Bradley Bauer is a financial advisor at &PARTNERS with a Series 66 designation and two years of industry experience. He previously worked at LPL Financial, LLC and Saint Louis Retirement Advisors. &PARTNERS serves a diverse client base including individuals, institutions, retirement plans, and charitable organizations. The firm offers investment management and financial planning services through both discretionary and non-discretionary approaches, using various analytical methods and third-party strategies.

Cara Castagno is a financial advisor at &PARTNERS with Series 66 credentials and one year of industry experience. Prior to joining &PARTNERS, she owned and operated Petal Patisserie, a licensed cottage bakery in Texas, and has experience working at Andrews Center and Amberton University. She is based in Tyler, 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 retirement plan consulting, employing a variety of analytical approaches and both proprietary and third-party strategies.

Dennis Hall is a financial advisor with \u0026Partners, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His prior roles include positions at Wells Fargo Advisors, Bank of America, N.A., and Merrill. He is also the owner of DRH Wealth Advisors and DRH Wealth Management LLC, both financial advisory and wealth management businesses based in Florham Park, NJ. Outside of finance, he works as an events van driver. \u0026Partners 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 through a combination of proprietary and third-party strategies using the Envestnet platform and NFS brokerage infrastructure.

Andrew Cook Jr. is a financial advisor at &PARTNERS with 14 years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Clearing Services LLC, Bank of America, N.A., and Merrill. Outside of his advisory role, he serves as a trustee for Friends Trust in Albany, NY. &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 through both discretionary and non-discretionary strategies, employing a combination of fundamental, technical, and quantitative analysis.

Brenda Kruit is a financial advisor at &PARTNERS with a Series 66 designation and has been in the industry since 2025. Prior to joining &PARTNERS, she worked in insurance and manufacturing roles, including six years at Distefano Insurance and positions at Shearer's and United Conveyor Company. &PARTNERS serves a diverse client base including individuals, institutions, and private businesses. The firm offers investment management and financial planning services, utilizing a range of analytical methods and both proprietary and third-party strategies.

Debra Nicholas is a financial advisor at &Partners with 27 years of industry experience. She holds a Series 63 designation and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC for a combined 16 years. She is based in Longview, TX. &Partners serves a broad mix of 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 through both discretionary and non-discretionary approaches, utilizing a range of proprietary and third-party strategies.

Jack Wiener is a financial advisor at &PARTNERS with Series 63 and Series 65 credentials and 41 years of industry experience. He previously worked at Wells Fargo Advisors for 13 years before joining &PARTNERS. Wiener is also the owner of JLJ Advisors, LLC, a financial practice based in Florham Park, NJ. &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 through a combination of proprietary and third-party strategies using the Envestnet platform.

Bailey De Mier is a financial advisor at &PARTNERS with a Series 66 designation and no prior industry experience. Before joining &PARTNERS, De Mier worked with Teders & Quackenbush Wealth Management Group and has a background that includes roles in education and retail. &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 municipal advisory services using a combination of proprietary and third-party strategies with ongoing portfolio monitoring.

Richard Zangara is a financial advisor at &PARTNERS with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Pruco Securities Corporation. Outside of his advisory role, he serves as chairman of the North Brunswick Planning Board and the North Brunswick Democratic Organization. &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 services using a combination of fundamental, technical, and quantitative analysis across proprietary and third-party strategies.

David Labourdette is a financial advisor at &Partners with 32 years of industry experience. He holds Series 63 and Series 65 designations. His prior experience includes eight years at Wells Fargo Clearing and seven 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 retirement-plan consulting through both discretionary and non-discretionary approaches. The firm utilizes a combination of fundamental, technical, and quantitative analysis along with proprietary and third-party strategies.

Scott Spang is a financial advisor with \u0026Partners and holds Series 63 and Series 65 licenses. He has 32 years of industry experience, including prior roles at Wells Fargo Clearing and Wells Fargo Advisors. Outside of his advisory work, he serves as president of the Plantation Pointe Homeowners Association in Ridgeway, SC. \u0026Partners 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 fundamental, technical, and quantitative analysis through discretionary and non-discretionary accounts.

