Eric Kuehl is a financial advisor at Cerity Partners LLC with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Wasmer, Schroeder & Company, Cincinnati Asset Management, LPL Financial, Wells Fargo Clearing, and Prudential Equity Group. He has been with Cerity Partners since 2021. Cerity Partners serves a broad 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, combining quantitative screening, manager selection, and direct security selection with access to alternative and private market solutions and affiliated business offerings.

Jake Clemens is a CFP® and CFA® with eight years of experience in financial advising. He has worked at Cerity Partners LLC since 2021 and previously was with Beacon Trust from 2017 to 2020. Based in Chicago, IL, Clemens has experience serving a range of client needs within enterprise-level advisory settings. Cerity Partners advises a broad 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 and combines quantitative screening with direct security selection, alternative investments, and co-investment vehicles to meet client-specific investment profiles.

Douglas Nardi is a CFA® charterholder with 26 years of industry experience. He is currently with Cerity Partners LLC and previously worked at HPM Partners LLC, 1919 Investment Counsel, LLC, and DWS Investment Management Americas, Inc. His background includes extensive investment management roles across several well-established firms. Cerity Partners advises a diverse client base, including high-net-worth individuals, families, trusts, institutions, and business entities, managing approximately $166.2 billion in assets. The firm offers customized wealth management services and employs a client-specific investment framework that combines quantitative screening, manager selection, and direct security selection, along with access to alternative and private market solutions for qualified clients.

Ariella Masters is a financial advisor at Cerity Partners LLC in Chicago, IL, holding a Series 65 credential with three years of industry experience. She previously worked at RITA Corporation for six years before joining Cerity Partners in 2023. 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 the end of 2025. The firm employs a client-specific investment approach that integrates proprietary quantitative screening and direct security selection, offering customized wealth management services and access to alternative and private market solutions.

Abraham Jimenez is a financial advisor at Cerity Partners LLC in Chicago, holding a Series 66 designation with four years of industry experience. Prior to joining Cerity Partners, he worked at The Vanguard Group. Cerity Partners serves a broad range of clients including individuals, families, trusts, estates, business entities, charitable institutions, and institutional investors, managing approximately $166.2 billion in client assets. The firm offers customized wealth management services and employs an investment framework focused on client-specific profiles, asset allocation, and access to alternative and private market solutions.

Jorge Salazar is a CFP® and Series 65 credentialed advisor with seven years of industry experience. He has been with Cerity Partners LLC since 2018 and previously worked at Northern Trust Company. He also spent four years at Loyola University Chicago. Cerity Partners advises a diverse client base including high-net-worth individuals, families, trusts, and institutional investors, managing approximately $166.2 billion in client assets as of the end of 2025. 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.

Avery Bross is a Series 65-licensed advisor at Cerity Partners LLC in Chicago, IL, with one year of industry experience. Prior to joining Cerity Partners, Avery held academic roles at Colgate University and Kansai Gaidai University, and worked at The Latin School of Chicago. Cerity Partners advises a diverse client base including individuals, families, trusts, business entities, 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 direct security selection, with access to alternative and private market solutions for qualified clients.

Esteban Trevino is a financial advisor at Cerity Partners LLC with 13 years of industry experience. He holds the Series 66 designation and previously worked for The Ayco Company, L.P./Goldman Sachs & Co. LLC for 13 years before joining Cerity Partners in 2025. Cerity Partners advises a diverse client base including individuals, families, trusts, business entities, and institutional investors, managing approximately $166.2 billion in client assets as of the end of 2025. The firm offers customized wealth management services with an investment approach focused on client-specific profiles and asset allocation, integrating proprietary quantitative methods, third-party strategies, and direct security selection, along with access to alternative and private market investments for qualified clients.

Cameron Burke is a CFA® charterholder and holds a Series 65 license, currently serving as a financial advisor at Cerity Partners LLC since 2023. He has prior experience with Boston College, the University of Notre Dame, and Northwestern Mutual, as well as five years in full-time education. Based in Chicago, IL, Burke brings a diverse background that includes both financial services and academic roles. Cerity Partners advises a wide range of clients, including high-net-worth individuals, families, institutions, and foundations, managing approximately $166.2 billion in assets as of December 31, 2025. The firm offers customized wealth management services with an investment approach that integrates proprietary quantitative screening, manager selection, and direct security selection, along with access to alternative and private market solutions for qualified clients.

Kevin Koehler is a CFA® charterholder currently with Cerity Partners LLC in Chicago, IL, where he has worked since 2025. He has two years of industry experience, including previous roles at Whittier Trust, Miracle Mile Advisors, LLC, and Nuveen. Cerity Partners advises a diverse client base ranging from individuals and families to 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 framework that combines quantitative screening, manager selection, and direct security selection, along with access to alternative and private market solutions for qualified clients.

Dragan Timotic is a CFP®, CFA®, and Series 63 professional with 13 years of industry experience. He has worked at Cerity Partners LLC since 2022 and previously spent nine years at T2 Asset Management, LLC. He is based in Chicago, IL. Cerity Partners advises a diverse client base including high-net-worth individuals, families, trusts, business entities, charitable institutions, 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 centered on client-specific profiles, combining quantitative screening, manager selection, and direct security selection alongside access to alternative and private market solutions.

