&PARTNERS

Harry Vann is a financial advisor at &Partners with 28 years of industry experience. He holds a Series 63 designation and has worked at firms including Allen, Mooney & Barnes Investment Advisors and SunTrust Advisory Services. Outside of his advisory role, Vann is a licensed insurance agent specializing in non-variable insurance products. &Partners serves a broad mix of individual and institutional clients, offering investment management, financial and tax planning, ERISA consulting, and brokerage services. The firm employs a variety of investment strategies and manages accounts using both in-house and third-party managers, with ongoing monitoring and periodic reviews.

Michael Perry is a financial advisor at &Partners with 30 years of industry experience. Prior to joining &Partners in 2025, he worked at Wells Fargo Clearing and Wells Fargo Advisors. &Partners serves a diverse client base, including high-net-worth individuals, retirement plans, charitable organizations, and private businesses, providing investment management, financial and tax planning, and ERISA consulting through both discretionary and non-discretionary approaches.

Dominick Lapenna is a financial advisor with \u0026Partners, holding a Series 66 designation and 10 years of industry experience. His prior work includes eight years at Wells Fargo Clearing and a brief period at WELLS FARGO Advisors, LLC. \u0026Partners serves a diverse client base, including high-net-worth individuals, institutions, and retirement plans, providing investment management, financial and tax planning, and ERISA consulting services. The firm employs a range of strategies involving fundamental, technical, and quantitative analysis, and offers both discretionary and non-discretionary account management.

Amberlee Smith is a financial advisor at &PARTNERS with five years of industry experience. She holds Series 63 and Series 66 credentials and has worked at several firms, including Meridian Wealth Management of Michigan and Executive Wealth Management. Outside of her advisory role, she is also a licensed real estate agent with ERA Reardon Realty. &PARTNERS serves a diverse client base, including high-net-worth individuals, retirement plans, and charitable organizations. The firm offers a range of investment management and financial planning services, utilizing both proprietary and third-party strategies with ongoing portfolio monitoring.

Aaron Yoon is a CFP® and ChFC® with 16 years of experience in the financial services industry. He has worked at Edward Jones for 16 years before joining &Partners in 2025. Outside of his advisory role, he is the sole member of two LLCs involved in managing real estate properties. &Partners serves a broad mix of individual and institutional clients, offering investment management, financial and tax planning, and retirement plan consulting through a combination of proprietary and third-party strategies with ongoing monitoring and periodic reviews.

Charles James is a financial advisor with &PARTNERS, holding a Series 66 license and 26 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC for a combined 17 years. Outside of his advisory role, he is involved in real estate development through CBJ, LLS and serves as secretary/treasurer of the Sumter Wateree Club, a timberland and recreation organization. &PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and private businesses. The firm offers investment management and a range of financial services using a combination of fundamental, technical, and quantitative analysis alongside proprietary and third-party strategies.

Jonathan Chasen is a CFP® and ChFC® with 26 years of experience in the financial services industry. He is currently with &PARTNERS, where he has worked since 2026, and previously held roles at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Banc of America Investment Services. He serves as a board member of the Charlottesville Economic Development Authority. &PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers investment management, financial and tax planning, and ERISA 3(21) consulting, utilizing a combination of proprietary and third-party strategies with ongoing portfolio monitoring.

Richard Morgenstern is a CFP® with 45 years of industry experience, currently serving as a financial advisor at &PARTNERS since 2025. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC for a combined 16 years. &PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and private businesses. The firm offers investment management and financial planning through both discretionary and non-discretionary approaches, utilizing a range of fundamental, technical, and quantitative strategies alongside third-party managers.

Caroline Toniolo is a financial advisor at &Partners with eight years of industry experience. She previously worked at Edward Jones and McLeod Health. Caroline serves as a board member for the First Presbyterian Church Child Development Center and as treasurer and board member for All Saints Episcopal Day School in Florence, SC. &Partners serves a broad mix of individual and institutional clients, providing investment management and financial planning through discretionary and non-discretionary approaches that include both proprietary and third-party strategies.

Ronald Eppler is a financial advisor at &PARTNERS with Series 63 and Series 65 licenses and 30 years of industry experience. He joined &PARTNERS in 2024 after eight years with Wells Fargo Clearing and five years with Wells Fargo Advisors LLC. &PARTNERS serves a diverse client base that includes high-net-worth individuals, retirement plans, charitable organizations, foundations, universities, trusts, private businesses, and corporations. The firm offers a range of investment management and financial planning services, utilizing both proprietary and third-party strategies with ongoing monitoring and account reviews.

Clarissa Coombs is a financial advisor at &Partners with 25 years of industry experience. She holds Series 63 and Series 66 designations and has worked at firms including Fidelity Investments, TIAA-CREF, and Morgan Stanley. Outside of her advisory role, she serves as secretary and board member of the Suicide Prevention Foundation, which supports the Ithaca Suicide Crisis Center. &Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers investment management, financial and tax planning, and retirement-plan consulting through both discretionary and non-discretionary approaches using a combination of proprietary and third-party strategies.

Jared Miller is a financial advisor at &PARTNERS with eight years of industry experience. He holds a Series 66 designation and has worked previously at Wells Fargo Clearing and Edward Jones. &PARTNERS serves a diverse range of individual and institutional clients, offering investment management, financial and tax planning, and retirement plan consulting. The firm employs a combination of fundamental, technical, and quantitative analysis and provides services through both in-house advisors and third-party managers.

Jameson Howley is a financial advisor at &Partners in Albany, NY, holding a Series 66 designation. He began his career in 2023 and has worked at several firms including Morgan Stanley and Equitable Advisors, LLC. His prior experience includes roles outside of financial services, such as with Lacrosse Unlimited and Bar 141. &Partners serves a diverse client base including high-net-worth individuals, institutions, and charitable organizations. The firm offers investment management and advisory services using a range of strategies and platforms, and it operates as both a registered investment adviser and broker-dealer.

Jordan Hendry is a CFP® with nine years of industry experience and currently an advisor at &PARTNERS. He previously worked at Commonwealth Financial Network and SBS Retirement Consultants. Hendry is also a co-owner of SBS Retirement Consultants, a private entity facilitating securities, advisory, and insurance business. &PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and private businesses. The firm offers investment management and financial planning services using discretionary and non-discretionary approaches, combining proprietary strategies with third-party managers and utilizing fundamental, technical, and quantitative analysis.

Jackson Morrow is a CFP® and holds a Series 66 license. He is currently affiliated with &PARTNERS and has one year of industry experience. Prior to joining &PARTNERS, he worked at US Tech Solutions and held roles in education and golf course management. &PARTNERS serves a diverse range of clients, including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers investment management and financial planning services using a combination of proprietary and third-party strategies, with options for discretionary and non-discretionary account management.