InvestmentNews | October 19, 2026
InvestmentNews highlights the move of Stonemere Wealth, a Seminole, Oklahoma-based advisory practice managing $323mm in client assets, from Edward Jones to &Partners.
Led by founder and wealth advisor Brian Geist, the team includes Gina Cheves and Kristina Paul. The practice serves business owners, pre-retirees, retirees, multigenerational families, and clients with financial interests tied to agriculture and energy.
The addition marks the 131st advisor practice to join &Partners, which reported $65 billion in assets at the end of the third quarter of 2026.
