Mark Johnson is a financial advisor with Cerity Partners LLC, holding a Series 65 credential and three years of industry experience. His prior roles include positions at Aspiriant Independent Wealth Management, Presidio Wealth Partners/Hightower Advisors, and Durbin Bennett Private Wealth Management/Maslow Wealth Advisors. Outside of finance, he was involved with Pitch by Pitch Baseball Academy and has experience working at Southern University and A&M College. Cerity Partners is an SEC-registered investment adviser serving a diverse client base that includes 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 retirement plan services, emphasizing customized, diversified portfolios and access to alternative and private-market investments.

Nahif Chowdhury is a financial advisor at Cerity Partners LLC with a Series 65 credential and three years of industry experience. Prior to joining Cerity Partners in 2026, he worked for six years at Fisher Investments and has professional experience outside the financial industry at Walmart. Cerity Partners is an SEC-registered investment adviser serving a diverse client base including individuals, families, trusts, corporations, charitable institutions, 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.

Charles Mcrae III is a CFP® and holds a Series 65 license with eight years of industry experience. He has worked at Cerity Partners LLC since 2022 and previously held roles at Autumn Lane Advisors, LLC and Investec Wealth Strategies. He is based in Houston, TX. Cerity Partners is an SEC-registered investment adviser serving individuals, families, trusts, corporations, charitable institutions, and other investors. The firm manages approximately $126.9 billion in client assets and offers a range of services including investment management, financial planning, tax and insurance support, and access to alternative and private-market investments.

Daniel Goott is a CFP® professional with over 26 years of industry experience. He is currently with Cerity Partners LLC and Cerity Partners Retirement Plan Advisors, and has a long tenure at Investec Asset Management Group, where he also serves as Executive Vice President involved in selling and monitoring fixed insurance products. He holds the Series 63 and Series 65 licenses. Cerity Partners provides customized wealth management services to a diverse national client base, including high-net-worth individuals, families, trusts, business entities, and institutional investors. The firm employs tailored asset allocation, manager selection, and periodic rebalancing, combining proprietary quantitative screens with third-party managers and individual securities, and offers a range of services that include portfolio management, financial planning, retirement consulting, tax preparation, and access to alternative investments.

John Goott is a CFP® with 24 years of industry experience and is currently affiliated with Cerity Partners LLC. He previously worked for Investec Wealth Strategies for 21 years and serves as President of Investec Asset Management Group, a non-investment-related business involved in fixed insurance products. Cerity Partners provides customized wealth management and related services to a national client base, including individuals, families, trusts, business entities, and institutional investors. The firm offers discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and access to alternative and private-market investments, using proprietary quantitative screens alongside third-party managers and individual securities.

Douglas Garrison is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Cerity Partners LLC since 2022. He previously worked at Investec Asset Management Group, Inc. and Investec Wealth Strategies for over a decade. Cerity Partners is an SEC-registered investment adviser managing approximately $126.9 billion in client assets as of December 31, 2024. The firm serves individuals, families, trusts, corporations, charitable institutions, and other investors, offering a range of services including investment management, financial planning, tax and insurance support, and access to alternative and private-market investments. Cerity emphasizes diversified asset allocation using proprietary quantitative screening and third-party managers, along with specialized private market programs and affiliated consulting and advisory services.

Kirsten Williams is a financial advisor with Cerity Partners LLC, holding a Series 65 designation and beginning her industry career in 2026. Prior to joining Cerity Partners, she worked four years at Heb and has experience in both education and the hospitality sector. Cerity Partners provides customized wealth management services to a wide range of clients, including high-net-worth individuals, families, trusts, business entities, and institutional investors. The firm employs tailored asset allocation and manager selection processes, combining proprietary quantitative screens with third-party managers and individual securities.