Indivisible Partners

Zachary Hope is a financial advisor at Indivisible Partners with 12 years of industry experience. He holds a Series 66 designation and previously worked at Stifel, Nicolaus & Company, Bank of America, and Merrill Lynch. Indivisible Partners provides investment advisory and financial planning services to individuals, personal trusts, corporations, and retirement plans. The firm offers both discretionary and non-discretionary portfolio management, utilizing model portfolios and third-party managers to tailor strategies for its clients.

Christopher Tieland is a financial advisor at Indivisible Partners with 22 years of industry experience. He holds a Series 66 designation and has worked at firms including Rockefeller Financial LLC and Morgan Stanley Smith Barney LLC. Indivisible Partners provides investment advisory and financial planning services to individuals, personal trusts, corporations, and retirement plans. The firm offers both discretionary and non-discretionary portfolio management, utilizing model portfolios and outsourced support to implement strategies.

Lee Woodring is a financial advisor at Indivisible Partners with 29 years of industry experience. He previously worked at Bank of America and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Outside of his advisory role, Woodring is a co-owner of several family rental property businesses and is licensed as an insurance agent. Indivisible Partners provides investment advisory and financial planning services to individuals, personal trusts, corporations, and retirement plans. The firm offers both discretionary and non-discretionary portfolio management, financial planning, and ERISA plan advisory, utilizing model portfolios and third-party managers to tailor strategies to client needs.

Sandra Bolton is a financial advisor with Indivisible Partners in Bradenton, FL, holding Series 63, Series 65, and Series 66 licenses and 26 years of industry experience. Her prior roles include positions at Ameriprise Financial Services, Merrill Lynch, and FS Investment Solutions. Indivisible Partners provides investment advisory and financial planning services to individuals, personal trusts, corporations, and retirement plans, offering portfolio management and ERISA plan advisory through both discretionary and non-discretionary strategies. The firm employs model portfolios and third-party services to tailor recommendations to client needs.

Ellen Bradford is a financial advisor at Indivisible Partners with seven years of industry experience. She holds a Series 66 designation and has worked at firms including Somerset Advisory, Hightower Advisors, Wells Fargo Clearing Services, and UBS Financial Services. Indivisible Partners provides investment advisory and financial planning services to individuals, personal trusts, corporations, and retirement plans. The firm offers portfolio management and third-party manager selection, delivering both discretionary and non-discretionary services tailored to client circumstances.

Ethan Hafner is a financial advisor with UBS Financial Services in Chicago, IL, holding a Series 66 designation and 28 years of industry experience. He has been with UBS Financial Services Inc. since 2009. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client solutions.

John Thiel is a financial advisor with Indivisible Partners in Clearwater, FL, holding Series 63 and Series 65 licenses and 29 years of industry experience. He spent nearly three decades at Merrill Lynch before retiring in 2018 and returning to advisory work in 2024. Outside of his advisory role, Thiel is a senior advisor and partner at My Next Season, a retirement consulting business. Indivisible Partners provides investment advisory and financial planning services to individuals, personal trusts, corporations, and retirement plans. The firm offers portfolio management, third-party manager selection, and ERISA plan advisory, delivering both discretionary and non-discretionary services tailored to client needs.

Paul Lambert is a financial advisor at Indivisible Partners with 30 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Merrill Lynch for three decades before joining Indivisible Partners in 2025. Lambert also serves as Chair of the Emeritus Board for the nonprofit Chicago Run and is involved with Bras Coupé, a nonprofit fishing camp in Canada, where he participates on the Executive and Membership Committees. Additionally, he consults for Bates Group LLC, assisting with business development and marketing. Indivisible Partners provides investment advisory and financial planning services to individuals, personal trusts, corporations, and retirement plans. The firm offers portfolio management, third-party manager selection, and ERISA plan advisory, delivering both discretionary and non-discretionary services tailored to client needs.

Andrew Cardillo is a financial advisor at UBS Financial Services in Chicago, IL, holding a Series 66 designation with nine years of industry experience. He has been with UBS since 2015. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor strategies to clients’ goals and risk tolerances.

Maria Mote is a financial advisor at Indivisible Partners with one year of industry experience. She holds a Series 65 designation and has previously worked at Hightower Advisors, LLC. Outside of advisory roles, she has experience with several other organizations including the University of Alabama at Birmingham and WeCare Pools. Indivisible Partners provides investment advisory and financial planning services to individuals, personal trusts, corporations, and retirement plans. The firm offers portfolio management, third-party manager selection, financial planning, and ERISA plan advisory, delivering both discretionary and non-discretionary services tailored to client circumstances.

Kevin Karrh is a CFP® with 26 years of industry experience, currently serving as a financial advisor at Indivisible Partners since 2025. His prior roles include positions at 1919 Investment Counsel, Stifel Nicolaus, Bank of America, and Merrill Lynch. Outside of advisory work, he is involved in managing a family-owned farm business in West Texas. Indivisible Partners provides investment advisory and financial planning services to individuals, personal trusts, corporations, and retirement plans. The firm offers both discretionary and non-discretionary portfolio management, financial planning, and ERISA plan advisory, utilizing model portfolios and third-party managers to tailor strategies to client needs.

Emily Lassiter is a financial advisor at Indivisible Partners with five years of industry experience. She holds a Series 65 designation and has worked at firms including Somerset Advisory, Hightower Advisors LLC, and Ronald Blue Trust. Indivisible Partners provides investment advisory and financial planning services to individuals, personal trusts, corporations, and retirement plans. The firm offers portfolio management, third-party manager selection, financial planning, and ERISA plan advisory, delivering both discretionary and non-discretionary services tailored to client circumstances.

Kevin Mcculley is a CFP® and CFA® with 11 years of experience in financial advisory roles. He is currently with Indivisible Partners in Golden, CO, and has previously worked at Private Capital Management and Cherry Hills Investment Advisors. Indivisible Partners provides investment advisory and financial planning services to individuals, personal trusts, corporations, and retirement plans. The firm offers both discretionary and non-discretionary portfolio management, financial planning, and ERISA plan advisory, utilizing model portfolios and outsourced support to implement strategies.

Robert Leroy is a financial advisor at Indivisible Partners with 16 years of industry experience. He holds a Series 66 designation and previously worked at Bank of America, N.A. for 11 years and Merrill Lynch, Pierce, Fenner & Smith Incorporated for 18 years. Indivisible Partners provides investment advisory and financial planning services to individuals, personal trusts, corporations, and retirement plans. The firm offers both discretionary and non-discretionary portfolio management, financial planning, and ERISA plan advisory, utilizing model portfolios and outsourced support to implement strategies.

Stephen Hostetler is a CFA® charterholder with 24 years of industry experience. He is currently a financial advisor at Indivisible Partners, where he has worked since 2024, following a 23-year tenure at Merrill. Indivisible Partners provides investment advisory and financial planning services to individuals, personal trusts, corporations, and retirement plans. The firm offers portfolio management, third-party manager selection, and ERISA plan advisory, delivering both discretionary and non-discretionary services tailored to client needs.