Anne Johnston is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Cerity Partners LLC. She previously worked at Brouwer & Janachowski LLC for eight years before joining Cerity Partners and its Retirement Plan Advisors division in 2022. Cerity Partners advises a broad client base including individuals, families, trusts, business entities, and institutional investors, managing approximately $166.2 billion in client assets. The firm offers customized wealth management services, combining proprietary quantitative screening and asset allocation with access to alternative and private market solutions for qualified clients.

Cheryl Athas is a financial advisor at Cerity Partners LLC with a Series 65 credential and one year of industry experience. She previously worked at Brouwer & Janachowski and Alarm Financial Services. Cerity Partners serves a diverse client base including high-net-worth individuals, families, trusts, business entities, and institutional investors, managing approximately $166.2 billion in client assets. The firm offers customized wealth management services with an investment approach that combines client-specific profiles, quantitative screening, and access to alternative and private market solutions.

Jack Scaff III is a financial advisor with Cerity Partners LLC, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He previously worked at Brouwer & Janachowski, LLC for 13 years before joining Cerity Partners Retirement Plan Advisors in 2022. Outside of his advisory work, he serves as a board member and treasurer for getVocal For Victims, a nonprofit organization. Cerity Partners advises a diverse client base including individuals, families, trusts, business entities, charitable institutions, and institutional investors, managing approximately $166.2 billion in assets as of December 31, 2025. The firm employs a customized wealth management approach centered on client-specific investment profiles and combines quantitative screening, manager selection, and rebalancing with access to alternative and private market solutions.

Blake Mcginley is a CFP® with seven years of industry experience, currently serving as a financial advisor at Cerity Partners LLC. His prior experience includes positions at CETERA Advisor Networks LLC and AssetMark Financial Inc. He also has experience outside finance, having worked at Occidental College and All About Poke. Cerity Partners advises a broad client base including high-net-worth individuals, families, trusts, business entities, and institutional investors, managing over $166 billion in client assets. The firm offers customized wealth management services and combines proprietary quantitative methods with direct security selection and access to alternative investments for qualified clients.

Matthew Kenaston is a CFP® with 21 years of industry experience and is currently with Cerity Partners LLC. He previously worked at Blue Oak Capital, Ladenburg Thalmann Asset Management, Wells Fargo Investments, and Morgan Stanley. He also serves as an advisor for OPTO Investments, a fintech platform for traditional alternatives. Cerity Partners advises a diverse client base including individuals, families, trusts, business entities, and institutional investors, offering customized wealth management services. The firm’s investment approach centers on client-specific profiles and asset allocation, combining quantitative screening, manager selection, and access to alternative and private market solutions.

Rita Lee is a PFS™ professional with five years of industry experience, currently serving at Cerity Partners LLC and Cerity Partners Retirement Plan Advisors since 2022. She previously worked for over two decades at Brouwer & Janachowski. Cerity Partners advises a diverse client base, including high-net-worth individuals, families, institutions, and businesses, managing approximately $166.2 billion in assets. The firm offers customized wealth management services with a focus on client-specific investment profiles and asset allocation, incorporating proprietary quantitative screening, manager selection, and access to alternative investments and private market solutions.

Laurie Fried is a Certified Financial Planner® with 12 years of industry experience. She is currently with Cerity Partners LLC and has previously worked at Lumina Financial Consultants, New Leaf Financial Advisory, and Morgan Stanley. Laurie holds the Series 66 and Series 65 licenses. Cerity Partners advises a diverse client base including high-net-worth individuals, families, institutions, and business entities, providing customized wealth management services such as investment management, financial planning, and retirement consulting. The firm’s investment approach combines proprietary quantitative screening and manager selection with direct security selection and access to alternative and private market solutions for qualified clients.

Winky Liu is a financial advisor at Cerity Partners LLC with one year of industry experience and a Series 65 credential. Prior to joining Cerity Partners, Liu worked at Brouwer & Janachowski, FCE Benefits, and Creative Food Concepts, Inc. Cerity Partners serves a diverse client base, including individuals, families, trusts, business entities, charitable institutions, and institutional investors, managing approximately $166.2 billion in client assets as of December 31, 2025. The firm offers customized wealth management services using a client-specific investment framework that incorporates proprietary quantitative screening, manager selection, and access to alternative and private market solutions.

