Deanna Post is a financial advisor at &PARTNERS with 25 years of industry experience. She holds a Series 66 designation and has worked at several firms, including Wells Fargo Clearing Services, Woodbury Financial Services, and Morgan Stanley Smith Barney. &PARTNERS serves a diverse client base of individual and institutional investors, offering investment management, financial and tax planning, and retirement plan consulting services. The firm utilizes a range of analytical approaches and investment strategies, managing accounts on both discretionary and non-discretionary bases through proprietary platforms and third-party managers.

Ana Gomez is a financial advisor at &PARTNERS with 16 years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at Wells Fargo Clearing Services LLC and J.P. Morgan Securities. Outside of her advisory role, she co-owns a home repair handyman business with her spouse. &PARTNERS serves a diverse client base including individuals, institutions, and charitable organizations, offering investment management, financial and tax planning, and ERISA 3(21) consulting. The firm employs a combination of fundamental, technical, and quantitative analysis across discretionary and non-discretionary accounts, utilizing both proprietary and third-party strategies.

Christopher Markarian is a financial advisor at &PARTNERS with 19 years of industry experience. He holds a Series 66 designation and previously worked at LPL Financial, LLC for 11 years before joining &PARTNERS. &PARTNERS serves a diverse range of clients, including high-net-worth individuals, retirement plans, and institutional entities, 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 portfolios, utilizing both proprietary and third-party strategies.

Patricia Barrett is a financial advisor at &Partners with 36 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors. &Partners serves a diverse 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 and manages accounts through both in-house advisors and third-party managers.

Mitchell Mercer is a Series 66-licensed financial advisor at &PARTNERS with one year of industry experience. His prior work includes roles at Allen, Mooney and Barnes Brokerage Services and teaching positions at the University of Georgia and Abraham Baldwin Agricultural. &PARTNERS serves a diverse range of individual and institutional clients and offers investment management, financial and tax planning, and retirement-plan services. The firm employs a combination of fundamental, technical, and quantitative analysis, managing accounts through both in-house advisors and vetted third-party managers.

Kristine Brice is a financial advisor at &Partners with 16 years of industry experience. She holds Series 63, 65, and 66 licenses and previously worked at Wells Fargo Clearing for over 16 years. Outside of her advisory role, she is the managing member of Sparky LLC, a business involved in purchasing buildings for professional use. &Partners serves a diverse clientele including high-net-worth individuals, retirement plans, 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 accounts.

Jeffrey Upchurch is a financial advisor at &Partners with 39 years of industry experience. He 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, foundations, universities, trusts, private businesses, and corporations. The firm offers investment management, financial and tax planning, and ERISA 3(21) consulting using a mix of fundamental, technical, and quantitative analysis across proprietary and third-party strategies.

James Pyles is a CFP® with 22 years of industry experience, currently serving as a financial advisor at &PARTNERS since 2026. He previously spent 17 years at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory role, he holds a 50% ownership interest in PEN & PLOW LLC. &PARTNERS serves a diverse client base including individuals, retirement plans, and institutions, offering investment management, financial and tax planning, and municipal advisory services. The firm employs a variety of analytical approaches and offers both discretionary and non-discretionary management through its in-house advisors and third-party managers.

John Alexander is a financial advisor with \&PARTNERS, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior roles include positions at Wiley Bros. - Aintree Capital, LLC, Wells Fargo Clearing, and Wells Fargo Advisors LLC. He serves as a board member for Ampersand Partners LLC and \&Affiliates Capital LLC, participating in strategic and financial oversight of these wealth management and financial advisory holding companies. \&PARTNERS serves individual and institutional clients such as high-net-worth individuals, retirement plans, and nonprofit organizations, offering investment management, financial and tax planning, and retirement services. The firm employs a combination of fundamental, technical, and quantitative analysis across discretionary and non-discretionary accounts, supported by both proprietary and third-party strategies.

Brian Konop is a CFP® professional at &Partners with 24 years of industry experience. He previously worked at Wells Fargo Advisors and Wells Fargo Clearing over a combined 15 years. Outside of his advisory work, he owns and operates a youth umpiring and refereeing service in Oconomowoc, WI. &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 discretionary and non-discretionary approaches, utilizing a combination of proprietary and third-party strategies along with ongoing account monitoring.

