Alissa Rennacker is a CFP® and Series 65 credentialed advisor with eight years of industry experience. She is currently with Cerity Partners LLC and previously worked at West Coast Financial, LLC. 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 offers tailored asset allocation and portfolio management using proprietary quantitative screens alongside third-party managers and individual securities.

Bentley Dudek is a financial advisor at Cerity Partners LLC with a Series 65 designation and one year of industry experience. Prior to joining Cerity Partners in 2026, he worked at Hasler & Company, Inc. for four years and held positions at Thriveworks Counseling, Anchor Financial, the City of Norfolk, and Virginia Military Institute. Cerity Partners is an SEC-registered investment adviser managing approximately $126.9 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, corporations, and institutional investors, offering customized portfolios with a focus on diversified asset allocation and access to alternative and private-market investments.

Matthew Richardson is a financial advisor with Cerity Partners LLC in Boston, MA. He holds a Series 65 designation and has one year of industry experience. Prior to joining Cerity Partners in 2026, he worked at Triple 5 Consulting and Trinity Wealth Securities, among other roles. 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 emphasizes tailored asset allocation, manager selection, and periodic rebalancing using proprietary quantitative screens alongside third-party managers and individual securities.

Alec Broughton is a CFP® and holds a Series 65 license with eight years of industry experience. He is currently with Cerity Partners LLC and previously worked at ARGI Financial Group and Western Kentucky University. Cerity Partners is an SEC-registered investment adviser serving individuals, families, trusts, corporations, and institutional investors 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 and private-market investments, using diversified asset allocation and both proprietary and third-party strategies.

Aram Schotts is a CFP® and Series 66-registered financial advisor with 13 years of industry experience. He is currently with Cerity Partners LLC and previously worked at Gamble Jones Investment Counsel and LPL Financial. 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 high-net-worth individuals, families, corporations, charitable institutions, and other investors, offering customized portfolios with a focus on diversified asset allocation and access to alternative and private-market investments.

Isabel Quinn is a financial advisor at Cerity Partners LLC with one year of industry experience. She holds a Series 65 designation and previously worked at Private Wealth Partners, LLC. Outside of her advisory role, she has experience with Some Like It Hot Yoga & Boutique and has a background connected to Marin Country Club and the University of Oregon. 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 proprietary quantitative screens to build client portfolios, alongside offering private-markets investments and affiliated pension consulting and insurance services.

Taynia Vakapuna is a CFP® professional with two years of industry experience, currently serving as a financial advisor at Cerity Partners LLC. She previously worked at Austin Private Wealth LLC and Aegis Wealth Group LLC. 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 range of clients, including individuals, families, trusts, corporations, and institutional investors, offering services such as investment management, financial planning, tax and insurance support, and access to alternative and private-market investments.

Steven Weintraub is a CFP® professional with 28 years of industry experience. He is currently with Cerity Partners LLC, having joined in 2025 following a 33-year tenure at West Coast Financial, LLC. He serves as a member and general partner of West Coast Financial, LLC, which manages several private real estate funds outside of Cerity Partners. Cerity Partners is an SEC-registered investment adviser serving a diverse client base including high-net-worth individuals, families, trusts, corporations, and institutional investors. The firm offers customized portfolios focused on diversified asset allocation and provides a broad range of services including investment management, financial planning, and access to alternative and private-market investments.

Steven Schoneman is a CFA® charterholder with 18 years of industry experience, currently serving as an advisor at Cerity Partners LLC. He has been with HPM Partners LLC since 2010. Cerity Partners is an SEC-registered investment adviser that serves a diverse client base including individuals, families, trusts, corporations, and institutional investors, managing approximately $126.9 billion in assets as of December 31, 2024. 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 and periodic rebalancing.

Mark Harbaugh is a financial advisor at Cerity Partners LLC with 12 years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services for 12 years. Outside of his advisory role, he serves as trustee for multiple family testamentary trusts, overseeing asset management, tax filings, and beneficiary distributions. Cerity Partners provides customized wealth management services to a diverse national client base, including high-net-worth individuals, families, trusts, and institutional investors. The firm employs tailored asset allocation and manager selection, integrating proprietary quantitative screens with third-party managers and individual securities.

