Matthew Klatsky is a financial advisor at &Partners with 24 years of industry experience. He holds the Series 63 and Series 66 licenses and has worked previously at Wells Fargo Clearing and Wells Fargo Advisors LLC. Klatsky is also the managing member of an investment-related LLC that owns shares in the &Partners holding company. &Partners serves a diverse range of clients, including high-net-worth individuals, retirement plans, charitable organizations, and private businesses. The firm offers investment management and financial planning services using a combination of fundamental, technical, and quantitative analysis, with accounts managed directly by advisors or through third-party managers.

Roy Lamar is a financial advisor at &PARTNERS with 18 years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC for a combined 16 years. Outside of his advisory role, Lamar serves as a commissioner for the Meridian Airport Authority. &PARTNERS serves a broad mix of individual and institutional clients, offering investment management, financial and tax planning, ERISA consulting, and brokerage services. The firm utilizes a combination of fundamental, technical, and quantitative analyses along with both proprietary and third-party strategies.

Guarionex Ortiz is a financial advisor at &PARTNERS with 30 years of industry experience. He holds a Series 63 designation and has worked previously at UBS Financial Services and Merrill. &PARTNERS serves a diverse client base, including high-net-worth individuals, institutions, and retirement plans, offering investment management, financial and tax planning, and ERISA consulting. The firm employs a range of investment strategies through both discretionary and non-discretionary management, utilizing proprietary and third-party models and maintains roles as a registered investment adviser, broker-dealer, and municipal advisor.

Anthony Juliano is a CFP®-certified financial advisor at &PARTNERS with seven years of industry experience. He previously worked at Wells Fargo Clearing Services, LLC for six years and BlackTree Healthcare Consulting for two years. Juliano is based in Wilmington, Delaware. &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 proprietary and third-party strategies with ongoing portfolio monitoring.

James Wolslager is a financial advisor at &Partners with 25 years of industry experience. He holds a Series 66 credential and has worked with firms including Merrill, Bank of America, and Wells Fargo Clearing Services. Outside of finance, he is involved in managing several full-service restaurants in Austin, Texas. &Partners serves a diverse client base that includes high-net-worth individuals, retirement plans, and institutions. The firm offers investment management and advisory services through a mix of proprietary and third-party strategies, utilizing the Envestnet platform and NFS brokerage infrastructure.

Robert Samson is a financial advisor at &Partners with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Wells Fargo Advisors, Wells Fargo Clearing, LPL Financial, Stratos Wealth Partners, and Ampersand Partners. Samson serves as a FINRA arbitrator outside of his advisory role. &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 using a combination of proprietary and third-party strategies, with discretionary and non-discretionary options supported by Envestnet and NFS brokerage platforms.

Nicholas Marten is a financial advisor at &Partners with two years of industry experience. He holds a Series 66 designation and previously worked at Merrill and Equinox. Outside of advising, he has assisted with maintenance operations at Equinox Sports Club. &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 through both discretionary and non-discretionary services. The firm utilizes a combination of fundamental, technical, and quantitative analysis and provides access to proprietary and third-party investment strategies.

Craig Halliday is a financial advisor at &PARTNERS with 33 years of industry experience. He holds Series 63 and Series 65 licenses and 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, and corporations. The firm offers investment management, financial and tax planning, and retirement plan consulting using a combination of proprietary and third-party strategies, supported by ongoing monitoring and account reviews.

Alex Pettina is a financial advisor at &Partners with eight years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Clearing and UPMC Presbyterian Hospital. &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 advisory services using a combination of fundamental, technical, and quantitative analysis, with options for discretionary and non-discretionary management.

William Paschal is a CFP®-designated financial advisor with 33 years of industry experience. He currently works at &Partners and has previously held positions at Wells Fargo Advisors and Wells Fargo Clearing. Outside of his advisory role, he serves as Treasurer of the Palmetto Golf Club, a tax-exempt organization in Aiken, SC. &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 combination of fundamental, technical, and quantitative analysis through both proprietary and third-party strategies.

