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 previously worked at Wasmer, Schroeder & Company, LLC, and Cincinnati Asset Management Inc. Cerity Partners is an SEC-registered investment adviser serving a diverse client base including individuals, families, trusts, corporations, and institutional investors, advising on 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, with a focus on customized, diversified portfolios and private market programs for qualified clients.

Jake Clemens is a CFP® and CFA® with seven years of experience in financial advising. He has worked at Cerity Partners LLC since 2021 and previously was employed at Beacon Trust from 2017 to 2020. Clemens is based in Chicago, IL. Cerity Partners provides customized wealth management and related services to a diverse national client base, including individuals, families, trusts, business entities, and institutional investors. The firm builds client programs through tailored asset allocation, manager selection, and periodic rebalancing, utilizing proprietary quantitative screens alongside third-party managers and individual securities as appropriate.

Douglas Nardi is a CFA® charterholder with 25 years of industry experience, currently affiliated with Cerity Partners LLC in Chicago, IL. He has been with HPM Partners LLC since 2010. 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 access to alternative and private-market investments, emphasizing customized, diversified portfolios and proprietary quantitative screening.

Ariella Masters is a financial advisor at Cerity Partners LLC with three years of industry experience. She holds a Series 65 designation and previously worked at RITA Corporation for six years. 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.

Abraham Jimenez is a financial advisor at Cerity Partners LLC in Chicago, IL, holding a Series 66 designation with four years of industry experience. His career includes prior roles at The Vanguard Group and Randstad, as well as multiple positions at Cerity Partners since 2023. Cerity Partners provides customized wealth management services to a diverse national clientele, including individuals, families, trusts, business entities, and institutional investors. The firm employs tailored asset allocation and manager selection, combining proprietary quantitative screens with third-party managers and individual securities, and offers access to alternative and private-market investments.

Jorge Salazar is a financial advisor at Cerity Partners LLC in Chicago, IL, holding the CFP® and Series 65 designations with seven years of industry experience. He has worked at Cerity Partners since 2018 and previously spent one year at Northern Trust Company. He also has four years of experience at Loyola University Chicago. 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 periodic rebalancing using proprietary quantitative screens alongside third-party managers and individual securities.

Avery Bross is a financial advisor at Cerity Partners LLC based in Chicago, IL. He holds a Series 65 designation and has one year of industry experience. Prior to joining Cerity Partners, he held academic positions at Colgate University and Kansai Gaidai University and taught at The Latin School of Chicago. Cerity Partners provides customized wealth management and related services to a diverse national client base, including individuals, families, trusts, business entities, and institutional investors. The firm offers portfolio management, financial planning, retirement consulting, tax planning, insurance placement, and access to alternative and private-market investments.

Esteban Trevino is a financial advisor at Cerity Partners LLC with 12 years of industry experience. He holds a 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 is an SEC-registered investment adviser serving a diverse client base including high-net-worth 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, emphasizing diversified asset allocation and customized portfolios.

Cameron Burke is a CFA® charterholder and holds a Series 65 license, currently working at Cerity Partners LLC since 2023. He previously held roles at Boston College and the University of Notre Dame and spent five years in full-time education prior to entering the financial industry. 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 emphasizes tailored asset allocation, manager selection, and rebalancing supported by proprietary quantitative screens alongside external managers and individual securities.

Kevin Koehler is a CFA® charterholder and financial advisor with one year of industry experience. He is currently with Cerity Partners LLC and previously worked at Whittier Trust, Miracle Mile Advisors, LLC, and Nuveen. Cerity Partners is an SEC-registered investment adviser serving a broad 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.

Kurt Miscinski is a financial advisor with Cerity Partners LLC in Chicago, IL, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has been with HPM Partners LLC since 2010. 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 retirement plan services, emphasizing customized, diversified portfolios and access to alternative and private-market investments.

Dragan Timotic is a CFP®, CFA®, and Series 63-licensed financial advisor at Cerity Partners LLC with 12 years of industry experience. He previously worked at T2 Asset Management, LLC for nine years before joining Cerity Partners in 2022. 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 retirement plan services, with an investment approach emphasizing diversified asset allocation and access to alternative and private-market investments.

Hannah Christopher is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Cerity Partners LLC. She previously worked at UBS for seven years and Fidelity Investments for one year. Cerity Partners is an SEC-registered investment adviser serving a diverse client base that includes 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 access to alternative and private-market investments, emphasizing diversified asset allocation and customized portfolio management.

Constantine Mulligan is a CFA® charterholder and holds a Series 65 license, with 18 years of industry experience. He is currently with Cerity Partners LLC, where he has worked since 2019, following seven years at Blue Prairie Group, LLC. He is based in Chicago, IL. 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 a tailored investment approach 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, and access to alternative and private-market investments.

