ThePartners Wealth Management

Bart Cutino is a financial advisor at ThePARTNERS Wealth Management with 18 years of industry experience. He holds a Series 66 designation and previously worked at Centaurus Financial, Inc. from 2013 to 2021. Outside of advising, he is a part owner and consultant for the Sardine Factory, a family restaurant in Monterey, CA. ThePARTNERS Wealth Management serves individuals, families, trusts, estates, businesses, and retirement plans by providing comprehensive investment management, financial planning, consulting, and retirement-plan advisory services through a multi-team advisor structure. The firm employs customized portfolio strategies using a range of models and investment vehicles, generally with discretionary authority granted by clients.

Joseph Shalom is a Series 66-licensed financial advisor with six years of industry experience. He currently works at ThePARTNERS Wealth Management and previously held positions at Hornor Townsend & Kent LLC, MML Investors Services, LLC, and Mass Mutual Life Insurance Co. Outside of advisory work, Shalom operates a travel agency that assists clients with hotel research and bookings. ThePARTNERS Wealth Management serves individuals, families, trusts, estates, businesses, and retirement plans by providing investment management, financial planning, and retirement-plan advisory services. The firm combines custom portfolios and model-based management, using both internal and third-party resources, and requires advisors to utilize the Amplify Platform for trading and model access.

Randall Barnes is a financial advisor at The Partners Wealth Management with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including SCF Investment Advisors, Transamerica Financial Advisors, RCB Financial Services, and World Financial Group. The Partners Wealth Management serves individuals, families, trusts, estates, businesses, and retirement plans by providing investment management, financial planning, consulting, and retirement-plan advisory services. The firm uses a multi-team advisor structure and employs customized portfolio strategies through both internal and third-party models, typically implementing mutual funds, ETFs, equities, and fixed-income securities.

Daniel Morris is a financial advisor at ThePARTNERS Wealth Management with 10 years of industry experience. He holds Series 63 and Series 65 credentials and has prior work history with SCF Investment Advisors, SCF Securities, JP Morgan Chase Bank, and Freeport McMoran. Outside of his advisory role, Morris serves as treasurer and finance committee chair on the board of directors for United Way of Graham & Greenlee Counties. ThePARTNERS Wealth Management serves individuals, families, trusts, estates, businesses, and retirement plans, providing investment management, financial planning, and retirement-plan advisory services. The firm combines customized portfolios and model-based management with access to third-party managers and uses the Amplify Platform for trading and portfolio oversight.

Richard Wilkins is a financial advisor with ThePartners Wealth Management based in Ponte Vedra Beach, FL. He holds Series 63 and Series 65 licenses and has 16 years of industry experience, including 14 years with Principal Securities and Principal Life Insurance Company. Outside of financial advising, Wilkins is involved in baseball coaching and consulting. ThePartners Wealth Management serves individuals, families, trusts, estates, businesses, and retirement plans by providing investment management, financial planning, and retirement-plan advisory services. The firm combines proprietary and third-party models with discretionary management options and requires advisors to use the Amplify Platform for trading and portfolio management.

Derek Kartchner is a financial advisor at ThePARTNERS Wealth Management with one year of industry experience. He holds a Series 65 credential and has been the President and Managing Member of Gila Insurance Group LLC since 2016. ThePARTNERS Wealth Management serves individuals, families, trusts, estates, businesses, and retirement plans with investment management, financial planning, and retirement-plan advisory services. The firm offers both customized portfolios and model-based management, combining internally developed models, third-party model providers, and outsourced investment managers.

Adam Worth is a financial advisor at The Partners Wealth Management with two years of industry experience. He holds a Series 66 designation and previously worked at SCF Investment Advisors, SCF Securities, and Amazon Inc. The Partners Wealth Management serves individuals, families, trusts, estates, businesses, and retirement plans by providing investment management, financial planning, consulting, and retirement-plan advisory services. The firm employs a multi-team advisor structure and uses customized portfolio strategies implemented through various models and managers, typically with discretionary authority from clients.

Jaden Bookser is a financial advisor at The Partners Wealth Management with a Series 66 designation and one year of industry experience. Prior to joining The Partners Wealth Management, he worked at Osaic Wealth, Inc. and CoActive Wealth Strategies. The Partners Wealth Management serves individuals, families, trusts, estates, businesses, and retirement plans by providing comprehensive investment management, financial planning, consulting, and retirement-plan advisory services through a multi-team advisor structure. The firm uses customized portfolio strategies and various model approaches, typically implementing mutual funds, ETFs, individual equities, and fixed-income securities.

