Gidon Neuman is a financial advisor at &PARTNERS in Northbrook, IL, holding a Series 66 designation. He has been with &PARTNERS since 2025 and has diverse prior experience in roles outside the financial advisory industry, including positions at Illinois Urgent Care LLC and 3826 Ventures LLC. &PARTNERS serves a broad range of individual and institutional clients, providing investment management, financial and tax planning, ERISA consulting, and brokerage services. The firm employs a combination of fundamental, technical, and quantitative analysis, with portfolios managed by in-house advisors or vetted third-party managers.

Trevor Merkley is a financial advisor at &Partners with Series 63 and Series 66 credentials and one year of industry experience. His prior work includes positions at K Force, Chicago Public Schools, and JPMorgan Securities LLC. &Partners serves a diverse range of individual and institutional clients, offering investment management, financial and tax planning, ERISA consulting, and brokerage services through both discretionary and non-discretionary strategies. The firm utilizes a combination of fundamental, technical, and quantitative analysis and oversees accounts managed directly by advisors or third-party managers.

Jonathan Neuman is a CFP® professional with 25 years of industry experience. He has worked at notable firms including Wells Fargo Clearing and Morgan Stanley prior to joining &PARTNERS in 2025. He serves as a FINRA arbitrator, facilitating arbitration cases. &PARTNERS serves a diverse client base that includes high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers investment management and financial planning services through both discretionary and non-discretionary approaches, employing a range of strategies and third-party managers.

Patrick Callaghan is a financial advisor at &PARTNERS with 28 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. He served as past president of the Rotary Club of Glenview Sunrise, overseeing its fundraising committee for fourteen years. &PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and private businesses. The firm offers investment management, financial and tax planning, retirement-plan consulting, and brokerage services, employing a range of analytical approaches and third-party strategies.

Irene Kapusciarz is a financial advisor at &Partners with 25 years of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of finance, she manages banquet operations at a historic Chicago venue. &Partners serves a diverse range of individual and institutional clients, offering investment management, financial and tax planning, and retirement-plan services through a combination of proprietary and third-party strategies supported by robust portfolio and brokerage platforms.

Stanford Slovin is a financial advisor at &PARTNERS with 39 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Wells Fargo Clearing and WELLS FARGO ADVISORS LLC. Slovin serves as a volunteer board member and president of Rebecca's Dream, a nonprofit focused on mental health advocacy and suicide prevention. He is also the author of the book *Better Listening: The Secret to Improving Your Professional and Personal Life*, published in 2023. &PARTNERS serves a broad range of individual and institutional clients, offering investment management, financial and tax planning, and retirement plan services. The firm employs a combination of fundamental, technical, and quantitative analysis across proprietary and third-party strategies, with discretionary and non-discretionary management options.

Chin Hui Su is a financial advisor at &Partners with 24 years of industry experience. She holds the Series 66 designation and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of her advisory role, she serves as President of the Taiwanese American Chamber of Commerce of Greater Chicago and Vice President of the Taiwanese Chambers of Commerce of North America, focusing on business development and networking between the U.S. and Taiwan. &Partners serves a diverse client base including high-net-worth individuals, institutions, and private businesses, offering investment management, financial and tax planning, and retirement-plan services. The firm employs a combination of fundamental, technical, and quantitative analysis and provides both discretionary and non-discretionary portfolio management through multiple platforms and strategies.