Bart Cutino is a financial advisor at ThePARTNERS Wealth Management with 18 years of industry experience. He holds a Series 66 designation and previously worked at Centaurus Financial, Inc. from 2013 to 2021. Outside of advising, he is a part owner and consultant for the Sardine Factory, a family restaurant in Monterey, CA. ThePARTNERS Wealth Management serves individuals, families, trusts, estates, businesses, and retirement plans by providing comprehensive investment management, financial planning, consulting, and retirement-plan advisory services through a multi-team advisor structure. The firm employs customized portfolio strategies using a range of models and investment vehicles, generally with discretionary authority granted by clients.

Joseph Shalom is a Series 66-licensed financial advisor with six years of industry experience. He currently works at ThePARTNERS Wealth Management and previously held positions at Hornor Townsend & Kent LLC, MML Investors Services, LLC, and Mass Mutual Life Insurance Co. Outside of advisory work, Shalom operates a travel agency that assists clients with hotel research and bookings. ThePARTNERS Wealth Management serves individuals, families, trusts, estates, businesses, and retirement plans by providing investment management, financial planning, and retirement-plan advisory services. The firm combines custom portfolios and model-based management, using both internal and third-party resources, and requires advisors to utilize the Amplify Platform for trading and model access.

Randall Barnes is a financial advisor at The Partners Wealth Management with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including SCF Investment Advisors, Transamerica Financial Advisors, RCB Financial Services, and World Financial Group. The Partners Wealth Management serves individuals, families, trusts, estates, businesses, and retirement plans by providing investment management, financial planning, consulting, and retirement-plan advisory services. The firm uses a multi-team advisor structure and employs customized portfolio strategies through both internal and third-party models, typically implementing mutual funds, ETFs, equities, and fixed-income securities.

Daniel Morris is a financial advisor at ThePARTNERS Wealth Management with 10 years of industry experience. He holds Series 63 and Series 65 credentials and has prior work history with SCF Investment Advisors, SCF Securities, JP Morgan Chase Bank, and Freeport McMoran. Outside of his advisory role, Morris serves as treasurer and finance committee chair on the board of directors for United Way of Graham & Greenlee Counties. ThePARTNERS Wealth Management serves individuals, families, trusts, estates, businesses, and retirement plans, providing investment management, financial planning, and retirement-plan advisory services. The firm combines customized portfolios and model-based management with access to third-party managers and uses the Amplify Platform for trading and portfolio oversight.

Richard Wilkins is a financial advisor with ThePartners Wealth Management based in Ponte Vedra Beach, FL. He holds Series 63 and Series 65 licenses and has 16 years of industry experience, including 14 years with Principal Securities and Principal Life Insurance Company. Outside of financial advising, Wilkins is involved in baseball coaching and consulting. ThePartners Wealth Management serves individuals, families, trusts, estates, businesses, and retirement plans by providing investment management, financial planning, and retirement-plan advisory services. The firm combines proprietary and third-party models with discretionary management options and requires advisors to use the Amplify Platform for trading and portfolio management.

Derek Kartchner is a financial advisor at ThePARTNERS Wealth Management with one year of industry experience. He holds a Series 65 credential and has been the President and Managing Member of Gila Insurance Group LLC since 2016. ThePARTNERS Wealth Management serves individuals, families, trusts, estates, businesses, and retirement plans with investment management, financial planning, and retirement-plan advisory services. The firm offers both customized portfolios and model-based management, combining internally developed models, third-party model providers, and outsourced investment managers.

Adam Worth is a financial advisor at The Partners Wealth Management with two years of industry experience. He holds a Series 66 designation and previously worked at SCF Investment Advisors, SCF Securities, and Amazon Inc. The Partners Wealth Management serves individuals, families, trusts, estates, businesses, and retirement plans by providing investment management, financial planning, consulting, and retirement-plan advisory services. The firm employs a multi-team advisor structure and uses customized portfolio strategies implemented through various models and managers, typically with discretionary authority from clients.

Jaden Bookser is a financial advisor at The Partners Wealth Management with a Series 66 designation and one year of industry experience. Prior to joining The Partners Wealth Management, he worked at Osaic Wealth, Inc. and CoActive Wealth Strategies. The Partners Wealth Management serves individuals, families, trusts, estates, businesses, and retirement plans by providing comprehensive investment management, financial planning, consulting, and retirement-plan advisory services through a multi-team advisor structure. The firm uses customized portfolio strategies and various model approaches, typically implementing mutual funds, ETFs, individual equities, and fixed-income securities.

