Benjamin Juengling is a financial advisor with Cerity Partners LLC in Louisville, KY. He holds a Series 65 designation and has recently transitioned from roles in steel technologies and furniture industries, entering the financial advisory field in 2025. Prior to his advisory career, he spent several years in full-time education and at the University of Alabama. 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, emphasizing customized, diversified portfolios.

Jonah Gelhaus is a CFP® with four years of industry experience, currently serving as a financial advisor at Cerity Partners LLC. Prior to joining Cerity Partners in 2023, he worked at ARGI Investment Services, LLC and ARGI, and has experience with the Center for Financial Success at Western Kentucky University. Outside of advising, he has held roles in golf course operations and valet services. Cerity Partners is an SEC-registered investment adviser managing approximately $126.9 billion in client assets as of year-end 2024. The firm serves a diverse client base including individuals, families, trusts, corporations, and institutions, offering customized portfolios through a mix of discretionary and non-discretionary investment management, financial planning, and access to alternative and private-market investments.

Mia Frederick is a financial advisor at Cerity Partners LLC based in Louisville, KY. She holds a Series 65 designation and has been with Cerity Partners since 2025. Her prior experience includes roles at the University of Kentucky, Joseph's Salon and Spa, Sacred Heart Academy, and Holy Spirit Catholic Church. Cerity Partners provides customized wealth management and related services to a wide range of clients including high-net-worth individuals, families, trusts, estates, 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.

Mark Priebe is a financial advisor at Cerity Partners LLC with seven years of industry experience. He holds a Series 65 designation and has worked previously at ARGI Investment Services, Zirmed, and Centre College. Outside of his advisory role, he coaches soccer for the Falls City Soccer Club and donates his coaching salary back to the club. Cerity Partners is an SEC-registered investment adviser serving a diverse client base, including individuals, families, trusts, corporations, and institutional investors. The firm provides 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.

Adam Hornek is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Cerity Partners LLC since 2023. Prior to joining Cerity Partners, he worked for Argi Investment Services, LLC for 13 years. Outside of his advisory role, he is involved with Courtside LLC, which supports Louisville’s pursuit of an NBA team. Cerity Partners is an SEC-registered investment adviser managing approximately $126.9 billion in client assets, 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 retirement plan services, with a focus on customized portfolios and diversified asset allocation.

Kelly Mangum is a financial advisor at Cerity Partners LLC in Louisville, KY, holding a Series 65 credential with six years of industry experience. Prior to joining Cerity Partners in 2023, Mangum worked at ARGI Investment Services and has entrepreneurial experience with Mangum Enterprises. Cerity Partners provides customized wealth management and related services to a broad national client base, including high-net-worth individuals, families, trusts, and institutional investors. The firm employs tailored asset allocation, manager selection, and proprietary quantitative screens to build client programs and offers a range of services including portfolio management, financial planning, retirement consulting, tax planning, and access to alternative investments.

Shelby Babcock is a financial advisor at Cerity Partners LLC with five years of industry experience. She holds a Series 65 designation and previously worked at ARGI Investment Services and Embellish. Shelby is based in Louisville, KY. Cerity Partners is an SEC-registered investment adviser managing approximately $126.9 billion in client assets as of December 31, 2024. The firm serves a diverse client base including individuals, families, trusts, corporations, and institutional investors, offering customized portfolios with a focus on diversified asset allocation and access to alternative and private-market investments.

Shannon Jenkins is a CFP® and Series 65-licensed advisor with four years of industry experience. She currently works at Cerity Partners LLC and previously spent six years at ARGI Financial Group and twelve years at Northside Christian. Jenkins is the founder of the Nursery Project non-profit and serves on the supervisory committee for Centra Credit Union. 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 outside managers and individual securities.

Stephanie Broughton is a financial advisor at Cerity Partners LLC with four years of industry experience. She holds a Series 65 designation and has previously worked at ARGI Financial Group/Investment Services for 14 years. Outside of her advisory role, she owns Broughton, LLC, a high performance coaching business. Cerity Partners provides customized wealth management and related services to a broad national client base, including individuals, families, trusts, estates, business entities, and institutional investors. The firm uses tailored asset allocation and manager selection supported by proprietary quantitative screens and offers access to alternative and private-market investments.

Katie Pfeifer is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Cerity Partners LLC since 2023. Prior to joining Cerity Partners, she worked at ARGI Investment Services for nine years. Cerity Partners is an SEC-registered investment adviser serving a diverse client base that includes individuals, families, trusts, corporations, charitable institutions, and other 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 customized, diversified portfolios and private market programs for qualified clients.

