Charles Lewis Jr. is a CFP® certificant with 32 years of industry experience. He is currently with &PARTNERS, where he has worked since 2026, following ten years at Wells Fargo Clearing and five years at Wells Fargo Advisors LLC. Outside of his advisory role, he serves as a college football official for the Southeastern Conference and teaches a personal finance course at Baylor University. &PARTNERS serves a broad client base, including individuals, institutions, and high-net-worth clients, offering investment management, financial and tax planning, and retirement-plan consulting. The firm employs a combination of fundamental, technical, and quantitative analysis through various platforms and supports both discretionary and non-discretionary account management.

Christopher Lewis is a Series 66-licensed financial advisor with 27 years of industry experience. He has been with &Partners since 2026 and previously worked ten years at Wells Fargo Clearing and five years at Wells Fargo Advisors LLC. &Partners serves a diverse client base including high-net-worth individuals, institutions, retirement plans, and charitable organizations, offering investment management, financial and tax planning, and ERISA consulting services through both discretionary and non-discretionary approaches. The firm employs a combination of fundamental, technical, and quantitative analysis and features municipal advisory capabilities alongside traditional advisory and brokerage services.

Bradley Smith is a financial advisor with \u0026PARTNERS in Waco, TX, holding a Series 66 designation and 11 years of industry experience. His prior work includes roles at Wells Fargo Clearing and Edward Jones. \u0026PARTNERS serves a diverse client base ranging from individuals to large institutions, offering investment management, financial and tax planning, and ERISA consulting services. The firm employs a combination of fundamental, technical, and quantitative analysis across discretionary and non-discretionary accounts, utilizing both proprietary and third-party strategies.

Rebecca Mcgee is a financial advisor at &PARTNERS with 20 years of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC for a combined 15 years. &PARTNERS serves a diverse range of clients including high-net-worth individuals, retirement plans, charitable organizations, and private businesses. The firm offers investment management, financial and tax planning, and various advisory services using a combination of proprietary and third-party strategies supported by ongoing monitoring and account reviews.