Demos Argyros is a financial advisor at &PARTNERS with Series 63 and Series 65 credentials and 41 years of industry experience. He previously worked at Oppenheimer Asset Management Inc. and Fahnestock & Co. Inc. for 22 years. &PARTNERS serves a broad mix of individual and institutional clients, including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers investment management, financial and tax planning, ERISA 3(21) consulting, and brokerage services, utilizing a combination of fundamental, technical, and quantitative analysis along with proprietary and third-party strategies.

Lucas Glass is a financial advisor at &Partners with 21 years of industry experience. He holds the Series 66 designation and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. He has been with &Partners since 2023. &Partners serves a diverse clientele including high-net-worth individuals, retirement plans, and institutional clients. The firm offers investment management, financial and tax planning, ERISA consulting, and brokerage services, employing a range of fundamental, technical, and quantitative strategies with oversight through platform-based and third-party manager options.

Shannon Lewis is a financial advisor at &PARTNERS with 33 years of industry experience. Prior to joining &PARTNERS in 2025, Lewis worked at Wells Fargo Advisors and Wells Fargo Clearing from 2009 to 2025. Outside of finance, Lewis participates in craft festivals selling handmade crafts. &PARTNERS serves a broad mix of individual and institutional clients, offering investment management, financial and tax planning, and retirement-plan services. The firm utilizes a variety of analytical methods and investment strategies, managing accounts both directly and through third-party managers.

Grant Koentz 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. &PARTNERS serves a diverse client base, including high-net-worth individuals, institutions, and retirement plans. The firm offers investment management and financial planning services using a combination of proprietary and third-party strategies and provides both discretionary and non-discretionary portfolio management.

Katherine Wright is a financial advisor at &Partners with 15 years of industry experience. She holds a Series 66 designation and previously worked at UBS Financial Services for 10 years before joining &Partners in 2024. &Partners serves a broad range of individual and institutional clients, 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 fundamental, technical, and quantitative analysis across discretionary and non-discretionary accounts.

Michael Stalnecker is a financial advisor with \&PARTNERS in Clayton, MO, holding a Series 66 designation and 13 years of industry experience. Prior to joining \&PARTNERS in 2025, he worked at Oppenheimer from 2012 to 2025. He serves as a trustee for New City School, a nonprofit elementary school. \&PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, foundations, and corporations. The firm offers investment management, financial and tax planning, and consulting services, employing a range of strategies and third-party managers through its dual registration as a registered investment adviser and broker-dealer.

Seth Heisler is a financial advisor at &PARTNERS with 21 years of industry experience. He holds a Series 63 designation and has worked previously 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, financial and tax planning, and retirement-plan consulting, using a combination of proprietary and third-party strategies on both discretionary and non-discretionary bases.

Michael Martin is a financial advisor at &Partners with 23 years of industry experience. He holds Series 63 and Series 65 designations and previously worked for UBS Financial Services Inc. for 10 years before joining &Partners. &Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and private businesses. The firm offers investment management, financial and tax planning, and ERISA consulting services through both discretionary and non-discretionary accounts, utilizing a range of analytical methods and proprietary as well as third-party strategies.

Abigail Allen is a financial advisor at &Partners with 20 years of industry experience. She holds the Series 63 and Series 66 licenses and previously worked at Wells Fargo Advisors for nine years. &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 retirement-plan consulting, utilizing a mix of fundamental, technical, and quantitative strategies across discretionary and non-discretionary accounts.

John Crowley is a financial advisor at &PARTNERS with seven years of industry experience. He holds a Series 66 designation and has worked at Wiley Bros. - Aintree Capital, Ampersand Partners, Wells Fargo Clearing Services, and Eaton Vance Management. &PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and private businesses. The firm offers investment management and financial planning services using both discretionary and non-discretionary strategies, combining fundamental, technical, and quantitative analysis across proprietary and third-party models.

Rhett Shockey is a Series 66-licensed financial advisor at &Partners with 20 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC, accumulating 13 years of service before joining &Partners. Outside of finance, Shockey officiates college and high school football games as a referee. &Partners serves a diverse client base including high-net-worth individuals, retirement plans, and institutions, offering investment management, financial and tax planning, and retirement plan consulting. The firm employs a combination of fundamental, technical, and quantitative analysis across proprietary and third-party strategies, with services available on both discretionary and non-discretionary bases.

