Adam Armstrong is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Cerity Partners LLC. He previously worked at Pinnacle Associates, Ltd., Withum Wealth Management, Duco Technologies, Fisher Investments, and Equitable Advisors. Cerity Partners advises a diverse client base including high-net-worth individuals, families, trusts, business entities, and institutional investors, managing approximately $166.2 billion in client assets as of December 31, 2025. The firm offers customized wealth management services with an investment approach centered on client-specific profiles, quantitative screening, and access to alternative and private market solutions.

Isabel Scharmer is a CFA® charterholder with 27 years of industry experience. She is currently with Cerity Partners LLC, where she has worked since 2021. Prior to that, she was employed at Bainco International Investors LLC for nine years and Newbury Street Capital, LP for sixteen years. Outside of finance, she is a partial owner and general manager of Divadend Footwear LLC, a women's shoe retailer. Cerity Partners advises a diverse client base including high-net-worth individuals, families, trusts, charitable institutions, and institutional investors, managing approximately $166.2 billion in client assets. The firm offers customized wealth management services with an investment approach that integrates client-specific profiles, quantitative screening, and access to alternative and private market solutions.

Samuel Afari Aikins is a CFP® professional at Cerity Partners LLC with nine years of industry experience. He previously worked at Daintree Advisors LLC for eight years before joining Cerity Partners in 2022. Cerity Partners serves a diverse client base including high-net-worth individuals, families, trusts, business entities, and institutional investors, managing approximately $166.2 billion in client assets. The firm offers customized wealth management services that incorporate proprietary quantitative screening, manager selection, and access to alternative and private market solutions for qualified clients.

Jason Rothman is a financial advisor at Cerity Partners LLC in Boston, MA. He holds a Series 65 designation and has prior experience with Focus Partners Wealth, LPL Financial, and various roles outside the financial industry. Cerity Partners advises a diverse client base, including high-net-worth individuals, families, trusts, businesses, and institutional investors, managing approximately $166.2 billion in client assets as of December 31, 2025. The firm offers customized wealth management services using a client-specific investment framework that incorporates quantitative screening, manager selection, and access to alternative and private market solutions.

William Speciale is a financial advisor at Cerity Partners LLC with 18 years of industry experience. He holds a Series 65 designation and has worked previously at Daintree Advisors LLC and Calibre Advisory Services Inc. He serves on the board of the Public Life Foundation of Owensboro, where he leads the Investment and Personnel committees. Cerity Partners advises a diverse client base including high-net-worth individuals, families, trusts, charitable institutions, and institutional investors, managing approximately $166.2 billion in client assets as of December 2025. The firm offers customized wealth management services, combining proprietary quantitative methods with third-party strategies and direct security selection, and provides access to alternative and private market solutions for qualified clients.

Melanie Murphy is a CFP® with four years of industry experience, currently serving as a financial advisor at Cerity Partners LLC in Boston, MA. Prior to her current role, she worked at PricewaterhouseCoopers LLP and Keurig Green Mountain, Inc. Cerity Partners advises a wide range of clients, including individuals, families, trusts, foundations, and institutional investors, managing approximately $166.2 billion in client assets as of December 2025. The firm offers customized wealth management services and employs an investment framework that combines proprietary screening, manager selection, and direct security selection, with access to alternative and private market solutions for qualified clients.

Mary Shahian is a financial advisor at Cerity Partners LLC with 25 years of industry experience. She holds the CFP®, ChFC®, and Series 65 designations. Her prior experience includes roles at Daintree Advisors LLC, Calibre Advisory Services Inc., and Tanager Financial Services Inc. She serves as a trustee and Finance Committee member at Gordon College and is also on the board and Finance Committee of Adolescent Consultation Services, a social services organization for at-risk youth. Cerity Partners advises a broad range of clients, including individuals, families, trusts, business entities, charitable institutions, and institutional investors, managing approximately $166.2 billion in client assets. The firm offers customized wealth management services and employs a client-specific investment framework that integrates quantitative screening, manager selection, and access to alternative and private market solutions.

Stephen Oliver is a CFP®, CFA®, and holds a Series 65 license with 30 years of industry experience. He is currently with Cerity Partners LLC, where he has worked since 2022, and previously held positions at Daintree Advisors LLC, Calibre Advisory Services Inc., and Tanager Financial Services Inc. Outside of finance, he serves on the Board of Managers for Barrell House Z, a craft brewery based in Weymouth, MA. Cerity Partners advises a diverse client base including individuals, families, trusts, estates, business entities, charitable institutions, and institutional investors, managing approximately $166.2 billion in client assets as of the end of 2025. The firm offers customized wealth management services and utilizes a client-specific investment framework that combines quantitative screening, manager selection, and both third-party and direct security approaches, with specialized offerings in alternative and private market solutions for qualified clients.