Jon Yankee is a CFP® with 23 years of industry experience, currently serving as a financial advisor at Cerity Partners LLC since 2022. Prior to joining Cerity Partners, he spent 16 years at FJY Financial. 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 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.

Daniel Nolan is a financial advisor at Cerity Partners LLC with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Graypoint LLC and Hugh Johnson Advisors LLC. Nolan serves as a director on several nonprofit and business boards, including the UAlbany Foundation, Center for Disability Services Endowment Board, Combate Global, and Adapt Inc. 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, and access to alternative investments, emphasizing diversified asset allocation and customized portfolios.

Michael Mitchell is a financial advisor at Cerity Partners LLC with five years of industry experience. Prior to joining Cerity Partners in 2025, he worked at Graypoint LLC (formerly JNB Advisors) for six years and held roles at Bender Land Advisory and Holland and Knight LLP. 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 and manager selection processes, combining proprietary quantitative screens with third-party managers and individual securities, and operates multiple private markets offerings alongside affiliated consulting and insurance businesses.

Joseph Zurschmiede is a CFP® and holds a Series 65 license, currently serving as a financial advisor at Cerity Partners LLC with five years of industry experience. His prior roles include work at ARGI Investment Services, LLC and academic positions at the Brandeis School of Law, University of Louisville, and Ohio State University. 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 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.

Marissa Vollmer is a CFP® and Series 66-licensed financial advisor with nine years of industry experience. She is currently with Cerity Partners LLC and previously worked at Graypoint LLC (formerly JNB Advisors) and Goldman Sachs Ayco. Cerity Partners is an SEC-registered investment adviser serving a diverse client base, including high-net-worth individuals, families, corporations, and institutional investors, with approximately $126.9 billion in client assets. 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 portfolios.

Gary Silverman is a CFA® charterholder with 19 years of industry experience. He is currently with Cerity Partners LLC and Cerity Partners Retirement Plan Advisors, having worked previously at Blue Prairie Group LLC. He holds Series 63 and Series 65 licenses. Cerity Partners is an SEC-registered investment adviser serving a diverse client base that includes individuals, families, trusts, estates, corporations, charitable institutions, and other institutional investors. The firm provides a range of services including investment management, financial planning, tax and insurance support, retirement plan services, and access to alternative and private-market investments, emphasizing customized, diversified portfolios.

Clayton Willoughby is a financial advisor at Cerity Partners LLC in Louisville, KY, with two years of industry experience. He holds a Series 65 designation and has prior work experience at Golf Headquarters and Lowe's Home Improvement, as well as a decade in full-time education. Cerity Partners is an SEC-registered investment adviser serving a broad client base, including individuals, families, trusts, corporations, and institutional investors, with approximately $126.9 billion in client assets under management. 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 diversified asset allocation and customized portfolios.

Steven Williams is a financial advisor with Cerity Partners LLC, holding Series 63 and Series 65 credentials and 24 years of industry experience. He has worked at Cerity Partners since 2020 and concurrently with Cantor Fitzgerald & Co. since 2015. Cerity Partners is an SEC-registered investment adviser serving a diverse client base that includes individuals, families, trusts, corporations, and institutional investors, managing approximately $126.9 billion in client assets. 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 portfolios.

Andrew Fairman is a CFP®, CFA®, and holds a Series 66 license with 20 years of industry experience. He is currently with Cerity Partners LLC, where he has worked since 2024. His prior experience includes roles at Strategic Benefit Consultants, Inc., LPL Financial, LLC, and UBS Financial Services. Cerity Partners is an SEC-registered investment adviser serving a broad range of clients including individuals, families, institutions, and corporations. The firm manages approximately $126.9 billion in client assets and offers services such as investment management, financial planning, tax and insurance support, and access to alternative and private-market investments.

Christopher Pleshek is a financial advisor at Cerity Partners LLC in Fort Worth, TX, holding the PFS™ designation. He has been with Cerity Partners since 2021 and previously worked at Whitley Penn, LLP and Texas Christian University. 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 diversified asset allocation and customized portfolios.