Jennifer Huelsman is a CFP® with 14 years of experience in the financial advisory industry. She is currently with Cerity Partners LLC and previously worked for ARGI Investment Services for 12 years. Outside of her advisory role, she serves as a board member and program committee member for Home of the Innocents. Cerity Partners is an SEC-registered investment adviser serving a diverse client base including individuals, families, trusts, 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 customized, diversified portfolios.

Paxton Ferencak is a financial advisor at Cerity Partners LLC with one year of industry experience. He holds the Series 66 designation and previously worked at Robert W. Baird and the University of Louisville. Prior to his advisory career, he spent 15 years in full-time education. Cerity Partners is an SEC-registered investment adviser serving a diverse client base that includes individuals, families, trusts, corporations, and institutional investors. The firm offers a range of services such as investment management, financial planning, tax and insurance support, and retirement plan services, with an emphasis on diversified asset allocation and access to alternative and private-market investments.

James Trujillo is a CFP® and Series 65 professional with 12 years of industry experience. He has worked at Cerity Partners Retirement Plan Consultants since 2023 and previously spent 10 years at ARGI Investment Services. Outside of his advisory role, he is a CFP® instructor, teaching both virtual and in-person classes covering CFP® required education topics. Cerity Partners Retirement Plan Consultants advises plan sponsors of defined contribution and defined benefit plans, providing ERISA fiduciary services, participant advice, plan design, and administrative support. The firm’s investment approach centers on asset-allocation driven model portfolios and written investment policy statements, with most assets managed on a non-discretionary basis.

Grant Dahlquist 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 Hamilton Capital, LLC. Dahlquist is based in Louisville, KY. Cerity Partners is an SEC-registered investment adviser serving a diverse client base, including high-net-worth individuals, families, trusts, 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.

Todd Gruenig is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Cerity Partners LLC since 2023. Prior to joining Cerity, he worked at ARGI Investment Services from 2020 to 2023 and held roles from 2014 to 2019. He serves as an endowment board member at All Peoples Unitarian Church. Cerity Partners is an SEC-registered investment adviser managing approximately $126.9 billion in client assets, offering services to individuals, families, institutions, and corporations. The firm provides tailored investment management, financial planning, and access to alternative investments, emphasizing diversified asset allocation and utilizing both proprietary and third-party strategies.

Jason Brangers is a financial advisor at Cerity Partners LLC with 22 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at ARGI Investment Services, LLC and ARGI Financial Group. Outside of his advisory role, he serves on the Board of Advisors for Buck One, is a licensed trainer with the Council of Kings/Wake Up Warrior, and is involved in authoring and publishing. Cerity Partners is an SEC-registered investment adviser serving a diverse client base that includes individuals, families, trusts, corporations, and institutional investors. The firm offers a range of services including investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, emphasizing diversified asset allocation and customized portfolio solutions.

Benjamin Hardin is a CFP®-certified financial advisor with nine years of industry experience. He has worked at Cerity Partners LLC since 2023 and previously spent six years at ARGI Investment Services and ARGI Financial Group. He also held a position at Bellarmine University from 2013 to 2017. Cerity Partners provides customized wealth management services to a broad national client base, including individuals, families, trusts, estates, business entities, and institutional investors. The firm employs tailored asset-allocation strategies, manager selection, and periodic rebalancing using proprietary quantitative screens alongside external managers and securities.

Shane Hall is a CFP® professional with 11 years of industry experience, currently serving at Cerity Partners LLC. His prior experience includes nine years at ARGI Financial Group. He is a member of the finance committee for Ronald McDonald House Charities of Kentucky. Cerity Partners provides customized wealth management and related services to a diverse national clientele, including high-net-worth individuals, families, trusts, business entities, and institutional investors. The firm employs tailored asset allocation, manager selection, and proprietary quantitative screens alongside third-party managers and individual securities.

Zachary Goedde is a Series 65-licensed financial advisor at Cerity Partners LLC with one year of industry experience. Prior to joining Cerity Partners in 2024, he worked at Franklin Bank & Trust and Old National Bank. Outside of financial services, he has been affiliated with Victoria National Golf Club since 2021. Cerity Partners is an SEC-registered investment adviser serving a diverse client base including individuals, families, trusts, corporations, and institutional investors. The firm offers a range of services such as investment management, financial planning, tax and insurance support, and retirement plan services, with a focus on diversified asset allocation and access to alternative and private-market investments.

Eldar Feyzulov is a financial advisor at Cerity Partners LLC with five years of industry experience. He holds a Series 65 designation and has worked at Cerity Partners since 2023. His prior experience includes roles at ARGI Investment Services, LLC and Home City Ice, as well as academic positions at Western Kentucky University and Greenwood High School. Cerity Partners provides customized wealth management and related services to a broad national client base, including high-net-worth individuals, families, trusts, business entities, and institutional investors. The firm employs tailored asset allocation and manager selection, combining proprietary quantitative screens with third-party managers and individual securities.

