Brian Kelly is a CFP®-designated financial advisor with 34 years of industry experience. He has worked at several firms, including Wells Fargo Advisors and LPL Financial, before joining &Partners in 2024. &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 a combination of proprietary and third-party strategies, utilizing both discretionary and non-discretionary approaches.

Christina Crites is a financial advisor at &Partners with eight years of industry experience. She holds a Series 66 designation and has worked at Wells Fargo Clearing and LPL Financial prior to joining &Partners. Outside of her advisory role, she provides personal care support to a family member. &Partners serves a diverse client base, including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers investment management and a range of financial and tax planning services utilizing both proprietary and third-party strategies.