Daniel Kerrigan is a CFP® with 25 years of industry experience, currently serving at &PARTNERS since 2025. His prior roles include tenures at LPL Financial, Kerrigan Capital & Risk Management, and Cetera. Outside of his advisory work, he volunteers on the Valdosta Airport Authority Board and is an instrument-rated pilot sharing ownership of a Cirrus SR22T aircraft. &PARTNERS serves a diverse client base including individuals, retirement plans, charitable organizations, and sovereign wealth funds. The firm offers investment advisory and brokerage services utilizing the Envestnet platform and combines fundamental, technical, and quantitative analysis, incorporating proprietary and third-party strategies, along with a range of supervisory and disclosure practices addressing potential conflicts.

Shannon Fernandez is a financial advisor at &PARTNERS with 13 years of industry experience. She holds a Series 66 license and has previously worked at LPL Financial, Kerrigan Davis Capital & Risk Management, and Cetera. Outside of her advisory role, she serves as Treasurer for The Porch Community Church, overseeing financial matters including budget creation and expense management. &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 both proprietary and third-party investment strategies through platforms like Envestnet.

Kaleb Cowart is a financial advisor with &PARTNERS in Valdosta, GA, holding Series 65 and Series 63 licenses and two years of industry experience. Before entering financial services, he was a professional baseball player with the Los Angeles Angels of Anaheim and the New York Yankees. Outside of advising, he founded the Kaleb Cowart Play It Forward Baseball Camp, an annual event that combines baseball instruction with community fundraising. &PARTNERS serves a diverse client base including individuals, retirement plans, charitable organizations, and sovereign wealth funds, offering a range of investment advisory, brokerage, financial planning, and retirement consulting services. The firm utilizes both proprietary and third-party investment strategies and operates as both an RIA and broker-dealer with multiple revenue sources and fee structures.