Tyler Broek is a financial advisor with ThePartners Wealth Management in Miami, FL, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at OSAIC and Securities America Advisors, Inc., and he has operated his own firms, Gordon Wealth Financial Life Advisors LLC and Tyler Broek LLC, since 2017. He also has experience in the sale of life insurance and annuities through his role as a licensed representative. ThePartners Wealth Management serves individuals, families, trusts, estates, businesses, and retirement plans by offering investment management, financial planning, and retirement-plan advisory services. The firm employs a combination of customized portfolios and model-based management, utilizing both in-house and third-party model providers, with a required platform for trading and model access.

Gregory Rutherford is a CFP®-designated financial advisor with 14 years of industry experience. He is currently with ThePARTNERS Wealth Management and is also the owner and Chief Compliance Officer of Elite TAMP LLC and Cavalier Investments LLC, firms that provide investment models and advisory services. ThePARTNERS Wealth Management serves individuals, families, trusts, estates, businesses, and retirement plans, offering investment management, financial planning, and retirement-plan advisory services through a combination of customized portfolios and model-based discretionary account management. The firm integrates internally developed models with third-party providers and requires its advisors to use the Amplify Platform for back-office, trading, and model access.

Phillip Palmer is a financial advisor at The Partners Wealth Management with 25 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at SCF Investment Advisors, Health Net, and Global View Capital Advisors. Outside of advisory work, he serves as treasurer for the Thatcher High School Booster Club. The Partners Wealth Management serves individuals, families, trusts, estates, businesses, and retirement plans, providing comprehensive investment management and financial planning services through a multi-team advisor structure. The firm uses customized portfolio strategies combining internal and third-party models, with clients typically granting discretionary authority for implementation.

Brad Small is a financial advisor with ThePARTNERS Wealth Management in Sinking Spring, PA, holding Series 63 and Series 66 licenses and 26 years of industry experience. His prior roles include positions at OSAIC Wealth, Inc. and American Portfolios Financial Services, Inc. Outside of advising, he is a board member of the Boy Scouts of America Hawk Mountain Council and founder of the Small Steps Scholarship Fund, which supports outstanding high school students pursuing higher education. ThePARTNERS Wealth Management serves individuals, families, trusts, estates, businesses, and retirement plans, providing comprehensive investment management, financial planning, and consulting through a multi-team advisor structure. The firm employs customized portfolio strategies using internal and third-party models and typically holds discretionary authority to implement these strategies on behalf of clients.

Cylynn Sheffield is a financial advisor at The Partners Wealth Management in Bellingham, WA, holding a Series 65 designation with one year of industry experience. Prior to joining The Partners Wealth Management, Sheffield worked at Copytalk Business Services and TW Smith Planning and Investments. The Partners Wealth Management serves individuals, families, trusts, estates, businesses, and retirement plans by providing comprehensive investment management, financial planning, consulting, and retirement-plan advisory services through a multi-team advisor structure. The firm employs customized portfolio strategies using a combination of internally developed and third-party models, mutual funds, ETFs, equities, and fixed-income securities.

Kathleen Elliott is a Series 65-licensed financial advisor with 12 years of industry experience. She currently works at The Partners Wealth Management and has previously been affiliated with Trivelloni Risk Management LLC, Trivelloni Asset Management, LLC, and Premier Estate Planners, LLC. The Partners Wealth Management serves individuals, families, trusts, estates, businesses, and retirement plans by providing investment management, financial planning, consulting, and retirement-plan advisory services. The firm employs a multi-team advisor structure and uses customized portfolio strategies that include internally developed and third-party models, implementing a range of investment vehicles such as mutual funds, ETFs, equities, and fixed-income securities.

Justin Balas is a financial advisor at ThePARTNERS Wealth Management in Carmel by the Sea, CA, holding a Series 65 designation with three years of industry experience. He has worked at several firms including ELITE Portfolios, SVB Wealth LLC, and Harbinger Group. Balas is also the CEO and founder of Midcoast Asset Management, an investment research and consulting business. ThePARTNERS Wealth Management serves individuals, families, trusts, estates, businesses, and retirement plans with investment management, financial planning, and retirement-plan advisory services. The firm offers both customized portfolios and model-based management, combining internally developed models with third-party providers and requires use of the Amplify Platform for back-office, trading, and model access.