Roberta Kealy is a financial advisor at &PARTNERS with 10 years of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo Advisors and Raymond James & Associates. Based in South Bend, IN, she joined &PARTNERS in 2025. &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 through both discretionary and non-discretionary approaches, utilizing a combination of fundamental, technical, and quantitative analysis supported by proprietary and third-party strategies.

Edward Jordanich is a financial advisor at &PARTNERS with 24 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Advisors, Wells Fargo Clearing, and Prudential Equity Group. He is a 50% owner of an LLC that owns a building in South Bend, Indiana, which includes a restaurant and an apartment, though he has no operating responsibilities. &PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers investment management, financial and tax planning, and ERISA consulting, using a combination of fundamental, technical, and quantitative strategies with both proprietary and third-party managers.