Brody Girsky is a financial advisor at Cerity Partners LLC with a Series 65 credential and no prior industry experience before joining Cerity Partners in 2026. He previously spent ten years in full-time education. Cerity Partners provides customized wealth management and related services to a broad national client base that includes individuals, families, trusts, business entities, charitable organizations, and institutional investors. The firm uses tailored asset allocation and manager selection supported by proprietary quantitative screens alongside third-party managers and individual securities.

Tara Carley is a financial advisor with Cerity Partners LLC, holding a Series 65 designation and four years of industry experience. She previously worked at SVB Wealth LLC and Boston Private Wealth LLC, and spent over a decade at KLS Professional Advisors Group, LLC. Cerity Partners is an SEC-registered investment adviser serving a broad client base including individuals, families, trusts, corporations, and institutional investors. The firm offers diversified investment management, financial planning, and access to alternative and private-market investments, customizing portfolios based on client profiles and employing both proprietary quantitative screening and third-party managers.

Jonathan Picchione is a financial advisor at Cerity Partners LLC based in New York, NY. He holds a Series 65 designation and has one year of industry experience. Prior to joining Cerity Partners in 2024, he spent eleven years in full-time education. 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 broad range of clients, including individuals, families, trusts, corporations, and institutional investors, offering customized portfolios that emphasize diversified asset allocation and access to alternative and private-market investments.

Nicholas Wilcox is a financial advisor at Cerity Partners LLC with three years of industry experience. He holds a Series 66 credential and has worked at Merrill and Bank of America prior to joining Cerity Partners. His background includes a range of roles outside finance, including positions in education and ride-sharing services. 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 uses tailored asset allocation and portfolio management strategies, combining proprietary quantitative screens with third-party managers and individual securities.

Justin Murphy is a financial advisor at Cerity Partners LLC with 14 years of industry experience. He holds the CFP® designation and Series 66 license. Prior to joining Cerity Partners in 2024, he worked at Goldman Sachs & Co. LLC, United Capital Financial Advisers, LLC, and The AYCO Company, L.P./Mercer Allied. Cerity Partners provides customized wealth management and related services to a wide national clientele, including high-net-worth individuals, families, trusts, business entities, and institutional investors. The firm offers discretionary and non-discretionary portfolio management, comprehensive financial planning, retirement plan consulting, tax planning, insurance placement, and access to alternative and private-market investments using proprietary quantitative screening and tailored asset allocation.

Daniel Vignola is a financial advisor at Cerity Partners LLC in New York, NY, holding a Series 65 credential with two years of industry experience. His prior work includes roles at Morgan Stanley and a period outside the industry for education. Cerity Partners LLC provides customized wealth management and related services to a diverse national client base, including individuals, families, trusts, business entities, and institutional investors. The firm utilizes tailored asset allocation, manager selection, and proprietary quantitative screens alongside third-party managers and individual securities to build client programs.

Natalia Tchetchoulina is a financial advisor at Cerity Partners LLC with seven years of industry experience. She holds Series 63 and Series 65 licenses and has been with Cerity Partners since 2012. 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, and retirement plan services, emphasizing customized, diversified portfolios and access to alternative and private-market investments.

Frederic Behrens is a CFP® and Series 65-licensed advisor at Cerity Partners LLC with 12 years of industry experience. He has worked at Cerity Partners since 2022, following prior roles at Round Table Wealth Management and Thun Financial Advisors. Cerity Partners provides customized wealth management and related services to a wide national client base, including high-net-worth individuals, families, trusts, business entities, and institutional investors. The firm employs tailored asset allocation, manager selection, and proprietary quantitative screening alongside third-party managers and individual securities in building client programs.

Benjamin Pace III is a financial advisor at Cerity Partners LLC in New York, NY, holding Series 63 and Series 66 licenses with 10 years of industry experience. He has been with Cerity Partners since 2014. Cerity Partners is an SEC-registered investment adviser serving a diverse client base including individuals, families, trusts, corporations, charitable institutions, and other institutional investors, advising on approximately $126.9 billion in client assets. 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, diversified portfolios and access to alternative and private-market investments.

Ryan Tamasi is a financial advisor at Cerity Partners LLC with 15 years of industry experience. He holds a Series 66 designation and has worked previously at Graypoint LLC (formerly JNB Advisors), Bank of America, Merrill, and The AYCO Company/Mercer Allied. He is based in New York, NY. Cerity Partners is an SEC-registered investment adviser managing approximately $126.9 billion in client assets, serving individuals, families, trusts, corporations, charitable institutions, and other 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, with a focus on diversified asset allocation and customized portfolios.

