Thomas McCarthy is a financial advisor at &PARTNERS with 32 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC for a combined 17 years. &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 retirement-plan consulting services using a variety of analytical approaches and portfolios, and operates as both a registered investment adviser and broker-dealer.

John Reakes is a CFP® professional with 19 years of experience in the financial services industry. He currently works at &PARTNERS and has held previous roles at Old National Bank, LPL Financial, First Midwest Bank, J.P. Morgan Securities, and Uvest Financial Services Group. &PARTNERS serves a diverse client base including individuals, institutions, retirement plans, charitable organizations, and private businesses. The firm offers investment management, financial and tax planning, and ERISA consulting, using a combination of proprietary and third-party strategies with ongoing portfolio monitoring.

Joshua Estes is a financial advisor at &Partners with eight years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones and Tradebe Environmental Services. &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 both discretionary and non-discretionary approaches, utilizing a combination of fundamental, technical, and quantitative analysis.

Karen Barnes is a Series 66 licensed financial advisor with 19 years of industry experience. She currently works at &Partners, LLC and previously held roles at Wells Fargo Advisors and Wells Fargo Clearing. Outside of her advisory work, she is a partner in JBK Jackson LLC, a closely held business. &Partners serves a diverse client base, including high-net-worth individuals, retirement plans, and charitable organizations, offering investment management and financial planning through both discretionary and non-discretionary approaches. The firm employs a range of analytical methods and works with proprietary and third-party strategies while providing municipal advisory services and maintaining multiple compensation structures.

Gerard Mehan is a financial advisor at &PARTNERS with 33 years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining &PARTNERS, he worked at Wells Fargo Clearing Services LLC for seven years, Bank of America, N.A. for eight years, and Merrill for ten years. &PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, and institutional clients. The firm offers investment management, financial and tax planning, and municipal advisory services using a combination of proprietary and third-party strategies, with both discretionary and non-discretionary account management.

Deborah Bradford is a financial advisor at &PARTNERS with 29 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Wells Fargo Clearing, Wells Fargo Advisors LLC, Kingswood Wealth Advisors, and Kingswood Capital Partners. &PARTNERS serves a diverse client base ranging from high-net-worth individuals to institutional clients such as retirement plans and charitable organizations. The firm offers investment management and a range of financial services through a combination of proprietary and third-party strategies, using both discretionary and non-discretionary account management approaches.

Perry Stubbs II is a financial advisor with \u0026PARTNERS in Clayton, MO, holding a Series 66 designation and 13 years of industry experience. He previously worked with Wells Fargo Advisors, LLC and Wells Fargo Clearing from 2012 to 2024. \u0026PARTNERS serves a diverse client base including individuals, institutions, and private businesses, offering investment management, financial and tax planning, and retirement plan consulting. The firm utilizes a combination of fundamental, technical, and quantitative analyses and provides services through both discretionary and non-discretionary management approaches.

Cason Strnadel is a financial advisor at &PARTNERS with one year of industry experience. He holds a Series 66 designation and has previous work experience at Cognex Corporation, Keyence, Simplot Grower Solutions, and The Association of Former Students. Before entering financial advising, he spent eight years in full-time education. &PARTNERS serves a diverse client base including individuals, institutions, retirement plans, and charitable organizations. The firm offers investment management, financial and tax planning, and retirement consulting through both discretionary and non-discretionary approaches using multiple analysis methods and a variety of proprietary and third-party strategies.

Alexander Cohen is a financial advisor at &PARTNERS with a Series 66 designation and five years of industry experience. Prior to joining &PARTNERS in 2024, he worked at Wells Fargo Clearing for three years and held roles at Amazon Fulfillment Services and The UPS Store. He also has a background in education, having worked at Clemson University and Pine Lake Preparatory. &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, with portfolios managed directly by advisors or through third-party managers.

Jennifer Bell is a financial advisor at &Partners with 26 years of industry experience. She holds the Series 66 designation and has previously worked at Wells Fargo Clearing Services LLC and Merrill Lynch, Pierce, Fenner & Smith, Inc. &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 combination of fundamental, technical, and quantitative analysis through both proprietary and third-party strategies.

Christopher Ross is a financial advisor at &Partners with 32 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Wells Fargo Advisors and Wells Fargo Clearing for a combined 11 years. &Partners serves a diverse range of individual and institutional clients, offering investment management and financial planning services through both discretionary and non-discretionary accounts. The firm combines fundamental, technical, and quantitative analysis with model portfolios and third-party strategies to manage client assets.

