Thomas Karsten is a CFP®-designated financial advisor with 33 years of industry experience. He is currently with Cerity Partners LLC, where he has worked since 2019. His prior experience includes roles at BD4RIA, Inc., Triad Advisors Inc., and his own firms, Karsten Advisors and Karsten Financial Services. Outside of his advisory work, he is involved in multiple real estate investment and management ventures. Cerity Partners is an SEC-registered investment adviser serving individuals, families, trusts, estates, corporations, charitable institutions, and other institutional investors. The firm 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, with a focus on diversified asset allocation and customized portfolios.

Jeffrey St. Mary is a CFA® charterholder and holds a Series 66 license with 19 years of industry experience. He is currently with Cerity Partners LLC and has previously worked at Prio Wealth and Seaward Management. He serves on the Investment Committee for the Hingham High School Scholarship Committee. Cerity Partners is an SEC-registered investment adviser managing approximately $127 billion in client assets as of December 31, 2024. The firm serves a diverse client base including individuals, families, institutions, and corporations, offering customized portfolios with a focus on diversified asset allocation and access to alternative and private-market investments.

Evan Vulgamore 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 Global Atlantic Financial Group and Rise North Capital. 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 periodic rebalancing, integrating proprietary quantitative screens with third-party managers and individual securities as appropriate.

Andrejs Pilajevs is a CFP® professional with five years of industry experience, currently serving as a financial advisor at Cerity Partners LLC. His prior experience includes roles at Creative Planning, LLC, Cetera Advisor Networks, and VLP Financial Advisors, Inc. He holds a Series 66 license and has worked in both financial services and automotive industries. Cerity Partners provides customized wealth management and related services to a diverse national clientele, including high-net-worth individuals, families, trusts, business entities, and institutional investors. The firm offers portfolio management, financial planning, retirement consulting, tax planning, and access to alternative investments, utilizing a combination of proprietary quantitative tools and third-party managers.

Andrew Paulsen is a CFP® and holds a Series 65 license. He has two years of industry experience, currently working at Cerity Partners LLC since 2025. Prior to joining Cerity Partners, he worked at West Coast Financial, LLC for three years and was affiliated with the University of San Diego for four years. Cerity Partners is an SEC-registered investment adviser serving a diverse client base including individuals, families, trusts, corporations, charitable institutions, and other institutional investors. The firm offers a range of services such as investment management, financial planning, tax and insurance support, and retirement plan services, with an investment approach that emphasizes diversified asset allocation and customized portfolios.

Kelly Rueckert is a financial advisor at Cerity Partners LLC with 16 years of industry experience. She holds a Series 66 designation and previously worked at Goldman Sachs & Co. LLC, United Capital Financial Advisers, LLC, and The AYCO Company, L.P./Mercer Allied. Rueckert is based in Saratoga Springs, NY. Cerity Partners is an SEC-registered investment adviser serving a diverse client base including high-net-worth individuals, families, 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, with a focus on customized, diversified portfolios.

Samuel Escorcia is a financial advisor with Cerity Partners LLC and holds a Series 65 license. He has been in the industry since 2025, with prior experience at Verum Partners and a background in education through roles at Virginia Tech and local schools. Cerity Partners provides customized wealth management and related services to a wide national client base, including individuals, families, trusts, business entities, and institutional investors. The firm employs tailored asset allocation and manager selection strategies, offers private-market investment options, and maintains affiliated practices in retirement consulting, insurance, and venture investing.

Meghan Cottrell is a financial advisor at Cerity Partners LLC with two years of industry experience. She holds a Series 65 designation and has previously worked at Palladium Registered Investment Advisors, Abacus Accounting, and in other roles across different sectors. Cerity Partners is an SEC-registered investment adviser serving a diverse client base including individuals, families, trusts, corporations, and institutional investors, with approximately $126.9 billion in assets under management. The firm provides a range of services such as investment management, financial planning, tax and insurance support, and retirement plan services, emphasizing diversified asset allocation and access to alternative and private-market investments.

Debbie Shaug is a CFP®-certified financial advisor with six years of industry experience. She is currently with Cerity Partners LLC, where she has worked since 2022. Prior to that, she was with Browuer & Janachowski and spent 17 years involved with A Baby's Place, an online retail business. 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, with an emphasis on diversified asset allocation and customized portfolio strategies.

Quinn Portfolio is a CFP® professional with four years of industry experience, currently serving as an advisor at Cerity Partners LLC since 2014. Based in New York, NY, Quinn holds the Series 66 designation and has worked exclusively with Cerity Partners during his career. 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, charitable institutions, and other investors, offering a range of services such as investment management, financial planning, tax and insurance support, retirement plan services, and access to alternative and private-market investments.