Ryan Burch is a CFA® charterholder with 10 years of industry experience, currently serving as a financial advisor at Cerity Partners LLC. He previously worked at ARGI Investment Services for seven years before joining Cerity Partners in 2023. Cerity Partners is an SEC-registered investment adviser managing approximately $126.9 billion in client assets as of December 31, 2024. The firm serves a diverse client base—including individuals, families, institutions, and corporations—offering a range of services such as investment management, financial planning, tax and insurance support, and access to alternative and private-market investments.

Lucas Fields is a financial advisor at Cerity Partners LLC based in Louisville, KY, holding a Series 65 designation with one year of industry experience. His prior work includes roles at Kentucky Public Pensions Authority, Amazon, and the University of Louisville. 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, emphasizing diversified asset allocation and access to alternative and private-market investments.

Daniel Cupkovic is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Cerity Partners LLC since 2023. He previously worked at ARGI Investment Services, LLC and ARGI Financial Group from 2008 to 2023. Outside of his advisory role, he is a co-founder of a website focused on portfolio distribution methods and serves on the parish council of Assumption Greek Orthodox Church. Cerity Partners is an SEC-registered investment adviser managing approximately $126.9 billion in client assets as of December 31, 2024. The firm serves a diverse client base including individuals, families, trusts, corporations, and institutional investors, offering a range of services such as investment management, financial planning, and access to alternative and private-market investments.

Erin Piscitelli is a CFP® and holds a Series 65 license with seven years of industry experience. She is currently with Cerity Partners LLC and has previously worked at ARGI Investment Services and Landmark Financial. In addition to her advisory roles, she has been affiliated with Western Kentucky University for over a decade. 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 diversified asset allocation and customized portfolios.

Nicholas Jackson is a CFP® with seven years of industry experience, currently serving as a financial advisor at Cerity Partners LLC. He previously worked at ARGI Investment Services and Unified Trust Company. Cerity Partners provides customized wealth management and related services to a national client base, including 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.

Clint Eakles is a CFP® and holds a Series 65 license, currently serving as a financial advisor at Cerity Partners LLC with 11 years of industry experience. He previously worked at ARGI Investment Services for nine years before joining Cerity Partners in 2023. Eakles is a board member of the Financial Planning Association of Kentucky. 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.

Matthew Watkins is a financial advisor at Cerity Partners LLC with eight years of industry experience. He holds a Series 65 designation and previously worked at ARGI Financial Group and PNC Wealth Management. Outside of his advisory role, Watkins serves on the board of directors for KMAC Art Museum, volunteers with the US Marine Hospital Foundation, and teaches as an adjunct professor at Spalding University. Cerity Partners is an SEC-registered investment adviser serving a broad client base including individuals, families, trusts, corporations, and institutional investors. The firm offers customized portfolio management, financial planning, tax and insurance support, and access to alternative and private-market investments.

Julio Driggs is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Cerity Partners LLC. His prior roles include positions at ARGI, Fifth Third Securities, and PNC Investments. He serves on the boards of the KMAK Museum and the Olmsted Parks Conservation Board. Cerity Partners is an SEC-registered investment adviser managing approximately $126.9 billion in client assets as of December 31, 2024. The firm serves a diverse client base with customized portfolios emphasizing diversified asset allocation and offers a broad range of services including investment management, financial planning, tax and insurance support, and access to alternative and private-market investments.

Charles Mccurdy is a CFA® charterholder with five years of industry experience. He is currently with Cerity Partners LLC, where he has worked since 2023. His prior experience includes roles at ARGI Investment Services, LLC, the US Census Bureau, and NTT Data Consulting. 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 using proprietary quantitative screens alongside third-party managers and individual securities, with additional services spanning financial planning, retirement plan consulting, tax planning, and access to alternative and private-market investments.

Henry Monsour is a financial advisor at Cerity Partners LLC with a Series 65 credential and one year of industry experience. His prior work includes roles at South Street Partners and Cellular Sales. Outside of finance, he has experience in caddie services and has spent time in full-time education. Cerity Partners provides customized wealth management services to a diverse national client base, including individuals, families, trusts, business entities, and institutional investors. The firm employs tailored asset allocation and manager selection using proprietary quantitative screens alongside third-party managers and individual securities, and it operates multiple private-markets offerings and affiliated service units.