David Swallow is a financial advisor at Cerity Partners LLC in Boston, MA, holding Series 65 and Series 63 licenses with two years of industry experience. His prior roles include six years at Prio Wealth, LP and seventeen years at Standish Fund Distributors, L.P. Cerity Partners advises a diverse client base, offering customized wealth management services including investment management, financial planning, retirement plan consulting, tax services, and insurance placement. The firm employs a client-specific investment approach with access to both traditional and alternative investment solutions, serving individuals, families, institutions, and other entities.

Mark Valickus is a CFA® charterholder with one year of experience at Cerity Partners LLC. He previously worked at Prio Wealth LP for six years and BNY Mellon Wealth Management for seven years. Valickus is based in Boston, MA. Cerity Partners advises a wide range of clients, including high-net-worth individuals, families, institutions, and business entities, managing approximately $166.2 billion in assets as of the end of 2025. The firm offers customized wealth management services and employs an investment approach centered on client-specific profiles, quantitative screening, manager selection, and access to alternative and private market solutions.

Michael Smith Vaughan is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Cerity Partners LLC. Prior to joining Cerity Partners in 2025, he held roles at Prio Wealth LP, E*TRADE Capital Management LLC, E*TRADE Securities LLC, and Fidelity Investments. Cerity Partners advises a diverse client base including individuals, families, trusts, foundations, 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 employs a client-specific investment approach that includes quantitative screening, manager selection, and direct security selection, along with access to alternative and private market solutions for qualified clients.

Stephen Petersen is a CFA® charterholder with 12 years of industry experience. He currently works at Cerity Partners LLC and previously held roles at Prio Wealth, Inc., Prio Wealth Business Trust, Seaward Management entities, and Seaward Fiduciary Services LLC. Cerity Partners advises a wide range of clients, including high-net-worth individuals, families, trusts, charitable institutions, and institutional investors. The firm’s investment approach emphasizes customized wealth management through client-specific investment profiles, quantitative screening, and manager selection, offering access to both third-party strategies and direct security selection.

Jaden Visconti is a financial advisor at Cerity Partners LLC with Series 63 and Series 65 credentials and four years of industry experience. Prior to joining Cerity Partners in 2026, he worked at Fidelity Investments from 2021 to 2025 and has experience in the energy sector with Uptime Energy, Inc. Jaden is based in Boston, MA. Cerity Partners advises a diverse client base that includes individuals, families, institutions, and business entities, managing approximately $166.2 billion in client assets. The firm offers customized wealth management services with an investment approach focused on client-specific profiles, asset allocation, and access to alternative and private market solutions.

Alanna Spada is a CFP® with seven years of industry experience, currently serving as a financial advisor at Cerity Partners LLC since 2025. She previously worked at Prio Wealth LP for five years and BNY Mellon Wealth Management for three years. Cerity Partners advises a broad range of clients, including high-net-worth individuals, families, trusts, estates, 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 and combines quantitative screening, manager selection, and private market solutions within its investment framework.

Emily Mills is a financial advisor at Cerity Partners LLC in Boston, MA, holding a Series 66 designation with six years of industry experience. Her prior roles include seven years at Eaton Vance Distributors, Inc. and Eaton Vance Management, as well as four years at the University of New Hampshire. Cerity Partners advises a diverse client base, including high-net-worth individuals, families, institutions, and pooled investment vehicles, managing approximately $166.2 billion in client assets as of December 31, 2025. The firm offers customized wealth management services with a focus on tailored investment profiles, asset allocation, and access to alternative and private market solutions.

Kimberly Flynn is a CFP® with 25 years of experience in the financial services industry. She is currently with Cerity Partners LLC and has held prior roles at firms including Carson Wealth, Prudential Insurance Company of America, and LPL Financial. Cerity Partners advises a diverse client base that includes individuals, families, trusts, business entities, and institutional investors, managing approximately $166.2 billion in assets as of the end of 2025. The firm focuses on customized wealth management solutions that combine proprietary investment processes with access to alternative and private market options for qualified clients.