Brian Hyde is a financial advisor at Cerity Partners LLC based in New York, NY. He holds a Series 65 designation and has one year of industry experience. Prior to joining Cerity Partners in 2023, he worked at Ernst & Young LLP and spent five years affiliated with the University of Miami. Cerity Partners is an SEC-registered investment adviser serving a diverse client base, including 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, and access to alternative and private-market investments, with a focus on customized, diversified portfolios and periodic rebalancing.

Robert Hennes Jr. is a financial advisor at Cerity Partners LLC with 34 years of industry experience. He previously worked at Graypoint LLC (formerly JNB Advisors) for six years and at Hugh Johnson Advisors for 14 years. Outside of his advisory role, he serves on the board of directors for Albany Pro Musica, a nonprofit choral music organization, and is the board chair of MLW LLC, a professional wrestling organization. Cerity Partners is an SEC-registered investment adviser serving a broad 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 access to alternative and private-market investments.

Pierre Dupont V is a financial advisor at Cerity Partners LLC in New York, NY, holding a Series 63 designation with four years of industry experience. He has been with Cerity Partners since 2014. Outside of his advisory role, he serves as an advisory board member for Hvn Travel Group, Inc., a B2B marketplace connecting professional managers of short-term rentals to professional buyers of travel. Cerity Partners is an SEC-registered investment adviser serving a diverse client base that includes individuals, families, trusts, corporations, and institutional investors, advising on 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.

Emily Wilkins is a financial advisor at Cerity Partners LLC with one year of industry experience. She holds a Series 65 designation and has prior work experience at Silicon Valley Bank and Amazon.com. Wilkins 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, and institutional investors. The firm uses tailored asset allocation, manager selection, and proprietary quantitative screens alongside third-party managers and individual securities.

George Hubbard is a financial advisor with Cerity Partners LLC, holding Series 63 and Series 65 licenses and 19 years of industry experience. He previously worked at Algonquin Advisors, LLC for 22 years before joining Cerity Partners in 2020. Hubbard serves as a subject matter consultant for Gerson Lehrman Group, is chair of the Human Capital & Governance Committee on the board of Cenlar FSB and Cenlar Capital Corp, and acts as a board observer for MicroMart, Inc. He is also the managing member of AMMOF GP LLC, overseeing several private equity funds. Cerity Partners is an SEC-registered investment adviser serving individuals, families, trusts, corporations, charitable institutions, and other investors with approximately $126.9 billion in client assets. The firm offers discretionary and non-discretionary investment management, financial planning, tax and insurance support, retirement plan services, and access to alternative and private-market investments, emphasizing diversified asset allocation and customized portfolios.

John Hyman is a financial advisor at Cerity Partners LLC with 15 years of industry experience. He previously worked at Algonquin Advisors LLC for 10 years before joining Cerity Partners in 2020. Hyman holds Series 63 and Series 65 credentials. He serves as Vice Chair and Finance Committee member of The Guilford Foundation and is Vice Chair of the Investment Committee for the William and Mary Business School Foundation, among other board roles. 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 portfolios emphasizing diversified asset allocation across multiple asset classes and provides a range of services including investment management, financial planning, tax and insurance support, and access to alternative and private-market investments.

Maria Pereyra is a financial advisor at Cerity Partners LLC in New York, NY, holding a Series 65 designation with one year of industry experience. Her prior roles include positions at SVB Private Bank, Better Mortgage, and JPM Chase. 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.

Devon Ruttenberg is a financial advisor at Cerity Partners LLC with 23 years of industry experience. He holds the Series 63 designation and has been with Cerity Partners since 2016, following a brief tenure at Williams Trading. Cerity Partners provides customized wealth management and related services to a wide national client base, including high-net-worth individuals, families, trusts, business entities, and institutional investors. The firm implements tailored asset-allocation and manager selection strategies, combining proprietary quantitative screens with third-party managers and individual securities, and offers access to alternative and private-market investments.

Keith Lamoutte is a financial advisor at Cerity Partners LLC with 25 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. Prior to joining Cerity Partners in 2025, he worked at Graypoint LLC, RSM US Wealth Management LLC/Choreo LLC, and The Ayco Company. Cerity Partners is an SEC-registered investment adviser serving individuals, families, trusts, corporations, charitable institutions, and other 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.

Lissa Mcnaughton is a financial advisor at Cerity Partners Retirement Plan Consultants with eight years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Graypoint LLC, Atlas Private Wealth Management, and BST Wealth Management. Mcnaughton serves on the boards of Teresian House, the Academy of the Holy Names, and the New York Capital Region Hispanic Chamber of Commerce. Cerity Partners Retirement Plan Consultants advises plan sponsors of defined contribution and defined benefit plans, offering ERISA fiduciary services, participant advice, plan design, and administrative support. The firm focuses on asset-allocation driven model portfolios, investment policy statements, and ongoing monitoring, managing most assets on a non-discretionary basis.