Jonathan Chasen is a CFP® and ChFC® with 26 years of experience in the financial services industry. He is currently with &PARTNERS, where he has worked since 2026, and previously held roles at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Banc of America Investment Services. He serves as a board member of the Charlottesville Economic Development Authority. &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 3(21) consulting, utilizing a combination of proprietary and third-party strategies with ongoing portfolio monitoring.

Michelle Bishop is a Series 66 licensed financial advisor with 17 years of industry experience. She has been with &PARTNERS since 2026 and previously worked at Wells Fargo Clearing and WELLS FARGO Advisors, LLC from 2013 to 2026. &PARTNERS serves a diverse range of clients, including high-net-worth individuals, retirement plans, charitable organizations, and private businesses. The firm offers investment management, financial and tax planning, and retirement-plan consulting, utilizing a combination of proprietary and third-party strategies with ongoing account monitoring.

Heather Nadeau is a financial advisor at &PARTNERS with a Series 66 credential and two years of industry experience. She previously worked for Wells Fargo Clearing for 15 years before joining &PARTNERS. &PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, foundations, universities, trusts, private businesses, and corporations. The firm offers investment management and financial planning services through both discretionary and non-discretionary approaches, utilizing a range of analytical methods and third-party strategies.

Noah Elias is a financial advisor at &Partners with 11 years of industry experience. He previously worked at Wells Fargo Clearing, Wells Fargo Advisors, LLC, and Wells Fargo Bank NA. &Partners serves a diverse range of clients, including high-net-worth individuals, retirement plans, and institutional organizations. The firm offers investment management, financial and tax planning, and consulting services, utilizing a combination of fundamental, technical, and quantitative analysis across proprietary and third-party strategies.

Patrick Carroll is a financial advisor at &PARTNERS with 15 years of industry experience. He holds the CFP®, CFA®, and Series 66 designations. Prior to joining &PARTNERS, he worked for Wells Fargo Clearing and WELLS FARGO Advisors, LLC for a combined 11 years. &PARTNERS serves a diverse range of individual and institutional clients, offering investment management, financial and tax planning, and retirement-plan consulting. The firm employs a variety of analytical methods and manages accounts through both in-house advisors and third-party managers.

Crystal Martin is a financial advisor at &PARTNERS with 23 years of industry experience. She holds Series 63 and Series 65 designations. Her prior work includes positions at Wells Fargo Clearing, Wells Fargo Advisors LLC, Wachovia Bank, N.A., and Morgan Stanley DW Inc. &PARTNERS serves a diverse client base, including high-net-worth individuals, institutions, retirement plans, and charitable organizations. The firm offers investment management, financial and tax planning, and municipal advisory services, utilizing a combination of fundamental, technical, and quantitative analysis alongside proprietary and third-party strategies.

John Smith is a financial advisor at &PARTNERS with Series 63 and 66 credentials and 27 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC, spanning 17 years before joining &PARTNERS. &PARTNERS serves a diverse client base including individuals, institutions, charities, and private businesses, offering investment management, financial and tax planning, retirement-plan consulting, and brokerage services. The firm employs a combination of fundamental, technical, and quantitative analyses, utilizing both proprietary and third-party strategies with ongoing monitoring and account reviews.