Elizabeth Delude is a CFA® charterholder with 18 years of industry experience. She is currently with Cerity Partners LLC, where she has worked since 2022, following prior roles at Palladium Registered Investment Advisors and Financial Security Group. 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 emphasizes tailored asset allocation, manager selection, and periodic rebalancing, utilizing proprietary quantitative screens alongside third-party managers and individual securities.

Bradon Pullyblank is a financial advisor at Cerity Partners LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at Cooperstown Distillery and Pizza Hut. Prior to his advisory career, he spent six years in full-time education. 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 customized, diversified portfolios and access to alternative and private-market investments.

Tobias Bekele is a Series 65-licensed advisor at Cerity Partners LLC with one year of industry experience. He has previously worked at Charles Schwab & Co., Inc and Evensky & Katz / Foldes Wealth Management. Tobias has also been involved with the Aaron Family Jewish Community Center of Dallas. Cerity Partners provides customized wealth management services to a national client base, including high-net-worth individuals, families, trusts, business entities, and institutional investors. The firm emphasizes tailored asset allocation, manager selection, and periodic rebalancing using proprietary quantitative screens alongside third-party managers and individual securities.

Karin Lopez is a financial advisor at Cerity Partners LLC with four years of industry experience. She holds a Series 63 designation and has previously worked at Graypoint LLC and Arista Wealth Advisors, Ltd. Outside of her advisory work, she is a partner in NIGHTTRAIN SIGNS, LLC, a graphic and design printing business. Cerity Partners is an SEC-registered investment adviser serving a diverse client base that includes individuals, families, trusts, corporations, charitable institutions, and other investors. The firm offers a range of services including investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, with a focus on customized, diversified portfolios.

Lisbeth Mitchell is a financial advisor at Cerity Partners LLC with 18 years of industry experience. She holds the Series 66 designation and has worked previously at Graypoint LLC, Bank of America, Merrill, and The Ayco Company, L.P./Mercer Allied. 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, manager selection, and rebalancing strategies using proprietary quantitative screens alongside third-party managers and individual securities.

Jonathan Taylor is a CFA® charterholder with 15 years of experience in the financial advisory industry. He has worked at Cerity Partners LLC since 2022 and previously spent nine years at Palladium Partners, LLC. 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 access to alternative and private-market investments, with a focus on customized, diversified portfolios and private market programs for qualified clients.

Charlotte Mc Gibbon is a financial advisor at Cerity Partners LLC with nine years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at Morgan Stanley and The Vanguard Group, Inc. Outside of finance, she has experience in the restaurant industry, having worked at Rocco's Pizzeria and STARR Restaurants. Cerity Partners is an SEC-registered investment adviser serving a diverse client base including individuals, families, institutions, and charitable organizations. The firm provides customized portfolio management with a focus on diversified asset allocation and offers a broad range of services including financial planning, tax and insurance support, retirement plan services, and access to alternative and private-market investments.

Daniel Rojas is a CFP® professional with eight years of experience in the financial services industry. He is currently with Cerity Partners LLC and has previous experience at firms including Savant Wealth Management, Valeo Financial Advisors, and Charles Schwab. Outside of his advisory role, he serves as an investment committee member for Marian University's endowment fund. Cerity Partners provides customized wealth management and related services to a broad national client base, utilizing tailored asset allocation and a combination of proprietary quantitative screening and third-party managers.

Blas Rementeria Lee is a financial advisor at Cerity Partners LLC with five years of industry experience. He holds a Series 66 designation and has worked previously at UBS Financial Services and Ninety One. Cerity Partners provides customized wealth management and related services to a diverse national client base, including high-net-worth individuals, families, trusts, business entities, charitable organizations, and institutional investors. The firm offers tailored asset allocation, manager selection, and access to private-market investments through a combination of proprietary quantitative screens and third-party managers.

Catherine Conger is a financial advisor at Cerity Partners LLC with two years of industry experience. She holds Series 63 and Series 65 credentials. Her work history includes roles at Northwestern Mutual Investment Services LLC and Vanbarton Group LLC. Outside of advisory work, she has experience in the hospitality and retail sectors, including involvement with Farm Shop and Proper Hotel. 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 uses tailored asset-allocation and manager selection through proprietary quantitative screens combined with third-party managers and individual securities.

