Bradley Smith is a financial advisor with \u0026PARTNERS in Waco, TX, holding a Series 66 designation and 11 years of industry experience. His prior work includes roles at Wells Fargo Clearing and Edward Jones. \u0026PARTNERS serves a diverse client base ranging from individuals to large institutions, offering investment management, financial and tax planning, and ERISA consulting services. The firm employs a combination of fundamental, technical, and quantitative analysis across discretionary and non-discretionary accounts, utilizing both proprietary and third-party strategies.

Lance Towery is a financial advisor with &PARTNERS in Sumter, SC, holding a Series 66 designation and 26 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC for a combined 17 years. Outside of his advisory role, he serves as a board member of the Briarcliffe Homeowners Association. &PARTNERS serves a diverse client base including high-net-worth individuals, institutions, and retirement plans, offering investment management, financial and tax planning, and retirement-plan consulting. The firm employs a range of analytical approaches and manages accounts both directly and through third-party managers, utilizing platforms such as Envestnet and NFS.

Kyle Thorpe is a CFP® with 10 years of industry experience, currently with &Partners in Arlington Heights, IL. He previously worked at City National Bank and RBC Capital Markets, LLC. Outside of his advisory role, he is involved as a director and member of related entities managing office space operations. &Partners serves a diverse client base including high-net-worth individuals, institutions, and retirement plans, offering investment management, financial and tax planning, and brokerage services. The firm employs a variety of analysis methods and both proprietary and third-party strategies, with a range of discretionary and non-discretionary account management options.

Christopher Hooker is a financial advisor at &PARTNERS with four years of industry experience. He holds a Series 66 designation and previously worked at Benjamin F. Edwards & Company and Wells Fargo Clearing. Outside of his advisory role, he serves as an assistant varsity and head junior varsity boys soccer coach in Glen Carbon, IL. &PARTNERS serves a wide range of individual and institutional clients, offering investment management, financial and tax planning, ERISA consulting, and brokerage services. The firm employs a mix of fundamental, technical, and quantitative analysis and provides both discretionary and non-discretionary portfolio management through its Envestnet platform and third-party managers.

Glenn Quattlebaum is a financial advisor at &PARTNERS with 14 years of industry experience. He holds the Series 66 designation and previously worked for Edward Jones for 15 years before joining &PARTNERS. &PARTNERS serves individual and institutional clients, including high-net-worth individuals, retirement plans, and charitable organizations. The firm offers investment management, financial and tax planning, and brokerage services, employing a mix of fundamental, technical, and quantitative analysis across discretionary and non-discretionary accounts.

David Kaslow is a CFA® charterholder with 27 years of industry experience. He has been with &Partners since 2025 and previously worked at Oppenheimer for 21 years. Kaslow serves on the investment committee of the John Burroughs School, overseeing the school endowment. &Partners serves a wide range 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, employing a mix of fundamental, technical, and quantitative analysis across proprietary and third-party strategies.

Charles Collins is a financial advisor with \u0026PARTNERS, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. Prior to joining \u0026PARTNERS in 2026, he worked at Wells Fargo Clearing and Wells Fargo Advisors, LLC for a total of 11 years. \u0026PARTNERS serves a diverse client base, including high-net-worth individuals, institutions, and private businesses, offering a range of investment management and financial planning services. The firm employs a combination of fundamental, technical, and quantitative analysis across discretionary and non-discretionary platforms, with both proprietary and third-party strategies.

Elizabeth Spiller is a financial advisor with \u0026Partners, holding a Series 66 designation and six years of industry experience. She previously worked at Wells Fargo Clearing and Wells Fargo Bank, NA. \u0026Partners 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, utilizing a mix of fundamental, technical, and quantitative analysis through both proprietary and third-party strategies.

Brian Geist is a CFP® and holds a Series 66 license with 16 years of industry experience. He joined &PARTNERS in 2026 after 17 years with Edward Jones. Outside of his financial advisory work, Geist is a partner and 25% owner of Drip Coffee Co, a retail coffee business in Seminole, OK, and he is involved as a financial partner in a management group set to operate the Jimmie Austin Municipal Golf Course. &PARTNERS serves a diverse client base including individuals, institutions, and private businesses, providing investment management, financial and tax planning, and retirement plan consulting. The firm employs a variety of investment strategies, offers both discretionary and non-discretionary account management, and operates under dual registration as a registered investment adviser and broker-dealer.

Matthew Frank is a financial advisor at &PARTNERS with 23 years of industry experience. He has held prior roles at Wells Fargo Clearing and Wells Fargo Advisors LLC, where he worked for a combined 16 years. He holds the Series 66 designation. &PARTNERS serves a broad range of individual and institutional clients, offering investment management, financial and tax planning, and ERISA 3(21) consulting. The firm employs a variety of analytical approaches and utilizes both proprietary and third-party strategies to manage accounts on discretionary and non-discretionary bases.

