Christina Ferguson is a financial advisor at Cerity Partners LLC with a Series 66 credential and three years of industry experience. Prior to joining Cerity Partners in 2026, she worked at Goldman Sachs from 2021 to 2026. 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 employs tailored asset-allocation and manager selection strategies, combining proprietary quantitative screens with third-party managers and individual securities.

Shayn Foley is a financial advisor at Cerity Partners LLC with one year of industry experience. He holds the Series 66 designation and previously worked at Goldman Sachs Ayco for five years. Outside of finance, he was involved with Henry Street Taproom for six years. Cerity Partners provides customized wealth management and related services to a broad national client base, including individuals, families, trusts, business entities, and institutional investors. The firm employs tailored asset allocation, manager selection, and periodic rebalancing using proprietary quantitative screens alongside third-party managers and individual securities.

Matthew Canner is a financial advisor with Cerity Partners LLC based in New York, NY. He holds Series 63 and Series 65 licenses and has 21 years of industry experience. Prior to joining Cerity Partners in 2020, he worked at Algonquin Advisors LLC and M&T Securities, Inc., as well as M&T Bank. Cerity Partners is an SEC-registered investment adviser serving a diverse client base including individuals, families, trusts, corporations, charitable institutions, and endowments. 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, with an emphasis on diversified asset allocation and customized portfolios.

Andrew Cooper is a financial advisor with Cerity Partners LLC based in New York, NY. He holds a Series 66 designation and has 13 years of industry experience. Prior to joining Cerity Partners in 2023, he worked at AJ Wealth Strategies, LLC from 2012 to 2023. He is also licensed to sell insurance. 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 such as investment management, financial planning, tax and insurance support, retirement plan services, and access to alternative and private-market investments, with a focus on customized, diversified portfolios.

Brendan Cunningham is a financial advisor at Cerity Partners LLC with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Raymond James & Associates, Silver Lane Advisors, and the NYC Department of Education. Outside of finance, he has experience with the RCA Community Ambulance. Cerity Partners provides customized wealth management services to a diverse national client base, including individuals, families, trusts, business entities, and institutional investors. The firm uses tailored asset allocation, manager selection, and proprietary quantitative screens, and offers a range of services including portfolio management, financial planning, retirement consulting, and access to alternative and private-market investments.

Lynda Castellano is a financial advisor at Cerity Partners LLC with seven years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Douglas C. Lane & Associates for eleven years before joining Cerity Partners in 2021. Cerity Partners is an SEC-registered investment adviser serving a broad range of clients including individuals, families, trusts, corporations, and institutional investors, managing approximately $126.9 billion in assets. The firm offers customized investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, emphasizing diversified asset allocation and a combination of proprietary quantitative screening and third-party managers.

Ian Bai is a CFP® professional at Cerity Partners LLC with five years of industry experience. He has worked at Cerity Partners since 2016. 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 builds client programs through tailored asset allocation, manager selection, and periodic rebalancing, utilizing proprietary quantitative screens alongside third-party managers and individual securities.

Erin Kavanaugh is a CFP® professional with nine years of industry experience. She is currently an advisor at Cerity Partners LLC and has previously worked at Goldman Sachs & Co. LLC and The Ayco Company, L.P./Mercer Allied. Cerity Partners provides customized wealth management and related services to a wide range of clients, including high-net-worth individuals, families, trusts, business entities, charitable organizations, and institutional investors. The firm employs tailored asset-allocation and manager selection strategies, offering both discretionary and non-discretionary portfolio management alongside financial planning, tax services, and access to alternative and private-market investments.

Dustin Dolloway is a CFP® at Cerity Partners LLC with one year of industry experience. Prior to joining Cerity Partners in 2025, he worked at Graypoint LLC and has held roles in both education and various service industries. Cerity Partners is an SEC-registered investment adviser serving individuals, families, trusts, corporations, and institutional investors, managing 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 diversified asset allocation and customized portfolios.

Christopher Denisulk is a financial advisor with Cerity Partners LLC in New York, NY, holding Series 63 and Series 65 credentials and bringing 11 years of industry experience. His prior roles include positions at Graypoint LLC and Bender Lane Advisory, LLC. Cerity Partners provides customized wealth management and related services to a broad national client base, including individuals, families, trusts, business entities, and institutional investors. The firm utilizes tailored asset allocation, manager selection, and proprietary quantitative screens, and offers a range of services including portfolio management, financial planning, retirement consulting, tax planning, and access to alternative investments.

