Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Dean B
Series 63, Series 65
Aiken, SC
&PARTNERS
Dean Blissit is a financial advisor at &PARTNERS with 41 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining &PARTNERS in 2025, he worked at Wells Fargo Advisors and related entities from 2009 to 2025. Outside of advisory work, he is a board member and member of the Membership Committee at The Green Boundary Club, a social dining and hospitality club. &PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, and institutional clients. The firm offers investment management, financial and tax planning, and retirement plan consulting, utilizing a combination of fundamental, technical, and quantitative strategies alongside model portfolios and both proprietary and third-party approaches.
William P
CFP®, Series 63, Series 66
Aiken, SC
&PARTNERS
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.
Kathryn H
CFP®, Series 66
Aiken, SC
&PARTNERS
Kathryn Hartnett is a CFP® and Series 66 credentialed advisor with 15 years of industry experience. She is currently with &PARTNERS, having joined in 2025, and previously worked at Wells Fargo Advisors and Morgan Stanley in various capacities. Hartnett serves on the board of trustees for Mead Hall Episcopal School, where she reviews budgets and financial statements. &PARTNERS serves a broad range of individual and institutional clients, including high-net-worth individuals and charitable organizations. The firm provides investment management, financial and tax planning, and retirement plan consulting, utilizing a combination of fundamental, technical, and quantitative analysis across proprietary and third-party strategies.
Tammy J
Series 63, Series 66
Aiken, SC
&PARTNERS
Tammy Jones is a financial advisor at &PARTNERS with 25 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Wells Fargo Advisors, Wells Fargo Clearing, and A. G. Edwards & Sons, Inc. In addition to her advisory work, she serves as a notary public for the state of South Carolina and acts as a personal representative and power of attorney for family members. &PARTNERS serves a diverse client base including individuals, institutions, and corporations, providing investment management, financial and tax planning, and retirement services. The firm utilizes a blend of fundamental, technical, and quantitative analysis with both proprietary and third-party strategies, and offers advisory and brokerage services under its dual registration as a registered investment adviser and broker-dealer.
Jennifer F
Series 66
Aiken, SC
&PARTNERS
Jennifer Feraldi is a financial advisor at &PARTNERS with 16 years of industry experience. She previously worked at Wells Fargo Advisors and its related entities for 13 years. Outside of her advisory role, she serves as a notary public in South Carolina. &PARTNERS serves a diverse client base that includes high-net-worth individuals, institutional clients, and retirement plans. The firm offers investment management and financial planning services through a combination of proprietary and third-party strategies, using both discretionary and non-discretionary approaches.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)
Finding advisors...
Find a financial advisor
Based on your filters