Peter Martin is a financial advisor with Cerity Partners LLC in Fort Worth, TX, holding a Series 66 designation and having 10 years of industry experience. His prior roles include positions at Arkadios Capital, BD4RIA, Inc., Martin Haley, LLC, Karsten Advisors, and Triad Advisors, Inc. Cerity Partners provides customized wealth management services to a broad national clientele, including individuals, families, trusts, estates, business entities, and institutional investors. The firm emphasizes tailored asset allocation, manager selection, and private-market investment offerings using proprietary quantitative screens alongside third-party managers and individual securities.

James Ray is a financial advisor at Cerity Partners LLC with three years of industry experience. He holds the Series 66 designation and has worked previously at Merrill Lynch, Fidelity Investments, and Guy Rodgers Private Wealth Strategies. Prior to his financial career, he was a professional golfer. Cerity Partners is an SEC-registered investment adviser serving a broad client base that includes individuals, families, trusts, corporations, charitable institutions, and other institutional investors. The firm offers a range of services including investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, with a focus on diversified asset allocation and customized portfolios.

Jeffrey Paladini is a CFP® with 24 years of experience in the financial advisory industry, currently with Cerity Partners LLC since 2019. His prior experience includes roles at Arkadios Capital, BD4RIA, Inc., Triad Advisors Inc, and Karsten Advisors. Outside of his advisory work, he is involved in a construction company in Colorado as a one-third owner. Cerity Partners is an SEC-registered investment adviser serving a diverse client base including individuals, families, trusts, corporations, and institutional investors. The firm offers customized portfolio management with an emphasis on diversified asset allocation, combining proprietary quantitative screening and third-party managers, along with a range of services such as financial planning, tax and insurance support, and access to alternative and private-market investments.

Christopher Mc Neal is a financial advisor at Cerity Partners LLC in Fort Worth, TX, with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at LPL Financial LLC, RBC Capital Markets, LLC, Raymond James Financial Services Advisors, Inc., and Jackson National Distributors, LLC. Cerity Partners provides customized wealth management and related services to a wide range of clients, including individuals, families, trusts, estates, business entities, charitable organizations, and institutional investors. The firm employs tailored asset allocation and proprietary quantitative screening alongside third-party managers and individual securities, and operates multiple private-markets offerings and affiliated consulting and insurance practices.

Henry Jackson is a financial advisor at Cerity Partners LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at Worldwide Express, CBI Insurance, and Cincinnati Insurance Company. Jackson studied at Baylor University and Kentucky Country Day. Cerity Partners provides customized wealth management and related services to a broad national client base, including high-net-worth individuals, families, trusts, business entities, charitable organizations, and institutional investors. The firm employs tailored asset allocation, manager selection, and periodic rebalancing, incorporating proprietary quantitative screens alongside third-party managers and individual securities.

Gregory Czarnecky is a financial advisor with Cerity Partners LLC in Fort Worth, TX, holding Series 63 and Series 66 licenses and three years of industry experience. His prior roles include positions at Fidelity Investments, Uber Eats, and HR Solid Foundation. Cerity Partners provides customized wealth management and related services to a diverse national client base, including individuals, families, trusts, business entities, and institutional investors. The firm offers tailored asset allocation, manager selection, and access to alternative and private-market investments through proprietary quantitative screens and third-party managers.

Thomas Richardson III is a financial advisor at Cerity Partners LLC with 28 years of industry experience. He holds a Series 63 designation and has previously worked at firms including Arkadios Capital and Karsten Advisors. Based in Fort Worth, TX, Richardson has a long tenure in the financial services field, spanning multiple roles since 1997. Cerity Partners is an SEC-registered investment adviser serving a diverse client base that includes high-net-worth individuals, families, trusts, corporations, and institutional investors. The firm provides a range of services such as investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, focusing on customized, diversified portfolios and private market programs for qualified clients.

