Jane Merkle is a financial advisor at Cerity Partners LLC holding a Series 65 designation. She has one year of industry experience, including her current role at Cerity Partners and a prior position at Delegat. Before entering the financial advisory field, she worked in education at UC San Diego, Marin Catholic High School, and Marin Waldorf School. 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 employs tailored asset allocation, manager selection, and proprietary quantitative screening as part of its investment approach, and offers a range of services including portfolio management, financial planning, retirement consulting, and access to alternative and private-market investments.

James Costello is a financial advisor at Cerity Partners LLC in Jacksonville, FL. He holds a Series 65 designation and has been with Cerity Partners since 2021. His prior experience includes roles at Bradley, Foster & Sargent and the Inherent Group, as well as a period focused on full-time education at Trinity College. 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 employs tailored asset-allocation, manager selection, and periodic rebalancing utilizing proprietary quantitative screens alongside third-party managers and individual securities.

Bradley Prosper is a financial advisor at Cerity Partners LLC in Pittsburgh, PA, holding the CFP®, CFA®, and Series 65 designations with nine years of industry experience. He previously worked at XPYRIA Investment Advisors, Inc. for eight years before joining Cerity Partners. Cerity Partners provides customized wealth management services to a diverse national client base, including high-net-worth individuals, families, business entities, and institutional investors. The firm employs tailored asset-allocation strategies and manager selection, integrating proprietary quantitative screens and private-market offerings as part of its investment approach.

Justin Dumouchelle is a CFP®, CFA®, and Series 63 licensed financial advisor with 21 years of industry experience. He has worked at Cerity Partners LLC since 2021, following a 15-year tenure at Bainco International Investors and 12 years at Newbury Street Capital, LP. Outside of his advisory role, he serves as a director on the boards of Tego, Inc., a technology solutions company, and Brilliant Move, Inc., a mobile application focused on consumer furniture delivery. 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 employs tailored asset allocation, manager selection, and periodic rebalancing, utilizing proprietary quantitative screens and third-party managers, alongside private-market offerings and affiliated pension consulting and insurance services.

Ansh Anand is a financial advisor at Cerity Partners LLC based in New York, NY, holding a Series 65 designation with one year of industry experience. Prior to joining Cerity Partners, he held roles at the University of Houston, Willis Johnson & Associates, KinETIX Fitness Center, and Grimaldi's Pizzeria. 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 employs tailored asset allocation, manager selection, and periodic rebalancing using proprietary quantitative screens alongside third-party managers and individual securities.

Coleman Logsdon is a Series 65-licensed financial advisor at Cerity Partners LLC with two years of industry experience. His background includes roles at ARGI Financial Group and UPS, as well as teaching experience at Georgetown College and North Hardin High School. He has also worked at Lincoln Trail Country Club. 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 a tailored approach combining proprietary quantitative screens with third-party managers and individual securities to build client programs, and it operates multiple private-markets offerings alongside affiliated pension consulting and insurance services.

Jane Chrumka is a CFP®-certified financial advisor with Cerity Partners LLC in Boston, MA, and has eight years of industry experience. She has been with Cerity Partners since 2023 and previously focused on full-time parenting. 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’s approach combines tailored asset allocation, manager selection, and quantitative screening to build client portfolios, alongside a range of additional services such as retirement plan consulting and access to private-market investments.

Kyle Lantow is a CFP® and holds a Series 65 license with three years of industry experience. He is currently with Cerity Partners LLC and previously worked at West Coast Financial, LLC. Outside of his advisory role, Lantow serves as a river rafting guide for Momentum River Expeditions, Inc. 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 offers tailored asset allocation, manager selection, and periodic rebalancing using proprietary quantitative screens alongside third-party managers and individual securities.

Colin Sharp 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 Stewardship Wealth Management, Venture Realty, and Professional Supply. Outside of finance, his background includes roles in education and the hospitality industry. 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 diversified asset allocation and customized portfolio strategies.

William Hageboeck is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Cerity Partners LLC since 2024. Prior to this, he spent eight years with Abbrea Capital, LLC. Cerity Partners provides customized wealth management and related services to a wide range of clients, including high-net-worth individuals, families, trusts, business entities, and institutional investors. The firm employs a tailored asset-allocation approach, combining proprietary quantitative screens with third-party managers and individual securities, and offers access to alternative and private-market investments.

