George Skinner is a financial advisor at &PARTNERS in Lexington, SC, holding a Series 66 registration with one year of industry experience. Prior to joining &PARTNERS, he worked at Ameriprise Financial Services, LLC and served five years in the United States Marine Corps, as well as four years at the United States Navy and United States Naval Academy. &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 consulting using a combination of fundamental, technical, and quantitative analysis alongside proprietary and third-party strategies.

Barbara Blacklock is a financial advisor at &PARTNERS with 45 years of industry experience. She holds a Series 63 designation and has worked at &PARTNERS since 2024, following eight years at Wells Fargo Clearing and seven years at Wells Fargo Advisors. She serves on the External Advisory Board for Southern Illinois University’s College of Business, advising on strategic planning and curriculum development. &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, and ERISA 3(21) consulting through a combination of proprietary and third-party strategies, utilizing both discretionary and non-discretionary approaches.

Chad Teders is a financial advisor at &Partners with 28 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 65 licenses. Prior to joining &Partners in 2025, he worked at Wells Fargo Advisors and Wells Fargo Clearing from 2011 to 2025. Teders serves as finance committee chair for Clear Creek Christian School Board in Bloomington, IN. &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 through discretionary and non-discretionary portfolios using a mix of proprietary and third-party strategies.

Patrick Golden is a financial advisor at &Partners with 26 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory role, he acts as a power of attorney for his mother and has partial ownership of an investment-related LLC with his spouse. &Partners serves a diverse range of clients, including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers investment management and financial planning services, utilizing a combination of proprietary and third-party strategies on both discretionary and non-discretionary bases.

Stanford Slovin is a financial advisor at &PARTNERS with 39 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Wells Fargo Clearing and WELLS FARGO ADVISORS LLC. Slovin serves as a volunteer board member and president of Rebecca's Dream, a nonprofit focused on mental health advocacy and suicide prevention. He is also the author of the book *Better Listening: The Secret to Improving Your Professional and Personal Life*, published in 2023. &PARTNERS serves a broad range of individual and institutional clients, offering investment management, financial and tax planning, and retirement plan services. The firm employs a combination of fundamental, technical, and quantitative analysis across proprietary and third-party strategies, with discretionary and non-discretionary management options.

Thomas Cordes is a CFA® charterholder with 27 years of industry experience. He is currently with &Partners, where he has worked since 2024, and previously spent 11 years at UBS Financial Services. Outside of his advisory role, he is involved in managing a rental property business through an LLC he owns. &Partners serves a diverse client base, including high-net-worth individuals, institutions, and charitable organizations, offering investment management, financial and tax planning, and retirement-plan consulting services. The firm utilizes a combination of fundamental, technical, and quantitative analysis along with proprietary and third-party strategies, providing both discretionary and non-discretionary portfolio management.

Edward Jordanich is a financial advisor with \u0026PARTNERS, holding Series 63 and Series 65 licenses and offering 24 years of industry experience. His prior roles include eight years at Wells Fargo Advisors and related affiliates. He is also a 50% owner of an LLC that owns a building with a restaurant and apartment in South Bend, Indiana. \u0026PARTNERS serves a diverse range of clients, including high-net-worth individuals, retirement plans, and institutions, providing investment management and financial planning services through a blend of proprietary and third-party strategies.

Jennifer Mcmanemin is a financial advisor at &Partners with 29 years of industry experience. She holds a Series 63 designation and has previously worked at Wells Fargo Advisors and Merrill. Outside of her advisory role, she manages JCM10, LLC, serving as the office manager. &Partners 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 both discretionary and non-discretionary approaches, utilizing a combination of proprietary and third-party strategies and maintaining capabilities as a registered investment adviser and broker-dealer.

Dino Stanisic is a financial advisor at &Partners with 25 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Wells Fargo Advisors and Wells Fargo Clearing from 2009 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 retirement plan consulting, utilizing a combination of fundamental, technical, and quantitative analysis along with proprietary and third-party strategies.

Keith Vanderveen is a financial advisor at &Partners with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing and Wells Fargo Advisors LLC in prior roles. Outside of his advisory work, he is involved with a hunter jumper horse farm managed by a trainer and grooms. &Partners serves a diverse client base that includes 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 strategies across both discretionary and non-discretionary accounts.

