Charles James is a financial advisor at &PARTNERS with 25 years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory role, he is involved in homebuilding through CBJ, LLC and serves as secretary/treasurer of The Sumter Wateree Club, a timberland and recreational organization. &PARTNERS serves a diverse client base including individuals, retirement plans, charitable organizations, foundations, universities, and sovereign wealth funds. The firm offers investment advisory and brokerage services, financial planning, retirement plan consulting, and investment banking, utilizing a combination of proprietary models and third-party managers across a range of investment approaches.

Milton Schwartz is a financial advisor at &Partners with 38 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. &Partners serves a diverse range of clients, including individuals, retirement plans, charitable organizations, foundations, universities, and sovereign wealth funds. The firm offers both investment advisory and brokerage services, utilizing proprietary models and third-party manager solutions across discretionary and non-discretionary portfolio management.

Preston Schwartz is a CFP® with nine years of industry experience, currently serving as a financial advisor at &Partners, LLC. He previously worked at Wells Fargo Clearing and Davenport & Company. Outside of his advisory work, he is active in his community as a head coach for middle school basketball, treasurer of the Sumter YMCA, chairman of the Sumter County Museum, and a member of several local nonprofit boards. &Partners serves a diverse client base including individuals, retirement plans, charitable organizations, and sovereign wealth funds. The firm offers a range of investment advisory, brokerage, and financial planning services, employing multiple analytical approaches and managing portfolios through both proprietary and third-party solutions.

Leroy Creech is a financial advisor at &Partners with 36 years of industry experience. He holds Series 63 and Series 65 registrations and has worked at &Partners since 2024, following eight years at Wells Fargo Clearing and seven years at Wells Fargo Advisors. Creech serves on the boards of Prisma Hospital Midlands and Palmetto Hospital in South Carolina. &Partners serves a diverse client base including individual and institutional investors such as high-net-worth individuals, retirement plans, and charitable organizations. The firm offers investment advisory and brokerage services, utilizing a combination of proprietary models and third-party managers through the Envestnet platform, and is notable for operating both as a broker-dealer and registered investment advisor.

Ramon Schwartz is a financial advisor at &PARTNERS with a Series 66 designation and two years of industry experience. He previously worked at Wells Fargo Bank and Wells Fargo Clearing before joining &PARTNERS. Ramon also volunteers at Christ Community Church in Sumter, SC. &PARTNERS serves a diverse client base including individuals, retirement plans, charitable organizations, foundations, universities, and sovereign wealth funds. The firm offers investment advisory and brokerage services along with financial planning, retirement plan consulting, and investment banking, using a combination of proprietary and third-party investment strategies.

Brenley Davis is a financial advisor at &Partners with 10 years of industry experience. She holds the Series 66 designation and previously worked at Wells Fargo Clearing and Wells Fargo Advisors. Outside of her advisory role, she is involved in community organizations in Sumter, SC, serving as assistant secretary of the Sumter Junior Welfare League and president elect of the Wilson Hall Parent Teacher Organization. &Partners serves a diverse client base including individuals, retirement plans, charitable organizations, and sovereign wealth funds. The firm offers both investment advisory and brokerage services, utilizing proprietary models and third-party managers through the Envestnet platform, and operates as both an RIA and broker-dealer with additional municipal advisory and underwriting activities.

Lance Towery is a financial advisor with &PARTNERS, holding a Series 66 designation and 26 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Towery serves as a board member for the Briarcliffe Homeowners Association. &PARTNERS serves a diverse client base, including individuals, institutions, and sovereign wealth funds, offering investment advisory and brokerage services, financial planning, and retirement plan consulting. The firm employs a range of investment strategies and operates as both a broker-dealer and registered investment advisor.