Mikel Keifer is a CFA® charterholder with 23 years of industry experience. He is currently with Cerity Partners LLC and was previously with Jurika, Mills & Keifer, LLC for 20 years. Cerity Partners advises a diverse client base including individuals, families, trusts, charitable institutions, and institutional investors, managing approximately $166.2 billion in client assets as of December 2025. The firm offers customized wealth management services and access to alternative and private market solutions through a combination of quantitative screening, manager selection, and direct security selection.

Mark Goyne is a CFA® charterholder with two years of industry experience. He is currently with Cerity Partners LLC and previously worked at BNY Mellon, First Bank, and US Trust (Bank of America). Cerity Partners advises a broad client base including high-net-worth individuals, families, trusts, foundations, 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 centered on client-specific profiles, combining quantitative screening, manager selection, and both third-party strategies and direct security selection.

Karl Olof Mills is a CFA® charterholder with 23 years of industry experience, currently serving as a financial advisor at Cerity Partners LLC since 2023. Prior to this, he worked for 20 years at Jurika, Mills & Keifer, LLC. Cerity Partners advises a wide range of clients, 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.

William Richardson is a financial advisor at Cerity Partners LLC with one year of industry experience. He holds a Series 65 designation and has worked at Cerity Partners since 2023. Outside of his advisory role, he has been employed at Miramonte High School since 2022. Cerity Partners advises a diverse client base including individuals, families, trusts, business entities, charitable institutions, and institutional investors. The firm offers customized wealth management services and employs an investment framework focused on client-specific profiles, quantitative screening, and a combination of third-party strategies and direct security selection.