Hannah Christopher is a CFP® and holds a Series 66 license, with 11 years of industry experience. She has worked at Cerity Partners LLC since 2023, following roles at Fidelity Investments and UBS. Cerity Partners advises a diverse client base, including individuals, families, business entities, and institutional investors, managing approximately $166.2 billion in assets as of December 2025. The firm offers customized wealth management services with an investment approach that combines quantitative screening, manager selection, and direct security selection, along with access to alternative and private market solutions for qualified clients.

Constantine Mulligan is a CFA® charterholder and holds a Series 65 license. He has 18 years of experience in the financial advisory industry, currently working at Cerity Partners LLC since 2019. His prior experience includes roles at Blue Prairie Group, LLC, RH Financial Group, LLC, and Results One Financial, LLC. 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 31, 2025. The firm offers customized wealth management services and combines proprietary quantitative screening with third-party strategies and direct security selection, while also providing access to alternative and private market solutions for qualified clients.

Karim Ahamed is a CFA® charterholder with 22 years of industry experience. He has been with Cerity Partners LLC since 2010 and previously worked at J.P. Morgan Securities and Banc One Securities Corporation. Outside of his advisory role, he serves on the board and finance committee of Ingenuity, Inc., an arts education organization, and is involved with several endowment funds and social impact financial institutions. Cerity Partners advises a diverse client base including individuals, families, trusts, 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 proprietary quantitative processes and access to alternative and private market solutions.

Wyatt Allen is a financial advisor at Cerity Partners LLC based in Chicago, IL. He holds a Series 65 designation and has recently begun his career, with prior experience at Morgan Stanley and the Manursing Island Club. He attended the University of Wisconsin - Madison. Cerity Partners advises a wide 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 with an investment approach focused on client-specific profiles, combining quantitative screening, manager selection, and both third-party strategies and direct security selection.

Blake Johnson is a CFP® with seven years of industry experience based in Chicago, IL. He is currently an advisor at Cerity Partners LLC, where he has worked in various capacities since 2019. His prior experience includes roles at HPM Partners LLC and Advanced Mechanical Services, as well as a nine-year tenure at the University of Illinois Urbana-Champaign. 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 the end of 2025. The firm offers customized wealth management services through a client-specific investment framework that incorporates quantitative screening, manager selection, and access to alternative and private market solutions.

Patrick Tobin is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Cerity Partners LLC since 2020. His prior roles include positions at Nicholas Company, Inc., Quasar Distributors LLC, IMST Distributors LLC, and Silver Pepper LLC. Cerity Partners advises a diverse client base, including individuals, families, trusts, business entities, foundations, and institutional investors, managing approximately $166.2 billion in assets as of December 2025. The firm offers customized wealth management services and employs an investment approach centered on client-specific profiles, combining quantitative screening, manager selection, and direct security selection alongside alternative and private market solutions.

Erica Bunnell is a CFP® professional at Cerity Partners LLC with seven years of industry experience. Prior to her current role at Cerity Partners, she worked at HPM Partners LLC for five years. Cerity Partners advises a diverse client base, 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 combining quantitative screening, manager selection, and both third-party strategies and direct security selection.

Nelson Summary is a financial advisor at Cerity Partners LLC based in Chicago, IL. He holds a Series 65 designation and has three years of industry experience, including prior roles at GeoWealth and the University of Wisconsin–Madison. Cerity Partners advises a diverse client base, including 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 framework centered on client-specific profiles, proprietary quantitative screening, and access to alternative and private market solutions for qualified clients.

Elissa Berger is a financial advisor at Cerity Partners LLC in Chicago, holding a Series 65 designation. She joined Cerity Partners in 2025 and has no prior industry experience, having completed her education recently. 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 with an investment framework focused on client-specific profiles and asset allocation, combining proprietary quantitative methods and direct security selection.

Kathryn Kennedy is a CFP®-designated financial advisor with 26 years of industry experience, currently serving at Cerity Partners LLC since 2014. Her prior roles include positions at Barclays Capital Inc., Lehman Brothers Inc., and Goldman Sachs Wealth Services. She is a trustee for the estate of E. Jane Williams and serves as a director for the Chicago Foundation for Women. Cerity Partners advises a diverse client base including individuals, families, trusts, charitable institutions, and institutional investors, managing approximately $166.2 billion in assets as of December 31, 2025. The firm offers customized wealth management services with an investment approach centered on client-specific profiles, combining quantitative and discretionary strategies alongside access to alternative and private market solutions.

Steven Schoneman is a CFA® charterholder based in Chicago, IL, with 18 years of industry experience. He has worked at HPM Partners LLC since 2010 and previously at 1919 Investment Counsel, LLC from 2007 to 2010. He is currently affiliated with Cerity Partners LLC. Cerity Partners advises a diverse range of clients, including high-net-worth individuals, families, trusts, institutions, and private funds, managing approximately $166.2 billion in assets as of December 2025. The firm offers customized wealth management services that integrate proprietary quantitative methods with both third-party and direct investment strategies, and provides access to alternative and private market solutions for qualified clients.

Gary Silverman is a CFA® charterholder with 19 years of industry experience. He is currently a financial advisor at Cerity Partners LLC, where he has worked since 2019, and at Cerity Partners Retirement Plan Advisors since 2022. Prior to joining Cerity Partners, he spent 14 years with Blue Prairie Group LLC and one year with Embree Financial Group. Cerity Partners advises a diverse client base, including individuals, families, trusts, business entities, and institutional investors, with approximately $166.2 billion in client assets as of the end of 2025. The firm offers customized wealth management services and employs an investment framework focused on client-specific profiles, asset allocation, and access to alternative and private market solutions.