Matthew Olver is a CFP® professional with 25 years of experience in the financial advisory industry. He has worked at HPM Partners LLC for 10 years and spent 15 years at Spero-Smith Investment Advisers, Inc. He is currently with Cerity Partners LLC in Cleveland, OH. 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 emphasizes tailored asset allocation, manager selection, and periodic rebalancing, utilizing proprietary quantitative screens alongside third-party managers and individual securities.

Lauren Mallon is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Cerity Partners LLC. Her prior roles include positions at Graypoint LLC, BNY Mellon, and The Ayco Company, L.P./Mercer Allied. She is active in nonprofit governance as a board member of both the Sunnyview Rehabilitation Hospital Foundation and Siena College’s Board of Advisors. 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 employs tailored asset allocation, manager selection, and periodic rebalancing, using proprietary quantitative screens alongside third-party managers and individual securities.

Moises Abascal Carrasco is a financial advisor at Cerity Partners LLC with one year of industry experience. He holds a Series 65 designation and previously worked at SOL Capital Management Company and TD Bank. Cerity Partners provides customized wealth management and related services to individuals, families, trusts, business entities, charitable organizations, and institutional investors nationwide. The firm’s approach includes tailored asset allocation, manager selection, and periodic rebalancing, utilizing proprietary quantitative screens alongside third-party managers and individual securities.

Brian Tu is a financial advisor at Cerity Partners LLC with 21 years of industry experience. He holds the Series 66 designation and has been with HPM Partners LLC since 2012. 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 manages approximately $126.9 billion in client assets and offers customized portfolios with diversified asset allocation, combining proprietary quantitative screening and third-party managers, along with a range of services including investment management, financial planning, tax and insurance support, and access to alternative and private-market investments.

Carlee Luciano is a financial advisor at Cerity Partners LLC with two years of industry experience. She previously worked at Goldman Sachs for five years and held roles at SEFCU and Ayco, a Goldman Sachs company. 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 periodic rebalancing, utilizing proprietary quantitative screens alongside third-party managers and individual securities.

Jackson Rabuck is a CFP® with 12 years of industry experience, currently serving as an advisor at Cerity Partners LLC since 2025. Prior to joining Cerity Partners, he worked at West Coast Financial, LLC for eight years. He is also a member and general partner of West Coast Financial, LLC, which manages several private real estate funds maintained as outside business activities. 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, 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.

Douglas Bonaquist is a financial advisor at Cerity Partners LLC with 25 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at UBS Financial Services for 10 years before joining Cerity Partners in 2021. Cerity Partners is an SEC-registered investment adviser serving individuals, families, trusts, corporations, charitable institutions, and other investors, managing approximately $126.9 billion in client assets. The firm offers customized portfolios emphasizing diversified asset allocation and provides services including investment management, financial planning, tax and insurance support, retirement plan services, and access to alternative and private-market investments.

Alexandria Reeves is a CFP® and holds a Series 65 license, with five years of industry experience. She has worked at Cerity Partners since 2023 and previously was with ARGI Investment Services, LLC from 2020 to 2023. Before her advisory career, she spent four years at Furman University. 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 employs tailored asset allocation and manager selection strategies, incorporating proprietary quantitative screens alongside third-party managers and individual securities.

Joseph Fraser is a CFP® and holds a Series 66 license with one year of industry experience. He currently works at Cerity Partners LLC and has prior experience at Graypoint LLC, Greater Amsterdam School District, and Ayco Goldman Sachs. Before entering the financial industry, he spent five years in full-time education. Cerity Partners is an SEC-registered investment adviser serving a diverse client base including individuals, families, trusts, corporations, charitable institutions, and other investors, managing approximately $126.9 billion in client assets. The firm offers a range of services including investment management, financial planning, tax and insurance support, and retirement plan services, with an emphasis on diversified asset allocation and access to alternative and private-market investments.

Kirsten Williams is a financial advisor with Cerity Partners LLC, holding a Series 65 designation and beginning her industry career in 2026. Prior to joining Cerity Partners, she worked four years at Heb and has experience in both education and the hospitality sector. Cerity Partners provides customized wealth management services to a wide range of clients, 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.