Tyler Calder is a CFP® with 10 years of industry experience, currently with Cerity Partners LLC in Boston, MA. He previously worked at Wilmington Trust / M&T Bank and TD Bank. Cerity Partners advises a diverse range of clients including high-net-worth individuals, families, trusts, business entities, and institutional investors, managing approximately $166.2 billion in client assets. The firm offers customized wealth management services that incorporate both proprietary quantitative methods and direct security selection, and provides access to alternative and private market solutions for qualified clients.

Evan Kaplan is a CFP® and CFA® with 10 years of industry experience. He currently works at Cerity Partners LLC and was previously with Daintree Advisors LLC. Evan serves as a compensated member of the Nomination Committee of the New Hampshire Electric Cooperative, Inc., reviewing candidates for the cooperative’s Board of Directors. Cerity Partners advises a diverse client base including individuals, families, trusts, business entities, charitable institutions, and institutional investors, managing approximately $166.2 billion in assets. The firm offers customized wealth management services and employs an investment approach centered on client-specific profiles, combining quantitative screening, manager selection, and access to alternative and private market solutions.

Adam Bowers is a CFP® with four years of industry experience currently with Cerity Partners LLC. He previously worked at The Colony Group, LLC for five years and at Merrill for two years. Before entering financial advising, he was employed at College Pro Painters and attended The College of Saint Rose. Cerity Partners provides customized wealth management services to a diverse client base including individuals, families, trusts, business entities, charitable institutions, and other investors, managing approximately $166.2 billion in client assets. The firm’s investment approach combines proprietary quantitative screening, manager selection, and asset allocation tailored to client-specific profiles, offering access to alternative and private market solutions for qualified clients.

Todd Crowley is a financial advisor at Cerity Partners LLC in Boston, MA, with three years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining Cerity Partners in 2025, he worked at MassMutual/MMLIS for six years and Guardian/Bulfinch Group for four years. Cerity Partners advises a diverse client base, including high-net-worth individuals, families, trusts, business entities, and institutional investors. The firm offers customized wealth management services and employs an investment framework centered on client-specific profiles, combining quantitative screening, manager selection, and direct security selection, while also providing access to alternative and private market solutions.

Kyle Westfall is a financial advisor at Cerity Partners LLC in Boston, MA, holding a Series 65 designation with one year of industry experience. He has been with Cerity Partners since 2024 and previously worked full-time in education for ten years. Cerity Partners serves a broad range of clients including individuals, families, trusts, estates, business entities, charitable institutions, and other institutional investors, managing approximately $166.2 billion in client assets. The firm offers customized wealth management services and employs an investment approach centered on client-specific profiles, combining quantitative screening, manager selection, and access to alternative and private market solutions.

Lauren Desforge is a CFP® and PFS™ credentialed advisor with 28 years of industry experience. She is currently with Cerity Partners LLC, where she has worked since 2022, following prior roles at Daintree Advisors LLC, Calibre Advisory Services Inc., and Tanager Financial Services Inc. She serves on the board and finance committee of the Massachusetts Collaborative Law Council and volunteers with Advisers Give Back, a nonprofit providing financial advice to low-income families. Cerity Partners advises a diverse client base including individuals, families, trusts, estates, business entities, and institutional investors, managing approximately $166.2 billion in client assets as of December 2025. The firm offers customized wealth management services using client-specific investment profiles combined with quantitative screening, manager selection, and access to alternative and private market solutions.

Alexander Gross is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Cerity Partners LLC since 2022. His prior roles include a decade at Daintree Advisors LLC and six years at Calibre Advisory Services Inc. Gross holds a Series 65 license and is based in Boston, MA. Cerity Partners advises a wide range of clients, including high-net-worth individuals, families, trusts, and institutional investors, managing approximately $166.2 billion in assets. The firm offers customized wealth management services and employs a client-specific investment approach incorporating proprietary quantitative methods, third-party strategies, and direct security selection, along with access to alternative and private market solutions.

Barbara Attardo is a CFP® professional with 20 years of industry experience. She currently works at Cerity Partners LLC, where she has been since 2022. Prior to that, she held roles at Daintree Advisors LLC, Calibre Advisory Services Inc., and Tofia's Financial Advisors LP. Cerity Partners serves a diverse client base including individuals, families, trusts, institutional investors, and charitable organizations, managing approximately $166.2 billion in assets as of December 2025. The firm offers customized wealth management services and utilizes a client-specific investment framework incorporating quantitative screening, manager selection, and access to alternative and private market solutions.

