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Financial Advisor | October 19, 2026
Brian Geist and his Stonemere Wealth team in Seminole, Oklahoma, have joined &Partners from Edward Jones, where Geist began his career in 2009.
The team oversees $323mm in client assets and includes support staff Gina Cheves and Kristina Paul. Stonemere Wealth serves business owners, pre-retirees, retirees, multigenerational families, and clients with agricultural and energy-related financial interests.
The move marks the 131st advisor practice to join &Partners since its founding in 2023. The hybrid broker-dealer and RIA reported $65 billion in assets as of September 30, 2026.