Tyler, TX Office

Team
Updated today
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&PARTNERS

Enterprise

Firm-wide stats for &PARTNERS

Total advisors

556

Across 189 offices

Clients per advisor

97 High

Avg AUM per client

$384,909 Typical

HNW client ratio

22% Typical

About

&Partners serves a broad mix of individual and institutional clients, including high‑net‑worth individuals, retirement plans, charitable organizations, foundations, universities, trusts, private businesses and corporations. The firm provides investment management, financial and tax planning, ERISA 3(21) consulting, retirement‑plan participant discretionary management and brokerage services under its dual registration as a registered investment adviser and a broker‑dealer.

Investment management is offered on discretionary and non‑discretionary bases using the Envestnet portfolio platform and NFS brokerage infrastructure, and accounts may be managed directly by an &Partners financial advisor or by third‑party managers selected through the firm’s due‑diligence processes. The firm uses a mix of fundamental, technical and quantitative analysis, model portfolios and both proprietary and third‑party strategies, with ongoing monitoring and periodic account reviews.

Distinctive features disclosed in the brochure include &Partners’ registration as a municipal advisor and its capacity to act in underwriting and municipal advisory roles, the firm’s continued use of transaction‑based compensation and occasional principal trades in addition to advisory fees, and the availability of subscription research products such as a paid weekly market commentary. The firm has also expanded third‑party advisory earnings arrangements—under which some financial advisors share a portion of their advisory revenues with a third party in exchange for an equity interest—and many financial advisors are indirect owners of the holding company, arrangements the firm identifies and supervises in its disclosures.

Based on &PARTNERS

Expertise

Wealth management Equity compensation tax strategy Retirement income strategy Business exit / sale strategy

Based on &PARTNERS

Occupation focus

Founder/Business Owner Executive Retired

Based on &PARTNERS

Location

6101 South Broadway Avenue, Ste 115

Tyler TX 75703

Advisors at this office

9

Advisors at this office

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Laura J

CFP®, Series 66

Tyler, TX

&PARTNERS

Laura Johnston is a CFP® certificant with 22 years of industry experience. She is currently a financial advisor with &Partners, LLC and has prior experience at Wells Fargo Advisors and Wells Fargo Clearing. &Partners serves a diverse client base including 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 services using a combination of proprietary and third-party strategies, with both discretionary and non-discretionary account management.

Wealth management Equity compensation tax strategy Retirement income strategy Business exit / sale strategy Founder/Business Owner Executive Retired
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Brandon J

Series 63

Tyler, TX

&PARTNERS

Brandon Johnston is a financial advisor at &Partners with 27 years of industry experience. He holds a Series 63 designation and has previously worked at Wells Fargo Advisors and Wells Fargo Clearing. &Partners serves a diverse client base, including high-net-worth individuals, retirement plans, charitable organizations, foundations, universities, trusts, private businesses, and corporations. The firm offers investment management and financial planning services, utilizing a mix of fundamental, technical, and quantitative analysis through both proprietary and third-party strategies.

Wealth management Equity compensation tax strategy Retirement income strategy Business exit / sale strategy Founder/Business Owner Executive Retired
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Tonya W

Series 63, Series 66

Tyler, TX

&PARTNERS

Tonya Walsworth is a financial advisor at &Partners with 27 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Wells Fargo Advisors, Morgan Stanley, and Citigroup Global Markets. &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 combination of fundamental, technical, and quantitative analysis and provides both discretionary and non-discretionary account management through a variety of proprietary and third-party strategies.

Wealth management Equity compensation tax strategy Retirement income strategy Business exit / sale strategy Founder/Business Owner Executive Retired
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Cara C

Series 66

Tyler, TX

&PARTNERS

Cara Castagno is a financial advisor at &PARTNERS with Series 66 credentials and one year of industry experience. Prior to joining &PARTNERS, she owned and operated Petal Patisserie, a licensed cottage bakery in Texas, and has experience working at Andrews Center and Amberton University. She is based in Tyler, TX. &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, employing a variety of analytical approaches and both proprietary and third-party strategies.

Wealth management Equity compensation tax strategy Retirement income strategy Business exit / sale strategy Founder/Business Owner Executive Retired
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Gregory S

Series 63, Series 65

Tyler, TX

&PARTNERS

Gregory Strnadel is a financial advisor with &Partners, holding Series 63 and Series 65 designations and over 37 years of industry experience. His prior roles include positions at Wells Fargo Advisors and Wells Fargo Clearing. Outside of advising, he owns and manages a hunting and fishing property and is involved in aircraft ownership. &Partners serves a diverse client base including high-net-worth individuals, retirement plans, and charitable organizations, offering investment management and financial planning services through a combination of discretionary and non-discretionary approaches using both proprietary and third-party strategies.

Wealth management Equity compensation tax strategy Retirement income strategy Business exit / sale strategy Founder/Business Owner Executive Retired
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Presley J

Series 66

Tyler, TX

&PARTNERS

Presley Johnston is a financial advisor at &PARTNERS based in Tyler, TX, holding a Series 66 designation with less than one year of industry experience. Prior to joining &PARTNERS, he held various roles in education and other sectors, including positions at Texas A&M University and several school districts. &PARTNERS serves a diverse client base that includes high-net-worth individuals, institutions, and corporations. The firm offers a range of investment management and advisory services using multiple analytical approaches and proprietary platforms, with both discretionary and non-discretionary account management options.

Wealth management Equity compensation tax strategy Retirement income strategy Business exit / sale strategy Founder/Business Owner Executive Retired
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Tiffany O

Series 63, Series 66

Tyler, TX

&PARTNERS

Tiffany Olason is a financial advisor with \u0026Partners who holds Series 63 and Series 66 credentials and has 21 years of industry experience. Her prior work includes roles at Wells Fargo Advisors and Wells Fargo Clearing. \u0026Partners serves a diverse range of clients, including high-net-worth individuals, retirement plans, and institutional entities. The firm offers investment management, financial and tax planning, and retirement-plan consulting services through both discretionary and non-discretionary approaches, utilizing proprietary and third-party strategies.

Wealth management Equity compensation tax strategy Retirement income strategy Business exit / sale strategy Founder/Business Owner Executive Retired
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Jerome S

Series 66

Tyler, TX

&PARTNERS

Jerome Shick is a financial advisor at &Partners with eight years of industry experience. He holds the Series 66 designation and has previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Prior to his financial services career, he served in the U.S. Navy for 24 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 services using both proprietary and third-party strategies, and operates as a dual-registered investment adviser and broker-dealer.

Wealth management Equity compensation tax strategy Retirement income strategy Business exit / sale strategy Founder/Business Owner Executive Retired
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Cason S

Series 66

Tyler, TX

&PARTNERS

Cason Strnadel is a financial advisor at &PARTNERS with one year of industry experience. He holds a Series 66 designation and has previous work experience at Cognex Corporation, Keyence, Simplot Grower Solutions, and The Association of Former Students. Before entering financial advising, he spent eight years in full-time education. &PARTNERS serves a diverse client base including individuals, institutions, retirement plans, and charitable organizations. The firm offers investment management, financial and tax planning, and retirement consulting through both discretionary and non-discretionary approaches using multiple analysis methods and a variety of proprietary and third-party strategies.

Wealth management Equity compensation tax strategy Retirement income strategy Business exit / sale strategy Founder/Business Owner Executive Retired
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