The Partners Wealth Management

Bart Cutino is a financial advisor at The Partners Wealth Management with 19 years of industry experience. He holds a Series 66 designation and has worked previously at Centaurus Financial, Inc. and J P Turner & Company Capital Management, LLC. Outside of advising, he is a part owner and consultant at Sardine Factory, a family restaurant in Monterey, California. The Partners Wealth Management serves individuals, families, trusts, estates, businesses, and retirement plans, offering investment management, financial planning, and retirement-plan advisory services. The firm utilizes a combination of custom portfolios and model-based management with access to third-party managers, operating through the Amplify Platform to support client accounts.

Joseph Shalom is a financial advisor at The Partners Wealth Management with seven years of industry experience. He holds a Series 66 designation and has previously worked at Hornor Townsend & Kent LLC, MML Investors Services, LLC, and Mass Mutual Life Insurance Co. Outside of his advisory role, Joseph operates a travel agency where he researches and books hotel accommodations for clients. The Partners Wealth Management serves individuals, families, trusts, estates, businesses, and retirement plans by providing investment management, financial planning, and retirement-plan advisory services. The firm offers a combination of customized portfolios and model-based management, utilizing both internally developed and third-party investment models and managers.

Randall Barnes is a financial advisor with The Partners Wealth Management in Tucson, AZ, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His career includes roles at 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, and retirement-plan advisory services. The firm offers both customized portfolios and model-based management, combining internally developed models and third-party providers to manage client assets.

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, JP Morgan Chase Bank, and JP Morgan Securities. Outside of advisory work, Morris serves as the treasurer and finance committee chair on the board of directors for the United Way of Graham & Greenlee Counties. 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 and model-based portfolio management with access to third-party managers and mandates use of the Amplify Platform for trading and back-office functions.

Richard Wilkins is a financial advisor with The Partners Wealth Management in Ponte Vedra Beach, FL, holding Series 63 and Series 65 licenses and 16 years of industry experience. He previously worked at Principal Securities and Principal Life Insurance Company for 14 years before joining The Partners Wealth Management and Purshe Kaplan Sterling Investments. Outside of his advisory work, Wilkins is involved in baseball coaching and consulting. The Partners Wealth Management serves individuals, families, trusts, estates, businesses, and retirement plans, providing investment management, financial planning, and retirement-plan advisory services. The firm utilizes a combination of custom and model-based portfolios, including both in-house and third-party managers, and requires its advisors to use the Amplify Platform for portfolio management and trading.

Derek Kartchner is a Series 65 licensed financial advisor with The Partners Wealth Management and has one year of industry experience. He has served as President and Managing Member of Gila Insurance Group LLC since 2016. The Partners Wealth Management provides investment management, financial planning, and retirement-plan advisory services to individuals, families, trusts, estates, businesses, and retirement plans. The firm offers both customized portfolios and model-based management, utilizing internal models, third-party managers, and the Amplify Platform for client account management.

Adam Worth is a financial advisor at The Partners Wealth Management with a Series 66 designation and three years of industry experience. Prior to joining the firm, he worked at SCF Investment Advisors and SCF Securities, and spent eight years at Amazon Inc. The Partners Wealth Management serves individuals, families, trusts, estates, businesses, and retirement plans by providing investment management, financial planning, and retirement-plan advisory services. The firm offers both customized portfolios and model-based management, utilizing a combination of internal models, third-party providers, and outsourced managers.

Jaden Bookser is a financial advisor at The Partners Wealth Management with one year of industry experience. He holds the Series 66 designation and previously worked at OSAIC and CoActive Wealth Strategies. The Partners Wealth Management serves individuals, families, trusts, estates, businesses, and retirement plans, providing investment management, financial planning, and retirement-plan advisory services. The firm offers both customized portfolios and model-based management, combining internally developed and third-party models through a platform that supports discretionary account management and plan services.

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 several firms including OSAIC and Securities America Advisors, Inc. Broek also operates his own LLC alongside his advisory career. The Partners 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 customized portfolios and model-based management, utilizing both in-house models and third-party managers through its Amplify Platform.

Gregory Rutherford is a CFP® with 14 years of industry experience, currently serving at The Partners Wealth Management. He is also the owner and chief compliance officer of two affiliated firms, Elite Tamp LLC and Cavalier Investments LLC. Rutherford has worked in advisory roles since 2015 and manages multiple business activities related to investment models and portfolio management. The Partners Wealth Management serves individuals, families, trusts, estates, businesses, and retirement plans by providing investment management, financial planning, and retirement-plan advisory services. The firm utilizes a combination of internally developed and third-party models alongside custom portfolios and employs the Amplify Platform for back-office and trading functions.

Phillip Palmer is a financial advisor at The Partners Wealth Management with 26 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at SCF Investment Advisors, Health Net, and Global View Capital Advisors, among others. Palmer is involved in community activities, serving as treasurer for the Thatcher High School Booster Club. The Partners Wealth Management serves individuals, families, trusts, estates, businesses, and retirement plans by providing investment management, financial planning, and retirement-plan advisory services. The firm utilizes both customized and model-based portfolio management, combining internally developed models with third-party providers and requiring the use of the Amplify Platform for trading and back-office functions.

Brad Small is a financial advisor at The Partners Wealth Management with 26 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at OSAIC and American Portfolios Financial Services, Inc. Brad is involved with the Boy Scouts of America Hawk Mountain Council as a volunteer and serves as a board member. He also founded the Small Steps Scholarship Fund, a program supporting outstanding high school students pursuing higher education. The Partners Wealth Management serves individuals, families, trusts, estates, businesses, and retirement plans, offering investment management, financial planning, and retirement-plan advisory services. The firm provides customized and model-based portfolio management, utilizing both internal and third-party models and managers, with a focus on discretionary accounts.

Cylynn Sheffield is a financial advisor at The Partners Wealth Management in Bellingham, WA. She holds a Series 65 designation and has been in the industry since 2022, with prior experience at Copytalk Business Services and TW Smith Planning and Investments. The Partners Wealth Management serves individuals, families, trusts, estates, businesses, and retirement plans, offering investment management, financial planning, and retirement-plan advisory services. The firm provides both customized portfolios and model-based management, utilizing internally developed models, third-party managers, and the Amplify Platform for back-office and trading functions.

Kathleen Elliott is a Series 65-licensed financial advisor at The Partners Wealth Management with 12 years of industry experience. She previously worked at Trivelloni Risk Management LLC and Trivelloni Asset Management, LLC, as well as Premier Estate Planners, LLC. The Partners Wealth Management serves individuals, families, trusts, estates, businesses, and retirement plans, providing investment management, financial planning, and retirement-plan advisory services. The firm offers both customized portfolios and model-based management, utilizing a combination of internally developed models, third-party providers, and outsourced managers.

Justin Balas is a financial advisor at The Partners Wealth Management with three years of industry experience. He holds a Series 65 designation and previously worked at firms including ELITE Portfolios, SVB Investment Services Inc, and Welton Investment Partners. In addition to his advisory role, he is the CEO and founder of Midcoast Asset Management, where he conducts investment research and consulting. The Partners Wealth Management serves individuals, families, trusts, estates, businesses, and retirement plans with investment management, financial planning, and retirement plan advisory services. The firm combines custom portfolios, internally developed and third-party models, and outsourced investment managers, utilizing the Amplify Platform for back-office support, trading, and model access.