Lisa Probanski Bonito is a financial advisor at &Partners with a Series 66 designation and two years of industry experience. Prior to joining &Partners, she worked at Wells Fargo Clearing, Maximus, and Navient. &Partners serves a diverse client base that includes high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers investment management, financial and tax planning, and various advisory services using a combination of fundamental, technical, and quantitative analysis, with accounts managed by in-house advisors or third-party managers.

David Tarantini is a financial advisor at &PARTNERS with 17 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Wells Fargo Advisors LLC and Wells Fargo Clearing for a combined 16 years. &PARTNERS serves a diverse client base including individuals, institutions, retirement plans, and charitable organizations, offering investment management, financial and tax planning, and various advisory services through a combination of proprietary and third-party strategies.

Robert Gover is a CFP® and holds a Series 66 license with 17 years of industry experience. He has worked at \u0026Partners, LLC since 2024 and previously spent 15 years at Wells Fargo Clearing and Wells Fargo Advisors LLC. \u0026Partners serves a broad range of individual and institutional clients, including high-net-worth individuals, retirement plans, charitable organizations, foundations, universities, trusts, private businesses, and corporations. The firm offers investment management and financial planning services, utilizing a combination of fundamental, technical, and quantitative analysis alongside proprietary and third-party strategies.

Rebecka Waller is a financial advisor at &PARTNERS with seven years of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo Clearing and the Airborne and Special Operations Test Directorate. &PARTNERS serves a broad mix of individual and institutional clients, including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers investment management, financial and tax planning, and ERISA 3(21) consulting, employing a combination of fundamental, technical, and quantitative analysis across discretionary and non-discretionary services.