Tyler Broek is a financial advisor with ThePartners Wealth Management in Miami, FL, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at OSAIC and Securities America Advisors, Inc., and he has operated his own firms, Gordon Wealth Financial Life Advisors LLC and Tyler Broek LLC, since 2017. He also has experience in the sale of life insurance and annuities through his role as a licensed representative. ThePartners Wealth Management serves individuals, families, trusts, estates, businesses, and retirement plans by offering investment management, financial planning, and retirement-plan advisory services. The firm employs a combination of customized portfolios and model-based management, utilizing both in-house and third-party model providers, with a required platform for trading and model access.

Gregory Rutherford is a CFP®-designated financial advisor with 14 years of industry experience. He is currently with ThePARTNERS Wealth Management and is also the owner and Chief Compliance Officer of Elite TAMP LLC and Cavalier Investments LLC, firms that provide investment models and advisory services. ThePARTNERS Wealth Management serves individuals, families, trusts, estates, businesses, and retirement plans, offering investment management, financial planning, and retirement-plan advisory services through a combination of customized portfolios and model-based discretionary account management. The firm integrates internally developed models with third-party providers and requires its advisors to use the Amplify Platform for back-office, trading, and model access.

Phillip Palmer is a financial advisor at The Partners Wealth Management with 25 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at SCF Investment Advisors, Health Net, and Global View Capital Advisors. Outside of advisory work, he serves as treasurer for the Thatcher High School Booster Club. The Partners Wealth Management serves individuals, families, trusts, estates, businesses, and retirement plans, providing comprehensive investment management and financial planning services through a multi-team advisor structure. The firm uses customized portfolio strategies combining internal and third-party models, with clients typically granting discretionary authority for implementation.

Brad Small is a financial advisor with ThePARTNERS Wealth Management in Sinking Spring, PA, holding Series 63 and Series 66 licenses and 26 years of industry experience. His prior roles include positions at OSAIC Wealth, Inc. and American Portfolios Financial Services, Inc. Outside of advising, he is a board member of the Boy Scouts of America Hawk Mountain Council and founder of the Small Steps Scholarship Fund, which supports outstanding high school students pursuing higher education. ThePARTNERS Wealth Management serves individuals, families, trusts, estates, businesses, and retirement plans, providing comprehensive investment management, financial planning, and consulting through a multi-team advisor structure. The firm employs customized portfolio strategies using internal and third-party models and typically holds discretionary authority to implement these strategies on behalf of clients.

Cylynn Sheffield is a financial advisor at The Partners Wealth Management in Bellingham, WA, holding a Series 65 designation with one year of industry experience. Prior to joining The Partners Wealth Management, Sheffield worked at Copytalk Business Services and TW Smith Planning and Investments. The Partners Wealth Management serves individuals, families, trusts, estates, businesses, and retirement plans by providing comprehensive investment management, financial planning, consulting, and retirement-plan advisory services through a multi-team advisor structure. The firm employs customized portfolio strategies using a combination of internally developed and third-party models, mutual funds, ETFs, equities, and fixed-income securities.

Kathleen Elliott is a Series 65-licensed financial advisor with 12 years of industry experience. She currently works at The Partners Wealth Management and has previously been affiliated with Trivelloni Risk Management LLC, Trivelloni Asset Management, LLC, and Premier Estate Planners, LLC. The Partners Wealth Management serves individuals, families, trusts, estates, businesses, and retirement plans by providing investment management, financial planning, consulting, and retirement-plan advisory services. The firm employs a multi-team advisor structure and uses customized portfolio strategies that include internally developed and third-party models, implementing a range of investment vehicles such as mutual funds, ETFs, equities, and fixed-income securities.

Justin Balas is a financial advisor at ThePARTNERS Wealth Management in Carmel by the Sea, CA, holding a Series 65 designation with three years of industry experience. He has worked at several firms including ELITE Portfolios, SVB Wealth LLC, and Harbinger Group. Balas is also the CEO and founder of Midcoast Asset Management, an investment research and consulting business. ThePARTNERS Wealth Management serves individuals, families, trusts, estates, businesses, and retirement plans with investment management, financial planning, and retirement-plan advisory services. The firm offers both customized portfolios and model-based management, combining internally developed models with third-party providers and requires use of the Amplify Platform for back-office, trading, and model access.

Trevin Kent is a CFP® with 12 years of experience in financial advising, currently with The Partners Wealth Management since 2021. He previously worked at Centaurus Financial Inc. for eight years. In addition to his advisory role, Kent serves as treasurer and bookkeeper for his family’s general dentistry practice. The Partners Wealth Management serves individuals, families, trusts, estates, businesses, and retirement plans, providing comprehensive investment management and financial planning through a multi-team structure. The firm employs customized portfolio strategies using a combination of internally developed and third-party models, typically implementing mutual funds, ETFs, individual equities, and fixed-income securities.

