Andrew Verdeyen is a CFP® certificant with 12 years of experience in the financial advisory industry. He is currently with Cerity Partners LLC, where he has worked since 2023. Prior to that, he held roles at ARGI Investment Services, TD Ameritrade, and several other firms. 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 assets as of December 2025. The firm’s approach combines customized wealth management and investment services with proprietary quantitative screening, manager selection, and access to alternative and private market solutions.

Carson Shadowen is a financial advisor with Cerity Partners LLC, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. His career includes roles at Strategic Benefit Consultants, Inc., LPL Financial, and J.J.B. Hilliard, W.L. Lyons. Cerity Partners advises a diverse client base, including individuals, families, trusts, business entities, and institutional investors, managing approximately $166.2 billion in assets. The firm offers customized wealth management services with an investment approach based on client-specific profiles, proprietary quantitative screening, and access to alternative and private market solutions.

Stephen Klingler is a CFP® with 11 years of industry experience. He is currently with Cerity Partners LLC, where he has worked since 2023, following prior roles at ARGI Investment Services and TD Ameritrade. Klingler is based in Indianapolis, IN. Cerity Partners serves a diverse client base including high-net-worth individuals, families, trusts, foundations, and institutional investors, advising approximately $166.2 billion in client assets as of the end of 2025. The firm offers customized wealth management services using a client-specific investment framework that incorporates proprietary quantitative screening, manager selection, and access to alternative and private market solutions.

Dylan Scheid is a financial advisor at Cerity Partners LLC with two years of industry experience. He holds a Series 65 designation and previously worked at SBC Wealth Management and served in roles at Wabash College and Lawrence North High School. Cerity Partners advises a broad client base including individuals, families, trusts, business entities, and institutional investors, offering customized wealth management services such as investment management, financial planning, and tax services. The firm combines proprietary quantitative screening and manager selection with access to alternative and private market solutions through affiliated platforms and structures.

Scott Holley is a financial advisor at Cerity Partners LLC with 49 years of industry experience. He holds a Series 63 designation and has previously worked at LPL Financial, LLC, and Strategic Benefit Consultants, Inc. In addition to his advisory work, Holley owns Holley Motorsports LLC, a collectible car company and new car dealership. 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 December 31, 2025. The firm offers customized wealth management services with an investment approach focused on client-specific profiles, asset allocation, and access to alternative and private market solutions.

Brooklyn Brown is a Series 65 licensed financial advisor with Cerity Partners LLC, based in Indianapolis, IN. Brown has one year of industry experience, including prior roles at Farrall Wealth Management and Family Express Corp. In addition to financial advising, Brown has a background that includes work at Indiana University RPS and experience in various business settings. Cerity Partners advises a diverse client base ranging from individuals and families to institutions, managing approximately $166.2 billion in assets as of the end of 2025. The firm offers customized wealth management services and employs a client-specific investment framework that incorporates quantitative screening, manager selection, and access to alternative and private market solutions.

Patrick Morrow is a financial advisor with Cerity Partners LLC, holding the ChFC® and Series 63 designations and bringing 38 years of industry experience. He previously worked at Strategic Benefit Consultants, Inc., LPL Financial, LLC, and SBC Wealth Management. Outside of his advisory role, he manages non-investment related activities including residential real estate and farmland through Morrow Properties LLC. Cerity Partners advises a diverse client base including high-net-worth individuals, families, trusts, and institutional investors, managing approximately $166.2 billion in assets as of December 31, 2025. The firm’s investment approach is centered on client-specific Investment Profiles and asset allocation, integrating proprietary quantitative methods with third-party strategies and direct security selection, and offers access to alternative and private market solutions along with OCIO services.

Erin Pentz is a financial advisor at Cerity Partners LLC with 20 years of industry experience. She holds the ChFC® and Series 66 designations. Prior to joining Cerity Partners in 2024, she worked at Strategic Benefit Consultants for 18 years and at LPL Financial for 12 years. 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 2025. The firm offers customized wealth management services leveraging a client-specific investment framework that integrates quantitative screening, manager selection, and access to alternative and private market solutions.

