Ryan Barber is a financial advisor with &PARTNERS, holding Series 65 and Series 63 licenses and bringing 21 years of industry experience. He worked at Edward Jones for 20 years before joining &PARTNERS in 2024. Outside of advising, he is the owner of EB Dwellings LLC, a business that manages a second home rental. &PARTNERS serves a diverse client base, including individuals, retirement plans, charitable organizations, and sovereign wealth funds. The firm offers investment advisory and brokerage services, financial planning, ERISA consulting, and investment banking, utilizing both proprietary and third-party portfolio management strategies with fundamental, technical, and quantitative analysis.

Constantine Kaisharis is a financial advisor with Empower Advisory Group who holds Series 63, 65, and 66 licenses and has 35 years of industry experience. He previously spent 30 years at Goldman, Sachs & Co. before joining Empower Advisory Group in 2026. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm delivers services through an integrated model tied to Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and client savings rates.

Kelly Tate is a Certified Financial Planner (CFP®) and Chartered Financial Consultant (ChFC®) with 17 years of experience in the financial services industry. She has been with Edward Jones since 2008. Outside of her advisory work, she plans to operate a short-term rental business for a second home in Alma, Colorado. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large national network of advisors and branch offices.