Abigail Williams is a CFP® and Series 65-licensed financial advisor with three years of industry experience. She is currently with Naviant Partners, LLC, having previously worked at Stone Oak Wealth Management, CapFinancial Partners, Covenant Multi-Family Offices, Reliance Bank Limited, and Texas A&M University. Outside of her advisory role, she is an Independent Market Partner for MONAT Global Corp., promoting haircare, skincare, and makeup products. Naviant Partners provides discretionary investment management, wealth planning, and retirement plan advisory services for individuals, high-net-worth clients, trusts, businesses, and plan sponsors. The firm employs a primarily long-term investment process incorporating modern portfolio theory and various analytical approaches, with a notable focus on retirement plan consulting and ERISA-related fiduciary services.

Donald Laurence Jr. is a CFP® with 28 years of industry experience, currently serving as a financial advisor at Naviant Partners, LLC. He previously worked at Stone Oak Wealth Management, Raymond James & Associates, Wells Fargo Clearing, Hilltop Securities, and UBS Financial Services. Laurence is a board member of the Respite Care of San Antonio Foundation, involved in endowment oversight and fundraising activities. Naviant Partners provides discretionary investment management, wealth planning, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, estates, retirement plans, and businesses. The firm employs a long-term investment approach with an emphasis on ETFs and low-cost diversified mutual funds, combining multiple analytical methods and decision-support tools under human review.