Kevin Braddock is a financial advisor at &PARTNERS with 16 years of industry experience. He holds a Series 66 designation and has previously worked at Heartwood Financial Group, Commonwealth Financial Network, Wells Fargo Advisors, and Edward Jones. He is also the owner of Heartwood Financial Group, LLC. &PARTNERS serves a diverse client base including individuals, retirement plans, charitable organizations, foundations, universities, and sovereign wealth funds. The firm offers both investment advisory and brokerage services, utilizing a blend of proprietary and third-party investment strategies delivered through the Envestnet platform.

Michael Thomas is a financial advisor with Edward Jones in Hampton, SC, holding a Series 66 designation and 10 years of industry experience. He has served with Edward Jones since 2016 and is also a Lieutenant Colonel in the United States Army Reserve, where he works as an instructor for the Command General Staff Officer College. Edward Jones is a full-service wealth management firm serving both individual and institutional clients with over $1 trillion in assets under management, offering a range of advisory programs and investment solutions supported by a large national network of advisors and branch offices.