Ali Boop Nilsen is a financial advisor with \u0026PARTNERS in Bellevue, WA, holding Series 63 and Series 66 designations and 16 years of industry experience. Prior to joining \u0026PARTNERS in 2026, Nilsen worked at Wells Fargo Clearing Services, LLC for nine years and had brief tenures at Conover Capital Management LLC and Conover Securities Corporation. Outside of advising, Nilsen co-owns a business, DTNtile LLC, focusing on bookkeeping and administrative duties. \u0026PARTNERS serves a diverse client base including individuals, institutions, and private businesses, offering investment management and financial planning services. The firm employs a combination of fundamental, technical, and quantitative analyses, utilizing both proprietary and third-party strategies, and operates under dual registration as a registered investment adviser and broker-dealer.

Hannah Buchman is a financial advisor at &PARTNERS with a Series 66 designation and five years of industry experience. She previously worked at Edward Jones and has held various roles including positions at Miami University and Legal Services of Eastern Missouri. &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, ERISA 3(21) consulting, and brokerage services, utilizing a range of investment strategies and third-party managers alongside direct portfolio management by its advisors.

Reeves Thompson is a financial advisor at &PARTNERS with a Series 66 designation and two years of industry experience. He previously worked at Wells Fargo Clearing, Eton Solutions, L.P., and Credit Suisse Securities (USA) LLC. &PARTNERS serves a diverse range of individual and institutional clients, offering investment management, financial and tax planning, and retirement-plan services. The firm employs a combination of fundamental, technical, and quantitative analyses and utilizes both proprietary and third-party strategies on discretionary and non-discretionary bases.

Brandon Craiger is a financial advisor at &PARTNERS with 14 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for 14 years before joining &PARTNERS in 2025. &PARTNERS serves a diverse client base including individuals, institutions, retirement plans, and charitable organizations. The firm offers investment management and financial planning services, utilizing a combination of fundamental, technical, and quantitative analyses alongside model portfolios and both proprietary and third‑party strategies.

Daniel Gopp is a financial advisor at &PARTNERS with 14 years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones for 13 years before joining &PARTNERS in 2025. &PARTNERS serves a diverse range of clients, including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers investment management and financial planning services through a combination of proprietary and third-party strategies, utilizing both discretionary and non-discretionary approaches and supported by platforms such as Envestnet and NFS brokerage infrastructure.

Trevor Merkley is a financial advisor at &Partners with Series 63 and Series 66 credentials and one year of industry experience. His prior work includes positions at K Force, Chicago Public Schools, and JPMorgan Securities LLC. &Partners serves a diverse range of individual and institutional clients, offering investment management, financial and tax planning, ERISA consulting, and brokerage services through both discretionary and non-discretionary strategies. The firm utilizes a combination of fundamental, technical, and quantitative analysis and oversees accounts managed directly by advisors or third-party managers.

J Delmain is a financial advisor with \u0026Partners, holding a Series 66 designation and 22 years of industry experience. Prior to joining \u0026Partners in 2024, he worked at UBS Financial Services for 11 years. \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 through a combination of proprietary and third-party strategies, using fundamental, technical, and quantitative analysis along with ongoing monitoring and reviews.

Victor Silvestri is a financial advisor with \u0026Partners in Nashville, TN, holding Series 63 and Series 66 designations and bringing 37 years of industry experience. He has worked at Wiley Bros-Aintree Capital, LLC since 2006. Outside of his advisory role, he also works as a ride-share driver. \u0026Partners serves a diverse client base including individuals, retirement plans, charitable organizations, and corporations. The firm offers investment management and financial planning through discretionary and non-discretionary approaches, utilizing a mix of fundamental, technical, and quantitative analysis along with proprietary and third-party strategies.

Dennis Schmidt is a financial advisor at &Partners with Series 63 and Series 65 licenses and 48 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC for a total of 15 years. &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 using a combination of fundamental, technical, and quantitative analysis, with portfolios managed by its advisors or selected third-party managers.