Paul Ehrhart is a financial advisor with &PARTNERS in Wichita, KS, holding Series 63 and 65 licenses and 18 years of industry experience. His prior experience includes roles at Wells Fargo Advisors, Cambridge Investment Research Advisors, and New England Securities. Outside of his advisory work, Ehrhart coaches middle school boys basketball and owns a window treatment installation business. &PARTNERS serves a diverse client base including individuals, retirement plans, charitable organizations, and corporations, offering investment management and financial planning services through both advisory and brokerage platforms. The firm uses a combination of fundamental, technical, and quantitative analysis in its investment approach and provides municipally focused advisory and underwriting services.

Alben Portnoy is a financial advisor at &Partners with 49 years of industry experience. He holds Series 63 and Series 65 designations. His prior work includes long-term roles at Wells Fargo Clearing and City Federal Savings & Loan. &Partners serves a diverse range of individual and institutional clients, providing investment management, financial and tax planning, and retirement plan consulting. The firm employs a combination of fundamental, technical, and quantitative analysis and offers investment management through both discretionary and non-discretionary accounts.

Lauren Kane is a financial advisor with &PARTNERS in Clayton, MO, holding a Series 66 designation and nine years of industry experience. She previously worked at Wells Fargo Advisors and Wells Fargo Clearing from 2016 to 2026. &PARTNERS serves individual and institutional clients including high-net-worth individuals, retirement plans, charitable organizations, and private businesses. The firm offers investment management and financial planning services using a combination of proprietary and third-party strategies, with accounts managed on both discretionary and non-discretionary bases.

Dawn Boyer is a financial advisor at &PARTNERS with over 31 years of industry experience. She holds a Series 63 designation and previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Outside of her advisory role, she is an owner and shareholder of a privately held family railroad construction company. &PARTNERS serves a diverse client base including high-net-worth individuals, institutions, and retirement plans, offering investment management, financial and tax planning, and brokerage services. The firm employs a variety of investment strategies and platforms, combining fundamental, technical, and quantitative analysis.

Mark Gronner is a financial advisor with \u0026PARTNERS in Palm Beach Gardens, FL, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. His prior work includes nine years at Wells Fargo Clearing and seven years at Wells Fargo Advisors LLC. \u0026Partners serves a wide range of individual and institutional clients, including high-net-worth individuals and charitable organizations. The firm offers investment management, financial and tax planning, and retirement-plan consulting, utilizing a blend of fundamental, technical, and quantitative analysis across discretionary and non-discretionary accounts.

Jacob Sullivan is a CFP® with 17 years of experience in the financial industry, currently serving as an advisor at &PARTNERS since 2026. His prior experience includes roles at Wells Fargo Advisors and Wells Fargo Clearing dating back to 2011. Outside of his advisory work, he co-founded the Jeff Sullivan Memorial Foundation, helping to organize annual fundraisers and select scholarship recipients, and serves on the finance committee of Citizens Against Domestic Violence. &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, utilizing a combination of proprietary and third-party strategies with ongoing monitoring and periodic reviews.

Jennifer Robinson is a financial advisor at &PARTNERS with 27 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. &PARTNERS serves a diverse client base including individuals, retirement plans, charitable organizations, and corporations. The firm offers investment management, financial and tax planning, and retirement-plan consulting, utilizing a combination of fundamental, technical, and quantitative analysis through both proprietary and third-party strategies.

Leroy Creech is a financial advisor at &Partners with Series 63 and Series 65 credentials and 36 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors. He serves as vice chair and board member of Prisma Hospital Midlands and is also on the board of Palmetto Hospital in Columbia, SC. &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 utilizing a mix of analytical strategies and provides both discretionary and non-discretionary portfolio management through its integrated platform.

John Hampton is a financial advisor at &PARTNERS with 27 years of industry experience. He holds the Series 63 and Series 66 designations. His prior roles include positions at Wells Fargo Advisors and Wells Fargo Clearing. &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 combination of proprietary and third-party strategies across discretionary and non-discretionary accounts.

Robert Adrian is a financial advisor at &Partners with 31 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Edward Jones for 28 years before joining &Partners in 2023. &Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm provides investment management, financial and tax planning, and advisory services using a combination of fundamental, technical, and quantitative analysis, with portfolios managed directly or through third-party managers.