Shawn Mc Carthy is a financial advisor at &PARTNERS with a Series 66 designation and three years of industry experience. He previously worked at Raymond James Financial Services Advisors, Inc. and First Hawaiian Bank. Outside of his advisory role, he is an associate at First Hawaiian Advisors. &PARTNERS serves a diverse range of clients, including high-net-worth individuals and institutional investors, offering investment management, financial and tax planning, and retirement services through both discretionary and non-discretionary strategies.

Grace Borden is a financial advisor with \u0026Partners, holding a Series 66 designation and seven years of industry experience. Prior to joining \u0026Partners in 2024, she worked at UBS Financial Services Inc. for six years and held positions at The Hardshell and Roan. \u0026Partners serves a diverse client base including high-net-worth individuals, institutions, and private businesses, offering investment management, financial and tax planning, and retirement-related services through both advisory and brokerage platforms. The firm employs a variety of analytical approaches and model portfolios, and it maintains activities in municipal advisory and underwriting.

Matthew Doran is a CFP® with 27 years of industry experience, currently serving as a financial advisor at \u0026Partners since 2023. His prior experience includes roles at Sage Wealth Planning LLC, Sage Consulting of Northern Michigan, and Edward D. Jones & Co., L.P. He is also the owner of Sage Wealth Properties, LLC. \u0026Partners serves a broad mix of individual and institutional clients, offering investment management, financial and tax planning, ERISA 3(21) consulting, retirement-plan participant discretionary management, and brokerage services. The firm employs a variety of investment strategies and third-party managers while providing ongoing monitoring and account reviews.

Karen Bauman is a financial advisor at &PARTNERS with 26 years of industry experience. She holds the Series 63 and Series 65 designations and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of her advisory role, she serves as Secretary and Show Committee member for Central Indiana Scent Work and performs scoreroom duties for NACSW K-9 Nosework trials. &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 combination of fundamental, technical, and quantitative analysis and provides both discretionary and non-discretionary portfolio management through proprietary and third-party strategies.

Jeremy Jeffers is a Series 66-licensed financial advisor with two years of industry experience. He is currently with &PARTNERS and previously worked at Wells Fargo Advisors for three years and Old National Investments for ten years. &PARTNERS serves a diverse range of 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, using a mix of fundamental, technical, and quantitative analysis along with proprietary and third-party strategies.

Daniel Kerrigan is a CFP® with 25 years of industry experience. He is currently with &PARTNERS and previously worked at LPL Financial, Kerrigan Capital & Risk Management, and Cetera. He serves as a volunteer board member of the Valdosta Airport Authority Board and is a 50% owner of South GA Flyers LLC, holding a 2007 Cirrus SR22T aircraft, and is an instrument-rated pilot. &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 financial planning services using both proprietary and third-party strategies, with accounts managed on discretionary and non-discretionary bases.

Christopher Lewis is a Series 66-licensed financial advisor with 27 years of industry experience. He has been with &Partners since 2026 and previously worked ten years at Wells Fargo Clearing and five years at Wells Fargo Advisors LLC. &Partners serves a diverse client base including high-net-worth individuals, institutions, retirement plans, and charitable organizations, offering investment management, financial and tax planning, and ERISA consulting services through both discretionary and non-discretionary approaches. The firm employs a combination of fundamental, technical, and quantitative analysis and features municipal advisory capabilities alongside traditional advisory and brokerage services.

Sandra Zakhary is a financial advisor with &Partners, holding a Series 66 designation and 19 years of industry experience. She previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC for a combined 15 years before joining &Partners in 2024. &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 ERISA consulting, utilizing a mix of analysis techniques and both proprietary and third-party strategies across discretionary and non-discretionary accounts.

John Crowley is a financial advisor at &PARTNERS with seven years of industry experience. He holds a Series 66 designation and has worked at Wiley Bros. - Aintree Capital, Ampersand Partners, Wells Fargo Clearing Services, and Eaton Vance Management. &PARTNERS 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 using both discretionary and non-discretionary strategies, combining fundamental, technical, and quantitative analysis across proprietary and third-party models.

Tracey Stefanisko is a financial advisor at &Partners with 23 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Wells Fargo Clearing, Wells Fargo Advisors LLC, Roster Financial, and Questar Capital Corporation. &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 using a combination of fundamental, technical, and quantitative analysis along with both proprietary and third-party strategies.