Karim Ahamed is a CFA® charterholder with 21 years of industry experience, currently serving at Cerity Partners LLC since 2010. He holds the Series 63 designation and is based in Chicago, IL. Outside of his advisory role, he is involved in nonprofit and educational organizations, including serving as board member and treasurer of Ingenuity, Inc., an arts education nonprofit, and participating in finance committees for several endowment funds. Cerity Partners is an SEC-registered investment adviser managing approximately $126.9 billion in client assets, serving a diverse clientele that includes individuals, families, corporations, and institutional investors. The firm offers a range of services from investment management to financial planning, emphasizing diversified asset allocation and access to alternative and private-market investments.

Wyatt Allen is a financial advisor at Cerity Partners LLC based in Chicago, IL. He holds a Series 65 designation and has one year of industry experience, including prior work at Morgan Stanley. He has also been involved with the Manursing Island Club and completed his education at the University of Wisconsin - Madison. Cerity Partners is an SEC-registered investment adviser serving a diverse client base that includes individuals, families, trusts, corporations, charitable institutions, and other investors. The firm offers a range of services including investment management, financial planning, tax and insurance support, and access to alternative and private-market investments.

Blake Johnson is a CFP® and holds a Series 65 license with seven years of industry experience. He is currently affiliated with Cerity Partners LLC, where he has worked since 2019. His prior experience includes roles at HPM Partners LLC and Advanced Mechanical Services. 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 employs a tailored asset-allocation process utilizing proprietary quantitative screens alongside third-party managers and individual securities, and it offers access to alternative and private-market investments.

Patrick Tobin is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Cerity Partners LLC since 2020. His prior roles include positions at Goldman, Sachs & Co., IMST Distributors, LLC, and Quasar Distributors LLC. Cerity Partners is an SEC-registered investment adviser serving a diverse client base, including 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, emphasizing diversified asset allocation and customized portfolio strategies.

Erica Bunnell is a CFP® professional with seven years of experience in financial advising. She has worked at Cerity Partners LLC since 2019 and previously spent five years at HPM Partners LLC. Based in Chicago, IL, she currently advises clients through Cerity Partners. Cerity Partners provides customized wealth management and related services to a broad national client base, including individuals, families, trusts, business entities, charitable organizations, and institutional investors. The firm employs tailored asset allocation, manager selection, and rebalancing techniques using proprietary quantitative screens alongside third-party managers and individual securities.

Nelson Summary is a financial advisor at Cerity Partners LLC in Chicago, holding a Series 65 designation with one year of industry experience. Prior to joining Cerity Partners, he worked at GeoWealth for two years and spent ten years at the University of Wisconsin-Madison. Cerity Partners provides customized wealth management services to a diverse national client base, including high-net-worth individuals, families, trusts, business entities, and institutional investors. The firm employs tailored asset allocation and manager selection, combining proprietary quantitative screens with third-party managers and individual securities, and operates multiple private-markets offerings and affiliated consulting and insurance businesses.

Elissa Berger is a financial advisor at Cerity Partners LLC with a Series 65 designation and one year of industry experience. Prior to joining Cerity Partners, she spent ten years in full-time education. Cerity Partners provides customized wealth management and related services to a broad national client base, including individuals, families, trusts, business entities, charitable organizations, and institutional investors. The firm builds client programs through tailored asset allocation, manager selection, and periodic rebalancing, utilizing proprietary quantitative screens alongside third-party managers and individual securities.

Kathryn Kennedy is a CFP® with 26 years of experience in the financial industry. She has been with Cerity Partners LLC since 2014. Outside of her advisory role, she serves as a trustee for the estate of E. Jane Williams and is a director at the Chicago Foundation for Women. Cerity Partners is an SEC-registered investment adviser serving individuals, families, trusts, corporations, and institutional investors. The firm offers a range of services including investment management, financial planning, tax and insurance support, and retirement plan services, with a focus on diversified asset allocation and access to alternative and private-market investments.

Steven Schoneman is a CFA® charterholder with 18 years of industry experience, currently serving as an advisor at Cerity Partners LLC. He has been with HPM Partners LLC since 2010. Cerity Partners is an SEC-registered investment adviser that serves a diverse client base including individuals, families, trusts, corporations, and institutional investors, managing approximately $126.9 billion in assets as of December 31, 2024. 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 a focus on customized, diversified portfolios and periodic rebalancing.

Gary Silverman is a CFA® charterholder with 19 years of industry experience. He is currently with Cerity Partners LLC and Cerity Partners Retirement Plan Advisors, having worked previously at Blue Prairie Group LLC. He holds Series 63 and Series 65 licenses. Cerity Partners is an SEC-registered investment adviser serving a diverse client base that includes individuals, families, trusts, estates, corporations, charitable institutions, and other institutional investors. The firm provides a range of services including investment management, financial planning, tax and insurance support, retirement plan services, and access to alternative and private-market investments, emphasizing customized, diversified portfolios.