Mark Andersen is a financial advisor at Cerity Partners LLC in Boston, MA, holding a Series 65 designation with one year of industry experience. He previously worked at Wilmington Trust Company for nine years before joining Cerity Partners in 2022. Cerity Partners serves a diverse client base including individuals, families, trusts, business entities, charitable institutions, and institutional investors, managing approximately $166.2 billion in client assets as of December 31, 2025. The firm offers customized wealth management services and combines proprietary investment screening with third-party strategies and direct security selection, providing access to alternative and private market solutions for qualified clients.

Kayleigh Harris is a financial advisor with Cerity Partners LLC in Boston, MA, holding a Series 65 designation and two years of industry experience. Prior to joining Cerity Partners in 2022, she held roles at Evofem Biosciences and Rippling, and spent four years in full-time education. Cerity Partners serves a broad range of clients, including high-net-worth individuals, families, trusts, business entities, and institutional investors, managing approximately $166.2 billion in assets as of December 31, 2025. The firm offers customized wealth management services and employs an investment approach centered on client-specific profiles and asset allocation, with access to alternative and private market solutions for qualified clients.

Robert Markus Jr. is a financial advisor at Cerity Partners LLC in Boston, MA, with one year of industry experience. He holds a Series 65 designation and joined Cerity Partners in 2024 after spending ten years in full-time education. Cerity Partners serves a broad range of clients, including individuals, families, trusts, business entities, and institutional investors, managing approximately $166.2 billion in client assets as of December 2025. The firm offers customized wealth management services and employs an investment approach focused on client-specific profiles, quantitative screening, and a combination of third-party strategies and direct security selection, with access to alternative and private market solutions for qualified clients.

David Beatty is a CFP® professional affiliated with Cerity Partners LLC, based in Boston, MA, with 29 years of industry experience. His prior roles include positions at First Trust Direct Indexing LP, Entwood Holdings LLC, Veriti Management LLC, Daintree Advisors LLC, Calibre Advisory Services Inc., and Tanager Financial Services Inc. Cerity Partners advises a diverse clientele, including high-net-worth individuals, families, trusts, foundations, endowments, and institutional investors, managing approximately $166.2 billion in client assets as of December 31, 2025. The firm offers customized wealth management services and employs a client-specific investment framework that integrates proprietary quantitative screening, manager selection, and access to alternative and private market solutions.

Leo Pandolfi is a financial advisor at Cerity Partners LLC based in Boston, MA, holding a Series 65 designation with one year of industry experience. Prior to joining Cerity Partners in 2025, he was self-employed and has held roles at the Fulbright Association and Boston College. Cerity Partners advises a wide range of clients, including high-net-worth individuals, families, trusts, estates, business entities, and institutional investors. The firm offers customized wealth management services and employs an investment approach that integrates client-specific profiles with quantitative screening, manager selection, and access to alternative and private market solutions.

Emily Lynch is a financial advisor with Cerity Partners LLC in Boston, MA, holding Series 63 and Series 65 credentials and 12 years of industry experience. She has worked primarily at Cerity Partners since 2021 and previously held positions at Bainco International Investors LLC and Newbury Street Capital Limited Partnership. Cerity Partners provides wealth management services to a diverse client base, including high-net-worth individuals, families, trusts, business entities, and institutional investors, managing approximately $166.2 billion in client assets as of December 2025. The firm’s investment approach combines customized client profiles with quantitative screening, manager selection, and access to alternative and private market solutions.

Ralph Coutant is a CFA® charterholder with 11 years of industry experience. He has worked at Cerity Partners LLC since 2022 and previously spent a decade at Matarin Capital Management. Cerity Partners serves a diverse client base including high-net-worth individuals, families, trusts, foundations, and institutional investors, providing customized wealth management services that incorporate proprietary quantitative screening, manager selection, and access to alternative and private market solutions.

Jonathan Dunham is a CFP® professional with experience in financial advising since 2016. He has worked at Daintree Advisors LLC, Commonwealth Financial Network, and is currently with Cerity Partners LLC. Cerity Partners advises a diverse client base, including individuals, families, business entities, and institutional investors, offering customized wealth management services that integrate proprietary quantitative methods with third-party strategies and direct security selection. The firm also provides access to alternative and private market solutions and operates affiliated businesses that expand its in-house service offerings.

Kent Forkner is a financial advisor at Cerity Partners LLC with 16 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Veriti Management LLC and Daintree Advisors LLC. Outside of his advisory role, he serves as a volunteer member of the investment committee for Christian Camps & Conferences, Inc., assisting in asset allocation and manager selection. Cerity Partners provides customized wealth management services to a diverse client base including individuals, families, trusts, estates, and institutional investors. The firm employs a client-specific investment framework combining quantitative screening, manager selection, and access to alternative and private market solutions.

