor at &PARTNERS with Series 63 and Series 65 credentials and 41 years of industry experience. He previously worked at Oppenheimer Asset Management Inc. and Fahnestock & Co. Inc. for 22 years. &PARTNERS serves a broad mix 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, ERISA 3(21) consulting, and brokerage services, utilizing a combination of fundamental, technical, and quantitative analysis along with proprietary and third-party strategies.

Ryan Shank is a financial advisor at &PARTNERS with 29 years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining &PARTNERS in 2024, he was with Wells Fargo Clearing and Wells Fargo Advisors LLC from 2009 to 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, utilizing a variety of strategies and a combination of proprietary and third-party models.

Karen Shane is a CFP®-designated financial advisor with 21 years of industry experience. She currently works at &PARTNERS and has previously held roles at Wells Fargo Clearing, Wells Fargo Advisors LLC, and A. G. Edwards & Sons, Inc. &PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, institutions, and corporations. The firm provides investment management and financial planning services using a combination of fundamental, technical, and quantitative analysis, with offerings that include discretionary and non-discretionary management through both in-house advisors and third-party managers.

Charles Gordon is a financial advisor at &PARTNERS with 53 years of industry experience. He holds the Series 63 designation and has worked previously at Wells Fargo Advisors and Wells Fargo Clearing. Outside of advisory work, he is co-owner and President of MCG Holdings, LLC, a company that owns and manages a warehouse in Russellville, Arkansas. &PARTNERS serves a diverse client base including individuals, institutions, and private businesses, offering investment management, financial and tax planning, and retirement plan consulting. The firm employs a mix of fundamental, technical, and quantitative strategies, utilizing both proprietary and third-party portfolio management.

Lucas Glass is a financial advisor at &Partners with 21 years of industry experience. He holds the Series 66 designation and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. He has been with &Partners since 2023. &Partners serves a diverse clientele including high-net-worth individuals, retirement plans, and institutional clients. The firm offers investment management, financial and tax planning, ERISA consulting, and brokerage services, employing a range of fundamental, technical, and quantitative strategies with oversight through platform-based and third-party manager options.

Joseph Suster is a financial advisor at &PARTNERS with a Series 66 designation and less than one year of industry experience. His prior work includes roles at Bucholtz & Germo, TrueHarbor LLC, Commonwealth Financial Network, and various other organizations. &PARTNERS serves individual and institutional clients such as high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers investment management, financial and tax planning, ERISA consulting, and brokerage services, utilizing a combination of fundamental, technical, and quantitative analysis across proprietary and third-party strategies.

Christina De Witt is a financial advisor at &Partners with over 21 years of industry experience. She holds the CFP® and ChFC® designations and previously worked for Edward Jones for 20 years. Outside of her advisory role, she serves as treasurer of the Mountain Vista Real Estate Investor Group in Edwards, CO. &Partners serves a diverse client base including high-net-worth individuals, retirement plans, and institutions, offering investment management, financial and tax planning, and other advisory services. The firm employs a combination of fundamental, technical, and quantitative analysis and manages accounts through both in-house and third-party portfolio strategies.

David Bucholtz Jr. is a CFP® professional with 31 years of industry experience. He is currently with \u0026Partners and has previously worked at Michael Germo Dba Financial Planning Resources, Bucholtz \u0026 Germo, and Commonwealth Financial Network. In addition to his advisory work, he is president and owner of Bucholtz Consulting, LLC, which operates securities and insurance businesses, and he also provides tax preparation services. \u0026Partners 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 services through a combination of proprietary and third-party strategies, using a variety of analytical approaches.

Laura Johnston is a CFP® certificant with 22 years of industry experience. She is currently a financial advisor with &Partners, LLC and has prior experience at Wells Fargo Advisors and Wells Fargo Clearing. &Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, foundations, universities, trusts, private businesses, and corporations. The firm offers a range of investment management and financial services using a combination of proprietary and third-party strategies, with both discretionary and non-discretionary account management.

Jody Angellotti is a financial advisor with \u0026PARTNERS in Oneonta, NY, holding a Series 66 designation and 16 years of industry experience. Prior to joining \u0026PARTNERS in 2026, Jody worked at Wells Fargo Clearing and Wells Fargo Advisors LLC for a combined 11 years. Jody serves on the finance committee of Otsego Christian Academy, where they review school financials. \u0026PARTNERS serves a diverse client base including individuals, institutions, and charitable organizations. The firm provides investment management and advisory services using a combination of fundamental, technical, and quantitative analysis through its Envestnet platform and maintains both discretionary and non-discretionary account management options.

Todd Geller is a financial advisor at &PARTNERS with 35 years of industry experience. He holds a Series 63 designation and previously worked at Ameriprise and Ameriprise Financial Services, Inc. from 2014 to 2025. &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 through a combination of fundamental, technical, and quantitative analysis, utilizing both proprietary and third-party strategies.

Milton Schwartz is a financial advisor with \u0026Partners, holding Series 63 and Series 65 designations and bringing 39 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Merrill. \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 through discretionary and non-discretionary approaches, utilizing both proprietary and third-party strategies.

Julianna Devonshire is a financial advisor with \u0026Partners, holding a Series 66 designation and 17 years of industry experience. Her prior work includes roles at Wells Fargo Advisors LLC and Wells Fargo Clearing, where she spent a combined 14 years. \u0026Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and private businesses. The firm offers investment management and financial planning through a combination of proprietary and third-party strategies, utilizing both discretionary and non-discretionary approaches.

Peter Noto is a financial advisor at &PARTNERS in Pittsford, NY, holding Series 63 and Series 66 licenses with five years of industry experience. He previously worked at Credit Suisse Securities (USA) LLC for 12 years before joining &PARTNERS in 2026. &PARTNERS serves a diverse client base 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 combination of fundamental, technical, and quantitative analysis across proprietary and third-party strategies.

Jillian Hoffman is a financial advisor at &Partners with 21 years of industry experience. She holds a Series 66 credential and has worked at several firms including Wells Fargo Clearing, Wells Fargo Advisors, Ameriprise, Columbia Management Investment Advisers, and Transamerica Financial Advisors. Outside of her advisory role, she has ownership interests in two print-on-demand merchandise businesses. &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 advisory services using a combination of proprietary and third-party strategies, supported by the Envestnet portfolio platform and NFS brokerage infrastructure.

Debra Dragich is a CFP®-designated financial advisor at &PARTNERS with 29 years of industry experience. She previously worked at Raymond James & Associates for 11 years before joining &PARTNERS. &PARTNERS serves a diverse client base that includes high-net-worth individuals, institutions, retirement plans, and charitable organizations. The firm offers investment management and financial planning services using a mix of fundamental, technical, and quantitative analysis across discretionary and non-discretionary accounts.

Craig Foreman is a financial advisor at &Partners with 12 years of industry experience. He previously worked at Edward Jones for 10 years before joining &Partners in 2024. Outside of his advisory role, he serves as an elder and board member at Odessa Bible Church, where he participates in governance and occasional ministry activities. &Partners serves a diverse client base including individuals, institutions, and corporations, offering investment management, financial and tax planning, and retirement-plan consulting. The firm employs a range of strategies combining fundamental, technical, and quantitative analysis, and provides services through both discretionary and non-discretionary account management.