Catherine Taylor is a financial advisor at &Partners with 13 years of industry experience. She holds the Series 66 designation 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 consulting services using a combination of proprietary and third-party strategies, with ongoing monitoring and periodic account reviews.

Adam Cloyd is a financial advisor with \u0026PARTNERS in Indianapolis, IN, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. Prior to joining \u0026PARTNERS in 2026, he worked at Wells Fargo Advisors and Wells Fargo Clearing from 2009 to 2026. Outside of his advisory role, he owns and operates Brookside Wealth Advisors LLC and ACNC S Corp, both investment-related businesses, and he holds interests in farmland and recreational properties. \u0026PARTNERS 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 through both discretionary and non-discretionary approaches, utilizing Envestnet’s portfolio platform and a combination of proprietary and third-party strategies.

Shannon Lewis is a financial advisor at &PARTNERS with 33 years of industry experience. Prior to joining &PARTNERS in 2025, Lewis worked at Wells Fargo Advisors and Wells Fargo Clearing from 2009 to 2025. Outside of finance, Lewis participates in craft festivals selling handmade crafts. &PARTNERS serves a broad mix of individual and institutional clients, offering investment management, financial and tax planning, and retirement-plan services. The firm utilizes a variety of analytical methods and investment strategies, managing accounts both directly and through third-party managers.

Max Kaplan is a financial advisor at &PARTNERS with four years of industry experience. He holds the Series 66 designation and previously worked at Wells Fargo Clearing. &PARTNERS serves a diverse range of individual and institutional clients, offering investment management, financial and tax planning, and ERISA consulting services using a combination of fundamental, technical, and quantitative analysis alongside proprietary and third-party strategies.

Chris Quackenbush is a financial advisor at &PARTNERS with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously with Wells Fargo Advisors, Wells Fargo Clearing, and Raymond James Financial. He is also a 50% owner of TQWMG, LLC, an investment-related business based in Bloomington, Indiana. &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 across discretionary and non-discretionary accounts, utilizing both proprietary and third-party strategies.

Andrew Henk is a CFP® and Series 66-registered financial advisor at &Partners with 15 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors. He serves as vice president of the board of directors for Ellis County Fresh Water Supply District No. 1 in Dallas, TX. &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 consulting services through both registered investment adviser and broker-dealer registrations, utilizing various analytical approaches and third-party managers.

Matthew Palusak is a financial advisor at &Partners with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Advisors and Merrill Lynch. Outside of his advisory role, he owns and operates MP Marketing and Management LLC, a marketing and management business. &Partners serves a diverse 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 through both proprietary and third-party strategies, managing accounts on discretionary and non-discretionary bases.

Molly Saxon is a financial advisor at &Partners with 25 years of industry experience. She previously worked at Wells Fargo Clearing for three years and Stephens Inc for nineteen years. Outside of her advisory role, she serves as treasurer for the Ozark Society Highlands Chapter, where she manages reports and reconciles bank statements. &Partners serves a diverse client base including high-net-worth individuals, institutions, retirement plans, and charitable organizations. The firm offers a range of investment management and financial planning services, utilizing a variety of analysis methods and both proprietary and third-party strategies.

James Sandbothe is a Certified Financial Planner (CFP®) with 27 years of industry experience. He has worked at Edward Jones for 25 years before joining &Partners, LLC in 2024. &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 municipal advisory services, utilizing a combination of fundamental, technical, and quantitative analysis across proprietary and third-party strategies.

Michael Nobles is a financial advisor at &Partners with 42 years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining &Partners in 2024, he worked at Wells Fargo Clearing and Wells Fargo Advisors LLC from 2009 to 2024. Outside of his advisory role, he is involved in his family farm and home rentals operation, Nobles Farm and Ranch. &Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers investment management, financial planning, and ERISA consulting, utilizing a combination of fundamental, technical, and quantitative analysis through various portfolio strategies and platforms.

