Joseph Vet, Jr. is a financial advisor at Cerity Partners LLC in New York, NY, holding a Series 63 designation with five years of industry experience. He previously worked at Graypoint LLC (formerly JNB Advisors) for six years and Bender Lane Advisory for eight years. Cerity Partners provides customized wealth management and related services to a diverse national client base, including individuals, families, trusts, business entities, and institutional investors. The firm uses tailored asset allocation and manager selection supported by proprietary quantitative screens and offers a range of services such as portfolio management, financial planning, retirement consulting, and access to alternative investments.

Patrick Mc Guire is a financial advisor at Cerity Partners LLC with two years of industry experience. He holds a Series 65 designation and has previously worked at ARGI Investment Service LLC, Farris CPA's, and Hamilton, Thomas & Company. 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 such as investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, emphasizing diversified asset allocation and customized portfolio solutions.

Thomas Regan is a Series 65-licensed financial advisor at Cerity Partners LLC with one year of industry experience. Prior to joining Cerity Partners, he worked at Wells Fargo Advisors and Keystone Asset Management. His background also includes roles in education and community activities, such as at Virginia Tech University and Cardinal Hill Swim and Racquet Club. Cerity Partners provides customized wealth management and related services to a diverse national client base, including individuals, families, trusts, estates, business entities, and institutional investors. The firm employs tailored asset allocation and manager selection strategies, integrating proprietary quantitative screens and private-market investment offerings.

Vince Pasqualino is a financial advisor at Cerity Partners LLC with 17 years of industry experience. He holds a Series 66 designation and has worked at Ayco/Goldman Sachs & Co. LLC and The AYCO Company, L.P./Mercer Allied prior to joining Cerity Partners and CP Client Solutions. Cerity Partners is an SEC-registered investment adviser serving individuals, families, trusts, corporations, charitable institutions, and other institutional investors. The firm offers a range of services including investment management, financial planning, tax and insurance support, and retirement plan services, emphasizing diversified asset allocation and access to alternative and private-market investments.

Adam Armstrong is a CFP® with nine years of industry experience, currently serving as a financial advisor at Cerity Partners LLC. He previously worked at Pinnacle Associates, Ltd., Withum Wealth Management, Duco Technologies, and Fisher Investments. 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, tax and insurance support, and access to alternative and private-market investments.

Jonathan Berrios is a financial advisor at Cerity Partners LLC with a Series 65 credential and three years of industry experience. His prior roles include positions at BOS, ASI, Inc., and Iverbe. Cerity Partners is an SEC-registered investment adviser serving a diverse client base that includes individuals, families, trusts, corporations, charitable institutions, and other institutional investors. The firm offers a range of services including investment management, financial planning, and access to alternative and private-market investments, emphasizing diversified asset allocation and customized portfolio strategies.

Sarah Zoeller is a CFP® and Series 65-licensed advisor at Cerity Partners LLC with one year of industry experience. She has worked at several firms including Rivel, Cyberreason, Vistra Corp, Esperion, Louisville Metro, and Yum Brands prior to joining Cerity Partners. Cerity Partners provides wealth management and related services to a wide range of clients including individuals, families, trusts, estates, business entities, and institutional investors. The firm’s approach combines tailored asset allocation and manager selection with proprietary quantitative screening alongside third-party managers and individual securities.

Jake Clemens is a CFP® and CFA® with eight years of industry experience. He is currently with Cerity Partners LLC, where he has worked since 2021, and previously was at Beacon Trust from 2017 to 2020. 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 uses tailored asset allocation, manager selection, and proprietary quantitative screens to build client portfolios and offers a range of services including financial planning, retirement plan consulting, and access to alternative and private-market investments.

Riley Johnson is a financial advisor at Cerity Partners LLC with one year of industry experience. He holds a Series 65 designation and previously worked at West Coast Financial, LLC and Epic Cruises Inc., among other roles. Johnson also spent five years at Westmont College. Cerity Partners is an SEC-registered investment adviser serving a diverse client base, including high-net-worth individuals, families, institutions, and corporations. 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 a focus on customized, diversified asset allocation.

David Swallow is a financial advisor at Cerity Partners LLC in Boston, MA, holding Series 65 and Series 63 credentials with two years of industry experience. He previously worked at Prio Wealth, LP for six years and Standish Fund Distributors, L.P. for seventeen 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, and institutional investors. The firm employs tailored asset-allocation, manager selection, and periodic rebalancing using proprietary quantitative screens alongside third-party managers and individual securities.

