Kristie Daniel is a financial advisor with \u0026PARTNERS in Saint Louis, MO, holding a Series 66 designation and 12 years of industry experience. She previously worked at Wells Fargo Advisors, LLC from 1999 to 2016 and Wells Fargo Clearing from 2016 to 2024. \u0026PARTNERS serves a diverse client base including individuals, retirement plans, charitable organizations, foundations, universities, and sovereign wealth funds. The firm offers a range of investment advisory and brokerage services, utilizing both proprietary and third-party strategies through platforms like Envestnet.

Beth Anderson is a financial advisor at &PARTNERS with 11 years of industry experience. She holds the Series 66 designation and previously worked at Wells Fargo Clearing and Wells Fargo Advisors for a combined 10 years before joining &PARTNERS in 2025. &PARTNERS serves a diverse client base including individual and institutional investors such as retirement plans, charitable organizations, foundations, universities, and sovereign wealth funds. The firm offers a range of services including investment advisory, brokerage, financial planning, ERISA consulting, and investment banking, utilizing a mix of proprietary and third-party investment strategies across discretionary and non-discretionary portfolios.

Joann Jolly is a financial advisor at &PARTNERS with 20 years of industry experience. She holds the Series 63 and Series 65 licenses and previously worked at firms including Wells Fargo Clearing and Charles Schwab. &PARTNERS serves a diverse range of clients, including individual, institutional, and sovereign wealth fund clients, offering both investment advisory and brokerage services. The firm employs a combination of proprietary and third-party investment models and operates as both a broker-dealer and registered investment advisor.

James Phelps is a financial advisor with &Partners in Saint Louis, MO, holding a Series 66 designation and bringing 16 years of industry experience. His prior roles include positions at LPL Financial, Saxony Capital Management, Saxony Securities, and Scottrade. &Partners serves a diverse client base that includes individual and institutional investors such as high-net-worth individuals, retirement plans, charitable organizations, foundations, universities, and sovereign wealth fund clients. The firm offers both investment advisory and brokerage services, utilizing the Envestnet platform and a range of proprietary and third-party investment strategies.

Jason Tschudy is a CFP® professional with 15 years of industry experience, currently affiliated with &PARTNERS in Saint Louis, MO. He has worked at Wells Fargo Clearing Services LLC for nine years and previously spent two years at Commerce Bank. &PARTNERS serves a diverse client base, including individual and institutional clients such as retirement plans, charitable organizations, foundations, universities, and sovereign wealth funds. The firm offers both investment advisory and brokerage services through dual registration, utilizing a mix of proprietary and third-party portfolio management strategies that incorporate fundamental, technical, and quantitative analysis.

Christopher Hooker is a financial advisor at &PARTNERS with a Series 66 designation and four years of industry experience. He previously worked at Benjamin F. Edwards & Company and Wells Fargo Clearing. Outside of his advisory role, Hooker serves as an assistant varsity and head junior varsity boys soccer coach in Glen Carbon, IL. &PARTNERS serves a diverse client base including individual and institutional investors, offering investment advisory, brokerage, financial planning, and retirement plan consulting services. The firm employs a combination of proprietary models and third-party managers, operating both as a broker-dealer and registered investment advisor with a variety of fee structures and service offerings.