Sarah Decamp is a financial advisor at Cerity Partners LLC with 11 years of industry experience. She holds the ChFC® designation and Series 66 license. Her prior experience includes roles at SBC Wealth Management and LPL Financial. 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 2025. The firm offers customized wealth management services and employs an investment approach centered on client-specific profiles, combining proprietary quantitative methods with third-party strategies and direct security selection.

Andrew Zimmerman is a financial advisor at Cerity Partners LLC with six years of industry experience. He holds a Series 66 designation and has worked previously at ARGI Investment Services, Edward Jones, and in education roles at Western School Corporation and Manchester Community Schools. He also has experience with Maven Electric LLC. Cerity Partners serves a diverse client base including individuals, families, institutions, and business entities, managing approximately $166.2 billion in client assets. The firm offers customized wealth management services and employs an investment approach combining client-specific profiles, quantitative screening, manager selection, and access to alternative and private market solutions.

William Hyde is a CFA® charterholder with one year of industry experience currently at Cerity Partners LLC in Indianapolis, IN. His prior roles include positions at Graphene Capital Management, Flood Tide Capital, and Tilden Park Capital. Cerity Partners advises a broad client base including individuals, families, trusts, business entities, and institutional investors, managing approximately $166.2 billion in assets as of December 31, 2025. The firm offers customized wealth management services and employs an investment framework focused on client-specific profiles, combining quantitative screening, manager selection, and direct security selection, while providing access to alternative and private market solutions.

Olivia Wilson is a financial advisor at Cerity Partners LLC with two years of industry experience. She holds Series 65 and Series 63 licenses and has previously worked at Northwestern Mutual, Turnkey Communities, and SerVaas Family Office. Olivia’s background also includes six years of work at IUPUI and four years at Carmel High School. Cerity Partners serves a diverse client base, including high-net-worth individuals, families, trusts, 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 framework focused on client-specific profiles and asset allocation, providing access to alternative and private market solutions.

Kevin Sasena is a financial advisor at Cerity Partners LLC with seven years of industry experience. Before joining Cerity Partners in 2024, he worked at Strategic Benefit Consultants for six years and Diamond Chain Company for two years. Outside of his advisory role, he serves as managing member of Rolling Fields LLC, a business holding real estate investments. 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 2025. The firm offers customized wealth management services and combines proprietary quantitative screening with third-party strategies and direct security selection, providing access to alternative and private market solutions for qualified clients.

Bradon Pullyblank is a financial advisor at Cerity Partners LLC with two years of industry experience. He holds a Series 65 designation. Prior to his current role, he worked at Cooperstown Distillery and Pizza Hut, and has a background that includes full-time education. Cerity Partners advises a diverse client base including individuals, families, trusts, estates, business entities, charitable institutions, and other 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 framework centered on client-specific profiles, asset allocation, and a combination of proprietary and third-party strategies.

Daniel Rojas is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Cerity Partners LLC. His prior experience includes roles at Savant Wealth Management, Valeo Financial Advisors, and Charles Schwab. He is also a member of the investment committee for the endowment fund at Marian University. Cerity Partners advises a diverse client base, including high-net-worth individuals, families, institutions, and charitable organizations, managing approximately $166.2 billion in assets. The firm offers customized wealth management solutions with an investment approach that emphasizes client-specific profiles, asset allocation, and access to alternative and private market investments.

Graham Bowen is a financial advisor at Cerity Partners LLC with a Series 65 designation and one year of industry experience. His prior work includes roles at CertaSite, AuthentiCx, 938 Church, Cru, and West Chester University. Cerity Partners serves a diverse client base including high-net-worth individuals, families, business entities, and institutional investors, managing approximately $166.2 billion in assets as of December 31, 2025. The firm offers customized wealth management services and employs an investment approach centered on client-specific Investment Profiles, combining quantitative screening, manager selection, and direct security selection with access to alternative and private market solutions.

Andrew Fairman is a financial advisor at Cerity Partners LLC with 20 years of industry experience. He holds the CFP®, CFA®, and Series 66 designations. His prior experience includes roles at Strategic Benefit Consultants, Inc., UBS Financial Services, Merrill, and LPL Financial. Cerity Partners serves 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. The firm offers customized wealth management services with an investment approach centered on client-specific profiles, combining quantitative screening, manager selection, and access to alternative and private market solutions.