Alexey Kassabov is a CFP® professional currently with Cerity Partners LLC in Fort Worth, TX. He has prior experience at Capital One and Flaherty Salmin CPAS, as well as teaching roles at St. John Fisher University and Pittsford Sutherland High School. Cerity Partners is an SEC-registered investment adviser serving a diverse client base including high-net-worth individuals, families, trusts, corporations, and institutional investors. The firm offers a range of services such as investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, with a focus on customized, diversified portfolios.

Austin Little is a CFP® with eight years of industry experience, currently serving as a financial advisor at Cerity Partners LLC in Fort Worth, TX. His prior roles include positions at Arkadios Capital, Securities America Advisors, and Clarity Financial Group. Cerity Partners provides customized wealth management and related services to a broad national client base, including individuals, families, trusts, business entities, and institutional investors. The firm emphasizes tailored asset allocation and manager selection, integrating proprietary quantitative screens with external managers and individual securities.

Mark Wakeley is a CFP® with 39 years of industry experience, currently serving as an investment advisor at Cerity Partners LLC since 2019. His prior roles include positions at Karsten Advisors, Triad Advisors, and a long tenure at H.D. Vest Advisory Services and H.D. Vest Investment Services. He also operates Wakeley Financial Services, which provides tax preparation and brokerage services. Cerity Partners is an SEC-registered investment adviser serving a diverse client base including individuals, families, trusts, corporations, and institutional investors. The firm offers a range of services such as investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, emphasizing diversified asset allocation and customized portfolios.

Allen Kozel is a financial advisor at Cerity Partners LLC with 11 years of industry experience. He holds the CFP® designation and Series 66 license. His prior experience includes roles at Envoy Advisory Inc. and Odyssey Wealth Management. Cerity Partners is an SEC-registered investment adviser serving a diverse client base, including high- and ultra-high-net-worth individuals, families, trusts, estates, corporations, charitable institutions, and other institutional investors. The firm offers a range of services such as investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, emphasizing diversified asset allocation tailored to each client’s investment profile.

Brett Mcbroom is a financial advisor with Cerity Partners LLC in Fort Worth, TX. He holds the Series 65 designation and has one year of industry experience. His prior work includes roles in parking management, banking, and motorsports, as well as several periods of full-time education. Cerity Partners provides customized wealth management and related services to a broad national client base, including individuals, families, trusts, business entities, and institutional investors. The firm’s investment approach combines proprietary quantitative screens with third-party managers and individual securities, offering a range of services including portfolio management, financial planning, retirement consulting, and access to alternative and private-market investments.

Thomas Karsten is a CFP®-designated financial advisor with 33 years of industry experience. He is currently with Cerity Partners LLC, where he has worked since 2019. His prior experience includes roles at BD4RIA, Inc., Triad Advisors Inc., and his own firms, Karsten Advisors and Karsten Financial Services. Outside of his advisory work, he is involved in multiple real estate investment and management ventures. Cerity Partners is an SEC-registered investment adviser serving individuals, families, trusts, estates, corporations, charitable institutions, and other institutional investors. The firm offers a range of services including investment management, financial planning, tax and insurance support, retirement plan services, and access to alternative and private-market investments, with a focus on diversified asset allocation and customized portfolios.

Zackery Holley is a financial advisor at Cerity Partners LLC with 19 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at several firms, including Manning & Napier Advisors, Sealy Investment Securities, White River Private Capital Management, Inland Securities Corporation, and Griffin Capital Securities. Cerity Partners provides customized wealth management services to a diverse national client base, including high-net-worth individuals, families, trusts, estates, business entities, and institutional investors. The firm uses tailored asset allocation and manager selection, combining proprietary quantitative screens with third-party managers and individual securities.

Christopher Pleshek is a financial advisor at Cerity Partners LLC in Fort Worth, TX, holding the PFS™ designation. He has been with Cerity Partners since 2021 and previously worked at Whitley Penn, LLP and Texas Christian University. Cerity Partners is an SEC-registered investment adviser serving a diverse client base including individuals, families, trusts, corporations, and institutional investors. The firm offers a range of services such as investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, with a focus on diversified asset allocation and customized portfolios.