Ryan Reiff is a financial advisor at Cerity Partners LLC in Los Angeles, CA, holding a Series 65 credential with four years of industry experience. Prior to joining Cerity Partners in 2025, he worked at West Coast Financial, LLC from 2021 to 2025 and attended UC Santa Barbara from 2016 to 2020. Cerity Partners provides customized wealth management and related services to a broad national client base, including individuals, families, trusts, business entities, charitable organizations, and institutional investors. The firm offers tailored asset allocation, manager selection, and periodic rebalancing, combining proprietary quantitative screens with third-party managers and individual securities.

Jon Wingent is a CFP® and holds a Series 65 license, currently with Cerity Partners LLC. He has four years of industry experience, including roles at Morton Wealth and Schroders Personal Wealth. He serves as an investment committee member for the British Benevolent Society of California, a nonprofit organization. Cerity Partners provides customized wealth management services to a diverse national clientele, including individuals, families, trusts, charitable organizations, and institutional investors. The firm emphasizes tailored asset allocation and manager selection, combining proprietary quantitative screening with third-party managers and individual securities.

Andrew Shestek is a financial advisor at Cerity Partners LLC with three years of industry experience. He holds a Series 65 designation and has previously worked at Greater Nevada Credit Union and spent four years in full-time education prior to his advisory roles. Cerity Partners provides customized wealth management and related services to a diverse national client base, including individuals, families, trusts, business entities, 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.

Mario Valverde Rojo is a CFA® charterholder and holds a Series 63 license with 13 years of industry experience. He is currently with Cerity Partners LLC and previously worked at BlackRock, State Street Global Advisors, and Nuveen Investments. Outside of his advisory role, he serves as Southwest Chapter Co-Head for the CAIA Association, an alternative investments nonprofit. Cerity Partners is an SEC-registered investment adviser serving a diverse client base including individuals, families, 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, with a focus on diversified asset allocation and customized portfolios.

Amy Lange is a financial advisor at Cerity Partners LLC in Los Angeles, CA, holding the CFP®, CFA®, and Series 63 designations with four years of industry experience. She previously worked at Covington Capital Management for 17 years prior to joining Cerity Partners in 2022. Cerity Partners provides customized wealth management and related services to a broad national client base, including individuals, families, trusts, business entities, and charitable organizations. The firm employs tailored asset allocation, manager selection, and periodic rebalancing, utilizing proprietary quantitative screens alongside third-party managers and individual securities.

Samuel Garcia is a CFP® with 30 years of industry experience, currently serving as a financial advisor at Cerity Partners LLC in Los Angeles, CA. His prior experience includes positions at Arkadios Capital, SAGEPOINT FINANCIAL, Pension Architects Advisory Group LLC, and Cerity Partners Retirement Plan Consultants. Cerity Partners provides customized wealth management and related services to a broad national client base, including high-net-worth individuals, families, trusts, estates, business entities, charitable organizations, and institutional investors. The firm’s investment approach includes tailored asset allocation, manager selection, and periodic rebalancing using proprietary quantitative screens alongside third-party managers and individual securities, with offerings in alternative and private-market investments.