Jonathan Bartfeld is a financial advisor at Cerity Partners LLC with three years of industry experience. He holds a Series 65 credential and has prior work experience at West Coast Financial LLC and several ventures related to vineyards and bullion. Cerity Partners provides customized wealth management and related services to a broad national client base, including individuals, families, trusts, business entities, and institutional investors. The firm employs tailored asset allocation, manager selection, and quantitative screening, and offers services ranging from portfolio management and financial planning to retirement plan consulting and access to alternative investments.

Peter Yoon is a CFA® charterholder with 11 years of industry experience. He has worked at Cerity Partners LLC since 2021 and previously spent seven years at Bingham, Osborn & Scarborough LLC. Based in San Francisco, he is currently affiliated with Cerity Partners, an enterprise firm. 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 comprehensive wealth management services including investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, emphasizing diversified asset allocation and customized portfolios.

Marcia Paltenstein is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Cerity Partners LLC since 2022. Prior to joining Cerity Partners, she worked at Round Table Services, LLC for 19 years. She holds Series 63 and Series 65 licenses and has a financial interest in P Shares LLC, a private investment entity. Cerity Partners is an SEC-registered investment adviser managing approximately $126.9 billion in client assets, serving a diverse client base that includes individuals, families, trusts, corporations, and institutional investors. The firm offers customized portfolios emphasizing diversified asset allocation and provides a range of services including investment management, financial planning, tax and insurance support, and access to alternative and private-market investments.

William Beattie III is a CFP® professional with 26 years of industry experience. He is currently with Cerity Partners LLC, where he has worked since 2023. His prior roles include positions at United Capital Financial Advisers, Eaton Vance Investment Counsel, and Edelman Financial Services. Cerity Partners provides customized wealth management and related services to a broad national client base, including high-net-worth individuals, families, trusts, business entities, charitable organizations, and institutional investors. The firm employs tailored asset allocation, manager selection, and periodic rebalancing, integrating proprietary quantitative screens with third-party managers and individual securities.

Graham Bowen is a financial advisor at Cerity Partners LLC in Indianapolis, IN, holding a Series 65 credential with one year of industry experience. Prior to joining Cerity Partners, he worked at CertaSite, AuthentiCx, 938 Church, Cru, and West Chester University. 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.

Julia Malin is a CFP® professional with three years of industry experience. She is currently with Cerity Partners LLC and has previously worked at Palladium LLC and Wells Fargo. Cerity Partners provides customized wealth management and related services to a broad national client base, including individuals, families, trusts, business entities, and institutional investors. The firm utilizes tailored asset allocation, manager selection, and proprietary quantitative screens combined with third-party managers and individual securities.

Alex Wagner is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Cerity Partners LLC. He previously worked at Austin Private Wealth, LLC and Ameriprise Financial Services, Inc. Wagner serves as treasurer for the board of trustees at Austin Jewish Academy. Cerity Partners is an SEC-registered investment adviser managing approximately $126.9 billion in client assets, serving a diverse client base including individuals, families, trusts, corporations, and institutional investors. The firm offers customized portfolio management emphasizing diversified asset allocation across various asset classes and provides a broad range of services including financial planning, retirement plan consulting, and access to alternative and private-market investments.

Veronica Rubio is a CFP® professional with 21 years of industry experience, currently serving as a financial advisor at Cerity Partners LLC since 2022. Her prior roles include positions at Mercer Global Advisors, Inc. and Charles Schwab Bank. Cerity Partners is an SEC-registered investment adviser managing approximately $126.9 billion in client assets. The firm serves a diverse client base, including high-net-worth 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.

James Gauthier is a CFA® charterholder with 18 years of industry experience. He currently works at Cerity Partners LLC and was previously employed at Maryland Capital Management, LLC. 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 quantitative screening alongside third-party managers and individual securities to build client programs.

Richard Long is a CFA® charterholder with 21 years of industry experience. He is currently with Cerity Partners LLC and has held roles at the firm since 2021. His prior work includes experience at B|O|S and Robertson Stephens Advisors, Inc. Cerity Partners provides customized wealth management and related services to a national client base that includes individuals, families, trusts, business entities, and institutional investors. The firm uses tailored asset-allocation, manager selection, and quantitative screening alongside third-party managers and individual securities to build client programs.