Christopher Akamine is a CFP® with 18 years of experience in the financial services industry. He is currently with Cerity Partners LLC and Cerity Partners Retirement Plan Advisors, where he has worked since 2022. His prior experience includes positions at Brouwer & Janachowski, LLC and Morgan Stanley. Outside of his advisory role, he serves on the finance committees of the College of Marin Foundation and the Novato Chamber of Commerce. Cerity Partners advises a diverse client base ranging from individuals and families to institutional investors, managing approximately $166.2 billion in client assets as of the end of 2025. The firm offers customized wealth management services, utilizing a client-specific investment framework that includes proprietary quantitative screening, manager selection, and access to alternative and private market solutions.

Steven Ramirez is a CFP®, CFA®, and Series 66-licensed advisor with six years of industry experience. He is currently with Cerity Partners LLC, where he has worked since 2022. His prior experience includes roles at Brouwer & Janachowski LLC, Edward Jones, and MBSC Securities Corporation. Cerity Partners serves a broad client base including individuals, families, institutions, and business entities, offering customized wealth management services such as investment management, financial planning, tax services, and retirement plan consulting. The firm’s investment approach combines proprietary quantitative screening and manager selection with access to alternative and private market solutions for qualified clients.

Harrison Kim is a financial advisor at Cerity Partners LLC with Series 65 and Series 63 licenses and four years of industry experience. His work history includes positions at Charles Schwab & Co., Inc. and involvement with Devils Canyon Brewing Company. Cerity Partners serves a diverse client base, including high-net-worth individuals, families, foundations, and institutional investors, managing approximately $166.2 billion in assets as of the end of 2025. The firm offers customized wealth management services using a client-specific investment approach that incorporates both third-party strategies and direct security selection.

Monica Foy is a Series 65-licensed financial advisor at Cerity Partners LLC with one year of industry experience. Her prior work includes roles at Humphreys Group, Intuit, H&R Block, and First Republic Bank. Outside of financial advisory, she serves as a bookkeeper for an engineering consulting firm. Cerity Partners advises a diverse client base, including high-net-worth individuals, families, institutions, and business entities, offering customized wealth management services such as investment management, financial planning, and tax services. The firm employs a client-specific investment approach that integrates proprietary quantitative screening, manager selection, and access to alternative and private market solutions.

Jessica Hurd Ensign is a financial advisor at Cerity Partners LLC with one year of industry experience. She holds a Series 65 credential and has previous experience at Brouwer & Janachowski and Copeland Insurance. Cerity Partners advises a diverse client base including high-net-worth individuals, families, trusts, and institutional investors, managing approximately $166.2 billion in client assets as of December 31, 2025. The firm offers customized wealth management services and access to alternative and private market solutions through a combination of proprietary investment processes and affiliated business platforms.

Catherine Conger is a financial advisor at Cerity Partners LLC with two years of industry experience. She holds Series 65 and Series 63 licenses. Prior to joining Cerity Partners, she worked at Northwestern Mutual Investment Services LLC and has been involved with Farm Shop since 2025. Cerity Partners serves a diverse client base, including high-net-worth individuals, families, trusts, and institutional investors, providing customized wealth management services that range from investment management to retirement plan consulting. The firm employs a client-specific investment framework combining quantitative screening, manager selection, and access to alternative and private market solutions.

Debbie Shaug is a CFP® with six years of industry experience, currently serving as an advisor at Cerity Partners LLC since 2022. She previously worked at Browuer & Janachowski from 2019 to 2021 and owned A Baby's Place, an online business, from 2002 to 2019. Cerity Partners advises a diverse client base including individuals, families, trusts, business entities, and institutional investors, managing approximately $166.2 billion in client assets as of December 2025. The firm offers customized wealth management services with an investment approach centered on client-specific profiles, combining quantitative screening, manager selection, and access to alternative and private market solutions.