Richard Morgenstern is a CFP® professional affiliated with &PARTNERS, based in Boca Raton, FL, and has 45 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Prudential Equity Group, LLC. &PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations, offering investment management, financial and tax planning, ERISA 3(21) consulting, and brokerage services. The firm employs a combination of fundamental, technical, and quantitative analysis through both proprietary and third-party strategies.

Tyler Gunderson is a CFP® certificant with 11 years of experience in financial services. He joined \u0026PARTNERS in 2025 after nine years at Wells Fargo Clearing and has prior experience with RBC Capital Markets and Ameriprise. \u0026PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers investment management and financial planning through discretionary and non-discretionary approaches, utilizing a range of analytical methods and both proprietary and third-party strategies.

Vincent Gerardi is a CFP® professional with 33 years of industry experience, currently serving as a financial advisor at &PARTNERS since 2025. His prior experience includes roles at Wells Fargo Clearing, BNY Mellon Securities Corporation, and Morgan Stanley Dw Inc. Based in Boca Raton, FL, he holds Series 63 and Series 65 licenses. &PARTNERS serves a diverse client base including high-net-worth individuals, institutions, and charitable organizations, offering investment management, financial and tax planning, and ERISA 3(21) consulting. The firm employs a mix of fundamental, technical, and quantitative analysis across discretionary and non-discretionary accounts, utilizing both proprietary and third-party strategies.

David Willis is a financial advisor at &PARTNERS with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Wells Fargo Clearing and J.P. Morgan Securities. &PARTNERS serves a diverse client base including individuals, institutions, retirement plans, and charitable organizations, providing investment management, financial and tax planning, and brokerage services. The firm employs a range of analytical methods and third-party strategies, offering both discretionary and non-discretionary management through its platforms.