James Stanford is a financial advisor at &Partners with Series 63 and Series 65 credentials and 33 years of industry experience. He has previously worked at Wells Fargo Advisors LLC and Wells Fargo Clearing. Outside of his advisory work, he has interests in aircraft ownership through several LLCs and holds a minority stake in a Tropical Smoothie Cafe franchise. &Partners serves a diverse client base including high-net-worth individuals, retirement plans, and institutions, offering investment management, financial and tax planning, and consulting services. The firm employs a range of strategies using both proprietary and third-party managers, supported by ongoing monitoring and account reviews.

Thomas Beauregard is a financial advisor at &PARTNERS with Series 63 and Series 65 credentials and one year of industry experience. He previously worked at Fidelity Investments and Northwestern Mutual. His background includes various roles at Wheaton College and engagement with community organizations such as Salem Public Schools and Salem YMCA. &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 mix of fundamental, technical, and quantitative analysis, with accounts managed directly or through third-party managers.

Christy Turner is a CFA® charterholder with 22 years of industry experience. She is currently with &PARTNERS in Boston, where she has worked since 2025. Prior to joining &PARTNERS, she spent nine years at Wells Fargo Clearing and six years with Wells Fargo Advisors LLC. &PARTNERS serves a diverse client base including high-net-worth individuals, institutions, retirement plans, and charitable organizations. The firm offers investment management and financial planning services, combining fundamental, technical, and quantitative analysis through both proprietary and third-party strategies.

Kristine Kircher is a financial advisor at &Partners with 23 years of industry experience. She holds Series 63 and Series 65 licenses and has 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 using a combination of fundamental, technical, and quantitative analysis through discretionary and non-discretionary platforms.

Matthew Parsons is a financial advisor with &Partners, holding the Series 63 and Series 66 designations and bringing 27 years of industry experience. He previously worked at Commonwealth Financial Network for 20 years and operated Parsons Financial Advisors for three years. He is also president of Parsons Financial Services, Inc., a private entity through which he manages advisory business operations and client financial planning. &Partners serves a diverse client base including individuals, institutions, and corporations, offering investment management and financial planning services through a combination of proprietary and third-party strategies with ongoing monitoring and periodic reviews.

Ashlee Craiger is a financial advisor at &PARTNERS with six years of industry experience. She holds the Series 66 designation and previously worked at Edward Jones for six years and Rodan + Fields for nine years. &PARTNERS serves a wide range of individual and institutional clients, offering investment management, financial and tax planning, ERISA 3(21) consulting, and retirement-plan participant discretionary management. The firm uses a combination of fundamental, technical, and quantitative analysis across proprietary and third-party strategies, with investment management available on both discretionary and non-discretionary bases.

James Grace is a financial advisor at &Partners with 27 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Wells Fargo Advisors and Wells Fargo Clearing from 2009 to 2024. He is also a member of an investment club called Ocean Front Capital Group. &Partners serves a wide range of individual and institutional clients, offering investment management, financial and tax planning, retirement-plan consulting, and brokerage services. The firm employs a combination of fundamental, technical, and quantitative analysis with both proprietary and third-party strategies to manage client portfolios.

Jodie Daniel is a Series 66-licensed financial advisor with 17 years of industry experience. She has worked at &Partners since 2025 and previously held roles at Wells Fargo Advisors and Wells Fargo Clearing from 2014 to 2025. &Partners serves a diverse clientele including high-net-worth individuals, institutions, and retirement plans, offering investment management and financial planning through a combination of proprietary and third-party strategies along with ongoing account monitoring.

Grayson Foley is a financial advisor at &PARTNERS with Series 63 and Series 65 credentials and three years of industry experience. Prior to joining &PARTNERS in 2026, he worked at PNC Investments from 2023 to 2026 and held roles at W & S Brokerage Services, Western and Southern Life, and United Refining Company. &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 combination of fundamental, technical, and quantitative analysis with both proprietary and third-party strategies.

Nancy Bach is a financial advisor at &Partners with 26 years of industry experience. She holds Series 63 and Series 65 credentials and previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Outside of her advisory role, she serves on the finance committee for the Ursuline Sisters of Mount Saint Joseph, providing oversight and commentary on the congregation's financial matters. &Partners serves a diverse client base including high-net-worth individuals, institutions, and charitable organizations. The firm offers a range of investment management and financial planning services using both discretionary and non-discretionary approaches, combining proprietary and third-party strategies with ongoing account monitoring.