John Williams is a financial advisor at &PARTNERS with one year of industry experience. He holds the Series 66 designation and has prior work experience at American Pulverizer Company, Cerner Corporation, and the University of Arkansas. &PARTNERS serves a diverse range of clients, including individuals, institutions, and charitable organizations, providing investment management, financial and tax planning, and retirement-plan consulting. The firm employs a mix of fundamental, technical, and quantitative analysis and offers advisory services through both in-house financial advisors and third-party managers.

Chad Shaddox is a financial advisor at &PARTNERS with 24 years of industry experience. He held a position at Edward Jones from 2002 to 2024 before joining &PARTNERS in 2024. He holds the Series 63 and Series 66 licenses. &PARTNERS serves individual and institutional clients including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm provides investment management, financial and tax planning, and various advisory services using a combination of proprietary and third-party strategies, supported by both discretionary and non-discretionary account management.

Thomas Beauregard is a financial advisor at &PARTNERS with Series 63 and Series 65 credentials and one year of industry experience. He previously worked at Fidelity Investments and Northwestern Mutual. His background includes various roles at Wheaton College and engagement with community organizations such as Salem Public Schools and Salem YMCA. &PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers investment management and financial planning services using a mix of fundamental, technical, and quantitative analysis, with accounts managed directly or through third-party managers.