Caleb Lee is a financial advisor at Cerity Partners LLC with six years of industry experience. He holds the CFP® designation and a Series 65 license. Prior to joining Cerity Partners in 2023, he worked at ARGI Investment Services and Downs Insurance Agency, and he has also served as a part-time instructor for a financial planning course at Western Kentucky University. 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. The firm offers customized wealth management services and access to alternative and private market investments through a proprietary investment framework.

Carrie Grey is a CFP® at Cerity Partners LLC with 16 years of industry experience across three firms, including 11 years at Stiles Carter & Assoc. She is vice president of Grey & Grey Corp., a construction business based in Eastview, KY, where she performs accounting and administrative duties. Cerity Partners advises a diverse client base ranging from individuals and families to institutional investors, offering customized wealth management services that include investment management, financial planning, retirement consulting, tax services, and insurance placement. The firm employs a client-specific investment framework combining quantitative screening, manager selection, and access to alternative and private market solutions.

Marc Sanborn is a financial advisor with Cerity Partners LLC and holds a Series 66 designation. He has 17 years of industry experience, previously working at ARGI Investment Services and LPL Financial. Sanborn has limited involvement with group health insurers unrelated to investment activities. Cerity Partners serves a diverse client base, including high-net-worth individuals, families, foundations, and institutional investors, offering customized wealth management services with a focus on client-specific investment profiles and access to alternative and private market solutions.

Cameron Brown is a CFP® professional with 10 years of experience in financial advising. He is currently with Cerity Partners LLC, where he has worked since 2023, following a seven-year tenure at ARGI Investment Services. Brown serves on the finance committee of the United Way of Central Kentucky. Cerity Partners advises a diverse range of clients including individuals, families, trusts, business entities, and institutional investors, overseeing approximately $166.2 billion in assets. The firm offers customized wealth management services, utilizing a client-specific investment framework and access to alternative and private market solutions for qualified clients.

Brady Reynolds is a financial advisor at Cerity Partners LLC based in Elizabethtown, KY, holding a Series 66 designation with two years of industry experience. His prior roles include positions at Cambridge Investment Research Advisors, Investment Planners, Inc., and several organizations outside finance such as Indian Hills Country Club and Western Kentucky University. Cerity Partners advises a diverse client base, including individuals, families, trusts, institutions, and private funds, managing approximately $166.2 billion in client assets as of the end of 2025. The firm offers customized wealth management services with a focus on client-specific investment profiles, proprietary quantitative screening, and access to alternative and private market solutions for qualified clients.

Ben Wassom is a Series 65 registered advisor with Cerity Partners LLC in Elizabethtown, KY, with three years of industry experience. Before joining Cerity Partners in 2023, he held roles at several companies including The Men's Warehouse and Bellhop. Cerity Partners serves a diverse client base including individuals, families, trusts, business entities, and institutional investors, offering customized wealth management services such as investment management, financial planning, retirement consulting, tax services, and insurance placement. The firm’s investment approach combines proprietary quantitative screening and manager selection with access to alternative and private market solutions for qualified clients.

Coleman Logsdon is a financial advisor at Cerity Partners LLC in Elizabethtown, KY, holding a Series 65 credential with two years of industry experience. He has worked at Cerity Partners since 2023 and has prior experience with ARGI Financial Group, UPS, and Lincoln Trail Country Club. 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 December 31, 2025. The firm offers customized wealth management services and employs an investment framework based on client-specific profiles, combining proprietary quantitative methods with third-party and direct investment strategies.