Michael Eppler is a CFP® and holds a Series 66 license with 14 years of industry experience. He has worked at &Partners, LLC since 2024 and previously spent eight years at Wells Fargo Clearing and four years at 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 retirement plan consulting, utilizing both proprietary and third-party strategies with ongoing monitoring and periodic reviews.

Kyle Scott is a financial advisor with \u0026Partners in Russellville, AR, holding a Series 66 designation and 17 years of industry experience. He previously worked at Wells Fargo Advisors and Wells Fargo Clearing over an eight-year period before joining \u0026Partners. \u0026Partners 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 through a combination of proprietary and third-party strategies, employing fundamental, technical, and quantitative analysis.

Thomas Sheehan Jr. is a financial advisor with \&PARTNERS in Nashville, TN, holding Series 63, 65, and 66 licenses and bringing 42 years of industry experience. He has worked at Wiley Bros. Aintree Capital, LLC since 1995. \&PARTNERS serves a broad client base including high-net-worth individuals, retirement plans, charitable organizations, and private businesses, offering investment management, financial and tax planning, and consulting services through a mix of proprietary and third-party strategies.

Samuel Annaian is a financial advisor with \u0026PARTNERS in Sewickley, PA, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He previously worked for nine years at PNC Investments, LLC before joining \u0026PARTNERS in 2025. \u0026PARTNERS serves a diverse client base including high-net-worth individuals, institutions, and retirement plans, offering investment management, financial and tax planning, ERISA consulting, and brokerage services through both discretionary and non-discretionary approaches. The firm employs a combination of fundamental, technical, and quantitative analysis and includes proprietary and third-party strategies in its portfolio management.

Derrick Fort is a financial advisor at &PARTNERS with 14 years of industry experience, including 12 years at Edward Jones before joining &PARTNERS in 2024. He holds a Series 66 designation. Outside of his advisory role, Fort serves as a senior pastor at Great Commission Ministries and owns a cattle-raising operation called Fort Farms. He also holds volunteer board positions with the Clarendon County Chamber of Commerce and Clarendon Christian Learning Center. &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 variety of strategies using both proprietary and third-party models, with services delivered through discretionary and non-discretionary arrangements.

Melanie Cromartie is a financial advisor at &Partners with five years of industry experience. She holds a Series 66 designation and previously spent eleven years with Edward Jones before joining &Partners in 2024. Outside of her advisory role, she assists with payroll for a fiber optic construction company owned by her husband. &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 proprietary and third-party strategies, with a focus on ongoing monitoring and portfolio reviews.

Matthew Fox is a financial advisor with \u0026PARTNERS in Seattle, WA, holding a Series 66 designation and three years of industry experience. Prior to joining \u0026PARTNERS in 2026, he worked at Bank of America N.A. and Merrill. \u0026PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers a range of investment management and financial planning services, employing both proprietary and third-party strategies through discretionary and non-discretionary platforms.

Preston Schwartz is a CFP® professional with 10 years of industry experience. He currently works at &Partners, where he has been since 2024, following prior roles at Wells Fargo Clearing and Davenport & Company. Outside of his advisory role, Schwartz serves as a head basketball coach at Wilson Hall and holds several community leadership positions, including chairman of the Sumter County Museum board and finance chairman at Sumter Methodist Church. &Partners serves a diverse client base that includes 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 evaluated through ongoing monitoring and due diligence.

Joseph Rhyne is a financial advisor at \u0026PARTNERS with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Outside of his role at \u0026PARTNERS, he has a 25% ownership interest in Riazzi Rhyne & Swaim Investment Group LLC, an investment-related business based in Winston Salem, NC. \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, ERISA consulting, and brokerage services using both proprietary and third-party strategies, supported by the Envestnet portfolio platform and NFS brokerage infrastructure.

Ellen Guerra is a CFP® with nine years of industry experience, currently serving as a financial advisor at &Partners since 2023. She previously worked at Edward Jones for six years and spent one year at Nevada State College. &Partners serves a wide range of individual and institutional clients, including high-net-worth individuals, retirement plans, and charitable organizations. The firm offers investment management, financial and tax planning, and various advisory services through a combination of proprietary and third-party strategies.