Lauren Kane is a financial advisor with &PARTNERS in Clayton, MO, holding a Series 66 designation and nine years of industry experience. She previously worked at Wells Fargo Advisors and Wells Fargo Clearing from 2016 to 2026. &PARTNERS serves individual and institutional clients including high-net-worth individuals, retirement plans, charitable organizations, and private businesses. The firm offers investment management and financial planning services using a combination of proprietary and third-party strategies, with accounts managed on both discretionary and non-discretionary bases.

Dawn Boyer is a financial advisor at &PARTNERS with over 31 years of industry experience. She holds a Series 63 designation and previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Outside of her advisory role, she is an owner and shareholder of a privately held family railroad construction company. &PARTNERS serves a diverse client base including high-net-worth individuals, institutions, and retirement plans, offering investment management, financial and tax planning, and brokerage services. The firm employs a variety of investment strategies and platforms, combining fundamental, technical, and quantitative analysis.

Jacob Sullivan is a CFP® with 17 years of experience in the financial industry, currently serving as an advisor at &PARTNERS since 2026. His prior experience includes roles at Wells Fargo Advisors and Wells Fargo Clearing dating back to 2011. Outside of his advisory work, he co-founded the Jeff Sullivan Memorial Foundation, helping to organize annual fundraisers and select scholarship recipients, and serves on the finance committee of Citizens Against Domestic Violence. &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 consulting services, utilizing a combination of proprietary and third-party strategies with ongoing monitoring and periodic reviews.

Bradley Bauer is a financial advisor at &PARTNERS with a Series 66 designation and two years of industry experience. He previously worked at LPL Financial, LLC and Saint Louis Retirement Advisors. &PARTNERS serves a diverse client base including individuals, institutions, retirement plans, and charitable organizations. The firm offers investment management and financial planning services through both discretionary and non-discretionary approaches, using various analytical methods and third-party strategies.

Hannah Buchman is a financial advisor at &PARTNERS with a Series 66 designation and five years of industry experience. She previously worked at Edward Jones and has held various roles including positions at Miami University and Legal Services of Eastern Missouri. &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, financial and tax planning, ERISA 3(21) consulting, and brokerage services, utilizing a range of investment strategies and third-party managers alongside direct portfolio management by its advisors.

Ashley Black is a financial advisor at &PARTNERS with eight years of industry experience. She holds a Series 66 designation and has previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Outside of finance, she owns and operates a photography business. &PARTNERS serves a diverse range of individual and institutional clients, providing investment management, financial and tax planning, and other advisory services through both discretionary and non-discretionary approaches. The firm employs a combination of fundamental, technical, and quantitative analysis, and offers municipal advisory services alongside traditional investment management.

Clyde Pilkington is a financial advisor with \u0026PARTNERS, holding Series 63 and Series 65 credentials and bringing 46 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC for a combined 16 years. Pilkington is also a member of the Our Gang Investment Syndicate, an investment club based in Chesterfield, MO. \u0026PARTNERS serves a diverse client base, including high-net-worth individuals, institutions, and charitable organizations. The firm offers a range of investment management and financial planning services, utilizing both proprietary and third-party strategies across discretionary and non-discretionary accounts.

Warren Terry is a Series 66-licensed financial advisor with 25 years of industry experience. He has worked at \u0026PARTNERS since 2023 and previously spent seven years each at Wells Fargo Clearing and Wells Fargo Advisors LLC. \u0026PARTNERS serves a wide range of individual and institutional clients, offering investment management, financial and tax planning, and retirement-plan services. The firm employs a combination of fundamental, technical, and quantitative analysis, utilizing both proprietary and third-party strategies, and operates under dual registration as a registered investment adviser and broker-dealer.

Jason Hartman is a financial advisor at &Partners with seven years of industry experience. He holds the Series 66 designation and has worked at Edward Jones and Ampersand Partners prior to joining &Partners. &Partners serves individual and institutional clients, including high-net-worth individuals, retirement plans, and charitable organizations. The firm offers investment management and financial planning services, employing a mix of fundamental, technical, and quantitative analysis along with both proprietary and third-party strategies.

