Michael Perry is a financial advisor at &Partners with 30 years of industry experience. Prior to joining &Partners in 2025, he worked at Wells Fargo Clearing and Wells Fargo Advisors. &Partners serves a diverse client base, including high-net-worth individuals, retirement plans, charitable organizations, and private businesses, providing investment management, financial and tax planning, and ERISA consulting through both discretionary and non-discretionary approaches.

Jackson Morrow is a CFP® and holds a Series 66 license. He is currently affiliated with &PARTNERS and has one year of industry experience. Prior to joining &PARTNERS, he worked at US Tech Solutions and held roles in education and golf course management. &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 using a combination of proprietary and third-party strategies, with options for discretionary and non-discretionary account management.

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.

James Pyles is a CFP® with 22 years of industry experience, currently serving as a financial advisor at &PARTNERS since 2026. He previously spent 17 years at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory role, he holds a 50% ownership interest in PEN & PLOW LLC. &PARTNERS serves a diverse client base including individuals, retirement plans, and institutions, offering investment management, financial and tax planning, and municipal advisory services. The firm employs a variety of analytical approaches and offers both discretionary and non-discretionary management through its in-house advisors and third-party managers.