John Du Rant III is a financial advisor at &PARTNERS with a Series 66 designation and one year of industry experience. His prior background includes roles at Crosby Land Company, Inc. and Fludds Summersett Security, as well as involvement with SE DuRant III Farms LLC and Rural Community Insurance Services. &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 variety of investment strategies across discretionary and non-discretionary accounts, supported by proprietary and third-party resources.

Mitchell West is a financial advisor at &Partners with 23 years of industry experience. He holds the Series 66 designation and previously worked at Wells Fargo Advisors and Wells Fargo Clearing. West is also the owner of West Financial Group LLC. &Partners serves a diverse range of clients, including high-net-worth individuals, retirement plans, charitable organizations, and corporations, offering investment management, financial and tax planning, and retirement-plan consulting. The firm employs a variety of investment strategies and has a dual registration as both a registered investment adviser and a broker-dealer.

Brandon Johnston is a financial advisor at &Partners with 27 years of industry experience. He holds a Series 63 designation and has previously worked at Wells Fargo Advisors and Wells Fargo Clearing. &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, utilizing a mix of fundamental, technical, and quantitative analysis through both proprietary and third-party strategies.

Katherine Wright is a financial advisor at &Partners with 15 years of industry experience. She holds a Series 66 designation and previously worked at UBS Financial Services for 10 years before joining &Partners in 2024. &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, financial and tax planning, and ERISA 3(21) consulting, utilizing a combination of fundamental, technical, and quantitative analysis across discretionary and non-discretionary accounts.

David Wiley III is a financial advisor with &PARTNERS in Nashville, TN, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. He has been affiliated with Wiley Bros. Aintree Capital, LLC since 1980. Wiley serves on the boards of several companies, including Ampersand Partners LLC, &Affiliates Capital LLC, Saussy Burbank Homes, and Turnberry Homes. &PARTNERS serves a broad client base including high-net-worth individuals, institutions, and retirement plans, offering investment management, financial and tax planning, and ERISA consulting services. The firm employs fundamental, technical, and quantitative analysis combined with model portfolios and third-party strategies to manage accounts on both discretionary and non-discretionary bases.

Marla Sherrod is a CFP® and ChFC® with 22 years of experience in the financial industry. She joined &Partners, LLC in 2024 after spending 20 years with Edward Jones. Outside of her advisory role, she is a co-owner of Tandem S Ranch, a family farm in Huntsville, TX. &Partners serves a diverse client base, including individuals, institutions, and private businesses, offering investment management, financial and tax planning, and retirement consulting services. The firm utilizes a blend of fundamental, technical, and quantitative analysis with both proprietary and third-party strategies.

Garret Venetta is a financial advisor with &PARTNERS in Columbus, OH, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He previously worked at Wells Fargo Advisors LLC and Wells Fargo Clearing for a combined 16 years before joining &PARTNERS. Outside of his advisory role, he serves on the budget team of Violet Baptist Church. &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 range of investment strategies supported by proprietary and third-party managers and operates under both registered investment adviser and broker-dealer registrations.

Nicholas Bova is a CFP®-credentialed advisor at &PARTNERS with 13 years of industry experience. He previously worked at Wells Fargo for 13 years before joining &PARTNERS in 2026. &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 proprietary and third-party strategies, supported by both discretionary and non-discretionary account management.

Stephanie Derzanovich is a financial advisor at &PARTNERS with seven years of industry experience. She holds Series 63 and Series 65 designations. Her prior work includes eight years at Wells Fargo Clearing and a year at Universal Instruments. &PARTNERS serves a diverse client base that includes high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers investment management, financial and tax planning, and retirement-plan consulting through a combination of fundamental, technical, and quantitative analysis, utilizing both proprietary and third-party strategies.

Michael Stalnecker is a financial advisor with \&PARTNERS in Clayton, MO, holding a Series 66 designation and 13 years of industry experience. Prior to joining \&PARTNERS in 2025, he worked at Oppenheimer from 2012 to 2025. He serves as a trustee for New City School, a nonprofit elementary school. \&PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, foundations, and corporations. The firm offers investment management, financial and tax planning, and consulting services, employing a range of strategies and third-party managers through its dual registration as a registered investment adviser and broker-dealer.