Todd Lang is a CFP® professional with 30 years of industry experience. He has worked at &PARTNERS since 2025 and previously spent over 25 years at Wells Fargo Advisors and Wells Fargo Clearing. Lang is co-trustee for the Lang Investment Group 401(k) plan and has significant ownership in Lang Investment Group, supporting a separate financial practice. &PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, and institutions. The firm provides investment management, financial and tax planning, and a range of advisory services, utilizing a mix of in-house and third-party investment strategies with ongoing portfolio monitoring.

Sara Overslaugh is a financial advisor at &Partners with 22 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, offering investment management, financial and tax planning, and ERISA consulting. The firm employs a variety of analytical approaches and manages accounts through both in-house advisors and third-party managers.

Gabrielle Sherry is a financial advisor at &Partners with 39 years of industry experience. She holds Series 63 and Series 66 credentials and previously worked at Wells Fargo Advisors and Wells Fargo Clearing for a combined 17 years. Outside of advising, she serves on the Meadowglenn HOA Architecture Committee in Westminster, CO. &Partners serves a diverse client base including high-net-worth individuals, retirement plans, and institutions, providing investment management and financial planning through both discretionary and non-discretionary approaches using the Envestnet platform and third-party managers. The firm operates as a registered investment adviser and broker-dealer with capabilities in municipal advisory and underwriting services.

Christopher Davis is a financial advisor at &Partners with 33 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at several firms including Wells Fargo Advisors, Raymond James Financial Services, and Steward Partners Investment Advisory. Outside of his advisory role, he serves as a disciplinary panelist for FINRA, providing oversight on industry regulatory programs and disciplinary actions. &Partners serves a diverse client base including high-net-worth individuals, retirement plans, and institutional entities. The firm offers investment management, financial and tax planning, and retirement-plan consulting through both discretionary and non-discretionary approaches, utilizing a mix of proprietary and third-party strategies.

Benjamin Roth is a financial advisor at &PARTNERS in Fairbanks, Alaska, with 34 years of industry experience. He holds the ChFC® and Series 63 designations. Prior to joining &PARTNERS in 2026, he worked at Commonwealth Financial Network for 22 years. Outside of advisory work, he serves on the Fairbanks North Star Borough Commission on Salaries & Emoluments. &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 a combination of proprietary and third-party strategies, utilizing Envestnet portfolio management and NFS brokerage platforms.

Jason Tschudy is a CFP® professional with 15 years of industry experience, currently affiliated with \u0026PARTNERS in Saint Louis, MO. His prior work includes six years at Wells Fargo Clearing Services LLC and two years at Commerce Bank. \u0026PARTNERS serves a diverse range of individual and institutional clients, providing investment management, financial and tax planning, ERISA consulting, retirement-plan participant discretionary management, and brokerage services through a dual registration as both a registered investment adviser and broker-dealer. The firm employs a mix of fundamental, technical, and quantitative analysis, utilizing proprietary and third-party strategies with ongoing monitoring and periodic reviews.

Courtney Fagan is a financial advisor at &PARTNERS in Albany, NY, holding a Series 66 designation with four years of industry experience. Prior to joining &PARTNERS, Fagan worked at Wells Fargo Clearing Services, Fidelity Investments, and Bassett Healthcare, among other roles. &PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm provides investment management, financial and tax planning, and retirement-plan consulting through both discretionary and non-discretionary strategies, utilizing a combination of proprietary and third-party approaches.

Sarah Rhodes is a financial advisor at &PARTNERS with 13 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Wells Fargo Clearing, Wells Fargo Bank NA, and Wells Fargo Advisors LLC for 12 years collectively. &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 retirement-plan services using a combination of proprietary and third-party strategies, with services available on both discretionary and non-discretionary bases.

Andrew Buchta is a CFP® with 28 years of industry experience. He is currently with &PARTNERS and joined the firm in 2026. Prior to that, he worked for Wells Fargo Clearing and Wells Fargo Advisors LLC for a combined 17 years. &PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and private businesses. The firm offers a range of investment management and advisory services, utilizing a combination of fundamental, technical, and quantitative strategies, and operates under dual registration as both a registered investment adviser and broker-dealer.