Kristopher Tedeschi is a financial advisor at &Partners with 18 years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Tedeschi serves as a trustee for a business partner outside of his advisory role. &Partners serves a broad mix of individual and institutional clients, providing investment management, financial and tax planning, ERISA 3(21) consulting, retirement-plan participant discretionary management, and brokerage services. The firm employs a variety of investment strategies and utilizes both proprietary and third-party managers within its dual registration as a registered investment adviser and broker-dealer.

Paul Roy IV is a CFP®, CFA®, and holds a Series 66 license with 20 years of industry experience. He is currently with &Partners and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. &Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers investment management and financial planning services, utilizing a combination of fundamental, technical, and quantitative analysis with both proprietary and third-party strategies.

Christy Turner is a CFA® charterholder with 22 years of industry experience. She is currently with &PARTNERS in Boston, where she has worked since 2025. Prior to joining &PARTNERS, she spent nine years at Wells Fargo Clearing and six years with Wells Fargo Advisors LLC. &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, combining fundamental, technical, and quantitative analysis through both proprietary and third-party strategies.