Kurt Miscinski is a financial advisor with Cerity Partners LLC in Southlake, TX, holding Series 63 and Series 65 registrations and bringing 16 years of industry experience. He has been with HPM Partners LLC since 2010. Cerity Partners provides customized wealth management services to a diverse national client base, including individuals, families, trusts, business entities, and institutional investors. The firm employs tailored asset allocation, manager selection, and proprietary quantitative screening in its investment approach, alongside offering specialized services such as retirement plan consulting and access to alternative and private-market investments.

Henry Jackson is a financial advisor at Cerity Partners LLC with one year of industry experience. He holds a Series 65 credential and has previous work experience at Worldwide Express, CBI Insurance, and Cincinnati Insurance Company. Cerity Partners provides customized wealth management and related services to a wide national client base, including individuals, families, trusts, business entities, charitable organizations, and institutional investors. The firm employs tailored asset-allocation, manager selection, and periodic rebalancing using proprietary quantitative tools alongside third-party managers and individual securities.

Allen Kozel is a CFP® and holds a Series 66 designation with 11 years of industry experience. He is currently with Cerity Partners LLC, where he has worked since 2021. His prior experience includes roles at Envoy Advisory Inc., Odyssey Wealth Management, and First Allied Advisory Services, Inc. Cerity Partners provides customized wealth management and related services to a broad 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 using proprietary quantitative screens alongside third-party managers and individual securities.

Zackery Holley is a financial advisor at Cerity Partners LLC with 19 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at firms including Manning & Napier Advisors, White River Private Capital Management, and Griffin Capital Securities. His current role at Cerity Partners began in 2025. Cerity Partners provides customized wealth management and related services to a broad national client base, including high-net-worth individuals, families, trusts, and institutional investors. The firm employs tailored asset-allocation strategies and incorporates proprietary quantitative screens alongside third-party managers and individual securities to build client programs.