Courtney Kalist is a financial advisor at &Partners with eight years of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo Clearing Services LLC for seven years. &Partners serves a diverse range of individual and institutional clients, offering investment management, financial and tax planning, and retirement-plan services through both discretionary and non-discretionary approaches. The firm utilizes a combination of fundamental, technical, and quantitative analysis with a variety of proprietary and third-party strategies.

David Simons is a CFP® with 32 years of industry experience, currently serving as a financial advisor at &Partners. Prior to joining &Partners in 2024, he spent 11 years at UBS Financial Services. Outside of his advisory role, he is a radio host on KMOX. &Partners serves a wide range of individual and institutional clients, offering investment management, financial and tax planning, and consulting services through a combination of fundamental, technical, and quantitative strategies.

Shaune Colwell is a financial advisor at &PARTNERS with 22 years of industry experience. He has held advisory roles at Wells Fargo Clearing and Wells Fargo Advisors LLC prior to joining &PARTNERS. Colwell holds a Series 63 designation. &PARTNERS serves a diverse clientele including high-net-worth individuals, institutions, retirement plans, and charitable organizations. The firm offers investment management, financial and tax planning, and retirement-plan consulting, utilizing a mix of fundamental, technical, and quantitative analysis across both proprietary and third-party strategies.

James Rohrbaugh is a financial advisor at &Partners with 17 years of industry experience. He holds the Series 66 designation and has worked at &Partners since 2024. Prior to this, he spent eight years at Wells Fargo Clearing and four years at 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, financial and tax planning, and retirement plan services using a combination of proprietary and third-party strategies.

Chase Ziebol is a financial advisor at &Partners with five years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Clearing Services from 2015 to 2023. Outside of advising, he manages a rental property. &Partners serves a diverse client base, including high-net-worth individuals and institutional clients, offering investment management, financial and tax planning, and retirement plan services. The firm employs a variety of analysis methods and both proprietary and third-party strategies, providing tailored portfolio management through its dual registration as a registered investment adviser and broker-dealer.

Elizabeth Quillin is a financial advisor at &Partners with 24 years of industry experience. She holds Series 63 and Series 65 licenses and has held previous positions at Wells Fargo Advisors and its affiliated entities. Quillin has worked at &Partners since 2023. &Partners serves a broad mix of individual and institutional clients, including high-net-worth individuals, retirement plans, and charitable organizations. The firm offers investment management, financial and tax planning, ERISA 3(21) consulting, retirement-plan participant discretionary management, and brokerage services through its dual registration as a registered investment adviser and broker-dealer.

Courtney Rorie is a financial advisor with &Partners, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. Prior to joining &Partners in 2024, Courtney worked at UBS Financial Services, Inc. from 2014 to 2024. &Partners serves a diverse range of clients, including high-net-worth individuals, institutions, retirement plans, and charitable organizations. The firm offers investment management, financial and tax planning, and ERISA 3(21) consulting, utilizing a combination of fundamental, technical, and quantitative analysis through both proprietary and third-party strategies.

Victoria Renner is a financial advisor at &PARTNERS with 13 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Wells Fargo Clearing, Charles Schwab, TD Ameritrade Clearing, and Scottrade. &PARTNERS serves a diverse client base including individuals, retirement plans, charitable organizations, foundations, universities, trusts, private businesses, and corporations. The firm offers investment management, financial and tax planning, and ERISA 3(21) consulting, employing a combination of fundamental, technical, and quantitative analysis, and utilizes both proprietary and third-party strategies.

Malory Caltagirone is a financial advisor with \u0026PARTNERS, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. Before joining \u0026PARTNERS in 2025, she worked at Wells Fargo Clearing and WELLS FARGO Advisors, LLC for a combined 13 years. She also has a long-standing role at Studio Visage since 2006. \u0026PARTNERS serves a diverse client base, including high-net-worth individuals, retirement plans, and institutional entities. The firm offers investment management and financial planning services using a combination of proprietary and third-party strategies, supported by comprehensive due diligence and ongoing account monitoring.

Jose Bravo is a financial advisor at &PARTNERS with 15 years of industry experience. He has previously worked at Wells Fargo Advisors and Wells Fargo Clearing for a total of 13 years. &PARTNERS serves a broad mix of individual and institutional clients, including high-net-worth individuals, retirement plans, charitable organizations, foundations, universities, trusts, private businesses, and corporations. The firm provides investment management and various financial services through both discretionary and non-discretionary approaches, utilizing a combination of fundamental, technical, and quantitative analysis.

