Richard Morgenstern is a CFP®-certified financial advisor with 45 years of industry experience. He currently works at &PARTNERS and has prior experience at Wells Fargo Clearing and Wells Fargo Advisors LLC. &PARTNERS serves a diverse client base including individuals, retirement plans, charitable organizations, foundations, universities, and sovereign wealth funds. The firm offers investment advisory and brokerage services alongside financial planning, ERISA 3(21) consulting, retirement plan participant management, and investment banking, using a combination of proprietary and third-party investment models.

Tyler Gunderson is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at &PARTNERS since 2025. Prior to this, he spent nine years at Wells Fargo Clearing and one year at Wells Fargo Advisors, LLC. &PARTNERS serves a diverse client base that includes individual and institutional investors such as retirement plans, charitable organizations, foundations, universities, and sovereign wealth funds. The firm offers a range of services including investment advisory, brokerage, financial planning, ERISA consulting, and investment banking, utilizing both proprietary models and third-party solutions across discretionary and non-discretionary portfolio management.

Vincent Gerardi is a CFP® professional with 32 years of industry experience. He is currently with &Partners, having joined in 2025 after nine years with Wells Fargo Clearing and seven years with Wells Fargo Advisors LLC. &Partners serves a diverse client base including individuals, institutions, retirement plans, charitable organizations, foundations, and sovereign wealth funds. The firm offers both investment advisory and brokerage services, delivering portfolio management through proprietary and third-party strategies while employing fundamental, technical, and quantitative analysis.

David Willis is a financial advisor at &Partners with 13 years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining &Partners, Willis worked at Wells Fargo Clearing and held multiple roles at J.P. Morgan Securities and JPMorgan Chase Bank from 2012 to 2025. &Partners serves individual and institutional clients, including high-net-worth individuals, retirement plans, charitable organizations, and sovereign wealth funds. The firm offers investment advisory and brokerage services, financial planning, retirement plan consulting, and investment banking, utilizing a blend of proprietary models and third-party managers through platforms such as Envestnet.