Jeana Golden is a financial advisor at &PARTNERS with 29 years of industry experience. She holds the Series 63 designation and has worked at Wells Fargo Advisors and related entities for 17 years prior to joining &PARTNERS. Outside of her advisory role, she is involved in a catering business based in Indianapolis. &PARTNERS serves a broad mix of individual and institutional clients, providing investment management, financial and tax planning, and retirement-plan consulting services. The firm employs a variety of investment strategies and offers advisory services on both discretionary and non-discretionary bases.

Zemetria Payne is a financial advisor at &PARTNERS with 10 years of industry experience. She holds Series 63 and Series 66 credentials. Prior to joining &PARTNERS in 2024, Payne worked at Wells Fargo Clearing and Wells Fargo Advisors from 2014 to 2023, as well as a brief tenure at Mediant Communications. &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, retirement-plan participant discretionary management, and brokerage services, utilizing a combination of fundamental, technical, and quantitative analysis alongside both proprietary and third-party strategies.

Thomas Teagle is a financial advisor at &Partners with Series 63 and Series 65 licenses and 29 years of industry experience. His prior roles include positions at Wells Fargo Advisors LLC and Wells Fargo Clearing, where he worked for a combined 10 years. &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 range of analytical approaches and combines proprietary and third-party strategies, with services delivered through both discretionary and non-discretionary management.

Shawn Gordon is a Series 66-licensed advisor at &Partners with 23 years of industry experience. He previously worked at Wells Fargo Advisors and Wells Fargo Clearing from 2009 to 2025. Outside of advising, Gordon is involved in tournament bass fishing and holds ownership in a duck hunting camp, along with serving on the board of Russellville Advertising & Promotions. &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 investment strategies using both proprietary and third-party models and maintains dual registration as an investment adviser and broker-dealer.

Cristina Capone is a financial advisor at &PARTNERS with 12 years of industry experience. She holds the Series 66 designation and previously worked at Wells Fargo Clearing and WELLS FARGO Advisors, LLC. Outside of finance, Capone owns and leads a wedding and event planning company. &PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, and institutions, offering investment management and financial planning through a mix of proprietary and third-party strategies. The firm operates as both a registered investment adviser and broker-dealer, employing fundamental, technical, and quantitative analysis with ongoing portfolio monitoring.

Robert Unger is a financial advisor with \u0026PARTNERS, holding a Series 66 designation and 16 years of industry experience. He previously worked at Edward Jones for nine years before joining \u0026PARTNERS in 2026. Unger serves as a board member of Smith Medical Clinic in Pawleys Island, SC. \u0026PARTNERS serves a diverse client base, including high-net-worth individuals, retirement plans, and institutions, offering investment management, financial and tax planning, and ERISA 3(21) consulting. The firm employs a combination of fundamental, technical, and quantitative analysis, utilizing both proprietary and third-party strategies with ongoing monitoring and periodic reviews.

Aaron Connolly is a financial advisor at &PARTNERS with six years of industry experience. He holds a Series 66 designation and has worked previously at Wells Fargo and Stifel. &PARTNERS serves a diverse range of individual and institutional clients, offering investment management, financial and tax planning, and retirement-plan consulting through both discretionary and non-discretionary approaches. The firm employs a combination of fundamental, technical, and quantitative analysis and provides services under dual registration as a registered investment adviser and broker-dealer.

Paul Viel Jr. is a financial advisor with \u0026Partners, holding Series 63 and Series 65 designations and bringing 50 years of industry experience. His prior work includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. \u0026Partners 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 range of proprietary and third-party strategies through discretionary and non-discretionary accounts.

Robert Coffin III is a CFP® with 40 years of experience in the financial industry. He is currently with &PARTNERS, having joined the firm in 2026 after spending 17 years at Wells Fargo Clearing and Wells Fargo Advisors LLC. He serves as an endowment committee member for the Choctaw Area Council, where he is involved in the management and disbursement of endowment funds. &PARTNERS serves a wide range of clients including individuals, retirement plans, charitable organizations, and corporations. The firm offers investment management, financial and tax planning, and ERISA 3(21) consulting, utilizing both proprietary and third-party strategies with ongoing monitoring and periodic reviews.

Sean Price is a financial advisor at &PARTNERS with nine years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Clearing Services LLC and Ameriprise Financial Services, Inc. Outside of his advisory role, he coaches youth soccer in the Kent School District. &PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, and institutional organizations. The firm offers investment management and consulting services using a combination of fundamental, technical, and quantitative analysis, with both discretionary and non-discretionary portfolio management options.