Jameson Howley is a financial advisor at &Partners in Albany, NY, holding a Series 66 designation. He began his career in 2023 and has worked at several firms including Morgan Stanley and Equitable Advisors, LLC. His prior experience includes roles outside of financial services, such as with Lacrosse Unlimited and Bar 141. &Partners serves a diverse client base including high-net-worth individuals, institutions, and charitable organizations. The firm offers investment management and advisory services using a range of strategies and platforms, and it operates as both a registered investment adviser and broker-dealer.

Brandie Mulligan is a CFP® with 19 years of industry experience. She is currently with &PARTNERS, where she has worked since 2026. Her prior experience includes roles at Wells Fargo Clearing Services LLC, Bank of America, N.A., and Merrill. &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 ERISA consulting, utilizing a mix of fundamental, technical, and quantitative analysis along with third-party strategies.

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.

Susan Mallery is a financial advisor at &PARTNERS with 27 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Wells Fargo Clearing and Wells Fargo Advisors LLC. &PARTNERS serves a diverse range of individual and institutional clients, offering investment management, financial and tax planning, and retirement-plan consulting services. The firm utilizes both discretionary and non-discretionary management approaches, combining proprietary and third-party strategies with ongoing monitoring and regular reviews.

Christopher Cassidy is a financial advisor at &PARTNERS with 30 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. He serves on the finance committees of St. Stephen's Episcopal Church and the Episcopal Diocese of Albany. &PARTNERS serves both individual and institutional clients, providing investment management, financial and tax planning, and retirement-plan consulting through a combination of proprietary and third-party strategies.

Joanne Windas is a financial advisor at &PARTNERS with 28 years of industry experience. She holds Series 63 and Series 66 designations. Prior to joining &PARTNERS in 2026, she worked at Wells Fargo Clearing and Wells Fargo Advisors LLC for a combined 16 years. Outside of her advisory role, she serves as co-executor for her parents’ estates. &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 services. The firm employs a combination of fundamental, technical, and quantitative analysis with both proprietary and third-party strategies, and operates under dual registration as a registered investment adviser and broker-dealer.

Gerard Mehan is a financial advisor at &PARTNERS with 33 years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining &PARTNERS, he worked at Wells Fargo Clearing Services LLC for seven years, Bank of America, N.A. for eight years, and Merrill for ten years. &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 municipal advisory services using a combination of proprietary and third-party strategies, with both discretionary and non-discretionary account management.

Courtney Fagan is a financial advisor at &PARTNERS in Albany, NY, holding a Series 66 designation with four years of industry experience. Prior to joining &PARTNERS, Fagan worked at Wells Fargo Clearing Services, Fidelity Investments, and Bassett Healthcare, among other roles. &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 retirement-plan consulting through both discretionary and non-discretionary strategies, utilizing a combination of proprietary and third-party approaches.