Christina Crites is a financial advisor at &Partners with eight years of industry experience. She holds a Series 66 designation and has worked at Wells Fargo Clearing and LPL Financial prior to joining &Partners. Outside of her advisory role, she provides personal care support to a family member. &Partners serves a diverse client base, including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers investment management and a range of financial and tax planning services utilizing both proprietary and third-party strategies.

Kathryn Buchta is a financial advisor at &PARTNERS with one year of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo Advisors and Wells Fargo Clearing Services. &PARTNERS serves a broad mix of individual and institutional clients, offering investment management, financial and tax planning, and ERISA 3(21) consulting. The firm uses a combination of fundamental, technical, and quantitative analysis, managing accounts through both in-house advisors and third-party managers.

Gavin Cross is a financial advisor at &PARTNERS with one year of industry experience. He holds the Series 66 designation and previously worked at National Door & Trim and CaroTrans. &PARTNERS serves a diverse clientele including high-net-worth individuals, retirement plans, charitable organizations, and private businesses, offering investment management, financial and tax planning, and ERISA 3(21) consulting. The firm employs a range of analytical approaches and both proprietary and third-party strategies, managing accounts through discretionary and non-discretionary platforms.

David Thompson is a CFP® with 37 years of industry experience, currently serving as a financial advisor at &PARTNERS since 2025. He previously worked at Wells Fargo Clearing from 2016 to 2025 and Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory work, he is the author of a book titled *Conquering Kilimanjaro and Inner Demons*. &PARTNERS serves a diverse client base including high-net-worth individuals, institutions, and charitable organizations. The firm offers investment management and financial planning services utilizing a mix of fundamental, technical, and quantitative analyses, along with proprietary and third-party strategies.

Pamela Guggenheim is a financial advisor at &PARTNERS with 36 years of industry experience. She holds Series 63 and Series 65 credentials and has 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 consulting. The firm employs a combination of fundamental, technical, and quantitative analysis across discretionary and non-discretionary portfolios and operates as both a registered investment adviser and broker-dealer.

Patrick Hoene is a financial advisor at &Partners with 12 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked for Wells Fargo Advisors for 11 years before joining &Partners. &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 consulting services, utilizing a combination of fundamental, technical, and quantitative analysis across discretionary and non-discretionary accounts.

George Barnes is a financial advisor with \u0026PARTNERS in Leesville, South Carolina, holding a Series 66 designation and 11 years of industry experience. Prior to joining \u0026PARTNERS in 2026, he worked at Ameriprise Financial Services, LLC from 2020 to 2026 and Edward Jones from 2014 to 2020. Outside of his advisory role, Barnes owns a CPA and tax preparation practice and operates an automated storage unit business. \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 other advisory services through a combination of proprietary and third-party strategies, delivered via discretionary and non-discretionary platforms.

Carter Groomes is a Series 66-licensed advisor with \u0026PARTNERS in Clemson, SC. He has one year of industry experience and has previously worked at Renovo Financial and Lima One Capital. \u0026PARTNERS 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 variety of investment strategies across discretionary and non-discretionary accounts and operates as both a registered investment adviser and broker-dealer.

Ethan Daniels is a financial advisor at &PARTNERS with Series 63 and Series 65 licenses and four years of industry experience. He has worked at Commonwealth Financial Network, SBS Retirement Consultants, Robinson & Ward P.C., and the University of Nevada Las Vegas. &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 offers investment management, financial and tax planning, ERISA 3(21) consulting, and brokerage services through both discretionary and non-discretionary approaches, using a combination of proprietary and third-party strategies.

Logan Swartzentruber is a financial advisor at &PARTNERS with five years of industry experience. He previously worked at Wells Fargo Advisors and Thrivent Investment Management Inc. Outside of his advisory role, he serves as an assistant golf coach at Dalton High School. &PARTNERS serves a broad mix of individual and institutional clients, offering investment management, financial and tax planning, ERISA consulting, and brokerage services through both discretionary and non-discretionary approaches.

Derek Slaymaker is a financial advisor at &PARTNERS with five years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Advisors and Wells Fargo Clearing. His background also includes roles with Wichita State Shocker Athletics and Wichita State University. &PARTNERS serves a diverse client base including individuals, institutions, retirement plans, and charitable organizations. 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.

