Jody Angellotti is a financial advisor with \u0026PARTNERS in Oneonta, NY, holding a Series 66 designation and 16 years of industry experience. Prior to joining \u0026PARTNERS in 2026, Jody worked at Wells Fargo Clearing and Wells Fargo Advisors LLC for a combined 11 years. Jody serves on the finance committee of Otsego Christian Academy, where they review school financials. \u0026PARTNERS serves a diverse client base including individuals, institutions, and charitable organizations. The firm provides investment management and advisory services using a combination of fundamental, technical, and quantitative analysis through its Envestnet platform and maintains both discretionary and non-discretionary account management options.

Corbin Curley is a financial advisor at &PARTNERS with 11 years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Clearing and WELLS FARGO Advisors, LLC. Curley serves on the investment committee of the Cullman Child Development Center and is a board member of the Sidney Central School District. &PARTNERS serves a diverse client base including individuals, retirement plans, charitable organizations, and corporations, offering investment management, financial and tax planning, and retirement-plan consulting through both advisory and brokerage services. The firm employs a combination of fundamental, technical, and quantitative analysis, utilizing proprietary and third-party strategies with ongoing monitoring and regular reviews.

Edward Curley is a CFP® with 35 years of industry experience. He is currently with &Partners, where he has worked since 2026. Prior to that, he held roles at Wells Fargo Clearing and Wells Fargo Advisors LLC for a combined 17 years. He also serves as a successor trustee in Oneonta, NY. &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 retirement-plan consulting using a combination of proprietary and third-party strategies, with services provided on both discretionary and non-discretionary bases.