Daniel Fan is a CFP® and holds a Series 66 license with nine years of industry experience. He is currently with Cerity Partners LLC, where he has worked since 2024, following seven years at First Foundation Advisors and two years at First Bank. Cerity Partners is an SEC-registered investment adviser serving a diverse client base that includes individuals, families, trusts, estates, corporations, charitable institutions, foundations, endowments, 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, with a focus on customized, diversified portfolio allocation using both proprietary quantitative screening and third-party managers.

Jonathan Endo is a financial advisor at Cerity Partners LLC with 11 years of industry experience. He previously worked at First Foundation Advisors for eight years before joining Cerity Partners in 2024. He holds Series 63 and Series 65 licenses. Cerity Partners is an SEC-registered investment adviser serving a broad client base, including high-net-worth individuals, families, trusts, corporations, and institutional investors. The firm offers discretionary and non-discretionary investment management, financial planning, tax and insurance support, retirement plan services, and access to alternative and private-market investments, with a focus on diversified asset allocation and customized portfolios.

Stephen Nielander is a CFA® charterholder with 24 years of industry experience, currently serving as an advisor at Cerity Partners LLC since 2012. He also teaches a finance course as adjunct faculty at San Diego State University. Cerity Partners is an SEC-registered investment adviser that serves a diverse client base including individuals, families, institutions, and corporations, offering customized portfolios with a focus on diversified asset allocation and access to alternative and private-market investments.

Steven Williams is a financial advisor with Cerity Partners LLC, holding Series 63 and Series 65 credentials and 24 years of industry experience. He has worked at Cerity Partners since 2020 and concurrently with Cantor Fitzgerald & Co. since 2015. Cerity Partners is an SEC-registered investment adviser serving a diverse client base that includes 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, and access to alternative and private-market investments, emphasizing diversified asset allocation and customized portfolios.

Brian Tu is a financial advisor at Cerity Partners LLC with 21 years of industry experience. He holds the Series 66 designation and has been with HPM Partners LLC since 2012. Cerity Partners is an SEC-registered investment adviser serving a diverse client base including individuals, families, trusts, corporations, charitable institutions, and other institutional investors. The firm manages approximately $126.9 billion in client assets and offers customized portfolios with diversified asset allocation, combining proprietary quantitative screening and third-party managers, along with a range of services including investment management, financial planning, tax and insurance support, and access to alternative and private-market investments.