Lily Boultinghouse is a financial advisor at Cerity Partners LLC with one year of industry experience. She holds a Series 65 credential and has a background in full-time education spanning over a decade. Cerity Partners is an SEC-registered investment adviser serving a diverse client base including high-net-worth individuals, families, trusts, corporations, and institutional investors. The firm offers a range of services such as investment management, financial planning, and access to alternative and private-market investments, emphasizing diversified asset allocation tailored to each client’s profile.

Micah Sellinger 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 Mutual of Omaha and FSTan. Cerity Partners is an SEC-registered investment adviser serving a diverse client base that includes individuals, families, trusts, corporations, and institutional investors, advising on approximately $126.9 billion in client assets. The firm offers a range of services including investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, with a focus on customized, diversified portfolios and various private market programs.

Jeremy Davis is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Cerity Partners Retirement Plan Consultants since 2023. He previously worked at Argi Investment Services, LLC and Argi Financial Group from 2007 to 2023. Cerity Partners Retirement Plan Consultants advises plan sponsors of defined contribution and defined benefit plans, providing ERISA fiduciary services, participant advice, plan design, and administrative support. The firm focuses on asset-allocation driven model portfolios and IPS-based monitoring, managing the majority of its assets on a non-discretionary basis.

Joshua Turner is a financial advisor with Cerity Partners LLC, holding a Series 65 designation and beginning his industry career in 2023. His prior experience includes roles at Thoroughbred Financial and First Southern National Bank, along with periods of full-time education. Cerity Partners is an SEC-registered investment adviser serving a diverse client base, including individuals, families, institutions, and corporations. The firm manages approximately $126.9 billion in client assets and offers a range of services such as investment management, financial planning, tax and insurance support, and access to alternative and private-market investments.

Justin Barley is a CFP® and holds a Series 65 license, with seven years of industry experience. He is currently with Cerity Partners LLC and previously worked at ARGI Investment Services and Western Kentucky University. Cerity Partners is an SEC-registered investment adviser serving a diverse client base including individuals, families, trusts, 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 customized, diversified portfolios and private market programs for qualified clients.

Sean Broughton is a financial advisor at Cerity Partners LLC in Louisville, KY, holding a Series 65 designation with one year of industry experience. Prior to joining Cerity Partners, he worked at Axiom Financial Strategies Group and Walmart, and spent ten years in full-time education. Cerity Partners provides customized wealth management services to a broad national clientele, including individuals, families, trusts, business entities, and institutional investors, utilizing tailored asset allocation and manager selection supported by proprietary quantitative screens and private-market investment offerings.

Alexander Conlin is a CFP® and holds a Series 65 license, with two years of industry experience. He currently works at Cerity Partners LLC and has prior experience at Robert W. Baird & Company and Valparaiso University. Outside of finance, he has worked in the food service industry, including a role at QDOBA Mexican Eats. 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 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.

Jonathan Colbert is a financial advisor at Cerity Partners LLC in Louisville, KY, holding a Series 65 designation with one year of industry experience. Prior to joining Cerity Partners in 2024, he worked at GE Appliances and spent ten years in full-time education. Cerity Partners is an SEC-registered investment adviser serving a diverse client base, including individuals, families, trusts, corporations, and institutional investors. The firm manages approximately $126.9 billion in client assets, offering 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.

Bennett Estes is a CFP® and holds a Series 65 license, currently serving as a financial advisor at Cerity Partners LLC with two years of industry experience. Prior to joining Cerity Partners in 2023, he worked at the Federal Deposit Insurance Corporation from 2020 to 2023 and has held roles at the Federal Bureau of Investigation, Murray State University, and United Launch Alliance. Cerity Partners is an SEC-registered investment adviser managing approximately $126.9 billion in client assets, serving a diverse client base including individuals, families, trusts, corporations, and institutional investors. The firm offers customized, diversified investment management and financial planning services, incorporating both proprietary quantitative screening and third-party managers.

Gavin Koenig is a financial advisor at Cerity Partners Retirement Plan Consultants with 25 years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining Cerity Partners in 2023, he worked for ARGI Investment Services from 2010 to 2023. Cerity Partners Retirement Plan Consultants advises plan sponsors of defined contribution and defined benefit plans, offering services such as ERISA fiduciary work, participant advice, plan design, and ongoing administrative support. The firm focuses on asset-allocation driven model portfolios, written investment policy statements, and regular monitoring, managing most assets on a non-discretionary basis.