Karen Bauman is a financial advisor with &PARTNERS in Mishawaka, Indiana, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She previously worked at Wells Fargo Clearing for nine years before joining &PARTNERS in 2025. Outside of finance, she serves as secretary and committee member for Central Indiana Scent Work, organizing K-9 Scentwork trials and performing scoreroom duties at official events. &PARTNERS serves a broad range of individual and institutional clients, offering 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 with proprietary and third-party strategies, supporting both discretionary and non-discretionary account management.

David Deahl is a financial advisor at &PARTNERS with 26 years of industry experience. His prior work includes positions at Wells Fargo Clearing and Prudential Equity Group, LLC. He holds Series 63 and Series 65 designations. Outside of his advisory role, he assists his son with financial activities through a power of attorney arrangement. &PARTNERS serves a diverse client base that includes individuals, institutions, retirement plans, and nonprofits. The firm offers investment management, financial and tax planning, and retirement-plan consulting, employing a range of proprietary and third-party strategies supported by ongoing monitoring and account reviews.