Corbin Curley is a financial advisor at &PARTNERS with 11 years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Clearing and WELLS FARGO Advisors, LLC. Curley serves on the investment committee of the Cullman Child Development Center and is a board member of the Sidney Central School District. &PARTNERS serves a diverse client base including individuals, retirement plans, charitable organizations, and corporations, offering investment management, financial and tax planning, and retirement-plan consulting through both advisory and brokerage services. The firm employs a combination of fundamental, technical, and quantitative analysis, utilizing proprietary and third-party strategies with ongoing monitoring and regular reviews.

Gregory Lamonica is a financial advisor with &PARTNERS who holds a Series 66 credential and has 17 years of industry experience. His prior work includes roles at Wells Fargo Advisors, Wells Fargo Clearing Services LLC, Securities Management & Research, Inc., and Farm Family. He is involved in a private investment-related business, GREG LAMONICA, INC. &PARTNERS serves a diverse client base that includes individuals, retirement plans, charitable organizations, and corporations. The firm offers investment management, financial and tax planning, and specialized advisory services using a mix of proprietary and third-party strategies, supported by a dual registration as a registered investment adviser and broker-dealer.

Charles Bennett is a financial advisor with &Partners and holds a Series 63 designation. He has 34 years of industry experience, including previous roles at Wells Fargo Advisors and Wells Fargo Clearing. Outside of his advisory work, Bennett serves as a director for the Anderson County Youth Livestock Association and manages a registered Brangus cattle ranch, in addition to holding several volunteer treasurer and elder positions in local community organizations. &Partners serves individual and institutional clients, offering investment management, financial and tax planning, and retirement-plan consulting. The firm employs a range of investment strategies using both proprietary and third-party models and provides services through a dual registration as an investment adviser and broker-dealer.

David Nickel is a financial advisor at &PARTNERS with 38 years of industry experience. He holds a Series 63 designation and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. &PARTNERS serves a diverse client base, including high-net-worth individuals, institutions, retirement plans, and charitable organizations. The firm offers investment management, financial and tax planning, and consulting services through both discretionary and non-discretionary approaches, utilizing a combination of proprietary and third-party strategies.

Marci Holden is a financial advisor at &PARTNERS with Series 63 and Series 66 credentials and ten years of industry experience. Her prior roles include positions at Wells Fargo Advisors, Wells Fargo Clearing Services LLC, Edward Jones, and Elevation LLC. She serves as treasurer for the Chenango Foundation and acts as executor for her parents' estates. &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 3(21) consulting, utilizing a combination of fundamental, technical, and quantitative analysis alongside model portfolios and third-party strategies.

Patrick Riazzi is a financial advisor with \u0026PARTNERS, holding Series 63 and Series 65 designations and bringing 39 years of industry experience. His prior roles include positions at Wells Fargo Advisors and Wells Fargo Clearing. He serves as co-trustee for his parents' charitable remainder trust and holds a partial ownership stake in Riazzi Rhyne & Swaim Investment Group LLC. \u0026PARTNERS serves a diverse client base that includes 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 other advisory services using a combination of fundamental, technical, and quantitative analysis through the Envestnet platform and NFS brokerage infrastructure.

Roy Martin IV is a CFP® professional with 23 years of industry experience. He is currently with &Partners, LLC, where he has worked since 2024. His prior experience includes roles at Wells Fargo Clearing, Wells Fargo Advisors LLC, Capes Capital Management, Inc., and Ameriprise. &Partners serves a diverse range of individual and institutional clients, including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers investment management and advisory services using both proprietary and third-party strategies, combining fundamental, technical, and quantitative analysis with ongoing account monitoring.

Heather Nadeau is a financial advisor at &PARTNERS with a Series 66 credential and two years of industry experience. She previously worked for Wells Fargo Clearing for 15 years before joining &PARTNERS. &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 through both discretionary and non-discretionary approaches, utilizing a range of analytical methods and third-party strategies.

Lloyd Laughlin is a financial advisor at &Partners in Hermitage, PA, holding Series 63 and Series 65 licenses with 43 years of industry experience. Prior to joining &Partners in 2025, he worked at Wells Fargo Clearing and Wells Fargo Advisors LLC from 2009 to 2025. &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 retirement-plan consulting through both advisory and brokerage services. The firm employs a combination of fundamental, technical, and quantitative analysis along with proprietary and third-party strategies, managing accounts via its Envestnet portfolio platform.

Noah Elias is a financial advisor at &Partners with 11 years of industry experience. He previously worked at Wells Fargo Clearing, Wells Fargo Advisors, LLC, and Wells Fargo Bank NA. &Partners serves a diverse range of clients, including high-net-worth individuals, retirement plans, and institutional organizations. The firm offers investment management, financial and tax planning, and consulting services, utilizing a combination of fundamental, technical, and quantitative analysis across proprietary and third-party strategies.