Nancy Bach is a financial advisor at &Partners with 26 years of industry experience. She holds Series 63 and Series 65 credentials and previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Outside of her advisory role, she serves on the finance committee for the Ursuline Sisters of Mount Saint Joseph, providing oversight and commentary on the congregation's financial matters. &Partners serves a diverse client base including high-net-worth individuals, institutions, and charitable organizations. The firm offers a range of investment management and financial planning services using both discretionary and non-discretionary approaches, combining proprietary and third-party strategies with ongoing account monitoring.

Brian Alexander is a Financial Solutions Advisor at Merrill Lynch Wealth Management. In this role, he works directly with clients to define their financial goals and develop tailored portfolio strategies. He provides ongoing advice and adjusts portfolios as clients' situations evolve. Brian's approach centers on understanding what matters most to his clients and their families, enabling him to guide them in pursuing a range of financial objectives. His areas of expertise include general investing, retirement planning, and saving for unexpected expenses. He holds a Personal Investment Advisor (PIA) designation and earned a bachelor's degree from the University of Southern Indiana.