Kristin Bowser is a Series 65-licensed financial advisor at Cerity Partners LLC with four years of industry experience. She previously worked at Prio Wealth LP for three years and BNY Mellon for eight years. Based in Boston, MA, she joined Cerity Partners in 2025. Cerity Partners advises a diverse range of clients, including high-net-worth individuals, families, institutions, and business entities, managing approximately $166.2 billion in assets as of the end of 2025. The firm offers customized wealth management services and employs a client-specific investment framework that incorporates proprietary screening, manager selection, and access to alternative and private market solutions.

Hunter Pemrick is a Series 66-licensed financial advisor at Cerity Partners LLC with one year of industry experience. Prior to joining Cerity Partners, he worked at Rockefeller Financial LLC and BHG Financial, and has experience with Goldman Sachs. He has been involved with Kevin Holmes Painting and has an educational background that includes time at Siena College. 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 2025. The firm offers customized wealth management services and combines proprietary quantitative screening, manager selection, and asset allocation with access to alternative and private market investments for qualified clients.

Robert Devinney is a Certified Financial Planner (CFP®) with 13 years of industry experience. He currently works at Cerity Partners LLC and has previously been employed at Prio Wealth LP and Fidelity Investments. Devinney is based in Boston, MA. Cerity Partners advises a broad range of clients, including high-net-worth individuals, families, trusts, and institutional investors, with approximately $166.2 billion in client assets as of December 31, 2025. The firm offers customized wealth management services and employs an investment framework focused on client-specific profiles, combining quantitative screening, manager selection, and both third-party and direct security investments.

Kelly Morgan is a Series 65-licensed financial advisor with 18 years of industry experience. He is currently with Cerity Partners LLC, where he has worked since 2025. His prior experience includes roles at Prio Wealth Business Trust, Prio Wealth LP, and Seaward Management entities spanning from 2010 to 2024. Cerity Partners serves a diverse client base including high-net-worth individuals, families, trusts, foundations, private funds, and institutional investors, managing approximately $166.2 billion in client assets. The firm delivers customized wealth management services through a client-specific investment framework that integrates quantitative screening, manager selection, and direct security selection, alongside access to alternative and private market solutions.

Jeffrey St. Mary is a CFA® charterholder with 20 years of industry experience, currently serving as a financial advisor at Cerity Partners LLC. His prior roles include positions at Prio Wealth and Seaward Management, as well as experience at Lehman Brothers. He serves on the Investment Committee for the Hingham High School Scholarship Committee. Cerity Partners advises a diverse client base, including high-net-worth individuals, families, trusts, and institutional investors, managing approximately $166.2 billion in assets. The firm offers customized wealth management services that integrate proprietary quantitative screening, manager selection, and direct security selection, along with access to alternative and private market solutions for qualified clients.

John Bratschi is a financial advisor at Cerity Partners LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked with Prio Wealth and Seaward Management entities. Cerity Partners serves a wide range of clients, including high-net-worth individuals, families, and institutional investors, providing customized wealth management services such as investment management, financial planning, retirement consulting, tax services, and insurance placement. The firm employs a client-specific investment framework that integrates quantitative screening, manager selection, and access to alternative and private market solutions.

Daniel Coleman Jr. is a CFP® professional with three years of industry experience. He currently works at Cerity Partners LLC and previously held roles at Prio Wealth, LP and BNY Mellon Wealth Management, Family Office. Cerity Partners advises a diverse client base, including high-net-worth individuals, families, trusts, business entities, and institutional investors, providing customized wealth management services such as investment management, financial planning, retirement plan consulting, tax services, and insurance placement. The firm’s investment approach focuses on client-specific profiles and asset allocation, utilizing proprietary quantitative screening, manager selection, and access to alternative and private market solutions.