Fort Worth, TX Office

Peter Martin is a financial advisor at Cerity Partners LLC in Fort Worth, TX, with 10 years of industry experience. He holds a Series 66 designation and has worked at multiple firms including Arkadios Capital and BD4RIA, Inc. He is also involved in insurance product sales through BD4RIA Insurance Agency, LLC. Cerity Partners advises a diverse client base including high-net-worth individuals, families, institutions, and pooled investment vehicles, managing approximately $166.2 billion in assets. The firm offers customized wealth management services and incorporates proprietary quantitative screening alongside access to alternative and private market solutions.

James Ray is a financial advisor at Cerity Partners LLC with four years of industry experience. He holds the Series 66 designation and has worked previously at Merrill Lynch, Fidelity Investments, and Guy Rodgers Private Wealth Strategies. Prior to his career in finance, he was a professional golfer and also spent five years at the Law Office of Gary L Nickelson. Cerity Partners advises a broad client base including individuals, families, trusts, business entities, and institutional investors, managing approximately $166.2 billion in client assets as of December 31, 2025. The firm offers customized wealth management services and employs a client-specific investment framework that combines quantitative screening, manager selection, direct security selection, and access to alternative and private market solutions.

Jeffrey Paladini is a financial advisor at Cerity Partners LLC in Fort Worth, TX, holding CFP® and Series 66 credentials with 25 years of industry experience. His prior roles include positions at Arkadios Capital, BD4RIA, Inc., Triad Advisors Inc., and Karsten Advisors. Outside of advisory work, he is a one-third owner of a construction company in Colorado involved in custom building and equipment rentals. Cerity Partners advises a diverse client base ranging from individuals and families to institutional investors, managing approximately $166.2 billion in client assets as of year-end 2025. The firm offers customized wealth management services with a focus on client-specific investment profiles, incorporating both third-party and direct investment strategies, and provides access to alternative and private market solutions for qualified clients.

Christopher Mc Neal is a financial advisor at Cerity Partners LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at LPL Financial LLC, RBC Capital Markets, LLC, Raymond James Financial Services Advisors, Inc., and Jackson National Distributors, LLC. Cerity Partners serves a diverse client base including individuals, families, trusts, estates, business entities, charitable institutions, and other institutional investors, providing customized wealth management services and access to alternative and private market solutions through a client-specific investment framework.

Gregory Czarnecky is a financial advisor at Cerity Partners LLC with three years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Cerity Partners in 2025, he worked at Fidelity Investments and has a diverse background including roles in education and the food service industry. Cerity Partners advises individuals, families, trusts, business entities, and institutional investors, managing approximately $166.2 billion in client assets as of December 31, 2025. The firm offers customized wealth management services with an investment approach that combines proprietary quantitative screening, manager selection, and direct security selection, alongside access to alternative and private market solutions for qualified clients.

Thomas Richardson III is a financial advisor at Cerity Partners LLC with 29 years of industry experience. He holds a Series 63 designation and has worked at firms including Arkadios Capital, BD4RIA, Inc., Karsten Advisors, and 1 St Global Insurance Services. Cerity Partners advises a diverse client base ranging from individuals and families to institutional investors, managing approximately $166.2 billion in assets as of year-end 2025. The firm offers customized wealth management services, employing a client-specific investment framework that includes proprietary screening, manager selection, alternative and private market solutions, and affiliated business platforms.

Alexey Kassabov is a CFP® professional at Cerity Partners LLC in Fort Worth, TX. He has experience working at Cerity Partners since 2023, and previously held roles at Capital One and Flaherty Salmin CPAs. Cerity Partners advises a diverse client base including individuals, families, trusts, foundations, and institutional investors, managing approximately $166.2 billion in client assets as of December 31, 2025. The firm offers customized wealth management services with an investment approach that incorporates proprietary quantitative screening, manager selection, and private market solutions for qualified clients.

Austin Little is a CFP® with eight years of industry experience currently with Cerity Partners LLC. He has held positions at Arkadios Capital, BD4RIA, Securities America Advisors, and Clarity Financial Group, among others. He is based in Fort Worth, Texas. Cerity Partners advises a diverse client base including high-net-worth individuals, families, trusts, and institutional investors, managing approximately $166.2 billion in assets as of the end of 2025. The firm offers customized wealth management services and utilizes a client-specific investment framework combining quantitative screening, manager selection, and direct security selection, with access to alternative and private market solutions for qualified clients.

Mark Wakeley is a CFP® with 40 years of experience in the financial industry. He is currently an Investment Advisor at Cerity Partners LLC, where he has worked since 2019. Prior to this, he spent over 30 years with H.D. Vest Investment Services and H.D. Vest Advisory Services. He also operates Wakeley Financial Services, which offers tax preparation and brokerage services. 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 uses a client-specific investment framework that combines quantitative screening, manager selection, and direct security selection, while also providing access to alternative and private market solutions.

Brett Mcbroom is a financial advisor at Cerity Partners LLC based in Fort Worth, TX. He holds a Series 65 designation and joined Cerity Partners in 2026. His prior work experience includes roles in education, banking, and various other industries. Cerity Partners advises a broad client base, including high-net-worth individuals, families, trusts, and institutional investors, managing approximately $166.2 billion in client assets as of December 31, 2025. The firm offers customized wealth management services with an investment approach centered on client-specific profiles, quantitative screening, and access to alternative and private market solutions.

Thomas Karsten is a CFP® with 33 years of industry experience, currently serving as a financial advisor at Cerity Partners LLC since 2019. His prior roles include positions at BD4RIA, Inc., Triad Advisors Inc., Karsten Advisors, Karsten Financial Services LP, and Avantax Advisory Services. Outside of his advisory duties, he is involved in managing family-related real estate investment entities. Cerity Partners advises a wide 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 employs a client-specific investment framework that integrates quantitative screening, manager selection, and access to alternative and private market solutions through affiliated businesses.

Christopher Pleshek is a financial advisor at Cerity Partners LLC in Fort Worth, TX, holding the PFS™ designation with one year of industry experience. His prior experience includes roles at Whitley Penn, LLP and Texas Christian University. Cerity Partners advises a broad client base including individuals, families, trusts, business entities, and institutional investors, managing approximately $166.2 billion in client assets as of December 31, 2025. The firm offers customized wealth management services and employs an investment framework that combines proprietary quantitative screening, manager selection, and direct security selection, alongside access to alternative and private market solutions for qualified clients.