Professional Advisor Council

A Strategic Forum for
Leading Advisors

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.

Council Members

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

Advisor Expert Hub

How it Works

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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