Rebecca Mcgee is a financial advisor at &PARTNERS with 20 years of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC for a combined 15 years. &PARTNERS 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 various advisory services using a combination of proprietary and third-party strategies supported by ongoing monitoring and account reviews.

Deborah Sante is a CFP® with 13 years of industry experience, currently serving as a financial advisor at \u0026Partners. Her prior experience includes roles at Benjamin F Edwards & Co and Purshe Kaplan Sterling Investments. \u0026Partners 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 mix of fundamental, technical, and quantitative analysis and utilizes both proprietary and third-party strategies through a dual registration as a registered investment adviser and broker-dealer.

Michele Lee is a financial advisor at &PARTNERS with Series 63 and Series 66 designations and 31 years of industry experience. She has previously worked at firms including Avantax and 1st Global Advisors. In addition to her advisory role, Lee serves as the elected mayor of High Bridge Borough, New Jersey. &PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, charities, and corporations. The firm offers investment management, financial and tax planning, and retirement plan consulting, employing a range of strategies supported by proprietary and third-party managers.

Neil Weissman is a financial advisor at &Partners with 18 years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors. Outside of his advisory role, he is involved in a private real estate venture capital and private equity investment through Weissy Investments. &Partners serves a broad mix of individual and institutional clients, offering investment management, financial and tax planning, and retirement plan consulting. The firm employs a range of strategies including fundamental, technical, and quantitative analysis, with services delivered on both discretionary and non-discretionary bases.

David Gunter is a financial advisor with &Partners, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He worked at Raymond James & Associates for 11 years before joining &Partners in 2025. Outside of advisory work, he is involved in several business ventures including serving as CEO and President of Magrini Management LLC and Pinnacle Wealth Solutions, a real estate holding company. &Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers investment management and related financial services using a combination of proprietary and third-party strategies, with a platform supporting both discretionary and non-discretionary account management.

Nicholas Nemec is a Series 66-licensed financial advisor with seven years of industry experience. He has worked at &PARTNERS since 2026 and previously spent seven years at Edward Jones. Prior to his advisory career, he was involved in event management and distribution businesses. &PARTNERS serves a diverse client base including high-net-worth individuals, institutions, and charitable organizations, offering investment management and financial planning services. The firm employs a combination of fundamental, technical, and quantitative analysis through both proprietary and third-party strategies, with client accounts managed on discretionary or non-discretionary bases.

Shana Curtis is a financial advisor at &PARTNERS with 25 years of industry experience. She holds Series 63 and Series 66 credentials. Prior to joining &PARTNERS in 2025, she worked at Wells Fargo Advisors and Wells Fargo Clearing in various capacities from 2009 to 2025. Outside of her advisory role, Curtis is involved in several sales activities, including representing an online wine retailer, working as a beauty associate, and acting as a travel agent. &PARTNERS serves a diverse client base, including high-net-worth individuals, retirement plans, and institutions, offering investment management, financial and tax planning, and ERISA consulting. The firm employs a variety of analytical approaches and portfolio management strategies, with services provided on both discretionary and non-discretionary bases.

Thomas Shelder is a CFP® professional with 15 years of industry experience. He has worked at Edward Jones for 12 years before joining &Partners, LLC, where he has been since 2023. Outside of his advisory role, he owns and maintains a rental property business. &Partners serves a diverse client base that includes individuals, institutions, and private businesses. The firm offers investment management, financial and tax planning, and municipal advisory services, utilizing both fundamental and quantitative strategies on discretionary and non-discretionary bases.

Jarid King is a CFP® professional with 18 years of industry experience. He is currently with &PARTNERS and has previously worked at Wells Fargo Clearing Services, Northwestern Mutual Investment Management, and TD Ameritrade. &PARTNERS serves a diverse range of individual and institutional clients, providing investment management, financial and tax planning, ERISA consulting, and brokerage services through a combination of proprietary and third-party strategies. The firm operates as both a registered investment adviser and broker-dealer, offering discretionary and non-discretionary portfolio management.

Charles De Luca is a financial advisor at &PARTNERS with Series 63 and Series 65 credentials and one year of industry experience. His prior work includes roles at LPL Financial and multiple positions at Miami University. &PARTNERS serves a diverse client base including high-net-worth individuals, institutions, charitable organizations, and corporations. The firm provides investment management, financial and tax planning, and consulting services, employing a mix of analysis techniques and both proprietary and third-party strategies.

Wesley Beumer is a financial advisor at &PARTNERS with 18 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for 15 years before joining &PARTNERS in 2023. Outside of advising, he is involved in farming, owning and sharing crop operations in Marshall, Missouri. &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 ERISA consulting, utilizing a combination of fundamental, technical, and quantitative analysis supported by both proprietary and third-party strategies.

Ruth Miller is a financial advisor at &PARTNERS with 28 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of her advisory work, she is involved in a bookkeeping business unrelated to investment activities. &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 along with third-party strategies.

Tod Wells is a CFP® professional with 33 years of industry experience, currently serving as a financial advisor at &Partners since 2024. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC from 2011 to 2024. Wells is a partner in DWM, LLC, a pass-through entity related to an equity buyout and office build-out. &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 using a combination of proprietary and third-party strategies.

Michael Peck is a financial advisor at &Partners with 24 years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Clearing, Wells Fargo Advisors LLC, and A. G. Edwards & Sons, Inc. since 2006. &Partners serves a broad range of individual and institutional clients, including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers investment management and consulting services using a variety of strategies, combining proprietary and third-party approaches with ongoing portfolio monitoring.

John Smith is a financial advisor at &PARTNERS with Series 63 and 66 credentials and 27 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC, spanning 17 years before joining &PARTNERS. &PARTNERS serves a diverse client base including individuals, institutions, charities, and private businesses, offering investment management, financial and tax planning, retirement-plan consulting, and brokerage services. The firm employs a combination of fundamental, technical, and quantitative analyses, utilizing both proprietary and third-party strategies with ongoing monitoring and account reviews.

Michael Petix is a financial advisor at &Partners with 43 years of industry experience. He has held roles at Wells Fargo Clearing and Wells Fargo Advisors LLC before joining &Partners in 2024. He holds Series 63 and Series 65 licenses. &Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, foundations, universities, trusts, private businesses, and corporations. The firm provides investment management, financial and tax planning, and consulting services, utilizing a combination of fundamental, technical, and quantitative analysis across proprietary and third-party strategies.

Cecile Baggenstos is a financial advisor with \u0026Partners, holding a Series 66 designation and 21 years of industry experience. She previously worked at Wells Fargo Advisors Financial Network LLC for 14 years before joining \u0026Partners in 2024. Outside of her advisory role, she serves as the chair of the Pe Ell School Board. \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 combination of proprietary and third-party strategies with ongoing account monitoring.

Mechel Frost is a financial advisor at &Partners with 26 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has worked at Wileybros Aintree Capital, Decker Wealth Management, UBS Financial Services, and Truist Investment Services. Outside of advising, he consults on the disposal and transfer of assets for an estate and is a partner in a landholding entity that participates in a Conservation Reserve Program. &Partners serves a diverse client base including individuals, institutions, retirement plans, and charitable organizations. The firm offers investment management, financial and tax planning, and municipal advisory services, employing a range of analytical strategies and utilizing both proprietary and third-party portfolio management.