Michael Donohue is a financial advisor with &PARTNERS in Boca Raton, FL, holding Series 63 and Series 65 licenses and having 35 years of industry experience. His prior experience includes roles at Wells Fargo Advisors, Bank of America, Merrill, Wells Fargo Clearing, and Prudential Equity Group. Donohue also owns and operates Donohue Group, LLC. &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, utilizing a combination of fundamental, technical, and quantitative analysis across discretionary and non-discretionary portfolios.

Joel Kaplan is a financial advisor at &Partners with 35 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing and Prudential Equity Group, LLC. Kaplan is based in Boca Raton, FL. &Partners serves a diverse client base including high-net-worth individuals, institutions, retirement plans, and charitable organizations. The firm offers investment management and financial planning services utilizing a combination of proprietary and third-party strategies, with additional capabilities in municipal advisory and brokerage services.

Jeffrey Libman is a financial advisor at &Partners with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing, J.P. Morgan Securities, and RBC Capital Markets. He serves as co-trustee for several family trusts. &Partners serves a diverse client base, including high-net-worth individuals, retirement plans, and institutions, offering investment management, financial and tax planning, and ERISA 3(21) consulting. The firm employs both discretionary and non-discretionary investment approaches using a combination of fundamental, technical, and quantitative analysis.

Barbara Blacklock is a financial advisor at &PARTNERS with 45 years of industry experience. She holds a Series 63 designation and has previously worked at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Since 2010, she has served on the External Advisory Board for the Southern Illinois University College of Finance, providing strategic and curricular guidance. &PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and institutions. The firm offers investment management, financial and tax planning, and retirement-plan consulting, utilizing a combination of proprietary and third-party strategies supported by fundamental, technical, and quantitative analysis.