Daniel Kerrigan is a CFP® with 25 years of industry experience. He is currently with &PARTNERS and previously worked at LPL Financial, Kerrigan Capital & Risk Management, and Cetera. He serves as a volunteer board member of the Valdosta Airport Authority Board and is a 50% owner of South GA Flyers LLC, holding a 2007 Cirrus SR22T aircraft, and is an instrument-rated pilot. &PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and private businesses. The firm offers a range of investment management and financial planning services using both proprietary and third-party strategies, with accounts managed on discretionary and non-discretionary bases.

Shannon Fernandez is a financial advisor at &Partners with 14 years of industry experience. She holds the Series 66 designation and has worked previously at Kerrigan Davis Capital & Risk Management, LPL Financial, and Cetera. Outside of advising, she serves as treasurer for The Porch Community Church, providing financial oversight and budget management. &Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and private businesses. The firm offers investment management, financial and tax planning, and retirement plan consulting, utilizing both proprietary and third-party strategies through a combination of discretionary and non-discretionary account management.

Kaleb Cowart is a financial advisor at &PARTNERS with three years of industry experience. He holds the Series 63 and Series 65 credentials and previously worked at LPL Financial. Cowart is a former professional baseball player and founded the Play It Forward Baseball Camp, a community initiative combining baseball instruction with faith-based activities. &PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, and institutions. The firm offers investment management and financial planning services, utilizing a variety of strategies and both discretionary and non-discretionary account management.