William Krause is a financial advisor at The Partners Wealth Management with 48 years of industry experience. He holds the ChFC® and Series 63 designations. His prior experience includes roles at Osaic Wealth, Inc., American Portfolios Financial Services, Inc., and Massmutual Life Insurance Company. Outside of his advisory work, he serves as a financial consultant in the insurance sector. The Partners Wealth Management serves individuals, families, trusts, estates, businesses, and retirement plans, providing comprehensive investment management, financial planning, consulting, and retirement-plan advisory services through a multi-team advisor structure. The firm employs customized portfolio strategies using a range of investment vehicles and typically has discretionary authority to implement client strategies.

Eva Malone is a financial advisor at ThePARTNERS Wealth Management with a Series 65 credential and recent entry into the advisory industry. She has experience in mortgage lending and financial services, having worked at CrossCountry Mortgage, HomeBridge Financial Services, and operates Malone Financial Services LLC. ThePARTNERS Wealth Management serves individuals, families, trusts, estates, businesses, and retirement plans with investment management, financial planning, and retirement-plan advisory services. The firm offers both customized portfolios and model-based management, combining internally developed models with third-party investment managers and requires its advisors to use the Amplify Platform for back-office, trading, and model access.

Craig Connolly is a financial advisor at The Partners Wealth Management in Mesa, AZ, with four years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at SCF Investment Advisors, RDX Flex, and Workiva. Outside of his advisory role, Connolly is involved in solar sales and serves as CFO for a family-owned small business. The Partners Wealth Management serves individuals, families, trusts, estates, businesses, and retirement plans by providing comprehensive investment management, financial planning, and retirement-plan advisory services. The firm employs a multi-team advisor structure and constructs portfolios using customized strategies, including internally developed and third-party models across various asset classes.

Matthew Brady is a financial advisor with The Partners Wealth Management in Ponte Vedra Beach, FL, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments and Wells Fargo Advisors. Outside of his advisory work, he serves as treasurer for the Las Palmas Homeowners Association and is a board member of the Palmetto Landing Condominium Association. The Partners Wealth Management serves individuals, families, trusts, estates, businesses, and retirement plans by providing comprehensive investment management, financial planning, consulting, and retirement-plan advisory services. The firm employs a multi-team advisor structure and constructs portfolios using customized strategies, internal and third-party models, and outside managers, typically implementing mutual funds, ETFs, individual equities, and fixed-income securities.

Lonnie Ogulnick is a financial advisor with The Partners Wealth Management in Miami, FL, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior roles include positions at Osaic Wealth, Securities America, Investacorp, and Ladenburg Thalmann. Outside of advising, he is the CEO of OG Money Motivation, where he focuses on motivational sales coaching, podcasting, and book sales. The Partners Wealth Management serves individuals, families, trusts, estates, businesses, and retirement plans, offering investment management and financial planning through a multi-team advisor structure. The firm employs customized portfolio strategies using a variety of models and securities, with discretionary authority typically granted by clients.

Kyle Brady is a financial advisor at ThePARTNERS Wealth Management in Ponte Vedra Beach, FL, holding Series 63 and Series 66 licenses with three years of industry experience. Prior to joining ThePARTNERS, he worked at Fidelity Investments and has held various roles associated with Florida State University and other organizations. ThePARTNERS Wealth Management serves individuals, families, trusts, estates, businesses, and retirement plans by providing investment management, financial planning, and retirement-plan advisory services. The firm uses a combination of customized portfolios and model-based management, leveraging both internal models and third-party providers.

Bruce Bryce is a financial advisor at The Partners Wealth Management with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at SCF Investment Advisors, INC. and Global View Capital Management, Ltd. Outside of advisory work, he founded Ash Creek Tax LLC, which provides tax preparation services and oversees CPA and tax preparer operations. The Partners Wealth Management serves individuals, families, trusts, estates, businesses, and retirement plans with comprehensive investment management, financial planning, and consulting services. The firm employs a multi-team advisor structure and utilizes a variety of customized portfolio strategies, including internally developed and third-party models.

Tyrell Smith is a financial advisor at The Partners Wealth Management with five years of industry experience. He holds a Series 66 designation and has previously worked at Ash Creek Advisors LLC, SCF Investment Advisors, and Fiat Chrysler Automobiles. In addition to his advisory role, he owns and manages Strategic Financial Planning Group, where he is active as an insurance agent focusing on fixed annuities and life and health insurance. The Partners Wealth Management serves individuals, families, trusts, estates, businesses, and retirement plans by providing comprehensive investment management, financial planning, consulting, and retirement-plan advisory services. The firm employs a multi-team advisor structure and uses customized portfolio strategies that include mutual funds, ETFs, individual equities, and fixed-income securities.

