Daniel Gopp is a financial advisor at &PARTNERS with 14 years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones for 13 years before joining &PARTNERS in 2025. &PARTNERS serves a diverse range of clients, including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers investment management and financial planning services through a combination of proprietary and third-party strategies, utilizing both discretionary and non-discretionary approaches and supported by platforms such as Envestnet and NFS brokerage infrastructure.

Billy Estes III is a financial advisor at &Partners with 22 years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones for 12 years before joining &Partners in 2024. &Partners serves a diverse range of individual and institutional clients, including high-net-worth individuals and charitable organizations. The firm offers investment management and financial planning services using a combination of proprietary and third-party strategies, with investment decisions supported by fundamental, technical, and quantitative analysis.

Joshua Estes is a financial advisor at &Partners with eight years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones and Tradebe Environmental Services. &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 retirement plan consulting through both discretionary and non-discretionary approaches, utilizing a combination of fundamental, technical, and quantitative analysis.