Austin, TX Bee Caves Road Office

James Wolslager is a financial advisor at &Partners with 25 years of industry experience. He holds a Series 66 credential and has worked with firms including Merrill, Bank of America, and Wells Fargo Clearing Services. Outside of finance, he is involved in managing several full-service restaurants in Austin, Texas. &Partners serves a diverse client base that includes high-net-worth individuals, retirement plans, and institutions. The firm offers investment management and advisory services through a mix of proprietary and third-party strategies, utilizing the Envestnet platform and NFS brokerage infrastructure.

Ezra Lagan is a financial advisor at &Partners with five years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Dimensional Fund Advisors, Foreside Fund Services, and Morgan Stanley among others. Outside of his advisory work, he is a partial owner and operator of BB’s, a food truck business in Austin, Texas. &Partners serves a diverse client base, including high-net-worth individuals, institutions, and private businesses, offering investment management, financial and tax planning, and retirement-plan consulting. The firm employs a combination of fundamental, technical, and quantitative analysis implemented through proprietary and third-party strategies, with both discretionary and non-discretionary management options.

Shannon Simar is a financial advisor at &PARTNERS with 19 years of industry experience. She holds Series 63, 65, and 66 licenses and has worked at firms including Wells Fargo Clearing, Stifel Nicolaus & Co Inc, Raymond James & Associates, Deutsche Bank Securities Inc., Citigroup Global Markets, The Portola Group Inc, and Banc Of America Securities LLC. She serves as a board member of Pat's Legacy, a family nonprofit foundation that makes annual charitable donations. &PARTNERS serves a diverse clientele including high-net-worth individuals, retirement plans, charitable organizations, foundations, universities, trusts, private businesses, and corporations. The firm offers investment management, financial and tax planning, retirement plan consulting, and brokerage services using a mix of fundamental, technical, and quantitative analysis, with both proprietary and third-party strategies.

Ann Connolly is a CFP® with 23 years of industry experience, currently serving as a financial advisor at &Partners since 2025. Her prior roles include positions at Wells Fargo Clearing, Stifel Nicolaus & Co Inc, and Raymond James & Associates. Outside of advisory work, she owns and manages several business ventures in Dripping Springs, TX, including a ranch, Airbnb rentals, and a land development company. &Partners serves a diverse client base ranging from individuals to institutions, offering investment management, financial and tax planning, and retirement-plan consulting. The firm employs a variety of analytical approaches and utilizes both proprietary and third-party strategies to manage accounts on discretionary and non-discretionary bases.

Edward Wingrove is a financial advisor at &PARTNERS with 36 years of industry experience and holds a Series 63 designation. His prior roles include positions at Wells Fargo Clearing, Stifel Nicolaus & Co Inc, Raymond James & Associates, and Morgan Keegan & Company, LLC. Wingrove is involved in several family business entities, including interests in a restaurant and multiple residential properties. &PARTNERS serves a diverse client base, including high-net-worth individuals, retirement plans, charitable organizations, and private businesses. The firm offers investment management, financial and tax planning, and retirement-plan consulting using a range of strategies and platforms, with advisory services provided on both discretionary and non-discretionary bases.

Aaron Connolly is a financial advisor at &PARTNERS with six years of industry experience. He holds a Series 66 designation and has worked previously at Wells Fargo and Stifel. &PARTNERS serves a diverse range of individual and institutional clients, offering investment management, financial and tax planning, and retirement-plan consulting through both discretionary and non-discretionary approaches. The firm employs a combination of fundamental, technical, and quantitative analysis and provides services under dual registration as a registered investment adviser and broker-dealer.