Yair Klyman is a financial advisor at ThePartners Wealth Management with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Zucker Associates and American Portfolios Financial. Klyman also operates Klyman Financial LLC and maintains an independent insurance agent business. ThePartners Wealth Management serves individuals, families, trusts, estates, businesses, and retirement plans by providing investment management, financial planning, and retirement-plan advisory services. The firm offers both customized portfolios and model-based management, combining internally developed and third-party models, and employs the Amplify Platform for trading and portfolio management.

Antonio Trivelloni is a financial advisor at The Partners Wealth Management with 15 years of industry experience. He holds a Series 65 designation and has worked previously with Trivelloni Asset Management LLC and Trivelloni Risk Management LLC. The Partners Wealth Management serves individuals, families, trusts, estates, businesses, and retirement plans, offering comprehensive investment management, financial planning, consulting, and retirement-plan advisory services through a multi-team advisor structure. The firm employs customized portfolio strategies using internal and third-party models and manages a broad client base across various advisory engagements.

Dale Walker is a financial advisor with The Partners Wealth Management in San Diego, holding Series 63 and Series 65 licenses and 11 years of industry experience. His career includes roles at Purshe Kaplan Sterling Investments and Financial Sense Securities, Inc. Outside of advising, he is a board member of the San Diego County Junior Golf Association and owns an insurance agency. The Partners Wealth Management serves a diverse client base including individuals, families, trusts, estates, businesses, and retirement plans, offering comprehensive investment management and financial planning services. The firm employs a multi-team advisor structure and utilizes customized portfolio strategies with discretionary authority granted by clients.

Rabin Kaydanian is a financial advisor with The Partners Wealth Management in Great Neck, NY, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His prior roles include a 13-year tenure at American Portfolios Financial Services, Inc. and positions with OSAIC and Osaic Advisory Services. The Partners Wealth Management serves individuals, families, trusts, estates, businesses, and retirement plans through a multi-team advisor structure, offering comprehensive investment management and financial planning. The firm employs customized portfolio strategies using internally developed and third-party models, with discretionary authority commonly granted by clients.

Eric Leibowitz is a financial advisor with ThePARTNERS Wealth Management in Freehold, NJ, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. Prior to joining ThePARTNERS in 2026, he worked at Belpointe Asset Management for seven years and spent five years at Cambridge Investment Research Advisors. He is also an independent insurance agent with Belpointe Insurance, LLC. ThePARTNERS Wealth Management serves individuals, families, trusts, estates, businesses, and retirement plans, offering investment management, financial planning, and retirement-plan advisory services. The firm provides both customized and model-based portfolio management, leveraging internal and third-party resources to serve discretionary accounts.

Christopher Lein is a financial advisor at The Partners Wealth Management with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Wells Fargo Advisors and Purshe Kaplan Sterling Investments. Outside of his advisory role, he operates a summer college baseball league through Coastal Collegiate Baseball League LLC. The Partners Wealth Management serves individuals, families, trusts, estates, businesses, and retirement plans by providing investment management, financial planning, consulting, and retirement-plan advisory services. The firm employs a multi-team advisor structure and uses customized portfolio strategies that include mutual funds, ETFs, individual equities, and fixed-income securities.

Lynn Bianco is a financial advisor at The Partners Wealth Management with 33 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including American Portfolios Financial Services and OSAIC. The Partners Wealth Management serves individuals, families, trusts, estates, businesses, and retirement plans, offering comprehensive investment management, financial planning, consulting, and retirement-plan advisory services through a multi-team advisor structure. The firm employs customized portfolio strategies using a combination of internally developed and third-party models, typically implementing mutual funds, ETFs, individual equities, and fixed-income securities.

Jill Trivelloni is a financial advisor at ThePARTNERS Wealth Management in Mount Clemens, MI, holding a Series 65 credential. She joined the firm in 2026 and has prior work experience primarily in veterinary-related roles, including positions at Veterinary United and several veterinary clinics from 2003 to 2026. ThePARTNERS Wealth Management serves individuals, families, trusts, estates, businesses, and retirement plans by providing investment management, financial planning, and retirement-plan advisory services. The firm offers both customized portfolios and model-based management, utilizing internal and third-party models as well as mandated use of the Amplify Platform for back-office, trading, and model access.

Gary Gordon is a financial advisor with ThePARTNERS Wealth Management in Carmel by the Sea, CA, holding Series 63 and Series 65 licenses with 28 years of industry experience. His prior experience includes 14 years at American Portfolios Financial Services, Inc. and a year at Hilton Capital Management before joining ThePARTNERS. ThePARTNERS Wealth Management provides investment management, financial planning, and retirement-plan advisory services to individuals, families, trusts, estates, businesses, and retirement plans. The firm offers both customized and model-based portfolio management, combining internally developed and third-party models, with ongoing oversight of outsourced managers.