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Charles G

Series 63

Russellville, AR

&PARTNERS

Charles Gordon is a financial advisor at &PARTNERS with over 53 years of industry experience. He holds the Series 63 designation and has worked at firms including Wells Fargo Advisors, Wells Fargo Clearing, and A. G. Edwards & Sons, Inc. Outside of his advisory role, he co-owns and serves as president of MCG Holdings, LLC. &PARTNERS serves a diverse range of clients, including high-net-worth individuals and institutions, providing investment management and financial planning services through a combination of proprietary and third-party strategies. The firm operates as both a registered investment adviser and broker-dealer, employing fundamental, technical, and quantitative analysis in managing client portfolios.

Wealth management Equity compensation tax strategy Retirement income strategy Business exit / sale strategy Founder/Business Owner Executive Retired
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Kyle S

Series 66

Russellville, AR

&PARTNERS

Kyle Scott is a financial advisor at &PARTNERS with 17 years of industry experience. He holds a Series 66 designation and has worked previously at Wells Fargo Advisors, Wells Fargo Clearing, Investment Professionals, Inc., and Edward Jones. &PARTNERS serves a diverse client base including individuals, institutions, retirement plans, and charitable organizations. The firm offers investment management, financial and tax planning, ERISA consulting, and brokerage services, utilizing a range of analytical approaches and third-party managers to support its discretionary and non-discretionary portfolios.

Wealth management Equity compensation tax strategy Retirement income strategy Business exit / sale strategy Founder/Business Owner Executive Retired
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Jared S

CFP®, Series 66

Russellville, AR

&PARTNERS

Jared Smith is a financial advisor at &PARTNERS with 18 years of industry experience. He holds the CFP® designation and Series 66 license. His prior experience includes roles at Wells Fargo Advisors, Wells Fargo Clearing, and Edward Jones. He also owns and operates FOUR CORNERS WEALTH LLC. &PARTNERS serves a diverse mix of individual and institutional clients, providing investment management, financial and tax planning, and retirement-plan services through both advisory and brokerage platforms. The firm employs a variety of analytical approaches and offers services including discretionary and non-discretionary management, municipal advisory roles, and subscription research products.

Wealth management Equity compensation tax strategy Retirement income strategy Business exit / sale strategy Founder/Business Owner Executive Retired
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Tommy F

Series 66

Russellville, AR

&PARTNERS

Tommy Fields is a financial advisor with \u0026PARTNERS in Russellville, AR, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Wells Fargo Advisors and Wells Fargo Clearing, as well as nearly a decade at Arkansas Tech University. \u0026PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, nonprofits, universities, and corporations. The firm offers investment management and a range of financial and tax planning services using a mix of proprietary and third-party strategies, with both discretionary and non-discretionary account management.

Wealth management Equity compensation tax strategy Retirement income strategy Business exit / sale strategy Founder/Business Owner Executive Retired
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Tyler G

Series 66

Russellville, AR

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Tyler Goodson is a financial advisor at &PARTNERS with 15 years of industry experience. He holds the Series 66 designation and previously worked at Wells Fargo Advisors and Wells Fargo Clearing. &PARTNERS serves a broad range of individual and institutional clients, including high-net-worth individuals, retirement plans, and charitable organizations, offering investment management, financial and tax planning, and consulting services. The firm combines fundamental, technical, and quantitative analysis with proprietary and third-party strategies, managing accounts on both discretionary and non-discretionary bases.

Wealth management Equity compensation tax strategy Retirement income strategy Business exit / sale strategy Founder/Business Owner Executive Retired
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Shawn G

Series 66

Russellville, AR

&PARTNERS

Shawn Gordon is a financial advisor at &Partners with 23 years of industry experience. He holds a Series 66 designation and has worked previously at Wells Fargo Advisors, Wells Fargo Clearing, and A. G. Edwards & Sons, Inc. Outside of his advisory role, he is involved in tournament bass fishing, owns a share of a duck hunting camp, and serves on the board of Russellville Advertising & Promotions. &Partners serves a diverse client base including individuals, institutions, charitable organizations, and corporations. The firm offers investment management and financial planning services using a combination of proprietary and third-party strategies, and operates under dual registration as a registered investment adviser and broker-dealer.

Wealth management Equity compensation tax strategy Retirement income strategy Business exit / sale strategy Founder/Business Owner Executive Retired
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