Lloyd Laughlin is a financial advisor at &Partners in Hermitage, PA, holding Series 63 and Series 65 licenses with 43 years of industry experience. Prior to joining &Partners in 2025, he worked at Wells Fargo Clearing and Wells Fargo Advisors LLC from 2009 to 2025. &Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations, offering investment management, financial and tax planning, and retirement-plan consulting through both advisory and brokerage services. The firm employs a combination of fundamental, technical, and quantitative analysis along with proprietary and third-party strategies, managing accounts via its Envestnet portfolio platform.

Diane Patterson is a financial advisor at &PARTNERS with 25 years of industry experience. She holds Series 63 and Series 65 licenses. Prior to joining &PARTNERS in 2025, she worked at Wells Fargo Clearing and Wells Fargo Advisors LLC from 2009 to 2025. &PARTNERS serves a diverse client base, including high-net-worth individuals, retirement plans, charitable organizations, foundations, universities, trusts, private businesses, and corporations. The firm offers investment management, financial and tax planning, and ERISA 3(21) consulting, utilizing a combination of fundamental, technical, and quantitative analysis across discretionary and non-discretionary accounts.

Grant Abrams is a financial advisor at &Partners with 18 years of industry experience. He holds the Series 66 credential and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. &Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers investment management and financial planning services through discretionary and non-discretionary accounts, utilizing a variety of analytical approaches and both proprietary and third-party strategies.