Carson Shadowen is a financial advisor at Cerity Partners LLC with 26 years of industry experience. He holds Series 63 and Series 66 licenses. His prior experience includes roles at Strategic Benefit Consultants, Inc. (SBC Wealth Management) and LPL Financial, LLC. Cerity Partners is an SEC-registered investment adviser serving a diverse client base that includes individuals, families, trusts, corporations, charitable institutions, and other institutional investors. The firm provides a range of services such as investment management, financial planning, tax and insurance support, and retirement plan services, emphasizing diversified asset allocation and customized portfolios.

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. Before entering the financial advisory field, he spent four years at Wabash College and four years at Lawrence North High School. 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, emphasizing diversified asset allocation and customized portfolios.

Scott Holley is a financial advisor at Cerity Partners LLC with 48 years of industry experience. He previously worked at LPL Financial, LLC for 18 years and at Strategic Benefit Consultants, Inc. for 44 years. Outside of his advisory role, he owns Holley Motorsports LLC, a collectible car company and new car dealership. 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 access to alternative and private-market investments, emphasizing customized, diversified portfolios.

Patrick Morrow is a financial advisor at Cerity Partners LLC with 38 years of industry experience. He holds the ChFC® and Series 63 designations. Prior to joining Cerity Partners in 2024, he worked at Strategic Benefit Consultants, Inc. for 22 years and LPL Financial, LLC for 18 years. Outside of his advisory work, he manages residential real estate and farmland through a privately owned 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 client assets as of December 31, 2024. The firm offers a range of services including investment management, financial planning, and access to alternative and private-market investments, emphasizing diversified asset allocation and customized portfolios.

Erin Pentz is a ChFC® and Series 66 credentialed financial advisor at Cerity Partners LLC with 19 years of industry experience. Prior to joining Cerity Partners in 2024, Pentz worked at Strategic Benefit Consultants from 2006 to 2024 and LPL Financial from 2006 to 2018. The firm serves a diverse client base including individuals, families, trusts, corporations, charitable institutions, and other institutional investors, managing approximately $126.9 billion in client assets. Cerity Partners offers a range of services such as 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.

Sarah Decamp is a ChFC® and Series 66 credentialed advisor at Cerity Partners LLC with 10 years of industry experience. She previously worked at SBC Wealth Management and LPL Financial. Cerity Partners is an SEC-registered investment adviser serving individuals, families, institutions, and corporations with 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, emphasizing diversified asset allocation tailored to each client’s profile.

Kevin Sasena is a financial advisor at Cerity Partners LLC with seven years of industry experience. He holds a Series 65 designation and previously worked at Strategic Benefit Consultants and Diamond Chain Company. Outside of his advisory role, he is a managing member of Rolling Fields LLC, a company involved in real estate holdings. Cerity Partners is an SEC-registered investment adviser serving a diverse client base, including individuals, families, corporations, and institutional investors. The firm offers customized investment management and comprehensive wealth services, emphasizing diversified asset allocation and access to alternative and private-market investments.

Andrew Fairman is a CFP®, CFA®, and holds a Series 66 license with 20 years of industry experience. He is currently with Cerity Partners LLC, where he has worked since 2024. His prior experience includes roles at Strategic Benefit Consultants, Inc., LPL Financial, LLC, and UBS Financial Services. Cerity Partners is an SEC-registered investment adviser serving a broad range of clients including individuals, families, institutions, and corporations. The firm manages approximately $126.9 billion in client assets and offers services such as investment management, financial planning, tax and insurance support, and access to alternative and private-market investments.