Austin, TX Office

Sarah Mcnutt is a financial advisor at Cerity Partners LLC with eight years of industry experience. She holds a Series 66 designation and has previously worked at Austin Private Wealth, LLC and AMERIPRISE FINANCIAL SERVICES, Inc. Outside of her advisory role, she has a minority ownership interest in a real estate business based in Austin, TX. Cerity Partners is an SEC-registered investment adviser serving a diverse client base, including 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, with a focus on diversified asset allocation and access to alternative and private-market investments.

Kyle Cook is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Cerity Partners LLC. His prior experience includes roles at Austin Private Wealth, TIAA-CREF, and Edward Jones. Cerity Partners is an SEC-registered investment adviser managing approximately $126.9 billion in client assets as of December 31, 2024. The firm serves a diverse client base including individuals, families, trusts, corporations, and institutional investors, offering services such as investment management, financial planning, tax and insurance support, and access to alternative and private-market investments.

Phimporn Tobchan is a financial advisor at Cerity Partners LLC with four years of industry experience. She holds Series 65 and Series 63 licenses and previously worked at Austin Private Wealth, Sushi Junai Omakase, and Charles Schwab & Co., Inc. Outside of finance, she has experience in the hospitality industry, including sushi and Thai cuisine restaurants. Cerity Partners provides customized wealth management services to a broad national client base, including individuals, families, trusts, business entities, and institutional investors. The firm offers tailored asset allocation, manager selection, and private-market investment options, alongside retirement plan consulting and tax planning services.

Ryan Mc Coneghy is a financial advisor with Cerity Partners LLC based in Austin, TX, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. His prior roles include positions at Austin Private Wealth, ENZI Wealth, Ameriprise, and Janus Distributors LLC. Outside of finance, he is active as a musician. Cerity Partners provides customized wealth management and related 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 quantitative screening, offering a range of investment and consulting services including private-market investment programs.

Dan Kraus is a CFP® with 31 years of industry experience, currently serving as an advisor at Cerity Partners LLC since 2026. Prior to joining Cerity, he spent 15 years at Austin Private Wealth, LLC. He is a member of the Shalom Austin Investment Committee and serves on the advisory board of the Langston Wealth Management Center at the University of Texas McCombs School of Business. Cerity Partners is an SEC-registered investment adviser managing approximately $126.9 billion in client assets as of December 31, 2024. The firm serves a diverse client base, including individuals, families, trusts, corporations, and institutional investors, offering customized portfolios with a focus on diversified asset allocation and access to alternative and private-market investments.

Noe Lopez is a CFP® professional based in Austin, TX, currently with Cerity Partners LLC, where he has worked since 2026. He has nine years of industry experience, including prior roles at Austin Private Wealth, Fort Advisors, and Morgan Stanley. Cerity Partners provides customized wealth management and related services to a diverse national client base, including high-net-worth individuals, families, trusts, business entities, and institutional investors. The firm combines tailored asset allocation, manager selection, and proprietary quantitative screening to build client programs and offers a range of services including portfolio management, financial planning, tax services, and access to private-market investments.

Reagan Stephenson is a financial advisor at Cerity Partners LLC in Austin, TX, holding a Series 65 designation with three years of industry experience. Prior to joining Cerity Partners in 2026, he worked at Austin Private Wealth, LLC for three years. Cerity Partners provides customized wealth management and related services to a broad national client base, including individuals, families, trusts, estates, business entities, charitable organizations, foundations, endowments, and other institutional investors. The firm employs tailored asset allocation, manager selection, and periodic rebalancing, utilizing proprietary quantitative screens alongside third-party managers and individual securities.

Kenneth Daly is a financial advisor at Cerity Partners LLC with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Austin Private Wealth, LLC and optionsXpress. He is based in Austin, TX. Cerity Partners is an SEC-registered investment adviser serving a diverse client base including individuals, families, trusts, corporations, and institutional investors. The firm provides a range of services such as investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, with an emphasis on diversified asset allocation and customized portfolios.

Alyssa Sternadel is a financial advisor at Cerity Partners LLC with two years of industry experience. She holds a Series 65 designation and has previously worked at Austin Private Wealth and Deloitte. Alyssa serves on the board of directors for Breakthrough T1D, where she is involved in planning events and fundraising activities. 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 and manager selection techniques, integrating proprietary quantitative screens with external managers and individual securities, while offering a range of services such as portfolio management, financial planning, and access to private-market investments.

Kieu Turk is a CFP® and Series 66 credentialed financial advisor with 24 years of industry experience. She is currently with Cerity Partners LLC and previously worked for Austin Private Wealth, LLC for ten years. Outside of her advisory work, she has ownership interests in real estate and a real estate-related business in Austin, TX. Cerity Partners is an SEC-registered investment adviser serving a broad client base including individuals, families, trusts, corporations, and institutional investors. The firm offers a range of services, including discretionary and non-discretionary investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, emphasizing diversified asset allocation tailored to each client’s profile.

Sujatha Theddu is a financial advisor at Cerity Partners LLC with five years of industry experience and holds a Series 65 designation. Prior to joining Cerity Partners in 2026, she worked at Austin Private Wealth and Morgan Stanley, and spent nine years at Reliance Capital Asset Management Limited. Cerity Partners is an SEC-registered investment adviser serving a diverse client base including individuals, families, trusts, corporations, charitable institutions, and other institutional investors, advising on approximately $126.9 billion in client assets. The firm offers a comprehensive range of services including investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, with an emphasis on diversified asset allocation and customized portfolios.

Kevin Weaver is a financial advisor at Cerity Partners LLC in Austin, TX, holding the CFP® designation and Series 66 license with 22 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for 18 years and Austin Private Wealth, LLC for 4 years before joining Cerity Partners in 2026. Cerity Partners is an SEC-registered investment adviser that serves a diverse client base, including high- and ultra-high-net-worth 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 access to alternative and private-market investments, with a focus on diversified asset allocation and customized portfolios.

Raoul Celerier is a CFP® with 21 years of industry experience, currently serving as a financial advisor at Cerity Partners LLC since 2026. He previously worked at Austin Private Wealth, LLC for six years and Ameriprise Financial Services, Inc. for fourteen years. Outside of his advisory role, Celerier maintains an active real estate license and is involved in various real estate ownership and management activities. Cerity Partners is an SEC-registered investment adviser serving a diverse client base, including high-net-worth 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 access to alternative and private-market investments, emphasizing diversified asset allocation tailored to each client’s profile.

Alison Cassorla is a financial advisor at Cerity Partners LLC with a Series 65 designation and four years of industry experience. She previously worked at Austin Private Wealth, LLC for five years and was self-employed for one year. Before her advisory career, she spent two decades with Shalom Austin, a community organization. Cerity Partners is an SEC-registered investment adviser serving a diverse client base, including high- and ultra-high-net-worth individuals, families, trusts, corporations, and institutional investors, managing approximately $126.9 billion in assets. The firm offers a wide range of services such as discretionary and non-discretionary investment management, financial planning, and access to alternative investments, emphasizing diversified asset allocation and customized portfolios.

Hayley Swaim is a CFP® with four years of industry experience, currently serving as a financial advisor at Cerity Partners LLC. Her prior experience includes roles at Austin Private Wealth, Northwestern Mutual Life Insurance Company, and United Capital Financial Life Management. Cerity Partners is an SEC-registered investment adviser managing approximately $126.9 billion in client assets as of December 31, 2024. The firm serves a diverse client base including individuals, families, trusts, corporations, and institutional investors, offering a range of services such as investment management, financial planning, and access to alternative and private-market investments.