Arlington, TX Office

Nathan Hill is a CFP® with five years of industry experience, currently working at Cerity Partners LLC since 2024. His prior experience includes roles at Paladini Financial Management, Cain Watters & Associates, and Ernst & Young. Cerity Partners provides customized wealth management and related services to a broad national client base, including individuals, families, trusts, business entities, charitable organizations, and institutional investors. The firm employs tailored asset-allocation and manager selection processes, with offerings across private markets and affiliated retirement plan consulting and insurance services.

Wendy Kelly is a CFP® and holds a Series 65 license, with 17 years of industry experience. She is currently with Cerity Partners LLC, where she has worked since 2024, following a nine-year tenure at Paladini Financial Advisors, LLC. Cerity Partners is an SEC-registered investment adviser serving a diverse client base that includes high- and ultra-high-net-worth individuals, families, trusts, estates, corporations, charitable institutions, and other institutional investors. The firm provides a range of services such as 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 portfolio management.

Matthew Paladini is a CFP® with 23 years of industry experience, currently serving at Cerity Partners Retirement Plan Consultants. He has held roles at Paladini Financial Advisors, Wealth Advisors Trust Company, and Paladini Financial Management, Inc. Since 2009, Paladini has been an owner and member of the board of directors at Wealth Advisors Trust Company. Cerity Partners Retirement Plan Consultants advises plan sponsors of defined contribution and defined benefit plans, offering ERISA fiduciary services, participant advice, plan design, and administrative support. The firm emphasizes asset-allocation driven model portfolios, IPS-based monitoring, and provides educational and fiduciary support services for plan committees.