Quinn Lamontagne is a financial advisor at Cerity Partners LLC with two years of industry experience. He previously worked at The Vanguard Group and Wealth Enhancement Group and has a Series 66 designation. His background includes diverse roles ranging from the US Department of State to self-employment and academic positions. Cerity Partners is an SEC-registered investment adviser serving a broad client base, including high-net-worth individuals, families, corporations, and institutional investors, with 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 retirement plan services, emphasizing diversified asset allocation and access to alternative and private-market investments.

Andrew Hoercher is a financial advisor at Cerity Partners LLC with Series 63 and Series 65 credentials and four years of industry experience. He has previously worked at SVB Wealth LLC, Boston Private Wealth LLC, and KLS Professional Advisors Group, LLC. Cerity Partners is an SEC-registered investment adviser serving a broad client base including individuals, families, trusts, estates, corporations, charitable institutions, foundations, and other institutional investors. The firm provides a range of services including investment management, financial planning, tax and insurance support, retirement plan services, and access to alternative and private-market investments, with a focus on customized, diversified portfolios and private market programs for qualified clients.

Alejandro Cardona Torres is a financial advisor at Cerity Partners LLC in New York, NY, holding a Series 66 designation with five years of industry experience. Prior to joining Cerity Partners in 2025, he worked at UBS Financial Services for five years and has held positions at JP Morgan Chase Bank, Avis Budget Group, and the United Nations. He also has experience in education with roles at the Morris School District and County College of Morris. Cerity Partners is an SEC-registered investment adviser serving a diverse client base, including individuals, families, trusts, corporations, and institutional investors, with approximately $126.9 billion in client assets under management. The firm offers a range of services including investment management, financial planning, tax and insurance support, and retirement plan services, emphasizing diversified asset allocation and customized portfolios.

Roberta Rocas is a financial advisor at Cerity Partners LLC with five years of industry experience. She holds Series 63 and Series 65 licenses and has previous work history at Graypoint LLC, Hugh Johnson Advisors, and NBT Bank. Outside her advisory role, she serves as a board member for Proctors, a nonprofit organization providing access to the performing arts. Cerity Partners provides customized wealth management and related services to a national client base, including high-net-worth individuals, families, trusts, business entities, and institutional investors. The firm uses tailored asset allocation, manager selection, and a combination of proprietary quantitative screens and third-party managers to build client portfolios.

Andrew Leege is a CFP® with seven years of industry experience, currently serving as a financial advisor at Cerity Partners LLC. Prior to joining Cerity Partners, he worked at Goldman Sachs & Co. LLC for seven years and was involved with Druthers Brewing Co. for five years. 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 customized portfolios with a focus on diversified asset allocation and provides a broad range of services including investment management, financial planning, tax and insurance support, and access to alternative and private-market investments.

Thomas Decker is a CFP® and holds a Series 66 license with six years of industry experience. He is currently with Cerity Partners LLC in New York, where he has worked since 2023, following a previous tenure at Douglas Lane & Associates from 2016 to 2022. 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 employs tailored asset-allocation and manager selection processes, incorporating proprietary quantitative screens alongside third-party managers and individual securities.

Andrew Helfont is a CFA® charterholder with five years of industry experience. He has worked at Cerity Partners LLC since 2020 and previously spent eight years at Emm Wealth. Helfont is based in New York, NY. 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 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, tax and retirement consulting, and access to alternative and private-market investments.

Sean Leonard is a CFA® charterholder with 24 years of industry experience, currently serving as a financial advisor at Cerity Partners LLC. His prior roles include positions at Graypoint LLC, Rockefeller Capital Management, and The Ayco Company, L.P., a Goldman Sachs affiliate. Outside of his advisory work, Leonard is an investor and strategic consultant for Nebula Enterprises LLC, a retail bagel business, and serves as a director at the Saratoga Performing Arts Center, where he contributes to investment and governance. Cerity Partners is an SEC-registered investment adviser serving individuals, families, trusts, corporations, and institutional clients with approximately $126.9 billion in assets under management. The firm provides 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 portfolios.

Paul Duwors is a financial advisor at Cerity Partners LLC in New York, NY, holding Series 63 and Series 65 licenses with nine years of industry experience. He worked at Q32 Capital Management from 2015 to 2023 before joining Cerity Partners in 2023. 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 and periodic rebalancing.

Joseph Amicone is a financial advisor at Cerity Partners LLC with nine years of industry experience. He holds the Series 66 designation and previously worked at Ayco Goldman Sachs from 2013 to 2022. 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 an emphasis on diversified asset allocation and customized portfolios.