Clarissa Coombs is a financial advisor at &Partners with 25 years of industry experience. She holds Series 63 and Series 66 designations and has worked at firms including Fidelity Investments, TIAA-CREF, and Morgan Stanley. Outside of her advisory role, she serves as secretary and board member of the Suicide Prevention Foundation, which supports the Ithaca Suicide Crisis Center. &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 retirement-plan consulting through both discretionary and non-discretionary approaches using a combination of proprietary and third-party strategies.

Kevin Labourdette is a CFP® and holds a Series 66 license with five years of industry experience. He is currently with &PARTNERS, having joined in 2024, and previously worked at Wells Fargo Clearing and Cummins Inc. &PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and institutions. The firm offers investment management and financial planning services using a combination of proprietary and third-party strategies, with discretionary and non-discretionary management options.

David Labourdette is a financial advisor at &Partners with 32 years of industry experience. He holds Series 63 and Series 65 designations. His prior experience includes eight years at Wells Fargo Clearing and seven years at Wells Fargo Advisors LLC. &Partners serves a diverse client base including high-net-worth individuals, institutions, retirement plans, and charitable organizations, offering investment management, financial and tax planning, and retirement-plan consulting through both discretionary and non-discretionary approaches. The firm utilizes a combination of fundamental, technical, and quantitative analysis along with proprietary and third-party strategies.

Rachel Whittaker is a financial advisor at &Partners with one year of industry experience. She holds the Series 66 designation and has previously worked at Heritage Lake Advisors & Partners, Wells Fargo Advisors, and RaNic Golf Club. Outside of her advisory role, she is a licensed real estate salesperson in New York, though not active as an agent. &Partners serves a diverse range of individual and institutional clients, offering investment management, financial and tax planning, ERISA consulting, and brokerage services. The firm employs a variety of analytical approaches and utilizes both proprietary and third-party strategies, with investment management available on discretionary and non-discretionary bases.

David Labourdette is a financial advisor at &Partners with seven years of industry experience. He holds a Series 66 designation and has worked at &Partners since 2024, following six years at Wells Fargo Clearing. Outside of his advisory role, he serves as a trustee and chairman for church finances at Grace Chapel Independent Bible Church. &Partners serves a broad mix of individual and institutional clients, including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm provides investment management and financial planning services using a combination of fundamental, technical, and quantitative analysis, managing accounts directly or via third-party strategies.