Lance Durbin is a financial advisor with &Partners, holding a Series 66 designation and four years of industry experience. Prior to joining &Partners in 2024, he worked at Edward Jones from 2022 to 2024. Outside of his advisory role, he owns and oversees operations for an online retail business selling products on Amazon. &Partners serves a diverse client base including individuals, institutions, and corporations, offering investment management, financial and tax planning, and retirement-plan consulting. The firm employs a mix of fundamental, technical, and quantitative analysis and provides services through both discretionary and non-discretionary accounts.

Brandon Mallinckrodt is a CFP® professional with 17 years of industry experience, currently advising at &Partners. His prior roles include positions at UBS Financial Services, Jag Capital Management, and Kennedy Capital Management. &Partners serves a diverse clientele, including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers investment management and financial planning services using both proprietary and third-party strategies, supported by fundamental, technical, and quantitative analysis.

Dawn Wilson is a financial advisor at &PARTNERS with Series 63 and Series 65 credentials and eight years of industry experience. She previously worked at Neuberger Berman LLC for seven years and Wells Fargo Clearing Services, LLC for two years before joining &PARTNERS in 2025. &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, utilizing a mix of proprietary and third-party strategies with ongoing monitoring and account reviews.

Charles Lewis Jr. is a CFP® certificant with 32 years of industry experience. He is currently with &PARTNERS, where he has worked since 2026, following ten years at Wells Fargo Clearing and five years at Wells Fargo Advisors LLC. Outside of his advisory role, he serves as a college football official for the Southeastern Conference and teaches a personal finance course at Baylor University. &PARTNERS serves a broad client base, including individuals, institutions, and high-net-worth clients, offering investment management, financial and tax planning, and retirement-plan consulting. The firm employs a combination of fundamental, technical, and quantitative analysis through various platforms and supports both discretionary and non-discretionary account management.

Kenneth Schmiedbauer is a financial advisor with &Partners in Wichita, KS, holding Series 63 and Series 65 licenses and 43 years of industry experience. Prior to joining &Partners in 2025, he worked at Wells Fargo Advisors and Wells Fargo Clearing for a combined 16 years. Outside of his advisory role, he is a ranch owner. &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-plan services using a mix of fundamental, technical, and quantitative strategies, with account management by both internal advisors and third-party managers.

Ryan Begley is a financial advisor at &PARTNERS with 10 years of industry experience. He holds a Series 66 designation and previously worked at Merrill and Wells Fargo Advisors. &PARTNERS serves a diverse range of individual and institutional clients, offering investment management, financial and tax planning, and retirement-plan services through a combination of fundamental, technical, and quantitative analysis. The firm operates as both a registered investment adviser and broker-dealer, providing discretionary and non-discretionary portfolio management and municipal advisory services.

Kevin Labourdette is a CFP® and holds a Series 66 license with five years of industry experience. He is currently with &PARTNERS, having joined in 2024, and previously worked at Wells Fargo Clearing and Cummins Inc. &PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and institutions. The firm offers investment management and financial planning services using a combination of proprietary and third-party strategies, with discretionary and non-discretionary management options.

Cady Rankin is a CFP® with 10 years of industry experience, currently advising at &PARTNERS. Prior to joining &PARTNERS, Cady held roles at Wells Fargo Advisors, LPL Financial, and Wells Fargo Clearing Services. Outside of advising, Cady serves on the advisory board for the College of Business, Engineering, Computing, and Analytics at Frostburg State University. &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, utilizing both proprietary and third-party strategies with ongoing account monitoring.

Colten Franco is a financial advisor at &Partners with seven years of industry experience. He holds the CFP® and ChFC® designations and has previously worked at Wells Fargo Clearing and Fidelity Investments. Before entering finance, he was involved in the restaurant business. &Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and private businesses, offering investment management, financial and tax planning, and brokerage services through its dual registration as a registered investment adviser and broker-dealer. The firm employs a variety of investment strategies, combining fundamental, technical, and quantitative analysis with both proprietary and third-party portfolios.

Grant Koentz 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. &PARTNERS serves a diverse client base, including high-net-worth individuals, institutions, and retirement plans. The firm offers investment management and financial planning services using a combination of proprietary and third-party strategies and provides both discretionary and non-discretionary portfolio management.