MOVES IN THE NEWS

&Partners Recruits $323mm Edward Jones Team in Oklahoma

| Moves in the News | &Partners Recruits $323mm Edward Jones Team in Oklahoma
Brian Geist and his Stonemere Wealth team have joined &Partners from Edward Jones, bringing $323mm in client assets, as reported by Financial Advisor.

Financial Advisor magazine

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.

Read the full article in Financial Advisor →

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