James Costello is a financial advisor at Cerity Partners LLC in Jacksonville, FL. He holds a Series 65 designation and has been with Cerity Partners since 2021. His prior experience includes roles at Bradley, Foster & Sargent and the Inherent Group, as well as a period focused on full-time education at Trinity College. Cerity Partners provides customized wealth management and related services to a diverse national client base, including high-net-worth individuals, families, trusts, business entities, charitable organizations, and institutional investors. The firm employs tailored asset-allocation, manager selection, and periodic rebalancing utilizing proprietary quantitative screens alongside third-party managers and individual securities.

Niklas Schaffner is a financial advisor at Cerity Partners LLC with a Series 65 credential and one year of industry experience. Prior to his current role, he was a student for ten years. Cerity Partners provides customized wealth management and related services to a broad national client base, including individuals, families, trusts, business entities, and institutional investors. The firm’s approach includes tailored asset allocation, manager selection, and periodic rebalancing using proprietary quantitative screens alongside third-party managers and individual securities.