Peter Derensis is a CFP® with 21 years of industry experience, currently serving as a financial advisor at &Partners since 2026. He previously worked at Wells Fargo Advisors and Wells Fargo Clearing from 2009 to 2026. In addition to his advisory role, he is a finance committee member of Chenango Valley Home. &Partners serves a diverse range of individual and institutional clients, offering investment management, financial and tax planning, and retirement plan services. The firm employs both discretionary and non-discretionary investment strategies using a combination of proprietary and third-party approaches, with ongoing monitoring and account reviews.

Gregory Lamonica is a financial advisor with &PARTNERS who holds a Series 66 credential and has 17 years of industry experience. His prior work includes roles at Wells Fargo Advisors, Wells Fargo Clearing Services LLC, Securities Management & Research, Inc., and Farm Family. He is involved in a private investment-related business, GREG LAMONICA, INC. &PARTNERS serves a diverse client base that includes individuals, retirement plans, charitable organizations, and corporations. The firm offers investment management, financial and tax planning, and specialized advisory services using a mix of proprietary and third-party strategies, supported by a dual registration as a registered investment adviser and broker-dealer.

Marci Holden is a financial advisor at &PARTNERS with Series 63 and Series 66 credentials and ten years of industry experience. Her prior roles include positions at Wells Fargo Advisors, Wells Fargo Clearing Services LLC, Edward Jones, and Elevation LLC. She serves as treasurer for the Chenango Foundation and acts as executor for her parents' estates. &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, and ERISA 3(21) consulting, utilizing a combination of fundamental, technical, and quantitative analysis alongside model portfolios and third-party strategies.