Dalton Horstmeier is a CFP® and Series 66 credentialed advisor with seven years of industry experience. He has worked at Edward Jones from 2018 to 2023 and joined \u0026Partners in 2023. Outside of his advisory role, he serves as Vice President of Horstmeier Farms LLC, a family agricultural business where he oversees operations during planting and harvest seasons. \u0026Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers a range of investment management and financial planning services utilizing both proprietary and third-party strategies, supported by comprehensive due diligence and ongoing portfolio monitoring.

Robert Adrian is a financial advisor at &Partners with 31 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Edward Jones for 28 years before joining &Partners in 2023. &Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm provides investment management, financial and tax planning, and advisory services using a combination of fundamental, technical, and quantitative analysis, with portfolios managed directly or through third-party managers.