Dawn Wehrhan is a financial advisor with &Partners, holding Series 63 and Series 66 licenses and 24 years of industry experience. She previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. &Partners serves a diverse client base including individuals, retirement plans, charitable organizations, and corporations, offering investment management and financial planning services through both discretionary and non-discretionary approaches using a range of proprietary and third-party strategies.

Roy Martin IV is a CFP® professional with 23 years of industry experience. He is currently with &Partners, LLC, where he has worked since 2024. His prior experience includes roles at Wells Fargo Clearing, Wells Fargo Advisors LLC, Capes Capital Management, Inc., and Ameriprise. &Partners serves a diverse range of individual and institutional clients, including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers investment management and advisory services using both proprietary and third-party strategies, combining fundamental, technical, and quantitative analysis with ongoing account monitoring.

Sarah Navarre is a CFP® with 20 years of experience in the financial services industry. She currently works at \&Partners, LLC and has previously held positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of her advisory role, she serves as treasurer for the Southeastern VA Women's Soccer Association and holds leadership and board roles with the Safe House Project and the Hampton Roads Soccer Council. \&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 discretionary and non-discretionary approaches, utilizing a combination of proprietary and third-party strategies.