Tammy Jones is a financial advisor at &PARTNERS with 25 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Wells Fargo Advisors, Wells Fargo Clearing, and A. G. Edwards & Sons, Inc. In addition to her advisory work, she serves as a notary public for the state of South Carolina and acts as a personal representative and power of attorney for family members. &PARTNERS serves a diverse client base including individuals, institutions, and corporations, providing investment management, financial and tax planning, and retirement services. The firm utilizes a blend of fundamental, technical, and quantitative analysis with both proprietary and third-party strategies, and offers advisory and brokerage services under its dual registration as a registered investment adviser and broker-dealer.

David Mchenry is a financial advisor at &PARTNERS with eight years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Wells Fargo Clearing and Wells Fargo Bank, N.A. There are no other notable outside activities reported. &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 and financial planning services using a combination of fundamental, technical, and quantitative analysis, with advisory and brokerage services provided through a dual registration as a registered investment adviser and broker-dealer.

Charles Nelson III is a financial advisor with \u0026Partners in Nashville, TN, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Wiley Bros. Aintree Capital, LLC since 1995. \u0026Partners serves a diverse clientele including high-net-worth individuals, retirement plans, charitable organizations, and private businesses. The firm offers investment management, financial and tax planning, and consulting services using a variety of analytical approaches and both proprietary and third-party strategies.

Chin Hui Su is a financial advisor at &Partners with 24 years of industry experience. She holds the Series 66 designation and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of her advisory role, she serves as President of the Taiwanese American Chamber of Commerce of Greater Chicago and Vice President of the Taiwanese Chambers of Commerce of North America, focusing on business development and networking between the U.S. and Taiwan. &Partners serves a diverse client base including high-net-worth individuals, institutions, and private businesses, offering investment management, financial and tax planning, and retirement-plan services. The firm employs a combination of fundamental, technical, and quantitative analysis and provides both discretionary and non-discretionary portfolio management through multiple platforms and strategies.

Jennifer Feraldi is a financial advisor at &PARTNERS with 16 years of industry experience. She previously worked at Wells Fargo Advisors and its related entities for 13 years. Outside of her advisory role, she serves as a notary public in South Carolina. &PARTNERS serves a diverse client base that includes high-net-worth individuals, institutional clients, and retirement plans. The firm offers investment management and financial planning services through a combination of proprietary and third-party strategies, using both discretionary and non-discretionary approaches.

Jerome Shick is a financial advisor at &Partners with eight years of industry experience. He holds the Series 66 designation and has previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Prior to his financial services career, he served in the U.S. Navy for 24 years. &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 services using both proprietary and third-party strategies, and operates as a dual-registered investment adviser and broker-dealer.

John Zinn III is a Series 66-licensed financial advisor at &PARTNERS with six years of industry experience. His prior roles include positions at Zinn Wealth Management, Commonwealth Financial Network, and Bank of America. &PARTNERS serves a diverse client base, including high-net-worth individuals and institutional clients, offering investment management, financial and tax planning, and ERISA 3(21) consulting. The firm utilizes both discretionary and non-discretionary strategies, leveraging multiple analysis methods and third-party managers as part of its investment approach.

Matthew Thiessen is a CFP® professional with 22 years of experience in the financial advisory industry. He is currently with &PARTNERS, having joined the firm in 2025 after previously working at Wells Fargo Advisors, Cambridge Investment Research Advisors, and LPL Financial. &PARTNERS serves a diverse range of individual and institutional clients, offering investment management, financial and tax planning, and retirement-plan consulting through its dual registration as a registered investment adviser and broker-dealer. The firm employs fundamental, technical, and quantitative analysis, combining proprietary and third-party strategies with ongoing portfolio monitoring.

James Phelps is a financial advisor at &Partners with 16 years of industry experience. He holds a Series 66 designation and has worked previously at LPL Financial, Saxony Capital Management, Saxony Securities, and Scottrade. &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, ERISA 3(21) consulting, and brokerage services through a combination of proprietary and third-party strategies, using both discretionary and non-discretionary approaches.

Thomas Faley is a financial advisor with \u0026PARTNERS, holding a Series 66 designation and 24 years of industry experience. He previously worked for Wells Fargo Clearing and Wells Fargo Advisors, LLC for a total of 11 years. \u0026PARTNERS serves a diverse range of individual and institutional clients, including high-net-worth individuals, retirement plans, and charitable organizations. The firm provides investment management, financial and tax planning, and retirement-plan consulting, using a combination of fundamental, technical, and quantitative analysis along with proprietary and third-party strategies.