Mark Gronner is a financial advisor at &PARTNERS with 43 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Wells Fargo Clearing for nine years before joining &PARTNERS in 2025. The firm serves a diverse client base including high-net-worth individuals, retirement plans, and institutional clients, offering investment management, financial and tax planning, and retirement-plan services. &PARTNERS utilizes a combination of fundamental, technical, and quantitative analysis alongside proprietary and third-party strategies, with an infrastructure supporting both discretionary and non-discretionary account management.

Peter Disanza is a financial advisor at &PARTNERS with 32 years of industry experience. He holds the Series 63 and Series 65 licenses and has previously worked at Wells Fargo Clearing and Merrill. He also serves as a trustee for a family trust. &PARTNERS serves a diverse clientele, including high-net-worth individuals, retirement plans, and institutions, offering investment management and financial planning through both discretionary and non-discretionary approaches. The firm combines multiple analytical methods and utilizes a range of proprietary and third-party strategies.

Sasha Kiel is a financial advisor at &PARTNERS with Series 63 and Series 66 credentials and 25 years of industry experience. Prior to joining &PARTNERS in 2025, Kiel worked at Wells Fargo Clearing for six years and UBS Financial Services for five years. &PARTNERS serves a diverse range of clients, including high-net-worth individuals, retirement plans, charitable organizations, and private businesses. The firm offers investment management and financial planning services through discretionary and non-discretionary approaches, utilizing a variety of analytical methods and both proprietary and third-party strategies.