David Kluger is a financial advisor at &Partners with nine years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Advisors, Wells Fargo Clearing Services, and Edward Jones. Outside of his advisory role, Kluger serves as a director of the Ouabache Land Conservancy, managing properties for wildlife habitat preservation, and is a board member of the Terre Haute Symphony Orchestra. &Partners serves a diverse client base including individuals, retirement plans, charitable organizations, and private businesses, offering investment management, financial and tax planning, and ERISA consulting. The firm employs a combination of fundamental, technical, and quantitative analysis across discretionary and non-discretionary accounts using the Envestnet platform and NFS brokerage infrastructure.

Lisa Scriba is a financial advisor with \u0026PARTNERS, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. Prior to joining \u0026PARTNERS, she worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of her advisory role, she owns and oversees an automotive maintenance and repair business in Indian Trail, NC. \u0026PARTNERS serves a diverse clientele, including high-net-worth individuals 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 combination of fundamental, technical, and quantitative analyses supported by a variety of proprietary and third-party investment approaches.

David Weiss is a financial advisor at &PARTNERS with the ChFC® designation and Series 63 and 65 licenses. He has five years of industry experience and previously worked at firms including Wells Fargo Clearing, Creative Planning LLC, and AMJ Financial Wealth Management LLC. &PARTNERS serves a wide range of clients, including high-net-worth individuals and institutional entities, providing investment management, financial and tax planning, and retirement plan consulting. The firm employs a variety of analytical approaches and offers discretionary and non-discretionary portfolio management through both in-house advisors and vetted third-party managers.

Louise Ozolins is a financial advisor at &PARTNERS with 15 years of industry experience and holds the Series 66 designation. She previously worked at Wells Fargo Advisors and Wells Fargo Clearing for a total of 15 years before joining &PARTNERS. &PARTNERS serves a diverse range of individual and institutional clients, offering investment management, financial and tax planning, ERISA 3(21) consulting, and brokerage services. The firm utilizes a combination of fundamental, technical, and quantitative analysis across discretionary and non-discretionary accounts, with portfolios managed either directly by advisors or third-party managers selected through due diligence.

Larry Marks is a financial advisor at &PARTNERS with 31 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. &PARTNERS serves a broad range of individual and institutional clients, offering investment management, financial and tax planning, and retirement-plan services. The firm uses a combination of fundamental, technical, and quantitative analysis with both proprietary and third-party strategies, and operates under dual registration as a registered investment adviser and broker-dealer.

Ryan Barber is a financial advisor with &Partners, LLC, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He worked at Edward Jones for 20 years before joining &Partners in 2024. &Partners serves a wide range of individual and institutional clients with investment management, financial and tax planning, and retirement-plan consulting services. The firm employs a mix of fundamental, technical, and quantitative analysis across discretionary and non-discretionary accounts, supporting both in-house and third-party portfolio management.

Robert Hartland II is a financial advisor at &PARTNERS with six years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Advisors and Cambridge Investment Research. Outside of his advisory role, he coaches children through an organization called Warrior Way and is an author of inspirational sports-related content aimed at teaching courage to kids. &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 combination of fundamental, technical, and quantitative analysis across proprietary and third-party strategies, managing accounts on both discretionary and non-discretionary bases.

Edward Wingrove is a financial advisor at &PARTNERS with 36 years of industry experience and holds a Series 63 designation. His prior roles include positions at Wells Fargo Clearing, Stifel Nicolaus & Co Inc, Raymond James & Associates, and Morgan Keegan & Company, LLC. Wingrove is involved in several family business entities, including interests in a restaurant and multiple residential properties. &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 using a range of strategies and platforms, with advisory services provided on both discretionary and non-discretionary bases.

Jose Bravo is a financial advisor at &PARTNERS with 15 years of industry experience. He has previously worked at Wells Fargo Advisors and Wells Fargo Clearing for a total of 13 years. &PARTNERS serves a broad mix 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 and various financial services through both discretionary and non-discretionary approaches, utilizing a combination of fundamental, technical, and quantitative analysis.

Joanne Windas is a financial advisor at &PARTNERS with 28 years of industry experience. She holds Series 63 and Series 66 designations. Prior to joining &PARTNERS in 2026, she worked at Wells Fargo Clearing and Wells Fargo Advisors LLC for a combined 16 years. Outside of her advisory role, she serves as co-executor for her parents’ estates. &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 services. The firm employs a combination of fundamental, technical, and quantitative analysis with both proprietary and third-party strategies, and operates under dual registration as a registered investment adviser and broker-dealer.

