Jared Miller is a financial advisor at &PARTNERS with eight years of industry experience. He holds a Series 66 designation and has worked previously at Wells Fargo Clearing and Edward Jones. &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 combination of fundamental, technical, and quantitative analysis and provides services through both in-house advisors and third-party managers.

Katherine Boylston is a financial advisor at &Partners with 12 years of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo Clearing for eight years before joining &Partners. &Partners serves a diverse 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 retirement plan consulting, utilizing a combination of fundamental, technical, and quantitative analysis through both proprietary and third-party strategies.

Angela Thames is a CFP® with 28 years of industry experience, currently serving as a financial advisor at &Partners since 2024. Prior to joining &Partners, she worked at Wells Fargo Clearing for eight years. &Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and private businesses, providing a range of investment management, financial and tax planning, and advisory services. The firm utilizes a combination of fundamental, technical, and quantitative analysis across discretionary and non-discretionary accounts managed through the Envestnet platform.

Michael Peck is a financial advisor at &Partners with 24 years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. &Partners serves a diverse client base including individuals, institutions, and retirement plans, offering a range of investment management and advisory services through both discretionary and non-discretionary approaches using proprietary and third-party strategies.