Brian Wilson is a financial advisor at Cerity Partners LLC with one year of industry experience. He holds a Series 65 designation and previously worked at First Republic Bank, RealtyShares, and Funding Circle. Cerity Partners is an SEC-registered investment adviser serving a diverse client base including individuals, families, corporations, and institutional investors, managing approximately $126.9 billion in 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 customized, diversified portfolios and a broad set of affiliated capabilities.

Michael Bryan is a financial advisor at Cerity Partners LLC with 12 years of industry experience. He holds a Series 65 designation and previously worked at ARGI Financial Group for 16 years before joining Cerity Partners in 2023. Cerity Partners provides customized wealth management services to a wide national client base, including individuals, families, trusts, business entities, and institutional investors. The firm uses tailored asset allocation and manager selection, combining proprietary quantitative screens with third-party managers and individual securities, and offers a range of services including portfolio management, financial planning, retirement plan consulting, tax planning, and access to alternative and private-market investments.

Jennette Brilliant is a CFP® and holds a Series 66 license with five years of industry experience. She has worked at Cerity Partners LLC since 2023 and previously at AJ Wealth and Silver Point Capital LP. 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 discretionary and non-discretionary investment management, financial planning, tax and insurance support, retirement plan services, and access to alternative and private-market investments.

Vonnerika Carrington is a financial advisor at Cerity Partners LLC with 16 years of industry experience. She holds the Series 66 designation and has worked at Cerity Partners since 2019, following a 12-year tenure at The Ayco Company, L.P./Mercer Allied. Cerity Partners is an SEC-registered investment adviser serving a diverse client base that includes high-net-worth individuals, families, 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 portfolio strategies.

Harry Shamlian is a financial advisor at Cerity Partners LLC with 23 years of industry experience. He holds the CFP® designation and Series 66 license. Prior to joining Cerity Partners in 2025, he worked at Graypoint LLC, Veracity Capital LLC, and Goldman Sachs AYCO. 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 such as investment management, financial planning, tax and insurance support, and retirement plan services, emphasizing diversified asset allocation and customized portfolios.

Lindsey Nadel is a financial advisor at Cerity Partners LLC in New York, NY, holding Series 63 and Series 65 licenses with nine years of industry experience. She has been with Cerity Partners since 2014. 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 proprietary quantitative screening as part of its investment approach.

Jack Payne is a financial advisor at Cerity Partners LLC with three years of industry experience. He holds a Series 65 designation and has previously worked at Sole Promo, Paragon Management Group, General Electric, and Little Caesars. 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 using proprietary quantitative screens alongside third-party managers and individual securities.

Jill Reiter is a financial advisor at Cerity Partners LLC with three years of industry experience. She holds a Series 65 designation and previously worked at ARGI Financial Group, Stiles, Carter and Associates, and Armag. Outside of her advisory role, she serves as a youth coach for the South Nelson Youth Soccer Association. Cerity Partners provides customized wealth management 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 through proprietary quantitative screens and offers a range of services including portfolio management, financial planning, and access to alternative and private-market investments.

Timothy Macherone is a financial advisor at Cerity Partners LLC with 20 years of industry experience. He holds a Series 66 designation and has previously worked at Shade Tree Advisors LLC and Goldman Sachs AYCO. 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 access to alternative and private-market investments, emphasizing diversified asset allocation and customized portfolios.

Daniel Johnson is a financial advisor at Cerity Partners LLC in New York, NY, holding a Series 65 license with one year of industry experience. Prior to joining Cerity Partners, he worked at Preston Wealth Advisors and held multiple positions at Virginia Tech. 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 and manager selection strategies, combining proprietary quantitative screens with third-party managers and individual securities.

Jack Scaff III is a financial advisor at Cerity Partners LLC with 14 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at Brouwer & Janachowski, LLC for 13 years. Outside of his advisory role, he serves as a board member and treasurer for getVocal For Victims, a nonprofit organization based in Martinez, CA. 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 retirement plan services, focusing on customized, diversified portfolios and access to alternative and private-market investments.

Alia Wagenhoffer is a CFP® and holds a Series 65 license with 12 years of industry experience. She is currently with Cerity Partners LLC and has been with Wealthspire Advisors since 2015. Cerity Partners is an SEC-registered investment adviser 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 access to alternative and private-market investments, emphasizing customized and diversified portfolio strategies.

Robert Tittle is a CFP® and holds a Series 65 license, with 11 years of industry experience. He is currently with Cerity Partners LLC in Bowling Green, KY, having previously worked at ARGI Investment Services from 2015 to 2023. 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 strategies, combining proprietary quantitative screens with third-party managers and individual securities.

Phong Luu is a CFA® charterholder based in Los Angeles, CA, with four years of industry experience. He currently works at Cerity Partners LLC, where he has been employed since 2022. Prior to this, he spent 16 years at Covington Capital Management. 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 quantitative screening alongside third-party managers and individual securities, and offers multiple private-markets investment programs and affiliated consulting and insurance services.

Joseph Walsh 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 Ameriprise and Convergence Research. His background also includes roles in education and community organizations. 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 a tailored investment approach using proprietary quantitative screens alongside third-party managers and individual securities, and it offers a variety of affiliated services such as retirement plan consulting and access to private-market investments.

Daniel Dunham is a CFP® and ChFC® with two years of experience in financial advising. He is currently with Cerity Partners LLC and previously worked at DWR Wealth Management, LLC. Outside of his advisory role, he is involved with Dunham Associates CPAs, Inc., where he assists with accounting and tax preparation. Cerity Partners provides customized wealth management services to a broad national client base, including individuals, families, trusts, estates, business entities, and institutional investors. The firm uses tailored asset allocation, manager selection, and proprietary quantitative screens to build client programs, and offers additional services such as retirement plan consulting and access to alternative investments.

Spencer Roule is a financial advisor with Cerity Partners LLC in Cleveland, OH, holding a Series 65 designation and seven years of industry experience. He has been with Cerity Partners since 2018 and previously worked at Marsh, Berry & Company, Inc. and John Carroll University. 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 uses tailored asset allocation, manager selection, and proprietary quantitative screens alongside various investment options to build client programs.

Jacob Ward is a CFP® professional with four years of industry experience, currently working at Cerity Partners LLC since 2023. His prior roles include positions at ARGI, King and Company CPAs, and Louis T Roth and Company, PSC. Outside of financial advising, he is involved in tax preparation through ARGI CPA and Advisors, PLLC and works as a soccer referee. Cerity Partners provides customized wealth management and related services to a national client base, including high-net-worth individuals, families, trusts, estates, business entities, and institutional investors. The firm employs tailored asset allocation, manager selection, and proprietary quantitative screening to build client portfolios, while also offering specialized services such as retirement plan consulting and access to alternative and private-market investments.

Lenee Dirzuweit is a financial advisor at Cerity Partners LLC with 30 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including RBC Capital Markets Corporation and Maryland Capital Management. Cerity Partners is an SEC-registered investment adviser serving a diverse client base including individuals, families, trusts, corporations, charitable institutions, 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, emphasizing diversified asset allocation and customized portfolios.

Shannon Graziano is a financial advisor at Cerity Partners LLC in New York, NY, holding Series 63 and Series 66 licenses with two years of industry experience. Her prior work includes roles at Merrill, Goldman Sachs, and Lucia Boutique. Cerity Partners provides customized wealth management services to a diverse national clientele, including high-net-worth individuals, families, trusts, and institutional investors. The firm emphasizes tailored asset allocation and manager selection utilizing both proprietary quantitative methods and third-party managers, alongside a range of private-market investment offerings.