Irene Kapusciarz is a financial advisor at &Partners with 25 years of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of finance, she manages banquet operations at a historic Chicago venue. &Partners serves a diverse range of individual and institutional clients, offering investment management, financial and tax planning, and retirement-plan services through a combination of proprietary and third-party strategies supported by robust portfolio and brokerage platforms.

Robert Schmidt is a financial advisor at &Partners with Series 63 and Series 65 credentials and 37 years of industry experience. His prior experience includes eight 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 variety of strategies and platforms, and operates as both a registered investment adviser and broker-dealer.

Rebecka Waller is a financial advisor at &PARTNERS with seven years of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo Clearing and the Airborne and Special Operations Test Directorate. &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, and ERISA 3(21) consulting, employing a combination of fundamental, technical, and quantitative analysis across discretionary and non-discretionary services.

Theodore Zak is a CFP® professional with 34 years of industry experience, currently serving at &Partners since 2024. He previously worked at Wells Fargo Advisors and Wells Fargo Clearing from 2009 to 2024. Outside of his advisory role, Zak volunteers as a teacher of investing principles at the University of Delaware Osher Academy, teaches continuing education courses for CPAs, serves on an advisory board for Surgent Professional Education, and holds leadership and board positions with the Rotary Club of Longwood Foundation and the Andrew McDonough B+ Foundation. &Partners serves a diverse client base, including high-net-worth individuals, retirement plans, charitable organizations, and corporations, offering investment management, financial and tax planning, and retirement consulting. The firm employs a mix of fundamental, technical, and quantitative strategies, with investment management available on both discretionary and non-discretionary bases.

Brett Laboube is a financial advisor at &Partners with 16 years of industry experience. He holds the Series 66 designation and has previously worked at Wells Fargo Advisors and Wells Fargo Clearing. &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, ERISA 3(21) consulting, and brokerage services, employing a variety of investment strategies with ongoing account monitoring.

Brad Manchester is a financial advisor at &PARTNERS with 26 years of industry experience. He has held positions at Wells Fargo Advisors LLC and Wells Fargo Clearing prior to joining &PARTNERS in 2024. Outside of his advisory role, he is the treasurer of Le Beau Fleuve Inc., a homeowners association for a summer cottage community. &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 municipal advisory services, utilizing a combination of proprietary and third-party strategies through a dual registration as a registered investment adviser and broker-dealer.

Micah Elkins is a financial advisor at &Partners with 11 years of industry experience. He previously worked at Edward Jones for nine years before joining &Partners in 2024. Elkins holds a Series 66 designation. Outside of his advisory work, he is co-owner of two real estate businesses focused on remodeling homes for flipping or renting. &Partners serves a diverse client base including high-net-worth individuals, retirement plans, and institutional investors. The firm offers investment management and financial planning using a combination of fundamental, technical, and quantitative analysis, with services delivered both directly and through third-party managers.

John Gallman is a financial advisor with \u0026Partners, holding Series 63 and Series 66 designations and bringing 21 years of industry experience. He worked at Edward Jones for 20 years before joining \u0026Partners in 2024. Outside of advising, he is involved as President/CEO of G-Force Capital Holdings LLC, a land holding company specializing in recreational timberland. \u0026Partners serves a broad mix of individual and institutional clients, providing investment management, financial and tax planning, and retirement plan consulting. The firm combines fundamental, technical, and quantitative analysis with proprietary and third-party strategies, offering both discretionary and non-discretionary portfolio management.

Tiffany Olason is a financial advisor with \u0026Partners who holds Series 63 and Series 66 credentials and has 21 years of industry experience. Her prior work includes roles at Wells Fargo Advisors and Wells Fargo Clearing. \u0026Partners serves a diverse range of clients, including high-net-worth individuals, retirement plans, and institutional entities. The firm offers investment management, financial and tax planning, and retirement-plan consulting services through both discretionary and non-discretionary approaches, utilizing proprietary and third-party strategies.

Tyler Goodson is a financial advisor at &PARTNERS with 15 years of industry experience. He holds a Series 66 designation and has worked previously at Wells Fargo Advisors and Wells Fargo Clearing. &PARTNERS 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 retirement-plan services, utilizing a combination of fundamental, technical, and quantitative analysis across proprietary and third-party strategies.