David Felder is a CFP® and Series 66 credentialed advisor with 24 years of industry experience. He joined &PARTNERS in 2024 after 16 years at Edward Jones. Outside his advisory work, he is a managing member of Midway 124 LLC, a company owning office property in Sumter, SC. &PARTNERS serves a diverse client base including individuals and institutions such as retirement plans and sovereign wealth funds. The firm combines investment advisory and brokerage services, utilizing both proprietary and third-party portfolio solutions with a range of analytical approaches.

Clinton Bowen IV is a CFP®-certified financial advisor with 11 years of industry experience. He joined &PARTNERS in 2024 after spending ten years at Edward Jones. Outside of his advisory work, he is a fiddle player in a bluegrass band and also hosts an Airbnb property. &PARTNERS serves a diverse client base that includes individual investors, institutional clients, and sovereign wealth funds. The firm offers a range of services such as investment advisory, brokerage, financial planning, and retirement plan consulting, utilizing proprietary and third-party strategies across discretionary and non-discretionary portfolios.

William Davis is a financial advisor at &PARTNERS in Columbia, SC, holding the Series 66 designation with less than one year of industry experience. His prior work includes roles at Boger & Peters LLC and Ashton Woods Homes, as well as ownership of a restaurant business, Melvins BBQ Inc. &PARTNERS serves a wide range of clients, including individuals, retirement plans, charitable organizations, foundations, universities, and sovereign wealth funds. The firm combines investment advisory and brokerage services, utilizing proprietary and third-party portfolio management strategies and engaging in both commissionable and principal transactions.

Glenn Quattlebaum is a financial advisor at &PARTNERS with 14 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for 15 years. He has been with &PARTNERS since 2026. &PARTNERS serves a diverse client base including individuals, retirement plans, charitable organizations, foundations, universities, and sovereign wealth funds. The firm offers both investment advisory and brokerage services, utilizing a mix of proprietary and third-party investment models delivered through the Envestnet platform and NFS clearing arrangements.