Mark Johnson is a Series 65-licensed financial advisor with four years of industry experience. He is currently with Cerity Partners LLC and previously worked at Aspiriant Independent Wealth Management, Presidio Wealth Partners/Hightower Advisors, and Durbin Bennett Private Wealth Management/Maslow Wealth Advisors. Earlier in his career, he was involved with a baseball academy and has experience outside finance in that area. Cerity Partners advises a diverse client base including individuals, families, trusts, business entities, and institutional investors, managing approximately $166.2 billion in client assets. The firm offers customized wealth management services and employs an investment approach centered on client-specific profiles, quantitative screening, and both third-party and direct security selection, with additional access to alternative and private market solutions for qualified clients.

Nahif Chowdhury is a financial advisor with Cerity Partners LLC in Houston, TX, holding a Series 65 designation and four years of industry experience. He previously worked at Fisher Investments for six years and was employed at Walmart prior to his advisory career. Cerity Partners serves a diverse client base including high-net-worth individuals, families, institutions, and private funds, offering customized wealth management solutions such as investment management, financial planning, retirement consulting, tax services, and insurance placement. The firm integrates proprietary quantitative methods with third-party strategies and direct security selection, providing access to alternative investments and co-investment opportunities for qualified clients.

Charles Mcrae III is a CFP® with nine years of industry experience, currently serving as a financial advisor at Cerity Partners LLC since 2022. Prior to joining Cerity Partners, he worked at Autumn Lane Advisors, LLC and Investec Wealth Strategies. Cerity Partners advises a diverse client base, including high-net-worth individuals, families, trusts, business entities, and institutional investors, managing approximately $166.2 billion in client assets. The firm offers customized wealth management services and employs an investment approach centered on client-specific profiles, combining quantitative screening, manager selection, and direct security selection with access to alternative and private market solutions.

Daniel Goott is a CFP® professional with 26 years of industry experience, currently serving at Cerity Partners LLC. He has held roles at Investec Asset Management Group since 2003 and worked at Prudential Equity Group from 1999 to 2003. In addition to his advisory work, he serves as Executive Vice President at Investec Asset Management Group, focusing on the sale and monitoring of fixed insurance products. Cerity Partners advises a diverse client base including individuals, families, business entities, charitable institutions, and various institutional investors, managing approximately $166.2 billion in assets as of December 2025. The firm offers customized wealth management services with an investment approach based on client-specific profiles, asset allocation, and access to alternative and private market solutions through affiliated businesses.

John Goott is a CFP® professional with 24 years of industry experience. He is currently with Cerity Partners LLC and Cerity Partners Retirement Plan Advisors, where he has worked since 2022. Prior to that, he spent 21 years at Investec Wealth Strategies and has been involved with Investec Asset Management Group since 1984, where he holds the role of President in a non-investment capacity related to fixed insurance products. Cerity Partners advises a diverse client base, including individuals, families, trusts, business entities, and institutional investors, managing approximately $166.2 billion in assets as of the end of 2025. The firm offers customized wealth management services using a client-specific investment framework that integrates quantitative screening, manager selection, and access to alternative and private market solutions through affiliated businesses.

Douglas Garrison is a CFP® professional with 15 years of industry experience, currently serving at Cerity Partners LLC since 2022. Prior to this, he spent over a decade with Investec Asset Management Group, Inc. and Investec Wealth Strategies. He holds a Series 65 license and is based in Houston, TX. Cerity Partners advises a diverse client base including high-net-worth individuals, families, trusts, and institutional investors, managing approximately $166.2 billion in client assets as of the end of 2025. The firm offers customized wealth management services through a client-specific investment framework that combines quantitative screening, manager selection, and direct security selection, along with access to alternative and private market solutions for qualified clients.

Kirsten Williams is a financial advisor at Cerity Partners LLC with a Series 65 designation and one year of industry experience. Prior to joining Cerity Partners in 2026, she worked at Heb for four years and has a background that includes education and service in the hospitality sector. Cerity Partners advises a diverse range of clients, including individuals, families, trusts, business entities, and institutional investors, managing approximately $166.2 billion in client assets as of December 2025. The firm offers customized wealth management services and employs an investment framework that integrates proprietary quantitative screening, third-party strategies, and direct security selection, with specialized access to alternative and private market solutions for qualified clients.