The Professional Advisor Council brings together leading advisors to collaborate, share insights, and explore innovative approaches to philanthropy.
Through this council, members gain access to exclusive resources, thought leadership, and peer learning opportunities that help strengthen client relationships and enhance charitable impact.
Micah Adams
Advanced Planning Wealth Advisor
Cain Watters & Associates
Bianca Admire
Principal
Artemis Partners
Ginnie Baker
Partner
Beaird Harris, PLLC
Jonathan Blum
Partner
Holland and Knight
Aubrey Boswell
Owner
Boswell PLLC
Jaime Boyles
Director of Financial Planning
Lee Financial
Michelle Castro
Vice President of Trusts & Estates
Heritage Auctions
Alexander Collins
Senior Relationship Advisor
Northern Trust
Dodee Crockett
Wealth Management Advisor, Managing Director
Merrill Lynch
Gerry Dahlander
Private Advisor, Managing Director
Dahlander Wolf Wealth Partners
Devin DeLapp-Carnes
Wealth Advisor
SFMG Wealth Advisors
Brian Dethrow
Partner
Jackson Walker L.L.P.
Krista Dupps
Estate Planning Partner
Atwood & McCall
Lauren Campanello Ford
Senior Vice President
Merrill Lynch - Southlake
Sergio Garcia
Senior Financial Planner
Hightower Signature Wealth
Glenn Goebel
Real Estate Agent
Aloha Texas LLC
Doug Harvey
Attorney at Law
The Blum Firm
Michelle Johnson
Partner
EisnerAmper
Joe Martinez
Managing Partner
Krilogy
Tommy McBride
Wealth Management Advisor, Managing Director
Merrill Lynch Wealth Management: McBride & Associates
Ryan McCuller
Managing Director, Wealth Management
UBS Financial Services Inc.
Steve Novak
Managing Director
RGT Wealth Advisors, LLC
Trent Owens
Senior Financial Advisor, Senior Vice President
Merrill Lynch Wealth Management
Dana Pingenot
Partner & Wealth Advisor
Corient (formerly CI RGT Wealth Advisors)
Tony Pitzer
Partner
Merit Financial
Lee Poulsen
Partner, Board Certified Attorney
Sharpe Law Group
Claire Raggio
Partner
Jackson Walker L.L.P.
Brandon Ratzlaff
Director, Wealth Management Services
Cypress Point Wealth Management, LLC
David Rosenberg
Partner
Holland & Knight LLP
Jana Simons
Partner
Meadows, Collier, Reed, Cousins, Crouch & Ungerman LLP
Scot Smith
Portfolio Management Director, Wealth Advisor, Vice President
Morgan Stanley
Emily Swerdlow
Senior Wealth Manager
HFS Wealth Management
Brittany Way
Senior Associate Attorney
Sharpe Law Group
John Winslow
Managing Director
CIBC Private Wealth Management
David Work
Managing Director, Estate & Financial Planning
Hightower Advisors
Guided by philanthropic advisors trained and certified in 21/64’s approach to values-based and multigenerational giving, we work closely with your clients’ to uncover long-term vision for impact.
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