Daniel Fan is a CFP® and holds a Series 66 license with 10 years of industry experience. He currently works at Cerity Partners LLC, joining the firm in 2024, and previously spent seven years with First Foundation Advisors. Earlier in his career, he held roles at Morgan Stanley and Citigroup Global Markets. Cerity Partners advises individuals, families, trusts, 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 approach based on client-specific profiles, quantitative screening, and a combination of third-party strategies and direct security selection, with access to alternative and private market solutions for qualified clients.

Jonathan Endo is a financial advisor at Cerity Partners LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Cerity Partners in 2024, he worked at First Foundation Advisors for eight years, as well as at UBS Financial Services and Citigroup Global Markets early in his career. Cerity Partners serves a wide range of clients, including high-net-worth individuals, families, trusts, charitable institutions, and institutional investors, providing customized wealth management services such as investment management, financial planning, and tax services. The firm emphasizes client-specific investment profiles and asset allocation, with access to alternative and private market solutions through affiliated business units.

Stephen Nielander is a CFA® charterholder with 25 years of industry experience. He has worked at Cerity Partners LLC since 2012 and previously spent 11 years at DWS Investment Management Americas, Inc. He also serves as adjunct faculty at San Diego State University, teaching a finance course. Cerity Partners advises a diverse client base that includes individuals, families, business entities, charitable institutions, 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 that combines proprietary quantitative methods with both third-party strategies and direct security selection.

Steven Williams is a financial advisor at Cerity Partners LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Cerity Partners since 2020. His prior experience includes roles at Cantor Fitzgerald & Co. and DWS Investment Management Americas, Inc. Cerity Partners advises a diverse client base, including high-net-worth individuals, families, trusts, 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 focused on client-specific profiles, combining quantitative screening, manager selection, and direct security selection, with access to alternative and private market solutions for qualified clients.

Brian Tu is a financial advisor at Cerity Partners LLC with 22 years of industry experience. He holds a Series 66 designation and has previously worked at HPM Partners LLC, Mullintbg Advisors, and Goldman Sachs Wealth Services. Cerity Partners advises a diverse client base including individuals, families, trusts, estates, business entities, and institutional investors, managing approximately $166.2 billion in assets as of December 31, 2025. The firm offers customized wealth management services with an investment approach centered on client-specific profiles, combining quantitative screening, manager selection, and direct security selection, along with access to alternative and private market solutions for qualified clients.