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Clint R
CFP®, Series 66
Westlake, OH
&PARTNERS
Clint Rickett is a CFP® with 22 years of experience in the financial industry. He currently works at &PARTNERS and previously spent 17 years with Wells Fargo Clearing and Wells Fargo Advisors LLC. &PARTNERS serves a diverse range of clients, including high-net-worth individuals and institutional entities, offering investment management, financial and tax planning, and retirement plan consulting through both registered adviser and broker-dealer platforms. The firm combines fundamental, technical, and quantitative analysis with proprietary and third-party strategies to manage accounts on discretionary and non-discretionary bases.
Megan B
Series 66
Westlake, OH
&PARTNERS
Megan Barnes is a Series 66 licensed financial advisor at &PARTNERS with nine years of industry experience. She has worked at several firms, including Wells Fargo Clearing, Private Client Services, and Lincoln Financial Advisors. Barnes holds a minority ownership interest in County Line Capital Partners, LLC, an investment entity. &PARTNERS serves a diverse client base that includes high-net-worth individuals, retirement plans, and institutional clients. The firm offers investment management and financial planning services using a combination of fundamental, technical, and quantitative analysis, with options for discretionary and non-discretionary account management.
Dennis C
Series 63, Series 65
Westlake, OH
&PARTNERS
Dennis Champa is a financial advisor at &PARTNERS with 28 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC for a combined 17 years. &PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations, offering investment management, financial and tax planning, and municipal advisory services through a combination of proprietary and third-party strategies.
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