Sawyer Rothmann is a CFA® charterholder and holds a Series 66 license, with six years of industry experience. He is currently with Cerity Partners LLC in Boston, MA, where he has worked since 2021. Prior to this, he was with Bainco International Investors LLC and The Ayco Company, L.P./Mercer Allied. Cerity Partners advises a wide range of clients, including high-net-worth individuals, families, trusts, and institutional investors, managing approximately $166.2 billion in assets as of December 31, 2025. The firm offers customized wealth management services and employs a client-specific investment approach that integrates quantitative screening, manager selection, and access to alternative and private market solutions.

Michael O'Brien is a financial advisor with Cerity Partners LLC in Boston, MA, holding Series 63, 65, and 66 licenses and bringing six years of industry experience. His prior roles include positions at Wilmington Trust, Cambridge Trust Co., and Citizens Financial Group. Outside of advisory work, he is co-manager of OWL Sanitation, LLC, a trash sanitation business serving personal and commercial clients. Cerity Partners advises a diverse client base, including high-net-worth individuals, families, trusts, institutions, and business entities, with approximately $166.2 billion in client assets under management as of December 2025. The firm offers customized wealth management services that incorporate proprietary investment screening, manager selection, and alternative investment access through affiliated platforms.

Michael Eglow is a financial advisor with Cerity Partners LLC in Boston, MA, holding a Series 65 license and having two years of industry experience. Prior to Cerity Partners, he worked at The Colony Group, LLC and Cantella & Company Inc. Cerity Partners advises a diverse client base including high-net-worth individuals, families, trusts, business entities, and institutional investors, managing approximately $166.2 billion in client assets. The firm’s investment approach combines customized investment profiles, quantitative screening, and access to alternative and private market solutions.

Jacqueline Price is a financial advisor with Cerity Partners LLC in Boston, MA, holding a Series 65 designation. She has worked professionally since 2017, including roles at Putnam Investments and Grantham Mayo Van Otterloo & Co., and was engaged in full-time education from 2013 to 2021. Cerity Partners serves a diverse range of clients, including individuals, families, trusts, business entities, and institutional investors, managing approximately $166.2 billion in assets as of the end of 2025. The firm offers customized wealth management services with an investment approach that combines proprietary quantitative screening, manager selection, and access to alternative and private market solutions for qualified clients.

Colin Olsen is a financial advisor at Cerity Partners LLC in Boston, MA. He holds the CFP® and CFA® designations and has prior experience with Gray Private Wealth, LLC, Wellington Management, Broadridge Financial Solutions, and BNY Mellon Asset Management. He began his current role at Cerity Partners in 2026. Cerity Partners advises a diverse client base, including high-net-worth individuals, families, institutions, and business entities, managing approximately $166.2 billion in client assets as of December 2025. The firm offers customized wealth management services using a proprietary investment framework that incorporates quantitative screening, manager selection, and access to alternative and private market solutions.

Matthew Richardson is a financial advisor at Cerity Partners LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Triple 5 Consulting, Trinity Wealth Securities, LLC, and Florida Financial Advisors. Cerity Partners serves a diverse client base including individuals, families, trusts, estates, business entities, charitable institutions, and institutional investors, managing approximately $166.2 billion in client assets as of December 31, 2025. The firm offers customized wealth management services, employing a client-specific investment framework that incorporates quantitative screening, manager selection, and access to alternative and private market solutions.

Jane Chrumka is a CFP® with eight years of industry experience, currently serving as a financial advisor at Cerity Partners LLC since 2023. Her prior experience includes roles at Calibre Advisory Services Inc. and Tanager Financial Services Inc., spanning over seven years, alongside a period as a full-time parent. Cerity Partners provides customized wealth management services to a diverse client base that includes individuals, families, trusts, foundations, and institutional investors. The firm’s investment approach integrates client-specific profiles, quantitative screening, and both third-party and direct security selection, while offering access to alternative and private market solutions for qualified clients.

Sara Paz is a financial advisor at Cerity Partners LLC in Boston, MA, holding a Series 66 designation. She has one year of industry experience, including prior roles at Equitable Advisors LLC and various other positions. Her background includes work outside the financial industry, such as tutoring and involvement with organizations like the Hatteras Marlin Club. Cerity Partners advises a broad range of clients, including individuals, families, trusts, business entities, foundations, and institutional investors, managing approximately $166.2 billion in client assets. The firm provides customized wealth management services, combining quantitative screening and direct security selection with access to alternative and private market solutions for qualified clients.