Sara Paz is a financial advisor with Cerity Partners LLC in Boston, MA, holding a Series 66 credential and with one year of industry experience. Prior to joining Cerity Partners, she worked at Equitable Advisors LLC and held roles at Blank Street and Grade Potential Tutoring. 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 uses tailored asset allocation and manager selection combined with proprietary quantitative screens and third-party managers to build client programs.

Valerie Rosaly is a CFP® and ChFC® with 27 years of experience in the financial industry. She is currently with Cerity Partners LLC and previously worked at UBS Financial Services for 18 years, as well as at LPL Financial, IFMG Securities, Inc., and PGIM Investments LLC. Cerity Partners provides customized wealth management and related services to a national client base that includes individuals, families, trusts, business entities, charitable organizations, and institutional investors. The firm employs tailored asset-allocation, manager selection, and periodic rebalancing, combining proprietary quantitative screens with third-party managers and individual securities.

Kate Kittinger is a financial advisor with Cerity Partners Retirement Plan Consultants in Los Angeles, CA. She holds Series 63 and Series 65 credentials and has 15 years of industry experience. Kittinger has been with Cerity Partners LLC since 2013. Cerity Partners Retirement Plan Consultants advises plan sponsors of defined contribution and defined benefit plans, providing ERISA fiduciary services, participant advice, plan design, and administrative support. The firm focuses on asset-allocation driven model portfolios and written investment policy statements, managing the majority of its assets on a non-discretionary basis.

Constance Walker is a financial advisor at Cerity Partners LLC with 19 years of industry experience. She holds a Series 65 credential and previously worked at Algonquin Advisors LLC for 17 years before joining Cerity Partners in 2020. Cerity Partners is an SEC-registered investment adviser serving a diverse client base including individuals, families, trusts, estates, corporations, charitable institutions, foundations, and institutional investors. The firm manages approximately $126.9 billion in client assets and offers a range of services such as discretionary and non-discretionary investment management, financial planning, tax and insurance support, retirement plan services, and access to alternative and private-market investments.

Colin Gray is a CFP® and Series 65 credentialed advisor with 13 years of industry experience. He is currently with Cerity Partners LLC and previously worked at ARGI Investment Services and ARGI Financial Group for 11 years. Cerity Partners is an SEC-registered investment adviser serving a diverse client base including individuals, families, trusts, estates, corporations, charitable institutions, and other institutional investors. The firm offers 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, emphasizing diversified asset allocation and customized portfolios.

Joshua Berdet is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Cerity Partners LLC since 2021. Prior to joining Cerity, he worked at Merrill from 2015 to 2021. Berdet holds a Series 66 license and is based in Franklin, TN. Cerity Partners is an SEC-registered investment adviser managing approximately $126.9 billion in client assets, serving a diverse client base including individuals, families, institutions, and corporations. The firm offers a range of services such as 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.

Timothy Keating is a financial advisor with Cerity Partners LLC in Denver, CO, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He previously led Keating Wealth Management, LLC for nine years before joining Cerity Partners in 2024. Cerity Partners is an SEC-registered investment adviser serving a diverse client base including individuals, families, trusts, corporations, and institutional investors, managing approximately $126.9 billion in assets. The firm offers a comprehensive 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 a variety of affiliated capabilities.

Brian Casey is a CFP® and holds a Series 66 designation with 16 years of industry experience. He is currently with Cerity Partners LLC, where he has worked since 2023, following prior roles at ARGI Investment Services, LLC and TD Ameritrade Inc. based in Cincinnati, OH. Cerity Partners is an SEC-registered investment adviser serving a diverse client base including individuals, families, trusts, estates, 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 access to alternative and private-market investments, with a focus on diversified asset allocation and customized portfolios.

Jared Brown is a financial advisor at Cerity Partners LLC with a Series 65 credential and two years of industry experience. His prior roles include positions at Liberty Federal Credit Union and First State Bank, as well as time spent at the University of Kentucky. Cerity Partners is an SEC-registered investment adviser serving a diverse client base that includes 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 customized portfolios.

Adam Sauri is a financial advisor at Cerity Partners LLC with 13 years of industry experience. He holds the CFP®, CFA®, and Series 65 credentials. Prior to joining Cerity Partners in 2026, he worked at SOL Capital Management Company from 2012 to 2025. 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, manager selection, and periodic rebalancing with proprietary quantitative screens and third-party managers, and offers services such as portfolio management, financial planning, retirement plan consulting, and access to alternative and private-market investments.

Jeremy Leffel is a financial advisor at Cerity Partners LLC with two years of industry experience. He previously worked at Morgan Stanley and Jennison Associates. Leffel holds Series 63 and Series 65 licenses. Cerity Partners provides customized wealth management and related services to a national client base, including individuals, families, trusts, business entities, and institutional investors. The firm utilizes tailored asset allocation, manager selection, and proprietary quantitative screens alongside external managers and securities.

Chase Pappas is a financial advisor at Cerity Partners LLC with one year of industry experience. He holds a Series 65 designation and has held roles at Cerity Partners since 2024. Prior to his advisory career, he was involved with Virginia Polytechnic Institute and State University and worked at Princess Anne Country Club. 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 and manager selection, combining proprietary quantitative screens with third-party managers and individual securities, and offers specialized private-market investment programs alongside affiliated consulting and insurance services.