The Partners 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.

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 licenses and has previously worked at SCF Investment Advisors, SCF Securities, Freeport McMoran, and JP Morgan Chase. Outside of advising, Morris serves as treasurer and finance committee chair on the board of United Way of Graham & Greenlee Counties and is involved in several non-investment-related business activities including insurance sales and accounting. ThePARTNERS Wealth Management serves individuals, families, trusts, estates, businesses, and retirement plans, 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 both internal and third-party models and typically manages client assets with discretionary authority.

Robert O'Quinn is a CFP® and holds a Series 66 license, with 13 years of industry experience. He currently serves at ThePARTNERS Wealth Management after seven years at Arcus Capital Partners, LLC. His prior experience includes roles at Scharf Investments, Bank of America, and Merrill. Arcus Capital Partners provides investment advisory and financial planning services primarily to high-net-worth individuals, charitable organizations, corporations, and retirement plans. The firm manages approximately $2.5 billion in client assets and offers customized portfolio construction utilizing a range of investment vehicles, including mutual funds, ETFs, hedge funds, and separate account managers.

Richard Wilkins is a financial advisor at The Partners Wealth Management with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Principal Securities and Principal Life Insurance Company. Outside of his advisory role, Wilkins is involved in baseball coaching and consulting in Ponte Vedra Beach, FL. The Partners Wealth Management serves individuals, families, trusts, estates, businesses, and retirement plans by providing comprehensive investment management, financial planning, and retirement-plan advisory services. The firm employs a multi-team advisor structure and utilizes customized portfolio strategies incorporating mutual funds, ETFs, individual equities, and fixed-income securities.

Derek Kartchner is a financial advisor at The Partners Wealth Management with a Series 65 credential and no prior industry experience before joining the firm in 2025. He has over a decade of experience in the insurance industry, serving as President and Managing Member of Gila Insurance Group LLC since 2016. The Partners Wealth Management serves individuals, families, trusts, estates, businesses, and retirement plans, 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 internal and third-party models, mutual funds, ETFs, equities, and fixed-income securities, generally with discretionary authority from clients.

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 at The Partners Wealth Management with 12 years of industry experience. He holds a Series 66 designation and has worked at firms including Osaic Wealth, Inc., Securities America Advisors, Inc., and Ladenburg Thalmann. Outside of his advisory role, he is involved in life insurance and annuity sales through his position with Gordon Wealth Insurance. The Partners Wealth Management serves individuals, families, trusts, estates, businesses, and retirement plans, providing comprehensive investment management, financial planning, consulting, and retirement-plan advisory services. The firm employs a multi-team advisor structure and uses customized portfolio strategies that incorporate internal and third-party models, mutual funds, ETFs, individual equities, and fixed-income securities.

Gregory Rutherford is a CFP® with 14 years of industry experience, currently serving as a financial advisor at The Partners Wealth Management since 2023. He previously worked at Cavalier Investments LLC from 2017 and Canter Compass LLC from 2015 to 2017. Outside of his advisory role, he is the owner and Chief Compliance Officer of ELITE TAMP LLC and Cavalier Investments LLC, both investment management firms. The Partners Wealth Management provides comprehensive investment management, financial planning, consulting, and retirement-plan advisory services to individuals, families, trusts, estates, businesses, and retirement plans. The firm operates a multi-team advisor structure and employs customized portfolio strategies utilizing internal and third-party models, mutual funds, ETFs, equities, and fixed-income securities.

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 The Partners Wealth Management with three years of industry experience. He holds a Series 65 credential and has worked at firms including Elite Portfolios, SVB Investment Services Inc, SVB Wealth LLC, Harbinger Group, IEQ Capital, and Welton Investment Partners. Outside of his advisory role, he is the CEO and founder of Midcoast Asset Management, an investment research and consulting business. The Partners Wealth Management serves individuals, families, trusts, estates, businesses, and retirement plans, offering investment management, financial planning, consulting, and retirement-plan advisory services through a multi-team advisor structure. The firm employs customized portfolio strategies using a variety of models and managers, primarily implementing mutual funds, ETFs, equities, and fixed-income securities.