Nathan Love is a financial advisor with &Partners, holding Series 63, 65, and 66 licenses and bringing 22 years of industry experience. He worked at Edward Jones for nine years 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, using a variety of analytical approaches and both proprietary and third-party strategies.

Morgan Castner is a CFP® with 16 years of industry experience. He has worked at \u0026Partners since 2026 and previously spent 16 years at Wells Fargo Clearing and Wells Fargo Advisors LLC. \u0026Partners serves a diverse range of clients, including high-net-worth individuals, retirement plans, charitable organizations, and private businesses. The firm offers investment management, financial and tax planning, and ERISA consulting, utilizing a combination of fundamental, technical, and quantitative analysis across discretionary and non-discretionary accounts.

Andrew Lang is a financial advisor at &PARTNERS with 32 years of industry experience. He previously worked at Wells Fargo Advisors and Wells Fargo Clearing for a combined 26 years. Outside of his advisory role, Lang serves on the Business and Entrepreneurship Education Committee for Littleton Public Schools and is a director of the Littleton Business Chamber. &PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers a range of financial services such as investment management, financial and tax planning, and ERISA consulting using both proprietary and third-party strategies, with accounts managed on discretionary and non-discretionary bases.

Katie Scholl is a financial advisor at &Partners with 11 years of industry experience. She holds the Series 66 designation and has worked at &Partners since 2024, following eight years at Wells Fargo Clearing and four years at Wells Fargo Advisors, LLC. &Partners serves a diverse client base that includes 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, employing fundamental, technical, and quantitative analysis.

Fredrik Axsater is a financial advisor with 24 years of industry experience, currently with &Partners. He holds Series 63 and Series 66 designations and has previously worked at Ampersand Partners, Bank of Montreal Asset Management, Wells Fargo Asset Management, and State Street entities. He is the principal owner of PIM GLOBAL LTD., a company established to support his work with &Partners while based in the UK. &Partners serves a diverse client base including individuals, institutions, retirement plans, and nonprofits. The firm offers investment management, financial and tax planning, and ERISA consulting through discretionary and non-discretionary accounts, utilizing a range of analytical strategies and third-party managers.

Joseph Lanham is a Series 66-licensed financial advisor with \u0026Partners, bringing two years of experience in the industry. His prior work includes over two decades at Wells Fargo Bank N.A. and Wells Fargo Advisors. He serves on several boards in Olympia, WA, including roles with the Thurston County Chamber of Commerce, the Washington Pacific District Board, and Northwest Nazarene University, where he acts as treasurer and participates on the university foundation's investment committee. \u0026Partners serves individual and institutional clients such as high-net-worth individuals, retirement plans, charitable organizations, and private businesses. The firm offers investment management, financial and tax planning, and retirement plan consulting, employing a range of analytical methods and third-party strategies to manage accounts on discretionary and non-discretionary bases.

Sarah Emmerick is a financial advisor at &Partners with eight years of industry experience. She holds a Series 66 designation and previously worked at Wiley Bros.-Aintree Capital, LLC and Medtronic. Outside of her advisory role, she coaches middle school girls' basketball at local schools in Nashville. &Partners serves individual and institutional clients including high-net-worth individuals, retirement plans, and nonprofit organizations. The firm offers investment management and consulting services using a blend of fundamental, technical, and quantitative analysis, with portfolios managed directly or through third-party managers.

Crystal Martin is a financial advisor at &PARTNERS with 23 years of industry experience. She holds Series 63 and Series 65 designations. Her prior work includes positions at Wells Fargo Clearing, Wells Fargo Advisors LLC, Wachovia Bank, N.A., and Morgan Stanley DW Inc. &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 municipal advisory services, utilizing a combination of fundamental, technical, and quantitative analysis alongside proprietary and third-party strategies.

David Willis is a financial advisor at &PARTNERS with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Wells Fargo Clearing and J.P. Morgan Securities. &PARTNERS serves a diverse client base including individuals, institutions, retirement plans, and charitable organizations, providing investment management, financial and tax planning, and brokerage services. The firm employs a range of analytical methods and third-party strategies, offering both discretionary and non-discretionary management through its platforms.