Cullen Williams is a financial advisor at Corient with 26 years of industry experience. He holds a Series 66 designation and has worked previously at Capital Advisors, Inc., JP Morgan Chase Bank, N.A., and Scottrade Inc. Cullen is based in Austin, TX. Corient provides investment advisory and financial planning services to a diverse client base, including high-net-worth individuals, trusts, pension plans, and charitable organizations. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party managers and utilizes risk management tools and alternative investments as appropriate.

Dejan Dimitrijevic is a financial advisor with Corient who holds Series 63 and Series 66 licenses and has 25 years of industry experience. His prior roles include positions at Capital Advisors, Inc., Tiaa, TD Ameritrade, and Scottrade Investment Management. He is listed as a non-active member of an exterior washing business owned by his son. Corient provides investment advisory and financial planning services to a wide range of clients, employing a goals-based, team investment approach that integrates in-house strategies with third-party managers. The firm offers specialized services such as family office and trustee services and utilizes advanced risk management tools to align portfolios with client objectives.

Danny La is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Corient since 2026. His prior experience includes roles at Capital Advisors, Inc., TD Ameritrade Investment Management, LLC, and SCOTTRADE, Inc. Corient provides investment advisory and financial planning services to a diverse client base including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm utilizes a goals-based, team investment approach that integrates in-house strategies with third-party managers, along with risk management tools and alternative investment options.

Nia Alexandria is a financial advisor at Corient with four years of industry experience. She holds Series 63 and Series 66 designations and has worked previously at Capital Advisors, Inc. and American Century Investment Services, Inc. before joining Corient in 2026. Corient provides investment advisory and financial planning services to a diverse range of clients, including individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach that integrates in-house strategies with third-party manager solutions and continuous portfolio monitoring supported by risk management tools.