Scott Sargent is a CFP® with 32 years of experience in the financial industry. He has worked at &PARTNERS since 2026 and previously spent 16 years with Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory role, he manages his mother’s investment accounts under a power of attorney. &PARTNERS serves a diverse client base that includes high-net-worth individuals, institutions, and private businesses. The firm offers a range of investment management and financial planning services using a combination of fundamental, technical, and quantitative analysis, and supports both discretionary and non-discretionary account management.

Colten Franco is a financial advisor at &Partners with seven years of industry experience. He holds the CFP® and ChFC® designations and has previously worked at Wells Fargo Clearing and Fidelity Investments. Before entering finance, he was involved in the restaurant business. &Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and private businesses, offering investment management, financial and tax planning, and brokerage services through its dual registration as a registered investment adviser and broker-dealer. The firm employs a variety of investment strategies, combining fundamental, technical, and quantitative analysis with both proprietary and third-party portfolios.

Betty Ahn is a financial advisor at &PARTNERS with 12 years of industry experience. She holds the Series 63 and Series 66 designations and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of her advisory role, she has minority ownership interests in two automotive dealerships in California. &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 through a combination of proprietary and third-party strategies, utilizing both discretionary and non-discretionary approaches.