Debra Nicholas is a financial advisor at &Partners with 27 years of industry experience. She holds a Series 63 designation and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC for a combined 16 years. She is based in Longview, TX. &Partners serves a broad mix 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 through both discretionary and non-discretionary approaches, utilizing a range of proprietary and third-party strategies.

Dave Spurrier is a CFP®-credentialed financial advisor with 32 years of industry experience. He has worked at several firms including Wells Fargo Clearing, Wells Fargo Advisors LLC, and A. G. Edwards & Sons, Inc. Before joining &PARTNERS in 2025, he spent nearly 16 years at Wells Fargo affiliates. Spurrier serves as a board member of the North East Texas Regional Mobility Authority, a state entity responsible for transportation projects. &PARTNERS serves a diverse client base including individuals, institutions, and private businesses. The firm offers investment management and financial planning services using a combination of proprietary and third-party strategies, employing both discretionary and non-discretionary approaches.

Michael Spurrier is a financial advisor at &PARTNERS with Series 63 and Series 66 licenses and four years of industry experience. His prior work includes roles at Wells Fargo Advisors and Fidelity Investments. &PARTNERS serves a diverse group of individual and institutional clients, offering investment management, financial and tax planning, ERISA consulting, and brokerage services. The firm employs a variety of analysis methods and manages accounts through both internal advisors and third-party managers, maintaining ongoing monitoring and periodic reviews.

Tina Sellers Phelan is a financial advisor at &Partners with 32 years of industry experience. She holds Series 63 and Series 65 designations and has previously worked at Wells Fargo Clearing Services LLC and J.P. Morgan Securities. Outside of her advisory role, she co-owns Phelan Enterprises, a non-investment-related business. &Partners serves a broad mix of individual and institutional clients, providing investment management, financial and tax planning, ERISA consulting, retirement plan management, and brokerage services. The firm employs a combination of fundamental, technical, and quantitative analysis, utilizing both proprietary and third-party strategies, and offers municipal advisory and underwriting services.

Ana Gomez is a financial advisor at &PARTNERS with 16 years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at Wells Fargo Clearing Services LLC and J.P. Morgan Securities. Outside of her advisory role, she co-owns a home repair handyman business with her spouse. &PARTNERS serves a diverse client base including individuals, institutions, and charitable organizations, offering investment management, financial and tax planning, and ERISA 3(21) consulting. The firm employs a combination of fundamental, technical, and quantitative analysis across discretionary and non-discretionary accounts, utilizing both proprietary and third-party strategies.