Salvatore Russo is a financial advisor at Cerity Partners LLC with 13 years of industry experience, including nine years at Executive Monetary Management LLC and six years at Cerity Partners. He is based in New York, NY. Cerity Partners is an SEC-registered investment adviser serving a broad client base, including high- and ultra-high-net-worth individuals, families, trusts, corporations, charitable institutions, 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.

Justyn Volesko is a financial advisor at Cerity Partners LLC with 16 years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at AJ Wealth. Volesko is also licensed to sell insurance. 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, combining proprietary quantitative methods with third-party managers and individual securities.

Suzanne Beczak is a CFP® credentialed financial advisor with 15 years of industry experience. She is currently with Cerity Partners LLC and has previously worked at Graypoint LLC, Connectus Wealth Advisers, Atlas Private Wealth Management, LLC, and The Ayco Company L.P. Outside of advising, she serves as a director of program operations for NACRE Dance Group, a modern dance organization. Cerity Partners provides customized wealth management services to a broad national client base, including high-net-worth individuals, families, trusts, business entities, and institutional investors. The firm employs tailored asset allocation and manager selection, incorporating proprietary quantitative screens alongside third-party managers and individual securities, and offers access to alternative and private-market investments.

Matthew Dwyer is a CFP® with four years of industry experience and is currently with Cerity Partners LLC. Prior to joining Cerity Partners, he worked at Graypoint LLC and Goldman Sachs AYCO. Outside of his advisory roles, he has been involved with Wolff's Biergarten since 2021. Cerity Partners is an SEC-registered investment adviser serving 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.

Gary Krisanda is a financial advisor at Cerity Partners LLC with 22 years of industry experience. He holds the Series 66 designation and previously worked for Ayco/Goldman Sachs & Co. LLC for 24 years before joining Cerity Partners in 2026. 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 provides 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.

Joseph Mitchell is a financial advisor at Cerity Partners LLC with 38 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at The Ayco Corporation for 35 years, Graypoint LLC for four years, and was self-employed for one year. Mitchell serves on the board of Catholic Charities of Albany, contributing to business discussions for the nonprofit. Cerity Partners is an SEC-registered investment adviser serving a diverse client base, including high-net-worth individuals, families, institutions, and corporations. The firm offers customized portfolio management with an emphasis on diversified asset allocation and provides a range of services such as financial planning, tax and insurance support, retirement plan services, and access to alternative and private-market investments.

Sean Stokna is a financial advisor at Cerity Partners LLC with three years of industry experience. He holds Series 65 and Series 66 licenses and has previously worked at Graypoint LLC and Goldman Sachs AYCO. Cerity Partners is an SEC-registered investment adviser serving individuals, families, trusts, corporations, charitable institutions, and other institutional 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.

Thomas Cohn III is a financial advisor at Cerity Partners LLC in New York, NY, holding a Series 65 designation with 10 years of industry experience. He has worked at Cerity Partners since 2016 and previously at Spero-Smith Investment Advisers, Inc. for one year. 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 manages approximately $126.9 billion in client assets and provides a range of services such as investment management, financial planning, tax and insurance support, and access to alternative and private-market investments.

Daniel Park is a financial advisor at Cerity Partners LLC in New York, NY, holding the CFP® designation and Series 66 license with 13 years of industry experience. He has been with Cerity Partners since 2016. 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. 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.

Susan Matlow is a CFP® with nine years of experience in financial advising. She is currently with Cerity Partners LLC and has previously worked at SVB Wealth LLC, Boston Private Wealth LLC, and KLS Professional Advisors Group, LLC. Cerity Partners provides customized wealth management and related services to a diverse national client base, including individuals, families, trusts, business entities, charitable organizations, and institutional investors. The firm uses tailored asset allocation, manager selection, and proprietary quantitative screening alongside third-party managers and individual securities to build client programs.

Kylie Miller is a financial advisor at Cerity Partners LLC with one year of industry experience. Prior to joining Cerity Partners in 2025, she worked at Graypoint LLC and Andersen Tax and spent five years at Siena College. She serves as Junior Board Co-President for the Alzheimer's Association of Northeastern NY, where she helps plan fundraisers. Cerity Partners is an SEC-registered investment adviser serving a broad client base including individuals, families, trusts, corporations, and institutional investors, managing 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, with an investment approach emphasizing diversified asset allocation and access to alternative and private-market investments.

Michael Ottolini is a CFA® charterholder and holds a Series 66 license with 12 years of industry experience. He is currently with Cerity Partners LLC, where he has worked since 2024. Prior to joining Cerity, he was employed at Bank of America and Merrill. 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 diversified asset allocation and customized portfolios.

Kristopher Grimmer is a financial advisor at Cerity Partners LLC with four years of industry experience. He holds Series 66 and Series 65 licenses. Prior to joining Cerity Partners, he worked at Graypoint LLC and independently managed a family office for 17 years. Cerity Partners provides customized wealth management services to a broad national client base, including high-net-worth individuals, families, trusts, business entities, and institutional investors. The firm employs tailored asset allocation and manager selection processes combined with proprietary quantitative screens and third-party managers, and it offers a variety of private-market investment options and affiliated consulting and insurance services.

Marianne Rodriguez is a CFP® and holds a Series 66 license with 11 years of industry experience. She is currently an advisor at Cerity Partners LLC, where she has worked since 2022. Prior to Cerity, she was with Round Table Wealth Management and TD Ameritrade, Inc. from 2014 to 2022. 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 a range of services such as investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, emphasizing diversified asset allocation and customized portfolios.

Kevin Hines is a financial advisor at Cerity Partners LLC with 14 years of industry experience. He holds a Series 66 designation and has previously worked at Ayco/Goldman Sachs & Co. LLC and The AYCO Company, L.P./Mercer Allied. Cerity Partners is an SEC-registered investment adviser serving individuals, families, trusts, corporations, charitable institutions, and other 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 customized, diversified portfolios.

Andrew Robinson is a financial advisor at Cerity Partners LLC in New York, NY. He holds a Series 65 designation and has been with Cerity Partners since 2025. Prior to joining the firm, he was a student from 2014 to 2025. Cerity Partners is an SEC-registered investment adviser serving a diverse client base, including individuals, families, trusts, corporations, charitable institutions, and other 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 portfolio strategies.

Hashim Khan is a financial advisor at Cerity Partners LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at Offit Capital and Williams College. 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 a broad 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.

Grace Finn is a financial advisor at Cerity Partners LLC in New York, NY, holding a Series 65 designation with three years of industry experience. Prior to joining Cerity Partners in 2023, she worked at Western Financial Corporation from 2020 to 2023. Cerity Partners is an SEC-registered investment adviser serving a broad client base, including high-net-worth individuals, families, 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 diversified asset allocation and customized portfolios.

Siegfried Herzl Betz is a financial advisor at Cerity Partners LLC with 11 years of industry experience. He holds a Series 66 designation and previously worked at Ayco/Goldman Sachs & Co. LLC and The AYCO Company, L.P./Mercer Allied. Cerity Partners provides customized wealth management services to a broad national client base, including individuals, families, trusts, business entities, and institutional investors. The firm employs tailored asset allocation and manager selection, offering both discretionary and non-discretionary portfolio management alongside financial planning, tax, retirement, and insurance services.

Joseph Burbella is a financial advisor at Cerity Partners LLC in New York, NY, holding a Series 66 designation with 13 years of industry experience. His prior roles include a decade at Merrill Lynch and a year at AJ Wealth before joining Cerity Partners. 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 retirement plan services, focusing on customized portfolios with diversified asset allocation across multiple asset classes.