Laurie Belew is a CFP® professional with 16 years of industry experience, currently advising at Cerity Partners LLC since 2022. Prior to Cerity Partners, she spent 16 years at FJY Financial. Laurie is involved with family-run businesses focused on farming, oil royalties, and investments, where she serves in a secretarial role and assists with administrative tasks. Cerity Partners advises a diverse client base including individuals, families, trusts, institutions, and business entities, managing approximately $166.2 billion in assets. The firm provides customized wealth management services using client-specific investment profiles and combines quantitative screening with direct security selection and alternative market solutions.

Aaron Curry is a CFP® professional with 12 years of industry experience. He currently works at Cerity Partners LLC and has held prior positions at Private Wealth Asset Management, Peoples Bank, The Huntington Investment Company, Citizens Bank, and KEYBANK. Cerity Partners advises a diverse client base, including high-net-worth individuals, families, trusts, and institutional investors, managing approximately $166.2 billion in assets as of December 31, 2025. The firm offers customized wealth management services with a focus on client-specific investment profiles, combining quantitative screening, manager selection, and both third-party and direct security strategies, along with access to alternative and private market solutions for qualified clients.

Grace Dewees is a CFP® professional with experience at Cerity Partners LLC since 2023. She has held prior roles in various service and resource organizations, including Amba and Disability Resource Inc. Grace also has experience in the hospitality industry with Texas Roadhouse and Torchy's Tacos. Cerity Partners advises a wide range of clients including 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 and combines proprietary investment screening with third-party strategies and direct security selection, providing access to alternative and private market solutions along with affiliated business offerings.