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Adam C
Series 63, Series 65
Indianapolis, IN
&PARTNERS
Adam Cloyd is a financial advisor with \u0026PARTNERS in Indianapolis, IN, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. Prior to joining \u0026PARTNERS in 2026, he worked at Wells Fargo Advisors and Wells Fargo Clearing from 2009 to 2026. Outside of his advisory role, he owns and operates Brookside Wealth Advisors LLC and ACNC S Corp, both investment-related businesses, and he holds interests in farmland and recreational properties. \u0026PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and private businesses. The firm offers investment management and financial planning services through both discretionary and non-discretionary approaches, utilizing Envestnet’s portfolio platform and a combination of proprietary and third-party strategies.
Jessica E
Series 66
Indianapolis, IN
&PARTNERS
Jessica Ebling is a financial advisor at &PARTNERS with four years of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo Advisors, Finish Line Inc, and Blue and Co., LLC. &PARTNERS serves a broad range of individual and institutional clients, including high-net-worth individuals, retirement plans, charitable organizations, and private businesses. The firm offers investment management and financial planning services using a combination of proprietary and third-party strategies, with accounts managed on both discretionary and non-discretionary bases.
Don C
Series 63, Series 65
Indianapolis, IN
&PARTNERS
Don Cobb is a financial advisor at &PARTNERS with 29 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Advisors, Wells Fargo Clearing, and Prudential Equity Group. Outside of his role at &PARTNERS, he has ownership interests in two investment-related businesses based in Indiana. &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 a combination of proprietary and third-party strategies, utilizing both discretionary and non-discretionary approaches.
Jeana G
Series 63
Indianapolis, IN
&PARTNERS
Jeana Golden is a financial advisor at &PARTNERS with 29 years of industry experience. She holds the Series 63 designation and has worked at Wells Fargo Advisors and related entities for 17 years prior to joining &PARTNERS. Outside of her advisory role, she is involved in a catering business based in Indianapolis. &PARTNERS serves a broad mix of individual and institutional clients, providing investment management, financial and tax planning, and retirement-plan consulting services. The firm employs a variety of investment strategies and offers advisory services on both discretionary and non-discretionary bases.
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