Bethany Le Clair is a financial advisor at Cerity Partners LLC with one year of industry experience. She holds a Series 65 credential and has worked at AJ Wealth, Charles Schwab, and Alliance Financial Group prior to joining Cerity Partners. Before entering the financial industry, she spent six years in full-time education and also worked at Nike, Inc. Cerity Partners is an SEC-registered investment adviser serving individuals, families, institutions, and corporations with approximately $126.9 billion in client assets. The firm offers a range of services including investment management, financial planning, tax and insurance support, and access to alternative investments, emphasizing diversified asset allocation and customized portfolio management.

John Bratschi is a financial advisor at Cerity Partners LLC with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Prio Wealth and Seaward Management in various roles. Cerity Partners is an SEC-registered investment adviser serving a diverse client base, including 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, emphasizing customized, diversified portfolios and private market programs for qualified clients.

Cindy Chan is a financial advisor at Cerity Partners LLC with six years of industry experience. She holds a Series 66 designation and has previously worked at Graypoint LLC and Ayco, a Goldman Sachs company. Chan serves on the board of WOMEN@WORK, a women's organization based in Albany, NY. 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 retirement plan services, emphasizing diversified asset allocation through both proprietary quantitative screening and third-party managers.

Steven Beck is a CFP® with nine years of industry experience, currently serving as a financial advisor at Cerity Partners LLC since 2023. He previously worked at ARGI Investment Services, LLC for seven years. Cerity Partners offers 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 utilizes tailored asset allocation, manager selection, and proprietary quantitative screens combined with third-party managers and individual securities, while also providing access to alternative and private-market investments.

Derek Rogers is a CFP® professional with four years of industry experience, currently serving at Cerity Partners LLC. His prior roles include positions at ARGI Investment Services, Private Client Services, and Western Kentucky University. Cerity Partners provides customized wealth management services to a diverse national client base, including high-net-worth individuals, families, trusts, business entities, and institutional investors. The firm integrates proprietary quantitative screens with third-party managers and individual securities to construct tailored investment programs and offers a range of services including portfolio management, financial planning, and retirement plan consulting.

Michael Mccarville is a financial advisor with Cerity Partners LLC, holding a Series 65 designation and nine years of industry experience. His prior roles include positions at SVB Wealth LLC, Boston Private Wealth LLC, and KLS Professional Advisors Group, LLC. Cerity Partners provides customized wealth management services to a diverse 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, incorporating proprietary quantitative screens and third-party managers, alongside private-market investment offerings and affiliated pension consulting and insurance services.

Zackery Holley is a financial advisor at Cerity Partners LLC with 19 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at firms including Manning & Napier Advisors, White River Private Capital Management, and Griffin Capital Securities. His current role at Cerity Partners began in 2025. Cerity Partners provides customized wealth management and related services to a broad national client base, including high-net-worth individuals, families, trusts, and institutional investors. The firm employs tailored asset-allocation strategies and incorporates proprietary quantitative screens alongside third-party managers and individual securities to build client programs.

Alexander Urbanek is a CFP® professional with four years of industry experience. He is currently with Cerity Partners LLC and previously worked at Von Berge Wealth Management Group, LLC and Mariner Wealth Advisors. Urbanek is based in San Diego, CA. Cerity Partners is an SEC-registered investment adviser serving a diverse client base that includes individuals, families, trusts, corporations, charitable institutions, foundations, and other institutional 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 asset allocation and private market programs for qualified clients.

Melanie Ross is a CFP® professional at Cerity Partners LLC with eight years of industry experience. She has worked at Cerity Partners since 2019 and previously held positions at Intuit and Cray Kaiser Ltd. 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 employs tailored asset-allocation and manager selection strategies and offers a range of services including portfolio management, financial planning, retirement plan consulting, and access to alternative investments.

Samuel Weining is a CFP® and holds a Series 66 license with four years of industry experience. He is currently with Cerity Partners LLC and previously worked at Mercer Global Advisors Inc. and UBS Financial Services. His background also includes roles outside financial services in education and business administration. Cerity Partners provides customized wealth management and related services to a national client base that includes individuals, families, trusts, estates, business entities, charitable organizations, and institutional investors. The firm uses tailored asset allocation, manager selection, and proprietary quantitative screens to build client programs, offering a wide range of services such as portfolio management, financial planning, retirement consulting, and access to private-market investments.