Abigail Miles is a financial advisor at Cerity Partners LLC with four years of industry experience. She holds a Series 65 designation and has worked with Cerity Partners since 2023, following prior roles at ARGI Investment Services and Purestone Loan Services. Her background includes four years at Western Kentucky University and four years at Mercy Academy. Cerity Partners is an SEC-registered investment adviser serving individuals, families, trusts, estates, corporations, charitable institutions, foundations, endowments, and other institutional investors. The firm manages approximately $126.9 billion in client assets and offers a range of services including investment management, financial planning, tax and insurance support, retirement plan services, and access to alternative and private-market investments.

Douglas Nardi is a CFA® charterholder with 25 years of industry experience, currently affiliated with Cerity Partners LLC in Chicago, IL. He has been with HPM Partners LLC since 2010. 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, emphasizing customized, diversified portfolios and proprietary quantitative screening.

Jacqueline Huerter is a financial advisor at Cerity Partners LLC with three years of industry experience. She holds Series 65 and Series 63 licenses and has worked previously at Graypoint LLC and Goldman Sachs & Co. Her background also includes roles at Providence College and Ayco Goldman Sachs. Cerity Partners provides customized wealth management and related services to a wide national client base, including high-net-worth individuals, families, trusts, business entities, and institutional investors. The firm employs tailored asset allocation, manager selection, and private markets offerings alongside traditional portfolio management to build client programs.

Ian Maher is a financial advisor at Cerity Partners LLC with a Series 65 designation and one year of industry experience. His prior work includes roles at Baird and J.R. Financial and Insurance, along with periods focused on full-time education. Cerity Partners is an SEC-registered investment adviser serving a diverse client base, including high- and ultra-high-net-worth individuals, families, institutions, and corporations. 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 customized, diversified portfolios and a mix of proprietary and third-party management strategies.

Isabel Scharmer is a CFA® charterholder with 27 years of industry experience, currently serving as a financial advisor at Cerity Partners LLC since 2021. Her prior experience includes roles at Bainco International Investors LLC and Newbury Street Capital, LP. Outside of finance, she is a partial owner and general manager of a women's footwear business in Boston. Cerity Partners is an SEC-registered investment adviser that serves a diverse client base including individuals, families, trusts, corporations, and institutional investors, advising on approximately $126.9 billion in client assets. The firm offers a range of services such as investment management, financial planning, and access to alternative investments, with a focus on customized, diversified portfolios across various asset classes.

Andrew Machenheimer is a financial advisor at Cerity Partners LLC with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at ARGI Investment Services, LLC and TD Ameritrade. Cerity Partners provides customized wealth management and related services to a diverse national clientele, including individuals, families, trusts, business entities, and institutional investors. The firm employs tailored asset allocation, manager selection, and quantitative screening in its investment approach and offers a range of services including portfolio management, financial planning, retirement consulting, and access to alternative and private-market investments.

Caroline Hirt is a financial advisor at Cerity Partners LLC with three years of industry experience. She holds a Series 65 designation and previously worked at SVB Wealth LLC. Her background includes roles outside finance, such as at Mohawk Golf Club and educational institutions. Cerity Partners is an SEC-registered investment adviser serving a broad client base, including high-net-worth individuals, families, institutions, and corporations. The firm offers diversified portfolio management, financial planning, and access to alternative investments, managing approximately $126.9 billion in client assets as of December 31, 2024.

Theodore Schneider is a CFA® charterholder with 11 years of industry experience. He has worked at Cerity Partners LLC since 2022 and previously spent nine years at Round Table Wealth Management. Schneider holds a financial interest in P Shares LLC, a private investment business. Cerity Partners provides customized wealth management services to a broad national client base, including individuals, families, trusts, business entities, and institutional investors. The firm employs tailored asset allocation and manager selection processes and offers a range of services such as portfolio management, financial planning, tax planning, and access to alternative and private-market investments.

Henry Harris III is a CFA® charterholder with 23 years of industry experience. He has worked at Cerity Partners LLC since 2022 and previously spent 14 years at Palladium Partners, LLC. Harris serves as treasurer of the General Douglas MacArthur Foundation and holds multiple trustee and board roles with nonprofit and community organizations, including healthcare, conservation, and local arts institutions. Cerity Partners is an SEC-registered investment adviser serving individuals, families, trusts, estates, 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 alternative and private-market investments, with a focus on diversified asset allocation and customized portfolios.

Melody Suehiro is a CFP® professional with seven years of experience in the financial services industry. She has worked at Cerity Partners LLC since 2023, following prior roles at Galileo Planning Group and BNY Mellon. 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 uses tailored asset allocation, manager selection, and proprietary quantitative screening to build client programs, and offers a range of services including portfolio management, financial planning, retirement plan consulting, and access to alternative and private-market investments.