Bobbie Bostick is a financial advisor at &Partners with 12 years of industry experience. She held previous roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of her advisory work, she participates in seasonal holiday decorating and hangar cleaning activities in Midland, 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 using a blend of fundamental, technical, and quantitative strategies supported by both proprietary and third-party portfolio options.

Lisa Breslin is a financial advisor with \u0026Partners, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. She has worked at \u0026Partners since 2023 and previously spent 14 years at Wells Fargo Clearing and Wells Fargo Advisors. \u0026Partners serves a diverse client base including high-net-worth individuals, institutions, and private businesses, offering investment management, financial and tax planning, and retirement-plan services. The firm employs a combination of fundamental, technical, and quantitative analysis, utilizing both in-house and third-party strategies, and operates under dual registration as a registered investment adviser and broker-dealer.

Kristen Henk is a CFP® and holds a Series 66 license with 15 years of industry experience. She has worked at &Partners since 2024 and previously spent 14 years at Wells Fargo Clearing and Wells Fargo Advisors LLC. In addition to her advisory role, she performs bookkeeping and administrative duties for a family business. &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, supported by ongoing monitoring and periodic reviews.

Kristie Daniel is a financial advisor at &PARTNERS in Saint Louis, MO, with 12 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, and institutional clients. The firm offers investment management and financial planning services, utilizing a combination of fundamental, technical, and quantitative analysis through both discretionary and non-discretionary accounts.

Michael Hambrock is a financial advisor at &Partners with 40 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Wells Fargo Advisors and Wells Fargo Clearing during his career. Outside of his advisory role, he teaches tennis at the Terre Haute Tennis and Pickleball Club. &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 combination of proprietary and third-party strategies with ongoing monitoring and periodic reviews.

Roberta Kealy is a financial advisor at &PARTNERS with 10 years of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo Advisors and Raymond James & Associates. Based in South Bend, IN, she joined &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 and financial planning through both discretionary and non-discretionary approaches, utilizing a combination of fundamental, technical, and quantitative analysis supported by proprietary and third-party strategies.

Sarah Navarre is a CFP® with 20 years of experience in the financial services industry. She currently works at \&Partners, LLC and has previously held positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of her advisory role, she serves as treasurer for the Southeastern VA Women's Soccer Association and holds leadership and board roles with the Safe House Project and the Hampton Roads Soccer Council. \&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 through discretionary and non-discretionary approaches, utilizing a combination of proprietary and third-party strategies.

Edward Curley is a CFP® with 35 years of industry experience. He is currently with &Partners, where he has worked since 2026. Prior to that, he held roles at Wells Fargo Clearing and Wells Fargo Advisors LLC for a combined 17 years. He also serves as a successor trustee in Oneonta, NY. &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 using a combination of proprietary and third-party strategies, with services provided on both discretionary and non-discretionary bases.

Ryan Mc Cracken is a financial advisor at &Partners with two years of industry experience. He holds the Series 66 designation and previously worked at One Resource Group and Lee Kinstle Sale & Service. He serves as a board member for the Van Wert YMCA, where he is involved in supporting youth programs and overseeing the organization's financial standing. &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 ERISA consulting, employing a range of analytical strategies and a combination of proprietary and third-party portfolio management.

Timothy Hartland is a CFP®-designated financial advisor with 14 years of industry experience. He is currently with &Partners and has previously worked at Wells Fargo Advisors and Cambridge Investment Research Advisors. &Partners serves a diverse range of individual and institutional clients, including high-net-worth individuals, retirement plans, charitable organizations, and private businesses. 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.

Dominic Shea is a financial advisor at &Partners with 22 years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Advisors and its related entities for 14 years. He serves as a contingent trustee for his niece’s trust and holds ownership interests in investment-related businesses, including Dominic Shea Inc. and Norwich Wealth Management LLC. &Partners 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, utilizing both proprietary and third-party strategies, and operates as a dual registered investment adviser and broker-dealer.

Jason Eckerman is a financial advisor with &PARTNERS in Kalispell, MT, holding a Series 66 designation and 19 years of industry experience. Before joining &PARTNERS in 2026, he spent a decade at Wells Fargo Clearing and Wells Fargo Advisors, LLC. &PARTNERS serves a diverse client base, including high-net-worth individuals, institutions, and retirement plans. The firm offers a range of investment management and financial planning services using both discretionary and non-discretionary approaches, combining fundamental, technical, and quantitative analysis with proprietary and third-party strategies.

Dalton Horstmeier is a CFP® and Series 66 credentialed advisor with seven years of industry experience. He has worked at Edward Jones from 2018 to 2023 and joined \u0026Partners in 2023. Outside of his advisory role, he serves as Vice President of Horstmeier Farms LLC, a family agricultural business where he oversees operations during planting and harvest seasons. \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 utilizing both proprietary and third-party strategies, supported by comprehensive due diligence and ongoing portfolio monitoring.

Robert Weis is a CFP® with 32 years of industry experience. He is currently with &Partners, joining the firm in 2024 after previous roles at Wells Fargo Advisors and Wells Fargo Clearing. Weis is also president of Robert Weis Wealth Management Services, Ltd., an entity he uses to manage office expenses for his practice. &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 ERISA consulting, employing a range of analysis techniques and combining proprietary and third-party strategies.

Jeffrey Swartzentruber is a financial advisor at &PARTNERS with Series 63 and Series 65 designations and 35 years of industry experience. He previously worked at Wells Fargo Advisors and Wells Fargo Clearing from 2009 to 2024. He also owned Swartzentruber Wealth Management LLC, through which he managed his business operations as an independent advisor prior to joining &PARTNERS. &PARTNERS serves a broad mix of individual and institutional clients, including high-net-worth individuals, retirement plans, and charitable organizations. The firm offers investment management and comprehensive financial services using a combination of proprietary, third-party, and model portfolio strategies, with both discretionary and non-discretionary account management.

Richard Getzoff is a financial advisor at &PARTNERS with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Wiley Bros. - Aintree Capital, Ampersand Partners, 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 fundamental, technical, and quantitative analysis, with accounts managed on both discretionary and non-discretionary bases.

Christopher Senvisky is a CFP® with 32 years of industry experience and currently serves as a financial advisor at &Partners since 2024. He previously worked for Wells Fargo Clearing from 2016 to 2024 and Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he is a partner in DWM Partners LLC, a venture unrelated to securities trading. &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 both proprietary and third-party strategies managed through a combination of discretionary and non-discretionary approaches.

Justin Rooks is a financial advisor at &Partners with 16 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for 14 years. Outside of his advisory role, he is involved in several family farming and livestock businesses in Inverness, Florida. &Partners serves a diverse client base including 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 alongside proprietary and third-party strategies.

Rhett Shockey is a Series 66-licensed financial advisor at &Partners with 20 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC, accumulating 13 years of service before joining &Partners. Outside of finance, Shockey officiates college and high school football games as a referee. &Partners serves a diverse client base including high-net-worth individuals, retirement plans, and institutions, offering investment management, financial and tax planning, and retirement plan consulting. The firm employs a combination of fundamental, technical, and quantitative analysis across proprietary and third-party strategies, with services available on both discretionary and non-discretionary bases.

Brady Jowell is a CFP® with five years of industry experience, currently serving as a financial advisor at &PARTNERS. He has previously worked at Raymond James Financial and Fisette and Kim Financial Services LLC. &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 a mix of proprietary and third-party strategies, with both discretionary and non-discretionary account management.