David Swallow is a financial advisor at Cerity Partners LLC in Boston, MA, holding Series 65 and Series 63 credentials with two years of industry experience. He previously worked at Prio Wealth, LP for six years and Standish Fund Distributors, L.P. for seventeen years. Cerity Partners provides customized wealth management and related services to a broad national client base, including individuals, families, trusts, estates, 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.

Mark Valickus is a CFA® charterholder with one year of industry experience, currently serving as a financial advisor at Cerity Partners LLC in Boston, MA. He previously worked at Prio Wealth LP for six years and BNY Mellon Wealth Management for seven years. Cerity Partners is an SEC-registered investment adviser serving individuals, families, trusts, corporations, charitable institutions, and other entities, advising on over $126 billion in client assets. 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.

Michael Smith Vaughan is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Cerity Partners LLC. His prior roles include positions at Prio Wealth LP, E*TRADE Capital Management LLC, E*TRADE Securities LLC, and Fidelity Investments. Cerity Partners is an SEC-registered investment adviser managing approximately $126.9 billion in client assets as of December 31, 2024. The firm serves a diverse client base, offering tailored investment management, financial planning, tax and insurance support, retirement plan services, and access to alternative and private-market investments.

Stephen Petersen is a CFA® charterholder with 12 years of experience in the financial advisory industry. He is currently with Cerity Partners LLC, where he has worked since 2025. His prior roles include positions at Prio Wealth, Inc., Prio Wealth Business Trust, and Seaward Management entities. 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 provides customized portfolio management, financial planning, tax and insurance support, retirement plan services, and access to alternative and private-market investments.

Jaden Visconti is a financial advisor at Cerity Partners LLC with Series 63 and 65 licenses 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 energy and transportation sectors. 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 employs tailored asset allocation, manager selection, and quantitative screening alongside third-party managers and individual securities, and offers specialized private-market investments and affiliated pension consulting and insurance services.

Alanna Spada is a CFP® professional at Cerity Partners LLC with six years of industry experience. She previously worked at Prio Wealth LP and BNY Mellon Wealth Management. Based in Boston, MA, her current role at Cerity Partners began in 2025. Cerity Partners provides customized wealth management and related services to a diverse national client base, including individuals, families, trusts, business entities, charitable organizations, and institutional investors. The firm employs tailored asset-allocation and manager selection strategies, combining proprietary quantitative screens with third-party managers and individual securities.

Kimberly Flynn is a CFP®-designated financial advisor at Cerity Partners LLC with 25 years of industry experience. Her prior roles include positions at Carson Wealth, CWM, LLC, Prudential Insurance Company of America, and Klarity Financial. 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, manager selection, and proprietary quantitative screens alongside third-party managers and individual securities to build client programs.

Kristin Bowser is a Series 65-licensed financial advisor with four years of industry experience. She currently works at Cerity Partners LLC and previously held roles at Prio Wealth LP and BNY Mellon. She is based in Boston, MA. Cerity Partners is an SEC-registered investment adviser serving a diverse client base including individuals, families, trusts, corporations, and institutional investors. The firm offers discretionary and non-discretionary investment management, financial planning, tax and insurance support, retirement plan services, and access to alternative and private-market investments, with a focus on customized, diversified portfolios.

Hunter Pemrick is a financial advisor at Cerity Partners LLC with one year of industry experience. He holds a Series 66 designation and has previously worked at Rockefeller Financial LLC, BHG Financial, and Goldman Sachs. 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 and manager selection supported by proprietary quantitative screening alongside third-party managers and individual securities.

Robert Devinney is a CFP® professional with 12 years of industry experience, currently advising at Cerity Partners LLC. Prior to joining Cerity Partners, he worked at Prio Wealth LP for five years and Fidelity Investments for three years. He holds Series 66 and Series 63 licenses. Cerity Partners provides customized wealth management and related services to a wide 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 using proprietary quantitative screens alongside third-party managers and individual securities.

Kelly Morgan is a financial advisor at Cerity Partners LLC with 17 years of industry experience. Morgan holds the Series 65 designation and has previously worked at Seaward Management and Prio Wealth, among other firms. 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 access to alternative and private-market investments, with a focus on diversified asset allocation and customized portfolio solutions.

Jeffrey St. Mary is a CFA® charterholder and holds a Series 66 license with 19 years of industry experience. He is currently with Cerity Partners LLC and has previously worked at Prio Wealth and Seaward Management. He serves on the Investment Committee for the Hingham High School Scholarship Committee. Cerity Partners is an SEC-registered investment adviser managing approximately $127 billion in client assets as of December 31, 2024. The firm serves a diverse client base including individuals, families, institutions, and corporations, offering customized portfolios with a focus on diversified asset allocation and access to alternative and private-market investments.

John Bratschi is a financial advisor at Cerity Partners LLC with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Prio Wealth and Seaward Management in various roles. Cerity Partners is an SEC-registered investment adviser serving a diverse client base, including individuals, families, institutions, and corporations. The firm provides 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 private market programs for qualified clients.

Thomas Woodhouse is a financial advisor at Cerity Partners LLC in Boston, MA, holding the CFP®, CFA®, and Series 65 designations with 24 years of industry experience. His prior roles include positions at Prio Wealth Business Trust, Prio Wealth LP, and Seaward Management entities. Cerity Partners is an SEC-registered investment adviser serving a diverse client base including 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 access to alternative and private-market investments, with a focus on diversified asset allocation and customized portfolios.

Daniel Coleman Jr. is a CFP®-certified financial advisor with three years of industry experience. He is currently with Cerity Partners LLC, having joined in 2025, and previously worked at Prio Wealth, LP and BNY Mellon Wealth Management’s Family Office. Cerity Partners is an SEC-registered investment adviser serving a broad client base including individuals, families, trusts, corporations, charitable institutions, and other institutional investors. The firm provides a range of services such as investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, with an emphasis on diversified asset allocation and customized portfolio solutions.