&PARTNERS

Harry Vann is a financial advisor with AMB Wealth, LLC, holding a Series 63 designation and 28 years of industry experience. He has worked at Allen, Mooney & Barnes Investment Advisors and Brokerage Services since 2017 and previously held roles at SunTrust Advisory Services and Suntrust Investment Services from 2006 to 2017. Vann is also a licensed insurance agent for non-variable insurance sales. AMB Wealth, LLC provides discretionary portfolio management, financial planning, and consulting to individual and institutional clients, managing approximately $1.07 billion in assets. The firm employs a combination of global macro, sector allocation, quantitative screening, and qualitative analysis to manage individualized investment portfolios on a discretionary basis.

Michael Perry is a financial advisor at &PARTNERS with 29 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Advisors and Wells Fargo Clearing. &PARTNERS serves a diverse client base including individuals, retirement plans, charitable organizations, foundations, universities, corporations, and private business owners. The firm offers a range of services such as portfolio management, financial planning, estate and trust consulting, and retirement plan education, combining proprietary and third-party strategy models with both discretionary and non-discretionary management options.

Dominick Lapenna is a financial advisor at &Partners with nine years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Clearing from 2016 to 2024. Prior to his advisory career, he completed full-time education at SUNY Binghamton. &Partners serves a diverse client base including individuals, retirement plans, charitable organizations, and private business owners. The firm offers a range of services such as portfolio management, financial and tax planning, and retirement plan education, combining platform technology with proprietary and third-party strategies to provide both discretionary and non-discretionary management.

Amberlee Swift is a financial advisor at &PARTNERS with five years of industry experience. She holds Series 63 and Series 66 licenses and has worked at several firms, including Meridian Wealth Management of Michigan and Executive Wealth Management. Outside of financial advising, she is also a licensed real estate agent with ERA Reardon Realty. &PARTNERS serves a diverse client base that includes individuals, retirement plans, charitable organizations, and private business owners. The firm offers a range of services such as portfolio management, financial and tax planning, estate and trust consulting, and retirement plan education, combining proprietary and third-party strategy models with both discretionary and non-discretionary management options.

Aaron Yoon is a CFP® and ChFC® with 16 years of industry experience. He has worked at Edward Jones from 2009 to 2025 and joined &Partners in 2025. Outside of his advisory role, he is the sole member of two LLCs involved in real estate management and property coordination. &Partners serves a diverse client base including individuals, retirement plans, charitable organizations, and private business owners. The firm offers services such as portfolio management, financial and tax planning, estate and trust consulting, and retirement plan education, combining platform technology with proprietary and third-party strategy models to provide customized advisory solutions.

Charles James is a financial advisor at &PARTNERS with 25 years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory role, he is involved in homebuilding through a separate business and serves as secretary/treasurer of The Sumter Wateree Club, a timberland and recreation organization. &PARTNERS serves a diverse client base including individuals, retirement plans, and institutions, offering portfolio management, financial planning, and estate consulting. The firm combines platform technology with proprietary and third-party strategies and provides both discretionary and non-discretionary management options.

Jonathan Chasen is a CFP® and ChFC® with 25 years of industry experience. He is currently with &PARTNERS and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. He serves as a board member of the Charlottesville Economic Development Authority. &PARTNERS serves a diverse client base including individuals, retirement plans, charitable organizations, and private business owners, offering services such as portfolio management, financial planning, and estate consulting. The firm integrates platform technology with proprietary and third-party strategies, providing both discretionary and non-discretionary management options.

Richard Morgenstern is a CFP® with 45 years of experience in the financial industry. He is currently with &PARTNERS and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. &PARTNERS serves a diverse client base including individuals, retirement plans, charitable organizations, foundations, universities, corporations, and private business owners. The firm offers a range of services such as portfolio management, financial and tax planning, estate and trust consulting, and retirement plan education, combining platform technology with proprietary and third-party strategy models for customized client engagements.

Caroline Toniolo is a financial advisor at &Partners with seven years of industry experience. She holds the Series 66 designation and previously worked at Edward Jones and McLeod Health. Outside of her advisory role, she serves on the boards of the First Presbyterian Church Child Development Center and All Saints Episcopal Day School, where she also acts as treasurer. &Partners serves a diverse client base including individuals, retirement plans, charitable organizations, and private business owners. The firm offers portfolio management, financial planning, estate consulting, and retirement plan advisory services, combining platform technology with proprietary and third-party strategies to deliver customized solutions.

Ronald Eppler is a financial advisor at &Partners with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at &Partners since 2024. His previous roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC from 2011 to 2024. &Partners serves a diverse client base including individuals, retirement plans, charitable organizations, foundations, universities, corporations, and private business owners. The firm offers a range of services such as portfolio management, financial and tax planning, estate and trust consulting, and retirement plan education, combining proprietary and third-party strategy models with platform technology.

Clarissa Coombs is a financial advisor at &Partners with 24 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Fidelity Investments, TIAA-CREF, and Morgan Stanley. Outside of her advisory role, she serves as secretary and board member of the Suicide Prevention Foundation in Ithaca, NY. &Partners serves a diverse client base including individuals, retirement plans, charitable organizations, and private business owners. The firm offers comprehensive services such as portfolio management, financial and tax planning, estate consulting, and retirement plan education, utilizing a combination of proprietary and third-party strategy models.

Jared Miller is a financial advisor at &Partners with eight years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Clearing and Edward Jones. &Partners serves a diverse client base including individuals, retirement plans, charitable organizations, universities, corporations, and private business owners. The firm offers a comprehensive range of services such as portfolio management, financial and tax planning, estate and trust consulting, and retirement plan education, combining proprietary and third-party strategy models with both discretionary and non-discretionary management options.

Jackson Morrow is a financial advisor at &Partners with a Series 66 credential and approximately four years of experience. His prior work includes roles at US Tech Solutions and several educational institutions, including Western Washington University and local schools in Bellingham, WA. &Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable foundations, universities, private businesses, sovereign wealth funds, and banking institutions. The firm offers both investment advisory and broker-dealer services with a range of portfolio management, financial planning, and retirement plan support options.

Peter Derensis is a CFP® professional with 21 years of industry experience, currently serving as a financial advisor at &PARTNERS. His prior roles include positions at Wells Fargo Advisors and Wells Fargo Clearing, spanning over 14 years. He participates as a finance committee member for Chenango Valley Home. &PARTNERS serves a diverse client base including individuals, retirement plans, charitable organizations, and private business owners. The firm offers portfolio management, financial and tax planning, estate and trust consulting, and retirement plan advisory services, combining proprietary and third-party strategy models with both discretionary and non-discretionary management options.

Stephen Uzonyi is a financial advisor at &Partners with 24 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Raymond James & Associates and Pioneer Funds Distributor, Inc. before joining &Partners. &Partners serves a diverse client base including individuals, retirement plans, charitable organizations, foundations, universities, corporations, and private business owners. The firm offers a broad range of services such as portfolio management, financial and tax planning, estate and trust consulting, and retirement plan education, combining platform technology with proprietary and third-party strategy models to provide customized advisory solutions.