Milena Price is a financial advisor at Cerity Partners LLC with a Series 65 credential and one year of industry experience. Her prior roles include positions at Abbrea Capital, LLC, Apperio, and Factset Research Systems. 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 diversified asset allocation and access to alternative and private-market investments.

David Hudson is a CFP® and Series 65-licensed financial advisor with 14 years of industry experience. He currently works at Cerity Partners LLC and previously spent nine years at Abbrea Capital, LLC. Cerity Partners is an SEC-registered investment adviser serving a diverse client base, including individuals, families, trusts, corporations, and institutional investors, with approximately $126.9 billion in assets under management. The firm offers a range of services such as investment management, financial planning, tax and insurance support, and retirement plan services, emphasizing diversified asset allocation and access to alternative and private-market investments.

Steven Cutcliffe is a financial advisor at Cerity Partners LLC with 19 years of industry experience. He holds a Series 65 designation and previously worked at Abbrea Capital, LLC for nine years before joining Cerity Partners in 2024. 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, and access to alternative and private-market investments, with a focus on customized, diversified portfolios.

Allison Black is a financial advisor at Cerity Partners LLC with a Series 65 credential and two years of industry experience. Prior to joining Cerity Partners in 2024, she worked at Abbrea Capital for nine years. Cerity Partners is an SEC-registered investment adviser serving a diverse client base, including high-net-worth individuals, families, institutions, and corporations. The firm offers a range of services such as investment management, financial planning, tax and insurance support, and access to alternative investments, with a focus on customized, diversified portfolios and private market programs.

William Osher is a CFA® charterholder and holds a Series 65 license with 25 years of industry experience. He joined Cerity Partners LLC in 2024 after nine years at Abbrea Capital, LLC. Cerity Partners is an SEC-registered investment adviser serving individuals, families, trusts, corporations, and institutional investors, managing approximately $126.9 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 diversified asset allocation and customized portfolios.

Jane Merkle is a financial advisor at Cerity Partners LLC holding a Series 65 designation. She has one year of industry experience, including her current role at Cerity Partners and a prior position at Delegat. Before entering the financial advisory field, she worked in education at UC San Diego, Marin Catholic High School, and Marin Waldorf School. 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 tailored asset allocation, manager selection, and proprietary quantitative screening as part of its investment approach, and offers a range of services including portfolio management, financial planning, retirement consulting, and access to alternative and private-market investments.

William Hageboeck is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Cerity Partners LLC since 2024. Prior to this, he spent eight years with Abbrea Capital, LLC. Cerity Partners provides customized wealth management and related services to a wide range of clients, including high-net-worth individuals, families, trusts, business entities, and institutional investors. The firm employs a tailored asset-allocation approach, combining proprietary quantitative screens with third-party managers and individual securities, and offers access to alternative and private-market investments.