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Adam C

Series 65

Louisville, KY

Cerity partners LLC

Adam Campbell is a financial advisor at Cerity Partners LLC in Louisville, KY. He holds a Series 65 designation and has been with Cerity Partners since 2026. Prior to his current role, he worked at D-Line USA Inc. and held teaching positions at Asbury University, South Oldham High School, and East Oldham Middle School. 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 emphasizes tailored asset allocation, manager selection, and periodic rebalancing, utilizing proprietary quantitative screens alongside third-party managers and individual securities.

Wealth management Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Long-term care insurance Charitable giving & philanthropy Founder/Business Owner Executive Retired
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Michael W

ChFC®, Series 63

Louisville, KY

Cerity partners LLC

Michael Waldridge Jr. is a financial advisor at Cerity Partners LLC with over 21 years of industry experience. He holds the ChFC® designation and Series 63 license. Prior to joining Cerity Partners in 2023, he worked at Argi Investment Services, LLC for 13 years. Cerity Partners is an SEC-registered investment adviser serving a diverse client base that includes individuals, families, trusts, corporations, charitable institutions, and other investors. The firm provides 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.

Wealth management Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Long-term care insurance Charitable giving & philanthropy Founder/Business Owner Executive Retired
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Jared B

Series 65

Louisville, KY

Cerity partners LLC

Jared Brown is a financial advisor at Cerity Partners LLC with a Series 65 credential and two years of industry experience. His prior roles include positions at Liberty Federal Credit Union and First State Bank, as well as time spent at the University of Kentucky. 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, emphasizing diversified asset allocation and customized portfolios.

Wealth management Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Long-term care insurance Charitable giving & philanthropy Founder/Business Owner Executive Retired
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