Fredrik Axsater is a financial advisor with 24 years of industry experience, currently with &Partners. He holds Series 63 and Series 66 designations and has previously worked at Ampersand Partners, Bank of Montreal Asset Management, Wells Fargo Asset Management, and State Street entities. He is the principal owner of PIM GLOBAL LTD., a company established to support his work with &Partners while based in the UK. &Partners serves a diverse client base including individuals, institutions, retirement plans, and nonprofits. The firm offers investment management, financial and tax planning, and ERISA consulting through discretionary and non-discretionary accounts, utilizing a range of analytical strategies and third-party managers.

Jesse Dale is a CFP® professional with 10 years of experience in the financial industry. He has worked at &Partners since 2026 and previously held roles at Wells Fargo Advisors and Wells Fargo Clearing from 2016 to 2026. Outside of his advisory work, he has ownership interests in agricultural businesses including Westfarthing LLC and Dale Hollow Fruit Farms LLC. &Partners serves a diverse client base ranging from individuals to institutions, offering investment management, financial and tax planning, and retirement-plan consulting. The firm employs a combination of fundamental, technical, and quantitative approaches, utilizing both proprietary and third-party strategies, and operates under dual registration as a registered investment adviser and a broker-dealer.

Patrick Unnerstall is a CFP® with 27 years of industry experience. He currently works at &Partners and previously spent 25 years at Edward D. Jones & Co., L.P. He serves as 1st Vice President on the board of the Washingtons Lion Club, a community service organization. &Partners serves a broad mix of individual and institutional clients, offering investment management, financial and tax planning, and retirement-plan consulting. The firm employs a range of fundamental, technical, and quantitative strategies, managing accounts through both in-house advisors and third-party managers.

Perry Stubbs II is a financial advisor with \u0026PARTNERS in Clayton, MO, holding a Series 66 designation and 13 years of industry experience. He previously worked with Wells Fargo Advisors, LLC and Wells Fargo Clearing from 2012 to 2024. \u0026PARTNERS serves a diverse client base including individuals, institutions, and private businesses, offering investment management, financial and tax planning, and retirement plan consulting. The firm utilizes a combination of fundamental, technical, and quantitative analyses and provides services through both discretionary and non-discretionary management approaches.

Christopher Ross is a financial advisor at &Partners with 32 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Wells Fargo Advisors and Wells Fargo Clearing for a combined 11 years. &Partners serves a diverse range of individual and institutional clients, offering investment management and financial planning services through both discretionary and non-discretionary accounts. The firm combines fundamental, technical, and quantitative analysis with model portfolios and third-party strategies to manage client assets.

David Kaslow is a CFA® charterholder with 27 years of industry experience. He has been with &Partners since 2025 and previously worked at Oppenheimer for 21 years. Kaslow serves on the investment committee of the John Burroughs School, overseeing the school endowment. &Partners serves a wide range of individual and institutional clients, including high-net-worth individuals, retirement plans, charitable organizations, foundations, universities, trusts, private businesses, and corporations. The firm offers investment management, financial and tax planning, ERISA 3(21) consulting, and brokerage services, employing a mix of fundamental, technical, and quantitative analysis across proprietary and third-party strategies.

Patrick Rowland is a CFP® professional affiliated with &PARTNERS, with 21 years of industry experience. He previously worked at Wells Fargo Advisors and Wells Fargo Clearing for a combined 17 years. Outside of his advisory role, he is involved in managing agricultural operations, including broiler and cattle farming, and co-owns a honey and bourbon distilling business. &PARTNERS serves a diverse range of individual and institutional clients, providing investment management, financial and tax planning, and retirement-plan consulting. The firm offers both discretionary and non-discretionary investment services using a combination of proprietary and third-party strategies, supported by ongoing monitoring and periodic account reviews.

Jarid King is a CFP® professional with 18 years of industry experience. He is currently with &PARTNERS and has previously worked at Wells Fargo Clearing Services, Northwestern Mutual Investment Management, and TD Ameritrade. &PARTNERS serves a diverse range of individual and institutional clients, providing investment management, financial and tax planning, ERISA consulting, and brokerage services through a combination of proprietary and third-party strategies. The firm operates as both a registered investment adviser and broker-dealer, offering discretionary and non-discretionary portfolio management.